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. outlines a transition arrangement with former Chief Executive Officer and principal executive officer Daniel Burton following his previously reported retirement effective February 12, 2026. To support a smooth handover, Burton will remain an employee as a strategic advisor through December 31, 2026.
Under the Transition Agreement dated March 31, 2026, he will receive an average monthly base salary of $10,000 starting March 1, 2026, in exchange for continued employment. He will forfeit all unvested restricted stock units and performance-based restricted stock units that could vest after March 2, 2026, and provide a general release of claims against the company.
Health Catalyst Inc ownership disclosure: The Vanguard Group filed Amendment No. 8 to report that it beneficially owns 0 shares of Common Stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report separately.
First Light Asset Management and Mathew P. Arens filed an amended Schedule 13D for Health Catalyst, Inc. updating their ownership details. First Light is deemed to beneficially own 12,884,373 shares of common stock, representing 17.51% of the class. Arens reports beneficial ownership of 13,465,373 shares, or 18.3%, including 509,500 shares he owns individually and 71,500 shares held in joint accounts. The percentages are based on 73,586,183 shares of common stock outstanding as of March 5, 2026, as stated in the company’s Form 10-K. The filing notes that a First Light-managed fund has the right to receive dividends or sale proceeds from more than five percent of the outstanding shares and references recent transactions listed in an exhibit.
Health Catalyst, Inc. CEO Albert Benjamin reported a mandatory tax-withholding share disposition. On March 10, 2026, he disposed of 70,455 shares of common stock at $1.8481 per share to cover tax obligations tied to vesting restricted stock units.
This “sell to cover” transaction was mandated under the company’s equity incentive plans and is described as not a discretionary trade by Benjamin. After this tax-withholding event, he directly holds 1,457,978 shares of Health Catalyst common stock.
Health Catalyst, Inc. is a healthcare data and analytics company that provides a cloud-based platform, software applications, and expert services to help providers make data-informed clinical, financial, and operational decisions. Its core Ignite platform integrates disparate healthcare data and supports self-service analytics.
As of December 31, 2025, Health Catalyst served 162 Platform Clients and over 1,000 App Clients, largely on subscription contracts. The company reports more than 2,000 documented, client-verified improvements and employs more than 1,200 team members, including over 950 analytics and domain experts. Key risks include intense competition, macroeconomic pressure, cybersecurity, regulatory complexity, AI-related risks, and leverage under its term loan facility.
Health Catalyst, Inc. reported modest 2025 growth but a sharply wider loss driven by non-cash charges. Total revenue for 2025 was $311.1 million, up 1% year over year, while fourth-quarter revenue declined 6% to $74.7 million as professional services fell.
GAAP net loss widened to $177.9 million from $69.5 million, largely due to $110.2 million of goodwill and intangible impairments and higher non-cash expenses. Despite this, profitability metrics improved: gross margin rose to 38.7%, Adjusted Gross Margin to 51.1%, and Adjusted EBITDA increased to $41.4 million from $26.1 million.
Cash and cash equivalents dropped to $50.8 million from $249.6 million, with full-year operating cash flow just positive at $0.7 million. Platform Clients grew to 162 from 130, but Dollar-based Retention Rate (Tech + TEMS) declined to 93% from 102%. For Q1 2026, the company guides to revenue of $68–$70 million and Adjusted EBITDA of $7–$8 million, while it withholds full-year 2026 guidance pending an internal strategic review tied to its CEO transition.
Health Catalyst, Inc. insider selling activity reported: Benjamin Albert disclosed dispositions of restricted Common shares and a planned resale. The filing lists dispositions of 13,304 restricted shares on 02/26/2026 and 4,966 restricted shares on 03/02/2026, totaling 18,270 shares reported in the past three months. The filing also shows a listed resale entry dated 03/10/2026 for restricted Common stock tied to compensation.
Health Catalyst, Inc. General Counsel Benjamin Landry reported a tax-related share disposition. On March 2, 2026, 20,838 shares of common stock were sold at $1.6599 per share to cover tax withholding triggered by the vesting of restricted stock units under the company’s equity incentive plans. The filing notes this “sell to cover” transaction was mandated by the company’s plan election and was not a discretionary trade by Landry. After this transaction, he directly held 378,318 shares of common stock.
Health Catalyst, Inc. Chief Financial Officer Jason Alger disposed of 26,970 shares of common stock at an average price of $1.6599 per share. The shares were sold automatically to cover tax withholding on vested restricted stock units under the company’s equity plans, not as a discretionary trade. After this tax-withholding sale, he holds 741,644 shares directly.
Health Catalyst, Inc. CEO Albert Benjamin reported a Form 4 transaction involving common stock. On March 2, 2026, he disposed of 4,966 shares of common stock at $1.6599 per share as a tax-withholding disposition related to vesting of restricted stock units. This sale was mandated under the company’s equity incentive plan as a “sell to cover” transaction and was not a discretionary trade. Following this transaction, he directly owned 1,528,433 shares of common stock.