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 |
|---|---|---|---|---|---|---|
| August 24, 2020 Filed Aug 27, 2020 16:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 98,554 | $15.84 | $1,561,095.36 |
DisclosureSEC source: 0001562180-20-005688 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,054 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 21, 2020 Filed Aug 24, 2020 16:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 72,265 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-005634 · primarydocument.xml · derivative · entry 7 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,734 Underlying: Common Stock · 72,265 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 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 21, 2020 Filed Aug 24, 2020 16:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,571 | $32.68 | $84,020.28 |
DisclosureSEC source: 0001562180-20-005634 · primarydocument.xml · nonDerivative · entry 5 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $32.63 to $32.80, 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 |
| August 21, 2020 Filed Aug 24, 2020 16:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 69,694 | $32.08 | $2,235,783.52 |
DisclosureSEC source: 0001562180-20-005634 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,071 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 $31.63 to $32.61 per share, inclusive. Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 16:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 72,265 | $10.80 | $780,462.00 |
DisclosureSEC source: 0001562180-20-005634 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,765 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 20, 2020 Filed Aug 24, 2020 16:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,603 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-005634 · primarydocument.xml · derivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,999 Underlying: Common Stock · 50,603 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 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 20, 2020 Filed Aug 24, 2020 16:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 50,603 | $32.40 | $1,639,537.20 |
DisclosureSEC source: 0001562180-20-005634 · primarydocument.xml · nonDerivative · entry 2 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. F2 · price: Represents the weighted average sale price of the shares sold ranging from $32.05 to $32.63 per share, inclusive. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 16:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 50,603 | $10.80 | $546,512.40 |
DisclosureSEC source: 0001562180-20-005634 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,103 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 19, 2020 Filed Aug 20, 2020 18:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 64,545 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-005596 · primarydocument.xml · derivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,602 Underlying: Common Stock · 64,545 shares Expires 2028-09-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: 25% of the 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 19, 2020 Filed Aug 20, 2020 18:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 64,545 | $32.44 | $2,093,839.80 |
DisclosureSEC source: 0001562180-20-005596 · primarydocument.xml · nonDerivative · entry 4 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. F3 · price: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $32.18 to $32.71, 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 |
| August 19, 2020 Filed Aug 20, 2020 18:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 64,545 | $10.80 | $697,086.00 |
DisclosureSEC source: 0001562180-20-005596 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,045 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 18, 2020 Filed Aug 20, 2020 18:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 85,142 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-005596 · primarydocument.xml · derivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,147 Underlying: Common Stock · 85,142 shares Expires 2028-09-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: 25% of the 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 18, 2020 Filed Aug 20, 2020 18:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 85,142 | $32.58 | $2,773,926.36 |
DisclosureSEC source: 0001562180-20-005596 · primarydocument.xml · nonDerivative · entry 2 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. F2 · price: Represents the weighted average sale price of the shares sold ranging from $32.22 to $32.91 per share, inclusive. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 18:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 85,142 | $10.80 | $919,533.60 |
DisclosureSEC source: 0001562180-20-005596 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,642 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 17, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,235 | $0.00 Strike: $6.24 | $0.00 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · derivative · entry 11 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20 Underlying: Common Stock · 15,235 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. F6 · 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 17, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,253 | $0.00 Strike: $10.30 | $0.00 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · derivative · entry 10 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,253 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. F4 · derivative.exercise_date: 25% of the 261,166 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 |
| August 17, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 67,934 | $0.00 Strike: $10.80 | $0.00 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · derivative · entry 9 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679,289 Underlying: Common Stock · 67,934 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 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 17, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 37,485 | $32.05 | $1,201,394.25 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · nonDerivative · entry 7 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,939 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $31.05 to $32.04, inclusive. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 72,937 | $32.05 | $2,337,630.85 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · nonDerivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,424 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $32.05 to $32.36, 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 |
| August 17, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 27,253 | $10.30 | $280,705.90 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · nonDerivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,361 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 17, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 67,934 | $10.80 | $733,687.20 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,108 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 17, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 15,235 | $6.24 | $95,066.40 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,174 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 14, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 61,190 | $0.00 Strike: $10.30 | $0.00 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · derivative · entry 8 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,253 Underlying: Common Stock · 61,190 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. F4 · derivative.exercise_date: 25% of the 261,166 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 |
| August 14, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 61,190 | $31.41 | $1,921,977.90 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,939 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. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 17:11 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 61,190 | $10.30 | $630,257.00 |
DisclosureSEC source: 0001562180-20-005510 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,129 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 |
