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Nasdaq · USD

HSTM

HEALTHSTREAM INC

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Tapewire entity
5059
SEC CIK
0001095565
Parsed reports
624

Last 12 months

Inside the activity.

0 purchase rows · 8 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202602
Jun 202601
Jul 202601
Aug 202600
Sep 202601
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 30, 2024 Filed Oct 31, 2024 20:42 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionCommon Stock Holding 597 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032823 · rdgdoc.xml · nonDerivative · entry 1

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,999

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:41 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 512 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032820 · rdgdoc.xml · derivative · entry 3

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,661

Underlying: Common Stock · 512 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on October 27, 2023, 20% vest on October 27, 2024, 30% vest on October 27, 2025, and the remaining 35% vest on October 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:41 UTC
Cunningham JeffChief Technology Officer
Tax withholdingCommon Stock Holding 125 $28.95 $3,618.75
Disclosure

SEC source: 0001437749-24-032820 · rdgdoc.xml · nonDerivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,987

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:41 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionCommon Stock Holding 512 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032820 · rdgdoc.xml · nonDerivative · entry 1

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,112

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:28 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 383 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032816 · rdgdoc.xml · derivative · entry 3

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,246

Underlying: Common Stock · 383 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on October 27, 2023, 20% vest on October 27, 2024, 30% vest on October 27, 2025, and the remaining 35% vest on October 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:28 UTC
Fenstermacher ScottSenior Vice President
Tax withholdingCommon Stock Holding 127 $28.95 $3,676.65
Disclosure

SEC source: 0001437749-24-032816 · rdgdoc.xml · nonDerivative · entry 2

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,475

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:28 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionCommon Stock Holding 383 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032816 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,602

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:27 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionRestricted Share Units · Derivative 640 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032814 · rdgdoc.xml · derivative · entry 11

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,077

Underlying: Common Stock · 640 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on October 27, 2023, 20% vest on October 27, 2024, 30% vest on October 27, 2025, and the remaining 35% vest on October 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:27 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Tax withholdingCommon Stock Holding 156 $28.95 $4,516.20
Disclosure

SEC source: 0001437749-24-032814 · rdgdoc.xml · nonDerivative · entry 2

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,752,571

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:27 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionCommon Stock Holding 640 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032814 · rdgdoc.xml · nonDerivative · entry 1

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,752,727

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:26 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 512 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032811 · rdgdoc.xml · derivative · entry 3

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,661

Underlying: Common Stock · 512 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on October 27, 2023, 20% vest on October 27, 2024, 30% vest on October 27, 2025, and the remaining 35% vest on October 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:26 UTC
McQuigg Michael ScottSenior Vice President
Tax withholdingCommon Stock Holding 125 $28.95 $3,618.75
Disclosure

SEC source: 0001437749-24-032811 · rdgdoc.xml · nonDerivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,565

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:26 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionCommon Stock Holding 512 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032811 · rdgdoc.xml · nonDerivative · entry 1

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,690

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:20 UTC
O'Hara Kevin PSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 512 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032807 · rdgdoc.xml · derivative · entry 3

O'Hara Kevin P · CIK 0001390240 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,661

Underlying: Common Stock · 512 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on October 27, 2023, 20% vest on October 27, 2024, 30% vest on October 27, 2025, and the remaining 35% vest on October 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:20 UTC
O'Hara Kevin PSenior Vice President
Tax withholdingCommon Stock Holding 125 $28.95 $3,618.75
Disclosure

SEC source: 0001437749-24-032807 · rdgdoc.xml · nonDerivative · entry 2

O'Hara Kevin P · CIK 0001390240 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,233

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:20 UTC
O'Hara Kevin PSenior Vice President
Exercise / conversionCommon Stock Holding 512 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032807 · rdgdoc.xml · nonDerivative · entry 1

O'Hara Kevin P · CIK 0001390240 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,358

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:19 UTC Exercise / conversionRestricted Share Units · Derivative 512 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032804 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,661

Underlying: Common Stock · 512 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on October 27, 2023, 20% vest on October 27, 2024, 30% vest on October 27, 2025, and the remaining 35% vest on October 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:19 UTC Tax withholdingCommon Stock Holding 125 $28.95 $3,618.75
Disclosure

SEC source: 0001437749-24-032804 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,174

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:19 UTC Exercise / conversionCommon Stock Holding 512 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032804 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,299

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:17 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 640 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032800 · rdgdoc.xml · derivative · entry 3

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,077

Underlying: Common Stock · 640 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on October 27, 2023, 20% vest on October 27, 2024, 30% vest on October 27, 2025, and the remaining 35% vest on October 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:17 UTC
Sousa MichaelExecutive Vice President
Tax withholdingCommon Stock Holding 184 $28.95 $5,326.80
Disclosure

SEC source: 0001437749-24-032800 · rdgdoc.xml · nonDerivative · entry 2

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,646

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:17 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionCommon Stock Holding 640 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032800 · rdgdoc.xml · nonDerivative · entry 1

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,830

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:53 UTC
Coady Trisha LSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 422 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030373 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,390

