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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

Latest available

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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
March 25, 2024 Filed Mar 25, 2024 20:14 UTC Exercise / conversionRestricted Share Units · Derivative 944 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009215 · rdgdoc.xml · derivative · entry 2

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 944 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 March 17, 2022 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:14 UTC Exercise / conversionCommon Stock Holding 2,092 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009215 · rdgdoc.xml · nonDerivative · entry 1

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,601

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 20:18 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 429 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009221 · rdgdoc.xml · derivative · entry 6

Sousa Michael · CIK 0001485077 · 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 20:18 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,294 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009221 · rdgdoc.xml · derivative · entry 5

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,206

Underlying: Common Stock · 1,294 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 20:18 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,715 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009221 · rdgdoc.xml · derivative · entry 4

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,001

Underlying: Common Stock · 1,715 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 20:18 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,005 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009221 · rdgdoc.xml · derivative · entry 3

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,005 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 20:18 UTC
Sousa MichaelExecutive Vice President
Tax withholdingCommon Stock Holding 1,565 $26.43 $41,362.95
Disclosure

SEC source: 0001437749-24-009221 · rdgdoc.xml · nonDerivative · entry 2

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,815

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

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:18 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionCommon Stock Holding 5,443 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009221 · rdgdoc.xml · nonDerivative · entry 1

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,380

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 20:18 UTC Exercise / conversionRestricted Share Units · Derivative 2,461 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009222 · rdgdoc.xml · derivative · entry 7

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

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 20:18 UTC Exercise / conversionRestricted Share Units · Derivative 343 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009222 · rdgdoc.xml · derivative · entry 6

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

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 20:18 UTC Exercise / conversionRestricted Share Units · Derivative 984 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009222 · rdgdoc.xml · derivative · entry 5

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

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 20:18 UTC Exercise / conversionRestricted Share Units · Derivative 1,565 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009222 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

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 20:18 UTC Exercise / conversionRestricted Share Units · Derivative 1,829 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009222 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,829 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 20:18 UTC Tax withholdingCommon Stock Holding 1,749 $26.43 $46,226.07
Disclosure

SEC source: 0001437749-24-009222 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,468

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

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:18 UTC Exercise / conversionCommon Stock Holding 7,182 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009222 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,217

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 20:15 UTC Exercise / conversionRestricted Share Units · Derivative 1,148 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009217 · rdgdoc.xml · derivative · entry 3

STEAD WILLIAM · CIK 0001217355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,149

Underlying: Common Stock · 1,148 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.

F5 · 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 March 23, 2023 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:15 UTC Exercise / conversionRestricted Share Units · Derivative 944 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009217 · rdgdoc.xml · derivative · entry 2

STEAD WILLIAM · CIK 0001217355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 944 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 March 17, 2022 in three equal installments.

F4 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:15 UTC Exercise / conversionCommon Stock Holding 2,092 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009217 · rdgdoc.xml · nonDerivative · entry 1

STEAD WILLIAM · CIK 0001217355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,754

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 20, 2024 Filed Mar 21, 2024 23:26 UTC
Coady Trisha LSenior Vice President
GrantRestricted Share Units · Derivative 2,240 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008910 · rdgdoc.xml · derivative · entry 2

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,240

Underlying: Common Stock · 2,240 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 23:25 UTC
Collier Michael ManningExecutive Vice President
GrantRestricted Share Units · Derivative 2,800 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008908 · rdgdoc.xml · derivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,800

Underlying: Common Stock · 2,800 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 23:24 UTC
Cunningham JeffChief Technology Officer
GrantRestricted Share Units · Derivative 2,240 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008906 · rdgdoc.xml · derivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,240

Underlying: Common Stock · 2,240 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 23:23 UTC
Fenstermacher ScottSenior Vice President
GrantRestricted Share Units · Derivative 1,680 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008904 · rdgdoc.xml · derivative · entry 2

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,680

Underlying: Common Stock · 1,680 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 23:22 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GrantRestricted Share Units · Derivative 2,800 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008902 · 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: 2,800

Underlying: Common Stock · 2,800 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 23:21 UTC
McQuigg Michael ScottSenior Vice President
GrantRestricted Share Units · Derivative 2,240 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008900 · rdgdoc.xml · derivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,240

Underlying: Common Stock · 2,240 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 23:17 UTC
Sousa MichaelExecutive Vice President
GrantRestricted Share Units · Derivative 2,800 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008894 · rdgdoc.xml · derivative · entry 2

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,800

Underlying: Common Stock · 2,800 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 23:19 UTC
O'Hara Kevin PSenior Vice President
GrantRestricted Share Units · Derivative 2,240 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008898 · 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: 2,240

Underlying: Common Stock · 2,240 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 23:18 UTC GrantRestricted Share Units · Derivative 2,240 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-008896 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,240

