| |
| |
| 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 : - |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
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. |
|
|
|
3m +/-:
|
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
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 |
  Trittschuh Larry L |
EVP CHIEF SECURITY OFFICER |
• – – |
2023-04-03 |
4 |
D |
$57.70 |
$198,370 |
D/D |
(3,438) |
48,101 |
|
- |
|
| Murdock Tyson D. |
EVP & CFO |
• – – |
2023-04-03 |
4 |
D |
$57.70 |
$159,711 |
D/D |
(2,768) |
76,830 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2023-03-28 |
4 |
D |
$57.27 |
$19,758 |
D/D |
(345) |
37,126 |
|
- |
|
| Trittschuh Larry L |
EVP CHIEF SECURITY OFFICER |
• – – |
2023-03-28 |
4 |
D |
$57.27 |
$5,727 |
D/D |
(100) |
27,091 |
|
- |
|
| Murdock Tyson D. |
EVP & CFO |
• – – |
2023-03-28 |
4 |
D |
$57.27 |
$31,899 |
D/D |
(557) |
48,756 |
|
- |
|
| Black Paul |
|
– • – |
2023-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,229 |
3,687 |
|
- |
|
| Sacks Ian |
|
– • – |
2023-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,060 |
109,630 |
|
- |
|
| Parker Stuart B. |
|
– • – |
2023-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,102 |
37,296 |
|
- |
|
| Natarajan Rajesh |
|
– • – |
2023-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,229 |
4,672 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2022-12-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
568,735 |
|
- |
|
| Trittschuh Larry L |
EVP CHIEF SECURITY OFFICER |
• – – |
2022-12-19 |
4 |
D |
$60.71 |
$46,747 |
D/D |
(770) |
27,191 |
|
- |
|
| Wellborn Gayle Furgurson |
|
– • – |
2022-12-14 |
4 |
S |
$62.00 |
$324,694 |
D/D |
(5,237) |
12,023 |
|
- |
|
| Ladd Delano |
EVP, GC & CORPORATE SECRETARY |
• – – |
2022-10-21 |
4 |
AS |
$75.00 |
$442,275 |
D/D |
(5,897) |
37,471 |
|
- |
|
| Sacks Ian |
|
– • – |
2022-10-18 |
4 |
GD |
$0.00 |
$0 |
D/D |
18,000 |
108,570 |
|
- |
|
| Trittschuh Larry L |
EVP CHIEF SECURITY OFFICER |
• – – |
2022-10-13 |
4 |
AS |
$70.00 |
$806,820 |
D/D |
(11,526) |
27,961 |
|
- |
|
| Trittschuh Larry L |
EVP CHIEF SECURITY OFFICER |
• – – |
2022-10-13 |
4 |
OE |
$59.63 |
$382,765 |
D/D |
6,419 |
39,487 |
|
- |
|
| Mccowan Debra Charlotte |
|
– • – |
2022-09-27 |
4 |
S |
$70.91 |
$299,597 |
D/D |
(4,225) |
7,072 |
|
- |
|
| Sacks Ian |
|
– • – |
2022-09-20 |
4 |
S |
$72.28 |
$1,806,925 |
D/D |
(25,000) |
126,570 |
|
- |
|
| Black Paul |
|
– • – |
2022-09-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,458 |
|
- |
|
| Bloomberg Edward |
CHIEF OPERATING OFFICER |
• – – |
2022-08-01 |
4 |
AS |
$57.63 |
$57,630 |
D/D |
(1,000) |
59,850 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2022-06-30 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,000 |
570,735 |
|
- |
|
| Selander Robert W |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
42,262 |
|
- |
|
| Wellborn Gayle Furgurson |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
17,260 |
|
- |
|
| Dillon Adrian T |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
50,353 |
|
- |
|
| Dilsaver Evelyn S |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
28,959 |
|
- |
|
815 Records found
|
|
Page 4 of 33 |
|
|
