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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 2019-07-11 Capital/Financing Update
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
424B5 Filing
Capital/Financing Update Classification · 100% confidence The document is a prospectus supplement related to a common stock offering by HealthEquity, Inc. It includes detailed information about the offering size, pricing, underwriting, and the use of proceeds. It also discusses a merger agreement and financing plans. The document references a registration statement on Form S-3 and includes pro forma financial information related to the merger and offering. The content is typical of a capital raising document that updates investors on financing activities and capital structure changes. It is not an annual or quarterly report, earnings release, or management discussion. It is not a proxy, voting result, or governance document. The presence of underwriting details, offering price, and registration fee calculation confirms this is a Capital/Financing Update filing.
2019-07-11 English
8-K/A Filing
Regulatory Filings Classification · 95% confidence The document is a Form 8-K/A (Amendment No. 1) filed with the SEC, which amends a prior Form 8-K filing. It primarily provides updates related to a merger agreement between HealthEquity, Inc. and WageWorks, Inc., including the filing of various financial statements and exhibits related to WageWorks. The document includes consents from auditors and pro forma financial information but does not itself contain full financial statements or detailed financial analysis. It is an SEC current report amendment that updates or corrects prior disclosures rather than a full financial report like an annual or interim report. Given the nature of the filing as an amended current report with exhibits and consents, and the absence of comprehensive financial statements or management discussion within the text itself, this document fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous SEC filings that do not fit other specific categories.
2019-07-09 English
424B3 Filing
Capital/Financing Update Classification · 95% confidence The document is a preliminary prospectus supplement dated July 9, 2019, related to a common stock offering of $410 million by HealthEquity, Inc. It discusses the terms of the offering, underwriting details, and the merger agreement with WageWorks, Inc. The document includes pro forma financial information and summary historical consolidated financial data but is primarily focused on the offering of securities and financing activities. It is not an annual or quarterly report, earnings release, or management discussion. The document is a detailed offering prospectus supplement related to capital raising and financing activities. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length is substantial (15,000 characters), indicating it is the actual prospectus supplement, not just an announcement of a report.
2019-07-09 English
FWP Filing
Capital/Financing Update Classification · 95% confidence The document is titled as a "Free Writing Prospectus" filed pursuant to Rule 433 of the Securities Act of 1933. It relates to an Amendment No. 1 to a Preliminary Prospectus Supplement for a public offering of common stock. The text references the SEC, registration numbers, and details about the offering amount ($410 million). It also provides links and contact information for obtaining the preliminary prospectus and related documents. The content is focused on the offering and amendments to the prospectus, which are typical of capital raising activities. There is no indication of financial statements, earnings data, management discussion, or other report types. The document is a communication related to a securities offering, which fits the category of Capital/Financing Update (CAP). The document length is about 4,831 characters, which is consistent with a detailed prospectus supplement or amendment rather than a full annual or quarterly report. Therefore, the most appropriate classification is CAP with high confidence.
2019-07-09 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 text describes a merger agreement between HealthEquity, Inc. and WageWorks, Inc., including details about the merger, financial statements of WageWorks, management discussion and analysis, risks, and pro forma financial information. The document includes exhibits with audited and interim financial statements, MD&A, risk factors, and consents from auditors. The primary purpose is to disclose the merger transaction and related financial information. This fits best under the category of M&A Activity (TAR), which covers announcements and documents related to merger proposals or takeover bids. The document is not a full annual or quarterly report, nor is it a simple announcement or certification. It is a detailed current report about a merger event with supporting financial exhibits. Therefore, the classification is TAR with high confidence.
2019-07-08 English
424B5 Filing
Capital/Financing Update Classification · 95% confidence The document is a preliminary prospectus supplement dated July 8, 2019, related to a $410 million common stock offering by HealthEquity, Inc. It discusses the terms of the offering, underwriting details, and the merger agreement with WageWorks, Inc. It includes pro forma financial information and references to historical financial statements but does not contain full financial statements or detailed financial analysis itself. The document is clearly an offering document related to capital raising and financing activities. It is not an annual report, earnings release, or management discussion. The presence of underwriting details, offering price, and use of proceeds confirms it is a Capital/Financing Update. Therefore, the appropriate classification is Capital/Financing Update (CAP).
2019-07-08 English

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