HealthEquity Files 8-K on Operations and Financial Condition

TL;DR

**HealthEquity just dropped an 8-K on its financials and operations, so keep an eye out for more details!**

AI Summary

HealthEquity, Inc. filed an 8-K on February 21, 2024, reporting on its results of operations and financial condition. The filing indicates that the company, incorporated in Delaware with IRS Employer Identification Number 52-2383166, is headquartered at 15 West Scenic Pointe Drive, Suite 100, Draper, Utah 84020. This current report was filed pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934.

Why It Matters

This filing provides an update on HealthEquity's operational and financial status, offering transparency to investors and the market regarding its performance.

Risk Assessment

Risk Level: low — This 8-K is a routine disclosure of financial condition and operations, not indicating any immediate adverse events.

Key Numbers

• 001-36568 — Commission File Number (HealthEquity's SEC file number)
• 52-2383166 — IRS Employer Identification Number (HealthEquity's tax identification number)
• 801-727-1000 — Business Phone (Contact number for HealthEquity)

Key Players & Entities

• HEALTHEQUITY, INC. (company) — Registrant
• Delaware (company) — State of incorporation
• February 21, 2024 (date) — Date of earliest event reported and filing date
• 001-36568 (dollar_amount) — Commission File Number
• 52-2383166 (dollar_amount) — I.R.S. Employer Identification Number

FAQ

Key Financial Figures

• $0.0001 — ich registered Common stock, par value $0.0001 per share HQY The NASDAQ Global Select

Filing Documents

• hqy-20240221.htm (8-K) — 24KB
• pressrelease-fy24salesmetr.htm (EX-99.1) — 84KB
• 0001428336-24-000005.txt ( ) — 245KB
• hqy-20240221.xsd (EX-101.SCH) — 2KB
• hqy-20240221_lab.xml (EX-101.LAB) — 25KB
• hqy-20240221_pre.xml (EX-101.PRE) — 13KB
• hqy-20240221_htm.xml (XML) — 3KB

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition On February 21, 2024, HealthEquity, Inc. (the "Company") issued the press release attached as Exhibit 99.1 to this current report on Form 8-K. Company management plans to discuss the information contained in the press release during its HealthEquity Investor Day 2024 conference, which will be held at the Company's headquarters on February 22, 2024, from 9:00 AM to 1:00 PM MST. A webcast of the presentation along with a copy of the Company's presentation material from the conference will be available through the investor page at the Company website: ir.healthequity.com. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 99.1 Press release issued by HealthEquity, Inc. dated February 21, 2024 104 Cover Page Interactive Data File (formatted in Inline XBRL)

SIGNATURES

SIGNATURES 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: February 21, 2024 By: /s/ James Lucania Name: James Lucania Title: Executive Vice President and Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR