TickerFacts.

A business in context

HQY research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-09-08 · 8005 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 10-Q · Quarterly report

    Report date 2026-07-31 · 0001428336-26-000041

  2. 8-K · Current report

    Report date 2026-08-27 · 0001428336-26-000040 · Items 2.02,9.01

  3. 4 · Ownership change

    Report date 2026-08-25 · 0001163402-26-000004

  4. 4 · Ownership change

    Report date 2026-07-10 · 0002016116-26-000020

  5. 4 · Ownership change

    Report date 2026-07-09 · 0002076763-26-000006

  6. 4 · Ownership change

    Report date 2026-07-08 · 0002016116-26-000018

  7. 4 · Ownership change

    Report date 2026-07-08 · 0001715537-26-000014

  8. 4 · Ownership change

    Report date 2026-07-08 · 0001683056-26-000020

  9. 4 · Ownership change

    Report date 2026-07-08 · 0001638683-26-000014

  10. 4 · Ownership change

    Report date 2026-07-08 · 0001614838-26-000018

  11. 8-K · Current report

    Report date 2026-06-25 · 0001428336-26-000034 · Items 5.07,9.01

  12. 10-Q · Quarterly report

    Report date 2026-04-30 · 0001428336-26-000028

  13. 8-K · Current report

    Report date 2026-05-28 · 0001428336-26-000027 · Items 2.02,9.01

  14. DEF 14A · Proxy statement

    Report date 2026-01-31 · 0001428336-26-000022

  15. 8-K · Current report

    Report date 2026-05-05 · 0001428336-26-000016 · Items 5.02,9.01

  16. 8-K · Current report

    Report date 2026-04-06 · 0001428336-26-000014 · Items 5.02,9.01

  17. 8-K · Current report

    Report date 2026-03-26 · 0001428336-26-000012 · Items 5.02,7.01,9.01

  18. 10-K · Annual report

    Report date 2026-01-31 · 0001428336-26-000010

  19. 8-K · Current report

    Report date 2026-03-17 · 0001428336-26-000009 · Items 2.02,9.01

  20. 8-K · Current report

    Report date 2026-02-17 · 0001428336-26-000005 · Items 2.02,9.01

  21. 8-K · Current report

    Report date 2026-01-12 · 0001428336-26-000003 · Items 7.01,9.01

  22. 10-Q · Quarterly report

    Report date 2025-10-31 · 0001428336-25-000036

  23. 8-K · Current report

    Report date 2025-12-03 · 0001428336-25-000035 · Items 2.02,9.01

  24. 10-Q · Quarterly report

    Report date 2025-07-31 · 0001428336-25-000029

  25. 8-K · Current report

    Report date 2025-09-02 · 0001428336-25-000028 · Items 2.02,9.01

  26. 8-K · Current report

    Report date 2025-06-26 · 0001428336-25-000024 · Items 5.07,7.01,9.01

  27. 10-Q · Quarterly report

    Report date 2025-04-30 · 0001428336-25-000022

  28. 8-K · Current report

    Report date 2025-06-03 · 0001428336-25-000021 · Items 2.02,9.01

  29. DEF 14A · Proxy statement

    Report date 2025-01-31 · 0001428336-25-000016

  30. 8-K · Current report

    Report date 2025-04-22 · 0001428336-25-000011 · Items 5.02,9.01

  31. 10-K · Annual report

    Report date 2025-01-31 · 0001428336-25-000009

  32. 8-K · Current report

    Report date 2025-03-18 · 0001428336-25-000008 · Items 2.02,9.01

  33. 8-K · Current report

    Report date 2025-02-18 · 0001428336-25-000004 · Items 2.02,9.01

  34. 8-K · Current report

    Report date 2025-01-13 · 0001428336-25-000002 · Items 7.01,9.01

  35. 10-Q · Quarterly report

    Report date 2024-10-31 · 0001428336-24-000110

  36. 8-K · Current report

    Report date 2024-12-09 · 0001428336-24-000109 · Items 2.02,9.01

  37. 8-K · Current report

    Report date 2024-11-27 · 0001428336-24-000106 · Items 1.01,9.01

  38. 8-K · Current report

    Report date 2024-11-11 · 0001428336-24-000104 · Items 5.02,7.01,9.01

  39. 10-Q · Quarterly report

    Report date 2024-07-31 · 0001428336-24-000102

  40. 8-K · Current report

    Report date 2024-09-03 · 0001428336-24-000101 · Items 2.02,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 3 transaction rows3SGrant / award: 8 transaction rows8AExercise / conversion: 2 transaction rows2MTax / exercise payment: 9 transaction rows9FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

