QuantCapitol. Congressional Trading Intelligence

Updated 2026-11-05 08:10 UTC · Public disclosure record

HQYTICKER

Healthequity, Inc.

BULLISH stock

Congress has disclosed 15 buys and 9 sells of HQY (Healthequity, Inc.) in official financial disclosures, each linked to its original filing. A transparency record — not investment advice.

Activity Congressional Activity

15
Buy
9
Sell
+6
Net
6
Active politicians

Round-trip watch Still on the books

Members who disclosed buying HQY and have not disclosed selling, versus their own entry (the most recent disclosed buy). "Open" means no disclosed sale — never "still holds" — and the % is unrealised, on paper. Not investment advice.

MemberEntry (last buy)Entry priceNowvs entryStatus
Gilbert Cisneros 2026-07-10 $94.40 $102.47 +8.5% in profit

Price as of 2026-10-30. Counted open while disclosed buys outnumber disclosed sells; tracks the price, not exact position size (amounts are ranges).

Price & congressional trades
Buy Sell

Fundamentals · FY2027 Valuation

Standard valuation multiples from SEC-reported GAAP financials (trailing twelve months), each compared to the median for Business Services. We use reported GAAP, not forward or adjusted earnings, so our figures can sit higher than sites that do — especially for companies with falling profit. Relative context — not a target price or investment advice.

P/E
34.37
▲ pricier than Business Services (median 28.7)
how it's calculated
P/E = price ÷ earnings per share
$102.47 ÷ $2.98 = 34.37
Based on GAAP trailing-twelve-month financials (SEC filings) and the latest close. Other sites may show a different multiple when they use forward (projected) or non-GAAP adjusted figures instead of reported GAAP — for a company with volatile profit those can differ in either direction from the GAAP figure shown here.
P/B
4.26
▼ cheaper than Business Services (median 5.0)
how it's calculated
P/B = price ÷ book value per share
$102.47 ÷ $24.06 = 4.26
Based on GAAP trailing-twelve-month financials (SEC filings) and the latest close. Other sites may show a different multiple when they use forward (projected) or non-GAAP adjusted figures instead of reported GAAP — for a company with volatile profit those can differ in either direction from the GAAP figure shown here.
EV/EBITDA
17.44
≈ in line with Business Services (median 17.1)
how it's calculated
EV/EBITDA = (market cap + net debt) ÷ EBITDA
($8.5B + $0.7B net debt) ÷ $0.5B = $9.2B ÷ $0.5B = 17.44
Based on GAAP trailing-twelve-month financials (SEC filings) and the latest close. Other sites may show a different multiple when they use forward (projected) or non-GAAP adjusted figures instead of reported GAAP — for a company with volatile profit those can differ in either direction from the GAAP figure shown here.

24 trades Recent Congressional Trades

Two things to watch per trade: the disclosure lag (how many days passed before the trade was made public) and the price move in that window (how the stock moved during those non-public days). A sell followed by a price drop, or a buy followed by a rise, means well-timed trading — visible here in the open. Note: the Score measures how notable a trade is, not whether it made money — the price move is shown for context and isn't part of it.

