In 2023, James M. Lucania earned $5.98M in total compensation at HealthEquity, including $575.00K salary, $495.94K bonus and $4.90M in stock. Most recently acquired 21,952 shares in Mar 2024. Currently holds stock worth $8.23M. Led HealthEquity as CEO for 1 years.
Compensation History
Annual executive compensation data for James M. Lucania, including salary, bonuses, and stock awards.
Year
2023
Total Compensation
$5.98M
Salary
$575.00K
Bonus
$495.94K
Other
$4.90K
Salary
$575.00KBoard 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
$495.94KBoard 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 Compensation
$4.90KBoard Justification
This amount includes employer matching contributions made to the Section 401(k) Plan and cybersecurity protection benefits.
Restricted Stock
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.
James M. Lucania
Ex-CEO of HealthEquity
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
Sector of Economy
Healthcare
Born
January 1, 1979 - 46 years ago
CEO of HealthEquity for
1 year 6 months (Jul 2023 - Jan 2025)
Previous Experience
Chief Financial Officer of Ascensus Holdings; Chief Financial Officer of Checkpoint Systems, Inc.; various positions in finance
Holdings
Track James M. Lucania's stock holdings and portfolio value over time.
Insider Trading
James M. Lucania's recent stock transactions, purchases, and sales filed with the SEC.
21,952 shares
HQY
Mar 27, 2024
Received
Rivals
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