Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | General Counsel | March 01, 2023 | March 03, 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 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 133,097 |
Reported balance
After 2023-03-01 transaction · row 1
1 source rowRow 1 · 2023-03-01 · Tax withholding · Disposed 2,186 · Balance 133,097 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 |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 3, 2023 17:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 2,186 | $14.29 | $31,234.88 |
DisclosureSEC source: 0001562180-23-002424 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,097 F1 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 16:10 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-001828 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,283 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 |
| December 01, 2022 Filed Dec 5, 2022 16:38 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,325 | $10.65 | $46,059.95 |
DisclosureSEC source: 0001562180-22-008049 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,283 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 06, 2022 Filed Sep 8, 2022 16:03 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,838 | $11.27 | $31,978.02 |
DisclosureSEC source: 0001562180-22-006554 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,608 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 |
| September 01, 2022 Filed Sep 6, 2022 16:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,225 | $11.61 | $14,216.13 |
DisclosureSEC source: 0001562180-22-006494 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,446 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 06, 2022 Filed Jun 8, 2022 16:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,838 | $14.85 | $42,139.76 |
DisclosureSEC source: 0001562180-22-004906 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,671 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 the weighted average sale price of the shares sold ranging from $14.62 to $15.18 per share, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 17:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 43 | $14.95 | $642.94 |
DisclosureSEC source: 0001562180-22-004817 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,509 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 17:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,181 | $14.24 | $16,814.02 |
DisclosureSEC source: 0001562180-22-004817 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,552 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 27, 2022 Filed Apr 29, 2022 17:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-22-003579 · primarydocument.xml · derivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,270 Underlying: Common Stock · 5,000 shares Expires 2026-02-10 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 shares vested on December 31, 2016 and the remaining 75% vested in 36 equal monthly installments thereafter until the option was vested in full on Dec. 31, 2019. Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 17:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,000 | $10.34 | $51,700.00 |
DisclosureSEC source: 0001562180-22-003579 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,733 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 03, 2022 Filed Mar 7, 2022 18:21 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,112 | $26.82 | $110,271.09 |
DisclosureSEC source: 0001562180-22-002416 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,733 F1 · kind: The sales 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 |
| March 02, 2022 Filed Mar 3, 2022 19:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 254 | $26.69 | $6,779.59 |
DisclosureSEC source: 0001562180-22-002347 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,845 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 3, 2022 19:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002347 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,099 F3 · shares: Represents an award of 1,861 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 3, 2022 19:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,558 | $26.63 | $41,490.63 |
DisclosureSEC source: 0001562180-22-002347 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,238 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 Feb 28, 2022 21:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002019 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,796 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 |
| December 06, 2021 Filed Dec 7, 2021 16:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,533 | $38.60 | $136,383.69 |
DisclosureSEC source: 0001562180-21-007531 · primarydocument.xml · nonDerivative · entry 5 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,796 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F5 · price: Represents the weighted average sale price of the shares sold ranging from $38.35 to $39.09 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) and (5). Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 16:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,100 | $37.53 | $41,287.95 |
DisclosureSEC source: 0001562180-21-007531 · primarydocument.xml · nonDerivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,329 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F4 · price: Represents the weighted average sale price of the shares sold ranging from $37.35 to $37.69 per share, inclusive. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-007531 · primarydocument.xml · derivative · entry 6 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,500 Underlying: Common Stock · 2,500 shares Expires 2026-02-10 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 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,500 | $42.87 | $107,175.00 |
DisclosureSEC source: 0001562180-21-007531 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,429 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,500 | $10.34 | $25,850.00 |
DisclosureSEC source: 0001562180-21-007531 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,929 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 02, 2021 Filed Dec 7, 2021 16:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,117 | $41.95 | $172,697.86 |
DisclosureSEC source: 0001562180-21-007531 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,429 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 01, 2021 Filed Nov 2, 2021 16:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-006756 · primarydocument.xml · derivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,000 Underlying: Common Stock · 2,500 shares Expires 2026-02-10 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 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 16:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 141 | $54.07 | $7,623.87 |
DisclosureSEC source: 0001562180-21-006756 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,546 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 16:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,359 | $53.55 | $126,334.36 |
DisclosureSEC source: 0001562180-21-006756 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,687 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $53.05 to $54.04 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 |
| November 01, 2021 Filed Nov 2, 2021 16:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,500 | $10.34 | $25,850.00 |
DisclosureSEC source: 0001562180-21-006756 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,046 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 01, 2021 Filed Oct 5, 2021 20:00 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-006324 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,500 Underlying: Common Stock · 2,500 shares Expires 2026-02-10 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 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:00 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,500 | $49.21 | $123,014.00 |
