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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 : - |
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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 |
  Dillon Adrian T |
Director |
– • – |
2016-09-01 |
4 |
A |
$0.00 |
$0 |
D/D |
205 |
205 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2016-09-01 |
4 |
AS |
$32.28 |
$322,817 |
D/D |
(10,000) |
0 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2016-09-01 |
4 |
OE |
$1.50 |
$15,000 |
D/D |
10,000 |
10,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-08-31 |
4 |
AS |
$33.00 |
$3,300 |
D/D |
(100) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-08-31 |
4 |
OE |
$0.10 |
$10 |
D/D |
100 |
420,100 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-08-30 |
4 |
AS |
$33.00 |
$1,147,839 |
D/D |
(34,783) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-08-30 |
4 |
OE |
$0.10 |
$24,683 |
D/D |
34,783 |
454,783 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-08-23 |
4 |
AS |
$29.00 |
$290,000 |
D/D |
(10,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-08-23 |
4 |
OE |
$1.25 |
$12,500 |
D/D |
10,000 |
430,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-08-23 |
4 |
AS |
$30.28 |
$299,693 |
D/D |
(9,898) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-08-23 |
4 |
OE |
$1.25 |
$12,373 |
D/D |
9,898 |
9,898 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-08-22 |
4 |
AS |
$29.12 |
$291,346 |
D/D |
(10,000) |
70,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-08-22 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
80,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-08-18 |
4 |
AS |
$30.00 |
$3,060 |
D/D |
(102) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-08-18 |
4 |
OE |
$1.25 |
$128 |
D/D |
102 |
102 |
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- |
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| Kessler Jon |
President and CEO |
• • – |
2016-08-15 |
4 |
AS |
$29.02 |
$290,153 |
D/D |
(10,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-08-15 |
4 |
OE |
$0.10 |
$1,000 |
D/D |
10,000 |
430,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-08-15 |
4 |
AS |
$28.99 |
$579,746 |
D/D |
(20,000) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-08-15 |
4 |
OE |
$1.25 |
$25,000 |
D/D |
20,000 |
20,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-07-25 |
4 |
AS |
$29.62 |
$296,182 |
D/D |
(10,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-07-25 |
4 |
OE |
$1.25 |
$12,500 |
D/D |
10,000 |
430,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-07-20 |
4 |
AS |
$30.23 |
$302,327 |
D/D |
(10,000) |
66,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-07-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
76,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-07-15 |
4 |
AS |
$30.05 |
$300,520 |
D/D |
(10,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-07-15 |
4 |
OE |
$0.10 |
$1,000 |
D/D |
10,000 |
430,000 |
|
- |
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815 Records found
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Page 27 of 33 |
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