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| |
| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
89,351,000 |
| 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 |
|
Member Indexes:
|
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:
|
|
|
| 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:
|
|
|
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 |
68,823 |
190,925 |
312,041 |
366,426 |
| Total Sell Value |
$5,482,843 |
$13,662,914 |
$21,920,030 |
$25,752,930 |
| Total People Sold |
3 |
6 |
9 |
12 |
| Total Sell Transactions |
3 |
8 |
17 |
24 |
| End Date |
2024-02-29 |
2023-11-28 |
2023-05-30 |
2022-05-30 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Kessler Jon |
President and CEO |
• • – |
2020-04-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
100,000 |
405,715 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2020-04-06 |
4 |
D |
$43.97 |
$394,324 |
D/D |
(8,969) |
59,884 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2020-04-06 |
4 |
D |
$43.97 |
$454,952 |
D/D |
(10,348) |
42,444 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2020-04-06 |
4 |
D |
$43.97 |
$394,324 |
D/D |
(8,969) |
29,884 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2020-04-06 |
4 |
D |
$43.97 |
$82,171 |
D/D |
(1,869) |
37,307 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2020-04-06 |
4 |
D |
$43.97 |
$1,854,012 |
D/D |
(42,170) |
505,715 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2020-04-06 |
4 |
D |
$43.97 |
$159,989 |
D/D |
(3,639) |
30,211 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2020-04-05 |
4 |
A |
$0.00 |
$0 |
D/D |
3,651 |
17,485 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
22,051 |
39,176 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
38,853 |
68,853 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
18,461 |
28,296 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
3,061 |
13,834 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
23,883 |
33,850 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
10,095 |
22,447 |
|
- |
|
| Hostetter Adam J |
EVP Chief Marketing Officer |
• – – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
3,294 |
19,376 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
38,853 |
38,853 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
24,000 |
52,792 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2020-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
105,475 |
547,885 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2020-03-27 |
4 |
D |
$52.21 |
$64,124 |
D/D |
(1,228) |
28,792 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2020-03-27 |
4 |
D |
$52.22 |
$37,388 |
D/D |
(716) |
12,352 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2020-03-27 |
4 |
D |
$52.22 |
$25,064 |
D/D |
(480) |
17,125 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2020-03-27 |
4 |
D |
$52.22 |
$33,056 |
D/D |
(633) |
9,967 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2020-03-26 |
4 |
D |
$55.33 |
$40,059 |
D/D |
(724) |
30,020 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2020-03-26 |
4 |
D |
$55.33 |
$4,537 |
D/D |
(82) |
10,773 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2020-03-26 |
4 |
D |
$55.33 |
$17,651 |
D/D |
(319) |
13,068 |
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- |
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815 Records found
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Page 11 of 33 |
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