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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 2015-11-12 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
4 Filing
Director's Dealing
2015-11-12 English
4 Filing
Director's Dealing
2015-11-04 English
4 Filing
Director's Dealing
2015-10-30 English
8-K Filing
Capital/Financing Update 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 the entry into a material definitive agreement (an Asset Purchase Agreement) and the completion of an acquisition of assets. It also references a press release about the transaction. There are no financial statements or detailed financial performance data included, only the announcement of the transaction and related agreements. This fits the category of a Capital/Financing Update (CAP), as it relates to company fundraising or capital structure changes through asset acquisition. The document length is 5535 characters, sufficient to include substantive information about the transaction but not a full financial report. Therefore, the appropriate classification is CAP with high confidence.
2015-10-26 English
4 Filing
Director's Dealing
2015-10-21 English
8-K Filing
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated September 30, 2015, by HealthEquity, Inc. It reports the entry into a new credit facility (a $100 million revolving credit agreement) with JPMorgan Chase Bank. The content focuses on the terms of the credit facility, interest rates, covenants, and security arrangements. There are no financial statements or earnings data presented, nor is this a full annual or quarterly report. The document is an announcement of a financing event, specifically a new credit facility. According to the filing definitions, updates on company fundraising or financing activities fall under Capital/Financing Update (CAP). The document length is 4882 characters, which is sufficient to contain substantive information about the financing event, not just a brief announcement or a certification. Therefore, the appropriate classification is CAP with high confidence.
2015-10-06 English

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