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HealthEquity, Inc. 
 UT
  SEC # 1428336

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919  SEC Filings
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  from  2/27/08  to  4/15/24  (4 Days Ago)

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  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘8-K’ — Current Report — Form 8-K — for 4/11/24 — Filed as:  Filer / Offerer 
 
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notifications of all
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Filings
involving  HealthEquity, Inc. 

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Forms
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, Documents
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& Exhibits
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 in  251 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
4/15/24 New Document this Past Month!8-KUpdate:  Current Reports — Form 8-K  New Document this Past Month!  — Press Releases
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& Conference Calls
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 — Financial Reports
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133

8-K Items: 
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9/19/23
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  Business & Operations: 
Entry into a Material Definitive Agreement — Item 1.01 — ‘EX-10’
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24
12/6/21 OLD"Termination of a Material Definitive Agreement — Item 1.02  OLD  — ‘EX-10’
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3
11/1/21 OLD
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  Financial Info: 
Completion of Acquisition or Disposition of Assets — Item 2.01  OLD  — ‘EX-2’
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3
3/19/24 New Document this Past Month!"Results of Operations and Financial Condition — Item 2.02  New Document this Past Month!  — Financial Reports
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47
6/2/23"Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant — Item 2.03 — ‘EX-10’
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7
11/1/21 OLD"Triggering Events That Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement — Item 2.04  OLD  — ‘EX-10’
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1
7/6/18 OLD
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  Securities & Trading: 
Material Modifications to Rights of Security Holders — Item 3.03  OLD  — ‘EX-4’
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1
7/28/23
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  Governance & Management: 
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers — Item 5.02 — List of Directors & Officers
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26
2/10/23 OLD"Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year — Item 5.03  OLD  — ‘EX-3’
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1
6/22/23"Submission of Matters to a Vote of Security Holders — Item 5.079
4/15/24 New Document this Past Month!
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  Disclosures: 
Regulation FD Disclosure — Item 7.01  New Document this Past Month!  — ‘EX-99’
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30
3/2/21 OLD
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  Events: 
Other Events — Item 8.01  OLD 13
4/15/24 New Document this Past Month!
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  Financials: 
Financial Statements and Exhibits — Item 9.01  New Document this Past Month!  — Financial Reports
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112

3/22/24 New Document this Past Month!10-KUpdate:  Annual Reports — Form 10-K  New Document this Past Month!  — Financial Reports
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10
12/5/2310-QUpdate:  Quarterly Reports — Form 10-Q — Financial Reports
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29
6/23/23S-8Registration:  Registration Statements – Securities for Certain Employee Benefit Plans — Form S-812
5/12/23ARSUpdate:  Annual Reports to Security Holders2
5/12/23DEFA14AProxy:  Definitive Additional Proxy Soliciting Materials — Schedule 14A10
5/12/23DEF 14AProxy:  Definitive Proxy Statements — Schedule 14A — Financial Reports
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9
9/14/22 OLDCORRESPComment:  Comment-Response and Other Letters to the SEC  [ a.k.a. COVER ]  OLD  — All Correspondence with the SEC
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9
9/9/21 OLDS-3ASRRegistration:  Automatic Shelf Registration Statements by Well-Known Issuers — Form S-3  OLD 3
2/17/21 OLD424B5Registration:  Prospectuses – Primary Offerings and Shelf Securities – New Facts or Events  OLD 8
6/15/20 OLDS-8 POSRegistration:  Post-Effective Amendment of a Form S-8 Registration  OLD 1
7/9/19 OLDFWPRegistration:  Prospectus – Free Writing  OLD 1
7/9/19 OLD424B3Registration:  Prospectus – New Facts or Events  OLD 1
4/23/18 OLDPRE 14AProxy:  Preliminary Proxy Statement — Schedule 14A  OLD 1
10/24/16 OLD424B4Registration:  Prospectuses – Info Previously Omitted & New Facts or Events  OLD 4
5/6/15 OLDEFFECTSEC:  SEC Notices of Effectiveness  OLD 2
5/5/15 OLDS-1MEFRegistration:  Registration Statement to Add Securities to a Prior Form S-1 Registration  OLD 1
5/4/15 OLDS-1Registration:  Registration Statements (General Form) — Form S-1  OLD 6
7/28/14 OLDCERTNASTrading:  Certification by the Nasdaq Stock Market Approving a Listing — Form CERT  OLD 1
7/25/14 OLD8-A12BRegistration:  Registration Statement for a Class of Securities — Form 8-A  OLD 1
5/9/14 OLDDRSLTRComment:  Comment-Response and Draft-Registration-Statement Letters to the SEC  [ a.k.a. CORRESP ]  OLD  — All Correspondence with the SEC
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2
5/9/14 OLDDRSRegistration:  Draft Registration Statements by Emerging Growth Companies and Foreign Issuers — Form DRS  OLD 2
9/9/11 OLDDRegistration:  Notice of an Exempt Offering of Securities — Form D  OLD 1
10/31/08 OLDREGDEXRegistration:  Notices of Exempt Offerings of Securities — Form D  OLD 3

