1 unchanged sentence
Rule 10b5-1 plan elections
−Removed: On July 9, 2024 , Robert Selander , chairman of our board of directors , entered into a Rule 10b5-1 trading arrangement (the “Selander Arrangement”).
−Removed: 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.
−Removed: Selander and the exercise of up to 65,000 stock options.
−Removed: 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.
+Added: None of the Company's directors or officers adopted or terminated a Rule 10b5-1 trading arrangement or a non-Rule 10b5-1 trading arrangement (as such terms are defined in Item 408(c) of Regulation S-K) during the fiscal quarter ended October 31, 2024 .
Incorporate by reference
1 unchanged sentence
Exhibit Filing Date
−Removed: 10.1 HealthEquity, Inc.
−Removed: 2024 Equity Incentive Plan
−Removed: DEF 14A 001-36568 B May 17, 2024
−Removed: 10.2+ Forms of Award Agreements under the HealthEquity, Inc.
−Removed: 2024 Equity Incentive Plan
+Added: Credit Agreement, dated as of August 23, 2024, by and among the Company, as borrower, each lender from time to time party thereto, JPMorgan Chase Bank, N.A., as administrative agent and the Swing Line Lender (as defined therein), and each L/C Issuer (as defined therein) party thereto.
+Added: 8-K 001-36568 10.1 August 27, 2024
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 July 31, 2024, formatted in Inline XBRL.
+Added: 104 The cover page from the Company’s Quarterly Report on Form 10-Q for the quarter ended October 31, 2024, formatted in Inline XBRL.
+ Filed herewith.
1 unchanged sentence
# These certifications are not deemed filed with the Securities and Exchange Commission and are not to be incorporated by reference in any filing the registrant makes under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, irrespective of any general incorporation language in any filings.
+Added: Schedules have been omitted pursuant to Item 601(b)(2) of Regulation S-K.
+Added: The Company hereby undertakes to furnish supplementally copies of any of the omitted schedules upon request by the SEC.
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, thereunto duly authorized.
HEALTHEQUITY, INC.
−Removed: September 3, 2024 By:
+Added: December 9, 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.