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HealthEquity (NASDAQ: HQY) investors back all 2026 meeting proposals

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

HealthEquity, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 25, 2026. As of the May 6, 2026 record date, 83,830,457 shares of common stock were outstanding and entitled to vote.

Stockholders elected ten directors to serve until the 2027 annual meeting, with each nominee receiving over 74 million votes in favor. They also ratified PricewaterhouseCoopers LLP as independent auditor for the fiscal year ending January 31, 2027, approved on a non-binding basis the fiscal 2026 executive compensation, and authorized a new 2026 Employee Stock Purchase Plan. In addition, stockholders approved the Amended and Restated 2024 Equity Incentive Plan, supporting the company’s long-term equity-based compensation programs.

Positive

  • None.

Negative

  • None.
Item 5.07 Submission of Matters to a Vote of Security Holders Governance
Results of a shareholder vote on proposals at an annual or special meeting.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Shares entitled to vote 83,830,457 shares Common stock outstanding as of May 6, 2026 record date
Auditor ratification votes for 79,249,985 votes Ratification of PricewaterhouseCoopers LLP for FY ending January 31, 2027
Say-on-pay support 74,032,348 votes for Advisory approval of fiscal 2026 executive compensation
2026 ESPP approval 75,717,841 votes for Approval of 2026 Employee Stock Purchase Plan
2024 Equity Plan approval 73,514,259 votes for Approval of Amended and Restated 2024 Equity Incentive Plan
Director vote example 75,701,238 votes for Election of director William Gassen to serve until 2027 meeting
broker non-votes financial
"The tables below set forth the number of votes cast for and against, and the number of abstentions or broker non-votes, for each matter"
Broker non-votes occur when a brokerage firm is unable to vote on a shareholder’s behalf during a company election or decision because the shareholder has not given specific voting instructions, and the broker is not allowed or chooses not to vote on certain matters. They are important because they can affect the outcome of votes, especially when the results are close, by effectively reducing the total number of votes cast.
non-binding, advisory basis financial
"The approval, on a non-binding, advisory basis, of the fiscal 2026 compensation paid to the Company’s named executive officers."
A non-binding, advisory basis means a recommendation or decision that carries no legal force and does not obligate the parties to act; it’s similar to a friendly suggestion rather than a signed promise. For investors, this matters because such guidance can influence market expectations and management plans but offers no guarantee of follow-through, so investors should treat it as informative input rather than a firm commitment.
Employee Stock Purchase Plan financial
"The approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan."
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
Equity Incentive Plan financial
"The approval of the Amended and Restated HealthEquity, Inc. 2024 Equity Incentive Plan."
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
independent registered public accounting firm financial
"The ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm"
An independent registered public accounting firm is an outside accounting company officially registered with the government regulator to examine and report on a public company's financial records and controls. Investors treat its reports like an impartial inspector’s certificate — they add credibility to financial statements, help spot errors or misleading claims, and reduce the risk that shareholders are relying on unchecked or biased numbers.
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Learn about SEC filing dates
0001428336false00014283362026-06-252026-06-25

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

Form 8-K

CURRENT REPORT
Pursuant to Section 13 or 15(d) of
The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported)

June 25, 2026
HEALTHEQUITY, INC.

Delaware
001-36568
52-2383166
(State or other jurisdiction of
incorporation or organization)
(Commission File Number)
(I.R.S. Employer
Identification Number)

15 West Scenic Pointe Drive
Suite 100
Draper, Utah 84020
(801) 727-1000

(Address, including Zip Code, and Telephone Number, including Area Code, of Registrant’s Principal Executive Offices)

Not Applicable
(Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2):
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common stock, par value $0.0001 per shareHQYThe NASDAQ Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). 
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.



