Form 4: HealthEquity EVP & CFO James Lucania Reports Stock Transactions
SEC Form 4 Filing
James Lucania, EVP & CFO of HealthEquity, Inc., reported the acquisition and disposal of company stock on April 2nd and 3rd, 2025.
Summary
- On April 2, 2025, James Lucania acquired 19,721 shares of HealthEquity common stock at $0.
- These shares were related to restricted stock units vesting over time starting April 1, 2026.
- On April 3, 2025, Lucania disposed of 4,212 shares of common stock at a weighted average price of $83.8779.
- Following these transactions, Lucania directly owns 91,804 shares of HealthEquity common stock.
Sentiment
Score: 5
Explanation: The document is a neutral report of stock transactions, with no inherent positive or negative sentiment.
Industry Context
This filing is a routine disclosure of stock transactions by a company insider, as required by the SEC. It provides transparency into the trading activities of key personnel.
Stakeholder Impact
- The transactions may have a minor impact on shareholders due to the change in insider ownership.
Key Dates
| Date | Description |
|---|---|
| 04/02/2025 | James Lucania acquired 19,721 shares of HealthEquity common stock. |
| 04/03/2025 | James Lucania disposed of 4,212 shares of HealthEquity common stock. |
| 04/04/2025 | Date of signature for the Form 4 filing. |
| 04/01/2026 | 25% of the restricted stock units vest. |
Keywords
HealthEquity, HQY, James Lucania, stock transaction, Form 4, EVP & CFO, insider trading
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