| |
| |
| 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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
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. |
|
|
|
3m +/-:
|
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
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 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Kessler Jon |
President and CEO |
• • – |
2017-06-01 |
4 |
OE |
$1.25 |
$37,500 |
D/D |
30,000 |
450,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-05-15 |
4 |
AS |
$45.77 |
$343,287 |
I/I |
(7,500) |
273,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-05-15 |
4 |
AS |
$45.72 |
$45,719 |
D/D |
(1,000) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-05-15 |
4 |
OE |
$14.00 |
$14,000 |
D/D |
1,000 |
1,000 |
|
- |
|
| Otten William Robert |
Executive VP of SalesOfficer |
• – – |
2017-05-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,019 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-05-01 |
4 |
AS |
$46.12 |
$397,262 |
I/I |
(8,613) |
278,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2017-05-01 |
4 |
AS |
$45.29 |
$1,362,877 |
D/D |
(30,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2017-05-01 |
4 |
OE |
$1.25 |
$37,500 |
D/D |
30,000 |
450,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2017-04-20 |
4 |
AS |
$43.44 |
$434,447 |
D/D |
(10,000) |
72,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2017-04-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
82,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-04-17 |
4 |
AS |
$43.44 |
$325,851 |
I/I |
(7,500) |
286,613 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-04-17 |
4 |
AS |
$43.46 |
$43,459 |
D/D |
(1,000) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-04-17 |
4 |
OE |
$14.00 |
$14,000 |
D/D |
1,000 |
1,000 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2017-04-13 |
4 |
S |
$43.60 |
$47,742 |
D/D |
(1,095) |
4,037 |
|
- |
|
| Ladd Delano |
EVP, Counsel & Secretary |
• – – |
2017-04-13 |
4 |
OE |
$24.36 |
$26,674 |
D/D |
1,095 |
5,132 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-04-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
10,000 |
835,285 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2017-04-04 |
4 |
AS |
$43.01 |
$430,104 |
D/D |
(10,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2017-04-04 |
4 |
OE |
$1.25 |
$12,500 |
D/D |
10,000 |
430,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2017-04-03 |
4 |
AS |
$41.85 |
$837,068 |
D/D |
(20,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2017-04-03 |
4 |
OE |
$1.25 |
$25,000 |
D/D |
20,000 |
440,000 |
|
- |
|
| Dillon Adrian T |
Director |
– • – |
2017-03-30 |
4 |
B |
$40.53 |
$202,636 |
D/D |
5,000 |
10,691 |
2.39 |
- |
|
| Robinson Gary D |
EVP, Chief Marketing OfficerOf |
• – – |
2017-03-28 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,019 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2017-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
5,652 |
5,652 |
|
- |
|
| Ladd Delano |
VP, Counsel & Secretary |
– • – |
2017-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
4,037 |
4,037 |
|
- |
|
| Soldan Jon |
Exec VP, Operations |
• – – |
2017-03-27 |
4 |
A |
$0.00 |
$0 |
D/D |
5,652 |
5,652 |
|
- |
|
815 Records found
|
|
Page 23 of 33 |
|
|
