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 |
|---|---|---|---|---|---|---|
| December 06, 2021 Filed Dec 29, 2021 22:19 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,063 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-007900 · primarydocument.xml · derivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,028 Underlying: Common Stock · 6,063 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 |
| December 06, 2021 Filed Dec 29, 2021 22:19 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,789 | $39.89 | $111,249.86 |
DisclosureSEC source: 0001562180-21-007900 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,180 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, 2020, in accordance with Rule 10b5-1. F5 · 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 (3) through (5). Read SEC document |
| December 06, 2021 Filed Dec 29, 2021 22:19 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,674 | $38.76 | $103,644.24 |
DisclosureSEC source: 0001562180-21-007900 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,969 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, 2020, in accordance with Rule 10b5-1. F4 · 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 29, 2021 22:19 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 600 | $37.97 | $22,780.02 |
DisclosureSEC source: 0001562180-21-007900 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,643 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, 2020, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $37.47 to $38.43 per share, inclusive. Read SEC document |
| December 06, 2021 Filed Dec 29, 2021 22:19 UTC Amendment | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 6,063 | $15.84 | $96,037.92 |
DisclosureSEC source: 0001562180-21-007900 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,243 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 · kind: Due to a technical and administrative error, the original Form 4, filed on December 7, 2021, incorrectly reflected a sale of shares of Common Stock by the Reporting Person attributed to a vesting of Restricted Stock Units. We were recently made aware that the Reporting Person exercised options and sold shares from that option exercise. The exercise of those options and sale of shares is correctly reflected herein and the correct ownership tabulations are also included herein. Read SEC document |
| December 02, 2021 Filed Dec 7, 2021 21:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 9,261 | $41.95 | $388,475.80 |
DisclosureSEC source: 0001562180-21-007528 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,180 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 a weighted average price reported by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $40.33 to $42.76, 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 range set forth in this footnote with regard to the block trade. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:04 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,750 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-006920 · primarydocument.xml · derivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,341 Underlying: Common Stock · 10,750 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 |
| November 05, 2021 Filed Nov 9, 2021 21:04 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 622 | $53.58 | $33,325.21 |
DisclosureSEC source: 0001562180-21-006920 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,441 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 $53.47 to $53.79, 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 |
| November 05, 2021 Filed Nov 9, 2021 21:04 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,001 | $52.68 | $105,409.68 |
DisclosureSEC source: 0001562180-21-006920 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,063 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 $52.39 to $53.03, inclusive. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:04 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 8,127 | $51.67 | $419,914.78 |
DisclosureSEC source: 0001562180-21-006920 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,064 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 $51.37 to $52.34, inclusive. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:04 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 10,750 | $15.84 | $170,280.00 |
DisclosureSEC source: 0001562180-21-006920 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,191 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 |
| October 05, 2021 Filed Oct 7, 2021 20:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,750 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-006372 · primarydocument.xml · derivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,091 Underlying: Common Stock · 10,750 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 |
| October 05, 2021 Filed Oct 7, 2021 20:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,000 | $48.78 | $48,783.00 |
DisclosureSEC source: 0001562180-21-006372 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,441 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 $48.62 to $48.99, 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 |
| October 05, 2021 Filed Oct 7, 2021 20:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 9,750 | $48.02 | $468,168.68 |
DisclosureSEC source: 0001562180-21-006372 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,441 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 $47.61 to $48.59, inclusive. Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 20:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 10,750 | $15.84 | $170,280.00 |
DisclosureSEC source: 0001562180-21-006372 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,191 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 |
| September 07, 2021 Filed Sep 8, 2021 20:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,063 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-005875 · primarydocument.xml · derivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,841 Underlying: Common Stock · 6,063 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 |
| September 07, 2021 Filed Sep 8, 2021 20:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,535 | $54.91 | $139,189.25 |
DisclosureSEC source: 0001562180-21-005875 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,441 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 $54.77 to $55.19, 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 |
| September 07, 2021 Filed Sep 8, 2021 20:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 6,063 | $54.89 | $332,816.87 |
DisclosureSEC source: 0001562180-21-005875 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,976 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 $54.70 to $55.39, inclusive. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 6,063 | $15.84 | $96,037.92 |
DisclosureSEC source: 0001562180-21-005875 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,039 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 |
| September 01, 2021 Filed Sep 3, 2021 20:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 2,153 | $54.23 | $116,761.71 |
DisclosureSEC source: 0001562180-21-005798 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,976 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.91 to $54.76, 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 this Footnote. Read SEC document |
| August 05, 2021 Filed Aug 10, 2021 00:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,750 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-005235 · primarydocument.xml · derivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,904 Underlying: Common Stock · 10,750 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 |
| August 05, 2021 Filed Aug 10, 2021 00:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,055 | $56.93 | $116,993.62 |
DisclosureSEC source: 0001562180-21-005235 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,129 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 $56.75 to $57.00, 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 |
| August 05, 2021 Filed Aug 10, 2021 00:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,153 | $56.20 | $177,185.04 |
DisclosureSEC source: 0001562180-21-005235 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,184 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 $55.74 to $56.69, inclusive. Read SEC document |
| August 05, 2021 Filed Aug 10, 2021 00:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,542 | $55.16 | $305,707.80 |
