Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Health Catalyst, Inc.
Report date June 01, 2026 · Filed June 03, 2026
Section 16 reporting ended · disclosed 2026-06-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 321,132 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Tax withholding · Disposed 8,519 · Balance 321,132 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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 3, 2020 21:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 321 | $27.22 | $8,737.62 |
DisclosureSEC source: 0001562180-20-002900 · primarydocument.xml · nonDerivative · entry 4 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,377 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 21, 2019, in accordance with Rule 10b5-1. F4 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $27.16 to $27.34, 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) through (4). Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 700 | $26.46 | $18,522.00 |
DisclosureSEC source: 0001562180-20-002900 · primarydocument.xml · nonDerivative · entry 3 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,698 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 21, 2019, in accordance with Rule 10b5-1. F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $26.14 to $27.12, inclusive. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 100 | $24.97 | $2,497.00 |
DisclosureSEC source: 0001562180-20-002900 · primarydocument.xml · nonDerivative · entry 2 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,398 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 21, 2019, in accordance with Rule 10b5-1. F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $24.97 to $24.97, inclusive. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:52 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 1,121 | $10.80 | $12,106.80 |
DisclosureSEC source: 0001562180-20-002900 · primarydocument.xml · nonDerivative · entry 1 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,498 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 |
| March 03, 2020 Filed Mar 6, 2020 00:37 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,944 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-002258 · primarydocument.xml · derivative · entry 4 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,096 Underlying: Common Stock · 17,944 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. F4 · derivative.exercise_date: 25% of the 59,351 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 is vested in full on September 25, 2022. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:37 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,999 | $29.24 | $116,930.76 |
DisclosureSEC source: 0001562180-20-002258 · primarydocument.xml · nonDerivative · entry 3 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,377 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 21, 2019, in accordance with Rule 10b5-1. F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $28.88 to $29.63, 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 03, 2020 Filed Mar 6, 2020 00:37 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 13,945 | $28.33 | $395,061.85 |
DisclosureSEC source: 0001562180-20-002258 · primarydocument.xml · nonDerivative · entry 2 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,376 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 21, 2019, in accordance with Rule 10b5-1. F2 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $27.88 to $28.87, inclusive. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:37 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 17,944 | $10.80 | $193,795.20 |
DisclosureSEC source: 0001562180-20-002258 · primarydocument.xml · nonDerivative · entry 1 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,321 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 02, 2020 Filed Jan 3, 2020 02:01 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 25,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000061 · primarydocument.xml · nonDerivative · entry 1 Llewelyn Linda · CIK 0001780878 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,377 F1 · shares: Includes 377 shares purchased pursuant to the Issuer's 2019 Employee Stock Purchase Plan on December 31, 2019, which transaction is considered exempt pursuant to Rule 16b-3(c) promulgated under the Securities Exchange Act of 1934. F2 · 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, 2020 and, thereafter, the remaining 75% of the RSUs will vest in 12 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.