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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 |
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| 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:
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| 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 |
317,581 |
323,331 |
465,033 |
810,351 |
| Total Sell Value |
$35,110,836 |
$35,750,763 |
$47,784,476 |
$73,769,258 |
| Total People Sold |
4 |
4 |
9 |
14 |
| Total Sell Transactions |
6 |
7 |
20 |
42 |
| End Date |
2025-03-30 |
2024-12-27 |
2024-06-28 |
2023-06-29 |
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| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
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|
| 3m +/- |
|
|
Form |
  Mccowan Debra Charlotte |
|
– • – |
2025-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,003 |
9,782 |
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- |
|
| 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 |
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- |
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| 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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| Selander Robert W |
|
– • – |
2025-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,003 |
86,972 |
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- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2025-06-09 |
4 |
S |
$111.37 |
$1,447,866 |
D/D |
(13,000) |
62,689 |
|
- |
|
| Kessler Jon |
Former Director |
– – – |
2025-06-06 |
4 |
S |
$111.83 |
$10,954,322 |
I/I |
(97,767) |
75,000 |
|
- |
|
| Kessler Jon |
Former Director |
– – – |
2025-06-06 |
4 |
OE |
$41.28 |
$3,855,212 |
I/I |
71,532 |
172,767 |
|
- |
|
| Kessler Jon |
Former Director |
– – – |
2025-06-06 |
4 |
S |
$111.84 |
$15,038,655 |
D/D |
(134,183) |
253,510 |
|
- |
|
| Kessler Jon |
Former Director |
– – – |
2025-06-06 |
4 |
OE |
$41.28 |
$5,017,970 |
D/D |
79,681 |
387,693 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2025-06-06 |
4 |
S |
$112.56 |
$6,528,434 |
D/D |
(58,000) |
75,689 |
|
- |
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| Selander Robert W |
|
– • – |
2025-04-09 |
4 |
AS |
$76.79 |
$446,513 |
D/D |
(5,750) |
84,969 |
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- |
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| Selander Robert W |
|
– • – |
2025-04-09 |
4 |
OE |
$28.68 |
$358,500 |
D/D |
12,500 |
90,719 |
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- |
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| Kessler Jon |
|
– • – |
2025-04-08 |
4 |
D |
$79.88 |
$8,111,364 |
D/D |
(101,545) |
308,012 |
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- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2025-04-08 |
4 |
D |
$79.88 |
$4,159,965 |
D/D |
(52,078) |
133,689 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2025-04-08 |
4 |
D |
$79.88 |
$720,433 |
D/D |
(9,019) |
113,642 |
|
- |
|
| Ladd Delano |
EVP, General Counsel |
• – – |
2025-04-08 |
4 |
D |
$79.88 |
$558,438 |
D/D |
(6,991) |
86,426 |
|
- |
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| Fiore Michael Henry |
EVP, CHIEF COMMERCIAL OFFICER |
• – – |
2025-04-04 |
4 |
AS |
$78.26 |
$695,046 |
D/D |
(8,881) |
56,655 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2025-04-03 |
4 |
D |
$83.88 |
$318,727 |
D/D |
(3,800) |
185,767 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2025-04-03 |
4 |
D |
$83.88 |
$110,380 |
D/D |
(1,316) |
122,661 |
|
- |
|
| Lucania James M |
EVP & CFO |
• – – |
2025-04-03 |
4 |
D |
$83.88 |
$353,294 |
D/D |
(4,212) |
91,804 |
|
- |
|
| Fiore Michael Henry |
EVP, CHIEF COMMERCIAL OFFICER |
• – – |
2025-04-03 |
4 |
D |
$83.87 |
$405,866 |
D/D |
(4,839) |
65,536 |
|
- |
|
| Ladd Delano |
EVP, General Counsel |
• – – |
2025-04-03 |
4 |
D |
$83.88 |
$113,402 |
D/D |
(1,352) |
93,417 |
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865 Records found
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Page 1 of 35 |
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