Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Director | June 12, 2020 | June 17, 2020 |
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 June 12, 2020 · Filed June 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,199 |
Reported balance
After 2020-06-12 transaction · row 1
1 source rowRow 1 · 2020-06-12 · Grant · Acquired 5,443 · Balance 54,199 F1: 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, the RSUs will fully vest on the date of the next Annual Meeting of the Issuer's Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: 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, the RSUs will fully vest on the date of the next Annual Meeting of the Issuer's Stockholders.
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 |
|---|---|---|---|---|---|---|
| June 12, 2020 Filed Jun 17, 2020 23:19 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 5,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004562 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,199 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, the RSUs will fully vest on the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| April 23, 2020 Filed Apr 25, 2020 00:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003141 · primarydocument.xml · nonDerivative · entry 2 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,756 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| April 21, 2020 Filed Apr 25, 2020 00:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003141 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,237 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| April 17, 2020 Filed Apr 21, 2020 21:37 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003072 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,717 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 20:48 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003018 · primarydocument.xml · nonDerivative · entry 2 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,197 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 20:48 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003018 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,677 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 00:38 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002260 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,157 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:24 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002006 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,637 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001819 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,117 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 00:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001136 · primarydocument.xml · nonDerivative · entry 2 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,597 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| January 27, 2020 Filed Feb 13, 2020 00:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | OtherCommon Stock | 4,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001136 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,077 F1 · kind: Represents a pro rata distribution for no consideration. Read SEC document |
| September 01, 2019 Filed Sep 3, 2019 23:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 3,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004589 · primarydocument.xml · nonDerivative · entry 1 Dixon Michael Edward · CIK 0001780254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,557 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, the RSUs will fully vest on the date of the next Annual Meeting of the Issuer's Stockholders. 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.