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 15, 2021 Filed Mar 17, 2021 17:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 3,500 | $10.34 | $36,190.00 |
DisclosureSEC source: 0001562180-21-002299 · 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 02, 2021 Filed Mar 3, 2021 19:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,744 | $47.52 | $82,866.68 |
DisclosureSEC source: 0001562180-21-001945 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,546 F4 · kind: The sale 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. F5 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $47.21 to $48.04, 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), (3), and (5). Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 23 | $49.63 | $1,141.44 |
DisclosureSEC source: 0001562180-21-001945 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,290 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. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 733 | $48.60 | $35,621.45 |
DisclosureSEC source: 0001562180-21-001945 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,313 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 $48.15 to $49.06 per share, inclusive. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001420 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,046 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, 2021 and, thereafter, the remaining 75% of the RSUs will vest in 12 equal quarterly installments. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 18:35 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: 0001562180-21-001285 · primarydocument.xml · derivative · entry 5 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,000 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. F5 · 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 |
| February 16, 2021 Filed Feb 18, 2021 18:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 500 | $54.02 | $27,008.00 |
DisclosureSEC source: 0001562180-21-001285 · primarydocument.xml · nonDerivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,046 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. F4 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.92 to $54.14, 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 |
| February 16, 2021 Filed Feb 18, 2021 18:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,063 | $53.09 | $56,432.12 |
DisclosureSEC source: 0001562180-21-001285 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,546 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 $52.78 to $53.75, inclusive. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 18:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,937 | $52.45 | $101,591.19 |
DisclosureSEC source: 0001562180-21-001285 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,609 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 $51.78 to $52.75, inclusive. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 18:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 3,500 | $10.34 | $36,190.00 |
DisclosureSEC source: 0001562180-21-001285 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,546 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 |
| January 15, 2021 Filed Jan 15, 2021 19:03 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: 0001562180-21-000358 · primarydocument.xml · derivative · entry 6 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,500 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 |
| January 15, 2021 Filed Jan 15, 2021 19:03 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,500 | $47.98 | $167,923.00 |
DisclosureSEC source: 0001562180-21-000358 · primarydocument.xml · nonDerivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,046 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 $47.74 to $48.28, 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 |
| January 15, 2021 Filed Jan 15, 2021 19:03 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 3,500 | $10.34 | $36,190.00 |
DisclosureSEC source: 0001562180-21-000358 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,546 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 |
| January 13, 2021 Filed Jan 15, 2021 19:03 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-21-000358 · primarydocument.xml · derivative · entry 5 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 10,000 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. 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 |
| January 13, 2021 Filed Jan 15, 2021 19:03 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 10,000 | $47.18 | $471,798.00 |
DisclosureSEC source: 0001562180-21-000358 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,046 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 $47.01 to $47.51, inclusive. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 19:03 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 10,000 | $10.34 | $103,400.00 |
DisclosureSEC source: 0001562180-21-000358 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,046 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 |
| December 17, 2020 Filed Dec 17, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 28,046 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-20-007338 · primarydocument.xml · derivative · entry 6 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,270 Underlying: Common Stock · 28,046 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 |
| December 17, 2020 Filed Dec 17, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 28,046 | $10.34 | $289,995.64 |
DisclosureSEC source: 0001562180-20-007338 · primarydocument.xml · nonDerivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,046 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 |
| December 15, 2020 Filed Dec 17, 2020 16:53 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: 0001562180-20-007338 · primarydocument.xml · derivative · entry 5 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,316 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. 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 |
| December 15, 2020 Filed Dec 17, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,854 | $39.09 | $72,477.31 |
DisclosureSEC source: 0001562180-20-007338 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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, 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 $38.98 to $39.38, 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 15, 2020 Filed Dec 17, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,146 | $38.56 | $121,299.69 |
DisclosureSEC source: 0001562180-20-007338 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,854 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, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $37.98 to $38.97 per share, inclusive. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,000 | $10.34 | $51,700.00 |
DisclosureSEC source: 0001562180-20-007338 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 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 04, 2020 Filed Dec 8, 2020 16:50 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-20-007109 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,316 Underlying: Common Stock · 9,500 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 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 |
| December 04, 2020 Filed Dec 8, 2020 16:50 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 9,500 | $37.17 | $353,123.55 |
DisclosureSEC source: 0001562180-20-007109 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $37.00 to $37.405 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 |
| December 04, 2020 Filed Dec 8, 2020 16:50 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 9,500 | $10.34 | $98,230.00 |
DisclosureSEC source: 0001562180-20-007109 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,500 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, 2020 Filed Dec 3, 2020 17:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,083 | $35.96 | $38,946.30 |
DisclosureSEC source: 0001562180-20-007060 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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. F4 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $35.50 to $36.33, 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 |
