{"schema_version":"secwatch.filing_event.v1","accession":"0001428336-24-000104","form_type":"8-K","ticker":"HQY","cik":"0001428336","company_name":"HEALTHEQUITY, INC.","filed_at":"2024-11-12T23:59:59+00:00","discovered_at":"2026-05-14T18:03:08.430187+00:00","generated_at":"2026-05-30T01:42:58.003499+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"HealthEquity CEO Jon Kessler to retire Jan 6, 2025; Scott Cutler appointed as successor","bullets":["CEO Jon Kessler to retire effective Jan 6, 2025, serve as Special Advisor through Apr 30, 2025.","Scott Cutler appointed President & CEO and director effective Jan 6, 2025.","Cutler was CEO of StockX, SVP Americas at eBay, President of StubHub, EVP of NYSE Euronext.","Cutler receives base salary $775k, sign-on bonus $650k, and RSU award with fair value $7.5M vesting over 3 years.","Kessler transition includes extended non-compete to three years after termination and PRSU treatment."],"urls":{"canonical":"https://secwatch.observer/filing/0001428336-24-000104","json":"https://secwatch.observer/filing/0001428336-24-000104.json","markdown":"https://secwatch.observer/filing/0001428336-24-000104.md","text":"https://secwatch.observer/filing/0001428336-24-000104.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428336/000142833624000104/0001428336-24-000104-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428336/000142833624000104/hqy-20241111.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T01:42:58.003499+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":"51194372e6","claim":"Scott R. Cutler was appointed as President and Chief Executive Officer at HEALTHEQUITY, INC..","evidence_excerpt":"the Board approved the appointment of Scott R. Cutler as President and Chief Executive Officer, effective as of January 6, 2025","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000142833624000104/0001428336-24-000104-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"President and Chief Executive Officer"}],"fact_type":"executive_change"},{"claim_id":"5b207acd01","claim":"Jon Kessler departed as member of the Board of Directors at HEALTHEQUITY, INC..","evidence_excerpt":"will retire from his employment with the Company, effective January 6, 2025, and from the Board, effective April 30, 2025","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000142833624000104/0001428336-24-000104-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"member of the Board of Directors"}],"fact_type":"executive_change"},{"claim_id":"99262853a1","claim":"Scott R. Cutler was appointed as Director at HEALTHEQUITY, INC..","evidence_excerpt":"the Board also expanded the size of the Board to eleven directors and appointed Mr. Cutler to fill the vacancy created by the increased size of the Board, each effective as of the Commencement Date","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000142833624000104/0001428336-24-000104-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"b0db975585","claim":"Jon Kessler departed as President & Chief Executive Officer at HEALTHEQUITY, INC..","evidence_excerpt":"Jon Kessler, President & Chief Executive Officer of the Company and a member of the Board of Directors (the “Board”), will retire from his employment with the Company, effective January 6, 2025","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000142833624000104/0001428336-24-000104-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"President & Chief Executive Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}