الإحصائيات الأساسية
| LEI | 529900LRJU1RAFQHM467 |
| CIK | 1428336 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to HealthEquity, Inc.
SEC Filings (Chronological Order)
توفر هذه الصفحة قائمة كاملة ومرتبة ترتيبًا زمنيًا لتصريحات هيئة الأوراق المالية والبورصات، باستثناء تصريحات الملكية التي نقدمها في مكان آخر.
| September 2, 2025 |
HealthEquity Reports Second Quarter Ended July 31, 2025 Financial Results HealthEquity Reports Second Quarter Ended July 31, 2025 Financial Results Highlights of the second quarter include: •Revenue of $325. |
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| September 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 2, 2025 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| September 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specifi |
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| June 27, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 26, 2025 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| June 3, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 3, 2025 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| June 3, 2025 |
HealthEquity Reports First Quarter Ended April 30, 2025 Financial Results HealthEquity Reports First Quarter Ended April 30, 2025 Financial Results Highlights of the first quarter include: •Revenue of $330. |
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| June 3, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specif |
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| May 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Defin |
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| May 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defini |
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| April 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 22, 2025 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| April 4, 2025 |
LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS Know all by these present that the undersigned hereby constitutes and appoints each of Delano W. |
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| April 4, 2025 |
LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS Know all by these present that the undersigned hereby constitutes and appoints each of Delano W. |
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| March 18, 2025 |
EXHIBIT 19 HEALTHEQUITY, INC. INSIDER TRADING POLICY 1INTRODUCTION Ownership by the members of the Board of Directors of HealthEquity, Inc. (the “Company”), its officers, and its employees (and the directors, officers and employees of any subsidiary of the Company; all of the foregoing being referred to herein from time to time as “team members”) of Company securities is encouraged, so long as suc |
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| March 18, 2025 |
Employment Agreement, dated December 21, 2023 between Selim Aissi and the Company EX-10.16 3 hqyaissi-executiveemployme.htm EX-10.16 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this “Agreement”) is made and entered into as of this 21st day of December 2023, by and between HealthEquity, Inc., a Delaware corporation (the “Company”), and Selim Aissi (“Executive”). W I T N E S S E T H : WHEREAS, the Company desires to employ Executive and to to enter into this Agreement to embo |
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| March 18, 2025 |
Employment Agreement dated February 3, 2016 between Delano W. Ladd and the Company EXECUTION VERSION EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this “Agreement”) is made and entered into as of this 3rd day of February, 2016, by and between HealthEquity, Inc. |
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| March 18, 2025 |
Employment Agreement, dated January, 17, 2024 between Michael Fiore and the Company Execution Version EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this “Agreement”) is made and entered into as of this 17th day of January 2024, by and between HealthEquity, Inc. |
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| March 18, 2025 |
HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2025 Financial Results HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2025 Financial Results Highlights of the fiscal year include: •Revenue of $1. |
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| March 18, 2025 |
Exhibit 21.1 LIST OF SUBSIDIARIES OF HEALTHEQUITY, INC. FORT EFFECT CORP., a Washington corporation FURTHER OPERATIONS, LLC, a Delaware limited liability company HEALTHEQUITY ADVISORS, LLC, a Utah limited liability company HEALTHEQUITY PAYMENTS, LLC, a Delaware limited liability company HEALTHEQUITY RETIREMENT SERVICES, LLC, a Delaware limited liability company HEALTHEQUITY TRUST COMPANY, a Wyomin |
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| March 18, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 18, 2025 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| March 18, 2025 |
Execution Version CONFIDENTIAL SETTLEMENT AGREEMENT AND RELEASE This Confidential Settlement Agreement and Release (“Agreement”) is made and entered into by and between, on the one hand, WageWorks, Inc. |
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| March 18, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36568 HEALTHEQUITY, INC. (Exact |
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| February 18, 2025 |
HealthEquity Reports Year-End Sales Metrics Affirms Business Outlook, Announces Upcoming Events and Presentations Draper, Utah – February 18, 2025 – HealthEquity, Inc. |
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| February 18, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 18, 2025 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| January 13, 2025 |
HealthEquity Announces Record Year-End HSA Sales Outlook Presentation at J.P. Morgan Healthcare Conference Draper, Utah – (GLOBE NEWSWIRE) – January 13, 2025 – HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the nation’s largest health savings account (“HSA") custodian, today announced estimates of HSAs, HSA Assets and Total Accounts for its fiscal year ending January 31, 2025, |
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| January 13, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 13, 2025 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| January 10, 2025 |
LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS Know all by these present that the undersigned hereby constitutes and appoints each of Delano W. |
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| January 10, 2025 |
LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS Know all by these present that the undersigned hereby constitutes and appoints each of Delano W. |
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| January 10, 2025 |
LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS LIMITED POWER OF ATTORNEY FOR RULE 144 REPORTING OBLIGATIONS Know all by these present that the undersigned hereby constitutes and appoints each of Delano W. |
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| December 9, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 9, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| December 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as spec |
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| December 9, 2024 |
HealthEquity Reports Third Quarter Ended October 31, 2024 Financial Results HealthEquity Reports Third Quarter Ended October 31, 2024 Financial Results Highlights of the third quarter include: •Revenue of $300. |
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| November 29, 2024 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 27, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| November 12, 2024 |
HealthEquity Announces Retirement of CEO Jon Kessler; Scott Cutler Appointed Successor HealthEquity Announces Retirement of CEO Jon Kessler; Scott Cutler Appointed Successor Draper, Utah – (GLOBE NEWSWIRE) November 12, 2024 – HealthEquity, Inc. |
