1 unchanged sentence
Rule 10b5-1 plan elections
−Removed: On March 25, 2024 , Jon Kessler , our President and Chief Executive Officer , entered into a Rule 10b5-1 trading arrangement (the “Kessler Arrangement”).
−Removed: The Kessler Arrangement provides for the sale, between June 24, 2024 and November 29, 2024, of up to 85,000 aggregate shares of the Company’s common stock held directly or indirectly by Mr.
−Removed: The Kessler Arrangement was entered into during an open insider trading window and is intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act.
+Added: On July 9, 2024 , Robert Selander , chairman of our board of directors , entered into a Rule 10b5-1 trading arrangement (the “Selander Arrangement”).
+Added: The Selander Arrangement provides for the sale, between October 9, 2024 and April 16, 2025 , of up to 28,000 aggregate shares of the Company’s common stock held directly by Mr.
+Added: Selander and the exercise of up to 65,000 stock options.
+Added: The Selander Arrangement was entered into during an open insider trading window and is intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act.
Incorporate by reference
1 unchanged sentence
Exhibit Filing Date
−Removed: 10.1+ Restricted Stock Unit Award Agreement and Grant Notice
+Added: 10.1 HealthEquity, Inc.
+Added: 2024 Equity Incentive Plan
+Added: DEF 14A 001-36568 B May 17, 2024
+Added: 10.2+ Forms of Award Agreements under the HealthEquity, Inc.
+Added: 2024 Equity Incentive Plan
31.1+ Certification of the Principal Executive Officer Pursuant to Exchange Act Rules 13a-14(a) and 15d-14(a), as Adopted Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002
10 unchanged sentences
101.PRE Inline XBRL Taxonomy presentation linkbase document
−Removed: 104 The cover page from the Company’s Quarterly Report on Form 10-Q for the quarter ended April 30, 2024, formatted in Inline XBRL.
+Added: 104 The cover page from the Company’s Quarterly Report on Form 10-Q for the quarter ended July 31, 2024, formatted in Inline XBRL.
+ Filed herewith.
3 unchanged sentences
HEALTHEQUITY, INC.
−Removed: June 3, 2024 By:
+Added: September 3, 2024 By:
/s/ James Lucania
2 unchanged sentences
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.