person · Reporting owner
Nelli James Patrick Jr.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | President | September 01, 2022 | September 06, 2022 |
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 September 01, 2022 · Filed September 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 265,025 |
Reported balance
After 2022-09-01 transaction · row 1
1 source rowRow 1 · 2022-09-01 · Tax withholding · Disposed 3,359 · Balance 265,025 F1: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Issuer's Restricted Stock Units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 02, 2020 Filed Dec 3, 2020 22:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,157 | $35.96 | $113,530.46 |
DisclosureSEC source: 0001562180-20-007062 · primarydocument.xml · nonDerivative · entry 5 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,848 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, 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 22:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 8,261 | $35.01 | $289,215.13 |
DisclosureSEC source: 0001562180-20-007062 · primarydocument.xml · nonDerivative · entry 4 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,005 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, 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 22:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-007062 · primarydocument.xml · derivative · entry 6 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,460 Underlying: Common Stock · 20,000 shares Expires 2028-09-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 25% of the 215,741 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 22:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 200 | $35.85 | $7,170.00 |
DisclosureSEC source: 0001562180-20-007062 · primarydocument.xml · nonDerivative · entry 3 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,266 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 22:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 33,382 | $34.96 | $1,167,194.95 |
DisclosureSEC source: 0001562180-20-007062 · primarydocument.xml · nonDerivative · entry 2 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,466 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, 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 $34.64 to $35.41, inclusive. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 22:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 20,000 | $10.80 | $216,000.00 |
DisclosureSEC source: 0001562180-20-007062 · primarydocument.xml · nonDerivative · entry 1 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,848 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 17, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 46 | $0.00 Strike: $10.72 | $0.00 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · derivative · entry 11 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,624 Underlying: Common Stock · 46 shares Expires 2027-10-26 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 80,977 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 October 26, 2021. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,601 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · derivative · entry 10 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,460 Underlying: Common Stock · 27,601 shares Expires 2028-09-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 25% of the 215,741 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 27,647 | $32.01 | $884,980.47 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · nonDerivative · entry 7 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,848 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, 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 $31.95 to $32.18, inclusive. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 27,601 | $10.80 | $298,090.80 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · nonDerivative · entry 6 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,495 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 17, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 46 | $10.72 | $493.12 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · nonDerivative · entry 5 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,894 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 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,719 | $0.00 Strike: $10.72 | $0.00 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · derivative · entry 9 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,670 Underlying: Common Stock · 9,719 shares Expires 2027-10-26 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 80,977 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 October 26, 2021. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,181 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · derivative · entry 8 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,061 Underlying: Common Stock · 27,181 shares Expires 2028-09-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: 25% of the 215,741 shares underlying the option vested in an annual installment and the remaining balance vested or will vest in equal monthly installments until the option vests in full on September 25, 2022. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 36,600 | $31.45 | $1,151,070.00 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · nonDerivative · entry 4 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,848 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, 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 $31.02 to $32.00, inclusive. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 300 | $32.18 | $9,654.00 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · nonDerivative · entry 3 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,448 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, 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 $32.05 to $32.30, 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 14, 2020 Filed Aug 18, 2020 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 27,181 | $10.80 | $293,554.80 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · nonDerivative · entry 2 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,748 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 21:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 9,719 | $10.72 | $104,187.68 |
DisclosureSEC source: 0001562180-20-005509 · primarydocument.xml · nonDerivative · entry 1 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,567 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 22, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 32,087 | $0.00 Strike: $10.72 | $0.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · derivative · entry 17 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,162 Underlying: Common Stock · 32,087 shares Expires 2027-10-26 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. F7 · derivative.exercise_date: 25% of the shares vested on October 26, 2018 and the remaining 75% vest in 36 equal monthly installments thereafter. Read SEC document |
| June 22, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 11,139 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · derivative · entry 16 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,501 Underlying: Common Stock · 11,139 shares Expires 2028-09-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: 25% of the shares vested on September 25, 2019 and the remaining 75% vest in 36 equal monthly installments thereafter. Read SEC document |
| June 22, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 779 | $33.00 | $25,707.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 12 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,848 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F6 · price: Represents the weighted average sale price of the shares sold ranging from $33.00 to $33.01 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 |
| June 22, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 31,308 | $32.68 | $1,023,145.44 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 11 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,627 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F5 · price: Represents the weighted average sale price of the shares sold ranging from $32.00 to $32.99 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 22, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 11,139 | $32.30 | $359,789.70 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 10 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,935 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F4 · price: Represents the weighted average sale price of the shares sold ranging from $32.00 to $32.85 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 22, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 32,087 | $10.72 | $343,972.64 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 9 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,935 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 22, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 11,139 | $10.80 | $120,301.20 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 8 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,074 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 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 417 | $0.00 Strike: $10.66 | $0.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · derivative · entry 15 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,087 Underlying: Common Stock · 417 shares Expires 2027-04-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: 25% of the shares vested on April 27, 2018 and the remaining 75% vest in 36 equal monthly installments thereafter. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 14,360 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · derivative · entry 14 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,640 Underlying: Common Stock · 14,360 shares Expires 2028-09-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: 25% of the shares vested on September 25, 2019 and the remaining 75% vest in 36 equal monthly installments thereafter. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,497 | $0.00 Strike: $10.72 | $0.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · derivative · entry 13 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,249 Underlying: Common Stock · 15,497 shares Expires 2027-10-26 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. F7 · derivative.exercise_date: 25% of the shares vested on October 26, 2018 and the remaining 75% vest in 36 equal monthly installments thereafter. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 6,500 | $32.00 | $208,000.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 7 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,848 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 417 | $32.00 | $13,344.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 6 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,845 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 14,360 | $32.08 | $460,668.80 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 5 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,262 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $32.00 to $32.31 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 19, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 15,497 | $32.09 | $497,298.73 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 4 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,348 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $32.00 to $32.32 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 19, 2020 Filed Jun 23, 2020 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 417 | $10.66 | $4,445.22 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 3 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,622 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 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 14,360 | $10.80 | $155,088.00 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 2 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,205 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 23:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 15,497 | $10.72 | $166,127.84 |
DisclosureSEC source: 0001562180-20-004669 · primarydocument.xml · nonDerivative · entry 1 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,845 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 02, 2020 Filed Jan 3, 2020 02:00 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 100,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000053 · primarydocument.xml · nonDerivative · entry 1 Nelli James Patrick Jr. · CIK 0001780883 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,348 F1 · shares: Includes 848 shares purchased pursuant to the Issuer's 2019 Employee Stock Purchase Plan on December 31, 2019, which transaction is considered exempt pursuant to Rule 16b-3(c) promulgated under the Securities Exchange Act of 1934. F2 · 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, 2020 and, thereafter, the remaining 75% of the RSUs will vest in 12 equal quarterly installments Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.