---
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"
generated_at: "2026-06-14T01:05:58.349181+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001428336-23-000024
- JSON: https://secwatch.observer/filing/0001428336-23-000024.json
- Plain text: https://secwatch.observer/filing/0001428336-23-000024.txt

## Key facts
- Executive change
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1428336/000142833623000024/0001428336-23-000024-index.htm

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