PoliticianChamberTypeOwnerDateDisclosure lagPrice move
in that
window
AmountScoreSource
Gilbert Cisneros House BUY ◆ insider convergence · moderate Self · 150 Main Street Trust > Bank of America 2026-07-10 35 days +10.9% $1K–$15K
0.1% of NW
17.0 ↗ filing
Gilbert Cisneros House BUY ◆ insider convergence · moderate Self · 150 Main Street Trust > Bank of America 2026-06-30 2 days +5.5% $1K–$15K
0.1% of NW
14.1 ↗ filing
Gilbert Cisneros House BUY ◆ insider convergence · moderate Self · 150 Main Street Trust > Bank of America 2026-05-29 7 days +0.8% $1K–$15K
0.1% of NW
11.7 ↗ filing
Lisa McClain House SELL ◆ insider convergence Spouse · Charles Schwab Brokerage Account 924 2025-06-17 57 days -10.7% $1K–$15K
0.1% of NW
33.3 ↗ filing
Gilbert Cisneros House SELL ◆ insider convergence Self · 150 Main Street Trust > Bank of America 2025-06-16 22 days +2.0% $1K–$15K
0.1% of NW
17.3 ↗ filing
Lisa McClain House BUY ◆ insider divergence Spouse · Charles Schwab Brokerage Account 924 2025-06-11 63 days -14.6% $1K–$15K
0.1% of NW
63.6 ↗ filing
Rob Bresnahan House SELL ◆ insider convergence · moderate Joint · Joint Ownership LPL Account 2025-01-13 0 days 0.0% $1K–$15K
0.2% of NW
64.4 ↗ filing
Josh Gottheimer House SELL ◆ insider convergence · moderate Joint · Morgan Stanley - Select UMA Account # 1 2024-11-07 26 days +4.3% $1K–$15K
<0.1% of NW
0.7 ↗ filing
Josh Gottheimer House SELL ◆ insider convergence Joint · Morgan Stanley - Select UMA Account # 1 2024-06-21 17 days — $1K–$15K
<0.1% of NW
1.0 ↗ filing
Blake Moore House SELL ◆ insider convergence · moderate Self · Iron Gate GA Brokerage Portfolio > IGGA IRA (BM) 2024-01-19 3 days — $1K–$15K
0.1% of NW
4.9 ↗ filing
Blake Moore House SELL ◆ insider convergence · moderate Self · Iron Gate GA Brokerage Portfolio > IGGA ROTH IRA (BM) 2024-01-19 3 days — $1K–$15K
0.1% of NW
4.9 ↗ filing
Daniel Goldman House SELL Self · Daniel Goldman Grandchildren 1986 Trust > TACS R3K 2023-04-10 23 days — $15K–$50K
<0.1% of NW
90.9 ↗ filing
Josh Gottheimer House BUY Joint 2022-01-10 28 days — $1K–$15K
<0.1% of NW
10.6 ↗ filing
Josh Gottheimer House SELL Joint 2021-12-09 26 days — $1K–$15K
<0.1% of NW
15.7 ↗ filing
Blake Moore House BUY Self 2021-05-12 19 days — $1K–$15K
0.1% of NW
15.7 ↗ filing
Blake Moore House BUY Self 2021-05-11 20 days — $1K–$15K
0.1% of NW
22.3 ↗ filing
Blake Moore House BUY Self 2021-04-30 0 days — $1K–$15K
0.1% of NW
40.4 ↗ filing
Blake Moore House BUY Self 2021-03-26 5 days — $1K–$15K
0.1% of NW
75.9 ↗ filing
Gilbert Cisneros House BUY Self 2020-07-17 33 days — $1K–$15K
0.1% of NW
31.8 ↗ filing
Josh Gottheimer House BUY Joint 2020-07-09 29 days — $1K–$15K
<0.1% of NW
31.8 ↗ filing
Gilbert Cisneros House BUY Self 2020-04-07 31 days — $1K–$15K
0.1% of NW
52.4 ↗ filing
Josh Gottheimer House BUY Joint 2020-04-03 33 days — $1K–$15K
<0.1% of NW
52.4 ↗ filing
Gilbert Cisneros House BUY Self 2020-03-31 15 days — $1K–$15K
0.1% of NW
86.8 ↗ filing
Josh Gottheimer House BUY Joint 2020-03-26 12 days — $1K–$15K
<0.1% of NW
86.8 ↗ filing

Corporate insiders · SEC Form 4 Insider Activity

What the company's own officers and directors did in HQY — open-market purchases and sales from SEC Form 4 filings (option exercises, grants and tax withholding are excluded). This is context for the congressional activity above, never a buy/sell signal, and the two datasets are kept separate on purpose. Does convergence mean anything? →

10
Congress trades with insider convergence
1
…with insider divergence
108
Insider open-market trades

Of the congressional trades in HQY, 10 coincided with corporate insiders moving the same way within 60 days, and 1 with insiders moving the opposite way. This is co-occurrence only — whether it carries any edge is tested honestly on the convergence page.

