Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Chief Operating Officer | March 22, 2023 | March 24, 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 March 22, 2023 · Filed March 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 204,880 |
Reported balance
After 2023-03-22 transaction · row 1
1 source rowRow 1 · 2023-03-22 · Exercise / conversion · Acquired 50,000 · Balance 204,880 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.42 · Expires 2023-07-01 | Direct | 0 |
Reported balance
After 2023-03-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-22 · Exercise / conversion · Disposed 50,000 · Balance 0 F1: 25% of the 50,000 shares underlying the options vested in an annual installment on July 1, 2014 and the remaining balance vested in equal monthly installments until the option vested in full on July 1, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the 50,000 shares underlying the options vested in an annual installment on July 1, 2014 and the remaining balance vested in equal monthly installments until the option vested in full on July 1, 2017.
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 |
|---|---|---|---|---|---|---|
| March 22, 2023 Filed Mar 24, 2023 21:56 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $4.42 | $0.00 |
DisclosureSEC source: 0001562180-23-003116 · primarydocument.xml · derivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2023-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 25% of the 50,000 shares underlying the options vested in an annual installment on July 1, 2014 and the remaining balance vested in equal monthly installments until the option vested in full on July 1, 2017. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 21:56 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 50,000 | $4.42 | $221,000.00 |
DisclosureSEC source: 0001562180-23-003116 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,880 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,464 | $14.29 | $63,784.31 |
DisclosureSEC source: 0001562180-23-002429 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,880 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, 2022 Filed Dec 5, 2022 21:38 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 15,561 | $10.65 | $165,719.98 |
DisclosureSEC source: 0001562180-22-008050 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,344 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, 2022 Filed Sep 6, 2022 20:10 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 2,869 | $11.61 | $33,294.75 |
DisclosureSEC source: 0001562180-22-006489 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,905 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, 2022 Filed Jun 3, 2022 21:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 89 | $14.95 | $1,330.75 |
DisclosureSEC source: 0001562180-22-004814 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,774 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. F3 · price: Represents the weighted average sale price of the shares sold ranging from $14.91 to $15.07 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (2) and (3). Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 21:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 2,453 | $14.24 | $34,923.61 |
DisclosureSEC source: 0001562180-22-004814 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,863 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. F2 · price: Represents the weighted average sale price of the shares sold ranging from $13.91 to $14.90 per share, inclusive. Read SEC document |
| April 12, 2022 Filed Apr 15, 2022 00:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 521 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-22-003409 · primarydocument.xml · derivative · entry 7 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,474 Underlying: Common Stock · 521 shares Expires 2028-09-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: 25% of the 18,995 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022. Read SEC document |
| April 12, 2022 Filed Apr 15, 2022 00:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 520 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-003409 · primarydocument.xml · derivative · entry 6 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,728 Underlying: Common Stock · 520 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: 25% of the 25,000 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| April 12, 2022 Filed Apr 15, 2022 00:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,167 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-003409 · primarydocument.xml · derivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,402 Underlying: Common Stock · 4,167 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 25% of the 186,467 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| April 12, 2022 Filed Apr 15, 2022 00:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,208 | $25.16 | $131,045.26 |
DisclosureSEC source: 0001562180-22-003409 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,316 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| April 12, 2022 Filed Apr 15, 2022 00:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 521 | $10.80 | $5,626.80 |
DisclosureSEC source: 0001562180-22-003409 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,524 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 12, 2022 Filed Apr 15, 2022 00:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 4,167 | $15.84 | $66,005.28 |
DisclosureSEC source: 0001562180-22-003409 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 12, 2022 Filed Apr 15, 2022 00:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 520 | $15.84 | $8,236.80 |
DisclosureSEC source: 0001562180-22-003409 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 23:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 521 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-002559 · primarydocument.xml · derivative · entry 6 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,248 Underlying: Common Stock · 521 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 25% of the 25,000 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 23:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,166 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-002559 · primarydocument.xml · derivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,569 Underlying: Common Stock · 4,166 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: 25% of the 186,467 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 23:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 201 | $26.02 | $5,229.06 |
DisclosureSEC source: 0001562180-22-002559 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,834 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $26.00 to $26.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (2) and (3). Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 23:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 23,008 | $25.30 | $582,056.38 |
DisclosureSEC source: 0001562180-22-002559 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,035 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $25.00 to $25.96, inclusive. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 23:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 4,166 | $15.84 | $65,989.44 |
DisclosureSEC source: 0001562180-22-002559 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,043 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 23:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 521 | $15.84 | $8,252.64 |
DisclosureSEC source: 0001562180-22-002559 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,877 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 521 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-003346 · primarydocument.xml · derivative · entry 6 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,248 Underlying: Common Stock · 521 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: 25% of the 25,000 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,166 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-003346 · primarydocument.xml · derivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,569 Underlying: Common Stock · 4,166 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 25% of the 186,467 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 201 | $26.02 | $5,229.06 |
DisclosureSEC source: 0001562180-22-003346 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,316 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F4 · price: Represents the weighted average sale price of the shares sold ranging from $26.00 to $26.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (3) and (4). Read SEC document |
| March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 20,526 | $25.32 | $519,664.95 |
DisclosureSEC source: 0001562180-22-003346 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,517 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2 · shares: Due to a technical and administrative error, the original Form 4, filed on March 11, 2022, incorrectly included the sale of 2,482 shares of Common Stock by the Reporting Person that did not occur and was duplicative of the sale of such 2,482 shares of Common Stock that were previously reported. F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $25.00 to $25.96, inclusive. Read SEC document |
| March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 4,166 | $15.84 | $65,989.44 |
