Lucania James M 4

What Happened

• James M. Lucania, EVP & Chief Financial Officer of HealthEquity, was granted 27,283 restricted stock units (RSUs) on March 25, 2026. The reported acquisition price is $0 (typical for RSU awards); no cash was paid. These RSUs represent contingent rights to receive one share per unit upon vesting.

Key Details

• Transaction date: 2026-03-25; Form filed: 2026-03-27 (appears filed within the usual 2-business-day window).
• Amount granted: 27,283 RSUs; reported acquisition price: $0.
• Shares owned after the transaction: not disclosed in the provided filing.
• Vesting (footnote): 25% of the award vests on April 1, 2027, then 6.25% vests on the first day of each calendar quarter for the next 12 quarters (full vesting over the subsequent 3 years).
• Administrative note: Power of Attorney for Mr. Lucania was previously filed (Mar 29, 2024) and is incorporated by reference in this filing.

Context

• This was a grant/award (not a purchase or sale). RSU grants are compensation and generally vest over time; they do not represent immediately tradable shares until they vest and are delivered.
• Because this is an award rather than an open-market purchase, it should be interpreted as part of executive compensation rather than a direct bullish or bearish trading signal.