HealthEquity names James Lucania as CFO; $575k salary, $4.5M RSU grant

HEALTHEQUITY, INC.

James Lucania appointed EVP & CFO, starting Sept 2023 after Q2 10-Q filing.
Base salary $575,000; target annual bonus 75% of salary; initial RSU grant $4.5M.
Outgoing CFO Mr. Murdock receives severance, will serve as Special Advisor for transition.
Murdock's departure not related to any disagreement on financial or accounting policies.
Lucania eligible for annual equity awards of at least $3.5M starting FY2025.

item 5.02 item 9.01

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Appointed

James M. Lucania

Executive Vice President and Chief Financial Officer

HQY · HEALTHEQUITY, INC.

Filed: June 14, 2023, 7:59 PM ET

On June 14, 2023, HealthEquity, Inc. (the “Company”) announced that James M. Lucania will be appointed as the Company’s new Executive Vice President and Chief Financial Officer.

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Executive change SEC 8-K Item 5.02 confidence 0.95

James M. Lucania was appointed as Executive Vice President and Chief Financial Officer at HEALTHEQUITY, INC..

Action: appointed
Role: Executive Vice President and Chief Financial Officer

Exact text from the filing

On June 14, 2023, HealthEquity, Inc. (the “Company”) announced that James M. Lucania will be appointed as the Company’s new Executive Vice President and Chief Financial Officer.

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Source: SEC EDGAR

accession 0001428336-23-000024

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