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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 |
2024-02-25 |
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 |
  Kessler Jon |
President and CEO |
• • – |
2018-03-23 |
4 |
GD |
$0.00 |
$0 |
D/D |
30,000 |
415,000 |
|
- |
|
| Soldan Jon |
Exec VP, Operations |
• – – |
2018-03-23 |
4 |
AS |
$64.00 |
$402,217 |
D/D |
(6,250) |
5,652 |
|
- |
|
| Soldan Jon |
Exec VP, Operations |
• – – |
2018-03-23 |
4 |
OE |
$24.36 |
$152,250 |
D/D |
6,250 |
11,902 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-03-22 |
4 |
AS |
$67.00 |
$3,735,250 |
D/D |
(55,750) |
5,652 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-03-22 |
4 |
OE |
$1.50 |
$83,625 |
D/D |
55,750 |
61,402 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-03-20 |
4 |
AS |
$59.42 |
$579,648 |
D/D |
(9,500) |
96,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-03-20 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
105,500 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-03-20 |
4 |
AS |
$60.00 |
$924,420 |
D/D |
(15,407) |
5,652 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-03-20 |
4 |
OE |
$1.50 |
$23,111 |
D/D |
15,407 |
21,059 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-03-14 |
4 |
AS |
$60.00 |
$1,955,580 |
D/D |
(32,593) |
5,652 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-03-14 |
4 |
OE |
$1.50 |
$48,890 |
D/D |
32,593 |
38,245 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-02-20 |
4 |
AS |
$55.18 |
$524,340 |
D/D |
(9,500) |
93,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-02-20 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
102,500 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-02-20 |
4 |
AS |
$55.31 |
$3,294,978 |
D/D |
(59,558) |
445,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-02-20 |
4 |
OE |
$14.00 |
$833,812 |
D/D |
59,558 |
504,558 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-02-16 |
4 |
AS |
$55.01 |
$152,652 |
D/D |
(2,775) |
445,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-02-16 |
4 |
OE |
$14.00 |
$38,850 |
D/D |
2,775 |
447,775 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-02-15 |
4 |
AS |
$55.02 |
$898,779 |
D/D |
(16,335) |
445,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-02-15 |
4 |
OE |
$14.00 |
$228,690 |
D/D |
16,335 |
461,335 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-02-14 |
4 |
AS |
$55.00 |
$73,260 |
D/D |
(1,332) |
445,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-02-14 |
4 |
OE |
$14.00 |
$18,648 |
D/D |
1,332 |
446,332 |
|
- |
|
| Berkley W R Corp |
See Remarks |
– – – |
2018-02-12 |
4 |
S |
$51.88 |
$12,448,060 |
I/I |
(237,000) |
6,004,661 |
|
- |
|
| Berkley W R Corp |
See Remarks |
– – – |
2018-02-09 |
4 |
S |
$51.52 |
$669,780 |
I/I |
(13,000) |
6,241,661 |
|
- |
|
| Medici Frank |
Director |
– • – |
2018-02-08 |
4 |
D |
$0.00 |
$0 |
I/I |
(6,354,661) |
0 |
|
- |
|
| Berkley W R Corp |
See Remarks |
– – – |
2018-02-08 |
4 |
S |
$51.25 |
$5,125,240 |
I/I |
(100,000) |
6,254,661 |
|
- |
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815 Records found
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Page 17 of 33 |
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