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Darcy G. Mott

HQY
EXECUTIVE VP AND CFO · HEALTHEQUITY, INC. · CIK 0001179972
FILING MIX · LIFETIME32%/68%
BUYS
13
SELLS
28
TOTAL VALUE
$5.74M
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
91,387
AVG SELL PX
$67.63
TRADE KIND
SHOWING 41 / 41
Trades · vs SPY
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Performance · forward returns vs SPY
16 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Darcy G. Mott, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d16+25.00%+2.73%+1.03%+1.70%+2.13%—
14d16+50.00%+0.05%+1.06%-1.01%-1.01%—
30d16+56.25%-0.37%+2.05%-2.42%-3.36%—
60d16+68.75%-8.35%+0.39%-8.73%-9.00%—
90d16+81.25%-12.93%+3.19%-16.11%-18.73%—
180d16+100.00%-20.31%+7.74%-28.05%-22.82%—
1y16+68.75%-9.12%+2.30%-11.42%-5.78%—
2y16+75.00%-12.96%+9.08%-22.04%-23.46%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
HQY · 91,387 shares · as of Sep 20, 2021
024,26348,52672,78997,0522021SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
FLOW · 13 buys / 28 sellsCOVERAGE · 7 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
HQY
HEALTHEQUITY, INC.
PURCHASE
10,000$14.00$140.0K97,052Sep 20, 2021Sep 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
335$62.97$21.1K91,052Sep 20, 2021Sep 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
10,000——20,000Sep 20, 2021Sep 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
5,665$62.00$351.2K91,387Sep 20, 2021Sep 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
PURCHASE
10,000$14.00$140.0K93,052Aug 20, 2021Aug 24, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
369$63.33$23.4K87,052Aug 20, 2021Aug 24, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
5,631$62.69$353.0K87,421Aug 20, 2021Aug 24, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
10,000——30,000Aug 20, 2021Aug 24, 2021 ↗
HQY
HEALTHEQUITY, INC.
PURCHASE
10,000$14.00$140.0K89,052Jul 20, 2021Jul 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
10,000——40,000Jul 20, 2021Jul 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
4,315$73.41$316.8K84,737Jul 20, 2021Jul 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
1,685$74.34$125.3K83,052Jul 20, 2021Jul 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
10,000——50,000Jun 21, 2021Jun 22, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
3,204$77.68$248.9K79,052Jun 21, 2021Jun 22, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
2,796$76.62$214.2K82,256Jun 21, 2021Jun 22, 2021 ↗
HQY
HEALTHEQUITY, INC.
PURCHASE
10,000$14.00$140.0K85,052Jun 21, 2021Jun 22, 2021 ↗
HQY
HEALTHEQUITY, INC.
PURCHASE
10,000$14.00$140.0K81,052May 20, 2021May 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
6,000$77.25$463.5K75,052May 20, 2021May 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
10,000——60,000May 20, 2021May 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
PURCHASE
10,000$14.00$140.0K77,052Apr 20, 2021Apr 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
6,000$70.31$421.8K71,052Apr 20, 2021Apr 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
10,000——70,000Apr 20, 2021Apr 21, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
3,508$67.29$236.1K67,052Apr 5, 2021Apr 6, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
2,864$67.29$192.7K70,560Apr 5, 2021Apr 6, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
925$67.50$62.4K73,424Mar 31, 2021Apr 1, 2021 ↗
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
6,465——74,349Mar 30, 2021Apr 1, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
10,000——80,000Mar 22, 2021Mar 23, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
2,320$71.94$166.9K67,884Mar 22, 2021Mar 23, 2021 ↗
HQY
HEALTHEQUITY, INC.
PURCHASE
Executive VP and CFO
10,000$14.00$140.0K73,884Mar 22, 2021Mar 23, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
3,680$71.42$262.8K70,204Mar 22, 2021Mar 23, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
10,000——90,000Feb 22, 2021Feb 23, 2021 ↗
HQY
HEALTHEQUITY, INC.
PURCHASE
Executive VP and CFO
10,000$14.00$140.0K69,884Feb 22, 2021Feb 23, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
3,400$78.00$265.2K66,484Feb 22, 2021Feb 23, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
2,600$78.88$205.1K63,884Feb 22, 2021Feb 23, 2021 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
8,969$43.97$394.3K59,884Apr 6, 2020Apr 7, 2020 ↗
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
19,073——60,617Mar 31, 2020Apr 2, 2020 ↗
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
8,236——68,853Mar 31, 2020Apr 2, 2020 ↗
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
7,921——37,921Mar 31, 2020Apr 2, 2020 ↗
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
3,623——41,544Mar 31, 2020Apr 2, 2020 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
2,199$72.54$159.5K31,801Jan 21, 2020Jan 22, 2020 ↗
HQY
HEALTHEQUITY, INC.
SALE
Executive VP and CFO
1,801$73.41$132.2K30,000Jan 21, 2020Jan 22, 2020 ↗
Other insiders · HQY
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About this filer
CIK 0001179972
ROLE
Executive VP and CFO
PRIMARY
HQY
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001179972DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

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