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 |
|---|---|---|---|---|---|---|
| September 07, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 10,819 | $15.84 | $171,372.96 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,281 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 |
| September 07, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 15,890 | $54.90 | $872,408.67 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,462 F1 · kind: The sales 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 $54.63 to $55.38 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) through (4). Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 48,437 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · derivative · entry 8 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,180 Underlying: Common Stock · 48,437 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. F6 · 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 |
| September 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,493 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · derivative · entry 7 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,065 Underlying: Common Stock · 9,493 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 |
| September 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,200 | $54.60 | $283,908.56 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,352 F1 · kind: The sales 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. F3 · price: Represents the weighted average sale price of the shares sold ranging from $54.54 to $54.72 per share, inclusive. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 52,730 | $54.32 | $2,864,319.97 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,552 F1 · kind: The sales 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 $53.54 to $54.53 per share, inclusive. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 9,493 | $15.84 | $150,369.12 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,282 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 |
| September 03, 2021 Filed Sep 8, 2021 16:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 48,437 | $10.80 | $523,119.60 |
DisclosureSEC source: 0001562180-21-005872 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,789 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 |
| September 01, 2021 Filed Sep 3, 2021 16:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 4,304 | $54.23 | $233,414.96 |
DisclosureSEC source: 0001562180-21-005796 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,352 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. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.91 to $54.76, 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 ranges set forth in this Footnote. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 35,448 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-004158 · primarydocument.xml · derivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,558 Underlying: Common Stock · 35,448 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. F6 · 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 |
| June 07, 2021 Filed Jun 9, 2021 21:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 10,427 | $56.23 | $586,258.08 |
DisclosureSEC source: 0001562180-21-004158 · primarydocument.xml · nonDerivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,656 F1 · kind: The sales 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 $56.14 to $56.37 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) though (5). Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 38,460 | $55.80 | $2,145,925.70 |
DisclosureSEC source: 0001562180-21-004158 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,083 F1 · kind: The sales 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 $55.14 to $56.13 per share, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,992 | $54.54 | $163,169.32 |
DisclosureSEC source: 0001562180-21-004158 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,543 F1 · kind: The sales 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. F3 · price: Represents the weighted average sale price of the shares sold ranging from $54.10 to $55.04 per share, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 11,105 | $53.72 | $596,599.47 |
DisclosureSEC source: 0001562180-21-004158 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,535 F1 · kind: The sales 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 $53.08 to $54.07 per share, inclusive. Read SEC document |
| June 07, 2021 Filed Jun 9, 2021 21:17 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 35,448 | $15.84 | $561,496.32 |
DisclosureSEC source: 0001562180-21-004158 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,640 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 |
| June 04, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 73,326 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · derivative · entry 9 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,617 Underlying: Common Stock · 73,326 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. F5 · 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 |
| June 04, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 19,175 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · derivative · entry 8 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,006 Underlying: Common Stock · 19,175 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. F6 · 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 |
| June 04, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 92,501 | $53.01 | $4,903,237.51 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · nonDerivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,192 F1 · kind: The sales 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 $52.54 to $53.25 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) though (4). Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 19,175 | $15.84 | $303,732.00 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · nonDerivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,693 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 |
| June 04, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 73,326 | $10.80 | $791,920.80 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,518 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 |
| June 03, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 78,871 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · derivative · entry 7 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,943 Underlying: Common Stock · 78,871 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. F5 · 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 |
| June 03, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,900 | $53.22 | $154,333.65 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,192 F1 · kind: The sales 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. F3 · price: Represents the weighted average sale price of the shares sold ranging from $53.08 to $53.57 per share, inclusive. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 75,971 | $52.79 | $4,010,691.42 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,092 F1 · kind: The sales 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 $52.08 to $53.06 per share, inclusive. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:23 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 78,871 | $10.80 | $851,806.80 |
DisclosureSEC source: 0001562180-21-004104 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,063 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 |
| June 01, 2021 Filed Jun 3, 2021 19:34 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 2,798 | $53.88 | $150,744.21 |
DisclosureSEC source: 0001562180-21-004055 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,192 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. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.66 to $54.35, 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 |
| March 02, 2021 Filed Mar 3, 2021 19:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,429 | $47.62 | $68,049.12 |
DisclosureSEC source: 0001562180-21-001943 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,990 F4 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F5 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $47.31 to $48.05, 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), (3), and (5). Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 86 | $49.63 | $4,268.01 |
