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8-K ·Filed Oct 9, 2026

HQY

HEALTHEQUITY, INC.
NEUTRAL
Impact 2/10
Horizonweeks Processed22d 23h ago SEC0001104659-26-115084
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor for any subsequent management restructuring or changes in commercial strategy; the redistribution of CCO responsibilities may signal organizational shifts but no immediate catalyst.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled: T+5d ⚠ clustered
HQY ▲ +1.13% at T+5d
NEUTRAL call +1.13% · α vs SPY +2.62% · entry $92.03 → $93.07
Next anchor: T+20d in 5d
Latest observation: T+14 +8.68% FF3 residual α
Entry = T+0 close
Oct 9, 2026
via day close
T+1d
-2.00%
call -2.00% · α -1.99%
$90.19
settled 20d ago
T+5d
+1.13%
call +1.13% · α +2.62%
$93.07
settled 16d ago
T+20d
Pending
in 5d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

HealthEquity terminated Chief Commercial Officer Michael Fiore without cause, effective October 5, 2026. His responsibilities will be redistributed to other management team members. This is a routine officer departure with no financial details disclosed and no replacement named, indicating limited immediate impact.

Key Facts

  • Michael Fiore, Chief Commercial Officer, terminated without cause effective October 5, 2026
  • Responsibilities to be redistributed to other management team members
  • Severance payments and benefits per previously filed employment agreement and proxy statement
  • Outstanding equity awards treated per existing stock incentive plans and award agreements
  • No replacement named

Financial Impact

Severance payments and equity treatment per existing agreements; no specific dollar amounts disclosed

Risk Factors

  • Potential disruption to commercial operations during transition period
  • No successor named, which may create temporary leadership gap

Investment Themes

Software & IT

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0001104659-26-115084
Document: 0001104659-26-115084-index-headers.html0001104659-26-115084
Document: 0001104659-26-115084-index.html0001104659-26-115084
Document: 0001104659-26-115084.txt0001104659-26-115084
19 reports for HQY
Performance horizon

Track record builds as more directional reports settle.

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Reports for HQY, sortable and filterable
TypeNow
Oct 27, 2026
5d ago
Institutional Cluster
NEUTRAL ★ 3/10
$100.88awaiting T+20awaiting T+20$102.47 (+1.58%)
Oct 19, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$96.60awaiting T+20awaiting T+20$102.47 (+6.08%)
Oct 9, 2026
22d ago
8-K
NEUTRAL ★ 2/10
$92.03awaiting T+20awaiting T+20$102.47 (+11.34%)
Oct 9, 2026
23d ago
SC 13G/A
NEUTRAL ★ 3/10
$92.61awaiting T+20awaiting T+20$102.47 (+10.65%)
Oct 8, 2026
23d ago
144
NEUTRAL ★ 2/10
$92.61awaiting T+20awaiting T+20$102.47 (+10.65%)
Oct 8, 2026
23d ago
144
NEUTRAL ★ 2/10
$92.61awaiting T+20awaiting T+20$102.47 (+10.65%)
Oct 8, 2026
23d ago
144
NEUTRAL ★ 2/10
$92.61awaiting T+20awaiting T+20$102.47 (+10.65%)
Oct 8, 2026
23d ago
144
NEUTRAL ★ 2/10
$92.61awaiting T+20awaiting T+20$102.47 (+10.65%)
Oct 8, 2026
23d ago
144
NEUTRAL ★ 2/10
$92.61awaiting T+20awaiting T+20$102.47 (+10.65%)
Oct 8, 2026
23d ago
144
NEUTRAL ★ 2/10
$92.61awaiting T+20awaiting T+20$102.47 (+10.65%)
Showing 10 of 19

US Market Status

Market Closed · Opens Mon (17h 56m)

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Report published Oct 9, 2026