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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:
|
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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 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Murdock Tyson D. |
EVP & CFO |
• – – |
2023-07-05 |
4 |
D |
$62.18 |
$36,063 |
D/D |
(580) |
73,233 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2023-07-05 |
4 |
D |
$62.18 |
$19,710 |
D/D |
(317) |
73,199 |
|
- |
|
| Trittschuh Larry L |
EVP CHIEF SECURITY OFFICER |
• – – |
2023-07-05 |
4 |
D |
$62.18 |
$23,566 |
D/D |
(379) |
46,210 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2023-07-05 |
4 |
D |
$62.18 |
$106,947 |
D/D |
(1,720) |
68,614 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2023-07-05 |
4 |
D |
$62.18 |
$15,793 |
D/D |
(254) |
55,519 |
|
- |
|
| Kessler Jon |
PRESIDENT AND CEO |
• • – |
2023-06-27 |
4 |
AS |
$60.86 |
$1,659,996 |
I/I |
(27,230) |
18,430 |
|
- |
|
| Kessler Jon |
PRESIDENT AND CEO |
• • – |
2023-06-26 |
4 |
AS |
$60.12 |
$1,177,660 |
I/I |
(19,588) |
29,149 |
|
- |
|
| Wellborn Gayle Furgurson |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
15,187 |
|
- |
|
| Corvino Frank |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
8,748 |
|
- |
|
| Dilsaver Evelyn S |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
32,123 |
|
- |
|
| Parker Stuart B. |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
40,460 |
|
- |
|
| Black Paul |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
6,851 |
|
- |
|
| Natarajan Rajesh |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
7,836 |
|
- |
|
| Dillon Adrian T |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
53,517 |
|
- |
|
| Selander Robert W |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
45,426 |
|
- |
|
| Mccowan Debra Charlotte |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
10,236 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2023-06-12 |
4 |
S |
$64.29 |
$652,925 |
D/D |
(10,156) |
70,334 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2023-04-04 |
4 |
D |
$55.99 |
$66,568 |
D/D |
(1,189) |
55,773 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2023-04-04 |
4 |
D |
$55.99 |
$105,588 |
D/D |
(1,886) |
73,516 |
|
- |
|
| Trittschuh Larry L |
EVP CHIEF SECURITY OFFICER |
• – – |
2023-04-04 |
4 |
D |
$55.99 |
$84,651 |
D/D |
(1,512) |
46,589 |
|
- |
|
| Rosner Elimelech |
EVP, CHIEF TECHNOLOGY OFFICER |
• – – |
2023-04-04 |
4 |
D |
$55.99 |
$263,975 |
D/D |
(4,715) |
80,490 |
|
- |
|
| Murdock Tyson D. |
EVP & CFO |
• – – |
2023-04-04 |
4 |
D |
$55.99 |
$168,910 |
D/D |
(3,017) |
73,813 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2023-04-03 |
4 |
D |
$57.70 |
$200,331 |
D/D |
(3,472) |
56,962 |
|
- |
|
| Kessler Jon |
PRESIDENT AND CEO |
• • – |
2023-04-03 |
4 |
D |
$57.70 |
$2,325,789 |
D/D |
(40,309) |
221,741 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2023-04-03 |
4 |
D |
$57.70 |
$255,549 |
D/D |
(4,429) |
75,402 |
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- |
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815 Records found
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Page 3 of 33 |
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