| |
| |
|
| Insider
Information: |
Dillon Adrian T |
| Relationship: |
Director |
| City: |
Palo Alto |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
219,804 |
|
|
Indirect Shares
|
78,658 |
|
|
| Direct
Value |
$27,745,229 |
|
|
|
Indirect Value
|
$22,194,141 |
|
|
| Total
Shares |
298,462 |
|
|
| Total
Value |
$49,939,370 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Agilent Technologies Inc |
A |
EVP, Finance & Admin.,... |
2010-03-30 |
129,925 |
2009-12-14 |
0 |
Premium* |
|
|
Williams Sonoma Inc |
WSM |
Director |
2012-06-28 |
34,907 |
2017-05-30 |
78,658 |
Premium* |
|
|
Healthequity Inc |
HQY |
|
2024-02-01 |
54,972 |
2016-09-01 |
0 |
Premium* |
|
|
Datto Holding Corp. |
MSP |
Director |
2022-06-23 |
0 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| HQY |
Healthequity Inc |
|
– • – |
2024-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
1,455 |
54,972 |
0 |
- |
|
| HQY |
Healthequity Inc |
|
– • – |
2023-06-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,164 |
53,517 |
0 |
- |
|
| HQY |
Healthequity Inc |
|
– • – |
2022-06-23 |
4 |
A |
$0.00 |
$0 |
D/D |
2,996 |
50,353 |
0 |
- |
|
| MSP |
Datto Holding Corp. |
Director |
– • – |
2022-06-23 |
4 |
D |
$35.50 |
$1,574,638 |
D/D |
(44,356) |
0 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2022-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,546 |
46,629 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2022-02-01 |
4/A |
A |
$0.00 |
$0 |
D/D |
3,274 |
47,357 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2021-12-14 |
4 |
B |
$40.47 |
$500,811 |
D/D |
12,375 |
44,083 |
2.39 |
- |
|
| MSP |
Datto Holding Corp. |
|
– • – |
2021-11-26 |
4 |
B |
$24.04 |
$240,400 |
D/D |
10,000 |
44,356 |
0.01 |
- |
|
| MSP |
Datto Holding Corp. |
|
– • – |
2021-10-26 |
4 |
A |
$0.00 |
$0 |
D/D |
7,637 |
34,356 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2021-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,310 |
31,708 |
0 |
- |
|
| MSP |
Datto Holding Corp. |
Director |
– • – |
2020-10-20 |
4 |
B |
$27.00 |
$405,000 |
D/D |
15,000 |
26,719 |
2.39 |
- |
|
| MSP |
Datto Holding Corp. |
Director |
– • – |
2020-10-20 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
11,719 |
|
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2020-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,763 |
28,398 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2019-07-12 |
4 |
B |
$61.00 |
$610,000 |
D/D |
10,000 |
25,635 |
2.39 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2019-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,514 |
15,635 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2018-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
2,430 |
13,121 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2017-05-30 |
4 |
OE |
$0.00 |
$0 |
I/I |
3,377 |
78,658 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2017-03-30 |
4 |
B |
$40.53 |
$202,636 |
D/D |
5,000 |
10,691 |
2.39 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2017-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
215 |
728 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2016-12-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
308 |
513 |
0 |
- |
|
| HQY |
Healthequity Inc |
Director |
– • – |
2016-09-01 |
4 |
A |
$0.00 |
$0 |
D/D |
205 |
205 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2016-05-29 |
4 |
OE |
$0.00 |
$0 |
I/I |
2,272 |
75,281 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2015-06-10 |
4 |
S |
$78.56 |
$344,721 |
I/I |
(4,388) |
73,009 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2015-06-08 |
4 |
S |
$78.78 |
$1,221,090 |
I/I |
(15,500) |
77,397 |
0 |
- |
|
| WSM |
Williams Sonoma Inc |
Director |
• • – |
2015-06-08 |
4 |
OE |
$34.13 |
$881,408 |
I/I |
23,250 |
92,897 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
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|
