Health Catalyst, Inc. filings document operating results, material-event reporting, and governance changes for a Nasdaq-listed healthcare data and analytics company. Recent Form 8-K disclosures include quarterly and annual financial results, preliminary unaudited financial updates, and press-release exhibits furnished under results-of-operations items.
The company’s filings also cover board appointments, executive transitions, compensatory arrangements, transition and separation agreements, executive severance-plan references, workforce-reduction disclosures, and related governance matters. These records provide formal disclosure around Health Catalyst’s management structure, financial condition, and material corporate events.
Impax Asset Management Group plc, through its subsidiary Impax Asset Management LLC, reports beneficial ownership of common stock of Health Catalyst, Inc.. The filing states beneficial ownership of 4,000,000 shares of common stock, representing 5.41% of the class as of the reporting date.
Impax Asset Management Group plc is identified as the parent holding company and 100% owner of Impax Asset Management LLC, which is described as the Investment Manager retaining investment discretion and control over the shares. The filing reports sole voting power and sole dispositive power over 4,000,000 shares, with no shared voting or dispositive power.
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. held its annual stockholder meeting on July 16, 2026, with 73,894,020 shares entitled to vote and 54,417,854 shares present or represented by proxy. Stockholders elected Class I directors Justin Spencer and Mathew Arens for terms expiring at the 2029 annual meeting.
Stockholders ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, and approved the advisory, non-binding vote on named executive officer compensation. They did not approve a proposal to restate the certificate of incorporation to phase out the classified board structure.
Health Catalyst, Inc. (HCAT) received a Schedule 13D from Palogic-related entities and Ryan L. Vardeman, disclosing beneficial ownership of 4,918,866 shares of common stock, representing 6.7% of the company’s outstanding shares as of May 8, 2026.
The Reporting Persons acquired these shares in open-market transactions for approximately $11,004,809, using working capital and client funds. Their ownership crossed the reporting threshold on June 12, 2026. They state the investment is for ordinary-course, investment purposes but outline a wide range of potential future actions, including additional share purchases or sales and possible involvement in strategic, governance, or capital structure changes.
Palogic sent a June 22, 2026 letter supporting Health Catalyst’s appointment of Ben Albert as chief executive officer and director, and the company’s announced divestiture of VitalWare, while indicating they may continue discussions with management, the board, and other shareholders.
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. filed a Form 144 notice for the proposed sale of 34,485 shares of Common Stock on 06/10/2026. The filing lists the securities as Restricted Stock tied to Compensation.
The record shows prior restricted‑stock sales by the same holder during the past three months: 310 shares on 05/01/2026, 70,455 shares on 03/10/2026, and 336 shares on 06/01/2026, with numeric sale entries shown alongside each date.
Whetstone Capital Advisors and David Atterbury report beneficial ownership of 3,285,690 shares, or 4.5% of Health Catalyst, Inc. common stock. This total includes 1,515,000 shares underlying long call options held by funds they advise, purchased for about $7.83 million in aggregate.
Based on 70,894,020 shares outstanding as of May 8, 2026, they report shared voting and dispositive power over all 3,285,690 shares and no sole authority. Their position also includes 15,150 long options and 30,030 short option positions expiring on December 18, 2026.