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HEALTHEQUITY INC

For the period ended Apr 30, 2024. Filed Jun 3, 2024.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Apr 30, 2024 · Filed Jun 3, 2024

HQY$102.11-1.5%Stored close · as of Nov 9, 2026

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Item 5. Other information

Rule 10b5-1 plan elections

On March 25, 2024, Jon Kessler, our President and Chief Executive Officer, entered into a Rule 10b5-1 trading arrangement (the “Kessler Arrangement”). The Kessler Arrangement provides for the sale, between June 24, 2024 and November 29, 2024, of up to 85,000 aggregate shares of the Company’s common stock held directly or indirectly by Mr. Kessler. The Kessler 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.

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.