0001950047-24-001626.txt : 20240301 0001950047-24-001626.hdr.sgml : 20240301 20240301161320 ACCESSION NUMBER: 0001950047-24-001626 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240301 DATE AS OF CHANGE: 20240301 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: HEALTHEQUITY, INC. CENTRAL INDEX KEY: 0001428336 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: 144 SEC ACT: 1933 Act SEC FILE NUMBER: 001-36568 FILM NUMBER: 24709857 BUSINESS ADDRESS: STREET 1: 15 WEST SCENIC POINTE DRIVE STREET 2: SUITE 100 CITY: DRAPER STATE: UT ZIP: 84020 BUSINESS PHONE: 801-727-1000 MAIL ADDRESS: STREET 1: 15 WEST SCENIC POINTE DRIVE STREET 2: SUITE 100 CITY: DRAPER STATE: UT ZIP: 84020 FORMER COMPANY: FORMER CONFORMED NAME: HEALTHEQUITY INC DATE OF NAME CHANGE: 20080227 REPORTING-OWNER: COMPANY DATA: COMPANY CONFORMED NAME: Ladd Delano CENTRAL INDEX KEY: 0001683056 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: 15W. SCENIC POINTE DR., SUITE 100 CITY: DRAPER STATE: UT ZIP: 84020 144 1 primary_doc.xml 144 0001683056 XXXXXXXX LIVE 0001428336 HEALTHEQUITY, INC. 001-36568 15 West Scenic Pointe Drive Suite 100 Draper UT 84020 (801) 727-1000 DELANO W LADD IV Officer Common Morgan Stanley Smith Barney LLC Executive Financial Services

1 New York Plaza 8th Floor New York NY 10004

2558 211265.22 85801144 03/01/2024 NASDAQ COMMON 03/26/2022 Restricted Stock ISSUER N 666 03/26/2022 Not Applicable COMMON 03/26/2020 Restricted Stock ISSUER N 661 03/26/2020 Not Applicable COMMON 03/26/2023 Restricted Stock ISSUER N 674 03/26/2023 Not Applicable COMMON 03/26/2021 Restricted Stock ISSUER N 557 03/26/2021 Not Applicable N DELANO W LADD IV

15 West Scenic Pointe Drive Suite 100 Draper UT 84020

Common 02/09/2024 2499 199920.00 DELANO W LADD IV

15 West Scenic Pointe Drive Suite 100 Draper UT 84020

Common 01/08/2024 2586 181020.00 DELANO W LADD IV

15 West Scenic Pointe Drive Suite 100 Draper UT 84020

Common 01/05/2024 188 12715.69 03/01/2024 09/22/2023 /s/ Delano Ladd