{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-22-085005","form_type":"8-K","ticker":"HQY","cik":"0001428336","company_name":"HEALTHEQUITY, INC.","filed_at":"2022-08-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:55.737924+00:00","generated_at":"2026-06-24T05:49:40.368679+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"HealthEquity COO Ted Bloomberg steps down; CEO Kessler assumes operating officer role","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-22-085005","json":"https://secwatch.observer/filing/0001104659-22-085005.json","markdown":"https://secwatch.observer/filing/0001104659-22-085005.md","text":"https://secwatch.observer/filing/0001104659-22-085005.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428336/000110465922085005/0001104659-22-085005-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428336/000110465922085005/tm2222283d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-24T05:49:40.368679+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2906113948","claim":"Edward R. (Ted) Bloomberg changed role as Chief Operating Officer at HEALTHEQUITY, INC..","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000110465922085005/0001104659-22-085005-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"ceased serving as"},{"label":"Role","value":"Chief Operating Officer"}],"fact_type":"executive_change"},{"claim_id":"c9cc0688bd","claim":"Jon Kessler changed role as principal operating officer at HEALTHEQUITY, INC..","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000110465922085005/0001104659-22-085005-index.htm","confidence":0.9,"family_label":"Executive change","details":[{"label":"Action","value":"assumed the duties and responsibilities of"},{"label":"Role","value":"principal operating officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}