IPO registrations (S-1, F-1) · Registrants
HEALTHEQUITY, INC.
- SEC CIK
- 1428336 · filings on EDGAR ↗
- Name on the registration
- HEALTHEQUITY INC
- Former names
- HEALTHEQUITY INC (2008–2019)
- Registration
- Form S-1, first filed 2014-06-10, last 2015-05-04; 2 initial registrations, 4 amendments
- Outcome
- Final prospectus filed 2014-08-01; declared effective 2014-07-30
- Industry (SIC)
- Services-Business Services, NEC 7389
- Incorporated in
- DE
- Business address
- 15 WEST SCENIC POINTE DRIVE, SUITE 100, Draper, UT 84020
- Ticker
- HQY (Nasdaq)
- EDGAR entity type
- operating
- Insiders and CEO pay
- HEALTHEQUITY, INC. on the corporate pages
Offering terms
- Proposed price range
- $10.00–$12.00 per share (S-1/A filed 2014-07-17)
- Final price
- $14.00 per share, above the range (424B4 filed 2014-08-01, an initial public offering)
- Shares sold
- 9,100,000
- Gross proceeds
- $127,400,000 before underwriting discounts and any over-allotment option
- Listing
- Nasdaq under the symbol HQY
- Lead underwriters
- J.P. Morgan (4,095,000 shares); Wells Fargo (2,502,500 shares)
- Syndicate
- Raymond James (1,137,500); Baird (682,500); Truist Securities (682,500)
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Business registration: HealthEquity, Inc. Fuzzy (name and state)
- Business registration: HealthEquity, Inc. Fuzzy (name and state)
- Business registration: HealthEquity, Inc. Fuzzy (name and state)
- Business registration: HEALTHEQUITY, INC. Fuzzy (name and state)
- Business registration: HEALTHEQUITY, INC. Fuzzy (name and state)
- Business registration: HEALTHEQUITY, INC. Fuzzy (name and state)
- Business registration: HEALTHEQUITY, INC. Fuzzy (name and state)
- Business registration: HEALTHEQUITY, INC. Fuzzy (name and state)
- Business registration: HEALTHEQUITY, INC. Fuzzy (name and state)
- Federal award recipient: HEALTHEQUITY, INC. Fuzzy (name and state)
- Lobbying client: HEALTHEQUITY Fuzzy (name and state)
- Lobbying client: HEALTHEQUITY Fuzzy (name and state)
- Lobbying client: HEALTHEQUITY, INC. Fuzzy (name and state)
- Lobbying client: HEALTHEQUITY, INC. Fuzzy (name and state)
- SEC filer: HEALTHEQUITY INC EXACT (CIK (EXACT))
Filings 13
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2014-06-10 | S-1 | S-1 (registration) | HEALTHEQUITY INC | 0001193125-14-232134 ↗ |
| 2014-07-16 | S-1/A | S-1/A (amendment) | HEALTHEQUITY INC | 0001193125-14-270119 ↗ |
| 2014-07-17 | S-1/A | S-1/A (amendment) | HEALTHEQUITY INC | 0001193125-14-271020 ↗ |
| 2014-07-24 | S-1/A | S-1/A (amendment) | HEALTHEQUITY INC | 0001193125-14-279052 ↗ |
| 2014-07-30 | EFFECT | EFFECT (declared effective) | HEALTHEQUITY INC | 9999999995-14-002306 ↗ |
| 2014-08-01 | 424B4 | 424B4 (final prospectus) | HEALTHEQUITY INC | 0001193125-14-291706 ↗ |
| 2015-04-02 | S-1 | S-1 (registration) | HEALTHEQUITY INC | 0001047469-15-003092 ↗ |
| 2015-05-04 | S-1/A | S-1/A (amendment) | HEALTHEQUITY INC | 0001047469-15-004303 ↗ |
| 2015-05-05 | S-1MEF | S-1MEF (added securities) | HEALTHEQUITY INC | 0001047469-15-004406 ↗ |
| 2015-05-05 | EFFECT | EFFECT (declared effective) | HEALTHEQUITY INC | 9999999995-15-001226 ↗ |
| 2015-05-06 | 424B4 | 424B4 (final prospectus) | HEALTHEQUITY INC | 0001047469-15-004447 ↗ |
