Highest-materiality recent filing
Health Catalyst sells Vitalware to Med-Metrix for $147M; plans to repay term loan
Sale price of $147M in cash, subject to customary adjustments; expected close in Q3 2026.
Health Catalyst Q1 revenue falls 11% YoY; net loss widens to $111M
Total revenue $70.8M vs $79.4M in Q1 2025; gross margin improved to 39% from 36%.
Health Catalyst appoints Aetna President Steve Nelson to Board of Directors
Steve Nelson, EVP and President of Aetna (CVS Health), appointed to Health Catalyst board effective May 1, 2026.
Health Catalyst cuts ~9% workforce, eliminates CPO role as part of Project Nexus
Board authorized workforce reduction of ~9% (approx. 100 additional open headcount eliminated) on April 24, 2026.
CEO Daniel Burton retires, becomes strategic advisor; forfeits unvested equity
Daniel Burton retired as CEO Feb 12, 2026; Board resignation Feb 17, 2026.
Health Catalyst reports Q4 revenue down 6% YoY; net loss widens to $91M
Full-year 2025 revenue $311.1M, up 1% YoY; Q4 revenue $74.7M, down 6% YoY.
Health Catalyst appoints Ben Albert as CEO, accelerates CEO succession; board reduced to 5
Ben Albert appointed CEO and director effective Feb 12, 2026; Dan Burton steps down as CEO and from board.
Health Catalyst CCO Kevin Freeman to Depart, Remain as Senior Advisor
Kevin Freeman will cease serving as Chief Commercial Officer on February 1, 2026.
Health Catalyst releases preliminary unaudited 2025 results; details not provided in filing text
Preliminary unaudited estimated 2025 financial and operational results published on Jan 12, 2026.
Health Catalyst appoints largest shareholder's CEO Matt Arens to board; Kolb not re-elected
Matt Arens, CEO/Founder of First Light (13.9M shares, ~19% ownership), appointed to Board effective Dec 1, 2025.
Health Catalyst Q3 revenue flat at $76.3M; net loss widens 51% to $22.2M
Total revenue $76.3M, flat YoY; gross margin 39%, up from 36%.
Health Catalyst appoints Ben Albert as President and COO; Dan LeSueur transitions to advisory role
Ben Albert appointed President and COO effective Sept 16, 2025; previously CEO of Upfront acquired by Health Catalyst in Jan 2025.
Health Catalyst Q2 revenue $80.7M (+6% YoY), EBITDA $9.3M beat; CEO to retire June 2026
Total revenue $80.7M (+6% YoY); Adjusted EBITDA $9.3M; both beat Q2 guidance.
Health Catalyst annual meeting results: all four proposals approved by stockholders
Stockholders elected Duncan Gallagher and Jill Hoggard Green as Class III directors for three-year terms.
Health Catalyst Q1 revenue $79.4M beats guidance; adds 10 net new Platform Clients
Total revenue $79.4M, up 6% YoY; Adjusted EBITDA $6.3M, both above quarterly guidance.
Health Catalyst Q4 revenue $79.6M (+6% YoY); raises 2025 Adjusted EBITDA target to $41M
Q4 revenue $79.6M (+6% YoY); full-year revenue $306.6M (+4% YoY).
Upfront acquisition: ~$86M net consideration (cash + ~5.75M shares) plus up to ~$33.4M earn-out; expected Q1 2025 close.
Health Catalyst Q3 revenue $76.4M, Adj. EBITDA $7.3M; acquires Intraprise for $43M
Q3 2024 total revenue $76.4M, net loss $14.7M, Adjusted EBITDA $7.3M (above guidance midpoint of $6-8M).
Health Catalyst beats Q2 2024 guidance: revenue $75.9M, Adj. EBITDA $7.5M
Total revenue $75.9M (+4% YoY); net loss $13.5M vs $32.6M loss in Q2 2023.
Health Catalyst enters $225M term loan with Silver Point; $125M drawn to refinance 2025 notes
Initial term loan of $125M funded July 16, 2024; proceeds to refinance convertible notes due 2025 and for working capital.
