0001428336false00014283362024-05-282024-05-28

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

Form 8-K

CURRENT REPORT
Pursuant to Section 13 or 15(d) of
The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported)

May 28, 2024
HEALTHEQUITY, INC.

Delaware
001-36568
52-2383166
(State or other jurisdiction of
incorporation or organization)
(Commission File Number)
(I.R.S. Employer
Identification Number)

15 West Scenic Pointe Drive
Suite 100
Draper, Utah 84020
(801) 727-1000

(Address, including Zip Code, and Telephone Number, including Area Code, of Registrant’s Principal Executive Offices)

Not Applicable
(Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2):
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common stock, par value $0.0001 per shareHQYThe NASDAQ Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). 
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐


Item 7.01    Regulation FD Disclosure.
On May 28, 2024, HealthEquity, Inc. issued its 2024 Corporate Social Responsibility Report, which can be found at https://drq94yec07kda.cloudfront.net/downloads/HQY-2024-Corporate-Social-Responsibility-Report.pdf and is incorporated herein by reference.
The information in this Item 7.01 is being furnished with the U.S. Securities and Exchange Commission (SEC) and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended.
Item 9.01    Financial Statements and Exhibits
(d) Exhibits
Exhibit No.Description
104
Cover Page Interactive Data File (formatted in Inline XBRL)




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: May 28, 2024By:/s/ James Lucania
Name:James Lucania
Title:Executive Vice President and Chief Financial Officer



v3.24.1.1.u2
Cover Page
May 28, 2024
Cover [Abstract]  
Document Type 8-K
Document Period End Date May 28, 2024
Entity File Number 001-36568
Entity Registrant Name HEALTHEQUITY, INC.
Entity Incorporation, State or Country Code DE
Entity Tax Identification Number 52-2383166
Entity Address, Address Line One 15 West Scenic Pointe Drive
Entity Address, Address Line Two Suite 100
Entity Address, City or Town Draper
Entity Address, State or Province UT
Entity Address, Postal Zip Code 84020
City Area Code 801
Local Phone Number 727-1000
Written Communications false
Soliciting Material false
Pre-commencement Tender Offer false
Pre-commencement Issuer Tender Offer false
Title of 12(b) Security Common stock, par value $0.0001 per share
Trading Symbol HQY
Security Exchange Name NASDAQ
Entity Emerging Growth Company false
Entity Central Index Key 0001428336
Amendment Flag false
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