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| November 12, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 11, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| November 12, 2024 |
Employment Agreement, dated November 11, 2024, between Scott R. Cutler and the Company Exhibit 10.1 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this “Agreement”) is made and entered into as of this 11th day of November 2024, by and between HealthEquity, Inc., a Delaware corporation (the “Company”), and Scott R. Cutler (“Executive”). W I T N E S S E T H : WHEREAS, the Company desires to employ Executive and to enter into this Agreement to embody the terms of such employment, and |
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| November 12, 2024 |
Indemnification Agreement, dated November 11, 2024, between Scott R. Cutler and the Company Exhibit 10.2 INDEMNIFICATION AGREEMENT This Indemnification Agreement (this “Agreement”) is dated as of November 11, 2024, and is between HealthEquity, Inc., a Delaware corporation (the “Company”), and Scott R. Cutler (“Indemnitee”). RECITALS A. Individuals are reluctant to serve as directors, officers or executives of corporations or in certain other capacities unless they are provided with adequ |
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| November 12, 2024 |
Letter Agreement, dated November 11, 2024, between Jon Kessler and the Company Exhibit 10.3 HealthEquity, Inc. 15 W. Scenic Pointe Drive Draper, Utah 84020 November 11, 2024 BY ELECTRONIC DELIVERY Mr. Jon Kessler Re: Transition and Separation Dear Jon, This letter agreement (this “Agreement”) sets forth our collective understanding with respect to your continued employment with HealthEquity, Inc. (the “Company”) from and after the date hereof and the transition of your dutie |
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| September 6, 2024 |
As filed with the Securities and Exchange Commission on September 6, 2024 TABLE OF CONTENTS As filed with the Securities and Exchange Commission on September 6, 2024 Registration No. |
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| September 6, 2024 |
Calculation of Filing Fee Tables S-3 HEALTHEQUITY, INC. Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date F |
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| September 6, 2024 |
Exhibit 4.2 HEALTHEQUITY, INC. Debt Securities Indenture Dated as of , COMPUTERSHARE TRUST COMPANY, N.A., as Trustee CROSS-REFERENCE TABLE This Cross-Reference Table is not a part of the Indenture TIA Section Indenture Section 310(a)(1) 7.10 (a)(2) 7.10 (a)(3) N.A. (a)(4) N.A. (a)(5) 7.10 (b) 7.08;7.10 311(a) 7.11 (b) 7.11 (c) N.A. 312(a) 2.05 (b) 12.03 (c) 12.03 313(a) 7.06 (b)(1) N.A. (b)(2) 7.0 |
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| September 6, 2024 |
Exhibit 25.1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) [] Computershare Trust Company, National Association (Exact name of trustee as specified in its charter) |
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| September 3, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specifi |
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| September 3, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 3, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| September 3, 2024 |
Forms of Award Agreements under the HealthEquity, Inc. 2024 Equity Incentive Plan Attachment I HealthEquity, Inc. 2024 Equity Incentive Plan Performance-Based Restricted Stock Unit Award Agreement Pursuant to the Performance-Based Restricted Stock Unit Notice (the “Grant Notice”) and this Performance-Based Restricted Stock Unit Award Agreement (this “Agreement”), HealthEquity, Inc. (the “Company”) has granted you a Restricted Stock Unit Award (this “Award”) under its 2024 Equit |
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| September 3, 2024 |
HealthEquity Reports Second Quarter Ended July 31, 2024 Financial Results Announces $300 Million Stock Repurchase Program Highlights of the second quarter include: •Revenue of $299. |
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| August 27, 2024 |
Execution Version CREDIT AGREEMENT dated as of August 23, 2024 among HEALTHEQUITY, INC. |
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| August 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 23, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024 As filed with the Securities and Exchange Commission on July 5, 2024 Registration No. |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 HEALTHEQUITY, INC. Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit (3) Maximum Aggregate Offering Price (3) Fee Rate Amount of Registration Fee Equity Common Stock, par value $0.0001 per share Rule 457(c) and Rule 457(h) 4,085,000(2) $84.9 |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-233574 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8 REGISTRATION STATEMENT NO. 333-233574 UNDER THE SECURITIES ACT OF 1933 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) Delaware 52-2383166 (State or other jurisd |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 5, 2024 |
As filed with the Securities and Exchange Commission on July 5, 2024. As filed with the Securities and Exchange Commission on July 5, 2024. Registration No. 333-197778 Registration No. 333-204421 Registration No. 333-210867 Registration No. 333-218937 Registration No. 333-225827 Registration No. 333-232399 Registration No. 333-239436 Registration No. 333-257467 Registration No. 333-265822 Registration No. 333-272870 UNITED STATES SECURITIES AND EXCHANGE COMMISSION W |
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| July 2, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 2, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| June 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 27, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| June 3, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specif |
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| June 3, 2024 |
Restricted Stock Unit Award Agreement and Grant Notice Exhibit 10.1 HEALTHEQUITY, INC. Performance-Based Restricted Stock Unit Notice (2014 EQUITY INCENTIVE PLAN) HealthEquity, Inc. (the “Company”), pursuant to its 2014 Equity Incentive Plan, as amended and restated from time to time (the “Plan”), hereby grants to Participant a Restricted Stock Unit Award for the number of shares of the Company’s Common Stock set forth below (the “Restricted Stock Uni |
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| June 3, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 3, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| June 3, 2024 |
HealthEquity Reports First Quarter Ended April 30, 2024 Financial Results HealthEquity Reports First Quarter Ended April 30, 2024 Financial Results Highlights of the first quarter include: •Revenue of $287. |
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| May 28, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 28, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| May 17, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defini |
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| May 17, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Defin |
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| May 14, 2024 |
HealthEquity Closes Acquisition of BenefitWallet HSA Portfolio Welcomes clients and members to its best-in-class platform. |
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| May 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 9, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Num |
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| April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 25, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| April 15, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 11, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| March 22, 2024 |
