HealthEquity Inc (HQY)

HEALTH CARE: HEALTH CARE SERVICES
SIC: SERVICES-BUSINESS SERVICES, NEC

15 WEST SCENIC POINTE DRIVE DRAPER, UT 84020

HealthEquity Inc. provides technology-enabled services platforms that allow consumers to make healthcare saving and spending decisions. Consumers can access their tax-advantaged healthcare savings, compare treatment options and pricing, evaluate and pay healthcare bills, receive personalized benefit and clinical information, and earn wellness incentives.

Data as of 2020-05-24
Market Cap4.055 Billion Shares Outstanding71.398 Million Avg 30-day Volume807.948 Thousand
P/E Ratio88.7 Dividend Yield EPS0.64
Price/Sales9.113 Price cash flow ratio37.0 Price free cash flow ratio-2.5
Book Value14.43 Price to Tangible Book-3.73 Alpha0.01
Short Interest Ratio % Short Interest to Float R-squared0.205697
BETA1.44652 52-week High/Low88.78 / 34.4 Stddev0.135446
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Funds Holding HQY (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HQY BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

DREIER ASHLEY

  • Director
3,837 2020-05-14 4

DILSAVER EVELYN S

  • Director
30,326 2020-05-07 1

SELANDER ROBERT W

  • Director
5,634 2020-05-07 2

LEAVITT MICHAEL O

  • Director
0 2020-05-05 0

KESSLER JON PRESIDENT AND CEO

  • Officer
  • Director
505,715 2020-04-22 4

NEELEMAN STEPHEN FOUNDER AND VICE CHAIRMAN

  • Officer
  • Director
809,169 2020-04-06 3

MOTT DARCY G EXECUTIVE VP AND CFO

  • Officer
59,884 2020-04-06 10

LADD DELANO EVP, COUNSEL & SECRETARY

  • Officer
30,211 2020-04-06 4

OTTEN WILLIAM ROBERT EXECUTIVE VP OF SALES

  • Officer
37,307 2020-04-06 4

TRITTSCHUH LARRY L EVP CHIEF SECURITY OFFICER

  • Officer
17,485 2020-04-05 5

HILL ANGELIQUE CHRISTINE EXEC VP, OPERATIONS

  • Officer
22,447 2020-03-31 3

BLOOMBERG EDWARD CHIEF OPERATING OFFICER

  • Officer
28,296 2020-03-31 2

HOSTETTER ADAM J EVP CHIEF MARKETING OFFICER

  • Officer
19,376 2020-03-31 2

SACKS IAN

  • Director
152,796 2020-02-01 1

CORVINO FRANK

  • Director
7,446 2020-02-01 2

MEDICI FRANK

  • Director
18,292 2020-02-01 1

DILLON ADRIAN T

  • Director
28,398 2020-02-01 2

WELLBORN GAYLE FURGURSON

  • Director
10,543 2020-02-01 1

MCCOWAN DEBRA CHARLOTTE

  • Director
10,478 2020-02-01 1

ROBINSON GARY D EVP, CHIEF MARKETING OFFICER

  • Officer
2,890 2018-06-07 0

SOLDAN JON EXEC VP, OPERATIONS

  • Officer
8,020 2018-03-27 0

BERKLEY CAPITAL, LLC

BERKLEY CAPITAL INVESTORS, L.P.

BERKLEY W R CORP

  • SEE REMARKSSEE REMARKSSEE REMARKS
No longer subject to file 2018-02-08 0

RANA MANU S

  • Director
No longer subject to file 2017-07-31 0

BERKLEY CAPITAL, LLC

BERKLEY CAPITAL INVESTORS, L.P.

  • 10% Owner
7,346,177 2017-07-12 0

SYDNEY MATTHEW EXEC VP, SALES & MARKETING

  • Officer
100 2016-11-01 0

JENSEN FRODE EXECUTIVE VP, GC & CORP. SECY.

  • Officer
3,000 2016-03-23 0

PERSHING SANDRA

  • 10% Owner
No longer subject to file 2014-08-04 0

NEELEMAN DAVID

  • 10% Owner
No longer subject to file 2014-08-04 0

PINNACLE HEALTH III, LLC

  • 10% Owner
No longer subject to file 2014-08-04 0

POMERANTZ ERNEST H

  • 10% Owner
No longer subject to file 2014-08-04 0

FINANCIAL PARTNERS FUND I, L.P.

