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HEALTHEQUITY, INC. — Investor Relations & Filings

Ticker · HQY ISIN · US42226A1079 LEI · 529900LRJU1RAFQHM467 US Financial and insurance activities
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Filings indexed 999 across all filing types
Latest filing 2019-08-30 Regulatory Filings
Country US United States of America
Listing US HQY

About HEALTHEQUITY, INC.

https://healthequity.com/

HealthEquity, Inc. is a leading administrator of Health Savings Accounts (HSAs) and other consumer-directed benefits. The company provides a technology-enabled platform that helps individuals, families, and employers manage healthcare costs and build health savings. Its comprehensive suite of solutions includes HSAs, Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), COBRA administration, commuter benefits, and lifestyle spending accounts. By integrating health and wealth, HealthEquity offers tools and investment options to help members pay for current medical expenses and save for future healthcare needs, including retirement. The platform serves employers, health plans, and other partners by providing integrated benefit solutions to connect health and wealth for their members.

Recent filings

Filing Released Lang Actions
8-K Filing
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce major events that shareholders should know about. The text includes detailed information about a merger transaction between HealthEquity, Inc. and WageWorks, Inc., including the completion of the merger, entry into a material definitive agreement (a Credit Agreement related to financing the merger), and changes related to equity incentive plans. The document is not a full annual or quarterly report, nor is it a transcript or earnings release. It is a regulatory filing announcing significant corporate events and agreements. Therefore, the appropriate classification is Regulatory Filings (RNS). The document length (15,000 characters) and content confirm it is not a brief announcement but a detailed regulatory disclosure typical of an 8-K filing.
2019-08-30 English
S-8 Filing
Capital/Financing Update Classification · 95% confidence The document is a Form S-8 Registration Statement filed with the SEC by HealthEquity, Inc. on August 30, 2019. It registers additional shares of common stock issuable under the company's 2014 Equity Incentive Plan, including shares from an acquired company (WageWorks) as adjusted for the merger. The document includes details about the securities to be registered, incorporation by reference of prior filings, consents from auditors, and signatures of company officers. Form S-8 is a registration statement used to register securities to be offered under employee benefit plans and is a type of capital raising or equity issuance filing. It is not an annual report, earnings release, proxy statement, or other report type. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length is substantial and contains detailed registration information, not merely an announcement or certification, supporting a high confidence level.
2019-08-30 English
4 Filing
Director's Dealing
2019-08-22 English
4 Filing
Director's Dealing
2019-08-14 English
8-K Filing
M&A Activity Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The content specifically discusses the termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvement Act related to a pending acquisition (merger) between HealthEquity, Inc. and WageWorks, Inc. It references the Agreement and Plan of Merger and the conditions for closing the transaction. This is a clear announcement related to merger activity. The document is not a full merger proxy statement or tender offer filing but an announcement of a merger-related event. Therefore, the appropriate classification is M&A Activity (TAR). The document length (7713 characters) and content confirm it is not a brief announcement or a regulatory filing fallback. Confidence is high due to explicit merger-related content and SEC Form 8-K context.
2019-07-30 English
4 Filing
Director's Dealing
2019-07-24 English

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