---
schema_version: "secwatch.filing_event.v1"
accession: "0001239819-24-000116"
form_type: "8-K"
ticker: null
cik: "0001239819"
company_name: "LUNA INNOVATIONS INC"
filed_at: "2024-10-16T23:59:59+00:00"
generated_at: "2026-05-30T13:37:42.038245+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Luna Innovations names William Phelan CFO/CAO; John Roiko retires to consulting role

## Summary
- John Roiko resigned as CFO effective Oct 16, 2024, to retire; will consult on restatement process.
- William Phelan appointed CFO and CAO; base salary $400k, 150k RSUs vesting after 12 months.
- Phelan previously CAO at MiMedx Group; has served as consultant to Luna since May 2024.
- Phelan's RSUs fully accelerate upon change of control; no severance for Roiko.

## SEC filing metadata
- accession: 0001239819-24-000116
- form_type: 8-K
- cik: 0001239819
- company_name: LUNA INNOVATIONS INC
- filed_at: 2024-10-16T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1239819/000123981924000116/0001239819-24-000116-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1239819/000123981924000116/luna-20241016.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001239819-24-000116
- JSON: https://secwatch.observer/filing/0001239819-24-000116.json
- Plain text: https://secwatch.observer/filing/0001239819-24-000116.txt

## Key facts
- Executive change
  William L. Phelan was appointed as Chief Financial Officer and Chief Accounting Officer at LUNA INNOVATIONS INC.
  - Action: appointed
  - Role: Chief Financial Officer and Chief Accounting Officer
  source text: Effective October 16, 2024, the Board appointed William L. Phelan as the Company’s Chief Financial Officer and Chief Accounting Officer
  evidence_url: https://www.sec.gov/Archives/edgar/data/1239819/000123981924000116/0001239819-24-000116-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.