Form D · Other Technology
HEALTHEQUITY INC
Draper, UT · CIK 0001428336
Offering snapshot reported Sep 9, 2011 · SEC filing
- Reported sold
- $12.5M Offering amount: $12.5M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 11, 2011 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 9, 2011 | Initial | $12,500,000 | No comparison | 2 | SEC filing |
| Oct 27, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Feb 22, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Debt, Option to acquire
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-165615
$4,500,000 of the offering is comprised of the issuance of unsecured promissory notes.
Source: Form D, filed Sep 9, 2011. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Mike Chapman | Executive |
| Jon Kessler | Director, Executive |
| Dan Kittredge | Director |
| Michael O. Leavitt | Director |
| Steve Lindsay | Executive |
| Frank Medici | Director |
| Darcy Mott | Executive |
| Stephen Neeleman | Director, Executive |
| Ian Sacks | Director |
| Tessa White | Executive |
| Kenneth Wooley | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
15 West Scenic Pointe Drive Suite 400
Draper, UT, 84003
Draper, UT, 84003