| 2016-10-19 | 424B4 | 424B4 (final prospectus) | HEALTHEQUITY INC | 0001047469-16-016174 ↗ |
| 2016-10-24 | 424B4 | 424B4 (final prospectus) | HEALTHEQUITY INC | 0001047469-16-016215 ↗ |
Prospectus pages read 3
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2014-07-17 | S-1/A | registration statement | $10.00–$12.00 | $11.00 | 9,100,000 | $100,100,000 | Nasdaq HQY | 5 | primary document; range, price sentence, shares headline, proceeds computed, cover names 5 | document ↗ |
| 2014-07-24 | S-1/A | registration statement | - | - | 0 | primary document; no terms found | document ↗ | |||
| 2014-08-01 | 424B4 | final prospectus | $14.00 | 9,100,000 | $127,400,000 | Nasdaq HQY | 5 | primary document; price sentence, shares headline, proceeds table, underwriting table 5, cover names 5 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| Berkley Capital Investors, L.P. | Other; TenPercentOwner | 23 | 2014–2018 | ||
| Berkley Capital, LLC | Other; TenPercentOwner | 23 | 2014–2018 | ||
| Corvino Frank | Director; Other | 24 | 2014–2024 | ||
| Dreier Ashley | Officer; Other | Executive VP, CTO and CIO; Executive, VP, CTO and CIO; Former Exec, VP, CTO and CIO | 29 | 2014–2020 | |
| Financial Partners Fund I, L.P. | TenPercentOwner | 2 | 2014 | ||
| First HSA, GP | TenPercentOwner | 1 | 2014 | ||
| HealthEquity Founder Holdings, LLC | TenPercentOwner | 1 | 2014 | ||
| Keohan Edward Craig | Officer | Exec VP of Sales & Marketing | 1 | 2014 | |
| Kessler Jon | Director; Director,Officer; Director,Officer,TenPercentOwner; Other | President and CEO; PRESIDENT AND CEO | 60 | 2014–2025 | |
| LEAVITT MICHAEL O | Director | 12 | 2014–2017 | ||
| Medici Frank | Director; Director,TenPercentOwner | 35 | 2014–2020 | ||
| MOTT DARCY G | Officer; Other | Executive VP and CEO; Executive VP and CFO | 67 | 2014–2021 | |
| Napier Park Global Capital GP LLC | TenPercentOwner | 2 | 2014 | ||
| NEELEMAN DAVID | TenPercentOwner | 2 | 2014 | ||
| Neeleman Stephen | Director,Officer; Director,Officer,TenPercentOwner | Founder and Vice Chairman; FOUNDER AND VICE CHAIRMAN | 86 | 2014–2026 | |
| Pershing Sandra | TenPercentOwner | 2 | 2014 | ||
| Pinnacle Health III, LLC | TenPercentOwner | 2 | 2014 | ||
| POMERANTZ ERNEST H | TenPercentOwner | 2 | 2014 | ||
| Rana Manu S | Director | 16 | 2014–2017 | ||
| Sacks Ian | Director; Other | 23 | 2014–2023 | ||
| Dilsaver Evelyn S | Director | 21 | 2014–2026 | ||
| Jensen Frode | Officer | Executive VP, GC & Corp. Secy. | 3 | 2014–2016 | |
| Sydney Matthew | Officer | Exec VP, Sales & Marketing | 6 | 2014–2016 | |
| Soldan Jon | Officer | Exec VP, Operations | 8 | 2015–2018 | |
| SELANDER ROBERT W | Director | 22 | 2015–2026 | ||
| DILLON ADRIAN T | Director | 19 | 2016–2026 | ||
| Ladd Delano | DirectorOther; Officer | EVP, Counsel & Secretary; EVP, GC & CORPORATE SECRETARY; EVP, General Counsel; Executive VP, GC & Corp. Secy. | 49 | 2016–2026 | |
| ROBINSON GARY D | Officer | EVP, Chief Marketing Officer | 6 | 2017–2018 | |
| Otten William Robert | Officer; Other | Executive VP of Sales | 19 | 2017–2021 | |
| Wellborn Gayle Furgurson | Director | 17 | 2017–2026 | ||
| BERKLEY W R CORP | Other; TenPercentOwner | 11 | 2017–2018 | ||
