HealthEquity, Inc. Contracts & Agreements

Restricted Stock Unit Award Agreement and Grant Notice (Filed With SEC on June 3, 2024)

Custodial Transfer and Asset Purchase Agreement, dated as of September 18, 2023, by and between Conduent Business Services, LLC, and HealthEquity, Inc (Filed With SEC on September 19, 2023)

Letter Agreement, dated June 30, 2023, between Tyson Murdock and the Company (Filed With SEC on July 3, 2023)

Employment Agreement, dated June 13, 2023, between James M. Lucania and the Company (Filed With SEC on June 14, 2023)

Amendment No. 2 to Employment Agreement, dated December 31, 2022, by and between the Company and Larry Trittschuh (Filed With SEC on March 30, 2023)

Employment Agreement, dated January 19, 2022, by and between the Company and Elimelech Rosner (Filed With SEC on March 30, 2023)

Non-Employee Director Compensation Policy (Filed With SEC on March 30, 2023)

Employment Agreement, dated November 9, 2018, by and between the Company and Larry Trittschuh (Filed With SEC on March 31, 2022)

Amendment No. 1 to Employment Agreement, dated December 4, 2018, by and between the Company and Larry Trittschuh (Filed With SEC on March 31, 2022)

Non-Employee Director Compensation Policy (Filed With SEC on March 31, 2022)

Custodial Transfer and Asset Purchase Agreement, dated as of December 4, 2021 by and among HealthEquity, Inc., Health Savings Administrators, L.L.C., FPS Trust Company, LLC and... (Filed With SEC on December 6, 2021)

Termination Agreement, dated as of December 3, 2021 by and among HealthEquity, Inc., MII Life Insurance, Inc., and Further Operations, LLC (fka Viking Acquisition Corp.) (Filed With SEC on December 6, 2021)

Purchase Agreement, dated as of October 4, 2021, between the Company and J.P. Morgan Securities LLC as Representative of the several Initial Purchasers listed in Schedule 1 thereto (Filed With SEC on October 5, 2021)

Purchase Agreement, dated as of September 28, 2021, between the Company and J.P. Morgan Securities LLC as Representative of the several Initial Purchasers listed in Schedule 1... (Filed With SEC on September 30, 2021)

Amended and Restated Asset and Unit Purchase Agreement, dated as of September 7, 2021, by and among Viking Acquisition Corp., HealthEquity, Inc., MII Life Insurance, Incorporated... (Filed With SEC on September 8, 2021)

Asset Purchase Agreement, dated as of September 7, 2021 by and among HealthEquity, Inc., Viking Acquisition Corp. and MII Life Insurance, Incorporated d/b/a Further (Filed With SEC on September 8, 2021)

Custodial Transfer and Asset Purchase Agreement, dated as of April 27, 2021, by and between Fifth Third Bank, National Association, and HealthEquity, Inc (Filed With SEC on April 27, 2021)

Asset and Unit Purchase Agreement, dated as of April 8, 2021, by and among Viking Acquisition Corp., HealthEquity, Inc., MII Life Insurance, Incorporated d/b/a Further and Aware... (Filed With SEC on April 14, 2021)

Employment Agreement between Tyson Murdock and the Company (Filed With SEC on April 1, 2021)

Stock Purchase Agreement, dated as of March 8, 2021 between HealthEquity, Inc., the Sellers listed on Schedule 1 and Evan McCordick, solely as the Sellers Representative (Filed With SEC on March 8, 2021)

Underwriting Agreement, dated as of February 16, 2021, by and between HealthEquity, Inc. and BofA Securities, Inc (Filed With SEC on February 17, 2021)

Press Release issued by HealthEquity, Inc. on December 4, 2020 (Filed With SEC on December 4, 2020)

Transition and Separation Agreement between the Company and Darcy Mott, dated (Filed With SEC on September 9, 2020)

Underwriting Agreement, dated as of July 8, 2020, by and among HealthEquity, Inc., Wells Fargo Securities, LLC, J.P. Morgan Securities LLC and the other several underwriters named... (Filed With SEC on July 9, 2020)

Transition, Separation and Release Agreement between the Company and Ashley Dreier, dated February 13, 2020 (Filed With SEC on June 4, 2020)

Amendment No. 1 to Employment Agreement between the Company and Jon Kessler, dated April 1, 2017 (Filed With SEC on June 4, 2020)

Description of Securities of the Registrant (Filed With SEC on March 31, 2020)

Office Lease (Filed With SEC on January 27, 2020)

Lease Termination Agreement (Filed With SEC on January 23, 2020)

Project Pacific Commitment Letter, dated as of July 12, 2019, by and among HealthEquity, Inc., Wells Fargo Bank, National Association and Wells Fargo Securities, LLC, Goldman... (Filed With SEC on July 16, 2019)