Underlying: Common Stock · 422 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:53 UTC
Coady Trisha LSenior Vice President
Tax withholdingCommon Stock Holding 103 $28.31 $2,915.93
Disclosure

SEC source: 0001437749-24-030373 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,271

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:53 UTC
Coady Trisha LSenior Vice President
Exercise / conversionCommon Stock Holding 422 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030373 · rdgdoc.xml · nonDerivative · entry 1

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,374

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:52 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 527 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030371 · rdgdoc.xml · derivative · entry 3

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,988

Underlying: Common Stock · 527 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:52 UTC
Collier Michael ManningExecutive Vice President
Tax withholdingCommon Stock Holding 129 $28.31 $3,651.99
Disclosure

SEC source: 0001437749-24-030371 · rdgdoc.xml · nonDerivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,402

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:52 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionCommon Stock Holding 527 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030371 · rdgdoc.xml · nonDerivative · entry 1

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,531

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:51 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 422 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030369 · rdgdoc.xml · derivative · entry 3

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,390

Underlying: Common Stock · 422 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:51 UTC
Cunningham JeffChief Technology Officer
Tax withholdingCommon Stock Holding 103 $28.31 $2,915.93
Disclosure

SEC source: 0001437749-24-030369 · rdgdoc.xml · nonDerivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,600

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:51 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionCommon Stock Holding 422 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030369 · rdgdoc.xml · nonDerivative · entry 1

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,703

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:50 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 316 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030366 · rdgdoc.xml · derivative · entry 3

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,793

Underlying: Common Stock · 316 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:50 UTC
Fenstermacher ScottSenior Vice President
Tax withholdingCommon Stock Holding 105 $28.31 $2,972.55
Disclosure

SEC source: 0001437749-24-030366 · rdgdoc.xml · nonDerivative · entry 2

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,219

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:50 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionCommon Stock Holding 316 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030366 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,324

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:44 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionRestricted Share Units · Derivative 527 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030364 · rdgdoc.xml · derivative · entry 11

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,988

Underlying: Common Stock · 527 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:44 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Tax withholdingCommon Stock Holding 129 $28.31 $3,651.99
Disclosure

SEC source: 0001437749-24-030364 · rdgdoc.xml · nonDerivative · entry 2

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,752,087

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:44 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionCommon Stock Holding 527 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030364 · rdgdoc.xml · nonDerivative · entry 1

FRIST ROBERT A JR · CIK 0001217273 · Director · CEO and Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,752,216

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:43 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 422 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030362 · rdgdoc.xml · derivative · entry 3

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,390

Underlying: Common Stock · 422 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:43 UTC
McQuigg Michael ScottSenior Vice President
Tax withholdingCommon Stock Holding 103 $28.31 $2,915.93
Disclosure

SEC source: 0001437749-24-030362 · rdgdoc.xml · nonDerivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,178

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:43 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionCommon Stock Holding 422 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030362 · rdgdoc.xml · nonDerivative · entry 1

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,281

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:42 UTC
O'Hara Kevin PSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 422 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030359 · rdgdoc.xml · derivative · entry 3

O'Hara Kevin P · CIK 0001390240 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,390

Underlying: Common Stock · 422 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:42 UTC
O'Hara Kevin PSenior Vice President
Tax withholdingCommon Stock Holding 103 $28.31 $2,915.93
Disclosure

SEC source: 0001437749-24-030359 · rdgdoc.xml · nonDerivative · entry 2

O'Hara Kevin P · CIK 0001390240 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,846

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:42 UTC
O'Hara Kevin PSenior Vice President
Exercise / conversionCommon Stock Holding 422 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030359 · rdgdoc.xml · nonDerivative · entry 1

O'Hara Kevin P · CIK 0001390240 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,949

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:40 UTC Exercise / conversionRestricted Share Units · Derivative 422 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030357 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,390

Underlying: Common Stock · 422 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:40 UTC Tax withholdingCommon Stock Holding 103 $28.31 $2,915.93
Disclosure

SEC source: 0001437749-24-030357 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,787

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:40 UTC Exercise / conversionCommon Stock Holding 422 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030357 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,890

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:39 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 527 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030355 · rdgdoc.xml · derivative · entry 3

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,988

Underlying: Common Stock · 527 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:39 UTC
Sousa MichaelExecutive Vice President
Tax withholdingCommon Stock Holding 152 $28.31 $4,303.12
Disclosure

SEC source: 0001437749-24-030355 · rdgdoc.xml · nonDerivative · entry 2

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,190

F2 · shares: Shares withheld for payment of tax liability.

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:39 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionCommon Stock Holding 527 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030355 · rdgdoc.xml · nonDerivative · entry 1

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,342

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Shares acquired on vesting of restricted share units.

Read SEC document
September 18, 2024 Filed Sep 20, 2024 20:21 UTC
Coady Trisha LSenior Vice President
GrantRestricted Share Units · Derivative 2,048 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029761 · rdgdoc.xml · derivative · entry 2

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,048

Underlying: Common Stock · 2,048 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F2 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.