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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:
|
|
|
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 |
  Corvino Frank |
Director |
– • – |
2021-06-23 |
4 |
S |
$83.08 |
$742,505 |
D/D |
(8,935) |
2,266 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2021-06-23 |
4 |
OE |
$14.00 |
$66,668 |
D/D |
4,762 |
7,028 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-06-21 |
4 |
AS |
$76.62 |
$463,094 |
D/D |
(6,000) |
79,052 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-06-21 |
4 |
OE |
$14.00 |
$140,000 |
D/D |
10,000 |
85,052 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2021-06-21 |
4 |
D |
$77.78 |
$88,203 |
D/D |
(1,134) |
37,966 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-05-20 |
4 |
AS |
$77.25 |
$463,527 |
D/D |
(6,000) |
75,052 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-05-20 |
4 |
OE |
$14.00 |
$140,000 |
D/D |
10,000 |
81,052 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-04-20 |
4 |
AS |
$70.31 |
$421,844 |
D/D |
(6,000) |
71,052 |
|
- |
|
| Mott Darcy G |
Special Advisor |
– – – |
2021-04-20 |
4 |
OE |
$14.00 |
$140,000 |
D/D |
10,000 |
77,052 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2021-04-05 |
4 |
D |
$67.29 |
$1,463,545 |
D/D |
(21,749) |
255,712 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2021-04-05 |
4 |
D |
$67.29 |
$62,717 |
D/D |
(932) |
19,904 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2021-04-05 |
4 |
D |
$67.29 |
$272,871 |
D/D |
(4,055) |
33,651 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2021-04-05 |
4 |
D |
$67.29 |
$185,391 |
D/D |
(2,755) |
39,100 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2021-04-05 |
4 |
D |
$67.29 |
$299,384 |
D/D |
(4,449) |
38,722 |
|
- |
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| Mott Darcy G |
Special Advisor |
– – – |
2021-04-05 |
4 |
D |
$67.29 |
$428,788 |
D/D |
(6,372) |
67,052 |
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- |
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| Murdock Tyson D. |
EVP & CFOOfficer |
• – – |
2021-04-01 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
31,683 |
|
- |
|
| Murdock Tyson D. |
EVP & CFOOfficer |
• – – |
2021-04-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
37,437 |
|
- |
|
| Bloomberg Edward |
Chief Operating Officer |
• – – |
2021-03-31 |
4 |
D |
$67.50 |
$67,975 |
D/D |
(1,007) |
40,195 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2021-03-31 |
4 |
D |
$67.50 |
$49,952 |
D/D |
(740) |
37,706 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2021-03-31 |
4 |
D |
$67.50 |
$47,522 |
D/D |
(704) |
41,855 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2021-03-31 |
4 |
D |
$67.50 |
$43,269 |
D/D |
(641) |
43,171 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2021-03-31 |
4 |
D |
$67.50 |
$29,768 |
D/D |
(441) |
20,836 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2021-03-31 |
4 |
D |
$67.50 |
$62,440 |
D/D |
(925) |
73,424 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2021-03-31 |
4 |
D |
$67.50 |
$30,849 |
D/D |
(457) |
21,253 |
|
- |
|
| Hostetter Adam J |
EVP Chief Marketing Officer |
• – – |
2021-03-31 |
4 |
D |
$67.50 |
$19,576 |
D/D |
(290) |
22,044 |
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- |
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815 Records found
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Page 8 of 33 |
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