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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:
|
|
|
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 |
2024-02-25 |
2023-11-24 |
2023-05-26 |
2022-05-26 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Otten William Robert |
Executive VP of Sales |
• – – |
2020-03-26 |
4 |
D |
$55.33 |
$22,520 |
D/D |
(407) |
17,605 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2020-03-26 |
4 |
D |
$55.33 |
$19,808 |
D/D |
(358) |
10,600 |
|
- |
|
| Wellborn Gayle Furgurson |
Director |
– • – |
2020-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,876 |
10,543 |
|
- |
|
| Medici Frank |
Director |
– • – |
2020-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
4,011 |
18,292 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2020-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,876 |
7,446 |
|
- |
|
| Dillon Adrian T |
Director |
– • – |
2020-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,763 |
28,398 |
|
- |
|
| Mccowan Debra Charlotte |
Director |
– • – |
2020-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,876 |
10,478 |
|
- |
|
| Selander Robert W |
Director |
– • – |
2020-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,876 |
35,545 |
|
- |
|
| Dilsaver Evelyn S |
Director |
– • – |
2020-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,438 |
17,224 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2020-01-27 |
4 |
AS |
$68.65 |
$440,733 |
D/D |
(6,420) |
9,723 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2020-01-27 |
4 |
OE |
$59.63 |
$382,825 |
D/D |
6,420 |
16,143 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2020-01-24 |
4 |
AS |
$70.83 |
$1,916,964 |
D/D |
(26,993) |
30,744 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2020-01-24 |
4 |
OE |
$14.00 |
$451,850 |
D/D |
20,250 |
57,737 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-12-20 |
4 |
AS |
$76.53 |
$306,120 |
D/D |
(4,000) |
34,000 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2019-12-18 |
4 |
D |
$74.72 |
$56,638 |
D/D |
(758) |
9,723 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-11-20 |
4 |
AS |
$60.39 |
$241,572 |
D/D |
(4,000) |
38,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-10-21 |
4 |
AS |
$56.90 |
$227,587 |
D/D |
(4,000) |
42,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-09-20 |
4 |
AS |
$61.61 |
$246,440 |
D/D |
(4,000) |
46,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-08-20 |
4 |
AS |
$60.81 |
$243,300 |
D/D |
(4,000) |
50,000 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2019-08-13 |
4 |
D |
$67.55 |
$53,027 |
D/D |
(785) |
9,835 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-07-22 |
4 |
AS |
$79.56 |
$318,240 |
D/D |
(4,000) |
54,000 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2019-07-22 |
4 |
AS |
$80.00 |
$550,000 |
D/D |
(6,875) |
10,958 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2019-07-22 |
4 |
OE |
$24.36 |
$167,475 |
D/D |
6,875 |
17,833 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2019-07-12 |
4 |
S |
$70.85 |
$674,830 |
D/D |
(9,524) |
4,570 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2019-07-12 |
4 |
OE |
$21.27 |
$137,192 |
D/D |
6,450 |
14,094 |
|
- |
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815 Records found
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Page 12 of 33 |
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