22 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-25
2026-06-29
Gassen WilliamA · Grant / award
Acquired
Common Stock2877.00.0
2026-06-25
2026-06-29
Parker Stuart B.A · Grant / award
Acquired
Common Stock2877.00.0
2026-06-25
2026-06-29
Natarajan RajeshA · Grant / award
Acquired
Common Stock2877.00.0
2026-06-25
2026-06-29
McCowan Debra CharlotteA · Grant / award
Acquired
Common Stock2877.00.0
2026-06-25
2026-06-29
Wellborn Gayle FurgursonA · Grant / award
Acquired
Common Stock2877.00.0
2026-06-25
2026-06-29
Dilsaver Evelyn SA · Grant / award
Acquired
Common Stock2877.00.0
2026-06-25
2026-06-29
DILLON ADRIAN TA · Grant / award
Acquired
Common Stock2877.00.0
2026-06-25
2026-06-29
SELANDER ROBERT WA · Grant / award
Acquired
Common Stock2877.00.0
2026-05-29
2026-06-02
Fiore Michael Henry
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3142.095.0
2026-05-28
2026-06-01
Wellborn Gayle Furgurson
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2439.090.0
2026-05-28
2026-06-01
Wellborn Gayle Furgurson
10b5-1 checkbox reported
M · Exercise / conversion
Acquired
Common Stock2439.047.21
2026-05-28
2026-06-01
Wellborn Gayle Furgurson
10b5-1 checkbox reported
M · Exercise / conversion
Disposed
Stock Option (right to buy)
Derivative security
2439.00.0
2026-05-28
2026-06-01
Ladd Delano
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock7500.090.0
2026-04-06
2026-04-08
Fiore Michael HenryF · Tax / exercise payment
Disposed
Common Stock3378.083.84
2026-04-06
2026-04-08
Rosner ElimelechF · Tax / exercise payment
Disposed
Common Stock4768.083.84
2026-04-06
2026-04-08
Cutler ScottF · Tax / exercise payment
Disposed
Common Stock4931.083.84
2026-04-06
2026-04-08
Ladd DelanoF · Tax / exercise payment
Disposed
Common Stock2481.083.84
2026-04-06
2026-04-08
Lucania James MF · Tax / exercise payment
Disposed
Common Stock4393.083.84
2026-04-06
2026-04-08
Neeleman StephenF · Tax / exercise payment
Disposed
Common Stock2559.083.84
2026-03-31
2026-04-02
Rosner ElimelechF · Tax / exercise payment
Disposed
Common Stock18010.082.53
2026-03-31
2026-04-02
Ladd DelanoF · Tax / exercise payment
Disposed
Common Stock7726.082.53
2026-03-31
2026-04-02
Neeleman StephenF · Tax / exercise payment
Disposed
Common Stock9292.082.53

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001428336HEALTHEQUITY, INC.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names
  • HEALTHEQUITY INC · former SEC name · 2008-02-22 to 2019-06-06

Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2025-01-31$1.20B$1.27B
2024-01-31$999.59M$1.09B
2023-01-31$861.75M$977.98M
2022-01-31$756.56M$926.47M
2021-01-31$733.57M$945.33M
2020-01-31$531.99M$693.36M
2019-01-31$287.24M$381.46M
2018-01-31$229.53M$312.12M

Bureau of Labor Statistics · retrieved 2026-09-08 · 9 selected series; gaps remain missing

Explore the CPI history ↗