Item 5.07    Submission of Matters to a Vote of Security Holders.
On June 25, 2026, the Company held its 2026 Annual Meeting. As of the close of business on May 6, 2026, the record date for the Annual Meeting, 83,830,457 shares of common stock of the Company were issued and outstanding and entitled to vote at the Annual Meeting. At the Annual Meeting, the stockholders voted on five proposals, each of which is described in more detail in the Company’s definitive proxy statement on Schedule 14A filed with the U.S. Securities and Exchange Commission on May 13, 2026. Stockholders approved each of the proposals presented for a vote. The tables below set forth the number of votes cast for and against, and the number of abstentions or broker non-votes, for each matter voted upon by the Company’s stockholders.
Proposal 1. The election of ten directors to hold office until the 2027 Annual Meeting of Stockholders and until their successors are duly elected and qualified.
ForAgainstAbstainBroker Non-Votes
Robert Selander74,453,1871,442,01435,2053,822,795
Scott Cutler75,542,815353,78933,8023,822,795
Stephen Neeleman, M.D.75,032,571864,87532,9603,822,795
Adrian Dillon74,828,4711,066,05935,8763,822,795
Evelyn Dilsaver74,762,6461,131,19636,5643,822,795
William Gassen75,701,238193,56635,6023,822,795
Debra McCowan74,683,2891,209,51137,6063,822,795
Rajesh Natarajan75,770,615124,05335,7383,822,795
Stuart Parker75,662,488231,60936,3093,822,795
Gayle Wellborn75,005,354811,661113,3913,822,795
Proposal 2. The ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending January 31, 2027. There were no broker non-votes for this proposal.
ForAgainstAbstain
79,249,985449,60053,616
Proposal 3. The approval, on a non-binding, advisory basis, of the fiscal 2026 compensation paid to the Company’s named executive officers.
ForAgainstAbstainBroker Non-Votes
74,032,3481,852,93145,1273,822,795
Proposal 4. The approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan.
ForAgainstAbstainBroker Non-Votes
75,717,841190,96421,6013,822,795
Proposal 5. The approval of the Amended and Restated HealthEquity, Inc. 2024 Equity Incentive Plan.
ForAgainstAbstainBroker Non-Votes
73,514,2592,366,90049,2473,822,795
Item 9.01    Financial Statements and Exhibits
(d) Exhibits
Exhibit No.Description
104
Cover Page Interactive Data File (formatted in Inline XBRL)





SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
HEALTHEQUITY, INC.
Date: June 26, 2026By:/s/ James Lucania
Name:James Lucania
Title:Executive Vice President and Chief Financial Officer



FAQ

What did HealthEquity (HQY) stockholders vote on at the 2026 Annual Meeting?

Stockholders voted on five proposals, including electing ten directors, ratifying PricewaterhouseCoopers LLP as auditor, approving 2026 executive pay on an advisory basis, and approving both a 2026 Employee Stock Purchase Plan and an amended 2024 Equity Incentive Plan.

How many HealthEquity (HQY) shares were entitled to vote at the 2026 meeting?

A total of 83,830,457 shares of HealthEquity common stock were issued, outstanding, and entitled to vote as of the May 6, 2026 record date, forming the basis for quorum and voting power at the 2026 Annual Meeting of Stockholders.

Were all director nominees elected at HealthEquity’s 2026 Annual Meeting?

Yes, all ten director nominees were elected. Each received more than 74 million votes in favor, with relatively low levels of votes against or abstentions, confirming broad stockholder support for the company’s current board composition for the term through the 2027 meeting.

Did HealthEquity (HQY) stockholders approve the 2026 Employee Stock Purchase Plan?

Yes, stockholders approved the 2026 Employee Stock Purchase Plan with 75,717,841 votes for, 190,964 against, and 21,601 abstentions, plus 3,822,795 broker non-votes. This authorization supports ongoing employee share purchase opportunities under a formalized plan structure.

What were the vote results on HealthEquity’s amended 2024 Equity Incentive Plan?

The Amended and Restated 2024 Equity Incentive Plan was approved with 73,514,259 votes for, 2,366,900 against, 49,247 abstentions, and 3,822,795 broker non-votes. This maintains the company’s framework for granting equity awards as part of long-term incentive compensation programs.

Who is HealthEquity’s auditor for the fiscal year ending January 31, 2027?

PricewaterhouseCoopers LLP will serve as HealthEquity’s independent registered public accounting firm for the fiscal year ending January 31, 2027, after stockholders ratified its appointment with 79,249,985 votes for, 449,600 against, and 53,616 abstentions at the 2026 Annual Meeting.

Filing Exhibits & Attachments

3 documents