Underwriting Agreement, dated as of July 9, 2019, by and among HealthEquity, Inc., Wells Fargo Securities, LLC and the other several underwriters named therein (Filed With SEC on July 11, 2019)

Project Pacific Commitment Letter, dated as of June 26, 2019, by and among HealthEquity, Inc., Wells Fargo Bank, National Association and Wells Fargo Securities, LLC (Filed With SEC on June 27, 2019)

Agreement and Plan of Merger, dated as of June 26, 2019, by and among HealthEquity, Inc., WageWorks, Inc. and Pacific Merger Sub Inc (Filed With SEC on June 27, 2019)

First Amendment to Credit Agreement, dated March 8, 2019 (Filed With SEC on June 6, 2019)

Employment Agreement, dated February 27, 2017, by and between the Registrant and Bill Otten (Filed With SEC on March 28, 2019)

Employment Agreement, dated April 5, 2018, by and between the Registrant and Ashley Dreier (Filed With SEC on March 28, 2019)

Restricted Stock Award Agreement (Filed With SEC on March 28, 2019)

Third Amendment to Lease Agreement, dated September 26, 2018, by and between the Company and the Landlord (Filed With SEC on March 28, 2019)

Amended and Restated Non-Employee Director Compensation Policy (Filed With SEC on March 28, 2019)

Lease Agreement, dated September 27, 2018, by and between the Company and the Landlord (Filed With SEC on December 6, 2018)

Third Amendment to Amended and Restated Lease Agreement, dated September 27, 2018, by and between the Company and the Landlord (Filed With SEC on December 6, 2018)

Fourth Amendment to Amended and Restated Lease Agreement, dated September 27, 2018, by and between the Company and the Landlord (Filed With SEC on December 6, 2018)

Restricted Stock Unit Award Agreement (Filed With SEC on December 6, 2018)

Employment Agreement, dated June 21, 2018, by and between the Registrant and Ted Bloomberg (Filed With SEC on September 6, 2018)

Team Member Confidentiality and Non-Competition Agreement, dated June 21, 2018, by and between the Registrant and Ted Bloomberg (Filed With SEC on September 6, 2018)

Amendment to Executive Change in Control Severance Plan (Filed With SEC on September 6, 2018)

Employment Agreement, dated June 1, 2018, by and between the Registrant and Angelique Hill (Filed With SEC on June 7, 2018)

Team Member Confidentiality and Non-Competition Agreement, dated April 13, 2018, by and between the Registrant and Angelique Hill (Filed With SEC on June 7, 2018)

Amended and Restated Non-Employee Director Compensation Policy (Filed With SEC on March 28, 2018)

FIRST AMENDMENT TO AMENDED AND RESTATED LEASE AGREEMENT (Filed With SEC on June 8, 2017)

SECOND AMENDMENT TO AMENDED AND RESTATED LEASE AGREEMENT (Filed With SEC on June 8, 2017)

FIRST AMENDMENT TO LEASE AGREEMENT (Filed With SEC on December 8, 2016)

SECOND AMENDMENT TO LEASE AGREEMENT (Filed With SEC on December 8, 2016)

HEALTHEQUITY, INC. 2,500,000 Shares of Common Stock, par value $0.0001 per share Underwriting Agreement (Filed With SEC on October 24, 2016)

HEALTHEQUITY, INC. AMENDED AND RESTATED NON-EMPLOYEE DIRECTOR COMPENSATION POLICY (as amended and restated effective as of April 20, 2016) (Filed With SEC on June 9, 2016)

HEALTHEQUITY, INC. NON-EMPLOYEE DIRECTOR COMPENSATION POLICY (as amended and restated effective as of September 29, 2015) (Filed With SEC on December 9, 2015)

ASSET PURCHASE AGREEMENT by and between THE BANCORP BANK and HEALTHEQUITY, INC., dated as of October 23, 2015 TABLE OF CONTENTS (Filed With SEC on October 26, 2015)

CREDIT AGREEMENT dated as of September 30, 2015 among HEALTHEQUITY, INC. The Lenders Party Hereto and JPMORGAN CHASE BANK, N.A. as Administrative Agent (Filed With SEC on October 6, 2015)

HEALTHEQUITY, INC. 3,000,000 Shares of Common Stock, par value $0.0001 per share Underwriting Agreement (Filed With SEC on September 23, 2015)

TEAM MEMBER CONFIDENTIALITY AND INTELLECTUAL PROPERTY TRANSFER AGREEMENT (Filed With SEC on September 10, 2015)

LEASE AGREEMENT (Filed With SEC on June 11, 2015)

AMENDED AND RESTATED LEASE AGREEMENT (Filed With SEC on June 11, 2015)

HEALTHEQUITY, INC. NON-EMPLOYEE DIRECTOR COMPENSATION POLICY (as amended and restated effective as of March 25, 2015) (Filed With SEC on June 11, 2015)

