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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 |
2024-02-11 |
2023-11-10 |
2023-05-12 |
2022-05-12 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Kessler Jon |
President and CEO |
• • – |
2021-01-25 |
4 |
AS |
$84.46 |
$12,784,878 |
D/D |
(150,000) |
255,715 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2021-01-25 |
4 |
AS |
$84.14 |
$4,691,773 |
D/D |
(55,000) |
30,211 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2021-01-25 |
4 |
OE |
$24.36 |
$1,553,269 |
D/D |
55,000 |
85,211 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2021-01-08 |
4 |
S |
$75.76 |
$561,079 |
D/D |
(7,403) |
4,173 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2021-01-08 |
4 |
OE |
$14.00 |
$57,820 |
D/D |
4,130 |
8,303 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2021-01-06 |
4 |
AS |
$73.00 |
$135,999 |
D/D |
(1,863) |
14,846 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2020-12-22 |
4 |
AS |
$70.00 |
$449,400 |
D/D |
(6,420) |
16,709 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2020-12-22 |
4 |
OE |
$59.63 |
$382,825 |
D/D |
6,420 |
23,129 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2020-12-18 |
4 |
D |
$65.71 |
$50,991 |
D/D |
(776) |
16,709 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2020-12-10 |
4 |
S |
$65.00 |
$125,125 |
D/D |
(1,925) |
34,309 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2020-12-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
55 |
36,234 |
|
- |
|
| Parker Stuart B. |
Director |
– • – |
2020-12-04 |
4 |
A |
$0.00 |
$0 |
D/D |
2,490 |
2,490 |
|
- |
|
| Medici Frank |
Director |
– • – |
2020-11-18 |
4 |
S |
$69.50 |
$710,182 |
D/D |
(10,148) |
36,138 |
|
- |
|
| Medici Frank |
Director |
– • – |
2020-11-18 |
4 |
OE |
$21.27 |
$699,900 |
D/D |
30,000 |
46,286 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2020-10-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
550 |
575,735 |
|
- |
|
| Dreier Ashley |
Former Exec, VP, CTO and CIOFo |
– – – |
2020-09-02 |
4 |
AS |
$60.00 |
$975,000 |
D/D |
(16,250) |
42,444 |
|
- |
|
| Dreier Ashley |
Former Exec, VP, CTO and CIOFo |
– – – |
2020-09-02 |
4 |
OE |
$24.36 |
$395,850 |
D/D |
16,250 |
58,694 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2020-08-14 |
4 |
D |
$57.71 |
$44,783 |
D/D |
(776) |
27,520 |
|
- |
|
| Hostetter Adam J |
EVP Chief Marketing Officer |
• – – |
2020-06-29 |
4 |
D |
$58.28 |
$74,074 |
D/D |
(1,271) |
18,105 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2020-06-23 |
4 |
D |
$61.12 |
$56,719 |
D/D |
(928) |
36,289 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2020-06-10 |
4 |
GD |
$0.00 |
$0 |
D/D |
90 |
37,217 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2020-06-05 |
4 |
S |
$65.46 |
$729,125 |
D/D |
(11,091) |
16,356 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2020-06-05 |
4 |
OE |
$18.93 |
$94,650 |
D/D |
5,000 |
21,356 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2020-05-27 |
4 |
AS |
$62.48 |
$6,258,693 |
I/I |
(100,000) |
0 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2020-04-13 |
4 |
GA |
$0.00 |
$0 |
I/I |
100,000 |
100,000 |
|
- |
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815 Records found
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Page 10 of 33 |
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