Tapewire

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

Insider transactions

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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
December 15, 2025 Filed Feb 28, 2026 00:56 UTC Amendment
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GiftCommon Stock Holding 527,918 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006161 · 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: 4,048,052

F1 · shares: This Form 4 amendment is being filed solely to correct an administrative error associated with the Form 4/A filed by the reporting person on December 17, 2025 (the "December Form 4/A"), which amended a Form 4 filed on December 16, 2025 (the "Original Form 4"). The December Form 4/A was filed in connection with a determination that 208 shares were not transferred by the reporting person by gift on December 15, 2025, which transfer had been included within the total number of shares transferred on such date by gift as reported on the Original Form 4. Following the filing of the December Form 4/A, it was determined that such transfer of 208 shares via gift had in fact been executed on December 15, 2025, and as such this Form 4 amendment is being filed to report that (after taking into account such transfer) 527,918 shares were transferred via gift on December 15, 2025 (as was reported on the Original Form 4), rather than 527,710 shares (as was reported on the December Form 4/A).

F2 · balance_after: Reflects the amount of securities directly beneficially owned by the reporting person as of the date hereof.

Read SEC document
December 10, 2025 Filed Dec 10, 2025 23:31 UTC
Cunningham JeffChief Technology Officer
SaleCommon Stock Holding 2,100 $24.09 $50,589.00
Disclosure

SEC source: 0001437749-25-037449 · rdgdoc.xml · nonDerivative · entry 1

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,489

F1 · price: This transaction was executed in multiple trades at prices ranging from $24.06 to $24.12. 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
December 09, 2025 Filed Dec 9, 2025 22:21 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Disposition to issuerCommon Stock Holding 157,778 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037282 · 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: 4,586,470

F1 · shares: On December 9, 2025, Robert A. Frist, Jr., the chief executive officer of HealthStream, Inc. (the "Company"), contributed 146,286 of his shares of Company common stock to the Company without any consideration paid to Mr. Frist. This contribution is for the benefit of over 700 employees, excluding executives, vice presidents, and associate vice presidents. The Company has approved the grant of that same number of shares contributed by Mr. Frist under its 2022 Omnibus Incentive Plan to eligible employees, which shares will be issued effective immediately and will not be subject to any vesting condition. In addition, on December 9, 2025, Mr. Frist contributed an additional 11,492 shares to the Company, without consideration paid to Mr. Frist, which amount is equivalent to the estimated Company costs associated with the equity grants, such as administrative expenses and employer payroll taxes, which will be associated with the grants.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:26 UTC
O'Hara Kevin PExecutive Vice President
GrantEmployee Stock Option (right to buy) · Derivative 9,402 $0.00 Strike: $23.93 $0.00
Disclosure

SEC source: 0001437749-25-037586 · 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: 9,402

Underlying: Common Stock · 9,402 shares

Expires 2035-12-09

F4 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:26 UTC
O'Hara Kevin PExecutive Vice President
GrantRestricted Share Units · Derivative 3,134 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037586 · 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: 3,134

Underlying: Common Stock · 3,134 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 December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:23 UTC
McQuigg Michael ScottSenior Vice President
GrantEmployee Stock Option (right to buy) · Derivative 7,522 $0.00 Strike: $23.93 $0.00
Disclosure

SEC source: 0001437749-25-037584 · rdgdoc.xml · derivative · entry 3

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,522

Underlying: Common Stock · 7,522 shares

Expires 2035-12-09

F4 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:23 UTC
McQuigg Michael ScottSenior Vice President
GrantRestricted Share Units · Derivative 2,507 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037584 · rdgdoc.xml · derivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,507

Underlying: Common Stock · 2,507 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 December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:20 UTC
Cunningham JeffChief Technology Officer
GrantEmployee Stock Option (right to buy) · Derivative 7,522 $0.00 Strike: $23.93 $0.00
Disclosure

