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.
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. reported a Form 144 for restricted common stock sales by an individual associated with compensation shares. The filing lists 26,970 restricted shares proposed to be sold on 03/02/2026 through Morgan Stanley Smith Barney LLC on Nasdaq. The filing also discloses prior sales in the past three months: 20,619 shares sold on 12/01/2025 and 7,522 shares sold on 02/26/2026, both identified as restricted stock transactions by Jason Alger.
Benjamin Albert submitted a Form 144 reporting an intended sale of restricted common stock of Health Catalyst, Inc. on 03/02/2026. The filing lists 4,966 shares in connection with broker Morgan Stanley Smith Barney LLC and shows a prior sale of 13,304 shares on 02/26/2026.
Health Catalyst, Inc. (restricted shares reported for sale)
The filing reports a proposed resale of 25,795 restricted shares to be sold through Morgan Stanley Smith Barney LLC on 03/02/2026. The filing also documents prior restricted-share dispositions by Daniel Burton: 55,715 shares on 12/01/2025 and 28,875 shares on 02/26/2026. Shares outstanding were 70,730,884 as of 03/02/2026.
Health Catalyst, Inc. filed a Form 144 reporting 13,836 common shares to be sold through Morgan Stanley Smith Barney LLC on 03/02/2026, listed as restricted stock issued for compensation. The filing shows earlier dispositions by Linda Llewelyn of 9,762 shares on 12/01/2025 and 4,471 shares on 02/26/2026 with aggregate amounts of $28,311.75 and $7,814.41 respectively. Shares outstanding were reported as 70,730,884 as of 03/02/2026.
Health Catalyst, Inc. filed a Form 144 registering 20,838 shares of common stock for sale on 03/02/2026.
The filing identifies the broker Morgan Stanley Smith Barney LLC and lists the securities as restricted stock issued as compensation. The excerpt also reports prior restricted‑stock sales by Benjamin Landry of 14,387 shares on 12/01/2025, 27,425 shares on 12/05/2025, and 6,317 shares on 02/26/2026.
Health Catalyst, Inc. reported a Form 144 notice for the proposed sale of 15,726 shares of common stock to be sold through Morgan Stanley Smith Barney LLC on 03/02/2026.
The filing also discloses recent insider sales by Kevin Freeman: 16,401 shares sold on 12/01/2025 for $47,566.18 and 6,614 shares sold on 02/26/2026 for $11,559.95.
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.