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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 |
2024-02-11 |
2023-11-10 |
2023-05-12 |
2022-05-12 |
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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 |
Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
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2024-01-05 |
4 |
D |
$67.64 |
$82,179 |
D/D |
(1,215) |
61,683 |
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- |
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Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
|
2024-01-05 |
4 |
D |
$67.64 |
$15,895 |
D/D |
(235) |
72,652 |
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- |
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Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
|
2024-01-05 |
4 |
D |
$67.64 |
$12,716 |
D/D |
(188) |
55,081 |
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- |
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Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
|
2023-12-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
5,000 |
559,235 |
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- |
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Murdock Tyson D. |
FORMER CFO |
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2023-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,538 |
64,937 |
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- |
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Sacks Ian |
FORMER DIRECTOR |
|
2023-12-19 |
4 |
S |
$63.50 |
$2,857,721 |
D/D |
(45,000) |
109,630 |
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- |
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Sacks Ian |
FORMER DIRECTOR |
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2023-12-19 |
4 |
OE |
$14.00 |
$909,900 |
D/D |
45,000 |
154,630 |
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- |
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Murdock Tyson D. |
SPECIAL ADVISOR |
|
2023-12-11 |
4 |
GD |
$0.00 |
$0 |
D/D |
2,343 |
66,475 |
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- |
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Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
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2023-12-11 |
4 |
S |
$70.09 |
$141,364 |
D/D |
(2,017) |
62,898 |
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- |
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Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
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2023-12-08 |
4 |
S |
$68.51 |
$4,800,046 |
D/D |
(70,000) |
72,887 |
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- |
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Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
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2023-12-08 |
4 |
OE |
$14.00 |
$980,000 |
D/D |
70,000 |
142,887 |
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- |
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Murdock Tyson D. |
SPECIAL ADVISOR |
|
2023-10-13 |
4 |
AS |
$76.55 |
$76,550 |
D/D |
(1,000) |
68,818 |
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- |
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Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
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2023-10-04 |
4 |
D |
$72.06 |
$18,015 |
D/D |
(250) |
55,269 |
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- |
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Murdock Tyson D. |
SPECIAL ADVISOR |
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2023-10-04 |
4 |
D |
$72.06 |
$41,148 |
D/D |
(571) |
69,818 |
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- |
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Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
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2023-10-04 |
4 |
D |
$72.06 |
$22,484 |
D/D |
(312) |
72,887 |
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- |
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Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
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2023-10-04 |
4 |
D |
$72.06 |
$122,578 |
D/D |
(1,701) |
64,915 |
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- |
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Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
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2023-10-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
4,500 |
564,235 |
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- |
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Kessler Jon |
PRESIDENT AND CEO |
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2023-09-27 |
4 |
AS |
$74.25 |
$3,512,543 |
I/I |
(46,818) |
0 |
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- |
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Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
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2023-09-22 |
4 |
S |
$71.92 |
$143,704 |
D/D |
(1,998) |
66,616 |
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- |
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Corvino Frank |
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2023-09-22 |
4 |
S |
$72.23 |
$365,923 |
D/D |
(5,063) |
7,293 |
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- |
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Corvino Frank |
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2023-09-22 |
4 |
OE |
$14.00 |
$50,512 |
D/D |
3,608 |
12,356 |
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- |
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Trittschuh Larry L |
FORMER EVP CSO |
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2023-09-21 |
4 |
S |
$72.43 |
$464,896 |
D/D |
(6,419) |
46,210 |
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- |
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Trittschuh Larry L |
FORMER EVP CSO |
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2023-09-21 |
4 |
OE |
$59.63 |
$382,765 |
D/D |
6,419 |
52,629 |
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- |
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Murdock Tyson D. |
SPECIAL ADVISOR |
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2023-09-07 |
4 |
AS |
$71.35 |
$202,919 |
D/D |
(2,844) |
70,389 |
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- |
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Lucania James M |
EVP & CFO |
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2023-09-06 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
64,888 |
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- |
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815 Records found
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Page 2 of 33 |
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