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    HealthEquity Inc. filed SEC Form 8-K: Leadership Update, Financial Statements and Exhibits

    4/28/25 4:01:38 PM ET
    $HQY
    Business Services
    Consumer Discretionary
    Get the next $HQY alert in real time by email
    hqy-20250422
    0001428336false00014283362025-04-222025-04-22

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    Form 8-K

    CURRENT REPORT
    Pursuant to Section 13 or 15(d) of
    The Securities Exchange Act of 1934

    Date of Report (Date of earliest event reported)

    April 22, 2025
    HEALTHEQUITY, INC.

    Delaware
    001-36568
    52-2383166
    (State or other jurisdiction of
    incorporation or organization)
    (Commission File Number)
    (I.R.S. Employer
    Identification Number)

    15 West Scenic Pointe Drive
    Suite 100
    Draper, Utah 84020
    (801) 727-1000

    (Address, including Zip Code, and Telephone Number, including Area Code, of Registrant’s Principal Executive Offices)

    Not Applicable
    (Former name or former address, if changed since last report)


    Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2):
    ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
    ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
    ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
    ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
    Securities registered pursuant to Section 12(b) of the Act:
    Title of each classTrading Symbol(s)Name of each exchange on which registered
    Common stock, par value $0.0001 per shareHQYThe NASDAQ Global Select Market
    Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). 
    Emerging growth company ☐
    If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐



    Item 5.02(b)    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
    On April 22, 2025, Paul Black resigned as a member of the Board of Directors (the “Board”) of HealthEquity, Inc. (the “Company”). Accordingly, the Board has reduced the size of the Board to ten members. Mr. Black’s decision to resign was not related to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.
    In addition, on April 30, 2025, the size of the Board will be further reduced to nine members following the previously announced retirement of Jon Kessler from the Board.
    Item 9.01    Financial Statements and Exhibits
    (d) Exhibits
    Exhibit No.Description
    104
    Cover Page Interactive Data File (formatted in Inline XBRL)





    SIGNATURE

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
    HEALTHEQUITY, INC.
    Date: April 28, 2025By:/s/ James Lucania
    Name:James Lucania
    Title:Executive Vice President and Chief Financial Officer



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