HEALTHEQUITY, INC. [] Shares of Common Stock, par value $0.0001 per share Underwriting Agreement (Filed With SEC on May 4, 2015)

SEVENTH AMENDMENT TO OFFICE LEASE AGREEMENT (Filed With SEC on March 31, 2015)

SEPARATION AND RELEASE AGREEMENT (Filed With SEC on October 27, 2014)

*** [Remainder of Page Intentionally Left Blank] (Filed With SEC on October 27, 2014)

EMPLOYMENT AGREEMENT (Filed With SEC on September 12, 2014)

HEALTHEQUITY, INC. 2009 STOCK PLAN (Filed With SEC on July 24, 2014)

HEALTHEQUITY, INC. [ ] Shares of Common Stock, par value $0.0001 per share Underwriting Agreement (Filed With SEC on July 17, 2014)

Additional abbreviations may also be used though not in the above list. (Filed With SEC on July 16, 2014)

FORM OF INDEMNIFICATION AGREEMENT (Filed With SEC on July 16, 2014)

HEALTHEQUITY, INC. 2014 EQUITY INCENTIVE PLAN ADOPTED BY THE BOARD OF DIRECTORS:JANUARY 30, 2014 AMENDED AND RESTATED BYTHE BOARD OF DIRECTORS: JULY 14, 2014 APPROVED BY THE... (Filed With SEC on July 16, 2014)

HealthEquity Executive Bonus Plan For Fiscal Year 2015 (Filed With SEC on July 16, 2014)

HEALTHEQUITY, INC. NON-EMPLOYEE DIRECTOR COMPENSATION POLICY (Filed With SEC on July 16, 2014)

HEALTHEQUITY, INC. AMENDED AND RESTATED REGISTRATION RIGHTS AGREEMENT (Filed With SEC on June 10, 2014)

COMMON STOCK PURCHASE WARRANTS HEALTHEQUITY, INC. Incorporated Under the Laws of the State of Delaware (Filed With SEC on June 10, 2014)

CERTIFICATE FOR COMMON STOCK PURCHASE WARRANTS Incorporated Under the Laws of the State of Delaware (Filed With SEC on June 10, 2014)

CERTIFICATE FOR COMMON STOCKPURCHASE WARRANTS Incorporated Under the Laws of the State of Delaware (Filed With SEC on June 10, 2014)

HEALTHEQUITY, INC. 2014 EQUITY INCENTIVE PLAN ADOPTED BY THE BOARD OF DIRECTORS:JANUARY 30, 2014 TERMINATION DATE: JANUARY 30, 2024 (Filed With SEC on June 10, 2014)

HEALTHEQUITY, INC. 2009 STOCK PLAN (Filed With SEC on June 10, 2014)

HEALTHEQUITY, INC. 2006 STOCK PLAN (Filed With SEC on June 10, 2014)

HEALTHEQUITY, INC. 2005 STOCK PLAN (Filed With SEC on June 10, 2014)

HEALTHEQUITY, INC. 2003 DIRECTOR STOCK PLAN (Filed With SEC on June 10, 2014)

HEALTHEQUITY, INC. 2003 STOCK PLAN (Filed With SEC on June 10, 2014)

INDEPENDENT CONTRACTOR AGREEMENT (Filed With SEC on June 10, 2014)

EMPLOYMENT AGREEMENT (Filed With SEC on June 10, 2014)

HealthEquity Executive Bonus Plan FY14 CONFIDENTIAL (Filed With SEC on June 10, 2014)

THE POINTE THE POINTE I DRAPER, UTAH OFFICE LEASE AGREEMENT BETWEEN TP BUILDING I, LLC, a Utah limited liability company (LANDLORD) AND HEALTHEQUITY, INC., a Delaware corporation... (Filed With SEC on June 10, 2014)

FIRST AMENDMENT TO OFFICE LEASE AGREEMENT (Filed With SEC on June 10, 2014)

SECOND AMENDMENT TO OFFICE LEASE AGREEMENT (Filed With SEC on June 10, 2014)

THIRD AMENDMENT TO OFFICE LEASE AGREEMENT (Filed With SEC on June 10, 2014)

FOURTH AMENDMENT TO OFFICE LEASE AGREEMENT (Filed With SEC on June 10, 2014)

FIFTH AMENDMENT TO OFFICE LEASE AGREEMENT (Filed With SEC on June 10, 2014)

SIXTH AMENDMENT TO OFFICE LEASE AGREEMENT (Filed With SEC on June 10, 2014)

LEASE AGREEMENT COMMERCE PLAZA PHASE II (Filed With SEC on June 10, 2014)

HEALTHEQUITY, INC. SECTION 409A SPECIFIED EMPLOYEE POLICY (Filed With SEC on June 10, 2014)

EMPLOYMENT AGREEMENT (Filed With SEC on June 10, 2014)

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HealthEquity, Inc. Contracts & Agreements