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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:
|
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|
| 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 |
  Dilsaver Evelyn S |
Director |
– • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,637 |
5,193 |
|
- |
|
| Dillon Adrian T |
Director |
– • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,430 |
13,121 |
|
- |
|
| Selander Robert W |
Director |
– • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
6,050 |
17,798 |
|
- |
|
| Sacks Ian |
Director |
– • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
4,166 |
149,064 |
|
- |
|
| Wellborn Gayle Furgurson |
Director |
– • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,430 |
5,074 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,273 |
6,829 |
|
- |
|
| Medici Frank |
Director |
– • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
4,364 |
10,745 |
|
- |
|
| Medici Frank |
Director |
– • – |
2018-01-29 |
4 |
S |
$52.01 |
$2,595,284 |
I/I |
(49,900) |
6,354,661 |
|
- |
|
| Berkley W R Corp |
10% Owner |
– – • |
2018-01-29 |
4 |
S |
$52.01 |
$2,595,284 |
I/I |
(49,900) |
6,354,661 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-01-29 |
4 |
AS |
$52.00 |
$624,000 |
D/D |
(12,000) |
5,652 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2018-01-29 |
4 |
OE |
$1.50 |
$18,000 |
D/D |
12,000 |
17,652 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-01-25 |
4 |
AS |
$49.29 |
$1,978,691 |
D/D |
(40,000) |
445,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2018-01-25 |
4 |
OE |
$14.00 |
$560,000 |
D/D |
40,000 |
485,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-01-22 |
4 |
AS |
$48.00 |
$456,014 |
D/D |
(9,500) |
90,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2018-01-22 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
99,500 |
|
- |
|
| Selander Robert W |
Director |
– • – |
2018-01-08 |
4 |
A |
$0.00 |
$0 |
D/D |
10,748 |
11,748 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2017-12-20 |
4 |
AS |
$47.84 |
$455,148 |
D/D |
(9,500) |
87,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2017-12-20 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
96,500 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-12-15 |
4 |
GD |
$0.00 |
$0 |
I/I |
7,000 |
733,285 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2017-12-12 |
4 |
S |
$43.32 |
$1,143,894 |
D/D |
(26,405) |
4,037 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2017-12-12 |
4 |
OE |
$24.36 |
$728,613 |
D/D |
26,405 |
30,442 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2017-12-04 |
4 |
AS |
$50.02 |
$509,656 |
D/D |
(10,000) |
5,652 |
|
- |
|
| Dreier Ashley |
Executive, VP, CTO and CIO |
• – – |
2017-12-04 |
4 |
OE |
$1.50 |
$15,000 |
D/D |
10,000 |
15,652 |
|
- |
|
| Berkley W R Corp |
10% Owner |
– – • |
2017-11-30 |
4 |
S |
$52.33 |
$2,970,792 |
I/I |
(56,771) |
6,404,561 |
|
- |
|
| Medici Frank |
Director |
– • – |
2017-11-30 |
4 |
S |
$52.33 |
$2,970,792 |
I/I |
(56,771) |
6,404,561 |
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- |
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815 Records found
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Page 18 of 33 |
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