| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | HEALTHEQUITY, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $660,000 | |
| 2026 | HEALTHEQUITY, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $740,000 | |
| 2025 | HEALTHEQUITY, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $530,000 | |
| 2025 | HEALTHEQUITY, INC. |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $530,000 | |
| 2025 | HEALTHEQUITY, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $1,410,000 | |
| 2025 | HEALTHEQUITY, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $700,000 | |
| 2024 | HEALTHEQUITY, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $570,000 | |
| 2024 | HEALTHEQUITY, INC. |
3rd Quarter (July 1 - Sep 30) AMENDED |
— | $930,000 | |
| 2024 | HEALTHEQUITY, INC. |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $930,000 | |
| 2024 | HEALTHEQUITY, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $700,000 |
| Client | Filings | Total Income |
|---|---|---|
| HEALTHEQUITY, INC. | 18 | — |
| Name | Disclosed Prior Position |
|---|---|
| NICKY BROWN | |
| JOHN DAVID DESSER | Deputy Assistant Secretary for Health Policy (HHS) |