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. 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. Form 144 reports a proposed sale of 6,317 restricted common shares and discloses recent restricted-stock dispositions by Benjamin Landry of 14,387 and 27,425 shares. The filing names Morgan Stanley Smith Barney LLC as the broker and lists 02/26/2026 as the sale date for the planned transaction.
Health Catalyst insider sale notice. A Form 144 filing dated 02/26/2026 indicates a proposed sale of 6,614 shares of common stock (restricted stock) of Health Catalyst, Inc. through Morgan Stanley Smith Barney LLC. The filing also discloses prior sales of 16,401 shares on 12/01/2025 for $47,566.18.
Health Catalyst, Inc. sale notice lists 4,471 shares of common stock proposed to be sold through Morgan Stanley Smith Barney LLC.
The filing shows 9,762 shares of restricted stock were sold in the past three months and that shares outstanding were 70,730,884 as of 02/26/2026. The securities are identified as restricted stock issued for compensation.
Health Catalyst, Inc. filing a Form 144 discloses a proposed sale of 7,522 restricted shares of common stock on 02/26/2026 under a compensation-related plan. The excerpt also shows a prior sale on 12/01/2025 of 20,619 restricted shares by the same reporting address.
Health Catalyst, Inc. filing notifies a proposed sale of 28,875 restricted common shares to be sold on 02/26/2026. The sale is listed as compensation stock and identifies Morgan Stanley Smith Barney LLC at 1 New York Plaza as the broker.
The filing names Daniel Burton and shows prior restricted stock sales of 55,715 shares on 12/01/2025 for $161,584.64. Shares outstanding are listed as 70,730,884 as of 02/26/2026.
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.
Health Catalyst, Inc. received an updated ownership disclosure from investment firm Whetstone Capital Advisors, LLC and its manager David Atterbury. They report beneficial ownership of 5,782,941 shares of common stock, equal to 8.2% of the company based on 70,730,884 shares outstanding as of November 5, 2025.
The position includes 1,515,000 shares underlying long options, purchased for an aggregate of about $17.7 million using fund capital. Whetstone and Atterbury share voting and disposition power over all reported shares. They also hold 15,150 long options exercisable for 1,515,000 shares and have sold short 30,300 option contracts tied to Health Catalyst stock, all exercisable until December 18, 2026.