secwatch.observer — SEC 8-K summary
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Issuer:     HEALTHEQUITY, INC. (HQY)
CIK:        0001428336
Form:       8-K
Filed at:   2022-08-02T23:59:59+00:00
Accession:  0001104659-22-085005
Event type: leadership
Sentiment:  neutral
Materiality: 0.55
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428336/000110465922085005/0001104659-22-085005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428336/000110465922085005/tm2222283d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-22-085005

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer