Every Form 4 that Health Catalyst, Inc (HCAT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow HCAT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HCAT filings page.
Health Catalyst, Inc. director Tami Reller acquired an award of 128,851 restricted stock units on October 1, 2026. Each RSU represents a contingent right to receive one common share. The transaction table reports a direct post-transaction position of 128,851 shares; the footnote identifies the award as RSUs. Under the 2019 Plan and the Non-Employee Director Compensation Policy, 33.33% vest on October 1, 2027, and the remaining 66.67% vest in two equal annual installments.
Health Catalyst, Inc. (HCAT) reported that Chief Executive Officer and director Simeon Kohl received a grant of 2,747,385 restricted stock units (RSUs) on September 14, 2026 under the company’s 2026 Employment Inducement Incentive Plan. 915,975 RSUs vest on September 4, 2027, with the remaining RSUs vesting in eight approximately equal quarterly installments thereafter, subject to plan terms. On the same date, he also purchased 59,000 shares of common stock at $1.7871 per share in a direct transaction. No Rule 10b5-1 trading plan is indicated.
Health Catalyst, Inc. (HCAT) reported that CEO and director Albert Benjamin had 35,244 shares of common stock disposed of on September 10, 2026 at $1.6747 per share to satisfy tax withholding obligations related to vesting Restricted Stock Units. After this tax-withholding transaction, he directly holds 1,388,406 shares of common stock. The sale was executed as a mandatory "sell to cover" under the company’s equity incentive plans and is described as not being a discretionary trade.
Health Catalyst, Inc. (symbol: HCAT) is the issuer of record for a Form 4 filing submitted to the SEC. Larson-Green Julie reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. (HCAT) reported that director Julie Larson-Green received an award of 9,766 restricted stock units (RSUs) of common stock under the company’s 2019 Stock Option and Incentive Plan. Each RSU represents one share of common stock, and 100% of the RSUs vested on September 1, 2026, bringing her direct holdings to 185,101 shares. The award was granted at no cash purchase price, and no Rule 10b5-1 trading plan is reported for this transaction.
Health Catalyst, Inc. (HCAT) reported that Chief Financial Officer Jason Alger had 17,973 shares of common stock disposed of on September 1, 2026 to cover tax withholding obligations tied to vesting Restricted Stock Units. The transaction, at $1.7036 per share, was a mandated sell-to-cover and not a discretionary trade, leaving him with 704,867 shares held directly.
Health Catalyst, Inc. (HCAT) director and CEO Albert Benjamin reported a Form 4 transaction related to equity compensation. On September 1, 2026, he disposed of 321 shares of common stock at $1.7036 per share to cover tax withholding obligations arising from vesting of Restricted Stock Units, a sale mandated under the company’s equity incentive plans rather than a discretionary trade. Following this tax-withholding transaction, he directly holds 1,423,650 shares of common stock, and no Rule 10b5-1 trading plan is reported.
Health Catalyst, Inc. (HCAT) reported that its General Counsel, Benjamin Landry, had 13,167 shares of common stock disposed of on September 1, 2026 at $1.7036 per share to satisfy tax withholding obligations from vesting Restricted Stock Units. The filing states this mandated "sell to cover" transaction was not a discretionary trade and left him with 351,372 shares held directly.
Health Catalyst, Inc. director Jill Hoggard Green reported the acquisition of 80,691 restricted stock units (RSUs) of common stock as a compensation award under the company’s 2019 Stock Option and Incentive Plan.
Each RSU represents one share of common stock and will fully vest on the earlier of the one-year anniversary of the grant date or the next Annual Meeting of Stockholders. Following this award, she beneficially owns 144,628 shares of common stock.
Larson-Green Julie reported acquisition or exercise transactions in this Form 4 filing.
Julie Larson-Green, a director of Health Catalyst, Inc., received an equity award of 80,691 restricted stock units (RSUs) of common stock on July 16, 2026. Each RSU represents one share and will fully vest on the earlier of the one-year anniversary of the grant date or the next annual meeting of stockholders. Following this award, she directly holds 175,335 shares of common stock.
Nelson Steven H reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. director Steven H. Nelson received an equity compensation award of 80,691 restricted stock units (RSUs) under the company’s 2019 Stock Option and Incentive Plan. Each RSU represents one share of common stock and was reported at a transaction price of $0.0000 per share.
The RSUs will fully vest on the earlier of the one‑year anniversary of the grant date or the next Annual Meeting of the Issuer's Stockholders. Following this award, Nelson directly holds 235,499 shares of Health Catalyst common stock.
Spencer Justin reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. reported that director Justin Spencer received an equity award of 80,691 restricted stock units (RSUs) of common stock. Each RSU represents a contingent right to one share.
Under the 2019 Stock Option and Incentive Plan, these RSUs fully vest on the earlier of the one-year anniversary of the grant date or the next annual meeting of stockholders. Following this award, Spencer directly holds 149,263 shares of common stock.
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. 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.
