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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:
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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 |
  Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2016-01-04 |
4 |
OE |
$1.25 |
$14,183 |
D/D |
11,346 |
808,160 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2015-12-21 |
4 |
AS |
$25.70 |
$256,982 |
D/D |
(10,000) |
38,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2015-12-21 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
48,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-12-02 |
4 |
AS |
$33.50 |
$365,453 |
D/D |
(10,909) |
796,814 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-12-02 |
4 |
OE |
$1.25 |
$13,636 |
D/D |
10,909 |
807,723 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2015-12-01 |
4 |
AS |
$32.01 |
$101,008 |
D/D |
(3,125) |
0 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2015-12-01 |
4 |
OE |
$1.50 |
$4,688 |
D/D |
3,125 |
3,125 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-12-01 |
4 |
AS |
$31.92 |
$862,523 |
D/D |
(26,591) |
796,814 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-12-01 |
4 |
OE |
$1.25 |
$33,239 |
D/D |
26,591 |
823,405 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-12-01 |
4 |
AS |
$32.04 |
$651,708 |
D/D |
(20,000) |
400,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-12-01 |
4 |
OE |
$0.10 |
$2,000 |
D/D |
20,000 |
420,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2015-11-20 |
4 |
AS |
$33.64 |
$336,360 |
D/D |
(10,000) |
34,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2015-11-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
44,000 |
|
- |
|
| Sydney Matthew |
Exec VP, Sales & Marketing |
• – – |
2015-11-11 |
4 |
AS |
$35.00 |
$1,225,000 |
D/D |
(35,000) |
100 |
|
- |
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| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-11-09 |
4 |
AS |
$33.01 |
$1,238,203 |
D/D |
(37,500) |
796,814 |
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- |
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| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-11-09 |
4 |
OE |
$1.25 |
$46,875 |
D/D |
37,500 |
834,314 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-11-02 |
4 |
AS |
$32.80 |
$1,475,964 |
D/D |
(45,000) |
400,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-11-02 |
4 |
OE |
$0.10 |
$4,500 |
D/D |
45,000 |
445,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-10-28 |
4 |
AS |
$32.00 |
$640,000 |
D/D |
(20,000) |
400,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-10-28 |
4 |
OE |
$0.10 |
$2,000 |
D/D |
20,000 |
420,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2015-10-20 |
4 |
AS |
$30.28 |
$302,751 |
D/D |
(10,000) |
30,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2015-10-20 |
4 |
OE |
$0.10 |
$1,400 |
D/D |
14,000 |
40,000 |
|
- |
|
| Leavitt Michael O |
Director |
– • – |
2015-10-01 |
5 |
GD |
$0.00 |
$0 |
I/I |
15,000 |
51,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-10-01 |
4 |
AS |
$28.92 |
$1,012,081 |
D/D |
(35,000) |
400,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-10-01 |
4 |
OE |
$0.10 |
$3,500 |
D/D |
35,000 |
435,000 |
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- |
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815 Records found
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Page 30 of 33 |
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