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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:
|
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:
|
|
|
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 |
  Sacks Ian |
Director |
– • – |
2016-07-15 |
4 |
S |
$30.04 |
$750,983 |
D/D |
(25,000) |
173,417 |
|
- |
|
| Sacks Ian |
Director |
– • – |
2016-07-14 |
4 |
S |
$30.28 |
$757,000 |
D/D |
(25,000) |
198,417 |
|
- |
|
| Sacks Ian |
Director |
– • – |
2016-07-13 |
4 |
S |
$30.38 |
$1,518,835 |
D/D |
(50,000) |
223,417 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-07-13 |
4 |
AS |
$30.49 |
$915,604 |
D/D |
(30,000) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-07-13 |
4 |
OE |
$1.25 |
$37,500 |
D/D |
30,000 |
30,000 |
|
- |
|
| Leavitt Michael O |
Director |
– • – |
2016-07-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,900 |
13,767 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-06-30 |
4 |
AS |
$30.20 |
$542,566 |
D/D |
(17,967) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-06-30 |
4 |
OE |
$1.25 |
$22,459 |
D/D |
17,967 |
17,967 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-06-23 |
4 |
AS |
$29.00 |
$290,000 |
D/D |
(10,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-06-23 |
4 |
OE |
$1.25 |
$12,500 |
D/D |
10,000 |
430,000 |
|
- |
|
| Leavitt Michael O |
Director |
– • – |
2016-06-23 |
4 |
S |
$29.17 |
$182,288 |
I/I |
(6,250) |
16,667 |
|
- |
|
| Leavitt Michael O |
Director |
– • – |
2016-06-22 |
4 |
S |
$29.21 |
$116,840 |
I/I |
(4,000) |
22,917 |
|
- |
|
| Leavitt Michael O |
Director |
– • – |
2016-06-21 |
4 |
S |
$29.15 |
$702,111 |
I/I |
(24,083) |
26,917 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-06-20 |
4 |
AS |
$29.30 |
$293,038 |
D/D |
(10,000) |
62,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-06-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
72,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-06-15 |
4 |
AS |
$29.23 |
$1,917,047 |
D/D |
(65,593) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-06-15 |
4 |
OE |
$0.10 |
$64,059 |
D/D |
65,593 |
485,593 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-06-14 |
4 |
AS |
$29.09 |
$1,108,741 |
D/D |
(38,119) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-06-14 |
4 |
OE |
$0.10 |
$3,812 |
D/D |
38,119 |
458,119 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-06-13 |
4 |
AS |
$28.87 |
$577,442 |
D/D |
(20,000) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-06-13 |
4 |
OE |
$1.25 |
$25,000 |
D/D |
20,000 |
20,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-06-13 |
4 |
AS |
$29.02 |
$182,467 |
D/D |
(6,288) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-06-13 |
4 |
OE |
$0.10 |
$629 |
D/D |
6,288 |
426,288 |
|
- |
|
| Rana Manu S |
Director |
– • – |
2016-06-09 |
4 |
S |
$28.30 |
$14,147,500 |
I/I |
(500,000) |
676,468 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-06-08 |
4 |
AS |
$30.12 |
$61,226 |
D/D |
(2,033) |
0 |
|
- |
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815 Records found
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Page 28 of 33 |
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