NAPIER PARK GLOBAL CAPITAL GP LLC

  • 10% Owner
No longer subject to file 2014-08-04 0

KEOHAN EDWARD CRAIG EXEC VP OF SALES & MARKETING

  • Officer
0 2014-07-30 0

FIRST HSA, GP

  • 10% Owner
1,944,446 2014-07-30 0

HEALTHEQUITY FOUNDER HOLDINGS, LLC

  • 10% Owner
2,120,000 2014-07-30 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

KESSLER JON - Director - Officer PRESIDENT AND CEO by gkf, llc

2020-04-22 G 11,965 a 23,930 505,715.00 indirect

KESSLER JON - Director - Officer PRESIDENT AND CEO

2020-04-22 G 17,410 d 17,409 505,715.00 direct

KESSLER JON - Director - Officer PRESIDENT AND CEO by gkf, llc

2020-04-22 G 12,782 a 12,782 505,715.00 indirect

KESSLER JON - Director - Officer PRESIDENT AND CEO

2020-04-22 G 11,965 d 23,929 505,715.00 direct

KESSLER JON - Director - Officer PRESIDENT AND CEO

2020-04-22 G 12,782 d 38,343 505,715.00 direct

KESSLER JON - Director - Officer PRESIDENT AND CEO by gkf, llc

2020-04-22 G 17,410 a 34,820 505,715.00 indirect

DREIER ASHLEY - Officer EXECUTIVE, VP, CTO AND CIO

2020-04-06 F 7,701 $43.97 d 45,091 42,444.00 direct

KESSLER JON - Director - Officer PRESIDENT AND CEO

2020-04-06 F 42,170 $43.97 d 505,715 505,715.00 direct

MOTT DARCY G - Officer EXECUTIVE VP AND CFO

2020-04-06 F 8,969 $43.97 d 59,884 59,884.00 direct

NEELEMAN STEPHEN - Director - Officer FOUNDER AND VICE CHAIRMAN

2020-04-06 F 8,969 $43.97 d 29,884 809,169.00 direct

OTTEN WILLIAM ROBERT - Officer EXECUTIVE VP OF SALES

2020-04-06 F 1,869 $43.97 d 37,307 37,307.00 direct

DREIER ASHLEY - Officer EXECUTIVE, VP, CTO AND CIO

2020-04-06 F 2,647 $43.97 d 42,444 42,444.00 direct

LADD DELANO - Officer EVP, COUNSEL & SECRETARY

2020-04-06 F 3,639 $43.97 d 30,211 30,211.00 direct

TRITTSCHUH LARRY L - Officer EVP CHIEF SECURITY OFFICER

2020-04-05 A 3,651 a 17,485 17,485.00 direct

MOTT DARCY G - Officer EXECUTIVE VP AND CFO

2020-03-31 A 3,623 a 41,544 68,853.00 direct

DREIER ASHLEY - Officer EXECUTIVE, VP, CTO AND CIO

2020-03-31 A 4,528 a 39,441 52,792.00 direct

TRITTSCHUH LARRY L - Officer EVP CHIEF SECURITY OFFICER

2020-03-31 A 755 a 11,528 13,834.00 direct

HILL ANGELIQUE CHRISTINE - Officer EXEC VP, OPERATIONS

2020-03-31 A 5,930 a 22,447 22,447.00 direct

HOSTETTER ADAM J - Officer EVP CHIEF MARKETING OFFICER

2020-03-31 A 3,294 a 19,376 19,376.00 direct

LADD DELANO - Officer EVP, COUNSEL & SECRETARY

2020-03-31 A 2,717 a 17,725 33,850.00 direct

NEELEMAN STEPHEN - Director - Officer FOUNDER AND VICE CHAIRMAN

2020-03-31 A 19,073 a 30,617 818,138.00 direct

OTTEN WILLIAM ROBERT - Officer EXECUTIVE VP OF SALES

2020-03-31 A 9,224 a 39,176 39,176.00 direct

OTTEN WILLIAM ROBERT - Officer EXECUTIVE VP OF SALES

2020-03-31 A 5,041 a 22,166 39,176.00 direct

KESSLER JON - Director - Officer PRESIDENT AND CEO

2020-03-31 A 66,756 a 547,885 547,885.00 direct