Exhibit 21.1 LIST OF SUBSIDIARIES OF HEALTHEQUITY, INC. FORT EFFECT CORP., a Washington corporation FURTHER OPERATIONS, LLC, a Delaware limited liability company HEALTHEQUITY ADVISORS, LLC, a Utah limited liability company HEALTHEQUITY COMMUNITY FOUNDATION, a Delaware corporation HEALTHEQUITY PAYMENTS, LLC, a Delaware limited liability company HEALTHEQUITY RETIREMENT SERVICES, LLC, a Delaware limi |
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| March 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36568 HEALTHEQUITY, INC. (Exact |
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| March 22, 2024 |
Exhibit 97 HealthEquity, Inc. Clawback Policy 1INTRODUCTION The Board of Directors of the Company (the “Board”) believes that it is in the best interests of HealthEquity, Inc., a Delaware corporation (the “Company”) and its stockholders to create and maintain a culture that emphasizes integrity and accountability, that reinforces the Company’s pay-for-performance compensation philosophy and deters |
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| March 19, 2024 |
HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2024 Financial Results HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2024 Financial Results Highlights of the fiscal year include: •Revenue of $999. |
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| March 19, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 19, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| March 13, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 7, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| February 21, 2024 |
HealthEquity Reports Year-End Sales Metrics Provides Business Outlook, Investor Day Information HealthEquity Reports Year-End Sales Metrics Provides Business Outlook, Investor Day Information Draper, Utah – February 21, 2024 – HealthEquity, Inc. |
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| February 21, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 21, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| February 13, 2024 |
HQY / HealthEquity, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01093-healthequityinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: HealthEquity Inc Title of Class of Securities: Common Stock CUSIP Number: 42226A107 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate t |
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| January 8, 2024 |
HealthEquity Announces Year-End HSA Sales Outlook; Presentation at J.P. Morgan Healthcare Conference; Investor Day Draper, Utah – (GLOBE NEWSWIRE) – January 8, 2024 – HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the nation’s largest health savings account (“HSA") custodian, today announced estimates of HSAs, HSA assets and total accounts for its fiscal year ending January 31 |
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| January 8, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 8, 2024 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| December 8, 2023 |
HQY / Healthequity Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: HealthEquity Inc Title of Class of Securities: Common Stock CUSIP Number: 42226A107 Date of Event Which Requires Filing of this Statement: November 30, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Ru |
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| December 5, 2023 |
HealthEquity Reports Third Quarter Ended October 31, 2023 Financial Results HealthEquity Reports Third Quarter Ended October 31, 2023 Financial Results Highlights of the third quarter include: •Revenue of $249. |
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| December 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as spec |
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| December 5, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 5, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| September 19, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 18, 2023 HealthEquity, Inc. (Exact name of registrant as specified in charter) Delaware Commission File No. 001-36568 52-2383166 (State or Other Jurisdiction of Incorporatio |
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| September 19, 2023 |
Conduent’s BenefitWallet HSA Portfolio Moving to HealthEquity Exhibit 99.1 Conduent Incorporated 100 Campus Drive Florham Park, N.J. 07932 www.Conduent.com Conduent’s BenefitWallet HSA Portfolio Moving to HealthEquity FLORHAM PARK, N.J., and Draper, UT, September 19, 2023 — Conduent Incorporated (Nasdaq: CNDT), a global technology-led business solutions and services company, and HealthEquity, Inc. (Nasdaq: HQY), the nation’s largest health savings account (H |
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| September 19, 2023 |
Exhibit 2.1 CUSTODIAL TRANSFER AND ASSET PURCHASE AGREEMENT by and between CONDUENT BUSINESS SERVICES, LLC and HEALTHEQUITY, INC. dated as of September 18, 2023 TABLE OF CONTENTS Page Article I Definitions 1 Section 1.1 Definitions 1 Article II Sale and Purchase 12 Section 2.1 Sale and Purchase 12 Section 2.2 Excluded Assets 12 Section 2.3 Assumed Liabilities 12 Section 2.4 Excluded Liabilities 12 |
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| September 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specifi |
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| September 5, 2023 |
HealthEquity Reports Second Quarter Ended July 31, 2023 Financial Results Delivers Record HSA Asset Growth, Margin Expansion Highlights of the second quarter include: •Revenue of $243. |
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| September 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 5, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| July 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 28, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| July 3, 2023 |
Letter Agreement, dated June 30, 2023, between Tyson Murdock and the Company June 27, 2023 Personal and Confidential BY ELECTRONIC DELIVERY Tyson Murdock tmurdock@healthequity. |
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| July 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 30, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| June 23, 2023 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 HEALTHEQUITY, INC. Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit (3) Maximum Aggregate Offering Price (3) Fee Rate Amount of Registration Fee Equity Common Stock, par value $0.0001 per share Rule 457(c) and Rule 457(h) 2,543,255 (2) $62. |
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| June 23, 2023 |
As filed with the Securities and Exchange Commission on June 23, 2023. As filed with the Securities and Exchange Commission on June 23, 2023. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) Delaware 52-2383166 (State or other jurisdiction of incorporation or organization) (I.R.S. Emplo |
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| June 22, 2023 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 22, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| June 14, 2023 |
Employment Agreement, dated June 13, 2023, between James M. Lucania and the Company EXECUTION VERSION EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this “Agreement”) is made and entered into as of this 13th day of June 2023, by and between HealthEquity, Inc. |
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| June 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 12, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| June 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specif |
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| June 5, 2023 |
HealthEquity Reports First Quarter Ended April 30, 2023 Financial Results HealthEquity Reports First Quarter Ended April 30, 2023 Financial Results Highlights of the first quarter include: •Revenue of $244. |
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| June 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 5, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| June 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 1, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| June 2, 2023 |
