Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GoHealth, Inc.GOCO · Entity 22896 | Director | September 14, 2021 | September 16, 2021 |
| Health Assurance Acquisition Corp.HAAC · Entity 122106 | Director | November 12, 2020 | November 12, 2020 |
| Health Catalyst, Inc.HCAT · Entity 1565 | Director | December 01, 2024 | December 03, 2024 |
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.
GoHealth, Inc.
Report date September 14, 2021 · Filed September 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,385 |
Reported balance
After 2021-09-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-09-14 · Grant · Acquired 9,480 · Balance 21,385 F1: Each deferred stock unit represents the right to receive one share of Class A common stock of the Issuer. F2: The deferred stock units vest in four quarterly installments, with the first such quarterly installment vesting on December 14, 2021, and will be settled in shares of the Issuer's Class A common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Directors Deferred Compensation Plan (the "Plan"), or (ii) as otherwise provided by the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the right to receive one share of Class A common stock of the Issuer.
F2: The deferred stock units vest in four quarterly installments, with the first such quarterly installment vesting on December 14, 2021, and will be settled in shares of the Issuer's Class A common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Directors Deferred Compensation Plan (the "Plan"), or (ii) as otherwise provided by the Plan.
Health Assurance Acquisition Corp.
Report date November 12, 2020 · Filed November 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-11-12 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-249667), as amended, under the heading "Description of Securities-Alignment Shares", the shares of Class B common stock, par value $0.0001, will convert into shares of Class A common stock, par value $0.0001, pursuant to the performance of publicly traded shares of Class A common stock of the issuer after the consummation of the issuer's initial business combination. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-249667), as amended, under the heading "Description of Securities-Alignment Shares", the shares of Class B common stock, par value $0.0001, will convert into shares of Class A common stock, par value $0.0001, pursuant to the performance of publicly traded shares of Class A common stock of the issuer after the consummation of the issuer's initial business combination.
Health Catalyst, Inc.
Report date December 01, 2024 · Filed December 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,155 |
Reported balance
After 2024-12-01 transaction · row 1
1 source rowRow 1 · 2024-12-01 · Grant · Acquired 1,847 · Balance 58,155 F1: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on December 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on December 1, 2024.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 01, 2024 Filed Dec 3, 2024 16:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 1,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008092 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,155 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on December 1, 2024. Read SEC document |
| September 01, 2024 Filed Sep 10, 2024 18:06 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 2,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006761 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,308 F1 · shares: Represents an award of the Issuer's 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 and in accordance with the terms of Issuer's Non-Employee Director Compensation Policy, 100% of such RSUs vested on September 1, 2024. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 20:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 20,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005133 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,080 F1 · shares: Represents an award of RSUs granted pursuant to 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, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 17:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 12,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005297 · primarydocument.xml · nonDerivative · entry 2 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,273 F2 · shares: Represents an award of RSUs granted pursuant to 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, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 17:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 5,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005297 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,768 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 each of September 1, 2023, December 1, 2023, March 1, 2024 and June 1, 2024. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 16:58 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 11,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005148 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,962 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, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 21:27 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantDeferred Stock Units · Derivative | 9,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001808220-21-000053 · wf-form4_163182761992367.xml · derivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,385 Underlying: Class A Common Stock · 9,480 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest in four quarterly installments, with the first such quarterly installment vesting on December 14, 2021, and will be settled in shares of the Issuer's Class A common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Directors Deferred Compensation Plan (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest in four quarterly installments, with the first such quarterly installment vesting on December 14, 2021, and will be settled in shares of the Issuer's Class A common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Directors Deferred Compensation Plan (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 18:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 901 | $57.08 | $51,429.26 |
DisclosureSEC source: 0001562180-21-004373 · primarydocument.xml · nonDerivative · entry 2 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,285 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $57.01 to $57.15, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in footnotes (2) and (3). Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 18:12 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,542 | $56.42 | $256,269.63 |
DisclosureSEC source: 0001562180-21-004373 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,186 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $55.94 to $56.87, inclusive. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 16:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 3,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004248 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,728 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, the RSUs will fully vest on the earlier of (i) June 10, 2022 and (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 19:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $10.66 | $0.00 |
DisclosureSEC source: 0001562180-21-004054 · primarydocument.xml · derivative · entry 4 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2027-04-27 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 20,000 shares underlying the options vested in an annual installment on April 27, 2018 and the remaining balance vested or will vest in equal monthly installments until the option vested in full on April 27, 2021. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 19:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 4,348 | $53.50 | $232,618.43 |