DateInsiderRoleTypeSizeSource
2026-10-15 Rajasekar Sunil C-suite BUY $10K ↗ EDGAR
2026-08-25 DILLON ADRIAN T Director SELL 10b5-1 $658K ↗ EDGAR
2026-08-25 DILLON ADRIAN T Director SELL 10b5-1 $140K ↗ EDGAR
2026-08-24 Rajasekar Sunil C-suite SELL $11K ↗ EDGAR
2026-07-10 Fiore Michael Henry C-suite SELL 10b5-1 $224K ↗ EDGAR
2026-07-08 Rajasekar Sunil C-suite BUY $2K ↗ EDGAR
2026-07-02 Fiore Michael Henry C-suite SELL 10b5-1 $235K ↗ EDGAR
2026-05-29 Fiore Michael Henry C-suite SELL 10b5-1 $298K ↗ EDGAR
2026-05-28 Ladd Delano Other SELL 10b5-1 $675K ↗ EDGAR
2026-05-28 Wellborn Gayle Furgurson Director SELL 10b5-1 $220K ↗ EDGAR
2026-04-22 Rajasekar Sunil C-suite SELL $2K ↗ EDGAR
2025-12-19 Ladd Delano Other SELL 10b5-1 $142K ↗ EDGAR
2025-12-18 Rosner Elimelech C-suite SELL $1.0M ↗ EDGAR
2025-12-12 Wellborn Gayle Furgurson Director SELL $425K ↗ EDGAR
2025-11-20 Ladd Delano Other SELL 10b5-1 $157K ↗ EDGAR
2025-10-20 Ladd Delano Other SELL 10b5-1 $138K ↗ EDGAR
2025-10-07 Fiore Michael Henry C-suite SELL 10b5-1 $157K ↗ EDGAR
2025-09-19 Ladd Delano Other SELL 10b5-1 $470K ↗ EDGAR
2025-09-19 Ladd Delano Other SELL 10b5-1 $92K ↗ EDGAR
2025-09-19 Ladd Delano Other SELL 10b5-1 $3K ↗ EDGAR
2025-09-05 Dilsaver Evelyn S Director SELL $323K ↗ EDGAR
2025-07-07 Fiore Michael Henry C-suite SELL 10b5-1 $111K ↗ EDGAR
2025-07-07 Fiore Michael Henry C-suite SELL 10b5-1 $71K ↗ EDGAR
2025-06-09 Rosner Elimelech C-suite SELL $1.4M ↗ EDGAR
2025-06-06 Rosner Elimelech C-suite SELL $6.5M ↗ EDGAR

Combined timeline — Congress & insiders

Both sets of trades on one timeline, newest first, so you can see when they lined up. Congress vs ◆ insider.

DateWhoTypeSize
◆ insider 2026-10-15 Rajasekar Sunil C-suite BUY $10K
◆ insider 2026-08-25 DILLON ADRIAN T Director 10b5-1 SELL $658K
◆ insider 2026-08-25 DILLON ADRIAN T Director 10b5-1 SELL $140K
◆ insider 2026-08-24 Rajasekar Sunil C-suite SELL $11K
Congress 2026-07-10 Gilbert Cisneros BUY $1K–$15K
◆ insider 2026-07-10 Fiore Michael Henry C-suite 10b5-1 SELL $224K
◆ insider 2026-07-08 Rajasekar Sunil C-suite BUY $2K
◆ insider 2026-07-02 Fiore Michael Henry C-suite 10b5-1 SELL $235K
Congress 2026-06-30 Gilbert Cisneros BUY $1K–$15K
Congress 2026-05-29 Gilbert Cisneros BUY $1K–$15K
◆ insider 2026-05-29 Fiore Michael Henry C-suite 10b5-1 SELL $298K
◆ insider 2026-05-28 Ladd Delano Other 10b5-1 SELL $675K
◆ insider 2026-05-28 Wellborn Gayle Furgurson Director 10b5-1 SELL $220K
◆ insider 2026-04-22 Rajasekar Sunil C-suite SELL $2K
◆ insider 2025-12-19 Ladd Delano Other 10b5-1 SELL $142K
◆ insider 2025-12-18 Rosner Elimelech C-suite SELL $1.0M
◆ insider 2025-12-12 Wellborn Gayle Furgurson Director SELL $425K
◆ insider 2025-11-20 Ladd Delano Other 10b5-1 SELL $157K
◆ insider 2025-10-20 Ladd Delano Other 10b5-1 SELL $138K
◆ insider 2025-10-07 Fiore Michael Henry C-suite 10b5-1 SELL $157K
◆ insider 2025-09-19 Ladd Delano Other 10b5-1 SELL $470K
◆ insider 2025-09-19 Ladd Delano Other 10b5-1 SELL $92K
◆ insider 2025-09-19 Ladd Delano Other 10b5-1 SELL $3K
◆ insider 2025-09-05 Dilsaver Evelyn S Director SELL $323K

FAQ Common questions

How much has Congress traded HQY?

15 disclosed buys and 9 sells of HQY (Healthequity, Inc.) appear in official congressional financial disclosures.

Is it legal for members of Congress to trade HQY?

Members of Congress may trade stocks but must disclose it under the STOCK Act. QuantCapitol tracks those public disclosures for transparency — nothing here is an accusation of wrongdoing or investment advice.

Where does this data come from?

Official US House Clerk and Senate electronic financial disclosures. Every trade links back to its original filing so you can verify it yourself.

About this data. Sourced from official House Clerk and Senate eFD financial disclosures (Senate via a maintained community mirror — see project documentation). Transaction amounts are reported as ranges, not exact figures. Interest scores, consensus labels, and backtested performance are proprietary analytical calculations based on public data and are not investment advice. Backtested performance is a hypothetical simulation, not actual portfolio performance.