{"schema_version":"secwatch.filing_event.v1","accession":"0001428336-23-000024","form_type":"8-K","ticker":"HQY","cik":"0001428336","company_name":"HEALTHEQUITY, INC.","filed_at":"2023-06-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.832630+00:00","generated_at":"2026-06-14T01:05:58.349181+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"HealthEquity names James Lucania as CFO; $575k salary, $4.5M RSU grant","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001428336-23-000024","json":"https://secwatch.observer/filing/0001428336-23-000024.json","markdown":"https://secwatch.observer/filing/0001428336-23-000024.md","text":"https://secwatch.observer/filing/0001428336-23-000024.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428336/000142833623000024/0001428336-23-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428336/000142833623000024/hqy-20230612.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-14T01:05:58.349181+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"cf193443f7","claim":"James M. Lucania was appointed as Executive Vice President and Chief Financial Officer at HEALTHEQUITY, INC..","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1428336/000142833623000024/0001428336-23-000024-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Vice President and Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}