| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Health Catalyst, Inc. | Director, 10%+ Owner | Common Stock | 10.4M | $30.9M | $2.96 | 01 Dec 2025 | Indirect |
| Health Catalyst, Inc. | Director, 10%+ Owner | Common Stock | 510K | $1.51M | $2.96 | 01 Dec 2025 | Direct |
| Societal CDMO, Inc. | Director, 10%+ Owner | Common Stock | 0 | $0 | $1.10 | 08 Apr 2024 | Direct |
| Societal CDMO, Inc. | Director, 10%+ Owner | Common Stock | 0 | $0 | $1.10 | 08 Apr 2024 | Indirect |
| Societal CDMO, Inc. | Director, 10%+ Owner | Pre-Funded Warrant (right to buy) | 0 | $0 | $0.40 | 08 Apr 2024 | Direct |
| Societal CDMO, Inc. | Director, 10%+ Owner | Stock Option (Right to Buy) | 0 | 08 Apr 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| HCAT | Health Catalyst, Inc. | 01 Dec 2025 | 0 | $0 | 3 | Director, 10%+ Owner | 03 Dec 2025, 16:34 |
| SCTL | Societal CDMO, Inc. | 08 Apr 2024 | 4 | -$22.3M | 4 | Director, 10%+ Owner | 08 Apr 2024, 21:37 |
| SCTL | Societal CDMO, Inc. | 23 Aug 2023 | 3 | $3M | 4 | Director, 10%+ Owner | 25 Aug 2023, 17:25 |
| SCTL | Societal CDMO, Inc. | 23 Aug 2023 | 0 | $0 | 3 | Director, 10%+ Owner | 25 Aug 2023, 17:22 |