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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 |
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Member Indexes:
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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:
|
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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 |
71,322 |
190,925 |
312,041 |
366,426 |
| Total Sell Value |
$5,682,763 |
$13,662,914 |
$21,920,030 |
$25,752,930 |
| Total People Sold |
3 |
6 |
9 |
12 |
| Total Sell Transactions |
4 |
8 |
17 |
24 |
| End Date |
2024-01-28 |
2023-10-27 |
2023-04-28 |
2022-04-28 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2024-04-03 |
4 |
D |
$80.60 |
$159,902 |
D/D |
(1,984) |
90,515 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2024-04-03 |
4 |
D |
$80.60 |
$258,630 |
D/D |
(3,209) |
77,290 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2024-04-03 |
4 |
D |
$80.60 |
$135,723 |
D/D |
(1,684) |
65,216 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2024-04-02 |
4 |
D |
$81.86 |
$109,042 |
D/D |
(1,332) |
66,900 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2024-04-02 |
4 |
D |
$81.86 |
$143,342 |
D/D |
(1,751) |
92,499 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2024-04-01 |
4 |
D |
$80.62 |
$279,009 |
D/D |
(3,461) |
68,232 |
|
- |
|
| Kessler Jon |
PRESIDENT AND CEO |
• • – |
2024-04-01 |
4 |
D |
$80.62 |
$4,296,382 |
D/D |
(53,295) |
264,502 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2024-04-01 |
4 |
D |
$80.62 |
$431,130 |
D/D |
(5,348) |
94,250 |
|
- |
|
| Fiore Michael Henry |
EVP, CHIEF COMMERCIAL OFFICER |
• – – |
2024-03-27 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
54,880 |
|
- |
|
| Lucania James M |
EVP & CFO |
• – – |
2024-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
21,952 |
86,840 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2024-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
18,816 |
80,499 |
|
- |
|
| Aissi Slim |
EVP, CHIEF SECURITY OFFICER |
• – – |
2024-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
37,632 |
37,632 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2024-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
24,255 |
71,693 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2024-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
26,946 |
99,598 |
|
- |
|
| Kessler Jon |
PRESIDENT AND CEO |
• • – |
2024-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
103,806 |
317,797 |
|
- |
|
| Dilsaver Evelyn S |
|
– • – |
2024-03-26 |
4 |
S |
$79.29 |
$2,576,847 |
D/D |
(32,500) |
32,123 |
|
- |
|
| Dilsaver Evelyn S |
|
– • – |
2024-03-26 |
4 |
OE |
$14.00 |
$455,000 |
D/D |
32,500 |
64,623 |
|
- |
|
| Kessler Jon |
PRESIDENT AND CEO |
• • – |
2024-03-22 |
4 |
S |
$79.81 |
$2,694,731 |
I/I |
(33,765) |
126,635 |
|
- |
|
| Kessler Jon |
PRESIDENT AND CEO |
• • – |
2024-03-22 |
4 |
OE |
$14.00 |
$840,000 |
I/I |
60,000 |
160,000 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2024-03-01 |
4 |
AS |
$82.59 |
$211,265 |
D/D |
(2,558) |
47,438 |
|
- |
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| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2024-02-09 |
4 |
AS |
$80.00 |
$199,920 |
D/D |
(2,499) |
49,996 |
|
- |
|
| Dillon Adrian T |
|
– • – |
2024-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,455 |
54,972 |
|
- |
|
| Parker Stuart B. |
|
– • – |
2024-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,058 |
41,518 |
|
- |
|
| Natarajan Rajesh |
|
– • – |
2024-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,124 |
8,960 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2024-01-08 |
4 |
AS |
$70.00 |
$181,020 |
D/D |
(2,586) |
52,495 |
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- |
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815 Records found
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Page 1 of 33 |
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