Stephen Neeleman - Net Worth and Insider Trading
Stephen Neeleman Net Worth
The estimated net worth of Stephen Neeleman is at least $67 Million dollars as of 2024-05-20. Stephen Neeleman is the FOUNDER AND VICE CHAIRMAN of HealthEquity Inc and owns about 840,122 shares of HealthEquity Inc (HQY) stock worth over $67 Million. Details can be seen in Stephen Neeleman's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Stephen Neeleman has not made any transactions after 2023-12-08 and currently still holds the listed stock(s).
Transaction Summary of Stephen Neeleman
Stephen Neeleman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen Neeleman owns 1 companies in total, including HealthEquity Inc (HQY) .
Click here to see the complete history of Stephen Neeleman’s form 4 insider trades.
Insider Ownership Summary of Stephen Neeleman
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HQY | HealthEquity Inc | 2023-12-08 | director & Founder and Vice Chairman |
Stephen Neeleman Latest Holdings Summary
Stephen Neeleman currently owns a total of 1 stock. Stephen Neeleman owns 840,122 shares of HealthEquity Inc (HQY) as of December 8, 2023, with a value of $67 Million.
Latest Holdings of Stephen Neeleman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HQY | HealthEquity Inc | 2023-12-08 | 840,122 | 79.21 | 66,546,064 |
Holding Weightings of Stephen Neeleman
Stephen Neeleman Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen Neeleman has made a total of 2 transactions in HealthEquity Inc (HQY) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in HealthEquity Inc is the sale of 70,000 shares on December 8, 2023, which brought Stephen Neeleman around $5 Million.
Insider Trading History of Stephen Neeleman
- 1
Stephen Neeleman Trading Performance
GuruFocus tracks the stock performance after each of Stephen Neeleman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen Neeleman is -24.32%. GuruFocus also compares Stephen Neeleman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen Neeleman within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Stephen Neeleman's insider trading performs compared to the benchmark.
Performance of Stephen Neeleman
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -5.75 | | | | | |
| Relative Return to S&P 500(%) | -1.4 | | | | | |
Stephen Neeleman Ownership Network
Stephen Neeleman Owned Company Details
What does HealthEquity Inc do?
Who are the key executives at HealthEquity Inc?
Stephen Neeleman is the director & Founder and Vice Chairman of HealthEquity Inc. Other key executives at HealthEquity Inc include director & President and CEO Jon Kessler , Executive VP & GC & Corp. Secy. Delano Ladd , and EVP & Chief Technology Officer Elimelech Rosner .
HealthEquity Inc (HQY) Insider Trades Summary
Over the past 18 months, Stephen Neeleman made 1 insider transaction in HealthEquity Inc (HQY) with a net sale of 70,000. Other recent insider transactions involving HealthEquity Inc (HQY) include a net sale of 127,401 shares made by Jon Kessler , a net sale of 14,171 shares made by Elimelech Rosner , and a net sale of 7,643 shares made by Delano Ladd .
In summary, during the past 3 months, insiders sold 68,823 shares of HealthEquity Inc (HQY) in total and bought 0 shares, with a net sale of 68,823 shares. During the past 18 months, 317,278 shares of HealthEquity Inc (HQY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 317,278 shares.
HealthEquity Inc (HQY)'s detailed insider trading history can be found in Insider Trading Tracker table.
HealthEquity Inc Insider Transactions
Stephen Neeleman Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen Neeleman. You might contact Stephen Neeleman via mailing address: 15 W. Scenic Pointe Dr., Ste. 100, Draper Ut 84020.
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