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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 |
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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:
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Insider 3 Months : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
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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
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3m +/- |
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Form |
Dillon Adrian T |
Director |
|
2017-02-01 |
4 |
A |
$0.00 |
$0 |
D/D |
215 |
728 |
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- |
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Kessler Jon |
President and CEO |
|
2017-02-01 |
4 |
AS |
$46.46 |
$1,393,773 |
D/D |
(30,000) |
420,000 |
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- |
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Kessler Jon |
President and CEO |
|
2017-02-01 |
4 |
OE |
$1.25 |
$37,500 |
D/D |
30,000 |
450,000 |
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- |
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Mott Darcy G |
Executive VP and CFO |
|
2017-01-20 |
4 |
AS |
$47.40 |
$477,320 |
D/D |
(10,000) |
60,000 |
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- |
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Mott Darcy G |
Executive VP and CFO |
|
2017-01-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
70,000 |
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- |
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Medici Frank |
Director |
|
2017-01-19 |
4 |
S |
$46.45 |
$46,450,000 |
I/I |
(1,000,000) |
8,763,266 |
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- |
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Berkley Capital Investors, L.p. |
10% Owner |
|
2017-01-19 |
4 |
S |
$46.45 |
$46,450,000 |
I/I |
(1,000,000) |
8,763,266 |
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- |
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Corvino Frank |
Director |
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2017-01-03 |
4 |
S |
$40.25 |
$1,411,460 |
D/D |
(35,000) |
0 |
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- |
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Corvino Frank |
Director |
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2017-01-03 |
4 |
OE |
$14.00 |
$660,850 |
D/D |
35,000 |
35,000 |
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- |
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Sacks Ian |
Director |
|
2016-12-29 |
4 |
GD |
$0.00 |
$0 |
D/D |
33,417 |
144,898 |
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- |
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Mott Darcy G |
Executive VP and CFO |
|
2016-12-20 |
4 |
AS |
$40.12 |
$401,223 |
D/D |
(10,000) |
56,000 |
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- |
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Mott Darcy G |
Executive VP and CFO |
|
2016-12-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
66,000 |
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- |
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Rana Manu S |
Director |
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2016-12-20 |
4 |
S |
$40.11 |
$3,850,762 |
I/I |
(96,000) |
0 |
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- |
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Rana Manu S |
Director |
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2016-12-19 |
4 |
S |
$40.13 |
$5,072,213 |
I/I |
(126,352) |
96,000 |
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- |
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Rana Manu S |
Director |
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2016-12-16 |
4 |
S |
$41.26 |
$6,648,026 |
I/I |
(160,000) |
222,352 |
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- |
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Dillon Adrian T |
Director |
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2016-12-12 |
4 |
OE |
$0.00 |
$0 |
D/D |
308 |
513 |
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- |
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Mott Darcy G |
Executive VP and CFO |
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2016-12-09 |
4 |
S |
$40.88 |
$1,226,337 |
D/D |
(30,000) |
52,000 |
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- |
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Dreier Ashley |
Executive VP, CTO and CIO |
|
2016-11-28 |
4 |
AS |
$43.38 |
$216,889 |
D/D |
(5,000) |
0 |
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- |
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Dreier Ashley |
Executive VP, CTO and CIO |
|
2016-11-28 |
4 |
OE |
$1.50 |
$7,500 |
D/D |
5,000 |
5,000 |
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- |
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Mott Darcy G |
Executive VP and CFO |
|
2016-11-21 |
4 |
AS |
$41.11 |
$411,121 |
D/D |
(10,000) |
82,000 |
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- |
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Mott Darcy G |
Executive VP and CFO |
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2016-11-21 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
92,000 |
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- |
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Sydney Matthew |
Exec VP, Sales & Marketing |
|
2016-11-01 |
4 |
AS |
$32.51 |
$812,948 |
D/D |
(25,000) |
100 |
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- |
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Sydney Matthew |
Exec VP, Sales & Marketing |
|
2016-11-01 |
4 |
OE |
$0.80 |
$396,000 |
D/D |
25,000 |
25,100 |
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- |
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Rana Manu S |
Director |
|
2016-10-25 |
4/A |
S |
$35.85 |
$10,544,059 |
I/I |
(294,116) |
382,352 |
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- |
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Rana Manu S |
Director |
|
2016-10-25 |
4 |
S |
$35.85 |
$11,862,120 |
I/I |
(330,882) |
345,586 |
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- |
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815 Records found
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Page 25 of 33 |
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