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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.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202602
Jun 202601
Jul 202601
Aug 202600
Sep 202601
Oct 202600

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 30, 2026 Filed Mar 31, 2026 12:56 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,460 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010514 · rdgdoc.xml · derivative · entry 7

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,076

Underlying: Common Stock · 2,460 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. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 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, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 12:56 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,722 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010514 · rdgdoc.xml · derivative · entry 6

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,722 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 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 30, 2026 Filed Mar 31, 2026 12:56 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 686 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010514 · rdgdoc.xml · derivative · entry 5

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 686 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 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 30, 2026 Filed Mar 31, 2026 12:56 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010514 · rdgdoc.xml · derivative · entry 4

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,456

Underlying: Common Stock · 448 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 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 12:56 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 356 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010514 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,020

Underlying: Common Stock · 356 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 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 12:56 UTC
Coady Trisha LExecutive Vice President
Tax withholdingCommon Stock Holding 1,382 $21.25 $29,367.50
Disclosure

SEC source: 0001437749-26-010514 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,495

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

Read SEC document
March 30, 2026 Filed Mar 31, 2026 12:56 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionCommon Stock Holding 5,672 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010514 · rdgdoc.xml · nonDerivative · entry 1

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,877

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 30, 2026 Filed Mar 31, 2026 12:55 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 3,445 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010512 · rdgdoc.xml · derivative · entry 7

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,306

Underlying: Common Stock · 3,445 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. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 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, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 12:55 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,067 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010512 · rdgdoc.xml · derivative · entry 6

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,067 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 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 30, 2026 Filed Mar 31, 2026 12:55 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 857 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010512 · rdgdoc.xml · derivative · entry 5

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Stock · 857 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 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 30, 2026 Filed Mar 31, 2026 12:55 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 560 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010512 · rdgdoc.xml · derivative · entry 4

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,820

Underlying: Common Stock · 560 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 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 12:55 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 356 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010512 · rdgdoc.xml · derivative · entry 3

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,020

Underlying: Common Stock · 356 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 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 12:55 UTC
Collier Michael ManningExecutive Vice President
Tax withholdingCommon Stock Holding 1,774 $21.25 $37,697.50
Disclosure

SEC source: 0001437749-26-010512 · rdgdoc.xml · nonDerivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,293

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

Read SEC document
March 30, 2026 Filed Mar 31, 2026 12:55 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionCommon Stock Holding 7,285 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010512 · rdgdoc.xml · nonDerivative · entry 1

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,067

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 18, 2026 Filed Mar 24, 2026 20:39 UTC
Coady Trisha LExecutive Vice President
GrantRestricted Share Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009625 · rdgdoc.xml · derivative · entry 2

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 18, 2026 Filed Mar 24, 2026 20:40 UTC GrantRestricted Share Units · Derivative 2,911 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009628 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,911

Underlying: Common Stock · 2,911 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 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 18, 2026 Filed Mar 24, 2026 20:42 UTC
LoPresto Jennifer HayesSenior Vice President
GrantRestricted Share Units · Derivative 2,183 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009632 · rdgdoc.xml · derivative · entry 2

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,183

Underlying: Common Stock · 2,183 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 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 18, 2026 Filed Mar 24, 2026 20:38 UTC
McQuigg Michael ScottSenior Vice President
GrantRestricted Share Units · Derivative 2,911 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009624 · rdgdoc.xml · derivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,911

Underlying: Common Stock · 2,911 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 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 18, 2026 Filed Mar 24, 2026 20:37 UTC
Cunningham JeffChief Technology Officer
GrantRestricted Share Units · Derivative 2,911 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009622 · rdgdoc.xml · derivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,911

Underlying: Common Stock · 2,911 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 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 18, 2026 Filed Mar 24, 2026 20:36 UTC
Collier Michael ManningExecutive Vice President
GrantRestricted Share Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009620 · rdgdoc.xml · derivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 18, 2026 Filed Mar 24, 2026 20:35 UTC
O'Hara Kevin PExecutive Vice President
GrantRestricted Share Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009617 · rdgdoc.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 18, 2026 Filed Mar 24, 2026 20:29 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GrantRestricted Share Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009604 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:38 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,803 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006119 · rdgdoc.xml · derivative · entry 4

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,220

Underlying: Common Stock · 1,803 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: 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 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:38 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006119 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,500

Underlying: Common Stock · 2,000 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, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on February 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:38 UTC
Coady Trisha LExecutive Vice President
Tax withholdingCommon Stock Holding 1,128 $22.09 $24,917.52
Disclosure

SEC source: 0001437749-26-006119 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,205

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

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:38 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionCommon Stock Holding 3,803 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006119 · rdgdoc.xml · nonDerivative · entry 1