DisclosureSEC source: 0001562180-21-004054 · primarydocument.xml · nonDerivative · entry 3 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Omkara, LLC(3) Disclosed balance after: 4,000 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.09 to $53.98, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2 and 3. F4 · ownership.nature: The shares are held by Omkara, LLC and the Reporting Person wholly-owns and holds the voting and dispositive power of these shares. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 19:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 2,500 | $53.56 | $133,910.50 |
DisclosureSEC source: 0001562180-21-004054 · primarydocument.xml · nonDerivative · entry 2 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,443 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 a weighted average price. These shares were sold by the Reporting Person in multiple transactions at prices ranging from $53.37 to $54.00, inclusive. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 19:33 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 2,500 | $10.66 | $26,650.00 |
DisclosureSEC source: 0001562180-21-004054 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,943 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:15 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantDeferred Stock Units · Derivative | 11,905 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-021102 · doc4.xml · derivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,905 Underlying: Class A Common Stock · 11,905 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest in four equal quarterly installments, with the first such quarterly installment vesting on August 26, 2021 and will be settled in shares of the Issuer's Class A common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Directors Deferred Compensation Plan (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest in four equal quarterly installments, with the first such quarterly installment vesting on August 26, 2021 and will be settled in shares of the Issuer's Class A common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Directors Deferred Compensation Plan (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 20:05 UTC | GoHealth, Inc. GOCO · Entity 22896 | PurchaseClass A Common Stock | 10,370 | $9.99 | $103,596.30 |
DisclosureSEC source: 0000899243-21-011928 · doc4.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,275 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at various prices. The reporting person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range they were purchased. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 16,500 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · derivative · entry 12 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,500 shares Expires 2026-04-28 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 62,500 shares underlying the options vested in an annual installment on April 28, 2017 and the remaining balance vested in equal monthly installments until the option vested in full on April 28, 2020. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,247 | $0.00 Strike: $10.66 | $0.00 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · derivative · entry 11 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 1,247 shares Expires 2027-04-27 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 20,000 shares underlying the options vested in an annual installment on April 27, 2018 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on April 27, 2021. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,753 | $0.00 Strike: $10.66 | $0.00 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · derivative · entry 10 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,747 Underlying: Common Stock · 8,753 shares Expires 2027-04-27 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 20,000 shares underlying the options vested in an annual installment on April 27, 2018 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on April 27, 2021. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $10.66 | $0.00 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · derivative · entry 9 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 7,500 shares Expires 2027-04-27 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 20,000 shares underlying the options vested in an annual installment on April 27, 2018 and the remaining balance vested or will vest in equal monthly installments until the option vests in full on April 27, 2021. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 16,500 | $48.09 | $793,480.05 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · nonDerivative · entry 8 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,443 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 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 $48.00 to $48.28, inclusive. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 7,500 | $48.04 | $360,318.75 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · nonDerivative · entry 7 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,943 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 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 $48.00 to $48.18, inclusive. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 1,247 | $48.00 | $59,856.00 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · nonDerivative · entry 6 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,443 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 2019, in accordance with Rule 10b5-1. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 8,753 | $48.05 | $420,551.01 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · nonDerivative · entry 5 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,690 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 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 $48.00 to $48.21, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in footnotes 2 - 4. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 16,500 | $10.40 | $171,600.00 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · nonDerivative · entry 4 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,443 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 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 8,753 | $10.66 | $93,306.98 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · nonDerivative · entry 3 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,943 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 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 7,500 | $10.66 | $79,950.00 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · nonDerivative · entry 2 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,190 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 15, 2021 Filed Jan 20, 2021 18:08 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 1,247 | $10.66 | $13,293.02 |
DisclosureSEC source: 0001562180-21-000395 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,690 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 20:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 34,000 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001562180-20-007422 · primarydocument.xml · derivative · entry 3 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 Underlying: Common Stock · 34,000 shares Expires 2026-04-28 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 62,500 shares underlying the options vested in an annual installment on April 28, 2017 and the remaining balance vested in equal monthly installments until the option vested in full on April 28, 2020. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 20:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 34,000 | $42.04 | $1,429,411.00 |
DisclosureSEC source: 0001562180-20-007422 · primarydocument.xml · nonDerivative · entry 2 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,443 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 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 $42.00 to $42.20, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 20:46 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 34,000 | $10.40 | $353,600.00 |
