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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 09-Jul-24 1:26 PM View:  | Healthequity, Inc. (HQY) | 05-Jul-24 | Grant | 2,543 | -- | -- | 37% 6.85K to 9.39K | |
| 26-Jun-23 6:10 PM View: | Healthequity, Inc. (HQY) | 22-Jun-23 | Grant | 3,164 | -- | -- | 86% 3.69K to 6.85K | |
| 03-Feb-23 11:33 AM View: | Healthequity, Inc. (HQY) | 01-Feb-23 | Grant | 1,229 | -- | -- | 50% 2.46K to 3.69K | |
| 13-Jun-22 4:30 PM View: | Allscripts Healthcare Solut... (MDRX) | 10-Jun-22 | Private Sale (Planned) | 60,000 | $16.58 | $994,896.00 | (5%) 1.31M to 1.25M | |
| 07-Jun-22 5:45 PM View: | Allscripts Healthcare Solut... (MDRX) | 07-Jun-22 | Sale | 75,000 | $17.35 | $1,301,260.00 | (5%) 1.39M to 1.31M | |
| 07-Jun-22 5:45 PM View: | Allscripts Healthcare Solut... (MDRX) | 06-Jun-22 | Private Sale | 65,450 | $17.31 | $1,132,610.00 | (4%) 1.46M to 1.39M | |
| 06-Jun-22 4:32 PM View: | Allscripts Healthcare Solut... (MDRX) | 03-Jun-22 | Private Sale | 75,000 | $17.33 | $1,300,000.00 | (5%) 1.53M to 1.46M | |
| 19-May-22 5:52 PM View: | Allscripts Healthcare Solut... (MDRX) | 17-May-22 | Private Sale | 50,000 | $18.18 | $908,960.00 | (3%) 1.58M to 1.53M | |
| 16-May-22 4:34 PM View: | Allscripts Healthcare Solut... (MDRX) | 13-May-22 | Private Sale | 50,000 | $18.01 | $900,690.00 | (3%) 1.63M to 1.58M | |
| 17-Mar-22 4:32 PM View: | Allscripts Healthcare Solut... (MDRX) | 15-Mar-22 | Grant | 396,455 | -- | -- | 29% 1.39M to 1.79M | |
| 17-Mar-22 4:32 PM View: | Allscripts Healthcare Solut... (MDRX) | 15-Mar-22 | Payment of Exercise | 156,005 | $21.73 | $3,389,990.00 | (9%) 1.79M to 1.63M | |
| 10-Mar-22 5:46 PM View: | Allscripts Healthcare Solut... (MDRX) | 10-Mar-22 | Private Sale (Planned) | 60,000 | $21.87 | $1,312,060.00 | (4%) 1.45M to 1.39M | |
| 04-Mar-22 4:31 PM View: | Allscripts Healthcare Solut... (MDRX) | 02-Mar-22 | Payment of Exercise | 27,038 | $20.12 | $544,005.00 | (2%) 1.48M to 1.45M | |
| 01-Mar-22 4:31 PM View: | Allscripts Healthcare Solut... (MDRX) | 28-Feb-22 | Payment of Exercise | 30,522 | $19.46 | $593,958.00 | (2%) 1.51M to 1.48M | |
| 01-Mar-22 4:31 PM View: | Allscripts Healthcare Solut... (MDRX) | 26-Feb-22 | Payment of Exercise | 12,363 | $19.48 | $240,831.00 | (< 1%) 1.44M to 1.43M | |
| 10-Dec-21 5:06 PM View: | Allscripts Healthcare Solut... (MDRX) | 10-Dec-21 | Private Sale (Planned) | 60,000 | $17.68 | $1,060,780.00 | (4%) 1.5M to 1.44M | |
| 10-Sep-21 4:34 PM View: | Allscripts Healthcare Solut... (MDRX) | 09-Sep-21 | Private Sale (Planned) | 60,000 | $14.52 | $871,236.00 | (4%) 1.56M to 1.5M | |
