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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 |
  Mccowan Debra Charlotte |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
11,297 |
|
- |
|
| Natarajan Rajesh |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
3,443 |
|
- |
|
| Parker Stuart B. |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
36,194 |
|
- |
|
| Sacks Ian |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
151,570 |
|
- |
|
| Corvino Frank |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
5,584 |
|
- |
|
| Bloomberg Edward |
CHIEF OPERATING OFFICER |
• – – |
2022-06-09 |
4 |
S |
$63.31 |
$94,959 |
D/D |
(1,500) |
60,850 |
|
- |
|
| Natarajan Rajesh |
Director |
– • – |
2022-05-02 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
447 |
|
- |
|
| Neeleman Stephen |
FOUNDER AND VICE CHAIRMAN |
• • – |
2022-04-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
573,735 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2022-04-01 |
4 |
D |
$67.63 |
$69,795 |
D/D |
(1,032) |
33,068 |
|
- |
|
| Murdock Tyson D. |
EVP & CFO |
• – – |
2022-04-01 |
4 |
D |
$67.63 |
$69,321 |
D/D |
(1,025) |
49,313 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2022-04-01 |
4 |
D |
$67.63 |
$176,312 |
D/D |
(2,607) |
43,368 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2022-04-01 |
4 |
D |
$67.63 |
$403,212 |
D/D |
(5,962) |
62,350 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2022-04-01 |
4 |
D |
$67.63 |
$924,305 |
D/D |
(13,667) |
175,871 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2022-04-01 |
4 |
D |
$67.63 |
$232,243 |
D/D |
(3,434) |
51,768 |
|
- |
|
| Murdock Tyson D. |
EVP & CFO |
• – – |
2022-03-31 |
4 |
D |
$67.48 |
$43,459 |
D/D |
(644) |
50,338 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2022-03-31 |
4 |
D |
$67.48 |
$27,330 |
D/D |
(405) |
48,692 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2022-03-31 |
4 |
D |
$67.48 |
$69,372 |
D/D |
(1,028) |
73,595 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2022-03-31 |
4 |
D |
$67.48 |
$35,361 |
D/D |
(524) |
34,855 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2022-03-31 |
4 |
D |
$67.48 |
$39,410 |
D/D |
(584) |
58,825 |
|
- |
|
| Rosner Elimelech |
EVP, Chief Technology Officer |
• – – |
2022-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
59,480 |
59,480 |
|
- |
|
| Murdock Tyson D. |
EVP & CFO |
• – – |
2022-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
20,446 |
50,982 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2022-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
16,074 |
49,097 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2022-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
36,211 |
74,623 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2022-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
14,998 |
35,379 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2022-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
31,788 |
201,614 |
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- |
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815 Records found
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Page 5 of 33 |
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