Health Catalyst annual meeting elects directors, ratifies auditor, approves executive pay
Class II directors Daniel Burton, John Kane, Julie Larson-Green re-elected each with >30M votes.
Health Catalyst Q1 revenue $74.7M, Adj EBITDA $3.4M; beats guidance mid-point
Q1 total revenue $74.7M (up 1% YoY), net loss $20.6M (improved 38% from $33.2M loss).
Q4 total revenue $75.1M, up 9% YoY; net loss $30.3M; adjusted EBITDA $1.4M (in line with guidance midpoint).
Health Catalyst reports preliminary 2023 revenue and EBITDA above guidance; guides 2024 EBITDA ~$25M
Preliminary Q4 2023 total revenue above guidance midpoint (range $70.1M–$75.1M); Adjusted EBITDA at or above midpoint ($0.3M–$2.3M).
Health Catalyst beats Q3 guidance; raises FY2023 revenue outlook; Adj. EBITDA positive
Q3 total revenue $73.8M (+8% YoY), above guidance midpoint; net loss $22.0M vs $45.7M loss in Q3 2022.
Health Catalyst beats Q3 rev midpoint; raises FY rev guidance; Adj. EBITDA positive
Total revenue $73.8M (+8% YoY); tech revenue $46.0M (+4%), pro services $27.8M (+14%).
Health Catalyst Q2 revenue $73.2M beats midpoint; raises FY2023 guidance
Total revenue $73.2M (+4% YoY) vs guidance midpoint of $72.3M.
Elected Anita V. Pramoda and S. Dawn Smith as Class I directors for three-year terms expiring 2026.
Total revenue $73.9M (+8% YoY); Technology revenue $47.2M (+12%), Professional services $26.7M (+3%).
Health Catalyst appoints COO/CPO and new General Counsel; GC Orenstein to step down
Anne Marie Bickmore, current CPO, becomes COO and CPO effective April 3, 2023.
Health Catalyst says SVB deposits are under 1% of cash and investments
Deposits with Silicon Valley Bank represent less than 1% of total cash, cash equivalents, and short-term investments as of March 10, 2023.
Health Catalyst Q4 revenue $69.2M (+7% YoY); Adjusted EBITDA loss narrows; board adds Matthew Kolb
Q4 total revenue $69.2M (+7% YoY); full-year revenue $276.2M (+14% YoY).
Health Catalyst appoints Carle Health COO Matthew Kolb to board; Carle becomes shareholder
Matthew Kolb, EVP & COO of Carle Health, appointed to board effective July 1, 2023, filling a newly created seat.
HCAT files 8-K for JPM conference presentation; specific content unavailable
Health Catalyst plans to present at J.P. Morgan Healthcare Conference on January 10, 2023.
Health Catalyst finalizes separation with ex-President Nelli; $258,740 cash, 72K RSUs accelerated
J. Patrick Nelli separated from Health Catalyst effective Dec 31, 2022; severance includes $258,740 lump sum (9 months salary + COBRA).
Health Catalyst COO Paul Horstmeier to step down March 31 for 3-year church mission
COO Paul Horstmeier will step down effective March 31, 2023, called to lead Puerto Rico San Juan Mission for 3 years.
Health Catalyst Q3 revenue $68.4M (+11% YoY), beats guidance; raises FY2022 outlook
Total revenue $68.4M (+11% YoY); technology revenue $43.9M (+15%), professional services $24.4M (+4%).
Three new leadership appointments: Kevin Freeman as Chief Growth Officer, Tarah Neujahr Bryan as CMO, Dave Ross as CTO, effective Sept 7, 2022.
Health Catalyst Q2 revenue up 18% to $70.6M; lowers full-year guidance
Total revenue $70.6M, up 18% YoY; Technology revenue $45.4M (+28%), Professional services $25.2M (+5%).
Health Catalyst approves $40M share repurchase program
Board authorized up to $40 million in common stock repurchases effective immediately.
Health Catalyst shareholders reject advisory vote on executive compensation at 2022 annual meeting
Say-on-pay proposal received 20,019,370 for, 23,100,748 against, 46,068 abstain, 3,010,476 broker non-votes.
