Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Health Catalyst, Inc. | 1,393,099 | reported | 01 Dec 2025 | tx 151+2,950,867−2,953,087 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Dec 2025 | TAX_WITHHOLDING | Health Catalyst, Inc. | 55,715 | 2.90 USD | |
| 02 Sept 2025 | TAX_WITHHOLDING | Health Catalyst, Inc. | 8,335 | 3.36 USD | |
| 02 Jun 2025 | TAX_WITHHOLDING | Health Catalyst, Inc. | 8,658 | 3.63 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | Health Catalyst, Inc. | 33,677 | 4.58 USD | |
| 20 Feb 2025 | GRANT_AWARD | Health Catalyst, Inc. | 296,000 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | Health Catalyst, Inc. | 75,437 | 0.00 USD | |
| 01 Dec 2024 | TAX_WITHHOLDING | Health Catalyst, Inc. | 30,897 | 8.97 USD | |
| 03 Sept 2024 | TAX_WITHHOLDING | Health Catalyst, Inc. | 4,174 | 7.27 USD | |
| 03 Jun 2024 | TAX_WITHHOLDING | Health Catalyst, Inc. | 4,442 | 6.53 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | Health Catalyst, Inc. | 4,973 | 8.05 USD | |
| 27 Feb 2024 | PURCHASE | Health Catalyst, Inc. | 26,200 | 7.81 USD | |
| 20 Feb 2024 | GRANT_AWARD | Health Catalyst, Inc. | 250,000 | 0.00 USD | |
| 01 Dec 2023 | TAX_WITHHOLDING | Health Catalyst, Inc. | 8,478 | 7.45 USD | |
| 01 Sept 2023 | TAX_WITHHOLDING | Health Catalyst, Inc. | 7,103 | 11.78 USD | |
| 01 Jun 2023 | TAX_WITHHOLDING | Health Catalyst, Inc. | 7,411 | 11.24 USD | |
| 12 May 2023 | PURCHASE | Health Catalyst, Inc. | 49,050 | 10.19 USD | |
| 01 Mar 2023 | TAX_WITHHOLDING | Health Catalyst, Inc. | 7,717 | 14.29 USD | |
| 01 Dec 2022 | TAX_WITHHOLDING | Health Catalyst, Inc. | 22,058 | 10.65 USD | |
| 11 Nov 2022 | PURCHASE | Health Catalyst, Inc. | 197,078 | 10.14 USD | |
| 08 Sept 2022 | PURCHASE | Health Catalyst, Inc. | 90,750 | 10.99 USD | |
| 01 Sept 2022 | TAX_WITHHOLDING | Health Catalyst, Inc. | 7,362 | 11.61 USD | |
| 09 Aug 2022 | PURCHASE | Health Catalyst, Inc. | 176,522 | 11.62 USD | |
| 01 Jun 2022 | TAX_WITHHOLDING | Health Catalyst, Inc. | 258 | 14.95 USD | |
| 01 Jun 2022 | TAX_WITHHOLDING | Health Catalyst, Inc. | 7,104 | 14.24 USD | |
| 18 May 2022 | EXERCISE | Health Catalyst, Inc. | 18,518 | 10.80 USD |