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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 |
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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:
|
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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:
|
|
|
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 |
  Hill Angelique Christine |
Exec VP, Operations |
• – – |
2019-07-12 |
4 |
S |
$71.40 |
$678,317 |
D/D |
(9,500) |
13,387 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2019-07-12 |
4 |
OE |
$3.50 |
$106,750 |
D/D |
9,500 |
22,887 |
|
- |
|
| Dillon Adrian T |
Director |
– • – |
2019-07-12 |
4 |
B |
$61.00 |
$610,000 |
D/D |
10,000 |
25,635 |
2.39 |
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2019-07-12 |
4 |
B |
$61.00 |
$610,000 |
I/I |
10,000 |
576,285 |
2.66 |
- |
|
| Selander Robert W |
Director |
– • – |
2019-07-12 |
4 |
B |
$61.00 |
$610,000 |
D/D |
10,000 |
32,669 |
2.39 |
- |
|
| Kessler Jon |
President and CEO |
• • – |
2019-07-12 |
4 |
B |
$61.00 |
$610,000 |
D/D |
10,000 |
442,410 |
2.81 |
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2019-07-11 |
4 |
GD |
$0.00 |
$0 |
D/D |
110 |
18,012 |
|
- |
|
| Hostetter Adam J |
EVP Chief Marketing Officer |
• – – |
2019-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
16,082 |
16,082 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2019-06-21 |
4 |
D |
$67.65 |
$51,279 |
D/D |
(758) |
18,122 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-06-20 |
4 |
AS |
$71.69 |
$286,760 |
D/D |
(4,000) |
58,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-05-20 |
4 |
AS |
$67.73 |
$272,668 |
D/D |
(4,000) |
62,000 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2019-04-05 |
4 |
D |
$76.14 |
$129,590 |
D/D |
(1,702) |
37,487 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2019-03-27 |
4 |
D |
$73.61 |
$36,952 |
D/D |
(502) |
18,880 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2019-03-27 |
4 |
D |
$73.61 |
$42,915 |
D/D |
(583) |
10,958 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2019-03-27 |
4 |
D |
$73.61 |
$52,042 |
D/D |
(707) |
13,387 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2019-03-27 |
4 |
D |
$73.61 |
$58,373 |
D/D |
(793) |
39,189 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2019-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
4,528 |
19,382 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2019-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
4,076 |
11,541 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2019-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
1,132 |
11,613 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2019-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
3,623 |
14,094 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2019-03-26 |
4 |
A |
$0.00 |
$0 |
D/D |
6,793 |
39,982 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-03-20 |
4 |
AS |
$84.60 |
$338,387 |
D/D |
(4,000) |
70,000 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2019-02-20 |
4 |
AS |
$78.00 |
$536,250 |
D/D |
(6,875) |
7,465 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2019-02-20 |
4 |
OE |
$30.57 |
$210,169 |
D/D |
6,875 |
14,340 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2019-02-20 |
4 |
AS |
$77.87 |
$311,478 |
D/D |
(4,000) |
74,000 |
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- |
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815 Records found
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Page 13 of 33 |
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