secwatch.observer — SEC 8-K summary
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Issuer:     HEALTHEQUITY, INC. (HQY)
CIK:        0001428336
Form:       8-K
Filed at:   2023-06-14T23:59:59+00:00
Accession:  0001428336-23-000024
Event type: leadership
Sentiment:  neutral
Materiality: 0.60
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428336/000142833623000024/0001428336-23-000024-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428336/000142833623000024/hqy-20230612.htm
  HTML page:      https://secwatch.observer/filing/0001428336-23-000024

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer