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James M Lucania

CIK 1638683 · EVP & CFO · last filed 2026-07-10

James M Lucania is an EVP & CFO who has filed 25 SEC Form 4 insider transactions across 2 companies since 2015. The most recent filing shows the insider had shares withheld for taxes covering $269.9K of HQY on Jul 10, 2026. Current disclosed insider exposure totals $10.1M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$10.05M

Companies

2

Total Filings

25

Lifetime Open-Market Net

$0

Filer Profile

Reported Address
C/O HEALTHEQUITY, INC.
15 W. SCENIC POINTE DRIVE, SUITE 100
DRAPER, UT 84020
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
HQY EVP & CFO 104,617 $96.07 $10.05M $0 11 2026-07-10
CHECKPOINT SYSTEMS INC (CKP) Delisted Sr. VP, CFO & Treasurer 0 — — $0 5 2016-05-13

Recent Filings

25 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-07-10 HQY Tax (F) −2,839 -$269.9K EDGAR
2026-07-10 HQY Notice (144) −2,839 -$269.9K EDGAR
2026-04-08 HQY Tax (F) −4,393 -$368.3K EDGAR
2026-04-08 HQY Notice (144) −4,393 -$368.3K EDGAR
2026-03-27 HQY Grant (A) +27,283 $0 EDGAR
2026-01-13 HQY Tax (F) −2,470 -$235.2K EDGAR
2026-01-13 HQY Notice (144) −2,470 -$235.2K EDGAR
2025-10-08 HQY Tax (F) −2,393 -$211.9K EDGAR
2025-10-08 HQY Notice (144) −2,393 -$211.9K EDGAR
2025-07-08 HQY Tax (F) −2,375 -$239.6K EDGAR
Showing 1–10 of 25
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.