| December 02, 2020 Filed Dec 3, 2020 17:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,833 | $35.01 | $99,182.48 |
DisclosureSEC source: 0001562180-20-007060 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,083 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 the weighted average sale price of the shares sold ranging from $34.50 to $35.49 per share, inclusive. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 17:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 6,084 | $34.97 | $212,776.95 |
DisclosureSEC source: 0001562180-20-007060 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,916 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 $34.76 to $35.07 per share, inclusive. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 17:57 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: 0001562180-20-006731 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,816 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. F3 · 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 |
| November 16, 2020 Filed Nov 17, 2020 17:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,000 | $33.93 | $169,666.00 |
DisclosureSEC source: 0001562180-20-006731 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $33.58 to $34.52 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 |
| November 16, 2020 Filed Nov 17, 2020 17:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,000 | $10.34 | $51,700.00 |
DisclosureSEC source: 0001562180-20-006731 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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 15, 2020 Filed Oct 16, 2020 19:22 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: 0001562180-20-006379 · primarydocument.xml · derivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,816 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. 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 |
| October 15, 2020 Filed Oct 16, 2020 19:22 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,267 | $35.63 | $45,143.21 |
DisclosureSEC source: 0001562180-20-006379 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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, 2020, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $35.53 to $35.77 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 footnotes (2) and (3). Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 19:22 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,733 | $35.14 | $131,177.62 |
DisclosureSEC source: 0001562180-20-006379 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,267 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, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $34.53 to $35.52 per share, inclusive. Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 19:22 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,000 | $10.34 | $51,700.00 |
DisclosureSEC source: 0001562180-20-006379 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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 02, 2020 Filed Oct 7, 2020 18:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-20-006320 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,816 Underlying: Common Stock · 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 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 |
| October 02, 2020 Filed Oct 7, 2020 18:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 500 | $37.01 | $18,505.00 |
DisclosureSEC source: 0001562180-20-006320 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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, 2020, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $37.00 to $37.01 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 |
| October 02, 2020 Filed Oct 7, 2020 18:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 500 | $10.34 | $5,170.00 |
DisclosureSEC source: 0001562180-20-006320 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,500 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 15, 2020 Filed Sep 16, 2020 20:45 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: 0001562180-20-006023 · primarydocument.xml · derivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,316 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. 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 |
| September 15, 2020 Filed Sep 16, 2020 20:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 600 | $36.30 | $21,781.02 |
DisclosureSEC source: 0001562180-20-006023 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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, 2020, in accordance with Rule 10b5-1. F3 · shares: Represents the weighted average sale price of the shares sold ranging from $36.25 to $36.40 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 and footnote 2. Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 20:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,400 | $35.61 | $156,663.76 |
DisclosureSEC source: 0001562180-20-006023 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,600 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, 2020, in accordance with Rule 10b5-1. F2 · shares: Represents the weighted average sale price of the shares sold ranging from $35.24 to $36.23 per share, inclusive. Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 20:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,000 | $10.34 | $51,700.00 |
DisclosureSEC source: 0001562180-20-006023 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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 |
| August 14, 2020 Filed Aug 18, 2020 17:14 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: 0001562180-20-005512 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,316 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. F2 · 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 |
| August 14, 2020 Filed Aug 18, 2020 17:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,000 | $31.45 | $157,250.00 |
DisclosureSEC source: 0001562180-20-005512 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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, 2020, in accordance with Rule 10b5-1. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 17:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,000 | $10.34 | $51,700.00 |
DisclosureSEC source: 0001562180-20-005512 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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 15, 2020 Filed Jul 17, 2020 16:32 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: 0001562180-20-005166 · primarydocument.xml · derivative · entry 4 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 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. 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 |
| July 15, 2020 Filed Jul 17, 2020 16:32 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,652 | $36.33 | $96,342.12 |
DisclosureSEC source: 0001562180-20-005166 · primarydocument.xml · nonDerivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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, 2020, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $36.24 to $36.48 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 |
| July 15, 2020 Filed Jul 17, 2020 16:32 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,348 | $35.97 | $84,459.67 |
DisclosureSEC source: 0001562180-20-005166 · primarydocument.xml · nonDerivative · entry 2 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,652 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, 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 $35.24 to $36.23, inclusive. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 16:32 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,000 | $10.34 | $51,700.00 |
DisclosureSEC source: 0001562180-20-005166 · primarydocument.xml · nonDerivative · entry 1 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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 19, 2020 Filed Jun 23, 2020 19:26 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $10.34 | $0.00 |
DisclosureSEC source: 0001562180-20-004668 · primarydocument.xml · derivative · entry 3 Orenstein Daniel H. · CIK 0001494174 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,000 Underlying: Common Stock · 10,000 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. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.