Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Director | September 01, 2026 | September 03, 2026 |
| View, Inc.VIEW · Entity 91225 | Director | March 27, 2023 | March 29, 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 September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 185,101 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 9,766 · Balance 185,101 F1: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on September 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on September 1, 2026.
View, Inc.
Report date March 27, 2023 · Filed March 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 122,497 |
Reported balance
After 2023-03-27 transaction · row 1
1 source rowRow 1 · 2023-03-27 · Grant · Acquired 100,000 · Balance 122,497 F1: Reflects annual director service grant of restricted stock units, which vest ratably each quarter over one year with the first day of vesting on April 8, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects annual director service grant of restricted stock units, which vest ratably each quarter over one year with the first day of vesting on April 8, 2023.
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 01, 2026 Filed Sep 3, 2026 21:15 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 9,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001796545-26-000004 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,101 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on September 1, 2026. Read SEC document |
| July 16, 2026 Filed Jul 20, 2026 21:19 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 80,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001796545-26-000003 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,335 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 earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 23:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 12,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001796545-26-000002 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,644 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on June 1, 2026. Read SEC document |
| March 01, 2026 Filed Mar 5, 2026 23:47 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 8,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001796545-26-000001 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,934 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on March 1, 2026. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 23:37 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 47,997 | $2.67 | $128,348.78 |
DisclosureSEC source: 0001796545-25-000003 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,573 Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:21 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 5,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001796545-25-000002 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,570 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on December 1, 2025. Read SEC document |
| September 01, 2025 Filed Sep 5, 2025 20:54 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 4,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-006121 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,839 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on September 1, 2025. Read SEC document |
| July 09, 2025 Filed Jul 11, 2025 00:16 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 36,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005374 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,251 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 earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 22:45 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 3,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004387 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,020 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on June 1, 2025. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002002 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,254 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on March 1, 2025. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 21:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 1,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008091 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,804 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on December 1, 2024. Read SEC document |
| September 01, 2024 Filed Sep 10, 2024 22:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006760 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,188 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on September 1, 2024. Read SEC document |
| June 13, 2024 Filed Jun 18, 2024 00:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 20,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005134 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,238 F1 · shares: Represents an award of RSUs granted pursuant to 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 earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 21:19 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 5,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005296 · primarydocument.xml · nonDerivative · entry 2 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,431 F2 · shares: Represents an award of RSUs granted pursuant to 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 each of September 1, 2023, December 1, 2023, March 1, 2024 and June 1, 2024. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 21:19 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 12,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005296 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,295 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 earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 22:00 UTC | View, Inc. VIEW · Entity 91225 | GrantClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-009991 · doc4.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,497 F1 · shares: Reflects annual director service grant of restricted stock units, which vest ratably each quarter over one year with the first day of vesting on April 8, 2023. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 20:58 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 11,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005147 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,790 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 earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 14, 2021 Filed Jun 15, 2021 21:34 UTC | View, Inc. VIEW · Entity 91225 | GrantClass A Common Stock | 22,497 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-023926 · doc4.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,497 F1 · shares: Reflects annual director service grant of restricted stock units, which will vest in full on June 14, 2022 with ratable quarterly vesting. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 20:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 3,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004247 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,113 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 earlier of (i) June 10, 2022 and (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 12, 2020 Filed Jun 17, 2020 23:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 5,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004563 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,828 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 |
| February 07, 2020 Filed Feb 11, 2020 21:30 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 6,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001082 · primarydocument.xml · nonDerivative · entry 1 Larson-Green Julie · CIK 0001796545 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385 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 January 1, 2021 and, thereafter, the remaining 66.67% of the RSUs will vest in 2 equal annual 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.