8-K ·Filed May 8, 2026

HQY

HEALTHEQUITY, INC.
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago SEC0001428336-26-000016
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine executive compensation amendment with no direct trading signal. Monitor for any future change in control events that could trigger these enhanced severance payments.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
HQY ▲ +27.88% at T+60d
NEUTRAL call ✓ call won +27.88% · α vs SPY +23.48% · entry $81.65 → $104.41
Entry anchored
May 8, 03:59 PM ET
via exchange tick
T+1d
0.00%
call 0.00% · α +0.14%
$81.65
settled 5mo ago
T+5d
+1.70%
call +1.70% · α +1.79%
$83.04
settled 5mo ago
T+20d
+9.28%
call +9.28% · α +9.59%
$89.23
settled 4mo ago
T+60d
+27.88%
call +27.88% · α +23.48%
$104.41
settled 8w ago

Price Chart

Loading chart...

Executive Summary

Healthequity amended employment agreements for six top executives (including CEO and CFO) to enhance severance benefits, such as additional target bonus payments upon termination without cause or following a change in control. The filing also details new vesting terms for equity awards. This is a routine compensatory arrangement with no material financial impact.

Key Facts

  • CEO Scott Cutler's severance enhanced to 12 months base salary plus target bonus (or 18 months base plus 150% bonus upon change in control).
  • Other executives (CFO, founder, CCO, CPO, GC) receive 12 months base salary plus target bonus upon change in control.
  • New equity vesting terms: RSUs vest on termination without cause; PSUs prorated and remain eligible based on performance.
  • No departures or appointments; all executives remain in place.

Financial Impact

No dollar amounts disclosed; the enhanced severance obligations are immaterial relative to company size.

Risk Factors

  • None material from this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
90% bullish (20 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001428336-26-000016
Document: 0001428336-26-000016-index-headers.html0001428336-26-000016
Document: 0001428336-26-000016-index.html0001428336-26-000016
Document: 0001428336-26-000016.txt0001428336-26-000016
8 reports for HQY
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +19.79%May 28, 2026
Filters
Rows
Reports for HQY — sortable, filterable
TypeNow
Aug 27, 2026
5w ago
8-K
BULLISH ★ 7/10
$93.39 $88.60▼ −5.13%▼ −4.62%$90.04 (−3.59%)
Aug 27, 2026
5w ago
Press Release
BULLISH ★ 7/10
$93.39 $88.60▼ −5.13%▼ −4.62%$90.04 (−3.59%)
Aug 3, 2026
8w ago
Press Release
NEUTRAL ★ 2/10
$104.97 $97.00▼ −7.59%▼ −6.35%$90.04 (−14.22%)
Jun 2, 2026
17w ago
Insider Cluster
MIXED ★ 5/10
$85.21 $95.31▲ +11.85%▲ +12.85%$90.04 (+5.67%)
May 28, 2026
18w ago
8-K
BULLISH ★ 7/10
$87.99 $87.81▼ −0.20%▲ +1.59%$90.04 (+2.33%)
May 28, 2026
18w ago
Press Release
MIXED ★ 6/10
$87.99 $87.81▼ −0.20%▲ +1.59%$90.04 (+2.33%)
May 8, 2026
21w ago
8-K
NEUTRAL ★ 2/10
$81.65 $89.23▲ +9.28%▲ +9.59%$90.04 (+10.28%)
Mar 17, 2026
28w ago
Press Release
BULLISH ★ 8/10
$79.57 $84.53▲ +6.23%▲ +0.19%$90.04 (+13.16%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (64h 59m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access