HealthEquity, Inc. Contracts & Agreements

102 Contracts & Agreements
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Filed
Employment Agreement, dated June 1, 2018, by and between the Registrant and Angelique Hill
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
2018
Restricted Stock Unit Award Agreement and Grant Notice
HealthEquity, Inc.
2024
Custodial Transfer and Asset Purchase Agreement, dated as of September 18, 2023, by and between Conduent Business Services, LLC, and HealthEquity, Inc
Purchase Agreements
HealthEquity, Inc.
2023
Letter Agreement, dated June 30, 2023, between Tyson Murdock and the Company
HealthEquity, Inc.
2023
Employment Agreement, dated June 13, 2023, between James M. Lucania and the Company
Employment Agreements
HealthEquity, Inc.
2023
Amendment No. 2 to Employment Agreement, dated December 31, 2022, by and between the Company and Larry Trittschuh
Employment Agreements
HealthEquity, Inc.
2023
Employment Agreement, dated January 19, 2022, by and between the Company and Elimelech Rosner
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
UT
2023
Non-Employee Director Compensation Policy
Compensation Agreements
HealthEquity, Inc.
Health Care Providers & Services
2023
Employment Agreement, dated November 9, 2018, by and between the Company and Larry Trittschuh
Employment Agreements
HealthEquity, Inc.
2022
Amendment No. 1 to Employment Agreement, dated December 4, 2018, by and between the Company and Larry Trittschuh
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
2022
Non-Employee Director Compensation Policy
Compensation Agreements
HealthEquity, Inc.
Health Care Providers & Services
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...
Purchase Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
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.)
Termination Agreements
HealthEquity, Inc.
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
Purchase Agreements
HealthEquity, Inc.
Health Care Providers & Services
NY
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...
Purchase Agreements
HealthEquity, Inc.
Health Care Providers & Services
NY
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...
Purchase Agreements
HealthEquity, Inc.
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
Purchase Agreements
HealthEquity, Inc.
2021
Custodial Transfer and Asset Purchase Agreement, dated as of April 27, 2021, by and between Fifth Third Bank, National Association, and HealthEquity, Inc
Purchase Agreements
HealthEquity, Inc.
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...
Purchase Agreements
HealthEquity, Inc.
2021
Employment Agreement between Tyson Murdock and the Company
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
UT
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
Stock Agreements
HealthEquity, Inc.
Health Care Providers & Services
WA
2021
Underwriting Agreement, dated as of February 16, 2021, by and between HealthEquity, Inc. and BofA Securities, Inc
Underwriting Agreements
HealthEquity, Inc.
2021
Press Release issued by HealthEquity, Inc. on December 4, 2020
Release Agreements
HealthEquity, Inc.
2020
Transition and Separation Agreement between the Company and Darcy Mott, dated
Separation Agreements
HealthEquity, Inc.
Health Care Providers & Services
UT
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...
Underwriting Agreements
HealthEquity, Inc.
Health Care Providers & Services
NY
2020
Transition, Separation and Release Agreement between the Company and Ashley Dreier, dated February 13, 2020
Separation Agreements
HealthEquity, Inc.
2020
Amendment No. 1 to Employment Agreement between the Company and Jon Kessler, dated April 1, 2017
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
2020
Description of Securities of the Registrant
HealthEquity, Inc.
Health Care Providers & Services
2020
Office Lease
Lease Agreements
HealthEquity, Inc.
2020
Lease Termination Agreement
Lease Agreements
HealthEquity, Inc.
Health Care Providers & Services
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...
HealthEquity, Inc.
Health Care Providers & Services
NY
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
Underwriting Agreements
HealthEquity, Inc.
Health Care Providers & Services
NY
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
HealthEquity, Inc.
Health Care Providers & Services
NY
2019
Agreement and Plan of Merger, dated as of June 26, 2019, by and among HealthEquity, Inc., WageWorks, Inc. and Pacific Merger Sub Inc
Merger Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2019
First Amendment to Credit Agreement, dated March 8, 2019
Credit Agreements
HealthEquity, Inc.
Health Care Providers & Services
NY
2019
Employment Agreement, dated February 27, 2017, by and between the Registrant and Bill Otten
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
2019
Employment Agreement, dated April 5, 2018, by and between the Registrant and Ashley Dreier
Employment Agreements
HealthEquity, Inc.
