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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 2016-09-06 Director's Dealing
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
3 Filing
Director's Dealing
2016-09-06 English
4 Filing
Director's Dealing
2016-09-06 English
8-K Filing
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated September 6, 2016, reporting the financial results for the second quarter ended July 31, 2016. It specifically states that the press release announcing the financial results is attached as Exhibit 99.1. The text indicates this is a current report announcing quarterly financial results, which aligns with an Earnings Release (ER). The document length is 3018 characters, which is relatively short and typical for an 8-K earnings release announcement. The content is not a full quarterly report with detailed financial statements, but rather a press release announcing results, fitting the definition of an Earnings Release (ER).
2016-09-06 English
4 Filing
Director's Dealing
2016-09-01 English
8-K Filing
Board/Management Information Classification · 100% confidence The document is a Form 8-K filed with the SEC, dated August 25, 2016, reporting the appointment of a new board member, Adrian T. Dillon, to the company's board of directors. The key section is Item 5.02, which specifically addresses the departure and appointment of directors or officers. There is no financial data or report content; rather, it is an announcement of a change in the company's board composition. This matches the definition of Board/Management Information (MANG). The document length is about 5,198 characters, which is sufficient to contain detailed information about the appointment. Therefore, the classification is MANG with high confidence.
2016-08-29 English
4 Filing
Director's Dealing
2016-08-25 English

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