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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 2015-01-26 Major Shareholding Noti…
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
SC 13G Filing
Major Shareholding Notification
2015-01-26 English
10-Q Filing
Interim / Quarterly Report 9M 2015
2014-12-11 English
8-K Filing
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated December 9, 2014, reporting the results of operations and financial condition for the three and nine months ended October 31, 2014. It specifically states that the financial results are announced via a press release attached as Exhibit 99.1. The document itself is a short current report notifying the market of the earnings release, not the full earnings release or detailed financial statements. According to the rules, such a document is classified as an Earnings Release (ER) since it announces quarterly/periodical financial results with key highlights, and the Form 8-K is commonly used for this purpose. The document length is 3044 characters, which is consistent with a brief announcement rather than a full report. Therefore, the appropriate classification is ER with high confidence.
2014-12-09 English
3 Filing
Director's Dealing
2014-11-03 English
4 Filing
Director's Dealing
2014-11-03 English
8-K Filing
Board/Management Information Classification · 100% confidence The document is a Form 8-K filed with the SEC, dated October 27, 2014, reporting the departure of an executive (E. Craig Keohan) and the appointment of a new executive (Matthew Sydney) along with details of compensation and agreements. The key section is Item 5.02, which specifically addresses changes in directors or certain officers. The document includes detailed information about the new executive's appointment, compensation, and related agreements. There is no financial data or earnings information, nor is it a report or announcement of a report. The content fits the category of Board/Management Information (MANG), which covers announcements of changes in the company's board of directors or senior management. The document length (8550 characters) and detailed content support this classification with high confidence.
2014-10-27 English

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