healthequity-2023amendme AMENDMENT NO. 1 TO CREDIT AGREEMENT This Amendment No. 1 to Credit Agreement, dated as of June 1, 2023 (this “Amendment”) is among HealthEquity, Inc., a Delaware corporation (the “Borrower”), the other Loan Parties party hereto, the financial institutions listed on the signature pages hereof as Lenders and JPMorgan Chase Bank, N.A., as administrative agent (in such capacit |
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| May 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Defin |
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| May 12, 2023 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted |
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| April 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 13, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| March 30, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36568 HEALTHEQUITY, INC. (Exact |
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| March 30, 2023 |
Employment Agreement, dated January 19, 2022, by and between the Company and Elimelech Rosner Exhibit 10.18 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this “Agreement”) is made and entered into as of this 19th day of January 2022, by and between HealthEquity, Inc., a Delaware corporation (the “Company”), and Elimelech Rosner (“Executive”). W I T N E S S E T H : WHEREAS, the Company desires to employ Executive and to enter into this Agreement to embody the terms of such employment, and |
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| March 30, 2023 |
Exhibit 10.17 AMENDMENT NO. 2 TO EMPLOYMENT AGREEMENT This Amendment No. 2 to Employment Agreement (this “Amendment”), is made and entered into as of December 31, 2022 (the “Effective Date”), by and between HealthEquity, Inc. a corporation organized under the laws of the State of Delaware (“HealthEquity”), and Larry L. Trittschuh (together with HealthEquity, the “Parties” and each, a “Party”). WHE |
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| March 30, 2023 |
Non-Employee Director Compensation Policy Exhibit 10.30 HealthEquity, Inc. Non-Employee Director Compensation Policy 1OVERVIEW HealthEquity, Inc. (the “Company”) believes that, in addition to cash compensation, the granting of equity-based compensation representing the right to acquire the Company’s common stock (the “Shares”) to members (“Directors”) of its board of directors (the “Board”) represents a powerful tool to attract, retain an |
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| March 21, 2023 |
HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2023 Financial Results HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2023 Financial Results Highlights of the fiscal year include: •Revenue of $861. |
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| March 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 21, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| March 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 10, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| February 14, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 14, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| February 14, 2023 |
HealthEquity Reports Record HSA Sales, Asset Growth Updates Previous Fiscal 2023 Guidance, Announces Investor Conferences, Presentations Draper, Utah – February 14, 2023 – HealthEquity, Inc. |
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| February 10, 2023 |
Amended and Restated By-laws of the Company AMENDED AND RESTATED BY-LAWS OF HEALTHEQUITY, INC. ARTICLE I OFFICES SECTION 1.REGISTERED OFFICE. The registered office of the Corporation shall be established and maintained at the office of The Corporation Trust Company at 1209 Orange Street, Corporation Trust Center, Wilmington, DE, 19801, in the County of New Castle, in the State of Delaware, and said corporation shall be the registered agent |
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| February 10, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 10, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| February 9, 2023 |
HQY / Healthequity Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01055-healthequityinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)* Name of issuer: HealthEquity Inc. Title of Class of Securities: Common Stock CUSIP Number: 42226A107 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate |
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| January 9, 2023 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 9, 2023 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| January 9, 2023 |
HealthEquity Announces Record HSA Sales Outlook, Presentation at J.P. Morgan Healthcare Conference HealthEquity Announces Record HSA Sales Outlook, Presentation at J.P. Morgan Healthcare Conference Draper, Utah – (GLOBE NEWSWIRE) – January 9, 2023 – HealthEquity, Inc. (NASDAQ: HQY) (“HealthEquity” or the “Company”), the nation’s largest health savings account (“HSA") custodian, today announced estimates of HSAs, HSA assets and total accounts for its fiscal year ending January 31, 2023, reflecti |
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| December 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as spec |
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| December 6, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 6, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| December 6, 2022 |
HealthEquity Reports Third Quarter Ended October 31, 2022 Financial Results HealthEquity Reports Third Quarter Ended October 31, 2022 Financial Results Highlights of the third quarter include: ?Revenue of $216. |
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| October 6, 2022 |
United States securities and exchange commission logo October 6, 2022 Tyson Murdock Executive Vice President and Chief Financial Officer HealthEquity, Inc 15 West Scenic Pointe Drive Suite 100 Draper, Utah 84020 Re: HealthEquity, Inc Form 10-K for the Fiscal Year Ended January 31, 2022 Filed March 31, 2022 Form 10-Q for the Interim Period Ending April 30, 2022 Filed June 8, 2022 File No. |
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| September 14, 2022 |
787 Seventh Avenue New York, NY 10019-6099 Tel: 212 728 8000 Fax: 212 728 8111 VIA EDGAR September 14, 2022 Securities and Exchange Commission 100 F Street, N. |
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| September 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specifi |
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| September 6, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 6, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| September 6, 2022 |
HealthEquity Reports Second Quarter Ended July 31, 2022 Financial Results HealthEquity Reports Second Quarter Ended July 31, 2022 Financial Results Highlights of the second quarter include: ?Revenue of $206. |
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| September 1, 2022 |
HealthEquity Expands Board of Directors HealthEquity Expands Board of Directors Draper, Utah ? (GLOBE NEWSWIRE) ? September 1, 2022 ? HealthEquity, Inc. |
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| September 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 1, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| September 1, 2022 |
United States securities and exchange commission logo September 1, 2022 Tyson Murdock Executive Vice President and Chief Financial Officer HealthEquity, Inc 15 West Scenic Pointe Drive Suite 100 Draper, Utah 84020 Re: HealthEquity, Inc Form 10-K for the Fiscal Year Ended January 31, 2022 Filed March 31, 2022 Form 10-Q for the Interim Period Ending April 30, 2022 Filed June 8, 2022 File No. |
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| August 2, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 1, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| June 24, 2022 |