| 14-Jun-21 4:54 PM View: | Allscripts Healthcare Solut... (MDRX) | 14-Jun-21 | Private Sale (Planned) | 120,000 | $17.66 | $2,118,890.00 | (7%) 1.68M to 1.56M | |
| 15-Mar-21 5:08 PM View: | Allscripts Healthcare Solut... (MDRX) | 15-Mar-21 | Private Sale (Planned) | 60,000 | $15.72 | $943,386.00 | (3%) 1.74M to 1.68M | |
| 01-Mar-21 5:22 PM View: | Allscripts Healthcare Solut... (MDRX) | 28-Feb-21 | Payment of Exercise | 66,554 | $15.43 | $1,026,930.00 | (4%) 1.78M to 1.71M | |
| 01-Mar-21 5:22 PM View: | Allscripts Healthcare Solut... (MDRX) | 27-Feb-21 | Payment of Exercise | 14,560 | $15.43 | $224,661.00 | (< 1%) 1.79M to 1.78M | |
| 01-Mar-21 5:22 PM View: | Allscripts Healthcare Solut... (MDRX) | 26-Feb-21 | Grant | 178,572 | -- | -- | 11% 1.63M to 1.81M | |
| 01-Mar-21 5:22 PM View: | Allscripts Healthcare Solut... (MDRX) | 26-Feb-21 | Payment of Exercise | 20,019 | $15.43 | $308,893.00 | (1%) 1.81M to 1.79M | |
| 10-Feb-21 10:00 PM View: | Allscripts Healthcare Solut... (MDRX) | 24-Dec-20 | Gift | 7,486 | -- | -- | (< 1%) 1.64M to 1.63M | |
| 16-Dec-20 4:31 PM View: | Allscripts Healthcare Solut... (MDRX) | 14-Dec-20 | Private Sale (Planned) | 60,000 | $14.03 | $841,878.00 | (4%) 1.7M to 1.64M | |
| 16-Oct-20 4:32 PM View: | Allscripts Healthcare Solut... (MDRX) | 14-Oct-20 | Private Sale (Planned) | 30,000 | $11.04 | $331,200.00 | (2%) 1.73M to 1.7M | |
| 09-Mar-20 4:41 PM View: | Allscripts Healthcare Solut... (MDRX) | 06-Mar-20 | Payment of Exercise | 27,486 | $7.64 | $209,993.00 | (2%) 1.76M to 1.73M | |
| 05-Mar-20 4:32 PM View: | Allscripts Healthcare Solut... (MDRX) | 05-Mar-20 | Private Purchase | 33,783 | $7.47 | $252,190.00 | 2% 1.72M to 1.76M | |
| 28-Feb-20 5:15 PM View: | Allscripts Healthcare Solut... (MDRX) | 28-Feb-20 | Payment of Exercise | 20,116 | $7.54 | $151,675.00 | (1%) 1.74M to 1.72M | |
| 28-Feb-20 5:15 PM View: | Allscripts Healthcare Solut... (MDRX) | 27-Feb-20 | Payment of Exercise | 14,545 | $7.91 | $115,051.00 | (< 1%) 1.76M to 1.74M | |
| 28-Feb-20 5:15 PM View: | Allscripts Healthcare Solut... (MDRX) | 26-Feb-20 | Grant | 152,626 | -- | -- | 10% 1.6M to 1.76M | |
| 07-Mar-19 4:45 PM View: | Allscripts Healthcare Solut... (MDRX) | 06-Mar-19 | Payment of Exercise | 27,486 | $10.28 | $282,556.00 | (2%) 1.63M to 1.6M | (< 1%) |
| 04-Mar-19 4:42 PM View: | Allscripts Healthcare Solut... (MDRX) | 28-Feb-19 | Grant | 233,209 | -- | -- | 18% 1.3M to 1.54M | |
