Stephen D. Neeleman's Insider Trades & SAST Disclosures
Stephen D. Neeleman's most recent trade in Healthequity Inc was a trade of 570 Common Stock done at an average price of $97.5 . Disclosure was reported to the exchange on Jan. 7, 2025.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 97.54 per share. | 07 Jan 2025 | 570 | 88,460 (0%) | 0% | 97.5 | 55,600 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Gift of securities by or to the insider at price $ 0.00 per share. | 11 Oct 2024 | 6,000 | 553,235 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 78.25 per share. | 03 Oct 2024 | 739 | 89,030 (0%) | 0% | 78.2 | 57,824 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.00 per share. | 25 Jul 2024 | 24,188 | 113,957 (0%) | 0% | 14 | 338,632 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 25 Jul 2024 | 24,188 | 10,812 | - | - | Stock Option (right to buy) | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 79.73 per share. | 25 Jul 2024 | 24,188 | 89,769 (0%) | 0% | 79.7 | 1,928,543 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 25 Jul 2024 | 10,812 | 0 | - | - | Stock Option (right to buy) | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 80.15 per share. | 25 Jul 2024 | 10,812 | 89,769 (0%) | 0% | 80.2 | 866,587 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.00 per share. | 25 Jul 2024 | 10,812 | 100,581 (0%) | 0% | 14 | 151,368 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 83.68 per share. | 03 Jul 2024 | 428 | 89,769 (0%) | 0% | 83.7 | 35,814 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 83.68 per share. | 03 Jul 2024 | 318 | 90,197 (0%) | 0% | 83.7 | 26,610 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.00 per share. | 06 Jun 2024 | 7,484 | 97,999 (0%) | 0% | 14 | 104,776 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Jun 2024 | 7,484 | 37,080 | - | - | Stock Option (right to buy) | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 85.05 per share. | 06 Jun 2024 | 7,484 | 90,515 (0%) | 0% | 85.0 | 636,478 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Jun 2024 | 2,080 | 35,000 | - | - | Stock Option (right to buy) | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 85.01 per share. | 06 Jun 2024 | 2,080 | 90,515 (0%) | 0% | 85.0 | 176,825 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.00 per share. | 06 Jun 2024 | 2,080 | 92,595 (0%) | 0% | 14 | 29,120 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.00 per share. | 05 Jun 2024 | 25,036 | 115,551 (0%) | 0% | 14 | 350,504 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 05 Jun 2024 | 25,036 | 44,564 | - | - | Stock Option (right to buy) | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 85.06 per share. | 05 Jun 2024 | 25,036 | 90,515 (0%) | 0% | 85.1 | 2,129,452 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.00 per share. | 04 Jun 2024 | 400 | 90,915 (0%) | 0% | 14 | 5,600 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 04 Jun 2024 | 400 | 69,600 | - | - | Stock Option (right to buy) | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 85.00 per share. | 04 Jun 2024 | 400 | 90,515 (0%) | 0% | 85 | 34,000 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 80.60 per share. | 03 Apr 2024 | 1,984 | 90,515 (0%) | 0% | 80.6 | 159,902 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 80.62 per share. | 01 Apr 2024 | 5,348 | 94,250 (0%) | 0% | 80.6 | 431,130 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 81.86 per share. | 01 Apr 2024 | 1,751 | 92,499 (0%) | 0% | 81.9 | 143,342 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Mar 2024 | 15,970 | 99,598 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Mar 2024 | 10,976 | 83,628 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Neeleman Stephen D. | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 67.64 per share. | 05 Jan 2024 | 235 | 72,652 (0%) | 0% | 67.6 | 15,895 | Common Stock |
| Healthequity Inc | D. Neeleman Stephen | Director, FOUNDER AND VICE CHAIRMAN | Gift of securities by or to the insider at price $ 0.00 per share. | 28 Dec 2023 | 5,000 | 559,235 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 14.00 per share. | 08 Dec 2023 | 70,000 | 142,887 (0%) | 0% | 14 | 980,000 | Common Stock |
| Healthequity Inc | Stephen Neeleman D. | Director, FOUNDER AND VICE CHAIRMAN | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Dec 2023 | 70,000 | 70,000 | - | - | Stock Option (right to buy) | |
| Healthequity Inc | D. Stephen Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 68.51 per share. | 08 Dec 2023 | 62,578 | 80,309 (0%) | 0% | 68.5 | 4,286,962 | Common Stock |
| Healthequity Inc | D. Neeleman Stephen | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 69.09 per share. | 08 Dec 2023 | 7,122 | 73,187 (0%) | 0% | 69.1 | 492,080 | Common Stock |
| Healthequity Inc | Stephen Neeleman D. | Director, FOUNDER AND VICE CHAIRMAN | Sale of securities on an exchange or to another person at price $ 70.01 per share. | 08 Dec 2023 | 300 | 72,887 (0%) | 0% | 70.0 | 21,004 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 57.70 per share. | 03 Apr 2023 | 4,429 | 75,402 (0%) | 0% | 57.7 | 255,549 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Payment of exercise price or tax liability using portion of securities received from the company at price $ 55.99 per share. | 03 Apr 2023 | 1,886 | 73,516 (0%) | 0% | 56.0 | 105,588 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Mar 2023 | 15,006 | 66,774 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 29 Mar 2023 | 13,057 | 79,831 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Jun 2022 | 3,000 | 570,735 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Jun 2022 | 2,000 | 568,735 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, FOUNDER AND VICE CHAIRMAN | Gift of securities by or to the insider at price $ 0.00 per share. | 19 Apr 2022 | 2,000 | 573,735 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Payment of exercise price or tax liability using portion of securities received from the company at price $ 67.63 per share. | 01 Apr 2022 | 3,434 | 51,768 (0%) | 0% | 67.6 | 232,243 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Mar 2022 | 11,152 | 59,409 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Mar 2022 | 9,535 | 48,257 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Payment of exercise price or tax liability using portion of securities received from the company at price $ 67.48 per share. | 30 Mar 2022 | 584 | 58,825 (0%) | 0% | 67.5 | 39,410 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Payment of exercise price or tax liability using portion of securities received from the company at price $ 67.29 per share. | 05 Apr 2021 | 2,321 | 38,722 (0%) | 0% | 67.3 | 156,186 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Payment of exercise price or tax liability using portion of securities received from the company at price $ 67.29 per share. | 05 Apr 2021 | 2,128 | 41,043 (0%) | 0% | 67.3 | 143,198 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Mar 2021 | 7,463 | 37,347 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Mar 2021 | 6,465 | 43,812 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Payment of exercise price or tax liability using portion of securities received from the company at price $ 67.50 per share. | 30 Mar 2021 | 641 | 43,171 (0%) | 0% | 67.5 | 43,269 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Payment of exercise price or tax liability using portion of securities received from the company at price $ 43.97 per share. | 06 Apr 2020 | 8,969 | 29,884 (0%) | 0% | 44.0 | 394,324 | Common Stock |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Mar 2020 | 19,073 | 30,617 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Mar 2020 | 8,236 | 38,853 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Mar 2020 | 7,921 | 7,921 (0%) | 0% | 0 | Common Stock | |
| Healthequity Inc | Stephen D. Neeleman | Director, Founder and Vice Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Mar 2020 | 3,623 | 11,544 (0%) | 0% | 0 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges