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Nasdaq · USD

HCAT

Health Catalyst, Inc.

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1565
SEC CIK
0001636422
Parsed reports
554

Last 12 months

Inside the activity.

1 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202610
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 11, 2024 Filed Jun 12, 2024 16:25 UTC
Freeman Kevin LeeChief Commercial Officer
SaleCommon Stock 7,500 $6.53 $49,008.00
Disclosure

SEC source: 0001562180-24-004989 · primarydocument.xml · nonDerivative · entry 1

Freeman Kevin Lee · CIK 0001945797 · Chief Commercial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 266,153

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 11th, 2024 in accordance with Rule 10b5-1.

Read SEC document
June 06, 2024 Filed Jun 12, 2024 16:25 UTC
LeSueur DanielChief Operating Officer
SaleCommon Stock 11,923 $6.72 $80,064.14
Disclosure

SEC source: 0001562180-24-004990 · primarydocument.xml · nonDerivative · entry 1

LeSueur Daniel · CIK 0002013388 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 160,423

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7th, 2024 in accordance with Rule 10b5-1.

Read SEC document
June 06, 2024 Filed Jun 12, 2024 20:25 UTC
Landry BenjaminGeneral Counsel
SaleCommon Stock 2,387 $6.71 $16,017.96
Disclosure

SEC source: 0001562180-24-004991 · primarydocument.xml · nonDerivative · entry 1

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 104,625

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 1st, 2024 in accordance with Rule 10b5-1.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 16:13 UTC
Freeman Kevin LeeChief Commercial Officer
Tax withholdingCommon Stock 2,951 $6.53 $19,279.77
Disclosure

SEC source: 0001562180-24-004628 · primarydocument.xml · nonDerivative · entry 1

Freeman Kevin Lee · CIK 0001945797 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,653

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 16:15 UTC
LeSueur DanielChief Operating Officer
Tax withholdingCommon Stock 1,873 $6.53 $12,236.87
Disclosure

SEC source: 0001562180-24-004632 · primarydocument.xml · nonDerivative · entry 1

LeSueur Daniel · CIK 0002013388 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,346

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 20:15 UTC
Llewelyn LindaChief People Officer
Tax withholdingCommon Stock 1,716 $6.53 $11,211.14
Disclosure

SEC source: 0001562180-24-004631 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,444

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 16:14 UTC
Burton Daniel D.Director · Chief Executive Officer
Tax withholdingCommon Stock 4,442 $6.53 $29,020.92
Disclosure

SEC source: 0001562180-24-004630 · primarydocument.xml · nonDerivative · entry 1

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,163,208

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 20:14 UTC
Alger JasonChief Financial Officer
Tax withholdingCommon Stock 1,238 $6.53 $8,088.23
Disclosure

SEC source: 0001562180-24-004629 · primarydocument.xml · nonDerivative · entry 1

Alger Jason · CIK 0001839111 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,993

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 20:13 UTC
Landry BenjaminGeneral Counsel
Tax withholdingCommon Stock 1,300 $6.53 $8,493.29
Disclosure

SEC source: 0001562180-24-004627 · primarydocument.xml · nonDerivative · entry 2

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,012

F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
May 31, 2024 Filed Jun 4, 2024 20:13 UTC
Landry BenjaminGeneral Counsel
SaleCommon Stock 12,577 $6.61 $83,132.71
Disclosure

SEC source: 0001562180-24-004627 · primarydocument.xml · nonDerivative · entry 1

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,312

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 1st, 2024 in accordance with Rule 10b5-1.

