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Burton Daniel D.

Disclosed activity across 1 company

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72277
SEC CIK
0001780980

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Health Catalyst, Inc.HCAT · Entity 1565Director · Chief Executive OfficerDecember 01, 2025December 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,393,099 Reported balance After 2025-12-01 transaction · row 1
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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).

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.