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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 |
  Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-04-30 |
4 |
OE |
$24.36 |
$395,850 |
D/D |
16,250 |
49,439 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-04-20 |
4 |
AS |
$65.46 |
$622,027 |
D/D |
(9,500) |
99,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-04-20 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
108,500 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2018-04-12 |
4 |
S |
$63.98 |
$879,685 |
D/D |
(13,750) |
7,465 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2018-04-12 |
4 |
OE |
$24.36 |
$334,950 |
D/D |
13,750 |
21,215 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-04-12 |
4 |
S |
$64.00 |
$32,000 |
D/D |
(500) |
2,990 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-04-12 |
4 |
OE |
$41.28 |
$20,640 |
D/D |
500 |
3,490 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-04-05 |
4 |
A |
$0.00 |
$0 |
D/D |
23,577 |
33,189 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-04-05 |
4 |
S |
$63.85 |
$95,775 |
D/D |
(1,500) |
2,990 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-04-05 |
4 |
OE |
$41.28 |
$61,920 |
D/D |
1,500 |
4,490 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-04-02 |
4 |
S |
$60.52 |
$11,922 |
D/D |
(197) |
2,990 |
|
- |
|
| Mccowan Debra Charlotte |
Director |
– • – |
2018-04-01 |
4 |
A |
$0.00 |
$0 |
D/D |
5,009 |
5,009 |
|
- |
|
| Soldan Jon |
Exec VP, Operations |
• – – |
2018-03-28 |
4 |
S |
$61.30 |
$60,994 |
D/D |
(995) |
8,020 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2018-03-27 |
4 |
D |
$63.50 |
$11,557 |
D/D |
(182) |
13,599 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2018-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
3,781 |
13,781 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-03-27 |
4 |
S |
$63.02 |
$63,020 |
D/D |
(1,000) |
3,187 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-03-27 |
4 |
OE |
$41.28 |
$41,280 |
D/D |
1,000 |
4,187 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-03-27 |
4 |
D |
$63.50 |
$11,557 |
D/D |
(182) |
3,187 |
|
- |
|
| Robinson Gary D |
EVP, Chief Marketing Officer |
• – – |
2018-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,350 |
3,369 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2018-03-27 |
4 |
D |
$63.50 |
$22,416 |
D/D |
(353) |
7,465 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2018-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
3,781 |
7,818 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-03-27 |
4 |
D |
$63.50 |
$40,069 |
D/D |
(631) |
9,612 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
4,591 |
10,243 |
|
- |
|
| Soldan Jon |
Exec VP, Operations |
• – – |
2018-03-27 |
4 |
D |
$63.50 |
$26,543 |
D/D |
(418) |
9,015 |
|
- |
|
| Soldan Jon |
Exec VP, Operations |
• – – |
2018-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
3,781 |
9,433 |
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- |
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815 Records found
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Page 16 of 33 |
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