SEC source: 0001437749-25-037582 · rdgdoc.xml · derivative · entry 3

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,522

Underlying: Common Stock · 7,522 shares

Expires 2035-12-09

F4 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:20 UTC
Cunningham JeffChief Technology Officer
GrantRestricted Share Units · Derivative 2,507 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037582 · rdgdoc.xml · derivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,507

Underlying: Common Stock · 2,507 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 December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:19 UTC
Collier Michael ManningExecutive Vice President
GrantEmployee Stock Option (right to buy) · Derivative 9,402 $0.00 Strike: $23.93 $0.00
Disclosure

SEC source: 0001437749-25-037580 · rdgdoc.xml · derivative · entry 3

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,402

Underlying: Common Stock · 9,402 shares

Expires 2035-12-09

F4 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:19 UTC
Collier Michael ManningExecutive Vice President
GrantRestricted Share Units · Derivative 3,134 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037580 · rdgdoc.xml · derivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,134

Underlying: Common Stock · 3,134 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 December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:16 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GrantEmployee Stock Option (right to buy) · Derivative 9,402 $0.00 Strike: $23.93 $0.00
Disclosure

SEC source: 0001437749-25-037577 · rdgdoc.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,402

Underlying: Common Stock · 9,402 shares

Expires 2035-12-09

F4 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:16 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GrantRestricted Share Units · Derivative 3,134 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037577 · 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: 3,134

Underlying: Common Stock · 3,134 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 December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:14 UTC
Coady Trisha LExecutive Vice President
GrantEmployee Stock Option (right to buy) · Derivative 9,402 $0.00 Strike: $23.93 $0.00
Disclosure

SEC source: 0001437749-25-037573 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,402

Underlying: Common Stock · 9,402 shares

Expires 2035-12-09

F4 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:14 UTC
Coady Trisha LExecutive Vice President
GrantRestricted Share Units · Derivative 3,134 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037573 · rdgdoc.xml · derivative · entry 2

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,134

Underlying: Common Stock · 3,134 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 December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:12 UTC GrantEmployee Stock Option (right to buy) · Derivative 7,522 $0.00 Strike: $23.93 $0.00
Disclosure

SEC source: 0001437749-25-037569 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,522

Underlying: Common Stock · 7,522 shares

Expires 2035-12-09

F4 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:12 UTC GrantRestricted Share Units · Derivative 2,507 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037569 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,507

Underlying: Common Stock · 2,507 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 December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 08, 2025 Filed Dec 8, 2025 22:01 UTC
O'Hara Kevin PExecutive Vice President
SaleCommon Stock Holding 2,000 $24.26 $48,520.20
Disclosure

SEC source: 0001437749-25-037176 · 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: 16,373

F1 · price: This transaction was executed in multiple trades at prices ranging from $24.25 to $24.29. 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
December 08, 2025 Filed Dec 9, 2025 22:02 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GiftCommon Stock Holding 6,800 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037275 · 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: 4,744,248

Read SEC document
December 02, 2025 Filed Dec 2, 2025 22:15 UTC GiftCommon Stock Holding 394 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-036680 · rdgdoc.xml · nonDerivative · entry 1

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,551

Read SEC document
December 01, 2025 Filed Dec 2, 2025 22:14 UTC GiftCommon Stock Holding 40 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-036679 · rdgdoc.xml · nonDerivative · entry 1

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,945

Read SEC document
November 28, 2025 Filed Dec 2, 2025 22:12 UTC GiftCommon Stock Holding 1,142 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-036678 · rdgdoc.xml · nonDerivative · entry 1

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,985

Read SEC document
November 26, 2025 Filed Dec 1, 2025 22:42 UTC SaleCommon Stock Holding 1,580 $25.46 $40,226.80
Disclosure

SEC source: 0001437749-25-036582 · rdgdoc.xml · nonDerivative · entry 1

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,127

F1 · price: This transaction was executed in multiple trades at prices ranging from $25.40 to $25.53. 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
October 30, 2025 Filed Oct 31, 2025 20:31 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,566 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032605 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,995