General Exhibits: 
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3/22/24 New Exhibit this Past Month!EX-97Clawback Policy re: Recovery of Erroneously Awarded Compensation  New Exhibit this Past Month! 1
3/22/24 New Exhibit this Past Month!EX-23Consents of Experts and Counsel  New Exhibit this Past Month! 37
3/22/24 New Exhibit this Past Month!EX-21Subsidiaries Lists  New Exhibit this Past Month! 7
9/19/23EX-2Plans of Acquisitions, Reorganizations, Arrangements, Liquidations and Successions8
7/3/23EX-10Material Contracts82
6/23/23EX-FILING FEESFiling Fees2
6/23/23EX-5Opinions of Counsel re: Legality23
2/10/23 OLDEX-3Articles of Incorporation/Organization and Bylaws  OLD 7
12/6/21 OLDEX-1Underwriting Agreements  (and mislabeled “1st Exhibits”)  OLD 11
10/12/21 OLDEX-4Instruments, Including Indentures, Defining the Rights of Security Holders  OLD 12
9/9/21 OLDEX-25Statements of Eligibility to Act as a Trustee — Forms T-1 & T-2  OLD 2

Additional Exhibits: 
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3/19/24 New Exhibit this Past Month!EX-99Miscellaneous Exhibits, such as Press Releases  New Exhibit this Past Month!  — Press Releases
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& Conference Calls
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91

Financials: 
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4/15/24 New Report this Past Month!XML  &  R#IDEA Financial Reports Info  New Report this Past Month!  — Financial Reports
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2,167
4/15/24 New Workbook this Past Month!EXCELIDEA Workbooks of Financial Reports Info  New Workbook this Past Month!  — Workbooks of Financial Reports
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117
4/15/24 New Exhibit this Past Month!EX-101.*XBRL Data  (XBRL Files)  New Exhibit this Past Month! 476
4/15/24 New Exhibit this Past Month!JSONXBRL Instances as JavaScript Object Notation Data  (JSON Files)  New Exhibit this Past Month! 93
4/15/24 New Folder this Past Month!ZIPXBRL Zipped Folders
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  (Folders of XBRL Files)  New Folder this Past Month! 
113
3/22/24 New Exhibit this Past Month!EX-31Certifications — §302 – SOA’02  New Exhibit this Past Month! 78
3/22/24 New Exhibit this Past Month!EX-32Certifications — §906 – SOA’02  New Exhibit this Past Month! 78
6/10/14 OLDEX-16Letter re: a Change in Accountant  OLD 1

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3/22/24 New Graphic this Past Month!GRAPHICPhotos, Images and Graphs  New Graphic this Past Month! 531


Forms
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, Documents
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& Exhibits
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 in  669 Filings
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 Filed re:  Issuer / Subject Company


        
New Filing!  List all Money Managers that own this Security Issuer:  CUSIP 42226A
 

        
Latest Filing  Type    Category    Description        Documents
     
4/5/24 New Document this Past Month!4Ownership:  Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4  New Document this Past Month! 558
3/29/24 New Document this Past Month!3Ownership:  Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  New Document this Past Month! 43
3/26/24 New Document this Past Month!144Ownership:  Notices of Proposed Sales of Securities by Insiders — Form 144  New Document this Past Month! 15
2/13/24SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G42
7/9/19 OLDFWPRegistration:  Prospectus – Free Writing  OLD 1
3/9/16 OLD5Ownership:  Annual Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 5  OLD 2

Letters: 
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10/6/22 OLDLETTERComment and Other Letters from the SEC  [ a.k.a. UPLOAD ]  OLD  — All Correspondence with the SEC8
10/6/22 OLDTEXT-EXTRACTComment and Other Letters from the SEC – PDFs’ Text  [ a.k.a. LETTER ]  OLD 2

General Exhibits: 
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3/29/24 New Exhibit this Past Month!EX-24Powers of Attorney  New Exhibit this Past Month! 60

Additional Exhibits: 
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5/11/15 OLDEX-99Miscellaneous Exhibits, such as Press Releases  OLD 17

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7/9/19 OLDGRAPHICPhotos, Images and Graphs  OLD 13


        

Filings History

Year    # of Filings
In descending order
2024 41
2023 88
2022 80
2021 100
2020 76
2019 78
2018 87
2017 121
2016 102
2015 73
2014 69
2011 1
2008 3

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