DisclosureSEC source: 0001562180-21-001943 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,419 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 $49.17 to $49.93 per share, inclusive. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:14 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 2,792 | $48.60 | $135,682.27 |
DisclosureSEC source: 0001562180-21-001943 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,505 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 $48.15 to $49.06 per share, inclusive. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:36 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001423 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,297 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, 2021 and, thereafter, the remaining 75% of the RSUs will vest in 12 equal quarterly installments. Read SEC document |
| December 02, 2020 Filed Dec 3, 2020 17:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,736 | $35.96 | $170,313.66 |
DisclosureSEC source: 0001562180-20-007061 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,297 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 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 $35.50 to $36.33, 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 |
| December 02, 2020 Filed Dec 3, 2020 17:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 12,391 | $35.01 | $433,805.19 |
DisclosureSEC source: 0001562180-20-007061 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,033 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $34.50 to $35.49 per share, inclusive. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 17:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,482 | $34.98 | $156,793.81 |
DisclosureSEC source: 0001562180-20-007061 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,424 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $34.79 to $35.09 per share, inclusive. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 38,834 | $0.00 Strike: $10.30 | $0.00 |
DisclosureSEC source: 0001562180-20-006232 · primarydocument.xml · derivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,834 shares Expires 2025-12-17 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 38,834 shares underlying the options vested in an annual installment on December 17, 2016 and the remaining balance vested in equal monthly installments until the option vested in full on December 17, 2019. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,259 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-006232 · primarydocument.xml · derivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,787 Underlying: Common Stock · 9,259 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 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 |
| September 30, 2020 Filed Oct 2, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,313 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-20-006232 · primarydocument.xml · derivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,868 Underlying: Common Stock · 6,313 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. F1 · derivative.exercise_date: 25% of the 25,252 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 February 5, 2023. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 38,834 | $10.30 | $399,990.20 |
DisclosureSEC source: 0001562180-20-006232 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,906 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 |
| September 30, 2020 Filed Oct 2, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 6,313 | $15.84 | $99,997.92 |
DisclosureSEC source: 0001562180-20-006232 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,072 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 |
| September 30, 2020 Filed Oct 2, 2020 16:53 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 9,259 | $10.80 | $99,997.20 |
DisclosureSEC source: 0001562180-20-006232 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,759 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 |
| August 25, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,013 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · derivative · entry 13 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,181 Underlying: Common Stock · 17,013 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. F7 · derivative.exercise_date: 25% of the 299,748 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 February 5, 2023. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 10,933 | $30.88 | $337,611.04 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 9 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,500 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F6 · price: Represents the weighted average sale price of the shares sold ranging from $30.64 to $31.21 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) though (6). Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 6,080 | $30.34 | $184,467.20 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 8 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,433 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F5 · price: Represents the weighted average sale price of the shares sold ranging from $29.64 to $30.63 per share, inclusive. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 17,013 | $15.84 | $269,485.92 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 7 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,513 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 |
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20 | $0.00 Strike: $6.24 | $0.00 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · derivative · entry 12 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20 shares Expires 2024-06-12 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 76,465 shares underlying the options vested in an annual installment on May 13, 2015 and the remaining balance vested in equal monthly installments until the option vested in full on May 13, 2018. Read SEC document |
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,465 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · derivative · entry 11 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,269 Underlying: Common Stock · 5,465 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. F8 · derivative.exercise_date: 25% of the 747,223 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 |
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 98,554 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · derivative · entry 10 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,194 Underlying: Common Stock · 98,554 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. F7 · derivative.exercise_date: 25% of the 299,748 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 February 5, 2023. Read SEC document |
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 93,838 | $30.24 | $2,837,661.12 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,500 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F4 · price: Represents the weighted average sale price of the shares sold ranging from $29.94 to $30.93 per share, inclusive. Read SEC document |
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 8,301 | $31.18 | $258,825.18 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,338 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F3 · price: Represents the weighted average sale price of the shares sold ranging from $30.94 to $31.86 per share, inclusive. Read SEC document |
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,900 | $32.00 | $60,800.00 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,639 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on November 22, 2019, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $31.94 to $32.02 per share, inclusive. Read SEC document |
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 20 | $6.24 | $124.80 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,539 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 |
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,465 | $10.80 | $59,022.00 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,519 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.