HealthEquity COO Ted Bloomberg steps down; CEO Kessler assumes operating officer role

HEALTHEQUITY, INC.

Ted Bloomberg ceased as COO effective August 1, 2022; becomes Special Advisor for a limited transition period.
CEO Jon Kessler will assume the duties and responsibilities of principal operating officer.
Bloomberg remains entitled to existing compensation and benefits during advisory role.
Severance payments and benefits under employment agreement, contingent on release of claims and restrictive covenants.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Role change

Edward R. (Ted) Bloomberg

Chief Operating Officer

HQY · HEALTHEQUITY, INC.

Effective: 2022-08-01
Successor: Jon Kessler
Filed: August 2, 2022, 7:59 PM ET

On August 1, 2022, HealthEquity, Inc. (the “ Company ”) announced that Edward R. (Ted) Bloomberg, the Company’s Chief Operating Officer, ceased serving as the Company’s Chief Operating Officer, effective immediately.

Role change

Jon Kessler

principal operating officer

HQY · HEALTHEQUITY, INC.

Effective: 2022-08-01
Filed: August 2, 2022, 7:59 PM ET

The Company also announced that Mr. Kessler will assume the duties and responsibilities of the Company’s principal operating officer in connection with Mr. Bloomberg’s resignation.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Edward R. (Ted) Bloomberg changed role as Chief Operating Officer at HEALTHEQUITY, INC..

Action: ceased serving as
Role: Chief Operating Officer

Exact text from the filing

On August 1, 2022, HealthEquity, Inc. (the “ Company ”) announced that Edward R. (Ted) Bloomberg, the Company’s Chief Operating Officer, ceased serving as the Company’s Chief Operating Officer, effective immediately.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.9

Jon Kessler changed role as principal operating officer at HEALTHEQUITY, INC..

Action: assumed the duties and responsibilities of
Role: principal operating officer

Exact text from the filing

The Company also announced that Mr. Kessler will assume the duties and responsibilities of the Company’s principal operating officer in connection with Mr. Bloomberg’s resignation.

View on SEC.gov

HEALTHEQUITY, INC. filing history →

Source: SEC EDGAR

accession 0001104659-22-085005

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