Jon Kessler

Track

Insider profile

Currently holds positions in WageWorks Inc and Healthequity Inc

Performance

Overall performance
3.4
Performance over holding periods
3.4
30 days 90 days 120 days
Average return 8% 8.2% 15.1%
Success rate 91% 68% 82%
Transactions
10 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Director WageWorks Inc Aug. 30, 2019 -
President, Chief Executive Officer, Director Healthequity Inc Feb. 1, 2014 -
Executive Chairman of the Board Healthequity Inc March 1, 2009 - Jan. 1, 2014
Jon Kessler'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
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-06-10 2025-06-06
S Sale
61,083 +27.8%
201.36
US$2,217,444 		61,083 +27.8% 201.36 US$2,217,444
2025-06-10 2025-06-06
S Sale
75,835 +21.2%
156.51
US$656,053 		75,835 +21.2% 156.51 US$656,053
2025-06-10 2025-06-06
S Sale
59,818 -5.6%
95.86
US$4,451,828 		59,818 -5.6% 95.86 US$4,451,828
2025-06-10 2025-06-06
S Sale
19,082 -15.9%
112.39
US$2,144,649 		19,082 -15.9% 112.39 US$2,144,649
2025-06-10 2025-06-06
S Sale
52,450 -30.4%
111.83
US$5,865,730 		52,450 -30.4% 111.83 US$5,865,730
2025-06-10 2025-06-06
S Sale
15,427 -5.7%
112.70
US$1,738,623 		15,427 -5.7% 112.70 US$1,738,623
2025-06-10 2025-06-06
S Sale
39,075 -12.7%
112.08
US$4,379,526 		39,075 -12.7% 112.08 US$4,379,526
2025-06-10 2025-06-06
S Sale
16,854 -5.2%
112.38
US$1,894,135 		16,854 -5.2% 112.38 US$1,894,135
2025-06-10 2025-06-06
S Sale
62,827 -16.2%
111.84
US$7,026,371 		62,827 -16.2% 111.84 US$7,026,371
2025-06-06 2025-06-06
PrS Proposed sale
80,737
112.70
US$9,099,060 		80,737 112.70 US$9,099,060
2025-06-06 2025-06-06
PrS Proposed sale
71,532
111.98
US$8,010,375 		71,532 111.98 US$8,010,375
2025-06-06 2025-06-06
PrS Proposed sale
79,681
111.95
US$8,920,503 		79,681 111.95 US$8,920,503
2025-04-10 2025-04-08
PrS Proposed sale
101,545
79.88
US$8,111,359 		101,545 79.88 US$8,111,359
2024-09-18 2024-09-16
PlS Planned sale
1,511 -1.5%
78.93
US$119,268 		1,511 -1.5% 78.93 US$119,268
2024-09-18 2024-09-16
PlS Planned sale
7,239 -6.6%
78.32
US$566,929 		7,239 -6.6% 78.32 US$566,929
2024-09-18 2024-09-16
PlS Planned sale
3,661 -1.8%
78.94
US$288,988 		3,661 -1.8% 78.94 US$288,988
2024-09-18 2024-09-16
PlS Planned sale
17,338 -7.7%
78.31
US$1,357,808 		17,338 -7.7% 78.31 US$1,357,808
2024-06-26 2024-06-25
PlS Planned sale
2,781 -2.5%
83.08
US$231,040 		2,781 -2.5% 83.08 US$231,040
2024-06-26 2024-06-25
PlS Planned sale
6,675 -2.9%
83.08
US$554,547 		6,675 -2.9% 83.08 US$554,547
2024-06-26 2024-06-24
PlS Planned sale
2,199 -1.9%
83.65
US$183,949 		2,199 -1.9% 83.65 US$183,949
2024-06-26 2024-06-24
PlS Planned sale
11,270 -8.9%
82.66
US$931,627 		11,270 -8.9% 82.66 US$931,627
2024-06-26 2024-06-24
PlS Planned sale
5,202 -2.2%
83.65
US$435,154 		5,202 -2.2% 83.65 US$435,154
2024-06-26 2024-06-24
PlS Planned sale
27,124 -10.3%
82.67
US$2,242,262 		27,124 -10.3% 82.67 US$2,242,262
2024-06-24 2024-06-24
PrS Proposed sale
85,000
82.72
US$7,031,200 		85,000 82.72 US$7,031,200
2024-03-26 2024-03-22
S Sale
33,765 -21.1%
79.81
US$2,694,731 		33,765 -21.1% 79.81 US$2,694,731
2024-03-22 2024-03-22
PrS Proposed sale
33,765
79.81
US$2,694,730 		33,765 79.81 US$2,694,730
2023-09-29 2023-09-27
PlS Planned sale
9,035 -100.0%
75.72
US$684,111 		9,035 -100.0% 75.72 US$684,111
2023-09-29 2023-09-27
PlS Planned sale
9,199 -50.4%
74.87
US$688,741 		9,199 -50.4% 74.87 US$688,741
2023-09-29 2023-09-27
PlS Planned sale
6,279 -25.6%
74.26
US$466,248 		6,279 -25.6% 74.26 US$466,248
2023-09-29 2023-09-27
PlS Planned sale
6,771 -100.0%
75.72
US$512,678 		6,771 -100.0% 75.72 US$512,678
2023-09-29 2023-09-27
PlS Planned sale
6,960 -50.7%
74.87
US$521,116 		6,960 -50.7% 74.87 US$521,116
2023-09-29 2023-09-27
PlS Planned sale
4,699 -25.5%
74.26
US$348,924 		4,699 -25.5% 74.26 US$348,924
2023-09-29 2023-09-27
PlS Planned sale
1,471 -100.0%
75.72
US$111,387 		1,471 -100.0% 75.72 US$111,387
2023-09-29 2023-09-27
PlS Planned sale
1,377 -48.3%
74.86
US$103,079 		1,377 -48.3% 74.86 US$103,079
2023-09-29 2023-09-27
PlS Planned sale
1,027 -26.5%
74.25
US$76,258 		1,027 -26.5% 74.25 US$76,258
2023-09-27 2023-09-27
PrS Proposed sale
46,818
75.59
US$3,538,973 		46,818 75.59 US$3,538,973
2023-06-28 2023-06-27
PlS Planned sale
4,809 -20.7%
61.09
US$293,787 		4,809 -20.7% 61.09 US$293,787
2023-06-28 2023-06-27
PlS Planned sale
5,910 -20.3%
60.86
US$359,665 		5,910 -20.3% 60.86 US$359,665
2023-06-28 2023-06-27
PlS Planned sale
6,276 -20.4%
61.09
US$383,415 		6,276 -20.4% 61.09 US$383,415
2023-06-28 2023-06-27
PlS Planned sale
7,981 -20.6%
60.86
US$485,720 		7,981 -20.6% 60.86 US$485,720
2023-06-28 2023-06-27
PlS Planned sale
938 -19.5%
61.10
US$57,308 		938 -19.5% 61.10 US$57,308
2023-06-28 2023-06-27
PlS Planned sale
1,316 -21.5%
60.87
US$80,100 		1,316 -21.5% 60.87 US$80,100
2023-06-28 2023-06-26
PlS Planned sale
7,711 -20.9%
60.12
US$463,597 		7,711 -20.9% 60.12 US$463,597
2023-06-28 2023-06-26
PlS Planned sale
10,256 -20.9%
60.12
US$616,606 		10,256 -20.9% 60.12 US$616,606
2023-06-28 2023-06-26
PlS Planned sale
1,621 -20.9%
60.12
US$97,457 		1,621 -20.9% 60.12 US$97,457