James M. Lucania

CIK: 0001638683

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)2 (16.7%)

Compensation grants

Other (G, F, J, C, D, …)10 (83.3%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

HQY

HEALTHEQUITY, INC.

Officer

Discretionary Trading P&L

Holdings

Transaction History (12 total)

HQY
HEALTHEQUITY, INC.
Oct 6, 2026
Tax Payment(F)
Direct
2.8K shares at avg. $91.16$257K
HQY
HEALTHEQUITY, INC.
Jul 8, 2026
Tax Payment(F)
Direct
2.8K shares at avg. $95.08$270K
HQY
HEALTHEQUITY, INC.
Apr 6, 2026
Tax Payment(F)
Direct
4.4K shares at avg. $83.84$368K
HQY
HEALTHEQUITY, INC.
Mar 25, 2026
Award(A)
Direct
27.3K shares-
HQY
HEALTHEQUITY, INC.
Jan 9, 2026
Tax Payment(F)
Direct
2.5K shares at avg. $95.24$235K
HQY
HEALTHEQUITY, INC.
Oct 6, 2025
Tax Payment(F)
Direct
2.4K shares at avg. $88.57$212K
HQY
HEALTHEQUITY, INC.
Jul 3, 2025
Tax Payment(F)
Direct
2.4K shares at avg. $100.87$240K
HQY
HEALTHEQUITY, INC.
Apr 3, 2025
Tax Payment(F)
Direct
4.2K shares at avg. $83.88$353K
HQY
HEALTHEQUITY, INC.
Apr 2, 2025
Award(A)
Direct
19.7K shares-
HQY
HEALTHEQUITY, INC.
Jan 7, 2025
Tax Payment(F)
Direct
1.8K shares at avg. $97.54$180K
HQY
HEALTHEQUITY, INC.
Oct 3, 2024
Tax Payment(F)
Direct
1.8K shares at avg. $78.25$139K
HQY
HEALTHEQUITY, INC.
Sep 10, 2024
Tax Payment(F)
Direct
6.9K shares at avg. $76.22$528K

		Type	Shares	Price		Ownership
Oct 6, 2026	HQY HEALTHEQUITY, INC.	Tax Payment(F)	2,822	$91.16	$257,240	Direct
Jul 8, 2026	HQY HEALTHEQUITY, INC.	Tax Payment(F)	2,839	$95.08	$269,941	Direct
Apr 6, 2026	HQY HEALTHEQUITY, INC.	Tax Payment(F)	4,393	$83.84	$368,293	Direct
Mar 25, 2026	HQY HEALTHEQUITY, INC.	Award(A)	27,283	-	$0	Direct
Jan 9, 2026	HQY HEALTHEQUITY, INC.	Tax Payment(F)	2,470	$95.24	$235,233	Direct
Oct 6, 2025	HQY HEALTHEQUITY, INC.	Tax Payment(F)	2,393	$88.57	$211,942	Direct
Jul 3, 2025	HQY HEALTHEQUITY, INC.	Tax Payment(F)	2,375	$100.87	$239,571	Direct
Apr 3, 2025	HQY HEALTHEQUITY, INC.	Tax Payment(F)	4,212	$83.88	$353,294	Direct
Apr 2, 2025	HQY HEALTHEQUITY, INC.	Award(A)	19,721	-	-	Direct
Jan 7, 2025	HQY HEALTHEQUITY, INC.	Tax Payment(F)	1,848	$97.54	$180,262	Direct
Oct 3, 2024	HQY HEALTHEQUITY, INC.	Tax Payment(F)	1,772	$78.25	$138,652	Direct
Sep 10, 2024	HQY HEALTHEQUITY, INC.	Tax Payment(F)	6,925	$76.22	$527,824	Direct

1-12 of 12 transactions

About Lucania James M

Lucania James M (SEC CIK 0001638683) files insider reports with the SEC as EVP & CFO of HEALTHEQUITY, INC. (HQY).

Signal8 holds 11 ownership filings by Lucania James M, all Form 4s, filed between Sep 12, 2024 and Oct 8, 2026. Those filings report 12 transactions, from Sep 10, 2024 to Oct 6, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Lucania James M's filings is in DRAPER, UT.

Recent filings by Lucania James M

Oct 6, 2026: Tax withholding of HQY shares (Form 4, code F).
Jul 8, 2026: Tax withholding of HQY shares (Form 4, code F).
Apr 6, 2026: Tax withholding of HQY shares (Form 4, code F).
Mar 25, 2026: Grant or award of HQY shares (Form 4, code A).
Jan 9, 2026: Tax withholding of HQY shares (Form 4, code F).

Other insiders filing for HEALTHEQUITY, INC. (HQY)

Rajasekar Sunil, EVP Chief Prod & Strat Officer
Ladd Delano, EVP, General Counsel
Fiore Michael Henry, Officer
Neeleman Stephen, FOUNDER AND VICE CHAIRMAN
Gathright Michael, Chief Customer Officer
Cutler Scott, President and CEO

How to read Form 4 transaction codes