Results of Operations and Financial Condition On August 27, 2026, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by referen…

Results of Operations and Financial Condition On May 28, 2026, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference…

Results of Operations and Financial Condition On March 17, 2026, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by referenc…

Results of Operations and Financial Condition On February 17, 2026, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by refer…

Results of Operations and Financial Condition On December 3, 2025, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by refere…

Results of Operations and Financial Condition On September 2, 2025, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by refer…

Regulation FD Disclosure On June 26, 2025, the Board of Directors of the Company authorized a new common stock repurchase program (the “2025 Stock Repurchase Program”), supplementing the $300 million common stock repurchase program approved on August 26, 2024 (the “2024 Stock Repurchase Program"). Under the new 2025 Stock Repurchase Program, the Company may purchase up to an additional $300 million of its common stock, as market conditions warrant. The new 2025 Repurchase Program will allow t…

Results of Operations and Financial Condition On June 3, 2025, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference…

Results of Operations and Financial Condition On March 18, 2025, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by referenc…

Results of Operations and Financial Condition On February 18, 2025, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by refer…

Results of Operations and Financial Condition On December 9, 2024, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by refere…

Entry into a Material Definitive Agreement On November 27, 2024, HealthEquity, Inc. (the “Company”) and its wholly owned subsidiary WageWorks, Inc. agreed to settle their lawsuit with Union Mesa 1, LLC related to the termination of a lease in April 2021, which lawsuit was previously disclosed in the Company’s periodic reports on Forms 10-K and 10-Q. Under the terms of the settlement, Union Mesa retained $2.8 million from a letter of credit that it previously received, and the Company and Wage…

CEO — Jon Kessler: The CEO is retiring with a pre-announced, named external successor (Scott R. Cutler) taking over effective January 6, 2025, representing an orderly succession rather than a sudden loss of leadership.

Results of Operations and Financial Condition On September 3, 2024, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by refer…

Entry into a Material Definitive Agreement The information set forth in

Creation of a Direct Financial Obligation or an Obligation Under an Off-Balance Sheet Arrangement of the Registrant On August 23, 2024, the Company entered into that certain Credit Agreement (the “ Credit Agreement ”) among the Company, as borrower, each lender from time to time party thereto (the “ Lenders ”), JPMorgan Chase Bank, N.A., as administrative agent and the Swing Line Lender (as defined therein), and each L/C Issuer (as defined therein) party thereto, pursuant to which the Company…

Termination of a Material Definitive Agreement In connection with the entry into the Credit Agreement (as defined below), HealthEquity, Inc. (the “ Company ”) repaid all outstanding obligations in the amount of $511.9 million under that certain Credit Agreement, dated as of October 8, 2021 and as amended as of June 1, 2023 (the “ Prior Credit Agreement ”), by and among the Company, as borrower, each lender from time to time party thereto, JPMorgan Chase Bank, N.A., as administrative agent and…

Other Events. Earlier this year, HealthEquity, Inc. (the “Company”) became aware, through routine monitoring, of anomalous behavior by a personal use device belonging to a business partner (the “Partner”). The Company promptly took steps to isolate and triage the issue and began an investigation into the nature and scope of the issue. The investigation concluded that the Partner’s user account had been compromised by an unauthorized third party, who used that account to access information. Th…

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Results of Operations and Financial Condition On June 3, 2024, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference…

Completion of Acquisition or Disposition of Assets On May 9, 2024, HealthEquity and Conduent completed the transactions contemplated by the Purchase Agreement. Pursuant to the Purchase Agreement, approximately 616,000 health savings accounts and other accounts and $2.7 billion of HSA assets were transferred from Conduent to HealthEquity in three separate tranches for an aggregate purchase price of $425.0 million. HealthEquity paid the aggregate purchase price using $225.0 million of borrowing…

Regulation FD Disclosure As disclosed previously, on September 18, 2023, HealthEquity entered into a Custodial Transfer and Asset Purchase Agreement with Conduent Business Services, LLC, related to the transfer to HealthEquity of Conduent’s health savings account ("HSA") portfolio in a series of three tranches. On April 11, 2024, the second of the three HSA asset transfers occurred, with approximately 134,000 HSAs and $555 million of HSA assets transferring to HealthEquity’s custody. In conne…

Results of Operations and Financial Condition On March 19, 2024, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K. The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by referenc…