Welcome to our dedicated page for Definitive Healthcare SEC filings (Ticker: DH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Definitive Healthcare Corp. filings document the regulatory disclosures of a public healthcare data and analytics software company. Recent Form 8-K reports furnish quarterly and annual financial-result releases covering revenue, net loss, adjusted profitability measures, cash flow, guidance, and impairment-related disclosures tied to the company’s subscription-based commercial intelligence platform.
The filing record also includes definitive proxy materials for annual stockholder matters, board elections, executive compensation, equity awards, and governance practices. Other material-event filings document board and committee composition changes, executive-role and compensation arrangements, and the termination of a nominating agreement affecting director-designation rights.
Definitive Healthcare Corp. (DH) reports that the holders under its existing Tax Receivable Agreement (TRA) have agreed among themselves to an irrevocable waiver of any right to receive an Early Termination Payment in connection with a Qualifying Change of Control, defined as a Change of Control whose definitive merger agreement is executed on or before December 31, 2026.
For any such Qualifying Change of Control that is consummated, the TRA will terminate in accordance with its terms, and the TRA parties will take actions reasonably necessary to effect that termination. All other rights under the TRA, including rights to tax benefit payments for taxable years ending prior to, with, or including the consummation of a Qualifying Change of Control, remain unchanged. Definitive Healthcare is not a party to this waiver; it is being described for informational purposes under Regulation FD.
Definitive Healthcare Corp. (DH) reported that Chief Financial Officer Casey Heller had 41,093 shares of Class A common stock withheld by the issuer on September 1, 2026 to satisfy tax withholding obligations related to the vesting and settlement of previously reported RSUs, at a reference price of $0.9023 per share. Following this tax-withholding disposition, Heller directly holds 1,798,502 shares of Class A common stock, and no Rule 10b5-1 trading plan is reported.
Definitive Healthcare Corp. (DH) disclosed that a Special Committee of its board has received a non-binding indication of interest from Advent International, on behalf of certain managed funds, to take the company private. Advent proposes to acquire all outstanding shares of Class A common stock and Definitive OpCo Units that are not already owned by Advent or founder and Executive Chairman Jason Krantz for an all-cash price of $1.02 per share of Class A common stock and an equivalent amount per Definitive OpCo Unit.
The Special Committee, composed entirely of disinterested and independent directors, will review the proposal with independent legal and financial advisors and evaluate potential alternatives. No decisions have been made, no stockholder action is required at this time, and there is no assurance that any transaction or other strategic outcome will be approved or completed.
Definitive Healthcare Corp. (DH) is the subject of a new Schedule 13D filed by Executive Chairman Jason Ronald Krantz, who reports beneficial ownership of 22,497,978 shares of Class A Common Stock, representing 17.6% of the class, calculated against 106,744,713 shares outstanding as of August 10, 2026.
The filing is prompted by a preliminary, non-binding all-cash acquisition proposal submitted on September 1, 2026 by funds managed by Advent International, L.P. to acquire all outstanding Class A shares and LLC Units not already owned by Advent funds and Krantz at $1.02 per share (and an equivalent amount per LLC Unit. The proposal is premised on Krantz rolling over all of his Class A shares and LLC Units into equity of the surviving company and is subject to negotiation of definitive agreements, approval by a Special Committee of the board and regulatory approvals. Based on Advent’s separate filing, its funds beneficially own about 58.54% of DH; together with Krantz they may be deemed a “group” holding 66.36% of the Class A shares, though Krantz disclaims group status. The filing emphasizes there is no assurance any definitive agreement will be reached or that the transaction will be completed.
Definitive Healthcare Corp. (DH) announced that its Board appointed Clay Ritchey as Chief Executive Officer and director, effective September 8, 2026, under an employment agreement dated August 28, 2026. Ritchey brings more than 25 years of leadership experience at healthcare-focused technology and data companies, including Verato and Evariant.
Under his agreement, Ritchey will receive a $500,000 annual base salary, a target annual bonus equal to 87.5% of base salary, and eligibility for annual equity awards with an initial target of at least $2,000,000. He will also receive a one-time New Hire Equity Incentive valued at $4,000,000, split between time-based and performance-based restricted stock units.
The company disclosed severance protections for certain terminations, including salary continuation, bonus payments, and equity vesting benefits, with enhanced terms if a qualifying termination occurs in connection with a Change in Control. Definitive Healthcare also reported that prior CEO Kevin Coop stepped down as CEO and director effective August 31, 2026, and that his departure was not due to any disagreement regarding company operations, policies, or practices.
