Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Director · Chief Executive Officer | December 01, 2025 | December 03, 2025 |
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 December 01, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,393,099 |
Reported balance
After 2025-12-01 transaction · row 1
1 source rowRow 1 · 2025-12-01 · Tax withholding · Disposed 55,715 · Balance 1,393,099 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 |
|---|---|---|---|---|---|---|
| December 01, 2025 Filed Dec 3, 2025 16:16 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 55,715 | $2.90 | $161,584.64 |
DisclosureSEC source: 0001780980-25-000002 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,393,099 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 |
| September 02, 2025 Filed Sep 4, 2025 18:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 8,335 | $3.36 | $28,028.10 |
DisclosureSEC source: 0001562180-25-006101 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,448,814 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 |
| June 02, 2025 Filed Jun 3, 2025 21:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 8,658 | $3.63 | $31,470.10 |
DisclosureSEC source: 0001562180-25-004390 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,457,149 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 |
| March 03, 2025 Filed Mar 4, 2025 17:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 33,677 | $4.58 | $154,143.00 |
DisclosureSEC source: 0001562180-25-002004 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,465,807 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 20, 2025 Filed Feb 24, 2025 20:50 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 75,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001552 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,499,484 F3 · shares: Represents an award of 75,437 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, 2024. Each PRSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 20:50 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 296,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001552 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,424,047 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 December 1, 2025 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 equal quarterly installments. F2 · balance_after: Excludes 90 shares that were previously reported as held by the Reporting Person due to an inadvertent administrative error. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 16:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 30,897 | $8.97 | $277,244.96 |
DisclosureSEC source: 0001562180-24-008095 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,128,137 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 |
| September 03, 2024 Filed Sep 5, 2024 16:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,174 | $7.27 | $30,341.22 |
DisclosureSEC source: 0001562180-24-006685 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,159,034 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 |
| June 03, 2024 Filed Jun 4, 2024 16:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,442 | $6.53 | $29,020.92 |
DisclosureSEC source: 0001562180-24-004630 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,163,208 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 |
| March 01, 2024 Filed Mar 5, 2024 16:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,973 | $8.05 | $40,038.62 |
DisclosureSEC source: 0001562180-24-002251 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,167,650 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 27, 2024 Filed Feb 27, 2024 16:01 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | PurchaseCommon Stock | 26,200 | $7.81 | $204,525.06 |
DisclosureSEC source: 0001562180-24-001777 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,172,623 Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 19:34 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001657 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,146,423 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 December 1, 2024 and, thereafter, the remaining 66.67% of the RSUs will vest in 8 equal quarterly installments. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 17:38 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 8,478 | $7.45 | $63,163.64 |
DisclosureSEC source: 0001562180-23-008133 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 896,423 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 |
| September 01, 2023 Filed Sep 6, 2023 20:48 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 7,103 | $11.78 | $83,648.48 |
DisclosureSEC source: 0001562180-23-006766 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 904,901 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 |
| June 01, 2023 Filed Jun 5, 2023 19:31 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 7,411 | $11.24 | $83,292.23 |
DisclosureSEC source: 0001562180-23-004859 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 912,004 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 |
| May 12, 2023 Filed May 12, 2023 16:16 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | PurchaseCommon Stock | 49,050 | $10.19 | $499,593.87 |
DisclosureSEC source: 0001562180-23-004087 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 919,415 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 17:09 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 7,717 | $14.29 | $110,265.13 |
DisclosureSEC source: 0001562180-23-002430 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 870,365 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 |
| December 01, 2022 Filed Dec 5, 2022 16:38 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 22,058 | $10.65 | $234,911.08 |
DisclosureSEC source: 0001562180-22-008052 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878,082 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 |
| November 11, 2022 Filed Nov 14, 2022 07:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | PurchaseCommon Stock | 197,078 | $10.14 | $1,998,213.26 |
DisclosureSEC source: 0001562180-22-007616 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900,140 Read SEC document |
| September 08, 2022 Filed Sep 8, 2022 16:00 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | PurchaseCommon Stock | 90,750 | $10.99 | $996,970.43 |
DisclosureSEC source: 0001562180-22-006553 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,062 Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 16:10 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 7,362 | $11.61 | $85,436.01 |
DisclosureSEC source: 0001562180-22-006491 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612,312 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 |
| August 09, 2022 Filed Aug 9, 2022 16:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | PurchaseCommon Stock | 176,522 | $11.62 | $2,051,397.47 |
DisclosureSEC source: 0001562180-22-005977 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,674 Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 17:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 258 | $14.95 | $3,857.67 |
DisclosureSEC source: 0001562180-22-004812 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,152 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 $14.91 to $15.07 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 |
| June 01, 2022 Filed Jun 3, 2022 17:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 7,104 | $14.24 | $101,140.36 |
DisclosureSEC source: 0001562180-22-004812 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,410 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 $13.91 to $14.90 per share, inclusive. Read SEC document |
| May 18, 2022 Filed May 24, 2022 16:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 71,470 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-22-004370 · primarydocument.xml · derivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,728 Underlying: Common Stock · 71,470 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. F2 · derivative.exercise_date: 25% of the 747,223 shares underlying the option 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 |
| May 18, 2022 Filed May 24, 2022 16:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 18,518 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-22-004370 · primarydocument.xml · derivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,518 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 27,777 shares underlying the option vested in an annual installment 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 |
| May 18, 2022 Filed May 24, 2022 16:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 71,470 | $10.80 | $771,876.00 |
DisclosureSEC source: 0001562180-22-004370 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,514 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 |
