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Healthequity Inc (HQY)  
$0.00 0.00 (0.00%) as of 4:30 Fri 2/14


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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    :  -

 

                 
 
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.


 
 
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

   
Records found: 815
  Page 20 of 33  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Medici Frank Director   –       •      –    2017-10-24 4 S $51.11 $403,781 I/I (7,900) 7,010,238     -
   Mott Darcy G Executive VP and CFO   •       –      –    2017-10-20 4 AS $49.90 $474,021 D/D (9,500) 81,000     -
   Mott Darcy G Executive VP and CFO   •       –      –    2017-10-20 4 OE $1.25 $15,625 D/D 12,500 90,500     -
   Berkley W R Corp 10% Owner   –       –       •   2017-10-12 4 S $51.91 $591,497 I/I (11,395) 7,018,138     -
   Medici Frank Director   –       •      –    2017-10-12 4 S $51.91 $591,497 I/I (11,395) 7,018,138     -
   Medici Frank Director   –       •      –    2017-10-09 4 S $51.95 $57,147 I/I (1,100) 7,029,533     -
   Berkley W R Corp 10% Owner   –       –       •   2017-10-09 4 S $51.95 $57,147 I/I (1,100) 7,029,533     -
   Medici Frank Director   –       •      –    2017-10-06 4 S $51.97 $1,508,735 I/I (29,032) 7,030,633     -
   Berkley W R Corp 10% Owner   –       –       •   2017-10-06 4 S $51.97 $1,508,735 I/I (29,032) 7,030,633     -
   Medici Frank Director   –       •      –    2017-10-05 4 S $51.96 $14,887,851 I/I (286,512) 7,059,665     -
   Berkley W R Corp 10% Owner   –       –       •   2017-10-05 4 S $51.96 $14,887,851 I/I (286,512) 7,059,665     -
   Mott Darcy G Executive VP and CFO   •       –      –    2017-09-20 4 AS $46.79 $444,503 D/D (9,500) 78,000     -
   Mott Darcy G Executive VP and CFO   •       –      –    2017-09-20 4 OE $1.25 $15,625 D/D 12,500 87,500     -
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-09-15 4 AS $45.21 $339,374 I/I (7,500) 253,000     -
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-09-15 4 AS $45.15 $45,146 D/D (1,000) 0     -
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-09-15 4 OE $14.00 $14,000 D/D 1,000 1,000     -
   Dreier Ashley Executive VP, CTO and CIO   •       –      –    2017-09-06 4 AS $45.50 $455,000 D/D (10,000) 5,652     -
   Dreier Ashley Executive VP, CTO and CIO   •       –      –    2017-09-06 4 OE $1.50 $15,000 D/D 10,000 15,652     -
   Kessler Jon President and CEO   •       •      –    2017-09-01 4 OE $1.25 $31,250 D/D 25,000 445,000     -
   Soldan Jon Exec VP, Operations   •       –      –    2017-08-28 4 AS $40.68 $1,017,072 D/D (25,000) 5,652     -
   Soldan Jon Exec VP, Operations   •       –      –    2017-08-28 4 OE $28.69 $717,250 D/D 25,000 30,652     -
   Mott Darcy G Executive VP and CFO   •       –      –    2017-08-21 4 AS $42.00 $398,956 D/D (9,500) 75,000     -
   Mott Darcy G Executive VP and CFO   •       –      –    2017-08-21 4 OE $1.25 $15,625 D/D 12,500 84,500     -
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-08-15 4 AS $46.65 $349,854 I/I (7,500) 258,000     -
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-08-15 4 AS $46.69 $46,689 D/D (1,000) 0     -

  815 Records found
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  Page 20 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