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.
Nelson Steven H reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. director Steven H. Nelson received an equity grant of 154,808 restricted stock units of common stock as compensation. The units were granted at no cash cost under the company’s 2019 Stock Option and Incentive Plan and are subject to multi‑year vesting.
According to the award terms, 33.33% of the RSUs will vest on May 1, 2027. The remaining 66.67% will then vest in two equal annual installments, so Nelson’s ability to receive all underlying shares depends on continued service through these future vesting dates.
Health Catalyst, Inc. director Steven H. Nelson filed an initial ownership report on Form 3. This filing establishes his status as a director and confirms that, as of this report, there are no buy, sell, or other insider transactions disclosed in the data provided.
Health Catalyst, Inc. notice of proposed sale under Form 144 regarding restricted stock. The filing lists three restricted stock dispositions by Benjamin Albert: 13,304 shares on 02/26/2026, 4,966 shares on 03/02/2026, and 70,455 shares on 03/10/2026, with proceeds shown for each transaction. The filing date is 05/01/2026.
Health Catalyst, Inc. CEO Albert Benjamin reported routine equity compensation activity. On April 29, 2026, he received an award of 1,124 performance-based restricted units (PRSUs) based on 2025 performance, with each PRSU representing a contingent right to one common share.
On May 1, 2026, 310 common shares were sold at $1.345 per share to cover tax withholding obligations tied to vesting of restricted stock units under the company’s equity plans. This sell-to-cover transaction was mandated by the company and was not a discretionary trade. Following these transactions, Benjamin directly holds 1,458,792 common shares.
Health Catalyst, Inc. filed Amendment No. 1 to its 2025 annual report to add detailed Part III information on directors, executive officers, corporate governance, and compensation. The filing reflects leadership changes, including Benjamin Albert becoming Chief Executive Officer and Daniel Burton’s retirement, plus departures of the Chief Commercial Officer and Chief Operating Officer.
Executive pay remains heavily performance-based, with about 87% of 2025 target CEO compensation and 82% for other named officers at risk through bonuses and equity. Annual bonuses for 2025 were delivered entirely in performance RSUs tied to client outcomes, growth, and Adjusted EBITDA; only 39% of these PRSUs vested after many growth targets fell below threshold.
Long-term PRSUs use three-year performance periods based on total shareholder return relative to the Russell 3000, revenue growth, and Adjusted EBITDA margin. For 2025, strong profitability drove Adjusted EBITDA of $41.4 million, above the $40.0 million threshold but below the $45.0 million target, while revenue growth and TSR underperformed, leading to partial vesting on performance awards.
Health Catalyst, Inc. announced that its board has appointed Steve Nelson, Executive Vice President and President of Aetna, to its Board of Directors, effective May 1, 2026. He will serve as a Class II director until the 2027 annual meeting, filling a new seventh board seat.
The board size will later return to six directors when Matthew Kolb does not stand for re-election at the 2026 annual meeting. Nelson will receive standard non-employee director cash and equity compensation and enter into the company’s customary indemnification agreement.
The company highlighted Nelson’s extensive leadership experience across major health insurers and provider organizations and stated that his appointment aligns with a broader leadership refresh, including the recent naming of a new CEO and board chair.
Health Catalyst, Inc. announced leadership and workforce changes tied to its Project Nexus restructuring. The Board decided that Chief People Officer Linda Llewelyn will leave that role effective June 1, 2026 as the position is eliminated.
The company and Ms. Llewelyn anticipate a separation agreement and an independent contractor agreement under which she is expected to serve as a senior advisor from June 2, 2026 through September 1, 2026, receiving benefits available under the Executive Severance Plan in exchange for a general release of claims. As part of Project Nexus, the Board also authorized a global workforce reduction expected to cut approximately 9% of employees and remove about 100 additional open, budgeted headcount positions in the US and India.
Health Catalyst, Inc. outlines a transition arrangement with former Chief Executive Officer and principal executive officer Daniel Burton following his previously reported retirement effective February 12, 2026. To support a smooth handover, Burton will remain an employee as a strategic advisor through December 31, 2026.
Under the Transition Agreement dated March 31, 2026, he will receive an average monthly base salary of $10,000 starting March 1, 2026, in exchange for continued employment. He will forfeit all unvested restricted stock units and performance-based restricted stock units that could vest after March 2, 2026, and provide a general release of claims against the company.
Health Catalyst Inc ownership disclosure: The Vanguard Group filed Amendment No. 8 to report that it beneficially owns 0 shares of Common Stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report separately.
First Light Asset Management and Mathew P. Arens filed an amended Schedule 13D for Health Catalyst, Inc. updating their ownership details. First Light is deemed to beneficially own 12,884,373 shares of common stock, representing 17.51% of the class. Arens reports beneficial ownership of 13,465,373 shares, or 18.3%, including 509,500 shares he owns individually and 71,500 shares held in joint accounts. The percentages are based on 73,586,183 shares of common stock outstanding as of March 5, 2026, as stated in the company’s Form 10-K. The filing notes that a First Light-managed fund has the right to receive dividends or sale proceeds from more than five percent of the outstanding shares and references recent transactions listed in an exhibit.