| July 31, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 84,742 | $0.00 Strike: $10.30 | $0.00 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · derivative · entry 13 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,443 Underlying: Common Stock · 84,742 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. F6 · derivative.exercise_date: 25% of the 261,166 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 |
| July 31, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,805 | $35.69 | $207,180.45 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 10 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,939 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 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $35.50 to $35.97, 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 (5). Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 5,805 | $10.30 | $59,791.50 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 9 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,744 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 |
| July 31, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 78,937 | $34.79 | $2,746,218.23 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 8 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,939 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 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $34.46 to $35.40, inclusive. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 78,937 | $10.30 | $813,051.10 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 7 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,876 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 |
| July 30, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,847 | $0.00 Strike: $6.24 | $0.00 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · derivative · entry 12 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,255 Underlying: Common Stock · 27,847 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. F7 · 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 |
| July 30, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 87,981 | $0.00 Strike: $10.30 | $0.00 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · derivative · entry 11 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,185 Underlying: Common Stock · 87,981 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. F6 · derivative.exercise_date: 25% of the 261,166 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 |
| July 30, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 10,124 | $6.24 | $63,173.76 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 6 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,939 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 |
| July 30, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 10,124 | $36.11 | $365,577.64 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,815 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 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $36.04 to $36.24, inclusive. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 87,981 | $35.72 | $3,142,681.32 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 4 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,939 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 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $35.04 to $36.03, inclusive. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 17,723 | $35.72 | $633,065.56 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,920 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 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $35.04 to $36.03, inclusive. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 87,981 | $10.30 | $906,204.30 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,643 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 |
| July 30, 2020 Filed Aug 3, 2020 17:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 17,723 | $6.24 | $110,591.52 |
DisclosureSEC source: 0001562180-20-005274 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,662 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 26, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 24,439 | $0.00 Strike: $6.24 | $0.00 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · derivative · entry 11 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,102 Underlying: Common Stock · 24,439 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. F5 · 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 or will vest in equal monthly installments until the option is vested in full on May 13, 2018. Read SEC document |
| June 26, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 24,439 | $30.25 | $739,279.75 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · nonDerivative · entry 8 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 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $30.00 to $30.80, 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 |
| June 26, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 24,439 | $6.24 | $152,499.36 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · nonDerivative · entry 7 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,939 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 25, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 107,545 | $0.00 Strike: $4.42 | $0.00 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · derivative · entry 10 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 107,545 shares Expires 2023-07-01 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 200,000 shares underlying the options vested in an annual installment on July 1, 2014 and the remaining balance vested or will vest in equal monthly installments until the option is vested in full on July 1, 2017. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,924 | $0.00 Strike: $6.24 | $0.00 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · derivative · entry 9 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,541 Underlying: Common Stock · 8,924 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. F5 · 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 or will vest in equal monthly installments until the option is vested in full on May 13, 2018. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,883 | $31.53 | $90,900.99 |
DisclosureSEC source: 0001562180-20-004712 · 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. F2 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $31.42 to $31.72, inclusive. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,883 | $4.42 | $12,742.86 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · nonDerivative · entry 5 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,383 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 25, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 104,662 | $30.98 | $3,242,428.76 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · nonDerivative · entry 4 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. F3 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $30.42 to $31.41, inclusive. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 8,924 | $31.53 | $281,373.72 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · nonDerivative · entry 3 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,162 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 · acquired: Represents a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $31.42 to $31.72, inclusive. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 8,924 | $6.24 | $55,685.76 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,086 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 25, 2020 Filed Jun 30, 2020 19:27 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 104,662 | $4.42 | $462,606.04 |
DisclosureSEC source: 0001562180-20-004712 · primarydocument.xml · nonDerivative · entry 1 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,162 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 02, 2020 Filed Jan 2, 2020 20:59 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000052 · primarydocument.xml · nonDerivative · entry 2 Burton Daniel D. · CIK 0001780980 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,500 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, 2020 and, thereafter, the remaining 75% of the RSUs will vest in 12 equal quarterly installments Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.