Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Director · CEO | September 10, 2026 | September 11, 2026 |
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 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,388,406 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Tax withholding · Disposed 35,244 · Balance 1,388,406 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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 20:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 35,244 | $1.67 | $59,023.13 |
DisclosureSEC source: 0002086403-26-000008 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,388,406 F1 · shares: 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 01, 2026 Filed Sep 3, 2026 21:10 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 321 | $1.70 | $546.86 |
DisclosureSEC source: 0002086403-26-000007 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,423,650 F1 · shares: 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 10, 2026 Filed Jun 15, 2026 20:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 34,485 | $1.69 | $58,341.72 |
DisclosureSEC source: 0002086403-26-000006 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,423,971 F1 · shares: 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 01, 2026 Filed Jun 3, 2026 23:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 336 | $1.37 | $460.39 |
DisclosureSEC source: 0002086403-26-000005 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458,456 F1 · shares: 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 |
| May 01, 2026 Filed May 1, 2026 20:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 310 | $1.35 | $416.95 |
DisclosureSEC source: 0002086403-26-000004 · primarydocument.xml · nonDerivative · entry 2 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458,792 F2 · shares: 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 |
| April 29, 2026 Filed May 1, 2026 20:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 1,124 | $0.00 | $0.00 |
DisclosureSEC source: 0002086403-26-000004 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,459,102 F1 · shares: Represents an award of 1,124 performance-based restricted units of the Issuer ("PRSUs") pursuant to the Issuer's 2019 Stock Option and Incentive Plan, based upon the Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2025, approved by the Issuer's board of directors on April 29, 2026. Each PRSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 10, 2026 Filed Mar 13, 2026 12:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 70,455 | $1.85 | $130,207.89 |
DisclosureSEC source: 0002086403-26-000003 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,457,978 F1 · shares: 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 |
| March 02, 2026 Filed Mar 5, 2026 23:48 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,966 | $1.66 | $8,243.06 |
DisclosureSEC source: 0002086403-26-000002 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,528,433 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 26, 2026 Filed Feb 27, 2026 21:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 13,304 | $1.75 | $23,252.73 |
DisclosureSEC source: 0002086403-26-000001 · primarydocument.xml · nonDerivative · entry 3 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,533,399 F3 · 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 25, 2026 Filed Feb 27, 2026 21:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 38,833 | $0.00 | $0.00 |
DisclosureSEC source: 0002086403-26-000001 · primarydocument.xml · nonDerivative · entry 2 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,546,703 F2 · shares: Represents an award of 38,833 performance-based restricted units ("PRSUs") pursuant to the 2019 Plan, based upon the Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2025. Each PRSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 930,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002086403-26-000001 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,507,870 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, 16.67% of the RSUs will vest on March 1st, 2026, and, thereafter, the remaining 83.33% of the RSUs will vest in 10 equal quarterly installments. Read SEC document |
| September 24, 2025 Filed Sep 26, 2025 20:25 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 467,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002086403-25-000005 · primarydocument.xml · nonDerivative · entry 1 Albert Benjamin · CIK 0002086403 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577,870 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, 33.33% of the RSUs will vest on September 10, 2026 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 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.