{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-23-101786","form_type":"8-K","ticker":"HQY","cik":"0001428336","company_name":"HEALTHEQUITY, INC.","filed_at":"2023-09-19T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.898417+00:00","generated_at":"2026-06-10T13:17:26.712043+00:00","sec_items":["1.01","7.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"HealthEquity to acquire BenefitWallet HSA portfolio from Conduent for $425M","bullets":["Purchase price $425M for ~665,000 HSA accounts with ~$2.7B in assets.","Expected to close in multiple tranches during first half of 2024, subject to regulatory approval.","HealthEquity to pay ~50% cash, remainder from existing credit line; expects immediate accretion.","Conduent CEO cites progress on portfolio rationalization; transaction includes non-compete for five years."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-23-101786","json":"https://secwatch.observer/filing/0001104659-23-101786.json","markdown":"https://secwatch.observer/filing/0001104659-23-101786.md","text":"https://secwatch.observer/filing/0001104659-23-101786.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428336/000110465923101786/0001104659-23-101786-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428336/000110465923101786/tm2326268d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T13:17:26.712043+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":"10a13a80f34555387bbcd388aacea0c6eb9f81f5","claim":"HEALTHEQUITY, INC. entered into Purchase Agreement with Conduent Business Services, LLC valued at $425 million (effective 2023-09-18).","evidence_excerpt":"On September 18, 2023, HealthEquity, Inc., a Delaware corporation (\"HealthEquity\"), entered into a Custodial Transfer and Asset Purchase Agreement (the \"Purchase Agreement\") with Conduent Business Services, LLC","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000110465923101786/0001104659-23-101786-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"asset purchase"},{"label":"Counterparty","value":"Conduent Business Services, LLC"},{"label":"Value","value":"$425 million"},{"label":"Effective","value":"2023-09-18"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}