Definitive Healthcare Corp. (DH) is the subject of a Schedule 13D filed by a group of Advent International-affiliated funds disclosing significant ownership and a potential take-private proposal. The Advent entities report beneficial ownership of 62,493,676 shares of Class A common stock, representing 58.54% of outstanding shares, based on 106,744,713 shares outstanding as of August 6, 2026.
On September 1, 2026, Advent International, L.P., on behalf of various Advent funds, submitted a preliminary, non-binding indication of interest to a Special Committee of the Board to acquire all DH shares and AIDH TopCo, LLC units not already owned by Advent funds and founder Jason Krantz for an all-cash price of $1.02 per share (and an equivalent amount per OpCo unit). The Proposal assumes Mr. Krantz, the Executive Chairman and founder, rolls over his equity into the surviving company. The transaction would be subject to approval by the Special Committee and applicable regulators, and the Advent entities expressly reserve the right to modify or withdraw the Proposal; no binding obligation exists at this stage.
The filing notes that, as a result of the Proposal, Advent and Mr. Krantz may be deemed a “group” holding 84,991,654 shares, or 66.36% of the outstanding common stock. Advent also discloses existing arrangements: a Registration Rights Agreement granting customary registration rights; a Nominating Agreement giving director nomination rights while certain ownership thresholds (21.5% and 5%) are met; and a Voting Agreement under which Advent agrees to vote any “Excess Voting Securities” above 40.3% of DH’s voting securities in proportion to other stockholders.
Definitive Healthcare Corp. reported lower subscription-based revenue and a significantly larger loss for the six months ended June 30, 2026. Revenue was $111.1 million versus $119.9 million a year earlier, as subscription services fell to $106.4 million. The company posted a net loss of $199.8 million, driven largely by a non-cash $197.2 million goodwill impairment after sustained stock price declines, compared with a $164.4 million loss in the prior-year period.
Despite the loss, operating cash flow remained positive at $23.0 million, and cash and cash equivalents were $170.9 million with short-term investments of $12.7 million. Term loan debt totaled $161.9 million. The company reduced its Tax Receivable Agreement liability to $12.0 million and settled an acquisition earnout dispute for $7.5 million. It also executed a 2026 restructuring plan, incurring $1.1 million of severance-related charges, and impaired $0.2 million of lease right-of-use assets. Nasdaq notified the company on June 18, 2026 that its share price no longer met the $1.00 minimum bid requirement, starting a 180-day remediation period. Remaining performance obligations were $213.4 million, indicating contracted future revenue.
Definitive Healthcare Corp. reported second quarter 2026 revenue of $55.2 million, down from $60.8 million in Q2 2025. GAAP net loss narrowed to $7.5 million (14% of revenue) from $9.3 million (15% of revenue), while adjusted net income declined to $7.5 million from $9.7 million.
Adjusted EBITDA was $14.6 million, a 26% margin compared with $18.7 million and a 31% margin a year earlier. Cash flow from operations was strong at $11.5 million, and unlevered free cash flow was $11.6 million. Cash and cash equivalents rose to $170.9 million at June 30, 2026, with a term loan balance of about $160.6 million.
For Q3 2026, the company guides revenue to $54.0–$55.0 million and adjusted EBITDA of $13.5–$14.5 million (25–27% margin. For full year 2026, it expects revenue of $220.0–$222.0 million, adjusted EBITDA of $57.0–$59.0 million, and adjusted net income of $27.0–$29.0 million. Management highlighted improving net dollar retention, win-back momentum, and the launch of Turbo, an AI-powered healthcare intelligence platform.
Definitive Healthcare Corp. Executive Chairman and 10% owner Jason Ronald Krantz had 12,166 shares of Class A common stock withheld by the issuer on August 1, 2026 to satisfy tax obligations arising from the vesting and settlement of previously reported RSUs at $0.6823 per share.
Following this tax-withholding disposition, he directly holds 1,189,272 shares of Class A common stock and indirectly beneficially owns 450,000 shares through DH Holdings (formerly Jason R. Krantz 2009 Trust), of which he is the beneficiary.
Definitive Healthcare Corp. reported that Chief Financial Officer Casey Heller had 1,881 shares of Class A Common Stock withheld on August 1, 2026 to satisfy tax withholding obligations upon vesting of previously reported RSUs. After this tax-withholding disposition, Heller directly holds 1,839,595 shares.