Stephen Neeleman

Track

Insider profile

Currently holds a position at Healthequity Inc

Performance

Overall performance
0.8
Performance over holding periods
0.8
30 days 90 days 120 days
Average return -5% 8.2% 15.1%
Success rate 0% 68% 82%
Transactions
3 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Vice Chairman of the Board, Founder Healthequity Inc Feb. 1, 2014 -
President, Chief Executive Officer, Founder Healthequity Inc Nov. 1, 2002 - Jan. 1, 2014
Stephen Neeleman's trades of Healthequity Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
285.06
Quantity 88,542
Value US$344,501
Transaction date
Proposed sale
Price
351.21
Quantity 10,443
Value US$1,070,397
Transaction date
Proposed sale
Price
254.98
Quantity 29,868
Value US$2,755,925
Transaction date
Proposed sale
Price
95.24
Quantity 791
Value US$75,332
Transaction date
Proposed sale
Price
88.57
Quantity 1,058
Value US$93,704
Transaction date
Proposed sale
Price
100.87
Quantity 1,049
Value US$105,815
Transaction date
Proposed sale
Price
79.88
Quantity 9,019
Value US$720,433
Transaction date
Proposed sale
Price
83.88
Quantity 1,316
Value US$110,380
Transaction date
Proposed sale
Price
97.54
Quantity 570
Value US$55,600
Transaction date
Proposed sale
Price
78.25
Quantity 739
Value US$57,824
Transaction date
Planned sale
Price
80.15
Quantity 10,812 -10.7%
Value US$866,587
Transaction date
Planned sale
Price
79.73
Quantity 24,188 -21.2%
Value US$1,928,543
Transaction date
Planned sale
Price
85.01
Quantity 2,080 -2.2%
Value US$176,825
Transaction date
Planned sale
Price
85.05
Quantity 7,484 -7.6%
Value US$636,478
Transaction date
Planned sale
Price
85.06
Quantity 25,036 -21.7%
Value US$2,129,452
Transaction date
Planned sale
Price
85.00
Quantity 400 -0.4%
Value US$34,000
Transaction date
Proposed sale
Price
81.22
Quantity 70,000
Value US$5,685,400
Transaction date
Sale
Price
70.01
Quantity 300 -0.4%
Value US$21,004
Transaction date
Sale
Price
69.09
Quantity 7,122 -8.9%
Value US$492,080
Transaction date
Sale
Price
68.51
Quantity 62,578 -43.8%
Value US$4,286,962
Transaction date
Proposed sale
Price
68.57
Quantity 70,000
Value US$4,800,047
Transaction date
Purchase
Price
61.00
Quantity 10,000 +1.8%
Value US$610,000
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-07-10 2026-07-08
PrS Proposed sale
88,542
285.06
US$344,501 		88,542 285.06 US$344,501
2026-04-08 2026-04-06
PrS Proposed sale
10,443
351.21
US$1,070,397 		10,443 351.21 US$1,070,397
2026-04-02 2026-03-31
PrS Proposed sale
29,868
254.98
US$2,755,925 		29,868 254.98 US$2,755,925
2026-01-13 2026-01-09
PrS Proposed sale
791
95.24
US$75,332 		791 95.24 US$75,332
2025-10-08 2025-10-06
PrS Proposed sale
1,058
88.57
US$93,704 		1,058 88.57 US$93,704
2025-07-08 2025-07-03
PrS Proposed sale
1,049
100.87
US$105,815 		1,049 100.87 US$105,815
2025-04-10 2025-04-08
PrS Proposed sale
9,019
79.88
US$720,433 		9,019 79.88 US$720,433
2025-04-04 2025-04-03
PrS Proposed sale
1,316
83.88
US$110,380 		1,316 83.88 US$110,380
2025-01-10 2025-01-07
PrS Proposed sale
570
97.54
US$55,600 		570 97.54 US$55,600
2024-10-07 2024-10-03
PrS Proposed sale
739
78.25
US$57,824 		739 78.25 US$57,824
2024-07-29 2024-07-25
PlS Planned sale
10,812 -10.7%
80.15
US$866,587 		10,812 -10.7% 80.15 US$866,587
2024-07-29 2024-07-25
PlS Planned sale
24,188 -21.2%
79.73
US$1,928,543 		24,188 -21.2% 79.73 US$1,928,543
2024-06-10 2024-06-07
PlS Planned sale
2,080 -2.2%
85.01
US$176,825 		2,080 -2.2% 85.01 US$176,825
2024-06-10 2024-06-06
PlS Planned sale
7,484 -7.6%
85.05
US$636,478 		7,484 -7.6% 85.05 US$636,478
2024-06-07 2024-06-05
PlS Planned sale
25,036 -21.7%
85.06
US$2,129,452 		25,036 -21.7% 85.06 US$2,129,452
2024-06-06 2024-06-04
PlS Planned sale
400 -0.4%
85.00
US$34,000 		400 -0.4% 85.00 US$34,000
2024-06-04 2024-06-04
PrS Proposed sale
70,000
81.22
US$5,685,400 		70,000 81.22 US$5,685,400
2023-12-12 2023-12-08
S Sale
300 -0.4%
70.01
US$21,004 		300 -0.4% 70.01 US$21,004
2023-12-12 2023-12-08
S Sale
7,122 -8.9%
69.09
US$492,080 		7,122 -8.9% 69.09 US$492,080
2023-12-12 2023-12-08
S Sale
62,578 -43.8%
68.51
US$4,286,962 		62,578 -43.8% 68.51 US$4,286,962
2023-12-08 2023-12-08
PrS Proposed sale
70,000
68.57
US$4,800,047 		70,000 68.57 US$4,800,047
2019-07-15 2019-07-12
B Purchase
10,000 +1.8%
61.00
US$610,000 		10,000 +1.8% 61.00 US$610,000