HEALTHEQUITY, INC. — Form 10-Q
Filed August 27, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 15/100
What the filing says
HealthEquity filed amended RSU grant notices under its Amended and Restated 2024 Equity Incentive Plan, covering both employee and non-employee director awards. The specific counterparties, share counts, grant dates, and vesting schedules are templated with variable placeholders (%%FIRST_NAME_MIDDLE_NAME_LAST_NAME%%, %%TOTAL_SHARES_GRANTED%%, %%OPTION_DATE%%) and not populated in the exhibit. CEO Scott Cutler and CFO James Lucania certified the Q2 FY2027 10-Q (quarter ended July 31, 2026) as accurate on August 27, 2026, with no material weaknesses or fraud disclosures.
Why this rating
Boilerplate equity plan documentation with no disclosed award details, grant amounts, or plan material changes. Routine certification exhibits. No business impact.
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