secwatch.observer — SEC 8-K summary
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Issuer:     HEALTHEQUITY, INC. (HQY)
CIK:        0001428336
Form:       8-K
Filed at:   2024-03-13T23:59:59+00:00
Accession:  0001428336-24-000007
Event type: m_and_a
Sentiment:  positive
Materiality: 0.75
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

HealthEquity completes first tranche of Conduent HSA portfolio acquisition
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- First tranche closed March 7: ~266,000 HSAs and $1.1B of assets transferred to HealthEquity.
- Purchase price of $163.9M paid in cash; previously announced on Sept 18, 2023.
- Remaining two tranches of Conduent's HSA portfolio to transfer in future.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428336/000142833624000007/0001428336-24-000007-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428336/000142833624000007/hqy-20240307.htm
  HTML page:      https://secwatch.observer/filing/0001428336-24-000007

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