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| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
96,464,000 |
| Market
Cap: |
N/A |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$0 - $0 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
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Member Indexes:
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Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile HealthEquity provides technology-enabled services that empower consumers to make healthcare saving and spending decisions. Co.'s product and services include: Technology platforms, which Co. provides multiple cloud-based platforms, accessed by its members online via a desktop or mobile device; Investment platform and advisory services, which Co. provides a mutual fund investment platform and an online-only automated investment advisory services; Healthcare flexible spending accounts (FSAs), which are employer-sponsored consumer-directed benefits that enable employees to set aside pre-tax dollars; and Commuter Programs, which Co. administers pre-tax commuter benefit programs.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
|
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|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
|
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|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
|
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|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
10,781 |
16,036 |
339,367 |
690,228 |
| Total Sell Value |
$1,016,694 |
$1,522,109 |
$37,272,872 |
$65,583,422 |
| Total People Sold |
2 |
3 |
6 |
12 |
| Total Sell Transactions |
4 |
6 |
13 |
40 |
| End Date |
2025-09-14 |
2025-06-13 |
2024-12-13 |
2023-12-14 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Ladd Delano |
EVP, General Counsel |
• – – |
2025-11-20 |
4 |
AS |
$104.56 |
$156,840 |
D/D |
(1,500) |
75,479 |
|
- |
|
| Ladd Delano |
EVP, General Counsel |
• – – |
2025-10-20 |
4 |
AS |
$92.07 |
$138,105 |
D/D |
(1,500) |
76,979 |
|
- |
|
| Fiore Michael Henry |
EVP, CHIEF COMMERCIAL OFFICER |
• – – |
2025-10-07 |
4 |
AS |
$88.21 |
$157,102 |
D/D |
(1,781) |
49,795 |
|
- |
|
| Ladd Delano |
EVP, General Counsel |
• – – |
2025-10-06 |
4 |
D |
$88.57 |
$86,530 |
D/D |
(977) |
78,479 |
|
- |
|
| Lucania James M |
EVP & CFO |
• – – |
2025-10-06 |
4 |
D |
$88.57 |
$211,942 |
D/D |
(2,393) |
87,036 |
|
- |
|
| Fiore Michael Henry |
EVP, CHIEF COMMERCIAL OFFICER |
• – – |
2025-10-06 |
4 |
D |
$88.57 |
$146,048 |
D/D |
(1,649) |
51,576 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2025-10-06 |
4 |
D |
$88.57 |
$266,234 |
D/D |
(3,006) |
56,701 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2025-10-06 |
4 |
D |
$88.57 |
$93,704 |
D/D |
(1,058) |
111,535 |
|
- |
|
| Ladd Delano |
EVP, General Counsel |
• – – |
2025-09-19 |
4 |
AS |
$93.91 |
$564,647 |
D/D |
(6,000) |
79,456 |
|
- |
|
| Dilsaver Evelyn S |
|
– • – |
2025-09-05 |
4 |
S |
$93.30 |
$322,916 |
D/D |
(3,461) |
48,208 |
|
- |
|
| Dilsaver Evelyn S |
|
– • – |
2025-09-05 |
4 |
OE |
$21.27 |
$319,050 |
D/D |
15,000 |
51,669 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2025-07-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,000 |
550,235 |
|
- |
|
| Gathright Michael |
Chief Customer Officer |
• – – |
2025-07-07 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
27,006 |
|
- |
|
| Fiore Michael Henry |
EVP, CHIEF COMMERCIAL OFFICER |
• – – |
2025-07-07 |
4 |
AS |
$101.50 |
$182,499 |
D/D |
(1,794) |
53,225 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2025-07-03 |
4 |
D |
$100.87 |
$300,801 |
D/D |
(2,982) |
59,707 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2025-07-03 |
4 |
D |
$100.87 |
$105,815 |
D/D |
(1,049) |
112,593 |
|
- |
|
| Ladd Delano |
EVP, General Counsel |
• – – |
2025-07-03 |
4 |
D |
$100.87 |
$97,846 |
D/D |
(970) |
85,456 |
|
- |
|
| Fiore Michael Henry |
EVP, CHIEF COMMERCIAL OFFICER |
• – – |
2025-07-03 |
4 |
D |
$100.87 |
$165,027 |
D/D |
(1,636) |
55,019 |
|
- |
|
| Lucania James M |
EVP & CFO |
• – – |
2025-07-03 |
4 |
D |
$100.87 |
$239,571 |
D/D |
(2,375) |
89,429 |
|
- |
|
| Mccowan Debra Charlotte |
|
– • – |
2025-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,003 |
9,782 |
|
- |
|
| Dilsaver Evelyn S |
|
– • – |
2025-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,003 |
36,669 |
|
- |
|
| Natarajan Rajesh |
|
– • – |
2025-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,003 |
14,277 |
|
- |
|
| Parker Stuart B. |
|
– • – |
2025-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,003 |
21,835 |
|
- |
|
| Dillon Adrian T |
|
– • – |
2025-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,003 |
59,518 |
|
- |
|
| Wellborn Gayle Furgurson |
|
– • – |
2025-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,003 |
19,733 |
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- |
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837 Records found
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Page 1 of 34 |
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