DisclosureSEC source: 0001562180-22-003346 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,043 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2022 Filed Apr 8, 2022 21:36 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 521 | $15.84 | $8,252.64 |
DisclosureSEC source: 0001562180-22-003346 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,877 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 00:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 491 | $26.69 | $13,105.43 |
DisclosureSEC source: 0001562180-22-002342 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,356 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. F4 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (2) and (4). Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002342 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,847 F3 · shares: Represents an award of 3,164 performance-based restricted units ("PRSUs") pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each PRSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan and Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2021, the PRSUs noted above vested on March 1, 2022. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 00:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 3,015 | $26.63 | $80,291.56 |
DisclosureSEC source: 0001562180-22-002342 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,683 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. F2 · price: Represents the weighted average sale price of the shares sold ranging from $26.23 to $27.44 per share, inclusive. Read SEC document |
| February 24, 2022 Filed Mar 1, 2022 02:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002017 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,698 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, 2022 and, thereafter, the remaining 75% of the RSUs will vest in 12 equal quarterly installments. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 23:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,584 | $0.00 Strike: $10.30 | $0.00 |
DisclosureSEC source: 0001562180-22-001283 · primarydocument.xml · derivative · entry 6 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,527 Underlying: Common Stock · 6,584 shares Expires 2025-11-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 25% of the 28,111 shares underlying the option vested in an annual installment and the remaining balance vested in equal monthly installments until the option vested in full on October 28, 2019. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 23:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,166 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-001283 · primarydocument.xml · derivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,735 Underlying: Common Stock · 4,166 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: 25% of the 186,467 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 23:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,477 | $29.38 | $102,154.26 |
DisclosureSEC source: 0001562180-22-001283 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,698 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $29.25 to $29.57 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (2) and (3). Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 23:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 7,273 | $28.97 | $210,691.54 |
DisclosureSEC source: 0001562180-22-001283 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,175 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $28.24 to $29.23 per share, inclusive. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 23:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 6,584 | $10.30 | $67,815.20 |
DisclosureSEC source: 0001562180-22-001283 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,448 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 23:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 4,166 | $15.84 | $65,989.44 |
DisclosureSEC source: 0001562180-22-001283 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,864 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 02:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,127 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-000328 · primarydocument.xml · derivative · entry 7 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,901 Underlying: Common Stock · 4,127 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: 25% of the 186,467 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 02:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,623 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-22-000328 · primarydocument.xml · derivative · entry 6 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,769 Underlying: Common Stock · 6,623 shares Expires 2029-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 25% of the 25,000 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 02:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,496 | $38.04 | $56,903.20 |
DisclosureSEC source: 0001562180-22-000328 · primarydocument.xml · nonDerivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,698 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1. F4 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $37.72 to $38.18, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (2) through (4). Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 02:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,999 | $37.15 | $185,736.35 |
DisclosureSEC source: 0001562180-22-000328 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,194 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1. F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $36.72 to $37.71, inclusive. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 02:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,255 | $35.89 | $152,706.84 |
DisclosureSEC source: 0001562180-22-000328 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,193 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1. F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $35.61 to $36.52, inclusive. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 02:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 6,623 | $15.84 | $104,908.32 |
DisclosureSEC source: 0001562180-22-000328 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,448 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 02:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 4,127 | $15.84 | $65,371.68 |
DisclosureSEC source: 0001562180-22-000328 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,825 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 23:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 400 | $40.61 | $16,244.00 |
DisclosureSEC source: 0001562180-21-007617 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,635 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, 2020, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $40.58 to $40.68 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (2) and (3). Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 23:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,082 | $39.97 | $83,215.04 |
DisclosureSEC source: 0001562180-21-007617 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,035 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, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $39.46 to $40.42 per share, inclusive. Read SEC document |
| December 07, 2021 Filed Dec 29, 2021 22:19 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 400 | $40.61 | $16,244.00 |
DisclosureSEC source: 0001562180-21-007901 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,698 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, 2020, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $40.58 to $40.68 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (2) and (3). Read SEC document |
| December 07, 2021 Filed Dec 29, 2021 22:19 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,082 | $39.97 | $83,215.04 |
DisclosureSEC source: 0001562180-21-007901 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,098 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, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $39.46 to $40.42 per share, inclusive. Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 21:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,789 | $39.89 | $111,249.86 |
DisclosureSEC source: 0001562180-21-007528 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,117 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1. F6 · price: Represents the weighted average sale price of the shares sold ranging from $39.66 to $40.22 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (4) through (6). Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 21:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,674 | $38.76 | $103,644.24 |
DisclosureSEC source: 0001562180-21-007528 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,906 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1. F5 · price: Represents the weighted average sale price of the shares sold ranging from $38.47 to $39.24 per share, inclusive. Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 21:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 600 | $37.97 | $22,780.02 |
DisclosureSEC source: 0001562180-21-007528 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,580 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 15, 2020, in accordance with Rule 10b5-1. F4 · price: Represents the weighted average sale price of the shares sold ranging from $37.47 to $38.43 per share, inclusive. 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.