DisclosureSEC source: 0001562180-20-007422 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,443 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 16:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionStock Option (Right to Buy) · Derivative | 12,000 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001562180-20-007111 · primarydocument.xml · derivative · entry 4 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,500 Underlying: Common Stock · 12,000 shares Expires 2026-04-28 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 62,500 shares underlying the options vested in an annual installment on April 28, 2017 and the remaining balance vested in equal monthly installments until the option vested in full on April 28, 2020. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 16:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 22,000 | $38.11 | $838,340.80 |
DisclosureSEC source: 0001562180-20-007111 · primarydocument.xml · nonDerivative · entry 3 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Omkara, LLC Disclosed balance after: 8,348 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 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 $38.00 to $38.69, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: The shares are held by Omkara, LLC and the Reporting Person wholly-owns and holds the voting and dispositive power of these shares. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 16:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 12,000 | $38.18 | $458,110.80 |
DisclosureSEC source: 0001562180-20-007111 · primarydocument.xml · nonDerivative · entry 2 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,443 F1 · kind: The sales reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 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 $38.00 to $38.69, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 16:51 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | Exercise / conversionCommon Stock | 12,000 | $10.40 | $124,800.00 |
DisclosureSEC source: 0001562180-20-007111 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,443 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 10, 2020 Filed Sep 14, 2020 19:54 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 34,000 | $34.18 | $1,161,963.60 |
DisclosureSEC source: 0001562180-20-005985 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Omkara, LLC Disclosed balance after: 30,348 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 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 $34.00 to $34.39, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: The shares are held by Omkara, LLC and the Reporting Person wholly-owns and holds the voting and dispositive power of these shares. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 17:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 100 | $32.25 | $3,225.00 |
DisclosureSEC source: 0001562180-20-005511 · primarydocument.xml · nonDerivative · entry 2 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Omkara, LLC Disclosed balance after: 60,348 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 2019, in accordance with Rule 10b5-1. F3 · ownership.nature: The shares are held by Omkara, LLC and the Reporting Person wholly-owns and holds the voting and dispositive power of these shares. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 17:13 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 3,900 | $31.44 | $122,616.00 |
DisclosureSEC source: 0001562180-20-005511 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Omkara, LLC Disclosed balance after: 60,448 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 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 $31.02 to $31.89, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: The shares are held by Omkara, LLC and the Reporting Person wholly-owns and holds the voting and dispositive power of these shares. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:33 UTC | GoHealth, Inc. GOCO · Entity 22896 | GrantClass A Common Stock | 11,905 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019534 · doc4.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,905 F1 · shares: Represents a grant of restricted stock units which vest in four equal quarterly installments, with the first such quarterly installment vesting on October 15, 2020. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 16:32 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | SaleCommon Stock | 30,000 | $36.20 | $1,085,913.00 |
DisclosureSEC source: 0001562180-20-005167 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Omkara, LLC Disclosed balance after: 64,348 F1 · kind: The sale reported on this Form 4 was made pursuant to a written trading plan adopted by the Reporting Person on December 14, 2019, in accordance with Rule 10b5-1. F2 · price: Represents the weighted average sale price of the shares sold ranging from $36.00 to $36.45 per share, inclusive. The Reporting Person will provide, upon request by the Issuer, a security holder of the Issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: The shares are held by Omkara, LLC and the Reporting Person wholly-owns and holds the voting and dispositive power of these shares. Read SEC document |
| June 12, 2020 Filed Jun 17, 2020 19:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 5,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004568 · primarydocument.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,443 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, the RSUs will fully vest on the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 21:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | ConversionSeries E Preferred Stock · Derivative | 94,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-009174 · wf-form4_156444851985137.xml · derivative · entry 2 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Omkara, LLC Disclosed balance after: 0 Underlying: Common Stock · 94,348 shares Expires not disclosed 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_price: Each share of Series E Preferred Stock automatically converted to common stock immediately prior to the closing of the Issuer's initial public offering on a one-for-one basis, and had no expiration date. F1 · price: Each share of Series E Preferred Stock automatically converted to common stock immediately prior to the closing of the Issuer's initial public offering on a one-for-one basis, and had no expiration date. F1 · derivative.exercise_date: Each share of Series E Preferred Stock automatically converted to common stock immediately prior to the closing of the Issuer's initial public offering on a one-for-one basis, and had no expiration date. F1 · derivative.expiration_date: Each share of Series E Preferred Stock automatically converted to common stock immediately prior to the closing of the Issuer's initial public offering on a one-for-one basis, and had no expiration date. F2 · ownership.nature: The shares are held by Omkara, LLC and the Reporting Person wholly-owns and holds the voting and dispositive power of these shares. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 21:02 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | ConversionCommon Stock | 94,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-009174 · wf-form4_156444851985137.xml · nonDerivative · entry 1 Pramoda Anita · CIK 0001573574 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Omkara, LLC Disclosed balance after: 94,348 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 · price: Each share of Series E Preferred Stock automatically converted to common stock immediately prior to the closing of the Issuer's initial public offering on a one-for-one basis, and had no expiration date. F2 · ownership.nature: The shares are held by Omkara, LLC and the Reporting Person wholly-owns and holds the voting and dispositive power of these shares. 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.