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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-Jun-24 8:06 PM View:  | Health Catalyst, Inc. (HCAT) | 13-Jun-24 | Grant | 20,807 | -- | -- | 19% 110.19K to 131.0K | |
| 16-Jun-22 4:57 PM View: | Health Catalyst, Inc. (HCAT) | 14-Jun-22 | Grant | 11,677 | -- | -- | 15% 79.45K to 91.13K | |
| 14-Feb-22 10:00 PM View: | Health Catalyst, Inc. (HCAT) | 17-Nov-21 | Gift | 8,300 | -- | -- | (9%) 87.75K to 79.45K | |
| 14-Jun-21 4:56 PM View: | Health Catalyst, Inc. (HCAT) | 10-Jun-21 | Grant | 3,285 | -- | -- | 4% 84.47K to 87.75K | |
| 16-Feb-21 10:00 PM View: | Health Catalyst, Inc. (HCAT) | 29-Dec-20 | Gift | 6,000 | -- | -- | (7%) 90.47K to 84.47K | |
| 17-Jun-20 7:20 PM View: | Health Catalyst, Inc. (HCAT) | 12-Jun-20 | Grant | 5,443 | -- | -- | 6% 85.02K to 90.47K | |
| 03-Sep-19 7:51 PM View: | Health Catalyst, Inc. (HCAT) | 01-Sep-19 | Grant | 3,557 | -- | -- | 4% 81.47K to 85.02K | |
| 29-Jul-19 9:01 PM View: | Health Catalyst, Inc. (HCAT) | 29-Jul-19 | Conversion | 24,175 | -- | -- | 42% 57.29K to 81.47K | |
| 13-Feb-19 8:12 PM View: | Athenahealth, Inc. (ATHN) | 11-Feb-19 | Disposition | 13,940 | $135.00 | $1,881,900.00 | (100%) 13.94K to 0 | < 1% |
| 08-Jun-18 6:17 PM View: | Athenahealth, Inc. (ATHN) | 08-Jun-18 | Grant | 1,931 | -- | -- | 16% 12.01K to 13.94K | |
| 02-Nov-17 5:10 PM View: | Athenahealth, Inc. (ATHN) | 01-Nov-17 | Payment of Exercise | 149 | $127.88 | $19,054.10 | (1%) 12.16K to 12.01K | (2%) |
| 03-Oct-17 6:09 PM View: | Athenahealth, Inc. (ATHN) | 01-Oct-17 | Payment of Exercise | 149 | -- | -- | (1%) 12.31K to 12.16K | |
| 06-Sep-17 4:34 PM View: | Athenahealth, Inc. (ATHN) | 01-Sep-17 | Payment of Exercise | 161 | $141.12 | $22,720.30 | (1%) 12.47K to 12.31K | 7% |
| 03-Aug-17 5:14 PM View: | Athenahealth, Inc. (ATHN) | 01-Aug-17 | Grant | 2,739 | -- | -- | 28% 9.73K to 12.47K | |
| 02-May-17 7:25 PM View: | Athenahealth, Inc. (ATHN) | 28-Apr-17 | Option Exercise | 10,000 | $36.67 | $366,700.00 | 103% 9.73K to 19.73K | |
| 02-May-17 7:25 PM View: | Athenahealth, Inc. (ATHN) | 28-Apr-17 | Market Option Sale (Planned) | 10,000 | $98.40 | $984,032.00 | (51%) 19.73K to 9.73K | (33%) |
| 03-Mar-17 4:37 PM View: | Athenahealth, Inc. (ATHN) | 01-Mar-17 | Grant | 1,896 | -- | -- | 24% 7.83K to 9.73K | |
| 31-Jan-17 5:49 PM View: | Athenahealth, Inc. (ATHN) | 27-Jan-17 | Option Exercise | 2,875 | $15.27 | $43,901.20 | 37% 7.83K to 10.71K | |
| 31-Jan-17 5:49 PM View: | Athenahealth, Inc. (ATHN) | 27-Jan-17 | Market Option Sale (Planned) | 2,875 | $123.11 | $353,941.00 | (27%) 10.71K to 7.83K | (6%) |
| 31-Oct-16 4:13 PM View: | Athenahealth, Inc. (ATHN) | 27-Oct-16 | Option Exercise | 2,875 | $15.27 | $43,901.20 | 37% 7.83K to 10.71K | |
| 31-Oct-16 4:13 PM View: | Athenahealth, Inc. (ATHN) | 27-Oct-16 | Market Option Sale (Planned) | 2,875 | $104.20 | $299,571.00 | (27%) 10.71K to 7.83K | (26%) |
| 28-Jul-16 5:33 PM View: | Athenahealth, Inc. (ATHN) | 27-Jul-16 | Option Exercise | 2,875 | $15.27 | $43,901.20 | 37% 7.83K to 10.71K | |
| 28-Jul-16 5:33 PM View: | Athenahealth, Inc. (ATHN) | 27-Jul-16 | Market Option Sale (Planned) | 2,875 | $128.81 | $370,329.00 | (27%) 10.71K to 7.83K | (2%) |
| 31-Oct-16 4:13 PM View: | Athenahealth, Inc. (ATHN) | 27-Apr-16 | Option Exercise | 2,875 | $15.27 | $43,901.20 | 37% 7.83K to 10.71K | |
| 31-Oct-16 4:13 PM View: | Athenahealth, Inc. (ATHN) | 27-Apr-16 | Market Option Sale (Planned) | 2,875 | $141.07 | $405,564.00 | (27%) 10.71K to 7.83K | 7% |