DisclosureSEC source: 0001562180-21-006324 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,546 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, 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 $48.76 to $49.69, 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 |
| October 01, 2021 Filed Oct 5, 2021 20:00 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,500 | $10.34 | $25,850.00 |
DisclosureSEC source: 0001562180-21-006324 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,046 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 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-005870 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,000 Underlying: Common Stock · 2,500 shares Expires 2026-02-10 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 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,852 | $54.32 | $209,243.72 |
DisclosureSEC source: 0001562180-21-005870 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,546 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, 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 $53.85 to $54.65, 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 |
| September 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,500 | $10.34 | $25,850.00 |
DisclosureSEC source: 0001562180-21-005870 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,398 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 16:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,148 | $54.23 | $62,258.45 |
DisclosureSEC source: 0001562180-21-005800 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,898 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 02, 2021 Filed Aug 4, 2021 16:29 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-005165 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,500 Underlying: Common Stock · 2,500 shares Expires 2026-02-10 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 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 16:29 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,500 | $58.04 | $145,108.25 |
DisclosureSEC source: 0001562180-21-005165 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,046 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, 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 $57.59 to $58.37, 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 02, 2021 Filed Aug 4, 2021 16:29 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,500 | $10.34 | $25,850.00 |
DisclosureSEC source: 0001562180-21-005165 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,546 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 01, 2021 Filed Jul 6, 2021 21:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $10.34 Strike: $10.34 | $25,850.00 |
DisclosureSEC source: 0001562180-21-004819 · primarydocument.xml · derivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,000 Underlying: Common Stock · 2,500 shares Expires 2026-02-10 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 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 672 | $56.41 | $37,908.33 |
DisclosureSEC source: 0001562180-21-004819 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,046 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, 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 $56.29 to $56.56, 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 and Footnote 2. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,828 | $55.83 | $102,048.83 |
DisclosureSEC source: 0001562180-21-004819 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,718 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $55.27 to $56.24 per share, inclusive. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:07 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,500 | $10.34 | $25,850.00 |
DisclosureSEC source: 0001562180-21-004819 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,546 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 03, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-004105 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,500 Underlying: Common Stock · 2,500 shares Expires 2026-02-10 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 136,316 shares underlying the options vested in an annual installment on December 31, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on Dec. 31, 2019. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,872 | $52.81 | $204,469.87 |
DisclosureSEC source: 0001562180-21-004105 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,046 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, 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 $52.43 to $53.17, 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 |
| June 03, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,500 | $10.34 | $25,850.00 |
DisclosureSEC source: 0001562180-21-004105 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,918 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 19:34 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,128 | $53.88 | $60,771.79 |
DisclosureSEC source: 0001562180-21-004059 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,418 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 |
| April 15, 2021 Filed Apr 19, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-002855 · primarydocument.xml · derivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,000 Underlying: Common Stock · 3,500 shares Expires 2026-02-10 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 shares vested on December 31, 2016 and the remaining 75% vested in 36 equal monthly installments thereafter until the option was vested in full on Dec. 31, 2019. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 24 | $51.84 | $1,244.24 |
DisclosureSEC source: 0001562180-21-002855 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,546 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 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 $51.84 to $51.85, 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 |
| April 15, 2021 Filed Apr 19, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,476 | $51.28 | $178,249.63 |
DisclosureSEC source: 0001562180-21-002855 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,570 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $50.63 to $51.62 per share, inclusive. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 3,500 | $10.34 | $36,190.00 |
DisclosureSEC source: 0001562180-21-002855 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,046 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 15, 2021 Filed Mar 17, 2021 17:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-002299 · primarydocument.xml · derivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,500 Underlying: Common Stock · 3,500 shares Expires 2026-02-10 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 shares vested on December 31, 2016 and the remaining 75% vested in 36 equal monthly installments thereafter until the option was vested in full on Dec. 31, 2019. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 17:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 300 | $49.18 | $14,753.01 |
DisclosureSEC source: 0001562180-21-002299 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,546 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 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 $49.15 to $49.19, 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 |
| March 15, 2021 Filed Mar 17, 2021 17:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,200 | $48.38 | $154,802.56 |
DisclosureSEC source: 0001562180-21-002299 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,846 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 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 $48.03 to $48.99, 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.