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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:
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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 |
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 |
  Soldan Jon |
Exec VP, Operations |
• – – |
2017-03-24 |
4 |
AS |
$41.95 |
$262,188 |
D/D |
(6,250) |
0 |
|
- |
|
| Soldan Jon |
Exec VP, Operations |
• – – |
2017-03-24 |
4 |
OE |
$24.36 |
$152,250 |
D/D |
6,250 |
6,250 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-22 |
4 |
AS |
$46.22 |
$41,595 |
I/I |
(900) |
291,613 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-21 |
4 |
AS |
$46.06 |
$13,819 |
I/I |
(300) |
292,513 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2017-03-20 |
4 |
AS |
$45.92 |
$459,200 |
D/D |
(10,000) |
68,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2017-03-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
78,000 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2017-03-20 |
4 |
AS |
$45.80 |
$229,017 |
D/D |
(5,000) |
0 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2017-03-20 |
4 |
OE |
$1.50 |
$7,500 |
D/D |
5,000 |
5,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-20 |
4 |
AS |
$46.00 |
$105,809 |
I/I |
(2,300) |
292,813 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-17 |
4 |
AS |
$46.20 |
$2,458,783 |
I/I |
(53,218) |
295,113 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-16 |
4 |
AS |
$46.24 |
$60,853 |
I/I |
(1,316) |
348,331 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-15 |
4 |
AS |
$45.60 |
$1,739,735 |
I/I |
(37,853) |
349,647 |
|
- |
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| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-15 |
4 |
AS |
$45.51 |
$45,654 |
D/D |
(1,000) |
0 |
|
- |
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| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-15 |
4 |
OE |
$14.00 |
$14,000 |
D/D |
1,000 |
1,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-03-01 |
4 |
AS |
$44.31 |
$815,372 |
I/I |
(18,401) |
385,000 |
|
- |
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| Kessler Jon |
President and CEO |
• • – |
2017-03-01 |
4 |
AS |
$44.13 |
$1,324,744 |
D/D |
(30,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2017-03-01 |
4 |
OE |
$1.25 |
$37,500 |
D/D |
30,000 |
450,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-02-28 |
4 |
AS |
$44.02 |
$70,428 |
I/I |
(1,600) |
403,401 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-02-27 |
4 |
AS |
$44.00 |
$9,460 |
I/I |
(215) |
405,001 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2017-02-21 |
4 |
AS |
$42.60 |
$426,023 |
D/D |
(10,000) |
64,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2017-02-21 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
74,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-02-15 |
4 |
AS |
$43.85 |
$2,074,918 |
I/I |
(47,284) |
405,216 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-02-15 |
4 |
AS |
$43.84 |
$2,016,760 |
D/D |
(46,000) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2017-02-15 |
4 |
OE |
$1.25 |
$223,250 |
D/D |
46,000 |
46,000 |
|
- |
|
| Leavitt Michael O |
Director |
– • – |
2017-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
215 |
30,215 |
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- |
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815 Records found
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Page 24 of 33 |
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