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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:
|
|
|
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 |
  Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-06-08 |
4 |
OE |
$1.25 |
$2,541 |
D/D |
2,033 |
2,033 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-05-26 |
4 |
AS |
$25.08 |
$156,753 |
D/D |
(6,251) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-05-26 |
4 |
OE |
$1.25 |
$7,814 |
D/D |
6,251 |
6,251 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-05-25 |
4 |
AS |
$25.00 |
$341,292 |
D/D |
(13,649) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-05-25 |
4 |
OE |
$1.25 |
$17,061 |
D/D |
13,649 |
13,649 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-05-25 |
4 |
AS |
$25.00 |
$250,000 |
D/D |
(10,000) |
58,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-05-25 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
68,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-05-13 |
4 |
AS |
$25.00 |
$2,500 |
D/D |
(100) |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-05-13 |
4 |
OE |
$1.25 |
$125 |
D/D |
100 |
100 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-05-11 |
4 |
AS |
$25.21 |
$1,310,712 |
D/D |
(52,000) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-05-11 |
4 |
OE |
$0.10 |
$5,200 |
D/D |
52,000 |
472,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-04-20 |
4 |
AS |
$25.52 |
$255,191 |
D/D |
(10,000) |
54,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-04-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
64,000 |
|
- |
|
| Rana Manu S |
Director |
– • – |
2016-04-11 |
4 |
S |
$23.48 |
$11,740,000 |
I/I |
(500,000) |
1,176,468 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-04-04 |
4 |
AS |
$25.11 |
$1,219,123 |
D/D |
(48,543) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-04-04 |
4 |
OE |
$0.10 |
$4,854 |
D/D |
48,543 |
468,543 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-04-01 |
4 |
AS |
$25.01 |
$1,111,883 |
D/D |
(44,457) |
420,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-04-01 |
4 |
OE |
$0.10 |
$4,446 |
D/D |
44,457 |
464,457 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-04-01 |
4 |
AS |
$25.00 |
$750,000 |
D/D |
(30,000) |
50,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2016-04-01 |
4 |
OE |
$0.10 |
$4,200 |
D/D |
42,000 |
80,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-03-28 |
4 |
GA |
$0.00 |
$0 |
I/I |
865,285 |
865,285 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-03-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
68,471 |
0 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-03-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
796,814 |
0 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2016-02-05 |
4 |
OE |
$1.25 |
$25,000 |
D/D |
20,000 |
420,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-01-04 |
4 |
AS |
$25.03 |
$284,021 |
D/D |
(11,346) |
796,814 |
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- |
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815 Records found
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Page 29 of 33 |
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