Lucania James M 4

What Happened James M. Lucania, EVP & CFO of HealthEquity (HQY), had 2,839 shares disposed (withheld) on July 8, 2026 to cover tax liabilities related to an equity award or exercise. The shares were valued at $95.08 each, for a total of $269,941. This was a tax-withholding/net settlement event — not an open-market sale.

Key Details

• Transaction date and price: 2026-07-08 at $95.08 per share; total value $269,941.
• Transaction type/code: F — payment of exercise price or tax liability (shares withheld).
• Shares owned after transaction: Not specified in the provided filing (see full Form 4 for total holdings).
• Filing: Report filed 2026-07-10 covering the 7/8/2026 transaction — appears timely.
• Footnote: This was a tax withholding/net settlement (common when awards vest or options are exercised).

Context Withholding shares to cover taxes is an administrative action to satisfy tax obligations and does not necessarily indicate insider sentiment about the company. Purchases or open-market sales are typically more informative for gauging an insider’s view. For full details, consult the original Form 4 filing (Accession 0001638683-26-000014).