As filed with the Securities and Exchange Commission on June 24, 2022. As filed with the Securities and Exchange Commission on June 24, 2022. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) Delaware 52-2383166 (State or other jurisdiction of incorporation or organization) (I.R.S. Emplo |
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| June 24, 2022 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 HEALTHEQUITY, INC. Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit (3) Maximum Aggregate Offering Price (3) Fee Rate Amount of Registration Fee Equity Common Stock, par value $0.0001 per share Rule 457(c) and Rule 457(h) 2,514,342 (2) $ 69 |
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| June 23, 2022 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 23, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| June 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specif |
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| June 6, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 6, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| June 6, 2022 |
HealthEquity Reports First Quarter Ended April 30, 2022 Financial Results HealthEquity Reports First Quarter Ended April 30, 2022 Financial Results Highlights of the first quarter include: ?Revenue of $205. |
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| May 16, 2022 |
HealthEquity Releases Annual Corporate Social Responsibility Report Expanded disclosure and commitment to continuous improvement Draper, Utah ? (GLOBE NEWSWIRE) ? May 16, 2022 ? HealthEquity, Inc. |
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| May 16, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 16, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| May 13, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| May 13, 2022 |
DEF 14A 1 tm224025-1def14a.htm DEF 14A TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Us |
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| May 2, 2022 |
HealthEquity Expands Board of Directors HealthEquity Expands Board of Directors Draper, Utah ? (GLOBE NEWSWIRE) ? May 2, 2022 ? HealthEquity, Inc. |
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| May 2, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 2, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Num |
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| March 31, 2022 |
Employment Agreement, dated November 9, 2018, by and between the Company and Larry Trittschuh Exhibit 10.17 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this ?Agreement?) is made and entered into as of this 9th day of November 2018, by and between HealthEquity, Inc., a Delaware corporation (the ?Company?), and Larry L. Trittschuh (?Executive?). W I T N E S S E T H : WHEREAS, the Company desires to employ Executive as its Executive Vice President, Chief Information Security Officer and t |
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| March 31, 2022 |
Exhibit 10.18 AMENDMENT NO. 1 TO EMPLOYMENT AGREEMENT This Amendment No. 1 to Employment Agreement (this ?Amendment?), is made and entered into as of December 4, 2018 (the ?Effective Date?), by and between HealthEquity, Inc. a corporation organized under the laws of the State of Delaware (?HealthEquity?), and Larry L. Trittschuh (together with HealthEquity, the ?Parties? and each, a ?Party?). WHER |
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| March 31, 2022 |
Exhibit 21.1 LIST OF SUBSIDIARIES OF HEALTHEQUITY, INC. FORT EFFECT CORP., a Washington corporation FURTHER OPERATIONS, LLC, a Delaware limited liability company HEALTHEQUITY ADVISORS, LLC, a Utah limited liability company HEALTHEQUITY TRUST COMPANY, a Wyoming corporation HEALTHEQUITY RETIREMENT SERVICES, LLC, a Delaware limited liability company WAGEWORKS, INC., a Delaware corporation |
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| March 31, 2022 |
Non-Employee Director Compensation Policy Exhibit 10.33 HealthEquity, Inc. Non-Employee Director Compensation Policy 1OVERVIEW HealthEquity, Inc. (the ?Company?) believes that, in addition to cash compensation, the granting of equity-based compensation representing the right to acquire the Company?s common stock (the ?Shares?) to members (?Directors?) of its board of directors (the ?Board?) represents a powerful tool to attract, retain an |
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| March 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36568 HEALTHEQUITY, INC. (Exact |
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| March 22, 2022 |
HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2022 Financial Results HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2022 Financial Results Highlights of the fiscal year include: ?Revenue of $756. |
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| March 22, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 22, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| February 22, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 22, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| February 22, 2022 |
HealthEquity Reports Record HSA Sales, Asset Growth Raises Revenue Outlook HealthEquity Reports Record HSA Sales, Asset Growth Raises Revenue Outlook Draper, Utah ? February 22, 2022 ? HealthEquity, Inc. |
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| February 11, 2022 |
HQY / Healthequity Inc / Jackson Square Partners, LLC - SC 13G/A Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO ? 240.13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO ? 240.13d-2 (Amendment No. 2)* HealthEquity Inc. (Name of Issuer) Common (Title of Class of Securities) 42226A107 (CUSIP Number) 12/31/2021 (Date of Event Which Requires |
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| February 10, 2022 |
HQY / Healthequity Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5)* Name of issuer: HealthEquity Inc. Title of Class of Securities: Common Stock CUSIP Number: 42226A107 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ R |
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| January 10, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 10, 2022 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| January 10, 2022 |
HealthEquity Announces record HSA Sales Outlook, Presentation at J.P. Morgan Healthcare Conference HealthEquity Announces record HSA Sales Outlook, Presentation at J.P. Morgan Healthcare Conference Draper, Utah ? (GLOBE NEWSWIRE) ? January 10, 2022 ? HealthEquity, Inc. (NASDAQ: HQY) (?HealthEquity? or the ?Company?), the nation?s largest independent health savings account (?HSA") custodian, today announced estimates of HSAs, HSA assets and total accounts for its fiscal year ending on January 31 |
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| December 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as spec |
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| December 6, 2021 |
HealthEquity Reports Third Quarter Ended October 31, 2021 Financial Results HealthEquity Reports Third Quarter Ended October 31, 2021 Financial Results Highlights of the third quarter include: ?Revenue of $180. |
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| December 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 3, 2021 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or Other Jurisdiction of Incorporation) Commission File Number (I.R.S. Employ |
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| December 6, 2021 |
Exhibit 1.2 TERMINATION AGREEMENT THIS TERMINATION AGREEMENT (this ?Termination Agreement?), effective as of December 3, 2021 (the ?Effective Date?), is made and entered into by and between Further Operations, LLC, a Delaware limited liability company (fka Viking Acquisition Corp., a Delaware corporation) and wholly owned subsidiary of HealthEquity, Inc., a Delaware corporation (?Buyer?), and MII |
