Welcome to our dedicated page for Healthequity SEC filings (Ticker: HQY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking how custodial cash turns into revenue—and how shifting healthcare policy may impact it—means wading through dense HealthEquity reports. Each 10-K details millions in HSA assets, while every 8-K discloses new bank partnerships and acquisition costs. If you have ever searched for “HealthEquity insider trading Form 4 transactions” or tried to map service-fee trends across quarters, you know the challenge.
Stock Titan solves it. Our AI reads every HealthEquity quarterly earnings report 10-Q filing and highlights interchange income, member growth, and segment margins in plain English. Form 4 alerts surface HealthEquity Form 4 insider transactions real-time, so you can monitor executive activity without refreshing EDGAR. Need deeper context? Click any headline for concise notes that make HealthEquity SEC filings explained simply—no more scrolling through footnotes.
Whether you are comparing custodial spread in the HealthEquity annual report 10-K simplified, analysing CEO pay via the HealthEquity proxy statement executive compensation, or following surprise announcements with HealthEquity 8-K material events explained, our platform keeps every disclosure in one place. Practical use cases include: spotting HSA asset inflows before earnings, tracking regulatory risk language shift, and reviewing HealthEquity executive stock transactions Form 4 before material events. From HealthEquity earnings report filing analysis to understanding HealthEquity SEC documents with AI, all forms update instantly—giving you a head start on the numbers that drive this consumer-directed benefits leader.
HealthEquity reported continued scale in its HSA business and active capital and risk management steps. The company administered 10.0 million HSAs with $33.1 billion of HSA Assets and 17.1 million total accounts. It completed the BenefitWallet HSA portfolio acquisition for $425.0 million, financed in part with $225.0 million of borrowings under its revolving credit facility. Deferred revenue was $11.5 million versus $17.1 million at year-end. The company uses Treasury bond forwards as cash-flow hedges to manage interest-rate exposure on expected transitions of HSA cash. Net income for the six months rose 76% year-over-year, driven by higher gross profit and lower operating expenses. Revolving credit outstanding was $411.9 million and the 4.50% senior notes fair value was $578.9 million. Management expects existing liquidity and the credit facility to be sufficient for at least the next 12 months.