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Nasdaq · USD

HSTM

HEALTHSTREAM INC

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Tapewire entity
5059
SEC CIK
0001095565
Parsed reports
624

Last 12 months

Inside the activity.

0 purchase rows · 8 sale rows

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

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 19, 2025 Filed Mar 21, 2025 20:25 UTC
O'Hara Kevin PExecutive Vice President
GrantRestricted Share Units · Derivative 2,376 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-008749 · 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: 2,376

Underlying: Common Stock · 2,376 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 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 20:24 UTC
Collier Michael ManningExecutive Vice President
GrantRestricted Share Units · Derivative 2,376 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-008748 · rdgdoc.xml · derivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,376

Underlying: Common Stock · 2,376 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 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 20:21 UTC
Coady Trisha LExecutive Vice President
GrantRestricted Share Units · Derivative 2,376 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-008747 · rdgdoc.xml · derivative · entry 2

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,376

Underlying: Common Stock · 2,376 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 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 20:20 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GrantRestricted Share Units · Derivative 2,376 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-008746 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,376

Underlying: Common Stock · 2,376 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 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 21:05 UTC
Fenstermacher ScottSenior Vice President
SaleCommon Stock Holding 2,000 $33.15 $66,300.00
Disclosure

SEC source: 0001437749-25-005709 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,327

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:30 UTC
Coady Trisha LExecutive Vice President
GrantRestricted Share Units · Derivative 12,023 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005604 · rdgdoc.xml · derivative · entry 4

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,023

Underlying: Common Stock · 12,023 shares

Expires not disclosed

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. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period (but not in succeeding periods).

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:30 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005604 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,500

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, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:30 UTC
Coady Trisha LExecutive Vice President
Tax withholdingCommon Stock Holding 593 $32.37 $19,195.41
Disclosure

SEC source: 0001437749-25-005604 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,973

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:30 UTC
Coady Trisha LExecutive Vice President
Exercise / conversionCommon Stock Holding 2,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005604 · rdgdoc.xml · nonDerivative · entry 1

Coady Trisha L · CIK 0001759379 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,566

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, 2025 Filed Feb 28, 2025 14:29 UTC
Collier Michael ManningExecutive Vice President
GrantRestricted Share Units · Derivative 12,023 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005603 · rdgdoc.xml · derivative · entry 4

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,023

Underlying: Common Stock · 12,023 shares

Expires not disclosed

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. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period (but not in succeeding periods).

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:29 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 3,600 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005603 · rdgdoc.xml · derivative · entry 3

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,700

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, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:29 UTC
Collier Michael ManningExecutive Vice President
Tax withholdingCommon Stock Holding 1,047 $32.37 $33,891.39
Disclosure

SEC source: 0001437749-25-005603 · rdgdoc.xml · nonDerivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,406

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:29 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionCommon Stock Holding 3,600 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005603 · rdgdoc.xml · nonDerivative · entry 1

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,453

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, 2025 Filed Feb 28, 2025 14:29 UTC
Cunningham JeffChief Technology Officer
GrantRestricted Share Units · Derivative 3,606 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005602 · rdgdoc.xml · derivative · entry 4

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,606

Underlying: Common Stock · 3,606 shares

Expires not disclosed

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. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period (but not in succeeding periods).

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:29 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005602 · rdgdoc.xml · derivative · entry 3

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,500

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, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:29 UTC
Cunningham JeffChief Technology Officer
Tax withholdingCommon Stock Holding 593 $32.37 $19,195.41
Disclosure

SEC source: 0001437749-25-005602 · rdgdoc.xml · nonDerivative · entry 2

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,394

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:29 UTC
Cunningham JeffChief Technology Officer
Exercise / conversionCommon Stock Holding 2,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005602 · rdgdoc.xml · nonDerivative · entry 1

Cunningham Jeff · CIK 0001712119 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,987

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, 2025 Filed Feb 28, 2025 14:28 UTC
Fenstermacher ScottSenior Vice President
GrantRestricted Share Units · Derivative 3,606 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005601 · rdgdoc.xml · derivative · entry 4

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,606

Underlying: Common Stock · 3,606 shares

Expires not disclosed

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. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period (but not in succeeding periods).

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:28 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005601 · rdgdoc.xml · derivative · entry 3

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,500

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, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:28 UTC
Fenstermacher ScottSenior Vice President
Tax withholdingCommon Stock Holding 659 $32.37 $21,331.83
Disclosure

SEC source: 0001437749-25-005601 · rdgdoc.xml · nonDerivative · entry 2

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,327

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:28 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionCommon Stock Holding 2,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005601 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,986

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, 2025 Filed Feb 28, 2025 14:28 UTC
McQuigg Michael ScottSenior Vice President
GrantRestricted Share Units · Derivative 3,606 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005600 · rdgdoc.xml · derivative · entry 4

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,606

Underlying: Common Stock · 3,606 shares

Expires not disclosed

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. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period (but not in succeeding periods).

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:28 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005600 · rdgdoc.xml · derivative · entry 3

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,500

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, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:28 UTC
McQuigg Michael ScottSenior Vice President
Tax withholdingCommon Stock Holding 593 $32.37 $19,195.41
Disclosure

SEC source: 0001437749-25-005600 · rdgdoc.xml · nonDerivative · entry 2

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,972

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:28 UTC
McQuigg Michael ScottSenior Vice President
Exercise / conversionCommon Stock Holding 2,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005600 · rdgdoc.xml · nonDerivative · entry 1

McQuigg Michael Scott · CIK 0001766223 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,565

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, 2025 Filed Feb 28, 2025 14:27 UTC
O'Hara Kevin PExecutive Vice President
GrantRestricted Share Units · Derivative 12,023 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005599 · 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: 12,023

Underlying: Common Stock · 12,023 shares

Expires not disclosed

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. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period (but not in succeeding periods).