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| December 6, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 6, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| December 6, 2021 |
Exhibit 1.1 Execution Version CUSTODIAL TRANSFER AND ASSET PURCHASE AGREEMENT by and among HEALTH SAVINGS ADMINISTRATORS, L.L.C. FPS TRUST COMPANY, LLC BLUFF POINT ASSOCIATES CORP. and HEALTHEQUITY, INC. dated as of December 4, 2021 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 1 Section 1.1 Definitions 1 ARTICLE II SALE AND PURCHASE 11 Section 2.1 Sale and Purchase 11 Section 2.2 Excluded Assets 1 |
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| November 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 31, 2021 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 7389 52-2383166 (State or other jurisdiction of incorporation or organization) (Primary Standard Industri |
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| November 1, 2021 |
Exhibit 99.1 HealthEquity Completes Further Acquisition Expands HSA market share, health plan relationships and adds private label solutions DRAPER, Utah, (GLOBE NEWSWIRE) ? November 1, 2021 - HealthEquity, Inc. (NASDAQ: HQY) ("HealthEquity"), the nation's largest health savings account ("HSA") non-bank custodian, today completed the acquisition of Further, a leading provider of HSA and consumer-d |
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| November 1, 2021 |
Exhibit 2.1 AMENDMENT TO STOCK PURCHASE AGREEMENT THIS AMENDMENT TO STOCK PURCHASE AGREEMENT (this ?Amendment?) is entered into as of October 31, 2021 (the ?Effective Date?), by and between HealthEquity, Inc., a Delaware corporation (the ?Purchaser?), and Evan McCordick, acting in his capacity as the Sellers? representative (the ?Sellers? Representative?). Capitalized terms used but not otherwise |
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| October 12, 2021 |
? Exhibit 4.1 ? ? ? INDENTURE ? Dated as of October?8, 2021 ? Among ? HEALTHEQUITY,?INC., ? THE GUARANTORS NAMED ON THE SIGNATURE PAGES HERETO ? and ? WELLS FARGO BANK, NATIONAL ASSOCIATION, as Trustee ? 4.500% SENIOR NOTES DUE 2029 ? ? ? ? ? ? ? Page ? ? ? Article?1 ? ? ? ? DEFINITIONS ? ? ? ? Section?1.01 Definitions 1 Section?1.02 Other Definitions 46 Section?1.03 Rules?of Construction 47 Secti |
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| October 12, 2021 |
Exhibit 10.1 EXECUTION VERSION CREDIT AGREEMENT dated as of October 8, 2021 among HEALTHEQUITY, INC. The Lenders Party Hereto JPMORGAN CHASE BANK, N.A. as Administrative Agent WELLS FARGO BANK, NATIONAL ASSOCIATION and TRUIST BANK, as Co-Syndication Agents and BANK OF AMERICA, N.A., CITIZENS BANK, N.A., MUFG UNION BANK, N.A. and ROYAL BANK OF CANADA as Co-Documentation Agents JPMORGAN CHASE BANK, |
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| October 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 8, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| October 5, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 4, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| October 5, 2021 |
Exhibit 1.1 Execution Version J.P. MORGAN SECURITIES LLC $100,000,000 HEALTHEQUITY, INC. 4.500% Senior Notes due 2029 Purchase Agreement October 4, 2021 J.P. Morgan Securities LLC As Representative of the several Initial Purchasers listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 Ladies and Gentlemen: HealthEquity, Inc., a Delaware corporation |
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| September 30, 2021 |
Exhibit 1.1 Execution Version J.P. MORGAN SECURITIES LLC $500,000,000 HEALTHEQUITY, INC. 4.500% Senior Notes due 2029 Purchase Agreement September 28, 2021 J.P. Morgan Securities LLC As Representative of the several Initial Purchasers listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 Ladies and Gentlemen: HealthEquity, Inc., a Delaware corporati |
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| September 30, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 28, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificat |
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| September 29, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 29, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificat |
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| September 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specifi |
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| September 9, 2021 |
As filed with the Securities and Exchange Commission on September 9, 2021 TABLE OF CONTENTS As filed with the Securities and Exchange Commission on September 9, 2021 Registration No. |
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| September 9, 2021 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b) (2) WELLS FARGO BANK, NATIONAL ASSOCIATION (Exact name of trustee as specified in its charter) A National Banking Associat |
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| September 8, 2021 |
Exhibit 2.1 Execution Version AMENDED AND RESTATED ASSET AND UNIT PURCHASE AGREEMENT by and among VIKING ACQUISITION CORP., HEALTHEQUITY, INC., MII LIFE INSURANCE, INCORPORATED D/B/A FURTHER, and AWARE INTEGRATED, INC. Dated September 7, 2021 TABLE OF CONTENTS Page Article I THE TRANSACTION 2 1.1 Purchase and Sale of Assets 2 1.2 Excluded Assets 3 1.3 Liabilities 4 1.4 Purchase and Sale of Units 5 |
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| September 8, 2021 |
Exhibit 2.2 Execution Version ASSET PURCHASE AGREEMENT by and among VIKING ACQUISITION CORP., HEALTHEQUITY, INC., and MII LIFE INSURANCE, INCORPORATED D/B/A FURTHER Dated September 7, 2021 TABLE OF CONTENTS Page Article I THE TRANSACTION 1 1.1 Purchase and Sale of Assets 1 1.2 Excluded Assets 2 1.3 Liabilities 3 1.4 Consideration 4 1.5 Closing 5 1.6 Subsequent Documentation 5 1.7 Assignability and |
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| September 8, 2021 |
HealthEquity Reports Second Quarter Ended July 31, 2021 Financial Results HealthEquity Reports Second Quarter Ended July 31, 2021 Financial Results Highlights of the second quarter include: ?Revenue of $189. |
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| September 8, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 8, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| September 8, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 7, 2021 HealthEquity, Inc. (Exact name of registrant as specified in charter) Delaware Commission File No. 001-36568 52-2383166 (State or Other Jurisdiction of Incorporation |
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| August 13, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 10, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| June 28, 2021 |
As filed with the Securities and Exchange Commission on June 28, 2021. As filed with the Securities and Exchange Commission on June 28, 2021. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) Delaware 52-2383166 (State or other jurisdiction of incorporation or organization) (I.R.S. Emplo |
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| June 24, 2021 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 24, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| June 8, 2021 |
HealthEquity Updates Business Outlook HealthEquity Updates Business Outlook Draper, Utah ? June 8, 2021 ? HealthEquity, Inc. |
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| June 8, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 7, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| June 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specif |
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| June 7, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 7, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Nu |
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| June 7, 2021 |
HealthEquity Reports First Quarter Ended April 30, 2021 Financial Results HealthEquity Reports First Quarter Ended April 30, 2021 Financial Results Highlights of the first quarter include: ?Revenue of $184. |
