0001415889-23-013052.txt : 20230907 0001415889-23-013052.hdr.sgml : 20230907 20230907131003 ACCESSION NUMBER: 0001415889-23-013052 CONFORMED SUBMISSION TYPE: 3 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230906 FILED AS OF DATE: 20230907 DATE AS OF CHANGE: 20230907 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Lucania James M CENTRAL INDEX KEY: 0001638683 FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-36568 FILM NUMBER: 231241713 MAIL ADDRESS: STREET 1: 101 WOLF DRIVE CITY: THOROFARE STATE: NJ ZIP: 08086 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: HEALTHEQUITY, INC. CENTRAL INDEX KEY: 0001428336 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389] IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0131 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 3 1 form3-09072023_050958.xml X0206 3 2023-09-06 0 0001428336 HEALTHEQUITY, INC. HQY 0001638683 Lucania James M C/O HEALTHEQUITY, INC. 15 W. SCENIC POINTE DR., STE. 100 DRAPER UT 84020 false true false false EVP & CFO Common Stock 64888 D Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on September 6, 2024. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following September 6, 2024. /s/ James Lucania 2023-09-07