| 03-Mar-16 11:47 AM View: | Athenahealth, Inc. (ATHN) | 01-Mar-16 | Grant | 1,700 | -- | -- | 28% 6.13K to 7.83K | |
| 29-Jan-16 4:36 PM View: | Athenahealth, Inc. (ATHN) | 27-Jan-16 | Option Exercise | 2,875 | $15.27 | $43,901.20 | 47% 6.13K to 9.01K | |
| 29-Jan-16 4:36 PM View: | Athenahealth, Inc. (ATHN) | 27-Jan-16 | Market Option Sale (Planned) | 2,875 | $140.81 | $404,818.00 | (32%) 9.01K to 6.13K | 7% |
| 29-Oct-15 3:41 PM View: | Athenahealth, Inc. (ATHN) | 27-Oct-15 | Option Exercise | 2,875 | $15.27 | $43,901.20 | 47% 6.13K to 9.01K | |
| 29-Oct-15 3:41 PM View: | Athenahealth, Inc. (ATHN) | 27-Oct-15 | Market Option Sale (Planned) | 2,875 | $150.44 | $432,520.00 | (32%) 9.01K to 6.13K | 13% |
| 29-Oct-15 3:41 PM View: | Athenahealth, Inc. (ATHN) | 04-Aug-15 | Gift | 244 | -- | -- | (4%) 6.38K to 6.13K | |
| 29-Oct-15 3:41 PM View: | Athenahealth, Inc. (ATHN) | 30-Jul-15 | Gift | 244 | -- | -- | (4%) 6.62K to 6.38K | |
| 29-Jul-15 5:35 PM View: | Athenahealth, Inc. (ATHN) | 27-Jul-15 | Option Exercise | 2,875 | $15.27 | $43,901.20 | 43% 6.62K to 9.5K | |
| 29-Jul-15 5:35 PM View: | Athenahealth, Inc. (ATHN) | 27-Jul-15 | Market Option Sale (Planned) | 2,875 | $130.75 | $375,916.00 | (30%) 9.5K to 6.62K | (< 1%) |
| 29-Apr-15 7:15 AM View: | Athenahealth, Inc. (ATHN) | 27-Apr-15 | Option Exercise | 2,875 | $15.27 | $43,901.20 | 43% 6.62K to 9.5K | |
| 29-Apr-15 7:15 AM View: | Athenahealth, Inc. (ATHN) | 27-Apr-15 | Market Option Sale (Planned) | 2,875 | $125.35 | $360,393.00 | (30%) 9.5K to 6.62K | (5%) |
| 04-Mar-15 5:39 PM View: | Athenahealth, Inc. (ATHN) | 02-Mar-15 | Grant | 1,569 | -- | -- | 31% 5.05K to 6.62K | |
| 17-Feb-15 4:16 PM View: | Athenahealth, Inc. (ATHN) | 12-Feb-15 | Option Exercise | 10,000 | $15.27 | $152,700.00 | 198% 5.05K to 15.05K | |
| 17-Feb-15 4:16 PM View: | Athenahealth, Inc. (ATHN) | 12-Feb-15 | Market Option Sale | 10,000 | $129.17 | $1,291,700.00 | (66%) 15.05K to 5.05K | (1%) |
| 20-Aug-13 4:32 PM View: | Athenahealth, Inc. (ATHN) | 19-Aug-13 | Option Exercise | 2,000 | $15.27 | $30,540.00 | 40% 5.05K to 7.05K | |
| 20-Aug-13 4:32 PM View: | Athenahealth, Inc. (ATHN) | 19-Aug-13 | Market Option Sale | 2,000 | $111.23 | $222,460.00 | (28%) 7.05K to 5.05K | (18%) |
| 16-Aug-13 8:07 AM View: | Athenahealth, Inc. (ATHN) | 15-Aug-13 | Option Exercise | 2,800 | $15.27 | $42,756.00 | 55% 5.05K to 7.85K | |
| 16-Aug-13 8:07 AM View: | Athenahealth, Inc. (ATHN) | 15-Aug-13 | Market Option Sale | 2,800 | $109.07 | $305,396.00 | (36%) 7.85K to 5.05K | (20%) |
| 16-Aug-13 8:07 AM View: | Athenahealth, Inc. (ATHN) | 14-Aug-13 | Option Exercise | 2,200 | $15.27 | $33,594.00 | 44% 5.05K to 7.25K | |
| 16-Aug-13 8:07 AM View: | Athenahealth, Inc. (ATHN) | 14-Aug-13 | Market Option Sale | 2,200 | $111.25 | $244,750.00 | (30%) 7.25K to 5.05K | (18%) |
| 29-Apr-13 4:42 PM View: | Merchants Bancshares Inc (MBVT) | 29-Apr-13 | Purchase | 1,200 | $30.35 | $36,420.00 | 33% 3.65K to 4.85K | |
| 29-Apr-13 2:32 PM View: | Merchants Bancshares Inc (MBVT) | 26-Apr-13 | Purchase | 800 | $29.94 | $23,952.00 | 28% 2.85K to 3.65K | |
| 05-Mar-13 9:01 AM View: | Athenahealth, Inc. (ATHN) | 01-Mar-13 | Grant | 2,058 | -- | -- | 69% 2.99K to 5.05K | |
| 02-Aug-12 5:33 PM View: | Athenahealth, Inc. (ATHN) | 01-Aug-12 | Grant | 2,018 | -- | -- | 207% 0.98K to 2.99K | |
| 07-Jun-12 5:34 PM View: | Merchants Bancshares Inc (MBVT) | 07-Jun-12 | Purchase | 1,000 | $26.74 | $26,738.00 | 54% 1.85K to 2.85K |