| McCowan Debra Charlotte | Director | 15 | 2018–2026 | ||
| Hill Angelique Christine | Officer | Exec VP, Operations | 11 | 2018–2021 | |
| Bloomberg Edward | Officer | Chief Operating Officer; CHIEF OPERATING OFFICER | 13 | 2018–2022 | |
| Trittschuh Larry L | Officer; Other | EVP Chief Security Officer; EVP CHIEF SECURITY OFFICER | 24 | 2018–2023 | |
| Hostetter Adam J | Officer | EVP Chief Marketing Officer | 6 | 2019–2021 | |
| Parker Stuart B. | Director | 16 | 2020–2026 | ||
| Murdock Tyson D. | Officer; Other | EVP & CFO | 14 | 2021–2024 | |
| Rosner Elimelech | Officer | EVP, Chief Technology Officer; EVP, CHIEF TECHNOLOGY OFFICER | 27 | 2022–2026 | |
| Natarajan Rajesh | Director | 10 | 2022–2026 | ||
| Black Paul | Director | 4 | 2022–2024 | ||
| Lucania James M | Officer | EVP & CFO | 12 | 2023–2026 | |
| Aissi Slim | Officer | EVP, Chief Security Officer; EVP, CHIEF SECURITY OFFICER | 2 | 2024 | |
| Fiore Michael Henry | Officer | EVP, CHIEF COMMERCIAL OFFICER | 12 | 2024–2026 | |
| Cutler Scott | Director,Officer | President and CEO | 6 | 2025–2026 | |
| Gathright Michael | Officer | Chief Customer Officer | 3 | 2025–2026 | |
| Gassen William | Director | 2 | 2026 | ||
| Rajasekar Sunil | Officer | EVP Chief Prod & Strat Officer | 1 | 2026 | |
| Heuland Noemie Clemence | Director | 1 | 2026 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Business registration | HealthEquity, Inc. | UT | State business registries | name and state |
| Business registration | HealthEquity, Inc. | UT | State business registries | name and state |
| Business registration | HealthEquity, Inc. | UT | State business registries | name and state |
| Business registration | HEALTHEQUITY, INC. | UT | State business registries | name and state |
| Business registration | HEALTHEQUITY, INC. | UT | State business registries | name and state |
| Business registration | HEALTHEQUITY, INC. | UT | State business registries | name and state |
| Business registration | HEALTHEQUITY, INC. | UT | State business registries | name and state |
| Business registration | HEALTHEQUITY, INC. | UT | State business registries | name and state |
| Business registration | HEALTHEQUITY, INC. | UT | State business registries | name and state |
| Contractor | HEALTH EQUITY | UT | Nonprofit contractors (Form 990) | same street address and ZIP code, 15 W SCENIC POINTE DR STE 100 84020 (FUZZY: a shared address, not proof of a shared organization) |
| Contractor | HEALTHEQUITY INC | UT | Nonprofit contractors (Form 990) | name and state |
| Federal award recipient | HEALTHEQUITY, INC. | UT | Federal spending (USAspending) | name and state |
| Lobbying client | HEALTHEQUITY | UT | Federal lobbying (LDA) | name and state |
| Lobbying client | HEALTHEQUITY | UT | Federal lobbying (LDA) | name and state |
| Lobbying client | HEALTHEQUITY, INC. | UT | Federal lobbying (LDA) | name and state |
| Lobbying client | HEALTHEQUITY, INC. | UT | Federal lobbying (LDA) | name and state |
| SEC filer | HEALTHEQUITY, INC. | SEC filers (EDGAR) | CIK (EXACT) | |
| Trademark owner | HealthEquity, Inc. | UT | Trademarks (USPTO) | name and state |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.