William Robert Otten
Insider
First SEC filing: May 11, 2017 · Latest: May 11, 2017
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Nov. 1, 2021 | HQY | S 10b5-1 | 1,850 | $66.42 | $122,877 | 30,566 Direct | -5.71% | Disposed | 35.6% (price as of 2026-10-02) |
| Oct. 1, 2021 | HQY | S 10b5-1 | 1,850 | $65.19 | $120,602 | 32,416 Direct | -5.40% | Disposed | 38.1% (price as of 2026-10-02) |
| Sept. 1, 2021 | HQY | S 10b5-1 | 1,850 | $65.00 | $120,250 | 34,266 Direct | -5.12% | Disposed | 38.5% (price as of 2026-10-02) |
| Aug. 2, 2021 | HQY | S 10b5-1 | 1,850 | $74.47 | $137,770 | 36,116 Direct | -4.87% | Disposed | 20.9% (price as of 2026-10-02) |
| June 21, 2021 | HQY | F | 1,134 | $77.78 | $88,203 | 37,966 Direct | -2.90% | Disposed | 15.8% (price as of 2026-10-02) |
| April 5, 2021 | HQY | F | 1,517 | $67.29 | $102,079 | 39,100 Direct | -3.73% | Disposed | 33.8% (price as of 2026-10-02) |
| April 5, 2021 | HQY | F | 1,238 | $67.29 | $83,305 | 40,617 Direct | -2.96% | Disposed | 33.8% (price as of 2026-10-02) |
| March 31, 2021 | HQY | F | 704 | $67.50 | $47,520 | 41,855 Direct | -1.65% | Disposed | 33.4% (price as of 2026-10-02) |
| March 30, 2021 | HQY | A | 4,113 | · | · | 42,559 Direct | +10.70% | Acquired | (price as of 2026-10-02) |
| March 30, 2021 | HQY | A | 4,975 | · | · | 38,446 Direct | +14.86% | Acquired | (price as of 2026-10-02) |
| March 29, 2021 | HQY | F | 395 | $68.31 | $26,982 | 33,471 Direct | -1.17% | Disposed | 31.8% (price as of 2026-10-02) |
| March 29, 2021 | HQY | F | 292 | $68.31 | $19,947 | 33,866 Direct | -0.85% | Disposed | 31.8% (price as of 2026-10-02) |
| March 29, 2021 | HQY | F | 151 | $68.31 | $10,315 | 34,158 Direct | -0.44% | Disposed | 31.8% (price as of 2026-10-02) |
| Dec. 10, 2020 | HQY | S | 1,925 | $65.00 | $125,125 | 34,309 Direct | -5.31% | Disposed | 38.5% (price as of 2026-10-02) |
| Dec. 10, 2020 | HQY | G | 55 | · | · | 36,234 Direct | -0.15% | Disposed | (price as of 2026-10-02) |
| June 23, 2020 | HQY | F | 928 | $61.12 | $56,719 | 36,289 Direct | -2.49% | Disposed | 47.3% (price as of 2026-10-02) |
| June 10, 2020 | HQY | G | 90 | · | · | 37,217 Direct | -0.24% | Disposed | (price as of 2026-10-02) |
| April 6, 2020 | HQY | F | 1,869 | $43.97 | $82,180 | 37,307 Direct | -4.77% | Disposed | 104.8% (price as of 2026-10-02) |
| March 31, 2020 | HQY | A | 9,224 | · | · | 39,176 Direct | +30.80% | Acquired | (price as of 2026-10-02) |
| March 31, 2020 | HQY | A | 4,767 | · | · | 29,952 Direct | +18.93% | Acquired | (price as of 2026-10-02) |
| March 31, 2020 | HQY | A | 3,019 | · | · | 25,185 Direct | +13.62% | Acquired | (price as of 2026-10-02) |
| March 31, 2020 | HQY | A | 5,041 | · | · | 22,166 Direct | +29.44% | Acquired | (price as of 2026-10-02) |
| March 27, 2020 | HQY | F | 299 | $52.22 | $15,614 | 17,125 Direct | -1.72% | Disposed | 72.4% (price as of 2026-10-02) |
| March 27, 2020 | HQY | F | 181 | $52.22 | $9,452 | 17,424 Direct | -1.03% | Disposed | 72.4% (price as of 2026-10-02) |
| March 26, 2020 | HQY | F | 407 | $55.33 | $22,519 | 17,605 Direct | -2.26% | Disposed | 62.7% (price as of 2026-10-02) |
| July 11, 2019 | HQY | G | 110 | · | · | 18,012 Direct | -0.61% | Disposed | (price as of 2026-10-02) |
| June 21, 2019 | HQY | F | 758 | $67.65 | $51,279 | 18,122 Direct | -4.01% | Disposed | 33.1% (price as of 2026-10-02) |
| March 27, 2019 | HQY | F | 161 | $73.61 | $11,851 | 18,880 Direct | -0.85% | Disposed | 22.3% (price as of 2026-10-02) |
| March 27, 2019 | HQY | F | 341 | $73.61 | $25,101 | 19,041 Direct | -1.76% | Disposed | 22.3% (price as of 2026-10-02) |
| March 26, 2019 | HQY | A | 4,528 | · | · | 19,382 Direct | +30.48% | Acquired | (price as of 2026-10-02) |
| June 21, 2018 | HQY | F | 764 | $81.36 | $62,159 | 12,835 Direct | -5.62% | Disposed | 10.7% (price as of 2026-10-02) |
| March 27, 2018 | HQY | F | 182 | $63.50 | $11,557 | 13,599 Direct | -1.32% | Disposed | 41.8% (price as of 2026-10-02) |
| March 27, 2018 | HQY | A | 3,781 | · | · | 13,781 Direct | +37.81% | Acquired | (price as of 2026-10-02) |
| June 21, 2017 | HQY | A | 43,000 | · | · | 43,000 Direct | · | Acquired | (price as of 2026-10-02) |
| June 21, 2017 | HQY | A | 10,000 | · | · | 10,000 Direct | · | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 21, 2017 | HQY | Stock Option (right to buy) | Common Stock | $51.44 | June 21, 2027 | 43,000 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| May 11, 2017 | HQY | Common Stock | 2,019 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2018 | $168,750 | $60,750 | $764,400 | $887,619 | $151,200 | · | $5,250 | $2,037,969 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.