{"schema_version":"secwatch.filing_event.v1","accession":"0001428336-21-000031","form_type":"8-K","ticker":"HQY","cik":"0001428336","company_name":"HEALTHEQUITY, INC.","filed_at":"2021-08-13T23:59:59+00:00","discovered_at":"2026-05-14T18:04:18.074489+00:00","generated_at":"2026-06-29T11:12:56.824275+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 terminates EVP of Sales William Otten in restructuring; Lindsay leads combined team","bullets":["Sales and relationship management functions consolidated under EVP Steve Lindsay, a 15-year HealthEquity veteran.","William Otten terminated without cause as EVP of Sales effective August 10, 2021; receives negotiated severance.","Restructuring aims to improve channel leverage and invest in distribution partners (health plans, brokers, record keepers).","Under Lindsay, Network Partners grew from fewer than 10 to 175 since 2006."],"urls":{"canonical":"https://secwatch.observer/filing/0001428336-21-000031","json":"https://secwatch.observer/filing/0001428336-21-000031.json","markdown":"https://secwatch.observer/filing/0001428336-21-000031.md","text":"https://secwatch.observer/filing/0001428336-21-000031.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428336/000142833621000031/0001428336-21-000031-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428336/000142833621000031/hqy-20210810.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-29T11:12:56.824275+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":"c2ea1bbb4c","claim":"William Otten was terminated as Executive Vice President of Sales at HEALTHEQUITY, INC..","evidence_excerpt":"HealthEquity eliminated the position of Executive Vice President of Sales and terminated the employment of William Otten, effective immediately.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000142833621000031/0001428336-21-000031-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"terminated"},{"label":"Role","value":"Executive Vice President of Sales"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}