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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 |
18,298 |
31,040 |
356,165 |
659,440 |
| Total Sell Value |
$1,770,341 |
$2,953,111 |
$38,886,373 |
$64,158,182 |
| Total People Sold |
3 |
5 |
7 |
11 |
| Total Sell Transactions |
4 |
8 |
16 |
41 |
| End Date |
2025-11-09 |
2025-08-08 |
2025-02-07 |
2024-02-08 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Parker Stuart B. |
|
– • – |
2026-02-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,263 |
23,098 |
|
- |
|
| Natarajan Rajesh |
|
– • – |
2026-02-02 |
4 |
A |
$0.00 |
$0 |
D/D |
976 |
15,253 |
|
- |
|
| Cutler Scott |
President and CEO |
• • – |
2026-01-12 |
4 |
D |
$89.83 |
$1,122,483 |
D/D |
(12,496) |
109,820 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2026-01-09 |
4 |
D |
$95.24 |
$75,332 |
D/D |
(791) |
110,744 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2026-01-09 |
4 |
D |
$95.24 |
$197,521 |
D/D |
(2,074) |
43,668 |
|
- |
|
| Lucania James M |
EVP & CFO |
• – – |
2026-01-09 |
4 |
D |
$95.24 |
$235,233 |
D/D |
(2,470) |
84,566 |
|
- |
|
| Fiore Michael Henry |
EVP, CHIEF COMMERCIAL OFFICER |
• – – |
2026-01-09 |
4 |
D |
$95.24 |
$166,092 |
D/D |
(1,744) |
48,051 |
|
- |
|
| Ladd Delano |
EVP, General Counsel |
• – – |
2026-01-09 |
4 |
D |
$95.24 |
$70,380 |
D/D |
(739) |
73,240 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2025-12-19 |
4 |
GA |
$0.00 |
$0 |
I/I |
140,000 |
140,000 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2025-12-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
140,000 |
409,735 |
|
- |
|
| Ladd Delano |
EVP, General Counsel |
• – – |
2025-12-19 |
4 |
AS |
$94.72 |
$142,080 |
D/D |
(1,500) |
73,979 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2025-12-18 |
4 |
S |
$95.45 |
$1,046,090 |
D/D |
(10,959) |
45,742 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2025-12-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
500 |
549,735 |
|
- |
|
| Wellborn Gayle Furgurson |
|
– • – |
2025-12-12 |
4 |
S |
$98.03 |
$425,331 |
D/D |
(4,339) |
19,733 |
|
- |
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| Wellborn Gayle Furgurson |
|
– • – |
2025-12-12 |
4 |
OE |
$50.41 |
$218,729 |
D/D |
4,339 |
24,072 |
|
- |
|
| 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 |
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- |
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847 Records found
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Page 1 of 34 |
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