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HEALTHEQUITY, INC.

For the period ended Jan 31, 2025. Filed Mar 18, 2025.

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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2025 · Filed Mar 18, 2025

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

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Contents

Item 9B. Other information

Rule 10b5-1 plan elections

On December 18, 2024, Michael Fiore, our Chief Commercial Officer, entered into a Rule 10b5-1 trading arrangement (the “Fiore Arrangement”). The Fiore Arrangement provides for the sale, between March 19, 2025 and December 15, 2025, of up to 20,580 aggregate shares of the Company’s common stock held by Mr. Fiore. 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.

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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.