| May 18, 2022 Filed May 24, 2022 16:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 18,518 | $10.80 | $199,994.40 |
DisclosureSEC source: 0001562180-22-004370 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,044 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 02, 2022 Filed Mar 3, 2022 19:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,862 | $26.69 | $49,699.20 |
DisclosureSEC source: 0001562180-22-002340 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,526 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. F5 · price: Represents the weighted average sale price of the shares sold ranging from $25.29 to $27.56 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 (5). Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 19:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 8,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002340 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,388 F4 · shares: Represents an award of 8,385 PRSUs pursuant to the 2019 Plan. Each PRSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan and Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2021, 25% of the PRSUs noted above vested on March 1, 2022 and, thereafter, the remaining 75% of the PRSUs will vest in 12 equal quarterly installments. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 19:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 3,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002340 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,003 F3 · shares: Represents an award of 3,536 performance-based restricted units ("PRSUs") pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each PRSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan and Issuer's satisfaction of certain performance criteria for the fiscal year ended December 31, 2021, the PRSUs noted above vested on March 1, 2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 19:35 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 11,439 | $26.63 | $304,628.58 |
DisclosureSEC source: 0001562180-22-002340 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,467 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 $26.23 to $27.44 per share, inclusive. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002015 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,906 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, 2022 and, thereafter, the remaining 75% of the RSUs will vest in 12 equal quarterly installments. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 18:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,530 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-21-007616 · primarydocument.xml · derivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,743 Underlying: Common Stock · 15,530 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. F3 · derivative.exercise_date: 25% of the 747,223 shares underlying the option 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 |
| December 07, 2021 Filed Dec 9, 2021 18:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 15,530 | $40.47 | $628,488.23 |
DisclosureSEC source: 0001562180-21-007616 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,906 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $40.14 to $40.75 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 this Footnote. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 18:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 15,530 | $10.80 | $167,724.00 |
DisclosureSEC source: 0001562180-21-007616 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,436 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 |
| December 06, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 11,126 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · derivative · entry 13 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,273 Underlying: Common Stock · 11,126 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. F9 · derivative.exercise_date: 25% of the 747,223 shares underlying the option 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 |
| December 06, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,881 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · derivative · entry 12 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,934 Underlying: Common Stock · 5,881 shares Expires 2029-02-05 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. F8 · derivative.exercise_date: 25% of the 299,748 shares underlying the option vested in an annual installment on February 5, 2020 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 21,972 | $40.06 | $880,235.67 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 9 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,906 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F7 · price: Represents the weighted average sale price of the shares sold ranging from $40.00 to $40.35 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 (4) through (7). Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,881 | $15.84 | $93,155.04 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 8 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,878 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 |
| December 06, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 11,126 | $10.80 | $120,160.80 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 7 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,997 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 |
| December 03, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 21,781 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · derivative · entry 11 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,399 Underlying: Common Stock · 21,781 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. F9 · derivative.exercise_date: 25% of the 747,223 shares underlying the option 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 |
| December 03, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 14,431 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · derivative · entry 10 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,815 Underlying: Common Stock · 14,431 shares Expires 2029-02-05 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. F8 · derivative.exercise_date: 25% of the 299,748 shares underlying the option vested in an annual installment on February 5, 2020 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 200 | $42.13 | $8,425.98 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,871 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F6 · price: Represents the weighted average sale price of the shares sold ranging from $42.10 to $42.36 per share, inclusive. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 10,127 | $41.47 | $419,950.49 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,071 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F5 · price: Represents the weighted average sale price of the shares sold ranging from $41.09 to $41.79 per share, inclusive. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 25,885 | $40.28 | $1,042,614.15 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,198 F3 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 4, 2021, in accordance with Rule 10b5-1. F4 · price: Represents the weighted average sale price of the shares sold ranging from $40.00 to $40.92 per share, inclusive. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 14,431 | $15.84 | $228,587.04 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,083 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 |
| December 03, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 21,781 | $10.80 | $235,234.80 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,652 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 |
| December 02, 2021 Filed Dec 7, 2021 16:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,410 | $41.95 | $184,988.48 |
DisclosureSEC source: 0001562180-21-007530 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,871 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 a weighted average price reported by the broker. These shares were sold as part of a block trade in multiple transactions at prices ranging from $40.33 to $42.76, 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 range set forth in this footnote with regard to the block trade. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,819 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · derivative · entry 9 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,246 Underlying: Common Stock · 10,819 shares Expires 2029-02-05 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. F5 · derivative.exercise_date: 25% of the 299,748 shares underlying the option vested in an annual installment on February 5, 2020 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on February 5, 2023. 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.