---
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"
generated_at: "2026-06-24T05:49:40.368679+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-22-085005
- JSON: https://secwatch.observer/filing/0001104659-22-085005.json
- Plain text: https://secwatch.observer/filing/0001104659-22-085005.txt

## Key facts
- Executive change
  Edward R. (Ted) Bloomberg changed role as Chief Operating Officer at HEALTHEQUITY, INC..
  - Action: ceased serving as
  - Role: Chief Operating Officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1428336/000110465922085005/0001104659-22-085005-index.htm
- Executive change
  Jon Kessler changed role as principal operating officer at HEALTHEQUITY, INC..
  - Action: assumed the duties and responsibilities of
  - Role: principal operating officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1428336/000110465922085005/0001104659-22-085005-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.