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HEALTHEQUITY, INC. — Investor Relations & Filings

Ticker · HQY ISIN · US42226A1079 LEI · 529900LRJU1RAFQHM467 US Financial and insurance activities
Filings indexed 999 across all filing types
Latest filing 2018-09-04 Earnings Release
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
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated September 4, 2018, for HealthEquity, Inc. It specifically references Item 2.02 "Results of Operations and Financial Condition" and includes a press release (Exhibit 99.1) announcing financial results for the second quarter ended July 31, 2018. The document is relatively short (3432 characters) and primarily serves to furnish a press release with financial highlights rather than providing a full detailed financial report. This matches the definition of an Earnings Release (ER), which is the initial announcement of quarterly financial results with key highlights only. Therefore, the correct classification is ER.
2018-09-04 English
4 Filing
Director's Dealing
2018-08-22 English
4 Filing
Director's Dealing
2018-08-15 English
3 Filing
Director's Dealing
2018-08-15 English
8-K Filing
Remuneration Information 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 an amendment to the Executive Change in Control Severance Plan, which relates to management compensation and severance arrangements. It does not contain financial statements or detailed financial data, nor is it an earnings release or annual report. The focus is on a change in executive compensation arrangements, which aligns with Remuneration Information filings. The document length is 3639 characters, which is relatively short and consistent with a specific announcement rather than a full report. Therefore, the most appropriate classification is Remuneration Information (DEF 14A).
2018-07-27 English
4 Filing
Director's Dealing
2018-07-16 English

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