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. 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.
Benjamin Landry, General Counsel of Health Catalyst, Inc. (HCAT), reported a sale of 6,175 shares of the issuer's common stock on 09/05/2025 at a reported price of $3.353 per share. After the transaction, the reporting person beneficially owned 141,812 shares, held directly. The filing states the sale was executed pursuant to a written trading plan adopted on March 1, 2025 under Rule 10b5-1, providing pre-established instructions for the disposition. The Form 4 was signed on 09/09/2025.
Whetstone Capital Advisors, LLC and David Atterbury report beneficial ownership of 3,731,350 shares of Health Catalyst, Inc. common stock, representing 5.4% of the class. The filing shows the holders have shared voting and shared dispositive power over all 3,731,350 shares and no sole voting or dispositive power. The statement is submitted on a Schedule 13G related to the June 30, 2025 event and includes the filers' Kansas address and Health Catalyst's principal executive office in South Jordan, Utah. The filing includes a certification that the securities were not acquired to change or influence control of the issuer.
Julie Larson-Green, a director of Health Catalyst, Inc. (HCAT), had 4,588 restricted stock units (RSUs) vest on September 1, 2025. Each RSU converts to one share of common stock and the reported transaction shows no cash paid for the award. Following the vesting, Ms. Larson-Green is reported to beneficially own 115,839 shares directly. The Form 4 was signed on September 5, 2025, by an attorney-in-fact for the reporting person.
Health Catalyst, Inc. (HCAT) director Gallagher Duncan received an award of 4,970 restricted stock units (RSUs) that vested in full on September 1, 2025. Each RSU converts into one share of common stock; the filing reports no cash price for the award and shows Mr. Duncan beneficially owns 118,252 shares following the vesting. The Form 4 was signed by an attorney-in-fact on September 5, 2025 and reflects the director relationship of the reporting person.
Health Catalyst, Inc. (HCAT) reported a Form 144 notice for an intended sale of 6,175 common shares, with an aggregate market value of $20,377.50, scheduled approximately for 09/05/2025. The shares were acquired as restricted stock units (RSUs) on 09/01/2025 and recorded as paid on the same date. The filing shows there are 70,373,625 shares outstanding for the issuer and names Morgan Stanley Smith Barney LLC as the broker for the proposed sale on NASDAQ. The Form 144 also discloses a recent sale by the same person of 3,138 shares on 09/02/2025 for $10,552.15. The filer represents no undisclosed material adverse information.
Ross David Coy, Chief Technology & Product Officer of Health Catalyst, Inc. (HCAT), reported a non-discretionary sale of 3,360 shares of common stock on 09/02/2025 at an average price of $3.3627 per share. The filing states the sale was a sell-to-cover transaction to satisfy tax withholding obligations tied to vesting restricted stock units and was not a discretionary trade. After the transaction the reporting person beneficially owns 204,219 shares, held directly. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 09/04/2025.
Kevin Lee Freeman, Chief Commercial Officer of Health Catalyst, Inc. (HCAT), reported a non-discretionary sale of 4,578 shares of common stock on 09/02/2025 at a price of $3.3627 per share to satisfy tax-withholding obligations tied to the vesting of restricted stock units. The filing lists 375,087 shares beneficially owned by Freeman after the transaction. The disclosure clarifies this was a sell-to-cover transaction required by the issuer's equity plan and was not a voluntary sale by the reporting person.
Health Catalyst, Inc. (HCAT) reporting officer Jason Alger, the company's Chief Financial Officer, reported a mandatory sale of common stock to satisfy tax withholding from vested restricted stock units. The Form 4 shows a disposition of 2,613 shares on 09/02/2025 at a reported price of $3.3627 per share, leaving the reporting person with 267,033 shares beneficially owned after the transaction. The filing was submitted as an individual Form 4 and signed on behalf of the reporting person by an attorney-in-fact on 09/04/2025. The filing clarifies this was a non-discretionary "sell to cover" required by the issuer's equity plan and not an independent trading decision.
Daniel LeSueur, Chief Operating Officer of Health Catalyst, Inc. (HCAT), reported a sale of 3,663 shares of the issuer's common stock on 09/02/2025 at a price of $3.3627 per share. The filing states this sale was a mandatory "sell to cover" to satisfy tax-withholding obligations arising from the vesting of restricted stock units and not a discretionary trade. After the transaction, the reporting person beneficially owned 198,367 shares. The Form 4 was signed by Benjamin Landry as attorney-in-fact on 09/04/2025. The report documents an insider compliance action rather than an open-market decision.