| Due Diligence for Asset Managers |
|---|
|
You have viewed 10 of the 10 daily limit Subscribe for $29/month to gain full access |
|
⚲
|
| Keyboard |
| Health Catalyst Inc | |
|---|---|
| Ticker | HCAT |
| CIK # | 0001636422 |
| CUSIP | 42225T107 |
| Sector | Technology - Services-Computer Programming, Data Processing, Etc. |
| Address | 3165 E Millrock, Suite 400, Salt Lake City, UT 84121 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Health Catalyst Inc | 2025-02-06 | 44.5 M | Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose |
| HQC Holdings Inc | 2016-02-19 | 70.0 M | Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001636422] | 10-K | |
| [0001636422] | 10-Q | |
| [0001636422] | 3 | |
| [0001636422] | 4 | |
| [0001636422] | 5 | |
| [0001636422] | 8-K | |
| [0001636422] | D | |
| [0001636422] | SC 13D | |
| [0001636422] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Albert Benjamin
Common Stock
|
2026-03-10 | Tax withheld | 70,455 | $1.85 | 130,342 |
|
Albert Benjamin
Common Stock
|
2026-03-02 | Tax withheld | 4,966 | $1.66 | 8,244 |
|
Landry Benjamin
Common Stock
|
2026-03-02 | Tax withheld | 20,838 | $1.66 | 34,591 |
|
Llewelyn Linda
Common Stock
|
2026-03-02 | Tax withheld | 13,836 | $1.66 | 22,968 |
|
Alger Jason
Common Stock
|
2026-03-02 | Tax withheld | 26,970 | $1.66 | 44,770 |
|
Larson-Green Julie
Common Stock
|
2026-03-01 | Grant | 8,361 | $0.00 | |
|
Landry Benjamin
Common Stock
|
2026-02-26 | Tax withheld | 6,317 | $1.75 | 11,055 |
|
Llewelyn Linda
Common Stock
|
2026-02-26 | Tax withheld | 4,471 | $1.75 | 7,824 |
|
Albert Benjamin
Common Stock
|
2026-02-26 | Tax withheld | 13,304 | $1.75 | 23,282 |
|
Alger Jason
Common Stock
|
2026-02-26 | Tax withheld | 7,522 | $1.75 | 13,164 |
|
Llewelyn Linda
Common Stock
|
2026-02-25 | Grant | 13,195 | $0.00 | |
|
Landry Benjamin
Common Stock
|
2026-02-25 | Grant | 289,000 | $0.00 | |
|
Landry Benjamin
Common Stock
|
2026-02-25 | Grant | 16,473 | $0.00 | |
|
Llewelyn Linda
Common Stock
|
2026-02-25 | Grant | 191,500 | $0.00 | |
|
Alger Jason
Common Stock
|
2026-02-25 | Grant | 507,500 | $0.00 | |
|
Alger Jason
Common Stock
|
2026-02-25 | Grant | 22,222 | $0.00 | |
|
Albert Benjamin
Common Stock
|
2026-02-25 | Grant | 38,833 | $0.00 | |
|
Albert Benjamin
Common Stock
|
2026-02-25 | Grant | 930,000 | $0.00 | |
|
Gallagher Duncan
Common Stock
|
2026-02-17 | Grant | 7,562 | $0.00 | |
|
Landry Benjamin
Common Stock
|
2025-12-05 | Sell | 27,425 | $2.64 | 72,402 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 132 | 59,045,232 |
| 2025-12-31 | 138 | 54,551,534 |
| 2025-09-30 | 146 | 54,145,871 |
| 2025-06-30 | 149 | 53,156,498 |
| 2025-03-31 | 167 | 52,743,731 |
| 2024-12-31 | 170 | 54,363,389 |
| 2024-09-30 | 161 | 55,532,011 |
| 2024-06-30 | 163 | 53,932,866 |
| 2024-03-31 | 177 | 53,339,734 |
| 2023-12-31 | 169 | 50,282,933 |
| 2023-09-30 | 161 | 48,999,444 |
| 2023-06-30 | 156 | 47,996,617 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Nepsis Inc | [2026-06-30] | SOLE | 0 | 2,976,187 |
| Williams & Novak LLC | [2026-06-30] | SOLE | 0 | 53,607 |
| Strong Retirement Solutions LLC | [2026-06-30] | SOLE | 0 | 18,080 |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 17,094 | 17,094 |
| GC Wealth Management RIA LLC | [2026-06-30] | SOLE | 12,477 | 12,477 |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 828 | 11,073 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 300 |
| Spire Wealth Management | [2026-06-30] | SOLE | 0 | 300 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 193 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 89 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 10 | 10 | Prev | Page 1 | Next |