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,333

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 27, 2026 Filed Feb 27, 2026 21:38 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,803 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006118 · rdgdoc.xml · derivative · entry 4

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,220

Underlying: Common Stock · 1,803 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: 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 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:38 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 3,600 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006118 · rdgdoc.xml · derivative · entry 3

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,100

Underlying: Common Stock · 3,600 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, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on February 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:38 UTC
Collier Michael ManningExecutive Vice President
Tax withholdingCommon Stock Holding 1,602 $22.09 $35,388.18
Disclosure

SEC source: 0001437749-26-006118 · rdgdoc.xml · nonDerivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,782

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

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:38 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionCommon Stock Holding 5,403 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006118 · rdgdoc.xml · nonDerivative · entry 1

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,384

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 27, 2026 Filed Feb 27, 2026 21:37 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 541 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006117 · rdgdoc.xml · derivative · entry 4

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,065

Underlying: Common Stock · 541 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: 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 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:37 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006117 · rdgdoc.xml · derivative · entry 3

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,500

Underlying: Common Stock · 2,000 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, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on February 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:37 UTC
Cunningham JeffChief Technology Officer
Tax withholdingCommon Stock Holding 754 $22.09 $16,655.86
Disclosure

SEC source: 0001437749-26-006117 · rdgdoc.xml · nonDerivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,276

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

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:37 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionCommon Stock Holding 2,541 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006117 · rdgdoc.xml · nonDerivative · entry 1

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,030

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 27, 2026 Filed Feb 27, 2026 21:37 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 541 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006116 · rdgdoc.xml · derivative · entry 4

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,065

Underlying: Common Stock · 541 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: 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 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:37 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006116 · rdgdoc.xml · derivative · entry 3

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,500

Underlying: Common Stock · 2,000 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, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on February 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:37 UTC
McQuigg Michael ScottSenior Vice President
Tax withholdingCommon Stock Holding 754 $22.09 $16,655.86
Disclosure

SEC source: 0001437749-26-006116 · rdgdoc.xml · nonDerivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,954

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

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:37 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionCommon Stock Holding 2,541 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006116 · rdgdoc.xml · nonDerivative · entry 1

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,708

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 27, 2026 Filed Feb 27, 2026 21:36 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 1,803 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006115 · rdgdoc.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,220

Underlying: Common Stock · 1,803 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: 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 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:36 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 915 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006115 · rdgdoc.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,575

Underlying: Common Stock · 915 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: 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. 10% vest on February 23, 2025 for the period July 1, 2024 through December 31, 2024; 15% 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; 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027; and 30% vest on February 23, 2029 for the period January 1, 2028 through December 31, 2028. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:36 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006115 · rdgdoc.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,500

Underlying: Common Stock · 2,000 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, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on February 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:36 UTC
O'Hara Kevin PExecutive Vice President
Tax withholdingCommon Stock Holding 1,399 $22.09 $30,903.91
Disclosure

SEC source: 0001437749-26-006115 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,692

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

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:36 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionCommon Stock Holding 4,718 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006115 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,091

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 27, 2026 Filed Feb 27, 2026 21:35 UTC Exercise / conversionRestricted Share Units · Derivative 541 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006114 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,065

Underlying: Common Stock · 541 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: 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 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:35 UTC Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006114 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,500

Underlying: Common Stock · 2,000 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, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on February 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:35 UTC Tax withholdingCommon Stock Holding 754 $22.09 $16,655.86
Disclosure

SEC source: 0001437749-26-006114 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,563

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

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:35 UTC Exercise / conversionCommon Stock Holding 2,541 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006114 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,317

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
December 15, 2025 Filed Dec 16, 2025 21:34 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GiftCommon Stock Holding 400,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-038027 · rdgdoc.xml · nonDerivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Bobby and Melissa Frist Children's 2012 GST-Exempt Trust

Disclosed balance after: 995,000

Read SEC document
December 15, 2025 Filed Dec 16, 2025 21:34 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GiftCommon Stock Holding 527,918 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-038027 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,058,552

F1 · shares: On December 15, 2025, the reporting person (i) transferred 400,000 shares of HSTM common stock to the Bobby and Melissa Frist Children's 2012 GST-Exempt Trust for no consideration, and (ii) transferred 127,918 shares of HSTM common stock via gifts to various non-family member persons for no consideration. The reporting person's spouse is the trustee of the noted trust.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 23:05 UTC Amendment
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GiftCommon Stock Holding 527,710 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-038199 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,058,760

F1 · shares: The original Form 4, filed December 16, 2025, is being amended by this Form 4 Amendment solely to correct an administrative error, which incorrectly reported 527,918 shares were transferred by gift, while the correct amount is 527,710. As a result, the total number of securities beneficially owned following the transactions reported on the original Form 4 and this Form 4 Amendment was 4,058,760.

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.