MarketPeel
Insider Trading Intelligence
FM

Frank Medici

HQY
DIRECTOR · HEALTHEQUITY, INC. · CIK 0001614857
FILING MIX · LIFETIME50%/50%
BUYS
4
SELLS
4
TOTAL VALUE
$1.41M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
36,138
AVG SELL PX
$69.98
TRADE KIND
SHOWING 8 / 8
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Frank Medici, 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
7d3+0.00%+5.75%+1.79%+3.96%+3.96%
14d3+0.00%+5.49%+2.96%+2.53%+2.53%
30d3+100.00%-3.52%+4.07%-7.58%-7.58%
60d3+0.00%+13.26%+5.91%+7.36%+7.36%
90d3+0.00%+26.26%+10.58%+15.68%+15.68%
180d3+0.00%+13.14%+17.51%-4.37%-4.37%
1y3+100.00%-7.05%+33.71%-40.76%-40.76%
2y3+100.00%-8.88%+14.44%-23.32%-23.32%
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 · 36,138 shares · as of Nov 18, 2020
011,57223,14334,71546,286SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
FLOW · 4 buys / 4 sellsCOVERAGE · 4 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
HQY
HEALTHEQUITY, INC.
SALE
15,0000Nov 18, 2020Nov 20, 2020
HQY
HEALTHEQUITY, INC.
PURCHASE
15,000$21.27$319.1K46,286Nov 18, 2020Nov 20, 2020
HQY
HEALTHEQUITY, INC.
PURCHASE
15,000$25.39$380.9K31,286Nov 18, 2020Nov 20, 2020
HQY
HEALTHEQUITY, INC.
SALE
7,246$70.13$508.2K38,740Nov 18, 2020Nov 20, 2020
HQY
HEALTHEQUITY, INC.
SALE
300$70.54$21.2K45,986Nov 18, 2020Nov 20, 2020
HQY
HEALTHEQUITY, INC.
SALE
2,602$69.50$180.8K36,138Nov 18, 2020Nov 20, 2020
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
1,13518,292Feb 1, 2020Feb 4, 2020
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
2,87617,157Feb 1, 2020Feb 4, 2020
Other insiders · HQY
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About this filer
CIK 0001614857
ROLE
Director
PRIMARY
HQY
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001614857DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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