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 610 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005599 · 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: 5,490

Underlying: Common Stock · 610 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 July 1, 2024 through December 31, 2024 was achieved; therefore 10% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005599 · 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: 6,500

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, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC
O'Hara Kevin PExecutive Vice President
Tax withholdingCommon Stock Holding 665 $32.37 $21,526.05
Disclosure

SEC source: 0001437749-25-005599 · 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: 14,178

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC
O'Hara Kevin PExecutive Vice President
Exercise / conversionCommon Stock Holding 2,610 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005599 · 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: 14,843

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, 2025 Filed Feb 28, 2025 14:27 UTC GrantRestricted Share Units · Derivative 3,606 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005598 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,606

Underlying: Common Stock · 3,606 shares

Expires not disclosed

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. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period (but not in succeeding periods).

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005598 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,500

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, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC Tax withholdingCommon Stock Holding 593 $32.37 $19,195.41
Disclosure

SEC source: 0001437749-25-005598 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,581

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC Exercise / conversionCommon Stock Holding 2,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005598 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,174

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, 2025 Filed Feb 28, 2025 14:26 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 12,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005597 · rdgdoc.xml · derivative · entry 3

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,000

Underlying: Common Stock · 12,000 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, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:26 UTC
Sousa MichaelExecutive Vice President
Tax withholdingCommon Stock Holding 3,631 $32.37 $117,535.47
Disclosure

SEC source: 0001437749-25-005597 · rdgdoc.xml · nonDerivative · entry 2

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,015

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:26 UTC
Sousa MichaelExecutive Vice President
Exercise / conversionCommon Stock Holding 12,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005597 · rdgdoc.xml · nonDerivative · entry 1

Sousa Michael · CIK 0001485077 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,646

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
January 30, 2025 Filed Jan 30, 2025 21:30 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 830 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-002262 · rdgdoc.xml · derivative · entry 3

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 830 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 January 26, 2022, 20% vest on January 26, 2023, 30% vest on January 26, 2024, and the remaining 35% vest on January 26, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
January 30, 2025 Filed Jan 30, 2025 21:30 UTC
Fenstermacher ScottSenior Vice President
Tax withholdingCommon Stock Holding 319 $32.62 $10,405.78
Disclosure

SEC source: 0001437749-25-002262 · rdgdoc.xml · nonDerivative · entry 2

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,986

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

Read SEC document
January 30, 2025 Filed Jan 30, 2025 21:30 UTC
Fenstermacher ScottSenior Vice President
Exercise / conversionCommon Stock Holding 830 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-002262 · rdgdoc.xml · nonDerivative · entry 1

Fenstermacher Scott · CIK 0001840759 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,305

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
January 14, 2025 Filed Jan 14, 2025 23:19 UTC
O'Hara Kevin PSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 2,844 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-001147 · rdgdoc.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,844 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 January 8, 2022, 20% vest on January 8, 2023, 30% vest on January 8, 2024, and the remaining 35% vest on January 8, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
January 14, 2025 Filed Jan 14, 2025 23:19 UTC
O'Hara Kevin PSenior Vice President
Tax withholdingCommon Stock Holding 844 $31.38 $26,484.72
Disclosure

SEC source: 0001437749-25-001147 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,233

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

Read SEC document
January 14, 2025 Filed Jan 14, 2025 23:19 UTC
O'Hara Kevin PSenior Vice President
Exercise / conversionCommon Stock Holding 2,844 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-001147 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,077

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 17, 2024 Filed Dec 19, 2024 02:24 UTC
FRIST ROBERT A JRDirector · CEO and Chairman · 10% owner
GiftCommon Stock Holding 6,800 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-037887 · 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: 4,745,771

Read SEC document
November 20, 2024 Filed Nov 26, 2024 02:39 UTC GiftCommon Stock Holding 900 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-036212 · rdgdoc.xml · nonDerivative · entry 1

Taylor Tate Deborah · CIK 0001500801 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,426

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:44 UTC
Coady Trisha LSenior Vice President
Exercise / conversionRestricted Share Units · Derivative 1,712 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032825 · rdgdoc.xml · derivative · entry 3

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,561

Underlying: Common Stock · 1,712 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:44 UTC
Coady Trisha LSenior Vice President
Tax withholdingCommon Stock Holding 417 $28.95 $12,072.15
Disclosure

SEC source: 0001437749-24-032825 · rdgdoc.xml · nonDerivative · entry 2

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,566

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

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:44 UTC
Coady Trisha LSenior Vice President
Exercise / conversionCommon Stock Holding 1,712 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032825 · rdgdoc.xml · nonDerivative · entry 1

Coady Trisha L · CIK 0001759379 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,983

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

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

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:42 UTC
Collier Michael ManningExecutive Vice President
Exercise / conversionRestricted Share Units · Derivative 597 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032823 · rdgdoc.xml · derivative · entry 3

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,939

Underlying: Common Stock · 597 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:42 UTC
Collier Michael ManningExecutive Vice President
Tax withholdingCommon Stock Holding 146 $28.95 $4,226.70
Disclosure

SEC source: 0001437749-24-032823 · rdgdoc.xml · nonDerivative · entry 2

Collier Michael Manning · CIK 0001715401 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,853

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.