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Health Catalyst, Inc. SEC Filings

HCAT NASDAQ

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Health Catalyst's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Health Catalyst's regulatory disclosures and financial reporting.

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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.

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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.

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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.

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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.

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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.

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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.

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Health Catalyst, Inc. is asking stockholders to act on four main items at its 2026 virtual annual meeting on July 16, 2026. Investors will vote to elect two Class I directors, Justin Spencer and Mathew Arens, to terms ending at the 2029 annual meeting, and to ratify Ernst & Young LLP as independent auditor for the year ending December 31, 2026.

Stockholders will also cast an advisory, non-binding “say‑on‑pay” vote on 2025 compensation for named executive officers. A key governance proposal would restate the certificate of incorporation to phase out the classified board so that, beginning with the 2029 annual meeting, all directors are elected annually. The record date is May 22, 2026, when 73,894,020 common shares were outstanding.

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Health Catalyst, Inc. (HCAT) affiliate Benjamin Albert submitted a Form 144 notice proposing the sale of 336 shares of Common Stock (restricted) with a trade date of 06/01/2026. The filing lists prior restricted stock dispositions by the same holder during the past three months.

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Health Catalyst, Inc. reports a proposed sale of 18,804 shares of Common Stock under Form 144. The filing lists these as restricted stock associated with compensation, with the proposed sale date of 06/01/2026.

The excerpt also shows 26,970 shares sold in the prior three months and indicates 73,894,020 shares outstanding as of 06/01/2026.

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Health Catalyst, Inc. proposed the sale of 8,519 shares of Restricted Stock on 06/01/2026 under a Form 144 notice. The filing shows these shares are linked to compensation. The filing also reports 13,836 shares sold on 03/02/2026 by Linda Llewelyn, with proceeds noted as $22,966.38.

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FAQ

How many Health Catalyst (HCAT) SEC filings are available on StockTitan?

StockTitan tracks 102 SEC filings for Health Catalyst (HCAT), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Health Catalyst (HCAT)?

The most recent SEC filing for Health Catalyst (HCAT) was filed on June 4, 2026.