Nelson Steven H reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. director Steven H. Nelson received an equity grant of 154,808 restricted stock units of common stock as compensation. The units were granted at no cash cost under the company’s 2019 Stock Option and Incentive Plan and are subject to multi‑year vesting.
According to the award terms, 33.33% of the RSUs will vest on May 1, 2027. The remaining 66.67% will then vest in two equal annual installments, so Nelson’s ability to receive all underlying shares depends on continued service through these future vesting dates.
Health Catalyst, Inc. CEO Albert Benjamin reported routine equity compensation activity. On April 29, 2026, he received an award of 1,124 performance-based restricted units (PRSUs) based on 2025 performance, with each PRSU representing a contingent right to one common share.
On May 1, 2026, 310 common shares were sold at $1.345 per share to cover tax withholding obligations tied to vesting of restricted stock units under the company’s equity plans. This sell-to-cover transaction was mandated by the company and was not a discretionary trade. Following these transactions, Benjamin directly holds 1,458,792 common shares.
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. 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.
Larson-Green Julie reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. director Julie Larson-Green received an equity award of 8,361 restricted stock units (RSUs) of common stock. The RSUs were granted under the company’s 2019 Stock Option and Incentive Plan and each RSU represents a right to one common share. Under the Non-Employee Director Compensation Policy, 100% of these RSUs vested on March 1, 2026. Following this grant, she directly owns 81,934 shares of Health Catalyst common stock.
Health Catalyst, Inc. Chief People Officer Linda Llewelyn reported a tax-related share disposition. On March 2, 2026, 13,836 shares of common stock were disposed of at $1.6599 per share to cover tax withholding tied to restricted stock unit vesting. After this mandated “sell to cover” transaction under the company’s equity incentive plans, she held 329,651 shares directly. The footnote clarifies this was not a discretionary trade.
Health Catalyst, Inc. CEO Albert Benjamin reported equity compensation and a related tax-withholding share sale. On February 25, 2026, he received 930,000 restricted stock units (RSUs) and 38,833 performance-based RSUs (PRSUs), each convertible into one common share if vesting conditions are met.
Under the company’s 2019 Stock Option and Incentive Plan, 16.67% of the RSUs vest on March 1, 2026, with the remaining 83.33% vesting in 10 equal quarterly installments. The PRSUs were granted based on performance criteria for the fiscal year ended December 31, 2025.
On February 26, 2026, Benjamin disposed of 13,304 common shares at $1.7478 per share to satisfy tax withholding obligations from vested RSUs. The company describes this as a mandatory "sell to cover" transaction rather than a discretionary trade.
Health Catalyst, Inc. Chief People Officer Linda Llewelyn reported equity compensation and related tax withholding transactions in company common stock. She received a grant of 191,500 restricted stock units (RSUs), each representing one share, which will vest in 12 equal quarterly installments beginning on March 1, 2026.
She was also credited with 13,195 performance-based restricted stock units (PRSUs) tied to the company’s performance for the fiscal year ended December 31, 2025. Separately, 4,471 shares were disposed of at $1.7478 per share to cover tax withholding obligations in connection with RSU vesting, under a mandated "sell to cover" election, and not as a discretionary trade. After these transactions, she directly owned 343,487 shares of common stock.
Health Catalyst, Inc. General Counsel Benjamin Landry reported stock-based compensation and a related tax sale of common stock. On February 25, 2026, he received an award of 289,000 restricted stock units (RSUs) that will vest in 12 equal quarterly installments beginning on March 1, 2026, each RSU converting into one share of common stock when vested.
He was also granted 16,473 performance-based restricted stock units (PRSUs) tied to performance criteria for the fiscal year ended December 31, 2025. On February 26, 2026, 6,317 shares were disposed of at $1.7478 per share to cover tax withholding obligations from vesting RSUs, a mandated “sell-to-cover” under the company’s equity plans rather than a discretionary trade. After these transactions, he directly owned 399,156 shares of common stock.
Health Catalyst, Inc. Chief Financial Officer Jason Alger reported equity compensation awards and an automatic tax-related share sale. On February 25, 2026, he received 507,500 restricted stock units (RSUs) and 22,222 performance-based RSUs under the company’s 2019 Stock Option and Incentive Plan.
Each RSU and PRSU represents a right to receive one share of common stock, with the RSUs vesting in 12 equal quarterly installments beginning on March 1, 2026 and the PRSUs tied to performance for the fiscal year ended December 31, 2025. On February 26, 2026, 7,522 shares were disposed of at $1.7478 per share solely to cover tax withholding obligations in a mandatory “sell to cover” transaction, which the filing states was not a discretionary trade by Alger. Following these transactions, he held 768,614 shares of common stock directly.
Health Catalyst, Inc. reported that director Duncan Gallagher received a grant of 7,562 shares of common stock in the form of restricted stock units under the company’s 2019 Stock Option and Incentive Plan. Following this award, his directly held common stock holdings total 132,023 shares. According to the award terms and the non-employee director compensation policy, 100% of these RSUs vested on February 17, 2026, meaning each unit has already converted into one share of common stock, subject to the plan’s conditions.