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Healthequity Inc (HQY)  
$0.00 0.00 (0.00%) as of 4:30 Fri 2/14


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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    :  -

 

                 
 
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.


 
 
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 90,251 164,159 345,318 455,177
Total Sell Value $7,555,333 $13,419,116 $25,984,782 $33,213,304
Total People Sold 2 4 9 12
Total Sell Transactions 8 13 22 31
End Date 2024-03-31 2023-12-29 2023-06-30 2022-06-30

   
Records found: 815
  Page 21 of 33  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-08-15 4 OE $14.00 $14,000 D/D 1,000 1,000     -
   Wellborn Gayle Furgurson Director   –       •      –    2017-08-01 4 A $0.00 $0 D/D 2,644 2,644     -
   Leavitt Michael O Director   –       •      –    2017-08-01 4 OE $14.00 $909,900 D/D 45,000 75,862     -
   Rana Manu S Director   –       •      –    2017-07-31 4 OE $1.25 $960,525 D/D 82,500 87,725     -
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-07-17 4 AS $50.82 $381,282 I/I (7,500) 263,000     -
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-07-17 4 AS $50.76 $50,762 D/D (1,000) 0     -
   Neeleman Stephen Founder and Vice Chairman   •       •      –    2017-07-17 4 OE $14.00 $14,000 D/D 1,000 1,000     -
   Medici Frank Director   –       •      –    2017-07-14 4 S $51.41 $3,742,113 I/I (72,791) 7,346,177     -
   Berkley Capital Investors, L.p. 10% Owner   –       –       •   2017-07-14 4 S $51.41 $3,742,113 I/I (72,791) 7,346,177     -
   Medici Frank Director   –       •      –    2017-07-13 4 S $51.42 $6,777,156 I/I (131,800) 7,418,968     -
   Berkley Capital Investors, L.p. 10% Owner   –       –       •   2017-07-13 4 S $51.42 $6,777,156 I/I (131,800) 7,418,968     -
   Medici Frank Director   –       •      –    2017-07-12 4 S $51.13 $16,999,625 I/I (332,511) 7,550,768     -
   Berkley Capital Investors, L.p. 10% Owner   –       –       •   2017-07-12 4 S $51.13 $16,999,625 I/I (332,511) 7,550,768     -
   Medici Frank Director   –       •      –    2017-07-07 4 S $50.26 $9,386,565 I/I (186,749) 7,883,279     -
   Berkley Capital Investors, L.p. 10% Owner   –       –       •   2017-07-07 4 S $50.26 $9,386,565 I/I (186,749) 7,883,279     -
   Medici Frank Director   –       •      –    2017-07-05 4 S $50.27 $1,188,906 I/I (23,649) 8,070,028     -
   Berkley Capital Investors, L.p. 10% Owner   –       –       •   2017-07-05 4 S $50.27 $1,188,906 I/I (23,649) 8,070,028     -
   Rana Manu S Director   –       •      –    2017-06-29 4 OE $0.00 $0 D/D 1,225 1,225     -
   Leavitt Michael O Director   –       •      –    2017-06-26 4 A $0.00 $0 D/D 430 30,862     -
   Dilsaver Evelyn S Director   –       •      –    2017-06-26 4 A $0.00 $0 D/D 3,556 3,556     -
   Berkley Capital Investors, L.p. 10% Owner   –       –       •   2017-06-26 4 S $52.29 $57,517 I/I (1,100) 8,093,677     -
   Medici Frank Director   –       •      –    2017-06-26 4 S $52.29 $57,517 I/I (1,100) 8,093,677     -
   Berkley Capital Investors, L.p. 10% Owner   –       –       •   2017-06-23 4 S $51.78 $2,846,109 I/I (54,967) 8,094,777     -
   Medici Frank Director   –       •      –    2017-06-23 4 S $51.78 $2,846,109 I/I (54,967) 8,094,777     -
   Corvino Frank Director   –       •      –    2017-06-22 4 A $0.00 $0 D/D 1,778 3,556     -

  815 Records found
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  Page 21 of 33
  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 - Acquired
  IO - Initital Ownership D - Disposed