Underlying: Common Stock · 2,566 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:31 UTC
Coady Trisha LExecutive Vice President
Tax withholdingCommon Stock Holding 625 $25.83 $16,143.75
Disclosure

SEC source: 0001437749-25-032605 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,530

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:31 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionCommon Stock Holding 2,566 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032605 · rdgdoc.xml · nonDerivative · entry 1

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,155

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

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:30 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 895 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032604 · rdgdoc.xml · derivative · entry 3

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,044

Underlying: Common Stock · 895 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:30 UTC
Collier Michael ManningExecutive Vice President
Tax withholdingCommon Stock Holding 218 $25.83 $5,630.94
Disclosure

SEC source: 0001437749-25-032604 · rdgdoc.xml · nonDerivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,981

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:30 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionCommon Stock Holding 895 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032604 · rdgdoc.xml · nonDerivative · entry 1

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,199

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

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:29 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 766 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032603 · rdgdoc.xml · derivative · entry 3

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 895

Underlying: Common Stock · 766 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:29 UTC
Cunningham JeffChief Technology Officer
Tax withholdingCommon Stock Holding 187 $25.83 $4,830.21
Disclosure

SEC source: 0001437749-25-032603 · rdgdoc.xml · nonDerivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,589

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:29 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionCommon Stock Holding 766 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032603 · rdgdoc.xml · nonDerivative · entry 1

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,776

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

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:28 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 575 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032602 · rdgdoc.xml · derivative · entry 3

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 671

Underlying: Common Stock · 575 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:28 UTC
Fenstermacher ScottSenior Vice President
Tax withholdingCommon Stock Holding 195 $25.83 $5,036.85
Disclosure

SEC source: 0001437749-25-032602 · rdgdoc.xml · nonDerivative · entry 2

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,837

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:28 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionCommon Stock Holding 575 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032602 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,032

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

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:28 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 766 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032601 · rdgdoc.xml · derivative · entry 3

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 895

Underlying: Common Stock · 766 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:28 UTC
McQuigg Michael ScottSenior Vice President
Tax withholdingCommon Stock Holding 187 $25.83 $4,830.21
Disclosure

SEC source: 0001437749-25-032601 · rdgdoc.xml · nonDerivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,167

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:28 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionCommon Stock Holding 766 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032601 · rdgdoc.xml · nonDerivative · entry 1

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,354

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

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC Exercise / conversionRestricted Share Units · Derivative 766 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032599 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 895

Underlying: Common Stock · 766 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC Tax withholdingCommon Stock Holding 187 $25.83 $4,830.21
Disclosure

SEC source: 0001437749-25-032599 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,776

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC Exercise / conversionCommon Stock Holding 766 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032599 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,963

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

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:27 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 766 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032600 · 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: 895

Underlying: Common Stock · 766 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:27 UTC
O'Hara Kevin PExecutive Vice President
Tax withholdingCommon Stock Holding 187 $25.83 $4,830.21
Disclosure

SEC source: 0001437749-25-032600 · 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: 18,373

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:27 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionCommon Stock Holding 766 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032600 · 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: 18,560

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

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionRestricted Share Units · Derivative 958 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032598 · 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: 1,119

Underlying: Common Stock · 958 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Tax withholdingCommon Stock Holding 234 $25.83 $6,044.22
Disclosure

SEC source: 0001437749-25-032598 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,751,048

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
Exercise / conversionCommon Stock Holding 958 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032598 · 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: 4,751,282

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

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

Read SEC document
September 29, 2025 Filed Sep 29, 2025 20:40 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 307 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-030044 · rdgdoc.xml · derivative · entry 4

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,741

Underlying: Common Stock · 307 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 September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 29, 2025 Filed Sep 29, 2025 20:40 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 562 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-030044 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,828

Underlying: Common Stock · 562 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 29, 2025 Filed Sep 29, 2025 20:40 UTC
Coady Trisha LExecutive Vice President
Tax withholdingCommon Stock Holding 212 $29.08 $6,164.96
Disclosure

SEC source: 0001437749-25-030044 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,589

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

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.