Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | COO and Chief Product Officer | December 01, 2023 | December 05, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Health Catalyst, Inc.
Report date December 01, 2023 · Filed December 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,720 |
Reported balance
After 2023-12-01 transaction · row 1
1 source rowRow 1 · 2023-12-01 · Tax withholding · Disposed 4,114 · Balance 63,720 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 01, 2023 Filed Dec 5, 2023 17:39 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,114 | $7.45 | $30,650.53 |
DisclosureSEC 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 |
| September 01, 2023 Filed Sep 6, 2023 20:48 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,682 | $11.78 | $19,808.07 |
DisclosureSEC source: 0001562180-23-006767 · 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: 67,834 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 01, 2023 Filed Jun 5, 2023 19:31 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,755 | $11.24 | $19,724.45 |
DisclosureSEC source: 0001562180-23-004857 · 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: 69,516 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 |
| May 03, 2023 Filed May 4, 2023 16:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-003934 · 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: 71,271 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.