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| May 13, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin |
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| May 13, 2021 |
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549? SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ??) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? ? Confidential, for Use of the Commission Only (as permitted by Ru |
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| May 6, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 6, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification Num |
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| May 6, 2021 |
HealthEquity Releases Inaugural Corporate Social Responsibility Report The nation?s largest independent health savings account (HSA) custodian provides key sustainability measures and describes the social benefits of its services DRAPER, Utah - (GLOBE NEWSWIRE) May 06, 2021 ? HealthEquity, Inc. |
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| April 27, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2021 HealthEquity, Inc. (Exact name of registrant as specified in charter) Delaware Commission File No. 001-36568 52-2383166 (State or Other Jurisdiction of Incorporation) ( |
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| April 27, 2021 |
Exhibit 2.1 Execution Version CUSTODIAL TRANSFER AND ASSET PURCHASE AGREEMENT by and between FIFTH THIRD BANK, NATIONAL ASSOCIATION and HEALTHEQUITY, INC. dated as of April 27, 2021 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 1 Section 1.1 Definitions 1 ARTICLE II SALE AND PURCHASE 9 Section 2.1 Sale and Purchase 9 Section 2.2 Assumed Liabilities 9 Section 2.3 Excluded Liabilities 9 Section 2.4 P |
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| April 27, 2021 |
Fifth Third Bank HSAs Moving to HealthEquity Exhibit 99.1 Fifth Third Bank HSAs Moving to HealthEquity Draper, Utah ? (GLOBE NEWSWIRE) ? April 27, 2021 ? HealthEquity, Inc. (NASDAQ: HQY) (?HealthEquity? or the ?Company?), the largest independent HSA custodian, today announced it has entered into a definitive agreement with Fifth Third Bank, National Association ("Fifth Third"), to transition custodianship of Fifth Third?s health savings acco |
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| April 14, 2021 |
Exhibit 2.1 Execution Version ASSET AND UNIT PURCHASE AGREEMENT by and among VIKING ACQUISITION CORP., HEALTHEQUITY, INC., MII LIFE INSURANCE, INCORPORATED D/B/A FURTHER, and AWARE INTEGRATED, INC. Dated April 8, 2021 TABLE OF CONTENTS Page Article I ?????THE TRANSACTION 1 1.1 Purchase and Sale of Assets 1 1.2 Excluded Assets 3 1.3 Liabilities 3 1.4 Purchase and Sale of Units 4 1.5 Consideration 5 |
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| April 14, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 8, 2021 HealthEquity, Inc. (Exact name of registrant as specified in charter) Delaware Commission File No. 001-36568 52-2383166 (State or Other Jurisdiction of Incorporation) (C |
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| April 8, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 8, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| April 8, 2021 |
EX-99.1 2 finalvikingjointpressrelea.htm EX-99.1 HealthEquity to Acquire Further Adds private-label capabilities, significant health plan relationships and VEBA solutions DRAPER, Utah, (GLOBE NEWSWIRE) – April 8, 2021 - HealthEquity, Inc. (NASDAQ: HQY) ("HealthEquity"), the nation's largest independent health savings account ("HSA") custodian, today announced that it had entered into a definitive |
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| April 1, 2021 |
Employment Agreement, dated June 25, 2020, by and between the Company and Tyson Murdock Exhibit 10.1 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this ?Agreement?) is made and entered into as of this 25th day of June 2020, by and between HealthEquity, Inc., a Delaware corporation (the ?Company?), and Tyson Murdock (?Executive?). W I T N E S S E T H : WHEREAS, the Company desires to enter into this Agreement to embody the terms of Executive?s continued employment, and Executive des |
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| April 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 1, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| March 31, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36568 HEALTHEQUITY, INC. (Exact |
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| March 31, 2021 |
Exhibit 21.1 LIST OF SUBSIDIARIES OF HEALTHEQUITY, INC. HEQ INSURANCE SERVICES, INC., a Utah corporation HEALTHEQUITY ADVISORS, LLC, a Utah limited liability company HEALTHEQUITY TRUST COMPANY, a Wyoming corporation HEALTHEQUITY RETIREMENT SERVICES, LLC, a Delaware limited liability company WAGEWORKS, INC., a Delaware corporation FORT EFFECT CORP., a Washington corporation |
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| March 15, 2021 |
HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2021 Financial Results HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2021 Financial Results Highlights of the fiscal year include: ?Revenue of $733. |
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| March 15, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 15, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification |
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| March 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 8, 2021 HealthEquity, Inc. (Exact name of registrant as specified in charter) Delaware Commission File No. 001-36568 52-2383166 (State or Other Jurisdiction of Incorporation) (C |
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| March 8, 2021 |
Exhibit 99.1 HealthEquity Expands Commuter Offering with Luum Acquisition adds options beyond monthly transit passes, strengthening capabilities for the new hybrid workplace DRAPER, Utah, (GLOBE NEWSWIRE) – March 8, 2021 - HealthEquity, Inc. (NASDAQ: HQY) ("HealthEquity"), the nation's largest independent health savings account ("HSA") custodian, today jointly announced the acquisition of Luum, a |
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| March 8, 2021 |
Exhibit 2.1 Execution Version STOCK PURCHASE AGREEMENT by and among HEALTHEQUITY, INC., THE SELLERS LISTED ON SCHEDULE I and EVAN MCCORDICK, solely as the Sellers? Representative Dated as of March 8, 2021 TABLE OF CONTENTS Page Article I DEFINITIONS 1 Section 1.1 Certain Definitions 1 Section 1.2 Terms Generally 14 Article II SALE AND PURCHASE 15 Section 2.1 Agreement to Sell and Purchase 15 Secti |
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| March 2, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 2, 2021 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) |
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| February 19, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 19, 2021 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Num |
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| February 17, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 16, 2021 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission) File Nu |
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| February 17, 2021 |
Exhibit 1.1 Execution Version HEALTHEQUITY, INC. 5,000,000 Shares of Common Stock, par value $0.0001 per share Underwriting Agreement February 16, 2021 BofA Securities, Inc. One Bryant Park New York, New York 10036 Ladies and Gentlemen: HealthEquity, Inc., a Delaware corporation (the ?Company?), proposes to issue and sell to BofA Securities, Inc. (the ?Underwriter?) an aggregate of 5,000,000 share |
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| February 17, 2021 |
Use these links to rapidly review the document TABLE OF CONTENTS Prospectus Supplement TABLE OF CONTENTS Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. |
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| February 16, 2021 |