| 04-Mar-19 8:04 PM View: | Allscripts Healthcare Solut... (MDRX) | 28-Feb-19 | Grant | 93,284 | -- | -- | 6% 1.54M to 1.63M | |
| 28-Feb-19 4:49 PM View: | Allscripts Healthcare Solut... (MDRX) | 27-Feb-19 | Payment of Exercise | 19,577 | $10.82 | $211,823.00 | (1%) 1.32M to 1.3M | 0% |
| 26-Feb-19 10:00 PM View: | Allscripts Healthcare Solut... (MDRX) | 24-Feb-19 | Payment of Exercise | 16,402 | $10.60 | $173,861.00 | (1%) 1.34M to 1.32M | (< 1%) |
| 13-Dec-18 4:49 PM View: | Allscripts Healthcare Solut... (MDRX) | 12-Dec-18 | Market Purchase | 24,765 | $10.10 | $250,027.00 | 2% 1.53M to 1.55M | 21% |
| 20-Mar-18 4:39 PM View: | Allscripts Healthcare Solut... (MDRX) | 16-Mar-18 | Grant | 93,693 | -- | -- | 6% 1.47M to 1.56M | |
| 20-Mar-18 4:39 PM View: | Allscripts Healthcare Solut... (MDRX) | 16-Mar-18 | Payment of Exercise | 36,868 | $13.17 | $485,552.00 | (2%) 1.56M to 1.53M | 7% |
| 08-Mar-18 4:39 PM View: | Allscripts Healthcare Solut... (MDRX) | 06-Mar-18 | Payment of Exercise | 63,459 | $14.31 | $908,098.00 | (4%) 1.53M to 1.47M | 15% |
| 01-Mar-18 5:23 PM View: | Allscripts Healthcare Solut... (MDRX) | 27-Feb-18 | Grant | 179,598 | -- | -- | 13% 1.35M to 1.53M | |
| 18-Dec-17 4:36 PM View: | Allscripts Healthcare Solut... (MDRX) | 14-Dec-17 | Market Sale (Planned) | 15,000 | $14.35 | $215,292.00 | (1%) 1.37M to 1.35M | 15% |
| 18-Sep-17 4:39 PM View: | Allscripts Healthcare Solut... (MDRX) | 14-Sep-17 | Market Sale (Planned) | 15,000 | $13.52 | $202,800.00 | (1%) 1.38M to 1.37M | 10% |
| 08-Mar-17 6:00 PM View: | Allscripts Healthcare Solut... (MDRX) | 06-Mar-17 | Grant | 268,087 | -- | -- | 22% 1.2M to 1.46M | |
| 08-Mar-17 6:00 PM View: | Allscripts Healthcare Solut... (MDRX) | 06-Mar-17 | Payment of Exercise | 82,435 | $11.93 | $983,450.00 | (6%) 1.46M to 1.38M | (2%) |
| 04-Jan-17 5:15 PM View: | Allscripts Healthcare Solut... (MDRX) | 02-Jan-17 | Payment of Exercise | 456 | $10.21 | $4,655.76 | (< 1%) 1.19M to 1.19M | (20%) |
| 27-Dec-16 5:19 PM View: | Allscripts Healthcare Solut... (MDRX) | 24-Dec-16 | Payment of Exercise | 29,213 | $10.54 | $307,905.00 | (2%) 1.22M to 1.19M | (16%) |
| 05-Oct-16 5:02 PM View: | Allscripts Healthcare Solut... (MDRX) | 01-Oct-16 | Payment of Exercise | 616 | $13.17 | $8,112.72 | (< 1%) 1.18M to 1.18M | 7% |
| 16-Sep-16 4:51 PM View: | Allscripts Healthcare Solut... (MDRX) | 15-Sep-16 | Market Sale (Planned) | 15,000 | $13.00 | $195,000.00 | (1%) 1.19M to 1.18M | 6% |
| 06-Jul-16 4:57 PM View: | Allscripts Healthcare Solut... (MDRX) | 02-Jul-16 | Payment of Exercise | 314 | $13.03 | $4,091.42 | (< 1%) 1.19M to 1.19M | 6% |