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Nasdaq · USD

HSTM

HEALTHSTREAM INC

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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.
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MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202602
Jun 202601
Jul 202601
Aug 202600
Sep 202601
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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
September 18, 2024 Filed Sep 20, 2024 20:20 UTC
Collier Michael ManningExecutive Vice President
GrantRestricted Share Units · Derivative 2,560 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029758 · rdgdoc.xml · derivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,560

Underlying: Common Stock · 2,560 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
September 18, 2024 Filed Sep 20, 2024 20:20 UTC
Cunningham JeffChief Technology Officer
GrantRestricted Share Units · Derivative 2,048 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029757 · rdgdoc.xml · derivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

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
September 18, 2024 Filed Sep 20, 2024 20:19 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GrantRestricted Share Units · Derivative 2,560 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029756 · rdgdoc.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,560

Underlying: Common Stock · 2,560 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
September 18, 2024 Filed Sep 20, 2024 20:18 UTC
Sousa MichaelExecutive Vice President
GrantRestricted Share Units · Derivative 2,560 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029755 · rdgdoc.xml · derivative · entry 2

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,560

Underlying: Common Stock · 2,560 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
September 18, 2024 Filed Sep 20, 2024 20:17 UTC
O'Hara Kevin PSenior Vice President
GrantRestricted Share Units · Derivative 2,048 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029753 · rdgdoc.xml · derivative · entry 2

O'Hara Kevin P · CIK 0001390240 · 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
September 18, 2024 Filed Sep 20, 2024 20:18 UTC
McQuigg Michael ScottSenior Vice President
GrantRestricted Share Units · Derivative 2,048 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029754 · rdgdoc.xml · derivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · 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
September 18, 2024 Filed Sep 20, 2024 20:17 UTC GrantRestricted Share Units · Derivative 2,048 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029751 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

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
September 18, 2024 Filed Sep 20, 2024 20:16 UTC
Fenstermacher ScottSenior Vice President
GrantRestricted Share Units · Derivative 1,536 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029750 · rdgdoc.xml · derivative · entry 2

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,536

Underlying: Common Stock · 1,536 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
August 29, 2024 Filed Aug 29, 2024 20:44 UTC SaleCommon Stock Holding 1,400 $28.53 $39,937.52
Disclosure

SEC source: 0001437749-24-028047 · rdgdoc.xml · nonDerivative · entry 1

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,326

F1 · price: This transaction was executed in multiple trades at prices ranging from $28.47 to $28.58. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 20:18 UTC
Fenstermacher ScottSenior Vice President
SaleCommon Stock Holding 1,000 $28.99 $28,990.30
Disclosure

SEC source: 0001437749-24-027851 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,008

Read SEC document
August 23, 2024 Filed Aug 27, 2024 20:20 UTC
O'Hara Kevin PSenior Vice President
GrantRestricted Share Units · Derivative 6,100 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-027853 · rdgdoc.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,100

Underlying: Common Stock · 6,100 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: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. Up to 10% vest on February 23, 2025 for the period July 1, 2024 through December 31, 2024; up to 15% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; up to 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; up to 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027; and up to 30% vest on February 23, 2029 for the period January 1, 2028 through December 31, 2028. Vesting will be determined based on actual performance. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
August 07, 2024 Filed Aug 9, 2024 20:34 UTC
O'Hara Kevin PSenior Vice President
SaleCommon Stock Holding 3,000 $28.03 $84,090.00
Disclosure

SEC source: 0001437749-24-025895 · 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: 9,527

F1 · price: This transaction was executed in multiple trades at the price of $28.03. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:07 UTC
GORDON FRANKDirector
Exercise / conversionRestricted Share Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019499 · rdgdoc.xml · derivative · entry 8

GORDON FRANK · CIK 0001059231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,252

Underlying: Common Stock · 1,125 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.

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:07 UTC
GORDON FRANKDirector
Exercise / conversionCommon Stock Holding 1,125 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019499 · rdgdoc.xml · nonDerivative · entry 1

GORDON FRANK · CIK 0001059231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206,467

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
June 06, 2024 Filed Jun 6, 2024 21:06 UTC Exercise / conversionRestricted Share Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019497 · rdgdoc.xml · derivative · entry 2

DENT THOMPSON · CIK 0001217277 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,252

Underlying: Common Stock · 1,125 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.

