1 unchanged sentence
Rule 10b5-1 plan elections
−Removed: Except as described below, 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 July 31, 2025 .
−Removed: On June 9, 2025 , Stephen Neeleman , our Founder and Vice Chairman , entered into a Rule 10b5-1 trading arrangement (the “Neeleman Arrangement”).
−Removed: The Neeleman Arrangement provides for the sale, between September 9, 2025 and September 11, 2026 , of up to 54,356 aggregate shares of the Company’s common stock held directly and indirectly by Dr.
−Removed: The Neeleman 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.
−Removed: On June 12, 2025 , Delano Ladd , our Executive Vice President, General Counsel and Secretary , entered into a Rule 10b5-1 trading arrangement (the “Ladd Arrangement”).
−Removed: The Ladd Arrangement provides for the sale, between September 11, 2025 and June 6, 2026 , of up to 18,000 aggregate shares of the Company’s common stock held directly by Mr.
−Removed: The Ladd 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: Except as described below, 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, 2025 .
+Added: On October 14, 2025 , Michael Fiore , our Executive Vice President and Chief Commercial Officer, entered into a Rule 10b5-1 trading arrangement (the “Fiore Arrangement”).
+Added: The Fiore Arrangement provides for the sale, between January 13, 2026 and December 15, 2026 , of up to 19,532 aggregate shares of the Company’s common stock held directly by Mr.
+Added: The Fiore 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
13 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, 2025, 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, 2025, formatted in Inline XBRL.
+ Filed herewith.
3 unchanged sentences
HEALTHEQUITY, INC.
−Removed: September 2, 2025 By:
+Added: December 3, 2025 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.