Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Chief Financial Officer | September 01, 2026 | September 03, 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 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 704,867 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 17,973 · Balance 704,867 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 04, 2021 Filed Mar 10, 2021 00:19 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 602 | $47.00 | $28,294.00 |
DisclosureSEC source: 0001562180-21-002120 · primarydocument.xml · nonDerivative · entry 1 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,488 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December, 15 2020, in accordance with Rule 10b5-1. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:15 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 10 | $49.63 | $496.28 |
DisclosureSEC source: 0001562180-21-001947 · primarydocument.xml · nonDerivative · entry 2 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,090 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. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes (2) and (3). Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 00:15 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 326 | $48.60 | $15,842.56 |
DisclosureSEC source: 0001562180-21-001947 · primarydocument.xml · nonDerivative · entry 1 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,100 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 23, 2021 01:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001422 · primarydocument.xml · nonDerivative · entry 1 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,426 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 |
| January 14, 2021 Filed Jan 20, 2021 01:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 832 | $0.00 Strike: $10.60 | $0.00 |
DisclosureSEC source: 0001562180-21-000366 · primarydocument.xml · derivative · entry 8 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 832 shares Expires 2026-10-14 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 5,000 shares underlying the options vested in an annual installment on October 14, 2017 and the remaining balance vested in equal monthly installments until the option vested in full on October 14, 2020. Read SEC document |
| January 14, 2021 Filed Jan 20, 2021 01:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,340 | $0.00 Strike: $10.72 | $0.00 |
DisclosureSEC source: 0001562180-21-000366 · primarydocument.xml · derivative · entry 7 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,640 Underlying: Common Stock · 2,340 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. F3 · derivative.exercise_date: 25% of the 12,500 shares underlying the options vested in an annual installment on October 26, 2018 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 |
| January 14, 2021 Filed Jan 20, 2021 01:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 780 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001562180-21-000366 · primarydocument.xml · derivative · entry 6 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,462 Underlying: Common Stock · 780 shares Expires 2028-05-03 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 4,150 shares underlying the options vested in an annual installment on May 3, 2019 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on May 3, 2022. Read SEC document |
| January 14, 2021 Filed Jan 20, 2021 01:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,349 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-21-000366 · primarydocument.xml · derivative · entry 5 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,084 Underlying: Common Stock · 2,349 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. F1 · derivative.exercise_date: 25% of the 11,805 shares underlying the options vested in an annual installment on September 25, 2019 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 |
| January 14, 2021 Filed Jan 20, 2021 01:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,349 | $10.80 | $25,369.20 |
DisclosureSEC source: 0001562180-21-000366 · primarydocument.xml · nonDerivative · entry 4 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,426 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 14, 2021 Filed Jan 20, 2021 01:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 832 | $10.60 | $8,819.20 |
DisclosureSEC source: 0001562180-21-000366 · primarydocument.xml · nonDerivative · entry 3 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,077 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 14, 2021 Filed Jan 20, 2021 01:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,340 | $10.72 | $25,084.80 |
DisclosureSEC source: 0001562180-21-000366 · primarydocument.xml · nonDerivative · entry 2 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,245 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 14, 2021 Filed Jan 20, 2021 01:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 780 | $10.78 | $8,408.40 |
DisclosureSEC source: 0001562180-21-000366 · primarydocument.xml · nonDerivative · entry 1 Alger Jason · CIK 0001839111 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,905 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.