|
|
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) ![](../../images/information.jpg) |
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 |
Medici Frank |
Director |
|
2016-10-25 |
4 |
S |
$35.85 |
$79,080,941 |
I/I |
(2,205,884) |
9,763,266 |
|
- |
|
Berkley Capital Investors, L.p. |
10% Owner |
|
2016-10-25 |
4 |
S |
$35.85 |
$79,080,941 |
I/I |
(2,205,884) |
9,763,266 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2016-10-20 |
4 |
AS |
$35.35 |
$353,686 |
D/D |
(10,000) |
78,000 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2016-10-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
88,000 |
|
- |
|
Neeleman Stephen |
Founder and Vice Chairman |
|
2016-10-13 |
4 |
AS |
$36.19 |
$1,085,709 |
D/D |
(30,000) |
0 |
|
- |
|
Neeleman Stephen |
Founder and Vice Chairman |
|
2016-10-13 |
4 |
OE |
$1.25 |
$37,500 |
D/D |
30,000 |
30,000 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2016-09-20 |
4 |
AS |
$35.03 |
$350,314 |
D/D |
(10,000) |
74,000 |
|
- |
|
Mott Darcy G |
Executive VP and CFO |
|
2016-09-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
84,000 |
|
- |
|
Kessler Jon |
President and CEO |
|
2016-09-20 |
4 |
AS |
$35.07 |
$1,919,002 |
D/D |
(54,712) |
420,000 |
|
- |
|
Kessler Jon |
President and CEO |
|
2016-09-20 |
4 |
OE |
$0.10 |
$5,471 |
D/D |
54,712 |
474,712 |
|
- |
|
Kessler Jon |
President and CEO |
|
2016-09-19 |
4 |
AS |
$35.02 |
$2,286,320 |
D/D |
(65,288) |
420,000 |
|
- |
|
Kessler Jon |
President and CEO |
|
2016-09-19 |
4 |
OE |
$0.10 |
$6,529 |
D/D |
65,288 |
485,288 |
|
- |
|
Kessler Jon |
President and CEO |
|
2016-09-15 |
4 |
AS |
$33.46 |
$669,152 |
D/D |
(20,000) |
420,000 |
|
- |
|
Kessler Jon |
President and CEO |
|
2016-09-15 |
4 |
OE |
$0.10 |
$2,000 |
D/D |
20,000 |
440,000 |
|
- |
|
Neeleman Stephen |
Founder and Vice Chairman |
|
2016-09-14 |
4 |
GD |
$0.00 |
$0 |
I/I |
15,000 |
850,285 |
|
- |
|
Neeleman Stephen |
Founder and Vice Chairman |
|
2016-09-13 |
4 |
AS |
$33.17 |
$996,748 |
D/D |
(30,000) |
0 |
|
- |
|
Neeleman Stephen |
Founder and Vice Chairman |
|
2016-09-13 |
4 |
OE |
$1.25 |
$37,500 |
D/D |
30,000 |
30,000 |
|
- |
|
Kessler Jon |
President and CEO |
|
2016-09-12 |
4 |
AS |
$33.10 |
$3,975,789 |
D/D |
(120,117) |
420,000 |
|
- |
|
Kessler Jon |
President and CEO |
|
2016-09-12 |
4 |
OE |
$0.10 |
$77,057 |
D/D |
120,117 |
540,117 |
|
- |
|
Soldan Jon |
Exec VP, Operations |
|
2016-09-12 |
4 |
S |
$33.04 |
$495,612 |
D/D |
(15,000) |
0 |
|
- |
|
Soldan Jon |
Exec VP, Operations |
|
2016-09-12 |
4 |
OE |
$28.69 |
$430,350 |
D/D |
15,000 |
15,000 |
|
- |
|
Soldan Jon |
Exec VP, Operations |
|
2016-09-09 |
4 |
S |
$34.31 |
$343,069 |
D/D |
(10,000) |
0 |
|
- |
|
Soldan Jon |
Exec VP, Operations |
|
2016-09-09 |
4 |
OE |
$28.69 |
$286,900 |
D/D |
10,000 |
10,000 |
|
- |
|
Dreier Ashley |
Executive VP, CTO and CIO |
|
2016-09-06 |
4 |
AS |
$33.48 |
$167,416 |
D/D |
(5,000) |
0 |
|
- |
|
Dreier Ashley |
Executive VP, CTO and CIO |
|
2016-09-06 |
4 |
OE |
$1.50 |
$7,500 |
D/D |
5,000 |
5,000 |
|
- |
|
815 Records found
|
|
Page 26 of 33 |
|
|