|
|
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 |
Berkley W R Corp |
10% Owner |
|
2017-11-29 |
4 |
S |
$52.05 |
$36,432 |
I/I |
(700) |
6,461,332 |
|
- |
|
Medici Frank |
Director |
|
2017-11-29 |
4 |
S |
$52.05 |
$36,432 |
I/I |
(700) |
6,461,332 |
|
- |
|
Berkley W R Corp |
10% Owner |
|
2017-11-27 |
4 |
S |
$52.14 |
$641,342 |
I/I |
(12,300) |
6,462,032 |
|
- |
|
Medici Frank |
Director |
|
2017-11-27 |
4 |
S |
$52.14 |
$641,342 |
I/I |
(12,300) |
6,462,032 |
|
- |
|
Berkley Capital Investors, L.p. |
10% Owner |
|
2017-11-24 |
4 |
S |
$51.42 |
$387,684 |
I/I |
(7,540) |
6,474,332 |
|
- |
|
Medici Frank |
Director |
|
2017-11-24 |
4 |
S |
$51.42 |
$387,684 |
I/I |
(7,540) |
6,474,332 |
|
- |
|
Berkley Capital Investors, L.p. |
10% Owner |
|
2017-11-22 |
4 |
S |
$51.54 |
$577,204 |
I/I |
(11,200) |
6,481,872 |
|
- |
|
Medici Frank |
Director |
|
2017-11-22 |
4 |
S |
$51.54 |
$577,204 |
I/I |
(11,200) |
6,481,872 |
|
- |
|
Berkley Capital Investors, L.p. |
10% Owner |
|
2017-11-21 |
4 |
S |
$51.25 |
$2,996,964 |
I/I |
(58,481) |
6,493,072 |
|
- |
|
Medici Frank |
Director |
|
2017-11-21 |
4 |
S |
$51.25 |
$2,996,964 |
I/I |
(58,481) |
6,493,072 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2017-11-20 |
4 |
AS |
$49.68 |
$471,976 |
D/D |
(9,500) |
84,000 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2017-11-20 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
93,500 |
|
- |
|
Berkley W R Corp |
10% Owner |
|
2017-11-16 |
4 |
S |
$51.09 |
$1,163,674 |
I/I |
(22,779) |
6,551,553 |
|
- |
|
Medici Frank |
Director |
|
2017-11-16 |
4 |
S |
$51.09 |
$1,163,674 |
I/I |
(22,779) |
6,551,553 |
|
- |
|
Berkley W R Corp |
10% Owner |
|
2017-11-15 |
4 |
S |
$51.05 |
$35,738 |
I/I |
(700) |
6,574,332 |
|
- |
|
Medici Frank |
Director |
|
2017-11-15 |
4 |
S |
$51.05 |
$35,738 |
I/I |
(700) |
6,574,332 |
|
- |
|
Medici Frank |
Director |
|
2017-11-07 |
4 |
S |
$54.11 |
$849,624 |
I/I |
(15,702) |
6,575,032 |
|
- |
|
Berkley W R Corp |
10% Owner |
|
2017-11-07 |
4 |
S |
$54.11 |
$849,624 |
I/I |
(15,702) |
6,575,032 |
|
- |
|
Medici Frank |
Director |
|
2017-11-06 |
4 |
S |
$51.32 |
$19,873,681 |
I/I |
(373,500) |
6,590,734 |
|
- |
|
Berkley W R Corp |
10% Owner |
|
2017-11-06 |
4 |
S |
$51.32 |
$19,873,681 |
I/I |
(373,500) |
6,590,734 |
|
- |
|
Medici Frank |
Director |
|
2017-11-03 |
4 |
S |
$51.09 |
$1,655,537 |
I/I |
(32,404) |
6,964,234 |
|
- |
|
Berkley W R Corp |
10% Owner |
|
2017-11-03 |
4 |
S |
$51.09 |
$1,655,537 |
I/I |
(32,404) |
6,964,234 |
|
- |
|
Medici Frank |
Director |
|
2017-11-02 |
4 |
S |
$51.02 |
$693,896 |
I/I |
(13,600) |
6,996,638 |
|
- |
|
Berkley W R Corp |
10% Owner |
|
2017-11-02 |
4 |
S |
$51.02 |
$693,896 |
I/I |
(13,600) |
6,996,638 |
|
- |
|
Berkley W R Corp |
10% Owner |
|
2017-10-24 |
4 |
S |
$51.11 |
$403,781 |
I/I |
(7,900) |
7,010,238 |
|
- |
|
815 Records found
|
|
Page 19 of 33 |
|
|