Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Health Catalyst, Inc.HCAT · Entity 1565 | Chief Operating Officer | September 02, 2025 | September 04, 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 September 02, 2025 · Filed September 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 198,367 |
Reported balance
After 2025-09-02 transaction · row 1
1 source rowRow 1 · 2025-09-02 · Tax withholding · Disposed 3,663 · Balance 198,367 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 02, 2025 Filed Sep 4, 2025 18:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 3,663 | $3.36 | $12,317.57 |
DisclosureSEC source: 0001562180-25-006102 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,367 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 21:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 3,802 | $3.63 | $13,819.51 |
DisclosureSEC source: 0001562180-25-004393 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,030 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 05, 2025 Filed May 7, 2025 18:15 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,209 | $4.10 | $21,331.38 |
DisclosureSEC source: 0001562180-25-003646 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 205,832 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 19:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,209 | $4.15 | $21,604.33 |
DisclosureSEC source: 0001562180-25-003050 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 211,041 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| March 05, 2025 Filed Mar 10, 2025 16:15 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 16,902 | $4.52 | $76,331.12 |
DisclosureSEC source: 0001562180-25-002254 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 216,250 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 17:22 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 9,232 | $4.58 | $42,255.79 |
DisclosureSEC source: 0001562180-25-002009 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,152 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. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 20:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 11,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001547 · primarydocument.xml · nonDerivative · entry 2 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,384 F2 · shares: Represents an award of 11,340 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 20:49 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 145,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001547 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,044 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. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 17:44 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,209 | $5.76 | $30,007.49 |
DisclosureSEC source: 0001562180-25-000998 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,044 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| January 06, 2025 Filed Jan 10, 2025 16:18 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,209 | $7.51 | $39,134.18 |
DisclosureSEC source: 0001562180-25-000315 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,253 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| December 04, 2024 Filed Dec 6, 2024 16:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 22,773 | $7.70 | $175,242.79 |
DisclosureSEC source: 0001562180-24-008217 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,462 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 16:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 10,455 | $8.97 | $93,814.81 |
DisclosureSEC source: 0001562180-24-008094 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,235 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 05, 2024 Filed Nov 7, 2024 18:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,209 | $7.70 | $40,127.01 |
DisclosureSEC source: 0001562180-24-007585 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 129,690 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| October 03, 2024 Filed Oct 8, 2024 16:16 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,209 | $7.68 | $40,011.37 |
DisclosureSEC source: 0001562180-24-007267 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 134,899 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 16:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 8,137 | $7.58 | $61,718.33 |
DisclosureSEC source: 0001562180-24-006687 · primarydocument.xml · nonDerivative · entry 2 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,108 F2 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7, 2024 in accordance with Rule 10b5-1. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 16:42 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,761 | $7.27 | $12,800.89 |
DisclosureSEC source: 0001562180-24-006687 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,245 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 05, 2024 Filed Aug 7, 2024 16:31 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,209 | $6.19 | $32,224.44 |
DisclosureSEC source: 0001562180-24-006093 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 150,006 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7th, 2024 in accordance with Rule 10b5-1. Read SEC document |
| July 03, 2024 Filed Jul 8, 2024 16:34 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 5,208 | $6.15 | $32,048.99 |
DisclosureSEC source: 0001562180-24-005644 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,215 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7th, 2024 in accordance with Rule 10b5-1. Read SEC document |
| June 06, 2024 Filed Jun 12, 2024 16:25 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 11,923 | $6.72 | $80,064.14 |
DisclosureSEC source: 0001562180-24-004990 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 160,423 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on March 7th, 2024 in accordance with Rule 10b5-1. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:15 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 1,873 | $6.53 | $12,236.87 |
DisclosureSEC source: 0001562180-24-004632 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,346 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 16:16 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002257 · primarydocument.xml · nonDerivative · entry 2 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,219 F2 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 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 |
| March 01, 2024 Filed Mar 5, 2024 16:16 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Tax withholdingCommon Stock | 3,279 | $8.05 | $26,399.88 |
DisclosureSEC source: 0001562180-24-002257 · primarydocument.xml · nonDerivative · entry 1 LeSueur Daniel · CIK 0002013388 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,219 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.