HQY : Insider Transactions for Healthequity Inc

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.

D/I:

D is for direct shares.
I is for indirect shares.

D/I refers to the Direct or Indirect shares traded vs. held.

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.

3m +/-:

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.

Actions:

B	Buy
S	Sell
OE	Option Exercised
A	Acquired
D	Disposed
AB	Automatic Buy
AS	Automatic Sell
IO	Initial Ownership

Download:

Download only Transactions Forms. (Default)

Download only Summary Infomation.

Download both Transactions and Summary Data

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

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Records found: 815

Page 19 of 33

Filer's Name

Relation Title

Off-Dir-10%

Tran. Date

Form

Action

Price

Mkt Value

D/I

Shares

Holdings

Rank

3m +/-

Form

Berkley W R Corp

10% Owner

– – •

2017-11-29

$52.05

$36,432

I/I

(700)

6,461,332

Medici Frank

Director

– • –

2017-11-29

$52.05

$36,432

I/I

(700)

6,461,332

Berkley W R Corp

10% Owner

– – •

2017-11-27

$52.14

$641,342

I/I

(12,300)

6,462,032

Medici Frank

Director

– • –

2017-11-27

$52.14

$641,342

I/I

(12,300)

6,462,032

Berkley Capital Investors, L.p.

10% Owner

– – •

2017-11-24

$51.42

$387,684

I/I

(7,540)

6,474,332

Medici Frank

Director

– • –

2017-11-24

$51.42

$387,684

I/I

(7,540)

6,474,332

Berkley Capital Investors, L.p.

10% Owner

– – •

2017-11-22

$51.54

$577,204

I/I

(11,200)

6,481,872

Medici Frank

Director

– • –

2017-11-22

$51.54

$577,204

I/I

(11,200)

6,481,872

Berkley Capital Investors, L.p.

10% Owner

– – •

2017-11-21

$51.25

$2,996,964

I/I

(58,481)

6,493,072

Medici Frank

Director

– • –

2017-11-21

$51.25

$2,996,964

I/I

(58,481)

6,493,072

Mott Darcy G

Executive VP and CFO

• – –

2017-11-20

$49.68

$471,976

D/D

(9,500)

84,000

Mott Darcy G

Executive VP and CFO

• – –

2017-11-20

$1.25

$15,625

D/D

12,500

93,500

Berkley W R Corp

10% Owner

– – •

2017-11-16

$51.09

$1,163,674

I/I

(22,779)

6,551,553

Medici Frank

Director

– • –

2017-11-16

$51.09

$1,163,674

I/I

(22,779)

6,551,553

Berkley W R Corp

10% Owner

– – •

2017-11-15

$51.05

$35,738

I/I

(700)

6,574,332

Medici Frank

Director

– • –

2017-11-15

$51.05

$35,738

I/I

(700)

6,574,332

Medici Frank

Director

– • –

2017-11-07

$54.11

$849,624

I/I

(15,702)

6,575,032

Berkley W R Corp

10% Owner

– – •

2017-11-07

$54.11

$849,624

I/I

(15,702)

6,575,032

Medici Frank

Director

– • –

2017-11-06

$51.32

$19,873,681

I/I

(373,500)

6,590,734

Berkley W R Corp

10% Owner

– – •

2017-11-06

$51.32

$19,873,681

I/I

(373,500)

6,590,734

Medici Frank

Director

– • –

2017-11-03

$51.09

$1,655,537

I/I

(32,404)

6,964,234

Berkley W R Corp

10% Owner

– – •

2017-11-03

$51.09

$1,655,537

I/I

(32,404)

6,964,234

Medici Frank

Director

– • –

2017-11-02

$51.02

$693,896

I/I

(13,600)

6,996,638

Berkley W R Corp

10% Owner

– – •

2017-11-02

$51.02

$693,896

I/I

(13,600)

6,996,638

Berkley W R Corp

10% Owner

– – •

2017-10-24

$51.11

$403,781

I/I

(7,900)

7,010,238

815 Records found	Previous 10 11 12 13 14 15 16 17 18 19 Next	Page 19 of 33

Transaction Code Key:				Ownership Code Key
B	- Buy	AB	- Automatic Buy	D	- Direct Ownership
S	- Sell	AS	- Automatic Sell	I	- Indirect Ownership
OE	- Options Exercised	A	- Acquired
IO	- Initital Ownership	D	- Disposed

Summary:

Chart:

3m +/-: