Welcome to our dedicated page for Health Catalyst SEC filings (Ticker: HCAT), 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.
The Health Catalyst, Inc. (HCAT) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed provider of data and analytics technology and services to healthcare organizations, Health Catalyst uses these filings to report financial performance, governance decisions, and material corporate events.
Investors researching HCAT can review quarterly earnings information furnished on Form 8-K under Item 2.02, where Health Catalyst attaches its press releases and earnings release summaries for periods such as the quarters ended June 30 and September 30, 2025. These materials include segment revenue for Technology and Professional Services, gross profit and margins, adjusted gross profit, adjusted gross margin, adjusted EBITDA, and reconciliations of non-GAAP measures to the most directly comparable GAAP metrics.
Additional Form 8-K filings disclose executive and board changes under Item 5.02, such as the appointment of a President and Chief Operating Officer, the CEO’s planned retirement date, and the addition of new board members along with their compensation arrangements. Filings also summarize outcomes of the annual meeting of stockholders under Item 5.07, including director elections, ratification of the independent registered public accounting firm, and advisory votes on executive compensation and board declassification.
Beyond current reports on Form 8-K, Health Catalyst’s periodic reports on Forms 10-K and 10-Q, referenced in its press releases, contain detailed discussions of risk factors, management’s analysis of financial condition and results of operations, and disclosures about items such as stock-based compensation, acquisition-related costs, restructuring charges, and lease-related items.
On Stock Titan, these filings are complemented by AI-powered summaries that help explain the key points of lengthy documents, such as annual reports (Form 10-K), quarterly reports (Form 10-Q), and current reports (Form 8-K). Users can quickly see what changed in a filing, how segment results evolved, and which governance or compensation decisions were disclosed, while still having direct access to the full SEC documents for deeper review.
Health Catalyst, Inc. named Ben Albert as its new Chief Executive Officer and a director, effective February 12, 2026, as part of an accelerated succession plan for retiring CEO Dan Burton, who will move to a strategic advisor role under an expected transition agreement.
Albert, previously President and COO and former CEO/co‑founder of Upfront Healthcare, will receive a $600,000 base salary, an annual bonus target equal to 100% of salary, 465,000 RSUs, and 465,000 performance-based RSUs, along with amended vesting of 467,000 RSUs granted in 2025. The company is also reshaping governance: multiple long‑tenured directors are resigning and the Board will ultimately be reduced to five members immediately prior to the 2026 annual meeting, with Justin Spencer serving as chair and committee memberships rebalanced.
Health Catalyst, Inc. announced a leadership transition in its commercial organization. The Board of Directors determined that Kevin Freeman will cease serving as Chief Commercial Officer on February 1, 2026. The company and Mr. Freeman anticipate entering into a separation agreement and then an independent contractor agreement under which he will serve as a senior advisor starting February 2, 2026.
The separation agreement is expected to provide Mr. Freeman with separation benefits under the company’s Executive Severance Plan, in exchange for a general release of claims. The plan was previously described in the company’s definitive proxy statement filed on May 19, 2025. The filing also notes that statements about the anticipated agreements are forward-looking and subject to risks and uncertainties.
Whetstone Capital Advisors and David Atterbury have filed a Schedule 13D on Health Catalyst, Inc. They report beneficial ownership of 5,265,377 shares of common stock, or 7.4% of the company, including 1,515,000 shares issuable upon exercise of long call options. The stake was acquired for approximately
The filing describes an active investment approach. On
The investors indicate they may continue discussions with management, the board, and other shareholders, and could increase or decrease their position or use derivatives depending on company performance, market conditions, and other investments.
Health Catalyst, Inc. received an updated ownership report showing that Whetstone Capital Advisors, LLC and David Atterbury together beneficially own 3,750,377 shares of its common stock. This stake represents 5.3% of the company’s outstanding common shares as of the reporting date.
The filing states that the reporting persons share both voting and dispositive power over all of these shares and have no sole voting or dispositive authority. They also certify that the shares were not acquired for the purpose of changing or influencing control of Health Catalyst.
Health Catalyst, Inc. filed a Form 8-K to let investors know it has released an excerpt of its preliminary, unaudited estimated 2025 financial and operational results along with forward-looking commentary. The company notes these figures may change once year-end accounting and annual audit procedures are completed, so they should be viewed as estimates rather than final results. The information is provided in an “Excerpt” attached as Exhibit 99.1 and incorporated by reference. The company also specifies that this information is being furnished, not filed, which means it is not subject to certain liability provisions under the federal securities laws unless expressly incorporated into other filings.
Health Catalyst, Inc. (HCAT) reported Q3 2025 results. Revenue was $76.3 million, essentially flat year over year. Technology revenue rose to $52.1 million while Professional services declined to $24.3 million. Operating loss widened to $17.5 million and net loss was $22.2 million, or $0.32 per share.
Year to date, revenue reached $236.5 million with a net loss of $86.9 million, including a $28.8 million goodwill impairment. Gross costs held steady overall, but operating expenses increased, notably depreciation and amortization at $12.6 million in Q3. Interest and other expense was $4.7 million in Q3, driving a larger pre‑tax loss.
Liquidity contracted: cash and cash equivalents were $40.3 million as of September 30, 2025 versus $249.6 million at year‑end, reflecting $231.9 million of debt repayment and acquisition spending in the nine‑month cash flows. Total assets were $587.1 million and total liabilities $255.2 million. Shares outstanding were 70,730,884 as of November 5, 2025.
Health Catalyst (HCAT) furnished a press release announcing its financial results for the quarter ended September 30, 2025. The company attached the full release and a Q3 2025 earnings summary as Exhibit 99.1 and Exhibit 99.2, respectively. The materials are being furnished under Item 2.02 and are not deemed filed under the Exchange Act.
Albert Benjamin, President and COO of Health Catalyst, Inc. (HCAT), was granted 467,000 restricted stock units (RSUs) on 09/24/2025 under the companys 2019 Stock Option and Incentive Plan. Each RSU represents a contingent right to one share of common stock. After the grant, the filing reports 577,870 shares beneficially owned by the reporting person. The RSUs vest 33.33% on September 10, 2026, with the remaining 66.67% vesting in eight equal quarterly installments thereafter.
Albert Benjamin filed an initial Form 3 reporting his beneficial ownership in Health Catalyst, Inc. (HCAT). He directly holds 92,870 common shares and 18,000 restricted stock units (RSUs) granted under the 2019 Plan that vest beginning March 1, 2026. He also reports indirect holdings of 148,198 shares via the "Benjamin Albert Declaration of Trust" and 28,697 shares via the "Albert Family Trust." The filing is signed by an attorney-in-fact on 09/26/2025.
Health Catalyst, Inc. appointed Benjamin Albert as President and Chief Operating Officer effective September 16, 2025, following his leadership of the company’s Upfront Healthcare Services unit after its acquisition in January 2025. He brings prior experience as Upfront’s co‑founder and CEO, and will enter into Health Catalyst’s standard indemnification agreement and Executive Severance Plan.
Under an offer letter dated September 5, 2025, Mr. Albert will receive a $475,000 base salary, an annual bonus targeted at 75% of salary, 467,000 RSUs vesting over time, and 233,000 PRSUs tied over three years to total shareholder return versus the Russell 3000, adjusted EBITDA margin, and revenue growth rate. The filing also recaps the January 2025 Upfront merger, under which he received about $1,209,872 in cash, 269,765 Health Catalyst shares, and potential additional earn‑out consideration, plus earlier retention grants of 18,000 RSUs and 16,573 PRSUs. Current COO Dan LeSueur will cease serving as Chief Operating Officer and principal operating officer on September 15, 2025, which is stated not to be due to any disagreement with the company.