MOTT DARCY G - Officer EXECUTIVE VP AND CFO

2020-03-31 A 8,236 a 68,853 68,853.00 direct

MOTT DARCY G - Officer EXECUTIVE VP AND CFO

2020-03-31 A 7,921 a 37,921 68,853.00 direct

DREIER ASHLEY - Officer EXECUTIVE, VP, CTO AND CIO

2020-03-31 A 6,121 a 34,913 52,792.00 direct

BLOOMBERG EDWARD - Officer CHIEF OPERATING OFFICER

2020-03-31 A 13,178 a 28,296 28,296.00 direct

HILL ANGELIQUE CHRISTINE - Officer EXEC VP, OPERATIONS

2020-03-31 A 2,415 a 16,517 22,447.00 direct

LADD DELANO - Officer EVP, COUNSEL & SECRETARY

2020-03-31 A 6,589 a 33,850 33,850.00 direct

LADD DELANO - Officer EVP, COUNSEL & SECRETARY

2020-03-31 A 5,041 a 15,008 33,850.00 direct

NEELEMAN STEPHEN - Director - Officer FOUNDER AND VICE CHAIRMAN

2020-03-31 A 3,623 a 11,544 818,138.00 direct

OTTEN WILLIAM ROBERT - Officer EXECUTIVE VP OF SALES

2020-03-31 A 4,767 a 29,952 39,176.00 direct

KESSLER JON - Director - Officer PRESIDENT AND CEO

2020-03-31 A 12,076 a 481,129 547,885.00 direct

MOTT DARCY G - Officer EXECUTIVE VP AND CFO

2020-03-31 A 19,073 a 60,617 68,853.00 direct

DREIER ASHLEY - Officer EXECUTIVE, VP, CTO AND CIO

2020-03-31 A 13,351 a 52,792 52,792.00 direct

TRITTSCHUH LARRY L - Officer EVP CHIEF SECURITY OFFICER

2020-03-31 A 2,306 a 13,834 13,834.00 direct

BLOOMBERG EDWARD - Officer CHIEF OPERATING OFFICER

2020-03-31 A 5,283 a 15,118 28,296.00 direct

HILL ANGELIQUE CHRISTINE - Officer EXEC VP, OPERATIONS

2020-03-31 A 1,750 a 14,102 22,447.00 direct

LADD DELANO - Officer EVP, COUNSEL & SECRETARY

2020-03-31 A 9,536 a 27,261 33,850.00 direct

NEELEMAN STEPHEN - Director - Officer FOUNDER AND VICE CHAIRMAN

2020-03-31 A 8,236 a 38,853 818,138.00 direct

NEELEMAN STEPHEN - Director - Officer FOUNDER AND VICE CHAIRMAN

2020-03-31 A 7,921 a 7,921 818,138.00 direct

OTTEN WILLIAM ROBERT - Officer EXECUTIVE VP OF SALES

2020-03-31 A 3,019 a 25,185 39,176.00 direct

KESSLER JON - Director - Officer PRESIDENT AND CEO

2020-03-31 A 26,643 a 469,053 547,885.00 direct

LADD DELANO - Officer EVP, COUNSEL & SECRETARY

2020-03-27 F 338 $52.22 d 10,262 9,967.00 direct

DREIER ASHLEY - Officer EXECUTIVE, VP, CTO AND CIO

2020-03-27 F 551 $52.22 d 28,792 28,792.00 direct

HILL ANGELIQUE CHRISTINE - Officer EXEC VP, OPERATIONS

2020-03-27 F 295 $52.22 d 12,773 12,352.00 direct

OTTEN WILLIAM ROBERT - Officer EXECUTIVE VP OF SALES

2020-03-27 F 299 $52.22 d 17,125 17,125.00 direct

DREIER ASHLEY - Officer EXECUTIVE, VP, CTO AND CIO

2020-03-27 F 677 $52.21 d 29,343 28,792.00 direct

LADD DELANO - Officer EVP, COUNSEL & SECRETARY

2020-03-27 F 295 $52.22 d 9,967 9,967.00 direct

OTTEN WILLIAM ROBERT - Officer EXECUTIVE VP OF SALES

2020-03-27 F 181 $52.22 d 17,424 17,125.00 direct

HILL ANGELIQUE CHRISTINE - Officer EXEC VP, OPERATIONS

2020-03-27 F 421 $52.22 d 12,352 12,352.00 direct

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