Lucania James M 4

What Happened
James M. Lucania, Executive Vice President and Chief Financial Officer of HealthEquity, disposed of 4,393 shares on April 6, 2026 to satisfy tax or exercise-related obligations. The shares were recorded at $83.84 per share for a total proceeds/disposition value reported as $368,293. This transaction reflects tax withholding/share surrender tied to an equity award or option exercise rather than an open-market sale for investment purposes.

Key Details

• Transaction date: April 6, 2026; Filing date: April 8, 2026 (Form 4 accession 0001638683-26-000010).
• Price: $83.84 per share; Total reported disposition value: $368,293.
• Shares disposed: 4,393 (transaction code F — payment of exercise price or tax liability).
• Shares owned after transaction: not specified in the provided filing.
• Footnote: Power of Attorney previously filed March 29, 2024 is incorporated by reference.
• Timeliness: Filing was made on April 8 for an April 6 transaction; no late filing flag indicated.

Context
Code F indicates shares were surrendered/withheld to cover tax withholding or exercise costs (a routine administrative step common after option exercises or award vesting). Such disposals typically do not signal an executive’s view on the company’s stock — they are tax-related rather than discretionary market sells.