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.
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Albert Benjamin filed an initial Form 3 reporting his beneficial ownership in Health Catalyst, Inc. (HCAT). He directly holds 92,870 common shares and 18,000 restricted stock units (RSUs) granted under the 2019 Plan that vest beginning March 1, 2026. He also reports indirect holdings of 148,198 shares via the "Benjamin Albert Declaration of Trust" and 28,697 shares via the "Albert Family Trust." The filing is signed by an attorney-in-fact on 09/26/2025.
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.