Jon Kessler - Net Worth and Insider Trading
Jon Kessler Net Worth
The estimated net worth of Jon Kessler is at least $30 Million dollars as of 2025-01-06. Jon Kessler is the PRESIDENT AND CEO of HealthEquity Inc and owns about 305,737 shares of HealthEquity Inc (HQY) stock worth over $30 Million. Details can be seen in Jon Kessler's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jon Kessler has not made any transactions after 2024-09-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jon Kessler
Jon Kessler Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jon Kessler owns 1 companies in total, including HealthEquity Inc (HQY) .
Click here to see the complete history of Jon Kessler’s form 4 insider trades.
Insider Ownership Summary of Jon Kessler
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HQY | HealthEquity Inc | 2024-09-16 | director & President and CEO |
Jon Kessler Latest Holdings Summary
Jon Kessler currently owns a total of 1 stock. Jon Kessler owns 305,737 shares of HealthEquity Inc (HQY) as of September 16, 2024, with a value of $30 Million.
Latest Holdings of Jon Kessler
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HQY | HealthEquity Inc | 2024-09-16 | 305,737 | 97.47 | 29,800,185 |
Holding Weightings of Jon Kessler
Jon Kessler Form 4 Trading Tracker
According to the SEC Form 4 filings, Jon Kessler has made a total of 7 transactions in HealthEquity Inc (HQY) over the past 5 years, including 0 buys and 7 sells. The most-recent trade in HealthEquity Inc is the sale of 29,749 shares on September 16, 2024, which brought Jon Kessler around $2 Million.
Insider Trading History of Jon Kessler
- 1
Jon Kessler Trading Performance
GuruFocus tracks the stock performance after each of Jon Kessler's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jon Kessler is -24.32%. GuruFocus also compares Jon Kessler's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jon Kessler 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 Jon Kessler's insider trading performs compared to the benchmark.
Performance of Jon Kessler
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 | | | | | |
Jon Kessler Ownership Network
Jon Kessler Owned Company Details
What does HealthEquity Inc do?
Who are the key executives at HealthEquity Inc?
Jon Kessler is the director & President and CEO of HealthEquity Inc. Other key executives at HealthEquity Inc include EVP & Chief Technology Officer Elimelech Rosner , director & Founder and Vice Chairman Stephen Neeleman , and Executive VP & GC & Corp. Secy. Delano Ladd .
HealthEquity Inc (HQY) Insider Trades Summary
Over the past 18 months, Jon Kessler made 4 insider transaction in HealthEquity Inc (HQY) with a net sale of 165,583. Other recent insider transactions involving HealthEquity Inc (HQY) include a net sale of 140,000 shares made by Stephen Neeleman , a net sale of 19,180 shares made by Elimelech Rosner , and a net sale of 15,054 shares made by Frank Corvino .
In summary, during the past 3 months, insiders sold 50,408 shares of HealthEquity Inc (HQY) in total and bought 0 shares, with a net sale of 50,408 shares. During the past 18 months, 487,020 shares of HealthEquity Inc (HQY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 487,020 shares.
HealthEquity Inc (HQY)'s detailed insider trading history can be found in Insider Trading Tracker table.
HealthEquity Inc Insider Transactions
Jon Kessler Mailing Address
Above is the net worth, insider trading, and ownership report for Jon Kessler. You might contact Jon Kessler via mailing address: 15 W. Scenic Pointe Dr., Ste. 100, Draper Ut 84020.
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