| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Operating Officer | Chief Operating Officer
1 company
Bloomberg Edward serves as a Chief Operating Officer at HQY. Across recent SEC filings that breaks down to 0 buys and 3 sells. Those positions are worth an estimated $3.4M at current prices.
Historically, Bloomberg Edward's trades have earned a below-average insider score of 40/100 across 3 rated trades. Over a 12-month horizon, 33.3% of those trades were profitable, with an average 12-month return of -0.2%.
The biggest single holding is HQY (~$3.4M) as Chief Operating Officer. The recent filings there lean toward selling, a net 3,500 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 1, 2022 | HQY Healthequity, Inc. | Chief Operating Officer | Sell | 1,000 | $57.63 | $57,630.00 | -1.6% | +36.6% | +18.5% | |
| Jun 9, 2022 | HQY Healthequity, Inc. | Chief Operating Officer | Sell | 1,500 | $63.31 | $94,959.00 | -2.4% | +1.6% | +2.7% | |
| Jul 26, 2021 | HQY Healthequity, Inc. | Chief Operating Officer | Sell | 1,000 | $75.00 | $75,000.00 | -2.5% | -9.0% | -20.7% |