Read SEC document
May 15, 2024 Filed May 20, 2024 22:35 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 2,066 $7.00 $14,462.00
Disclosure

SEC source: 0001562180-24-004235 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 124,160

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

Read SEC document
April 15, 2024 Filed Apr 17, 2024 20:31 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 2,005 $6.11 $12,250.55
Disclosure

SEC source: 0001562180-24-003448 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 126,226

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

Read SEC document
March 15, 2024 Filed Mar 19, 2024 21:04 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 2,005 $7.80 $15,647.62
Disclosure

SEC source: 0001562180-24-002815 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 128,231

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:14 UTC
Hunt Bryan TrumanChief Financial Officer
Tax withholdingCommon Stock 11,684 $8.05 $94,070.22
Disclosure

SEC source: 0001562180-24-002253 · primarydocument.xml · nonDerivative · entry 1

Hunt Bryan Truman · CIK 0001839107 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,849

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:14 UTC
Freeman Kevin LeeChief Commercial Officer
Tax withholdingCommon Stock 4,540 $8.05 $36,552.45
Disclosure

SEC source: 0001562180-24-002254 · primarydocument.xml · nonDerivative · entry 1

Freeman Kevin Lee · CIK 0001945797 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 276,604

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:16 UTC
LeSueur DanielChief Operating Officer
GrantCommon Stock 70,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002257 · primarydocument.xml · nonDerivative · entry 2

LeSueur Daniel · CIK 0002013388 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,219

F2 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 33.33% of the RSUs will vest on December 1, 2024 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 equal quarterly installments.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:16 UTC
LeSueur DanielChief Operating Officer
Tax withholdingCommon Stock 3,279 $8.05 $26,399.88
Disclosure

SEC source: 0001562180-24-002257 · primarydocument.xml · nonDerivative · entry 1

LeSueur Daniel · CIK 0002013388 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,219

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:14 UTC
Llewelyn LindaChief People Officer
Tax withholdingCommon Stock 3,439 $8.05 $27,688.08
Disclosure

SEC source: 0001562180-24-002252 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,236

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 16:14 UTC
Burton Daniel D.Director · Chief Executive Officer
Tax withholdingCommon Stock 4,973 $8.05 $40,038.62
Disclosure

SEC source: 0001562180-24-002251 · primarydocument.xml · nonDerivative · entry 1

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,167,650

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:14 UTC
Alger JasonChief Financial Officer
GrantCommon Stock 70,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002256 · primarydocument.xml · nonDerivative · entry 2

Alger Jason · CIK 0001839111 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,231

F2 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 33.33% of the RSUs will vest on December 1, 2024 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 equal quarterly installments.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:14 UTC
Alger JasonChief Financial Officer
Tax withholdingCommon Stock 2,474 $8.05 $19,918.67
Disclosure

SEC source: 0001562180-24-002256 · primarydocument.xml · nonDerivative · entry 1

Alger Jason · CIK 0001839111 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,231

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:14 UTC
Landry BenjaminGeneral Counsel
Tax withholdingCommon Stock 3,315 $8.05 $26,689.73
Disclosure

SEC source: 0001562180-24-002255 · primarydocument.xml · nonDerivative · entry 1

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,889

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
February 27, 2024 Filed Feb 27, 2024 16:01 UTC
Burton Daniel D.Director · Chief Executive Officer
PurchaseCommon Stock 26,200 $7.81 $204,525.06
Disclosure

SEC source: 0001562180-24-001777 · primarydocument.xml · nonDerivative · entry 1

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,172,623

Read SEC document
February 20, 2024 Filed Feb 22, 2024 19:33 UTC
Hunt Bryan TrumanChief Financial Officer
GrantCommon Stock 11,111 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001652 · primarydocument.xml · nonDerivative · entry 1

Hunt Bryan Truman · CIK 0001839107 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 231,533

F1 · shares: Represents an award of 11,111 performance-based restricted units ("PRSUs") pursuant to the 2019 Plan, based upon the Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2023. Each PRSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 19:34 UTC
Freeman Kevin LeeChief Commercial Officer
GrantCommon Stock 3,334 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001656 · primarydocument.xml · nonDerivative · entry 2

Freeman Kevin Lee · CIK 0001945797 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 281,144

