Adrian T Dillon

CIK 1163402 · EVP, Finance & Admin., CFO · last filed 2026-08-27

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$97.25M

Companies

Total Filings

Lifetime Open-Market Net

-$31.49M

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

A price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest

OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address

C/O HEALTHEQUITY, INC.
15 WEST SCENIC POINTE DRIVE, SUITE 100
DRAPER, UT 84020

Related Filers

AGILENT TECHNOLOGIES INC — 32 joint filings, latest 2010-04-01

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
HQY	Director	63,727	$100.97	$6.43M	$515.1K	18	2026-08-27
DATTO HOLDING CORP. (MSP) Delisted	Director	44,356	$35.18	$1.56M	$645.4K	3	2021-11-30
WSM	Director	227,130	$260.80	$59.24M	-$1.20M	17	2017-06-01
A	EVP, Finance & Admin., CFO	181,636	$173.89	$31.58M	-$31.45M	15	2010-04-01

Recent Filings · Page 4 of 6

55 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2012-07-02	WSM	Buy (P)	+7,555	$250.4K	EDGAR
2012-05-25	WSM	Mixed	+2,898	$0	EDGAR
2011-10-11	WSM	Buy (P)	+3,600	$111.2K	EDGAR
2011-05-26	WSM	Mixed	+3,876	$0	EDGAR
2010-05-27	WSM	Grant (A)	—	$0	EDGAR
2010-05-25	WSM	Exer (M)	+18,508	$0	EDGAR
2010-04-01	A	Mixed	—	-$292.5K	EDGAR
2010-03-15	A	Mixed	—	-$1.17M	EDGAR
2009-12-23	A	Mixed	—	-$2.98M	EDGAR
2009-12-18	A	Mixed	—	-$1.83M	EDGAR

Showing 31–40 of 55

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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.