Latest filings (excl ownership)
ARS
2024 FY
Annual report to shareholders
17 May 24
DEFA14A
Additional proxy soliciting materials
17 May 24
DEF 14A
Definitive proxy
17 May 24
8-K
HealthEquity Closes Acquisition of BenefitWallet HSA Portfolio
14 May 24
8-K
Departure of Directors or Certain Officers
25 Apr 24
8-K
Regulation FD Disclosure
15 Apr 24
10-K
2024 FY
Annual report
22 Mar 24
8-K
Results of Operations and Financial Condition
19 Mar 24
8-K
Regulation FD Disclosure
13 Mar 24
8-K
HealthEquity Reports Year-End Sales Metrics
21 Feb 24
8-K
Presentation at J.P. Morgan Healthcare Conference; Investor Day
8 Jan 24
10-Q
2024 Q3
Quarterly report
5 Dec 23
8-K
Results of Operations and Financial Condition
5 Dec 23
8-K
Entry into a Material Definitive Agreement
19 Sep 23
10-Q
2024 Q2
Quarterly report
5 Sep 23
8-K
Delivers Record HSA Asset Growth, Margin Expansion
5 Sep 23
8-K
Departure of Directors or Certain Officers
28 Jul 23
8-K
Departure of Directors or Certain Officers
3 Jul 23
S-8
Registration of securities for employees
23 Jun 23
8-K
Submission of Matters to a Vote of Security Holders
22 Jun 23
8-K
Departure of Directors or Certain Officers
14 Jun 23
10-Q
2024 Q1
Quarterly report
7 Jun 23
8-K
Results of Operations and Financial Condition
5 Jun 23
8-K
Entry into a Material Definitive Agreement
2 Jun 23
ARS
2023 FY
Annual report to shareholders
12 May 23
DEFA14A
Additional proxy soliciting materials
12 May 23
DEF 14A
Definitive proxy
12 May 23
8-K
Departure of Directors or Certain Officers
13 Apr 23
10-K
2023 FY
Annual report
30 Mar 23
8-K
Results of Operations and Financial Condition
21 Mar 23
8-K
Regulation FD Disclosure
13 Mar 23
8-K
HealthEquity Reports Record HSA Sales, Asset Growth
14 Feb 23
8-K
Amendments to Articles of Incorporation or Bylaws
10 Feb 23
8-K
Presentation at J.P. Morgan Healthcare Conference
9 Jan 23
10-Q
2023 Q3
Quarterly report
8 Dec 22
8-K
Results of Operations and Financial Condition
6 Dec 22
UPLOAD
Letter from SEC
6 Oct 22
CORRESP
Correspondence with SEC
14 Sep 22
10-Q
2023 Q2
Quarterly report
8 Sep 22
8-K
Results of Operations and Financial Condition
6 Sep 22
Latest ownership filings
4
Elimelech Rosner
5 Apr 24
4
Stephen Neeleman
5 Apr 24
4
Delano Ladd
5 Apr 24
4
Jon Kessler
3 Apr 24
4
Delano Ladd
3 Apr 24
4
Stephen Neeleman
3 Apr 24
4
Stephen Neeleman
29 Mar 24
4
Jon Kessler
29 Mar 24
4
Delano Ladd
29 Mar 24
4
Elimelech Rosner
29 Mar 24
4
James M Lucania
29 Mar 24
4
Slim Aissi
29 Mar 24
3
Michael Henry Fiore
29 Mar 24
4
Evelyn S Dilsaver
28 Mar 24
144
Notice of proposed sale of securities
26 Mar 24
4
Jon Kessler
26 Mar 24
144
Notice of proposed sale of securities
22 Mar 24
4
Delano Ladd
5 Mar 24
144
Notice of proposed sale of securities
1 Mar 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
4
Delano Ladd
9 Feb 24
144
Notice of proposed sale of securities
9 Feb 24
SC 13G/A
WASATCH ADVISORS LP
9 Feb 24
SC 13G/A
FMR LLC
9 Feb 24
4
Rajesh Natarajan
5 Feb 24
4
Stuart B. Parker
5 Feb 24
4
ADRIAN T DILLON
5 Feb 24
3
Slim Aissi
25 Jan 24
SC 13G/A
BlackRock Inc.
23 Jan 24
4
Stephen Neeleman
9 Jan 24
4
Elimelech Rosner
9 Jan 24
4
Delano Ladd
9 Jan 24
144
Notice of proposed sale of securities
8 Jan 24
4
Tyson D. Murdock
2 Jan 24
4
Stephen Neeleman
2 Jan 24
4
Ian Sacks
21 Dec 23
4
Elimelech Rosner
13 Dec 23
4
Tyson D. Murdock
13 Dec 23
4
Stephen Neeleman
12 Dec 23
144
Notice of proposed sale of securities
11 Dec 23