Health Catalyst Q1 revenue $68.1M (+22% YoY), positive Adjusted EBITDA $671K
Total revenue $68.1M, +22% YoY; technology revenue $42.2M (+25%), professional services $25.9M (+17%).
Health Catalyst Q4 revenue $64.7M (+21% YoY), beats guidance midpoint; FY revenue $241.9M (+28%)
Q4 total revenue of $64.7M (+21% YoY); full-year revenue of $241.9M (+28% YoY).
Health Catalyst Q3 revenue beats guidance, adjusted EBITDA loss improves 10%
Total revenue $61.7 million (+31% YoY); technology revenue $38.3 million (+37%) and professional services $23.5 million (+22%).
Health Catalyst closes public offering of 4.25M shares, netting ~$213M
Underwritten public offering of 4,245,283 shares of common stock closed on August 13, 2021.
Health Catalyst Q2 revenue up 38% to $59.6M; first positive adjusted EBITDA of $1.7M
Total revenue $59.6M (+38% YoY); technology revenue $35.5M (+39%).
Health Catalyst amends bylaws to mandate federal court for Securities Act claims
Board approved bylaw amendment effective July 29, 2021, designating federal district courts as exclusive forum for Securities Act of 1933 litigation.
the board of directors (our Board) of Health Catalyst, Inc. (the Company), upon the recommendation of the Nominating and Corporate Governance Committee, appointed Steven Nelson to the Board, effective May 1, 2026.
On February 20, 2025, Anita Pramoda informed the Board of her resignation from the Board, and on February 20, 2025, the Board accepted her resignation, including her resignation from the compensation committee and transactions committee of the Board, effective March 1, 2025.
On November 2, 2024, the board of directors (the “Board”) of the Company, upon the recommendation of the Nominating and Corporate Governance Committee, appointed Dr. Jill Hoggard Green to the Board, effective December 1, 2024.
On February 22, 2024, the Company announced that Jason Alger, age 40, the Company’s Chief Accounting Officer and principal accounting officer, will assume the role of Chief Financial Officer and principal financial officer of the Company, effective March 1, 2024.
On February 16, 2024, Bryan Hunt informed the board of directors of the Company (the Board) of, and on February 20, 2024, the Board accepted, his resignation as the Company's Chief Financial Officer and principal financial officer, effective March 1, 2024.
On February 22, 2024, the Company announced that Daniel LeSueur, age 45, the Company’s Senior Vice President and General Manager of the Professional Services Business Unit, will assume the role of Chief Operating Officer and principal operating officer of the Company, effective March 1, 2024.
On March 30, 2023, Health Catalyst, Inc. (the “ Company ”) announced that Anne Marie Bickmore, age 60, the Company’s Chief Product Officer, will assume the role of Chief Operating Officer and Chief Product Officer of the Company, effective April 3, 2023.
On March 24, 2022, Daniel Orenstein provided notice to the Company that, effective April 30, 2023, Mr. Orenstein will step down from his position as General Counsel and Corporate Secretary of the Company to pursue other opportunities.
On March 30, 2023, the Company announced that Benjamin Landry, age 41, the Company’s Assistant General Counsel, will assume the role of General Counsel and Corporate Secretary of the Company, effective May 1, 2023.
On February 27, 2023, the board of directors (the “Board”) of Health Catalyst, Inc. (the “Company”), upon the recommendation of the Nominating and Corporate Governance Committee, appointed Matthew Kolb to the Board, effective July 1, 2023.
On December 30, 2022, Mr. Nelli and the Company entered into a separation agreement (the “Separation Agreement”) in connection with Mr. Nelli’s departure from the Company, effective December 31, 2022.
On December 30, 2022, Paul Horstmeier provided notice to Health Catalyst, Inc. (the “Company”) that he will step down from his position as Chief Operating Officer of the Company, effective March 31, 2023 (the “Separation Date”), due to Mr. Horstmeier being called by the leadership of the Church of Jesus Christ of Latter-Day Saints to serve for 3 years as Mission President of the Puerto Rico San Juan Mission, beginning in June 2023 .
Max materiality 0.80 · Median 0.65 · Most common event earnings