James M. Lucania is the Chief Executive Officer and Chief Financial Officer of HealthEquity, Inc., a company known for managing health savings accounts. He holds a strong educational background with a B.S. in economics and a B.A. in music from...

Current Market Cap

$8.93B

Number of Employees

3.15K

Total Compensation

2023 - 2023

Trending up by 0.00% last year
Showing total compensation for the last 2023 - 2023

Stock

Up by 0.00% last year

Salary

Up by 0.00% last year

Bonus

Up by 0.00% last year

Other

Up by 0.00% last year

Year

2023

Total Compensation

$5.98M

Salary

$575.00K

Board Justification

The compensation philosophy is designed to attract, retain, and motivate a talented executive team, linking compensation to performance metrics and aligning interests with stockholders.

Bonus

$495.94K

Board Justification

The annual cash bonus for the fiscal year ended January 31, 2024, based on performance metrics, was calculated at 115% of the target bonus opportunity of 75% of base salary.

Other

$4.90K

Board Justification

This amount includes employer matching contributions made to the Section 401(k) Plan and cybersecurity protection benefits.

Restricted Stock

$4.90M(64.89K RSU)

Board Justification

The stock of the CEO that vested in 2023 consists of time-based restricted stock units that vest 25% on September 6, 2024, with the remaining portion vesting ratably over the following 12 quarters.

Performance Metrics

The performance metrics for determining the compensation included revenue, Adjusted EBITDA, and new HSA sales.

SEC Filing

From May 17, 2024

James M. Lucania

CEO of HealthEquity

H

Education

B.S. in economics and B.A. in music from the University of Pennsylvania; MBA from UCLA Anderson School of Management

Field of Expertise

Finance & Banking - Finance

Born

January 1, 1979 - 45 years ago

Is Founder?

No

Current Tenure

1 year 4 months (Jul 2023 - Present)

Previous Experience

Chief Financial Officer of Ascensus Holdings; Chief Financial Officer of Checkpoint Systems, Inc.; various positions in finance

View Holdings

Insider Holdings of James M. Lucania

HQY

$7.66M

$651.42K (9.30%)

Last Insider Trade

HQY

21,952 shares

HQY

Mar 27, 2024

Received