DisclosureSEC source: 0001562180-21-005235 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,337 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 $54.71 to $55.66, inclusive. Read SEC document |
| August 05, 2021 Filed Aug 10, 2021 00:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 10,750 | $15.84 | $170,280.00 |
DisclosureSEC source: 0001562180-21-005235 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,879 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 |
| July 06, 2021 Filed Jul 8, 2021 22:18 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,750 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-004865 · primarydocument.xml · derivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,654 Underlying: Common Stock · 10,750 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 |
| July 06, 2021 Filed Jul 8, 2021 22:18 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 6,692 | $57.19 | $382,748.27 |
DisclosureSEC source: 0001562180-21-004865 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,129 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 $57.00 to $57.39, 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 |
| July 06, 2021 Filed Jul 8, 2021 22:18 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,058 | $56.69 | $230,055.73 |
DisclosureSEC source: 0001562180-21-004865 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,821 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 $56.00 to $56.99, inclusive. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 22:18 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 10,750 | $15.84 | $170,280.00 |
DisclosureSEC source: 0001562180-21-004865 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,879 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 |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,063 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · derivative · entry 9 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,404 Underlying: Common Stock · 6,063 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. F9 · 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 |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,827 | $55.90 | $102,126.74 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · nonDerivative · entry 8 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,129 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. F8 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $55.43 to $56.21, 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 (8). Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 200 | $54.76 | $10,951.00 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · nonDerivative · entry 7 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,956 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. F7 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $54.27 to $55.24, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 545 | $53.73 | $29,284.43 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · nonDerivative · entry 6 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,156 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. F6 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.25 to $54.03, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 45 | $56.37 | $2,536.52 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · nonDerivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,701 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. F5 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $56.36 to $56.40, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,516 | $55.87 | $252,304.86 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,746 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 $55.30 to $56.27, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 300 | $54.65 | $16,395.00 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,262 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 $54.23 to $54.95, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,202 | $53.77 | $64,634.42 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,562 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 $53.23 to $54.10, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 10, 2021 01:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 6,063 | $15.84 | $96,037.92 |
DisclosureSEC source: 0001562180-21-004159 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,764 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 |
| June 01, 2021 Filed Jun 3, 2021 23:34 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 2,115 | $53.88 | $113,947.11 |
DisclosureSEC source: 0001562180-21-004057 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,701 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.66 to $54.35, 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 this Footnote. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,750 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-003347 · primarydocument.xml · derivative · entry 6 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,467 Underlying: Common Stock · 8,750 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 |
| May 05, 2021 Filed May 7, 2021 21:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 300 | $55.92 | $16,775.01 |
DisclosureSEC source: 0001562180-21-003347 · primarydocument.xml · nonDerivative · entry 5 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,816 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. F5 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $55.82 to $55.97, 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 (5). Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 786 | $54.71 | $43,001.35 |
DisclosureSEC source: 0001562180-21-003347 · primarydocument.xml · nonDerivative · entry 4 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,116 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 $54.34 to $55.03, inclusive. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,830 | $55.89 | $102,273.58 |
DisclosureSEC source: 0001562180-21-003347 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,902 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 $55.39 to $56.36, inclusive. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 6,920 | $54.67 | $378,325.40 |
DisclosureSEC source: 0001562180-21-003347 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,732 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 $54.30 to $55.19, inclusive. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 8,750 | $15.84 | $138,600.00 |
DisclosureSEC source: 0001562180-21-003347 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,652 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 05, 2021 Filed Apr 8, 2021 23:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,800 | $48.09 | $278,926.06 |
DisclosureSEC source: 0001562180-21-002760 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,902 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 $47.63 to $48.58 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 this Footnote. Read SEC document |
| March 05, 2021 Filed Mar 10, 2021 00:19 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,712 | $46.27 | $79,210.30 |
DisclosureSEC source: 0001562180-21-002121 · primarydocument.xml · nonDerivative · entry 3 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,702 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. F4 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $46.00 to $46.59, 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 |
| March 05, 2021 Filed Mar 10, 2021 00:19 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,147 | $45.73 | $143,902.55 |
DisclosureSEC source: 0001562180-21-002121 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,414 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $45.00 to $45.97, inclusive. Read SEC document |
| March 05, 2021 Filed Mar 10, 2021 00:19 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,712 | $44.47 | $76,132.47 |
DisclosureSEC source: 0001562180-21-002121 · primarydocument.xml · nonDerivative · entry 1 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,561 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $43.99 to $44.93, inclusive. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 43 | $49.63 | $2,134.00 |
DisclosureSEC source: 0001562180-21-001944 · primarydocument.xml · nonDerivative · entry 2 Horstmeier Paul · CIK 0001780978 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,273 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 $49.17 to $49.93 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.