Underlying: Common Stock · 2,240 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 March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 11, 2024 Filed Mar 11, 2024 21:42 UTC
GORDON FRANKDirector
GrantCommon Stock Holding 225 $26.70 $6,007.50
Disclosure

SEC source: 0001437749-24-007346 · rdgdoc.xml · nonDerivative · entry 1

GORDON FRANK · CIK 0001059231 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,265

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
February 26, 2024 Filed Feb 26, 2024 21:43 UTC
Sousa MichaelExecutive Vice President
SaleCommon Stock Holding 15,000 $27.25 $408,750.00
Disclosure

SEC source: 0001437749-24-005539 · rdgdoc.xml · nonDerivative · entry 1

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,525

F1 · price: This transaction was executed in multiple trades at prices ranging from $27.19 to $27.35. 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
February 23, 2024 Filed Feb 27, 2024 23:15 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005760 · rdgdoc.xml · derivative · entry 3

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,500

Underlying: Common Stock · 1,500 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: 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. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 15% of the awards vested on February 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:15 UTC
Cunningham JeffChief Technology Officer
Tax withholdingCommon Stock Holding 365 $26.81 $9,785.65
Disclosure

SEC source: 0001437749-24-005760 · rdgdoc.xml · nonDerivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,848

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

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:15 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionCommon Stock Holding 1,500 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005760 · rdgdoc.xml · nonDerivative · entry 1

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,213

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
February 23, 2024 Filed Feb 27, 2024 23:14 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005759 · rdgdoc.xml · derivative · entry 3

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,500

Underlying: Common Stock · 1,500 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: 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. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 15% of the awards vested on February 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:14 UTC
Fenstermacher ScottSenior Vice President
Tax withholdingCommon Stock Holding 577 $26.81 $15,469.37
Disclosure

SEC source: 0001437749-24-005759 · rdgdoc.xml · nonDerivative · entry 2

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,108

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

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:14 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionCommon Stock Holding 1,500 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005759 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,685

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
February 23, 2024 Filed Feb 27, 2024 23:14 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005758 · rdgdoc.xml · derivative · entry 3

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,500

Underlying: Common Stock · 1,500 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: 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. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 15% of the awards vested on February 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:14 UTC
McQuigg Michael ScottSenior Vice President
Tax withholdingCommon Stock Holding 364 $26.81 $9,758.84
Disclosure

SEC source: 0001437749-24-005758 · rdgdoc.xml · nonDerivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,426

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

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:14 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionCommon Stock Holding 1,500 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005758 · rdgdoc.xml · nonDerivative · entry 1

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,790

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
February 23, 2024 Filed Feb 27, 2024 23:13 UTC
O'Hara Kevin PSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005756 · 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: 8,500

Underlying: Common Stock · 1,500 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: 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. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 15% of the awards vested on February 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:13 UTC
O'Hara Kevin PSenior Vice President
Tax withholdingCommon Stock Holding 366 $26.81 $9,812.46
Disclosure

SEC source: 0001437749-24-005756 · 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: 8,478

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

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:13 UTC
O'Hara Kevin PSenior Vice President
Exercise / conversionCommon Stock Holding 1,500 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005756 · 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: 8,844

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
February 23, 2024 Filed Feb 27, 2024 23:12 UTC Exercise / conversionRestricted Share Units · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005755 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,500

Underlying: Common Stock · 1,500 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: 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. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 15% of the awards vested on February 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:12 UTC Tax withholdingCommon Stock Holding 364 $26.81 $9,758.84
Disclosure

SEC source: 0001437749-24-005755 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,035

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

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:12 UTC Exercise / conversionCommon Stock Holding 1,500 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005755 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,399

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
February 23, 2024 Filed Feb 27, 2024 23:11 UTC
Coady Trisha LSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 1,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005754 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,500

Underlying: Common Stock · 1,500 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: 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. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 15% of the awards vested on February 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:11 UTC
Coady Trisha LSenior Vice President
Tax withholdingCommon Stock Holding 366 $26.81 $9,812.46
Disclosure

SEC source: 0001437749-24-005754 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,827

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

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:11 UTC
Coady Trisha LSenior Vice President
Exercise / conversionCommon Stock Holding 1,500 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005754 · rdgdoc.xml · nonDerivative · entry 1

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,193

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
February 23, 2024 Filed Feb 27, 2024 23:11 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 9,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005753 · rdgdoc.xml · derivative · entry 3

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,000

Underlying: Common Stock · 9,000 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: 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. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 15% of the awards vested on February 23, 2024.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:11 UTC
Sousa MichaelExecutive Vice President
Tax withholdingCommon Stock Holding 2,588 $26.81 $69,384.28
Disclosure

SEC source: 0001437749-24-005753 · rdgdoc.xml · nonDerivative · entry 2

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,937

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

Read SEC document
February 23, 2024 Filed Feb 27, 2024 23:11 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionCommon Stock Holding 9,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-005753 · rdgdoc.xml · nonDerivative · entry 1

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,525

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

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