2019
Restricted Stock Award Agreement
Stock Agreements
HealthEquity, Inc.
2019
Third Amendment to Lease Agreement, dated September 26, 2018, by and between the Company and the Landlord
Lease Agreements
HealthEquity, Inc.
Health Care Providers & Services
2019
Amended and Restated Non-Employee Director Compensation Policy
Compensation Agreements
HealthEquity, Inc.
Health Care Providers & Services
2019
Lease Agreement, dated September 27, 2018, by and between the Company and the Landlord
Lease Agreements
HealthEquity, Inc.
2018
Third Amendment to Amended and Restated Lease Agreement, dated September 27, 2018, by and between the Company and the Landlord
Lease Agreements
HealthEquity, Inc.
2018
Fourth Amendment to Amended and Restated Lease Agreement, dated September 27, 2018, by and between the Company and the Landlord
Lease Agreements
HealthEquity, Inc.
Health Care Providers & Services
2018
Restricted Stock Unit Award Agreement
Stock Agreements
HealthEquity, Inc.
2018
Employment Agreement, dated June 21, 2018, by and between the Registrant and Ted Bloomberg
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
UT
2018
Team Member Confidentiality and Non-Competition Agreement, dated June 21, 2018, by and between the Registrant and Ted Bloomberg
Non-Competition Agreements
HealthEquity, Inc.
2018
Amendment to Executive Change in Control Severance Plan
Change of Control Agreements
HealthEquity, Inc.
2018
Team Member Confidentiality and Non-Competition Agreement, dated April 13, 2018, by and between the Registrant and Angelique Hill
Non-Competition Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2018
Amended and Restated Non-Employee Director Compensation Policy
Compensation Agreements
HealthEquity, Inc.
Health Care Providers & Services
2018
FIRST AMENDMENT TO AMENDED AND RESTATED LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
2017
SECOND AMENDMENT TO AMENDED AND RESTATED LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
2017
FIRST AMENDMENT TO LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
2016
SECOND AMENDMENT TO LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
Health Care Providers & Services
2016
HEALTHEQUITY, INC. 2,500,000 Shares of Common Stock, par value $0.0001 per share Underwriting Agreement
Underwriting Agreements
HealthEquity, Inc.
2016
HEALTHEQUITY, INC. AMENDED AND RESTATED NON-EMPLOYEE DIRECTOR COMPENSATION POLICY (as amended and restated effective as of April 20, 2016)
Compensation Agreements
HealthEquity, Inc.
2016
HEALTHEQUITY, INC. NON-EMPLOYEE DIRECTOR COMPENSATION POLICY (as amended and restated effective as of September 29, 2015)
Compensation Agreements
HealthEquity, Inc.
Health Care Providers & Services
2015
ASSET PURCHASE AGREEMENT by and between THE BANCORP BANK and HEALTHEQUITY, INC., dated as of October 23, 2015 TABLE OF CONTENTS
Purchase Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
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
Credit Agreements
HealthEquity, Inc.
2015
HEALTHEQUITY, INC. 3,000,000 Shares of Common Stock, par value $0.0001 per share Underwriting Agreement
Underwriting Agreements
HealthEquity, Inc.
Health Care Providers & Services
NY
2015
TEAM MEMBER CONFIDENTIALITY AND INTELLECTUAL PROPERTY TRANSFER AGREEMENT
Confidentiality Agreements
HealthEquity, Inc.
2015
LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
Health Care Providers & Services
UT
2015
AMENDED AND RESTATED LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
2015
HEALTHEQUITY, INC. NON-EMPLOYEE DIRECTOR COMPENSATION POLICY (as amended and restated effective as of March 25, 2015)
Compensation Agreements
HealthEquity, Inc.
2015
HEALTHEQUITY, INC. [] Shares of Common Stock, par value $0.0001 per share Underwriting Agreement
Underwriting Agreements
HealthEquity, Inc.
Health Care Providers & Services
NY
2015
SEVENTH AMENDMENT TO OFFICE LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
Health Care Providers & Services
2015
SEPARATION AND RELEASE AGREEMENT
Separation Agreements
HealthEquity, Inc.
2014
*** [Remainder of Page Intentionally Left Blank]
HealthEquity, Inc.
2014
EMPLOYMENT AGREEMENT
Employment Agreements
HealthEquity, Inc.