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:06 UTC Exercise / conversionCommon Stock Holding 1,125 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019497 · rdgdoc.xml · nonDerivative · entry 1

DENT THOMPSON · CIK 0001217277 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,546

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
June 06, 2024 Filed Jun 6, 2024 21:06 UTC Exercise / conversionRestricted Share Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019496 · rdgdoc.xml · derivative · entry 2

Jahangir Amir Alex · CIK 0001981281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,252

Underlying: Common Stock · 1,125 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.

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:06 UTC Exercise / conversionCommon Stock Holding 1,125 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019496 · rdgdoc.xml · nonDerivative · entry 1

Jahangir Amir Alex · CIK 0001981281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,125

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
June 06, 2024 Filed Jun 6, 2024 21:05 UTC Exercise / conversionRestricted Share Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019494 · rdgdoc.xml · derivative · entry 2

MCLAREN JEFFREY L · CIK 0001217354 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,252

Underlying: Common Stock · 1,125 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.

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:05 UTC Exercise / conversionCommon Stock Holding 1,125 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019494 · rdgdoc.xml · nonDerivative · entry 1

MCLAREN JEFFREY L · CIK 0001217354 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,319

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
June 06, 2024 Filed Jun 6, 2024 21:05 UTC Exercise / conversionRestricted Share Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019493 · rdgdoc.xml · derivative · entry 2

RAPPUHN TERRY ALLISON · CIK 0001268641 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,252

Underlying: Common Stock · 1,125 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.

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:05 UTC Exercise / conversionCommon Stock Holding 1,125 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019493 · rdgdoc.xml · nonDerivative · entry 1

RAPPUHN TERRY ALLISON · CIK 0001268641 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,782

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
June 06, 2024 Filed Jun 6, 2024 21:04 UTC Exercise / conversionRestricted Share Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019492 · rdgdoc.xml · derivative · entry 2

REBROVICK LINDA · CIK 0001217283 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,252

Underlying: Common Stock · 1,125 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.

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:04 UTC Exercise / conversionCommon Stock Holding 1,125 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019492 · rdgdoc.xml · nonDerivative · entry 1

REBROVICK LINDA · CIK 0001217283 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,900

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
June 06, 2024 Filed Jun 6, 2024 21:04 UTC Exercise / conversionRestricted Share Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019491 · rdgdoc.xml · derivative · entry 2

STEAD WILLIAM · CIK 0001217355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,252

Underlying: Common Stock · 1,125 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.

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:04 UTC Exercise / conversionCommon Stock Holding 1,125 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019491 · rdgdoc.xml · nonDerivative · entry 1

STEAD WILLIAM · CIK 0001217355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,879

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
June 06, 2024 Filed Jun 6, 2024 21:03 UTC Exercise / conversionRestricted Share Units · Derivative 1,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019490 · rdgdoc.xml · derivative · entry 2

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,252

Underlying: Common Stock · 1,125 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.

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
June 06, 2024 Filed Jun 6, 2024 21:03 UTC Exercise / conversionCommon Stock Holding 1,125 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019490 · rdgdoc.xml · nonDerivative · entry 1

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,726

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
May 30, 2024 Filed Jun 3, 2024 20:39 UTC
GORDON FRANKDirector
GrantRestricted Share Units · Derivative 3,018 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019052 · rdgdoc.xml · derivative · entry 8

GORDON FRANK · CIK 0001059231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,018

Underlying: Common Stock · 3,018 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:39 UTC
GORDON FRANKDirector
GrantCommon Stock Holding 985 $27.17 $26,762.45
Disclosure

SEC source: 0001437749-24-019052 · rdgdoc.xml · nonDerivative · entry 1

GORDON FRANK · CIK 0001059231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,342

F1 · shares: Shares represent stock the reporting person elected to receive in lieu of cash payable for service on the Company's Board of Directors.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:37 UTC GrantRestricted Share Units · Derivative 3,018 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019050 · rdgdoc.xml · derivative · entry 2

DENT THOMPSON · CIK 0001217277 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,018

Underlying: Common Stock · 3,018 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 RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:35 UTC GrantRestricted Share Units · Derivative 3,018 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019049 · rdgdoc.xml · derivative · entry 2

