HealthEquity Files 8-K for Regulatory and Financial Reporting

Ticker: HQY · Form: 8-K · Filed: Jan 13, 2025 · CIK: 1428336

Healthequity, INC. 8-K Filing Summary
FieldDetail
CompanyHealthequity, INC. (HQY)
Form Type8-K
Filed DateJan 13, 2025
Risk Levellow
Pages2
Reading Time2 min
Key Dollar Amounts$0.0001
Sentimentneutral

Sentiment: neutral

Topics: regulatory-filing, 8-K, financial-reporting

Related Tickers: HQY

TL;DR

HealthEquity filed a routine 8-K. Nothing major to see here.

AI Summary

HealthEquity, Inc. filed an 8-K on January 13, 2025, to report information under Regulation FD and to file financial statements and exhibits. The filing does not contain specific financial figures or material events beyond the standard reporting requirements.

Why It Matters

This filing indicates HealthEquity is meeting its public reporting obligations with the SEC, which is standard for publicly traded companies.

Risk Assessment

Risk Level: low — This is a standard regulatory filing with no new material information or events disclosed.

Key Players & Entities

FAQ

What is the primary purpose of this 8-K filing for HealthEquity, Inc.?

The primary purpose is to report information under Regulation FD and to file financial statements and exhibits, as indicated by the 'ITEM INFORMATION' section.

What is the date of this filing?

The date of the report is January 13, 2025.

What is HealthEquity, Inc.'s principal executive office address?

The principal executive offices are located at 15 West Scenic Pointe Drive, Suite 100, Draper, Utah 84020.

Under which section of the Securities Exchange Act is this report filed?

This report is filed pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934.

Does this filing disclose any specific new financial results or material events?

Based on the provided text, this filing appears to be a standard regulatory submission and does not explicitly detail new financial results or specific material events beyond the reporting requirements.

Filing Stats: 568 words · 2 min read · ~2 pages · Grade level 11.3 · Accepted 2025-01-13 09:12:06

Key Financial Figures

Filing Documents

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure On January 13, 2025, HealthEquity, Inc. (the "Company") issued a press release, attached as Exhibit 99.1 to this current report on Form 8-K, announcing its estimated year-end sales results for its fiscal year ending January 31, 2025 and that it will discuss these results and estimates during its virtual presentation at the 43 rd Annual J.P. Morgan Healthcare Conference on January 15, 2025, at 8:15 AM Pacific Time. An audio 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 January 13, 2025 104 Cover Page Interactive Data File (formatted in Inline XBRL) SIGNATURE 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: January 13, 2025 By: /s/ James Lucania Name: James Lucania Title: Executive Vice President and Chief Financial Officer

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