2014
HEALTHEQUITY, INC. 2009 STOCK PLAN
Stock Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2014
HEALTHEQUITY, INC. [ ] Shares of Common Stock, par value $0.0001 per share Underwriting Agreement
Underwriting Agreements
HealthEquity, Inc.
Health Care Providers & Services
NY
2014
Additional abbreviations may also be used though not in the above list.
HealthEquity, Inc.
Health Care Providers & Services
2014
FORM OF INDEMNIFICATION AGREEMENT
Indemnification Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
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...
Bonus & Incentive Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2014
HealthEquity Executive Bonus Plan For Fiscal Year 2015
Bonus & Incentive Agreements
HealthEquity, Inc.
2014
HEALTHEQUITY, INC. NON-EMPLOYEE DIRECTOR COMPENSATION POLICY
Compensation Agreements
HealthEquity, Inc.
2014
HEALTHEQUITY, INC. AMENDED AND RESTATED REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
HealthEquity, Inc.
2014
COMMON STOCK PURCHASE WARRANTS HEALTHEQUITY, INC. Incorporated Under the Laws of the State of Delaware
Stock Agreements
HealthEquity, Inc.
2014
COMMON STOCK PURCHASE WARRANTS HEALTHEQUITY, INC. Incorporated Under the Laws of the State of Delaware
Stock Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2014
COMMON STOCK PURCHASE WARRANTS HEALTHEQUITY, INC. Incorporated Under the Laws of the State of Delaware
Stock Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2014
CERTIFICATE FOR COMMON STOCK PURCHASE WARRANTS Incorporated Under the Laws of the State of Delaware
Stock Agreements
HealthEquity, Inc.
Health Care Providers & Services
UT
2014
CERTIFICATE FOR COMMON STOCKPURCHASE WARRANTS Incorporated Under the Laws of the State of Delaware
HealthEquity, Inc.
2014
HEALTHEQUITY, INC. 2014 EQUITY INCENTIVE PLAN ADOPTED BY THE BOARD OF DIRECTORS:JANUARY 30, 2014 TERMINATION DATE: JANUARY 30, 2024
Bonus & Incentive Agreements
HealthEquity, Inc.
2014
HEALTHEQUITY, INC. 2009 STOCK PLAN
Stock Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2014
HEALTHEQUITY, INC. 2006 STOCK PLAN
Stock Agreements
HealthEquity, Inc.
2014
HEALTHEQUITY, INC. 2005 STOCK PLAN
Stock Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2014
HEALTHEQUITY, INC. 2003 DIRECTOR STOCK PLAN
Stock Agreements
HealthEquity, Inc.
Health Care Providers & Services
DE
2014
HEALTHEQUITY, INC. 2003 STOCK PLAN
Stock Agreements
HealthEquity, Inc.
2014
INDEPENDENT CONTRACTOR AGREEMENT
HealthEquity, Inc.
Health Care Providers & Services
CA
2014
EMPLOYMENT AGREEMENT
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
UT
2014
HealthEquity Executive Bonus Plan FY14 CONFIDENTIAL
Bonus & Incentive Agreements
HealthEquity, Inc.
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...
Lease Agreements
HealthEquity, Inc.
2014
FIRST AMENDMENT TO OFFICE LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
2014
SECOND AMENDMENT TO OFFICE LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
Health Care Providers & Services
2014
THIRD AMENDMENT TO OFFICE LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
2014
FOURTH AMENDMENT TO OFFICE LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
2014
FIFTH AMENDMENT TO OFFICE LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
Health Care Providers & Services
2014
SIXTH AMENDMENT TO OFFICE LEASE AGREEMENT
Lease Agreements
HealthEquity, Inc.
2014
LEASE AGREEMENT COMMERCE PLAZA PHASE II
Lease Agreements
HealthEquity, Inc.
2014
HEALTHEQUITY, INC. SECTION 409A SPECIFIED EMPLOYEE POLICY
HealthEquity, Inc.
Health Care Providers & Services
2014
EMPLOYMENT AGREEMENT
Employment Agreements
HealthEquity, Inc.
2014
EMPLOYMENT AGREEMENT
Employment Agreements
HealthEquity, Inc.
2014
EMPLOYMENT AGREEMENT
Employment Agreements
HealthEquity, Inc.
Health Care Providers & Services
UT
2014