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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 |
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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 |
  Hill Angelique Christine |
Exec VP, Operations |
• – – |
2021-12-10 |
4 |
S |
$41.10 |
$258,777 |
D/D |
(6,297) |
23,707 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2021-12-10 |
4 |
OE |
$18.93 |
$191,193 |
D/D |
10,100 |
30,004 |
|
- |
|
| Parker Stuart B. |
Director |
– • – |
2021-12-09 |
4 |
B |
$42.82 |
$1,070,500 |
D/D |
25,000 |
30,531 |
2.39 |
- |
|
| Kessler Jon |
President and CEO |
• • – |
2021-12-08 |
4 |
OE |
$14.00 |
$1,400,000 |
I/I |
100,000 |
100,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2021-11-04 |
4 |
GA |
$0.00 |
$0 |
I/I |
85,886 |
36,860 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2021-11-04 |
4 |
GD |
$0.00 |
$0 |
D/D |
36,860 |
165,402 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2021-11-04 |
4 |
GD |
$0.00 |
$0 |
I/I |
49,026 |
4,424 |
|
- |
|
| Otten William Robert |
Former Executive VP of Sales |
– – – |
2021-11-01 |
4 |
AS |
$66.42 |
$122,877 |
D/D |
(1,850) |
30,566 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2021-10-26 |
4 |
A |
$0.00 |
$0 |
I/I |
53,450 |
53,450 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2021-10-26 |
4 |
D |
$0.00 |
$0 |
D/D |
(53,450) |
202,262 |
|
- |
|
| Mccowan Debra Charlotte |
Director |
– • – |
2021-10-05 |
4 |
S |
$65.99 |
$536,638 |
D/D |
(8,132) |
5,447 |
|
- |
|
| Otten William Robert |
Former Executive VP of Sales |
– – – |
2021-10-01 |
4 |
AS |
$65.19 |
$120,592 |
D/D |
(1,850) |
32,416 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-09-20 |
4 |
AS |
$62.00 |
$372,344 |
D/D |
(6,000) |
91,052 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-09-20 |
4 |
OE |
$14.00 |
$140,000 |
D/D |
10,000 |
97,052 |
|
- |
|
| Otten William Robert |
Former Executive VP of Sales |
– – – |
2021-09-01 |
4 |
AS |
$65.00 |
$120,250 |
D/D |
(1,850) |
34,266 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-08-20 |
4 |
AS |
$62.69 |
$376,380 |
D/D |
(6,000) |
87,052 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-08-20 |
4 |
OE |
$14.00 |
$140,000 |
D/D |
10,000 |
93,052 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2021-08-13 |
4 |
D |
$69.12 |
$54,121 |
D/D |
(783) |
38,412 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2021-08-02 |
4 |
AS |
$74.47 |
$137,769 |
D/D |
(1,850) |
36,116 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2021-07-26 |
4 |
AS |
$75.00 |
$75,000 |
D/D |
(1,000) |
39,195 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-07-20 |
4 |
AS |
$73.41 |
$442,051 |
D/D |
(6,000) |
83,052 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-07-20 |
4 |
OE |
$14.00 |
$140,000 |
D/D |
10,000 |
89,052 |
|
- |
|
| Sacks Ian |
Director |
– • – |
2021-07-15 |
4 |
S |
$76.18 |
$764,904 |
D/D |
(10,000) |
146,046 |
|
- |
|
| Hostetter Adam J |
EVP Chief Marketing Officer |
• – – |
2021-06-29 |
4 |
D |
$82.13 |
$98,638 |
D/D |
(1,201) |
20,843 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2021-06-28 |
4 |
S |
$82.23 |
$93,167 |
D/D |
(1,133) |
1,133 |
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- |
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815 Records found
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Page 7 of 33 |
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