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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 |
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Level
I Sector: |
N/A |
Level
II Sector: |
N/A |
Level
III Sector: |
N/A |
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Member Indexes:
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Rankings:
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Insider 3 Months : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
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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:
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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 |
2024-02-29 |
2023-11-28 |
2023-05-30 |
2022-05-30 |
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Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
Medici Frank |
Director |
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2017-10-24 |
4 |
S |
$51.11 |
$403,781 |
I/I |
(7,900) |
7,010,238 |
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- |
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Mott Darcy G |
Executive VP and CFO |
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2017-10-20 |
4 |
AS |
$49.90 |
$474,021 |
D/D |
(9,500) |
81,000 |
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- |
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Mott Darcy G |
Executive VP and CFO |
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2017-10-20 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
90,500 |
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- |
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Berkley W R Corp |
10% Owner |
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2017-10-12 |
4 |
S |
$51.91 |
$591,497 |
I/I |
(11,395) |
7,018,138 |
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- |
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Medici Frank |
Director |
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2017-10-12 |
4 |
S |
$51.91 |
$591,497 |
I/I |
(11,395) |
7,018,138 |
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- |
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Medici Frank |
Director |
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2017-10-09 |
4 |
S |
$51.95 |
$57,147 |
I/I |
(1,100) |
7,029,533 |
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- |
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Berkley W R Corp |
10% Owner |
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2017-10-09 |
4 |
S |
$51.95 |
$57,147 |
I/I |
(1,100) |
7,029,533 |
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- |
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Medici Frank |
Director |
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2017-10-06 |
4 |
S |
$51.97 |
$1,508,735 |
I/I |
(29,032) |
7,030,633 |
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- |
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Berkley W R Corp |
10% Owner |
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2017-10-06 |
4 |
S |
$51.97 |
$1,508,735 |
I/I |
(29,032) |
7,030,633 |
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- |
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Medici Frank |
Director |
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2017-10-05 |
4 |
S |
$51.96 |
$14,887,851 |
I/I |
(286,512) |
7,059,665 |
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- |
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Berkley W R Corp |
10% Owner |
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2017-10-05 |
4 |
S |
$51.96 |
$14,887,851 |
I/I |
(286,512) |
7,059,665 |
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- |
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Mott Darcy G |
Executive VP and CFO |
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2017-09-20 |
4 |
AS |
$46.79 |
$444,503 |
D/D |
(9,500) |
78,000 |
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- |
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Mott Darcy G |
Executive VP and CFO |
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2017-09-20 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
87,500 |
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- |
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Neeleman Stephen |
Founder and Vice Chairman |
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2017-09-15 |
4 |
AS |
$45.21 |
$339,374 |
I/I |
(7,500) |
253,000 |
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- |
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Neeleman Stephen |
Founder and Vice Chairman |
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2017-09-15 |
4 |
AS |
$45.15 |
$45,146 |
D/D |
(1,000) |
0 |
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- |
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Neeleman Stephen |
Founder and Vice Chairman |
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2017-09-15 |
4 |
OE |
$14.00 |
$14,000 |
D/D |
1,000 |
1,000 |
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- |
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Dreier Ashley |
Executive VP, CTO and CIO |
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2017-09-06 |
4 |
AS |
$45.50 |
$455,000 |
D/D |
(10,000) |
5,652 |
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- |
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Dreier Ashley |
Executive VP, CTO and CIO |
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2017-09-06 |
4 |
OE |
$1.50 |
$15,000 |
D/D |
10,000 |
15,652 |
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- |
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Kessler Jon |
President and CEO |
|
2017-09-01 |
4 |
OE |
$1.25 |
$31,250 |
D/D |
25,000 |
445,000 |
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- |
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Soldan Jon |
Exec VP, Operations |
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2017-08-28 |
4 |
AS |
$40.68 |
$1,017,072 |
D/D |
(25,000) |
5,652 |
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- |
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Soldan Jon |
Exec VP, Operations |
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2017-08-28 |
4 |
OE |
$28.69 |
$717,250 |
D/D |
25,000 |
30,652 |
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- |
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Mott Darcy G |
Executive VP and CFO |
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2017-08-21 |
4 |
AS |
$42.00 |
$398,956 |
D/D |
(9,500) |
75,000 |
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- |
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Mott Darcy G |
Executive VP and CFO |
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2017-08-21 |
4 |
OE |
$1.25 |
$15,625 |
D/D |
12,500 |
84,500 |
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- |
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Neeleman Stephen |
Founder and Vice Chairman |
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2017-08-15 |
4 |
AS |
$46.65 |
$349,854 |
I/I |
(7,500) |
258,000 |
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- |
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Neeleman Stephen |
Founder and Vice Chairman |
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2017-08-15 |
4 |
AS |
$46.69 |
$46,689 |
D/D |
(1,000) |
0 |
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- |
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815 Records found
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Page 20 of 33 |
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