Investor FAQs

Company Inquiries

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How many employees does HealthEquity have?: As of January 31, 2021, we had 3,001 full-time team members and 38 part-time team members.
Who makes up the HealthEquity Executive Management team and Board of Directors?: Executive Management
Board of Directors
Whom should I contact regarding investor inquiries?: Additional information is available on HealthEquity’s investor relations home page. You may also email rputnam@healthequity.com

General/Corporate

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Where is HealthEquity's corporate headquarters?

Our principal executive office is located at 15 West Scenic Pointe Dr., Suite 100 Draper, UT 84020 Our telephone number is (877) 694-3942.

Where is the company incorporated?

We were incorporated in Delaware on September 18, 2002.

When did HealthEquity go public? What was the price?

HealthEquity went public on July 31, 2014 on the NASDAQ Global Select Stock Exchange. It's IPO price was $14 per share.

What is HealthEquity's fiscal year?

HealthEquity operates on a fiscal calendar that begins on February 1 and ends on January 31. Quarter end dates include:

First Quarter – April 30
Second Quarter - July 31
Third Quarter – October 31
Fourth Quarter – January 31

Where is HealthEquity stock traded, under what ticker symbol?

HealthEquity common stock is traded on the NASDAQ Exchange under the symbol "HQY".

Transfer Agent

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Who is HealthEquity's transfer agent?

The transfer agent and registrar for HealthEquity common stock is American Stock Transfer & Trust Company, LLC. They can be reached at the following address:

6201 15th Avenue

Brooklyn, New York 11219

How do I transfer stock, change the address on my shareholder account, or replace a lost stock certificate?

American Stock Transfer & Trust Company, LLC is available to assist shareholders with changes of address, transfers of stock certificates into another name, and replacement of lost stock certificates.

Does HealthEquity have a direct stock purchase plan?

HealthEquity does not offer a direct stock purchase program.

Investor FAQs

Investor FAQs

Company Inquiries

General/Corporate

Transfer Agent

INVESTOR RELATIONS CONTACT

Richard Putnam