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 October 31, 2025 .
−Removed: 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”).
−Removed: 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.
−Removed: 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.
+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 April 30, 2026 .
Incorporate by reference
1 unchanged sentence
Exhibit Filing Date
+Added: 10.1+ Forms of Award Agreements under the 2024 Equity Incentive Plan
+Added: 10.2†+ Amendment No.
+Added: 1 to Employment Agreement, dated May 5, 2026, between Stephen D.
+Added: Neeleman, M.D.
+Added: and the Company
+Added: 10.3†+ Amendment No.
+Added: 1 to Employment Agreement, dated May 5, 2026, between James M.
+Added: Lucania and the Company
+Added: 10.4†+ Amendment No.
+Added: 1 to Employment Agreement, dated May 5, 2026, between Scott R.
+Added: Cutler and the Company
+Added: 10.5†+ Amendment No.
+Added: 1 to Employment Agreement, dated May 5, 2026, between Michael H.
+Added: Fiore and the Company
+Added: 10.6†+ Amendment No.
+Added: 1 to Employment Agreement dated May 5, 2026, between Delano W.
+Added: Ladd and the Company
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 October 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 April 30, 2026, 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: † Indicates management contract or compensatory plan.
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: December 3, 2025 By:
+Added: May 28, 2026 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.