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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 |
  Bloomberg Edward |
Chief Operating Officer |
• – – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
13,682 |
41,202 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
9,586 |
38,446 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
9,088 |
42,559 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
13,928 |
43,812 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
5,906 |
21,277 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
6,465 |
74,349 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
6,965 |
21,710 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
21,746 |
277,461 |
|
- |
|
| Hostetter Adam J |
EVP Chief Marketing Officer |
• – – |
2021-03-30 |
4 |
A |
$0.00 |
$0 |
D/D |
4,229 |
22,334 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2021-03-29 |
4 |
D |
$68.31 |
$92,286 |
D/D |
(1,351) |
28,860 |
|
- |
|
| Otten William Robert |
Executive VP of Sales |
• – – |
2021-03-29 |
4 |
D |
$68.31 |
$57,243 |
D/D |
(838) |
33,471 |
|
- |
|
| Trittschuh Larry L |
EVP Chief Security Officer |
• – – |
2021-03-29 |
4 |
D |
$68.31 |
$6,899 |
D/D |
(101) |
14,745 |
|
- |
|
| Hill Angelique Christine |
Exec VP, Operations |
• – – |
2021-03-29 |
4 |
D |
$68.31 |
$67,285 |
D/D |
(985) |
15,371 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2021-03-22 |
4 |
AS |
$71.42 |
$429,742 |
D/D |
(6,000) |
67,884 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2021-03-22 |
4 |
OE |
$14.00 |
$140,000 |
D/D |
10,000 |
73,884 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2021-02-22 |
4 |
AS |
$78.00 |
$470,283 |
D/D |
(6,000) |
63,884 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2021-02-22 |
4 |
OE |
$14.00 |
$140,000 |
D/D |
10,000 |
69,884 |
|
- |
|
| Corvino Frank |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
6,439 |
|
- |
|
| Sacks Ian |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,250 |
156,046 |
|
- |
|
| Dillon Adrian T |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,310 |
31,708 |
|
- |
|
| Selander Robert W |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
37,811 |
|
- |
|
| Mccowan Debra Charlotte |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,101 |
13,579 |
|
- |
|
| Parker Stuart B. |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,041 |
5,531 |
|
- |
|
| Wellborn Gayle Furgurson |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
12,809 |
|
- |
|
| Dilsaver Evelyn S |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,266 |
19,490 |
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- |
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815 Records found
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Page 9 of 33 |
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