|
|
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.
|
|
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 |
|
Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
Corvino Frank |
Director |
|
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,593 |
7,644 |
|
- |
|
Sacks Ian |
Director |
|
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,732 |
152,796 |
|
- |
|
Medici Frank |
Director |
|
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,536 |
14,281 |
|
- |
|
Dilsaver Evelyn S |
Director |
|
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,593 |
15,786 |
|
- |
|
Wellborn Gayle Furgurson |
Director |
|
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,593 |
7,667 |
|
- |
|
Mccowan Debra Charlotte |
Director |
|
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,593 |
7,602 |
|
- |
|
Selander Robert W |
Director |
|
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
4,871 |
22,669 |
|
- |
|
Dillon Adrian T |
Director |
|
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,514 |
15,635 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2019-01-22 |
4 |
AS |
$60.41 |
$243,251 |
D/D |
(4,000) |
78,000 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2018-12-20 |
4 |
AS |
$60.28 |
$241,111 |
D/D |
(4,000) |
82,000 |
|
- |
|
Trittschuh Larry L |
EVP Chief Security Officer |
|
2018-12-17 |
4 |
A |
$0.00 |
$0 |
D/D |
10,481 |
10,481 |
|
- |
|
Kessler Jon |
President and CEO |
|
2018-12-14 |
4 |
OE |
$41.28 |
$718,685 |
D/D |
17,410 |
432,410 |
|
- |
|
Corvino Frank |
Director |
|
2018-12-12 |
4 |
S |
$70.81 |
$146,427 |
D/D |
(2,068) |
5,051 |
|
- |
|
Corvino Frank |
Director |
|
2018-12-12 |
4 |
OE |
$21.27 |
$43,986 |
D/D |
2,068 |
7,119 |
|
- |
|
Corvino Frank |
Director |
|
2018-12-10 |
4 |
S |
$67.78 |
$120,508 |
D/D |
(1,778) |
5,051 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2018-11-20 |
4 |
AS |
$74.44 |
$307,629 |
D/D |
(4,000) |
86,000 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2018-10-22 |
4 |
AS |
$86.56 |
$348,043 |
D/D |
(4,000) |
90,000 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2018-09-20 |
4 |
AS |
$92.48 |
$371,713 |
D/D |
(4,000) |
94,000 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2018-08-20 |
4 |
AS |
$86.14 |
$345,499 |
D/D |
(4,000) |
98,000 |
|
- |
|
Bloomberg Edward |
Chief Operating Officer |
|
2018-08-13 |
4 |
A |
$0.00 |
$0 |
D/D |
10,620 |
10,620 |
|
- |
|
Medici Frank |
Director |
|
2018-07-13 |
4 |
S |
$80.40 |
$555,049 |
D/D |
(6,904) |
10,745 |
|
- |
|
Medici Frank |
Director |
|
2018-07-13 |
4 |
OE |
$14.00 |
$96,656 |
D/D |
6,904 |
17,649 |
|
- |
|
Medici Frank |
Director |
|
2018-07-10 |
4 |
S |
$80.15 |
$1,249,980 |
D/D |
(15,596) |
10,745 |
|
- |
|
Medici Frank |
Director |
|
2018-07-10 |
4 |
OE |
$14.00 |
$218,344 |
D/D |
15,596 |
26,341 |
|
- |
|
Dilsaver Evelyn S |
Director |
|
2018-07-05 |
4 |
S |
$77.46 |
$1,161,936 |
D/D |
(15,000) |
13,193 |
|
- |
|
815 Records found
|
|
Page 14 of 33 |
|
|