Jahangir Amir Alex · CIK 0001981281 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,018

Underlying: Common Stock · 3,018 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 RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:33 UTC GrantRestricted Share Units · Derivative 3,018 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019046 · rdgdoc.xml · derivative · entry 2

MCLAREN JEFFREY L · CIK 0001217354 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,018

Underlying: Common Stock · 3,018 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 RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:31 UTC GrantRestricted Share Units · Derivative 3,018 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019045 · rdgdoc.xml · derivative · entry 2

REBROVICK LINDA · CIK 0001217283 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,018

Underlying: Common Stock · 3,018 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 RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:29 UTC GrantRestricted Share Units · Derivative 3,018 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019042 · rdgdoc.xml · derivative · entry 2

RAPPUHN TERRY ALLISON · CIK 0001268641 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,018

Underlying: Common Stock · 3,018 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 RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:28 UTC GrantRestricted Share Units · Derivative 3,018 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019040 · rdgdoc.xml · derivative · entry 2

STEAD WILLIAM · CIK 0001217355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,018

Underlying: Common Stock · 3,018 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 RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 30, 2024 Filed Jun 3, 2024 20:26 UTC GrantRestricted Share Units · Derivative 3,018 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-019037 · rdgdoc.xml · derivative · entry 2

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,018

Underlying: Common Stock · 3,018 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 RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 01, 2024 Filed May 1, 2024 23:10 UTC
Fenstermacher ScottSenior Vice President
SaleCommon Stock Holding 1,000 $26.19 $26,185.80
Disclosure

SEC source: 0001437749-24-014224 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,008

F1 · price: This transaction was executed in multiple trades at prices ranging from $26.17 to $26.20. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Coady Trisha LSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 2,461 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009237 · rdgdoc.xml · derivative · entry 7

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,997

Underlying: Common Stock · 2,461 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.

F9 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. Up to 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; up to 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; up to 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; up to 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and up to 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 20% of the awards vested on March 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Coady Trisha LSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 343 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009237 · rdgdoc.xml · derivative · entry 6

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,943

Underlying: Common Stock · 343 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.

F8 · 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 March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Coady Trisha LSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 984 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009237 · rdgdoc.xml · derivative · entry 5

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,199

Underlying: Common Stock · 984 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.

F7 · 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 March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Coady Trisha LSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 1,565 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009237 · rdgdoc.xml · derivative · entry 4

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,825

Underlying: Common Stock · 1,565 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.

F6 · 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 March 17, 2022, 20% vest on March 17, 2023, 30% vest on March 17, 2024, and the remaining 35% vest on March 17, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Coady Trisha LSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 2,744 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009237 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,744 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 March 11, 2021, 20% vest on March 11, 2022, 30% vest on March 11, 2023, and the remaining 35% vest on March 11, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Coady Trisha LSenior Vice President
Tax withholdingCommon Stock Holding 1,972 $26.43 $52,119.96
Disclosure

SEC source: 0001437749-24-009237 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,952

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

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Coady Trisha LSenior Vice President
Exercise / conversionCommon Stock Holding 8,097 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009237 · rdgdoc.xml · nonDerivative · entry 1

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,924

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
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 3,444 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009236 · rdgdoc.xml · derivative · entry 7

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,196

Underlying: Common Stock · 3,444 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.

F9 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. Up to 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; up to 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; up to 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; up to 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and up to 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 20% of the awards vested on March 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 429 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009236 · rdgdoc.xml · derivative · entry 6

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,428

Underlying: Common Stock · 429 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.

F8 · 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 March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,181 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009236 · rdgdoc.xml · derivative · entry 5

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,839

Underlying: Common Stock · 1,181 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.

F7 · 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 March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,565 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009236 · rdgdoc.xml · derivative · entry 4

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,825

Underlying: Common Stock · 1,565 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.

F6 · 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 March 17, 2022, 20% vest on March 17, 2023, 30% vest on March 17, 2024, and the remaining 35% vest on March 17, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:25 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,744 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009236 · rdgdoc.xml · derivative · entry 3

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,744 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 March 11, 2021, 20% vest on March 11, 2022, 30% vest on March 11, 2023, and the remaining 35% vest on March 11, 2024.

F5 · 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.