F2 · shares: Represents an award of 3,334 performance-based restricted units ("PRSUs") pursuant to the 2019 Plan, based upon the Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2023. Each PRSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 19:34 UTC
Freeman Kevin LeeChief Commercial Officer
GrantCommon Stock 110,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001656 · primarydocument.xml · nonDerivative · entry 1

Freeman Kevin Lee · CIK 0001945797 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 277,810

F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 33.33% of the RSUs will vest on December 1, 2024 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 equal quarterly installments.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 00:34 UTC
Llewelyn LindaChief People Officer
GrantCommon Stock 3,889 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001654 · primarydocument.xml · nonDerivative · entry 2

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,675

F2 · shares: Represents an award of 3,889 performance-based restricted units ("PRSUs") pursuant to the 2019 Plan, based upon the Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2023. Each PRSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 00:34 UTC
Llewelyn LindaChief People Officer
GrantCommon Stock 65,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001654 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,786

F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 33.33% of the RSUs will vest on December 1, 2024 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 equal quarterly installments.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 19:34 UTC
Burton Daniel D.Director · Chief Executive Officer
GrantCommon Stock 250,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001657 · primarydocument.xml · nonDerivative · entry 1

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,146,423

F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 33.33% of the RSUs will vest on December 1, 2024 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 equal quarterly installments.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 00:34 UTC
Landry BenjaminGeneral Counsel
GrantCommon Stock 4,444 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001655 · primarydocument.xml · nonDerivative · entry 2

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,204

F2 · shares: Represents an award of 4,444 performance-based restricted units ("PRSUs") pursuant to the 2019 Plan, based upon the Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2023. Each PRSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 00:34 UTC
Landry BenjaminGeneral Counsel
GrantCommon Stock 75,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001655 · primarydocument.xml · nonDerivative · entry 1

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,760

F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 33.33% of the RSUs will vest on December 1, 2024 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 equal quarterly installments.

Read SEC document
February 20, 2024 Filed Feb 23, 2024 00:34 UTC
Alger JasonChief Accounting Officer
GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-001653 · primarydocument.xml · nonDerivative · entry 1

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,705

F1 · shares: Represents an award of 2,778 performance-based restricted units ("PRSUs") pursuant to the 2019 Plan, based upon the Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2023. Each PRSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:10 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 3,262 $9.77 $31,854.73
Disclosure

SEC source: 0001562180-24-001434 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,786

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

Read SEC document
January 16, 2024 Filed Jan 18, 2024 22:49 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 3,163 $10.83 $34,246.12
Disclosure

SEC source: 0001562180-24-000542 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,048

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

Read SEC document
December 15, 2023 Filed Dec 19, 2023 21:07 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 3,163 $8.83 $27,922.65
Disclosure

SEC source: 0001562180-23-008466 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 71,211

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

Read SEC document
December 06, 2023 Filed Dec 7, 2023 23:29 UTC
Alger JasonChief Accounting Officer
SaleCommon Stock 2,177 $7.55 $16,436.35
Disclosure

SEC source: 0001562180-23-008212 · primarydocument.xml · nonDerivative · entry 1

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 51,927

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2022 in accordance with Rule 10b5-1.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 17:39 UTC
Hunt Bryan TrumanChief Financial Officer
Tax withholdingCommon Stock 14,118 $7.45 $105,183.34
Disclosure

SEC source: 0001562180-23-008137 · primarydocument.xml · nonDerivative · entry 1

Hunt Bryan Truman · CIK 0001839107 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 220,422

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 17:39 UTC
Bickmore Anne MarieCOO and Chief Product Officer
Tax withholdingCommon Stock 4,114 $7.45 $30,650.53
Disclosure

SEC source: 0001562180-23-008138 · primarydocument.xml · nonDerivative · entry 1

Bickmore Anne Marie · CIK 0001972100 · COO and Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,720

