Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Director | July 16, 2026 | July 20, 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 July 16, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 144,628 |
Reported balance
After 2026-07-16 transaction · row 1
1 source rowRow 1 · 2026-07-16 · Grant · Acquired 80,691 · Balance 144,628 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 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. |
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 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.
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 |
|---|---|---|---|---|---|---|
| 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: 0002046471-26-000001 · primarydocument.xml · nonDerivative · entry 1 Hoggard Green Jill · CIK 0002046471 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,628 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 |
| July 09, 2025 Filed Jul 11, 2025 00:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 36,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005376 · primarydocument.xml · nonDerivative · entry 1 Hoggard Green Jill · CIK 0002046471 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,937 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 |
| December 01, 2024 Filed Dec 5, 2024 00:00 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 27,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008161 · primarydocument.xml · nonDerivative · entry 1 Hoggard Green Jill · CIK 0002046471 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,706 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, 33.33% of the RSUs will vest on December 1, 2025 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.