SUBJECT TO COMPLETION, DATED FEBRUARY 16, 2021 Use these links to rapidly review the document TABLE OF CONTENTS Prospectus Supplement TABLE OF CONTENTS Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. |
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| February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 4)* Name of issuer: HealthEquity Inc. Title of Class of Securities: Common Stock CUSIP Number: 42226A107 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ R |
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| February 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2 (Amendment No. 1)* HealthEquity Inc. (Name of Issuer) Common (Title of Class of Securities) 42226A107 (CUSIP Number) 12/31/2020 (Date of Event Which Requires |
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| February 8, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 8, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| February 8, 2021 |
HealthEquity Reports Year-End Sales Metrics HSA Assets of $14.3 billion, up 24% year-over-year HealthEquity Reports Year-End Sales Metrics HSA Assets of $14.3 billion, up 24% year-over-year Draper, Utah – February 8, 2021 – HealthEquity, Inc. (NASDAQ: HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") non-bank custodian, today announced HSA Assets and Total Accounts as of its fiscal year ended January 31, 2021. The total number of HSAs as of January |
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| January 11, 2021 |
HealthEquity Announces Year-End Sales Outlook, Presentation at JP Morgan Healthcare Conference HealthEquity Announces Year-End Sales Outlook, Presentation at JP Morgan Healthcare Conference Draper, Utah – (GLOBE NEWSWIRE) – January 11, 2021 – HealthEquity, Inc. |
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| January 11, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 11, 2021 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| December 9, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as spec |
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| December 7, 2020 |
HealthEquity Reports Third Quarter Ended October 31, 2020 Financial Results HealthEquity Reports Third Quarter Ended October 31, 2020 Financial Results Highlights of the third quarter include: •Revenue of $179. |
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| December 7, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 7, 2020 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| December 4, 2020 |
Press Release issued by HealthEquity, Inc. on December 4, 2020 HealthEquity Expands Board of Directors Draper, Utah – (GLOBE NEWSWIRE) – December 4, 2020 – HealthEquity, Inc. |
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| December 4, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 4, 2020 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificatio |
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| September 9, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specifi |
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| September 9, 2020 |
Transition and Separation Agreement between the Company and Darcy Mott, dated June 25, 2020. Exhibit 10.1 HealthEquity, Inc. 15 W. Scenic Pointe Drive Draper, Utah 84020 June 25, 2020 Darcy Mott BY ELECTRONIC DELIVERY Re: Transition and Separation Dear Darcy, This letter agreement (this “Agreement”) sets forth our collective understanding with respect to your continued employment with HealthEquity, Inc. (the “Company”) from and after the date hereof and the transition of your duties to a |
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| September 8, 2020 |
HealthEquity Reports Second Quarter Results, Raises WageWorks Synergy Target HealthEquity Reports Second Quarter Results, Raises WageWorks Synergy Target Highlights of the second quarter include: •Revenue of $176. |
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| September 8, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) September 8, 2020 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identificati |
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| July 15, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 15, 2020 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) |
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| July 13, 2020 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 13, 2020 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) |
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| July 9, 2020 |
CALCULATION OF REGISTRATION FEE Use these links to rapidly review the document TABLE OF CONTENTS TABLE OF CONTENTS Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. |
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| July 9, 2020 |
Exhibit 1.1 Execution Version HEALTHEQUITY, INC. 4,600,000 Shares of Common Stock, par value $0.0001 per share Underwriting Agreement July 8, 2020 Wells Fargo Securities, LLC J.P. Morgan Securities LLC As Representatives of the several Underwriters listed in Schedule 1 hereto c/o Wells Fargo Securities, LLC 500 West 33rd Street New York, New York 10001 c/o J.P. Morgan Securities LLC 383 Madison Av |
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| July 9, 2020 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 8, 2020 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) |
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| July 8, 2020 |
Exhibit 99.1 Copyright © 2020 HealthEquity, Inc. All rights reserved. Investor update July 7, 2020 HealthEquity does not provide legal, tax or financial advice. Safe harbor 2 This presentation includes information contained in our public filings filed with the Securities and Exchange Commission (SEC ), which public filings are expressly incorporated herein by reference (see http://ir.healthequity. |
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| July 8, 2020 |
SUBJECT TO COMPLETION, DATED JULY 8, 2020 Use these links to rapidly review the document TABLE OF CONTENTS TABLE OF CONTENTS Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. |
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| July 8, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 8, 2020 Commission File Number: 001-36568 HEALTHEQUITY, INC. Delaware 7389 52-2383166 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial C |
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| June 26, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 25, 2020 HEALTHEQUITY, INC. Delaware 001-36568 52-2383166 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification N |
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| June 25, 2020 |
As filed with the Securities and Exchange Commission on June 25, 2020. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) Delaware 52-2383166 (State or other jurisdiction of incorporation or organization) (I.R.S. Emplo |
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| June 15, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin |
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| June 15, 2020 |
As filed with the Securities and Exchange Commission on June 15, 2020. Registration No. 333-233573 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Post-Effective Amendment No. 1 TO Form S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) Delaware 52-2383166 (State or other jurisdiction of inco |
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| June 4, 2020 |
Amendment No. 1 to Employment Agreement between the Company and Jon Kessler, dated April 1, 2017 amendmentno1tokesslereea |
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| June 4, 2020 |
TRANSITION, SEPARATION AND RELEASE AGREEMENT This Transition, Separation and Release Agreement (this “Agreement”), delivered February 13, 2020 (the “Offer Date”), confirms the following understandings and agreements between HealthEquity, Inc. |
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| June 4, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specif |