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 17:38 UTC
Freeman Kevin LeeChief Commercial Officer
Tax withholdingCommon Stock 2,921 $7.45 $21,762.33
Disclosure

SEC source: 0001562180-23-008132 · primarydocument.xml · nonDerivative · entry 1

Freeman Kevin Lee · CIK 0001945797 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,810

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 22:38 UTC
Llewelyn LindaChief People Officer
Tax withholdingCommon Stock 4,161 $7.45 $31,000.70
Disclosure

SEC source: 0001562180-23-008134 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,374

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

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December 01, 2023 Filed Dec 5, 2023 17:38 UTC
Burton Daniel D.Director · Chief Executive Officer
Tax withholdingCommon Stock 8,478 $7.45 $63,163.64
Disclosure

SEC source: 0001562180-23-008133 · primarydocument.xml · nonDerivative · entry 1

Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 896,423

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

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December 01, 2023 Filed Dec 5, 2023 22:39 UTC
Alger JasonChief Accounting Officer
Tax withholdingCommon Stock 2,838 $7.45 $21,143.95
Disclosure

SEC source: 0001562180-23-008136 · primarydocument.xml · nonDerivative · entry 1

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,104

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

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December 01, 2023 Filed Dec 5, 2023 22:38 UTC
Landry BenjaminGeneral Counsel
Tax withholdingCommon Stock 3,427 $7.45 $25,532.18
Disclosure

SEC source: 0001562180-23-008135 · primarydocument.xml · nonDerivative · entry 1

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,760

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

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November 15, 2023 Filed Nov 17, 2023 21:20 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 1,196 $8.25 $9,867.00
Disclosure

SEC source: 0001562180-23-007757 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 78,535

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

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October 16, 2023 Filed Oct 20, 2023 20:04 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 1,161 $8.33 $9,671.13
Disclosure

SEC source: 0001562180-23-007403 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 79,731

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

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October 05, 2023 Filed Oct 6, 2023 21:32 UTC
Landry BenjaminGeneral Counsel
GrantCommon Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-007244 · primarydocument.xml · nonDerivative · entry 1

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,187

F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 25% of the RSUs will vest on December 1, 2023 and, thereafter, the remaining 75% of the RSUs will vest in 12 equal quarterly installments.

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September 15, 2023 Filed Sep 19, 2023 22:09 UTC
Llewelyn LindaChief People Officer
SaleCommon Stock 1,160 $11.01 $12,771.60
Disclosure

SEC source: 0001562180-23-006963 · primarydocument.xml · nonDerivative · entry 1

Llewelyn Linda · CIK 0001780878 · Chief People Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 80,892

F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on May 23, 2023 in accordance with Rule 10b5-1.

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September 06, 2023 Filed Sep 7, 2023 00:48 UTC
Landry BenjaminGeneral Counsel
SaleCommon Stock 1,157 $11.52 $13,332.23
Disclosure

SEC source: 0001562180-23-006768 · primarydocument.xml · nonDerivative · entry 2

Landry Benjamin · CIK 0001975281 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,187

F2 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on September 13, 2022 in accordance with Rule 10b5-1.

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September 06, 2023 Filed Sep 7, 2023 00:47 UTC
Alger JasonChief Accounting Officer
SaleCommon Stock 2,197 $11.65 $25,596.59
Disclosure

SEC source: 0001562180-23-006763 · primarydocument.xml · nonDerivative · entry 2

Alger Jason · CIK 0001839111 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,942

F2 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2022 in accordance with Rule 10b5-1.

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September 01, 2023 Filed Sep 6, 2023 20:47 UTC
Hunt Bryan TrumanChief Financial Officer
Tax withholdingCommon Stock 4,128 $11.78 $48,613.39
Disclosure

SEC source: 0001562180-23-006765 · primarydocument.xml · nonDerivative · entry 1

Hunt Bryan Truman · CIK 0001839107 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 234,540

F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.