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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:
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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 |
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 |
  Dilsaver Evelyn S |
Director |
– • – |
2018-07-05 |
4 |
OE |
$25.39 |
$380,850 |
D/D |
15,000 |
28,193 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2018-06-21 |
4 |
D |
$81.36 |
$62,159 |
D/D |
(764) |
12,835 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-06-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
17,000 |
566,285 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2018-06-08 |
4 |
S |
$77.45 |
$619,600 |
D/D |
(8,000) |
10,471 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2018-06-08 |
4 |
OE |
$18.93 |
$151,440 |
D/D |
8,000 |
18,471 |
|
- |
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| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-06-07 |
4 |
S |
$80.49 |
$169,029 |
D/D |
(2,100) |
2,890 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-06-07 |
4 |
OE |
$41.28 |
$82,560 |
D/D |
2,000 |
4,990 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-05-21 |
4 |
AS |
$73.93 |
$702,337 |
D/D |
(9,500) |
102,000 |
|
- |
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| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-05-21 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
111,500 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-05-14 |
4 |
AS |
$70.85 |
$2,553,914 |
D/D |
(36,000) |
33,189 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-05-14 |
4 |
OE |
$1.50 |
$462,975 |
D/D |
36,000 |
69,189 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-10 |
4 |
AS |
$70.21 |
$3,070,538 |
I/I |
(43,736) |
203,000 |
|
- |
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| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-10 |
4 |
AS |
$70.21 |
$624,063 |
D/D |
(8,889) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-10 |
4 |
OE |
$14.00 |
$124,446 |
D/D |
8,889 |
8,889 |
|
- |
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| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-09 |
4 |
AS |
$70.15 |
$4,813,557 |
I/I |
(68,507) |
213,934 |
|
- |
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| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-09 |
4 |
AS |
$70.15 |
$978,492 |
D/D |
(13,926) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-09 |
4 |
OE |
$14.00 |
$194,964 |
D/D |
13,926 |
13,926 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-08 |
4 |
AS |
$69.59 |
$6,106,838 |
I/I |
(87,757) |
231,061 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-08 |
4 |
AS |
$69.59 |
$1,241,382 |
D/D |
(17,839) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2018-05-08 |
4 |
OE |
$1.25 |
$241,408 |
D/D |
17,839 |
17,839 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-05-02 |
4 |
AS |
$67.00 |
$201,000 |
D/D |
(3,000) |
33,189 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-05-02 |
4 |
OE |
$14.00 |
$42,000 |
D/D |
3,000 |
36,189 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-05-02 |
4 |
AS |
$66.83 |
$8,019,672 |
D/D |
(120,000) |
415,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-05-02 |
4 |
OE |
$14.00 |
$1,680,000 |
D/D |
120,000 |
535,000 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-04-30 |
4 |
AS |
$67.00 |
$1,088,750 |
D/D |
(16,250) |
33,189 |
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- |
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815 Records found
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Page 15 of 33 |
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