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William Robert Otten

HQY
EXECUTIVE VP OF SALES · HEALTHEQUITY, INC. · CIK 0001704840
FILING MIX · LIFETIME23%/77%
BUYS
6
SELLS
20
TOTAL VALUE
$1.19M
COMPANIES
1
ACTIVE SINCE
Jul 2019
HOLDINGS NOW
30,566
AVG SELL PX
$64.61
TRADE KIND
SHOWING 26 / 26
Trades · vs SPY
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Performance · forward returns vs SPY
5 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by William Robert Otten, 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
7d5+60.00%-1.25%+1.02%-2.27%-2.17%
14d5+80.00%-3.93%+1.32%-5.25%-4.29%
30d5+40.00%-2.48%+1.59%-4.07%-3.83%
60d5+60.00%-5.19%+3.43%-8.62%-9.53%
90d5+80.00%-12.50%+4.30%-16.80%-16.65%
180d5+60.00%-6.22%+2.29%-8.52%-5.62%
1y5+40.00%-8.49%-3.58%-4.91%+12.55%
2y5+60.00%-0.02%+3.12%-3.13%-0.30%
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 · 30,566 shares · as of Nov 1, 2021
010,64021,28031,91942,55920202021SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2019
2019
2020
2020
2020
2020
2021
2021
2021
2021
FLOW · 6 buys / 20 sellsCOVERAGE · 10 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
HQY
HEALTHEQUITY, INC.
SALE
1,850$66.42$122.9K30,566Nov 1, 2021Nov 2, 2021
HQY
HEALTHEQUITY, INC.
SALE
1,850$65.19$120.6K32,416Oct 1, 2021Oct 1, 2021
HQY
HEALTHEQUITY, INC.
SALE
1,850$65.00$120.3K34,266Sep 1, 2021Sep 2, 2021
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
1,850$74.47$137.8K36,116Aug 2, 2021Aug 3, 2021
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
1,134$77.78$88.2K37,966Jun 21, 2021Jun 22, 2021
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
1,238$67.29$83.3K40,617Apr 5, 2021Apr 6, 2021
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
1,517$67.29$102.1K39,100Apr 5, 2021Apr 6, 2021
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
704$67.50$47.5K41,855Mar 31, 2021Apr 1, 2021
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
4,11342,559Mar 30, 2021Apr 1, 2021
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
4,97538,446Mar 30, 2021Apr 1, 2021
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
292$68.31$19.9K33,866Mar 29, 2021Mar 30, 2021
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
395$68.31$27.0K33,471Mar 29, 2021Mar 30, 2021
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
151$68.31$10.3K34,158Mar 29, 2021Mar 30, 2021
HQY
HEALTHEQUITY, INC.
SALEGRANT
Gift
5536,234Dec 10, 2020Dec 11, 2020
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
1,925$65.00$125.1K34,309Dec 10, 2020Dec 11, 2020
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
928$61.12$56.7K36,289Jun 23, 2020Jun 24, 2020
HQY
HEALTHEQUITY, INC.
SALEGRANT
Gift
9037,217Jun 10, 2020Jun 24, 2020
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
1,869$43.97$82.2K37,307Apr 6, 2020Apr 7, 2020
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
4,76729,952Mar 31, 2020Apr 2, 2020
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
9,22439,176Mar 31, 2020Apr 2, 2020
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
3,01925,185Mar 31, 2020Apr 2, 2020
HQY
HEALTHEQUITY, INC.
PURCHASEGRANT
Stock grant
5,04122,166Mar 31, 2020Apr 2, 2020
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
181$52.22$9.5K17,424Mar 27, 2020Mar 30, 2020
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
299$52.22$15.6K17,125Mar 27, 2020Mar 30, 2020
HQY
HEALTHEQUITY, INC.
SALE
Executive VP of Sales
407$55.33$22.5K17,605Mar 26, 2020Mar 30, 2020
HQY
HEALTHEQUITY, INC.
SALEGRANT
Gift
11018,012Jul 11, 2019Mar 30, 2020
Other insiders · HQY
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About this filer
CIK 0001704840
ROLE
Executive VP of Sales
PRIMARY
HQY
COMPANIES
1
ACTIVE SINCE
Jul 2019
MARKETPEEL · /INSIDER/0001704840DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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