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.
Health Catalyst, Inc. filings document operating results, material-event reporting, and governance changes for a Nasdaq-listed healthcare data and analytics company. Recent Form 8-K disclosures include quarterly and annual financial results, preliminary unaudited financial updates, and press-release exhibits furnished under results-of-operations items.
The company’s filings also cover board appointments, executive transitions, compensatory arrangements, transition and separation agreements, executive severance-plan references, workforce-reduction disclosures, and related governance matters. These records provide formal disclosure around Health Catalyst’s management structure, financial condition, and material corporate events.
Health Catalyst, Inc. (HCAT) received a Schedule 13D from Palogic-related entities and Ryan L. Vardeman, disclosing beneficial ownership of 4,918,866 shares of common stock, representing 6.7% of the company’s outstanding shares as of May 8, 2026.
The Reporting Persons acquired these shares in open-market transactions for approximately $11,004,809, using working capital and client funds. Their ownership crossed the reporting threshold on June 12, 2026. They state the investment is for ordinary-course, investment purposes but outline a wide range of potential future actions, including additional share purchases or sales and possible involvement in strategic, governance, or capital structure changes.
Palogic sent a June 22, 2026 letter supporting Health Catalyst’s appointment of Ben Albert as chief executive officer and director, and the company’s announced divestiture of VitalWare, while indicating they may continue discussions with management, the board, and other shareholders.
Health Catalyst, Inc. CEO Albert Benjamin reported a mandated tax-related share disposition. On June 10, 2026, 34,485 shares of common stock were used to cover tax withholding obligations tied to vesting of restricted stock units at an average price of $1.6918 per share. After this non-discretionary “sell to cover” transaction, he held 1,423,971 shares directly.
Health Catalyst, Inc. filed a Form 144 notice for the proposed sale of 34,485 shares of Common Stock on 06/10/2026. The filing lists the securities as Restricted Stock tied to Compensation.
The record shows prior restricted‑stock sales by the same holder during the past three months: 310 shares on 05/01/2026, 70,455 shares on 03/10/2026, and 336 shares on 06/01/2026, with numeric sale entries shown alongside each date.
Whetstone Capital Advisors and David Atterbury report beneficial ownership of 3,285,690 shares, or 4.5% of Health Catalyst, Inc. common stock. This total includes 1,515,000 shares underlying long call options held by funds they advise, purchased for about $7.83 million in aggregate.
Based on 70,894,020 shares outstanding as of May 8, 2026, they report shared voting and dispositive power over all 3,285,690 shares and no sole authority. Their position also includes 15,150 long options and 30,030 short option positions expiring on December 18, 2026.
Health Catalyst, Inc. has signed a definitive Unit Purchase Agreement to sell all equity interests of Vitalware, LLC and its Vitalware business to Med-Metrix for $147 million in cash. Vitalware generated about $37 million in fiscal 2025 revenue.
Subject to regulatory and other closing conditions, including Hart-Scott-Rodino clearance and at least 80% of selected employees accepting offers from Med-Metrix, the deal is expected to close in the third quarter of 2026. Health Catalyst plans to use net proceeds, together with cash on hand, to fully repay and terminate its senior secured term loan facility, which had approximately $160 million of outstanding principal as of March 31, 2026.
The divestiture is positioned as a strategic move to sharpen focus on Health Catalyst’s core data, technology, and AI offerings, supported by a foundation of $2.8 billion in documented outcomes, while strengthening the balance sheet and increasing financial flexibility.
Health Catalyst, Inc. has signed a definitive Unit Purchase Agreement to sell all equity interests of Vitalware, LLC and its Vitalware business to Med-Metrix for $147 million in cash. Vitalware generated about $37 million in fiscal 2025 revenue.
Subject to regulatory and other closing conditions, including Hart-Scott-Rodino clearance and at least 80% of selected employees accepting offers from Med-Metrix, the deal is expected to close in the third quarter of 2026. Health Catalyst plans to use net proceeds, together with cash on hand, to fully repay and terminate its senior secured term loan facility, which had approximately $160 million of outstanding principal as of March 31, 2026.
The divestiture is positioned as a strategic move to sharpen focus on Health Catalyst’s core data, technology, and AI offerings, supported by a foundation of $2.8 billion in documented outcomes, while strengthening the balance sheet and increasing financial flexibility.
Health Catalyst, Inc. CEO and director Albert Benjamin reported a mandated tax-withholding disposition of 336 shares of Common Stock on June 1, 2026 at an average price of $1.3702 per share. The shares were sold to cover tax withholding obligations arising from the vesting of Restricted Stock Units under the company’s equity incentive plans and were executed as a required "sell to cover" transaction, not a discretionary trade. After this transaction, Benjamin directly holds 1,458,456 shares of Common Stock.
Health Catalyst, Inc. Chief People Officer Linda Llewelyn reported a routine share disposition tied to taxes on vested equity. On the transaction date, 8,519 shares of common stock were used in a mandated "sell to cover" transaction at an average price of $1.3702 per share to satisfy tax withholding obligations from vested restricted stock units. This was required under the company’s equity incentive plans and is described as a non-discretionary transaction rather than an open-market sale. After this event, Llewelyn directly held 321,132 shares of Health Catalyst common stock.
Health Catalyst, Inc. Chief Financial Officer Jason Alger reported a mandated share sale tied to equity compensation. On the vesting of restricted stock units, 18,804 shares of common stock were sold at $1.3702 per share to cover tax withholding obligations. This "sell to cover" transaction was required under the company’s equity incentive plans and was not a discretionary trade. After the transaction, Alger directly holds 722,840 common shares.
Health Catalyst, Inc.’s General Counsel, Benjamin Landry, reported a mandated share sale tied to tax withholding. On June 1, 2026, 13,779 shares of common stock were disposed of at $1.3702 per share to cover tax obligations arising from the vesting of restricted stock units under the company’s equity incentive plans.
The footnote explains this was a required “sell to cover” transaction, not a discretionary trade. Following the tax-withholding sale, Landry directly holds 364,539 shares of Health Catalyst common stock.
Larson-Green Julie reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. director Julie Larson-Green received an equity grant of 12,710 shares of common stock in the form of restricted stock units. The award was granted under the company’s 2019 Stock Option and Incentive Plan at no cash cost and vested in full on June 1, 2026. Following this compensation grant, she directly holds 94,644 common shares.