| |
| |
| 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:
|
|
|
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:
|
|
|
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:
|
|
|
| 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
|
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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 |
  Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2015-06-15 |
4 |
AS |
$28.50 |
$89,063 |
D/D |
(3,125) |
0 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2015-06-15 |
4 |
OE |
$1.50 |
$4,688 |
D/D |
3,125 |
3,125 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-05-11 |
4 |
S |
$24.86 |
$2,486,400 |
D/D |
(100,000) |
425,000 |
|
- |
|
| Kessler Jon |
President and CEO |
• • – |
2015-05-11 |
4 |
OE |
$0.10 |
$10,000 |
D/D |
100,000 |
525,000 |
|
- |
|
| Berkley Capital, Llc |
10% Owner |
– – • |
2015-05-11 |
4 |
S |
$24.86 |
$27,972,000 |
I/I |
(1,125,000) |
14,269,150 |
|
- |
|
| Berkley Capital, Llc |
10% Owner |
– – • |
2015-05-11 |
4 |
S |
$24.86 |
$27,972,000 |
D/D |
(1,125,000) |
14,269,150 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2015-05-11 |
4 |
S |
$24.86 |
$2,983,680 |
D/D |
(120,000) |
22,000 |
|
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2015-05-11 |
4 |
OE |
$0.10 |
$14,000 |
D/D |
140,000 |
142,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-05-11 |
4 |
S |
$24.86 |
$1,243,200 |
I/I |
(50,000) |
450,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-05-11 |
4 |
S |
$24.86 |
$1,740,480 |
D/D |
(70,000) |
878,814 |
|
- |
|
| Rana Manu S |
Director |
– • – |
2015-05-11 |
4 |
S |
$24.86 |
$29,961,120 |
I/I |
(1,205,000) |
2,826,468 |
|
- |
|
| Medici Frank |
Director |
– • – |
2015-05-11 |
4 |
S |
$24.86 |
$27,972,000 |
I/I |
(1,125,000) |
14,269,150 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2015-04-28 |
4 |
AS |
$27.00 |
$84,375 |
D/D |
(3,125) |
0 |
|
- |
|
| Dreier Ashley |
Executive VP, CTO and CIO |
• – – |
2015-04-28 |
4 |
OE |
$1.50 |
$4,688 |
D/D |
3,125 |
3,125 |
|
- |
|
| Leavitt Michael O |
Director |
– • – |
2015-04-08 |
4 |
D |
$0.00 |
$0 |
I/I |
(154,000) |
201,000 |
|
- |
|
| Neeleman Stephen |
Founder and Vice Chairman |
• • – |
2015-02-25 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,620,000) |
500,000 |
|
- |
|
| Sacks Ian |
Director |
– • – |
2014-12-26 |
5 |
GD |
$0.00 |
$0 |
D/D |
75,000 |
423,417 |
|
- |
|
| Sydney Matthew |
Exec VP, Sales & MarketingOffi |
• – – |
2014-11-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
35,100 |
|
- |
|
| Dilsaver Evelyn S |
Director |
– • – |
2014-08-05 |
4 |
B |
$14.00 |
$112,000 |
D/D |
8,000 |
8,000 |
2.39 |
- |
|
| Sacks Ian |
Director |
– • – |
2014-08-05 |
4 |
B |
$14.00 |
$700,000 |
D/D |
50,000 |
498,417 |
2.39 |
- |
|
| Jensen Frode |
Executive VP, GC & Corp. Secy. |
• – – |
2014-08-05 |
4 |
B |
$14.00 |
$42,000 |
D/D |
3,000 |
3,000 |
2.74 |
- |
|
| Mott Darcy G |
Executive VP and CFO |
• – – |
2014-08-05 |
4 |
B |
$14.00 |
$28,000 |
D/D |
2,000 |
2,000 |
2.74 |
- |
|
| Medici Frank |
Director |
– • – |
2014-08-05 |
4 |
B |
$14.00 |
$175,000 |
D/D |
12,500 |
12,500 |
2.39 |
- |
|
| Pershing Sandra |
10% Owner |
– – • |
2014-08-04 |
4 |
A |
$0.00 |
$0 |
D/D |
909,244 |
965,071 |
|
- |
|
| Pomerantz Ernest H |
10% Owner |
– – • |
2014-08-04 |
4 |
A |
$0.00 |
$0 |
D/D |
1,140,122 |
1,245,440 |
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- |
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815 Records found
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Page 32 of 33 |
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