Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CapStar Financial Holdings, Inc.CSTR · Entity 92431 | Director | March 04, 2020 | March 06, 2020 |
| HEALTHSTREAM INCHSTM · Entity 5059 | Director | March 15, 2019 | March 19, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CapStar Financial Holdings, Inc.
Report date March 04, 2020 · Filed March 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,309 |
Reported balance
After 2020-03-04 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2020-03-04 · Grant · Acquired 4,309 · Balance 4,309 F1: The reported item represents an award of restricted stock which vests in three approximately equal installments beginning on the first anniversary of the March 4, 2020 grant date. |
| Common StockSEC Table I · non-derivative | Direct | 9,879 |
Reported balance
Holding disclosure · report date 2020-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,879 |
| Common StockSEC Table I · non-derivative | Direct | 1,272 |
Reported balance
Holding disclosure · report date 2020-03-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,272 F2: The reported item represents an award of restricted stock which vests in three equal installments beginning on the first anniversary of the March 6, 2019 grant date. As of the date of this report, 636 shares have vested. The remaining 1,272 shares of restricted stock under this award vest in equal installments on the second and third anniversaries of the grant date, or March 6, 2021 and March 6, 2022, respectively. |
| Common StockSEC Table I · non-derivative | Direct | 589 |
Reported balance
Holding disclosure · report date 2020-03-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 589 F3: The reported item represents an award of restricted stock which vests in three approximately equal installments beginning on the first anniversary of the March 6, 2018 grant date. As of the date of this report, 1,177 shares have vested. The remaining 589 shares of restricted stock under this award vest on the third anniversary of the March 6, 2018 grant date, or March 6, 2021. |
| Common StockSEC Table I · non-derivative | IndirectCHARLES SCHWAB & CO INC CUST DALE W POLLEY IRA ROLLOVER | 31,489 |
Reported balance
Holding disclosure · report date 2020-03-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 31,489 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported item represents an award of restricted stock which vests in three approximately equal installments beginning on the first anniversary of the March 4, 2020 grant date.
F2: The reported item represents an award of restricted stock which vests in three equal installments beginning on the first anniversary of the March 6, 2019 grant date. As of the date of this report, 636 shares have vested. The remaining 1,272 shares of restricted stock under this award vest in equal installments on the second and third anniversaries of the grant date, or March 6, 2021 and March 6, 2022, respectively.
F3: The reported item represents an award of restricted stock which vests in three approximately equal installments beginning on the first anniversary of the March 6, 2018 grant date. As of the date of this report, 1,177 shares have vested. The remaining 589 shares of restricted stock under this award vest on the third anniversary of the March 6, 2018 grant date, or March 6, 2021.
HEALTHSTREAM INC
Report date March 15, 2019 · Filed March 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,726 |
Reported balance
After 2019-03-18 transaction · row 1
1 source rowRow 1 · 2019-03-18 · Exercise / conversion · Acquired 2,874 · Balance 52,726 F1: Shares acquired on vesting of restricted share units. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-03-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-18 · Exercise / conversion · Disposed 1,074 · Balance 0 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 922 |
Reported balance
After 2019-03-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-18 · Exercise / conversion · Disposed 922 · Balance 922 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,758 |
Reported balance
After 2019-03-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-18 · Exercise / conversion · Disposed 878 · Balance 1,758 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2019 in three equal installments. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,359 |
Reported balance
After 2019-03-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-15 · Grant · Acquired 2,359 · Balance 2,359 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F7: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2020 in three equal installments. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on vesting of restricted share units.
F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.
F3: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments.
F4: Not applicable.
F5: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments.
F6: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2019 in three equal installments.
F7: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2020 in three equal installments.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 04, 2020 Filed Mar 6, 2020 16:05 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 4,309 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-007427 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,309 F1 · security: The reported item represents an award of restricted stock which vests in three approximately equal installments beginning on the first anniversary of the March 4, 2020 grant date. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 20:01 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | PurchaseCommon Stock | 6,489 | $15.41 | $99,995.49 |
DisclosureSEC source: 0000899243-19-023345 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CHARLES SCHWAB & CO INC CUST DALE W POLLEY IRA ROLLOVER Disclosed balance after: 31,489 F1 · security: Since the date of the reporting person's last report, 25,000 shares previously owned through the Equity Trust Co DBA Sterling Trust Cust FBO Dale Polley IRA account were rolled over into the CHARLES SCHWAB & CO INC CUST DALE W POLLEY IRA ROLLOVER account. Accordingly, the transfer of shares to the CHARLES SCHWAB & CO INC CUST DALE W POLLEY IRA ROLLOVER account effected only a change in the form of beneficial ownership without changing the reporting person's pecuniary interest in such shares and is therefore exempt from Section 16 of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16a-13 promulgated thereunder. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:25 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 878 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020184 · doc4.xml · derivative · entry 4 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,758 Underlying: Common Stock · 878 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2019 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:25 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020184 · doc4.xml · derivative · entry 3 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 922 Underlying: Common Stock · 922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:25 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,074 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020184 · doc4.xml · derivative · entry 2 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,074 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 14:25 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020184 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 14:25 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,359 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020184 · doc4.xml · derivative · entry 5 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,359 Underlying: Common Stock · 2,359 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F7 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2020 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 19:48 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-006986 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,908 F1 · security: The reported item represents an award of restricted stock which vests in three equal installments beginning on the first anniversary of the March 6, 2019 grant date. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 21:46 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020668 · doc4.xml · derivative · entry 4 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,844 Underlying: Common Stock · 922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 21:46 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020668 · doc4.xml · derivative · entry 3 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,074 Underlying: Common Stock · 1,075 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 21:46 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 849 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020668 · doc4.xml · derivative · entry 2 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 849 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 10, 2016 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 21:46 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020668 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,852 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 23:34 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020415 · doc4.xml · derivative · entry 2 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,636 Underlying: Common Stock · 2,636 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 15, 2019 in three equal installments. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 20:24 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006870 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,766 F1 · security: The reported item represents an award of restricted stock which vests in three approximately equal installments beginning on the first anniversary of the March 6, 2018 grant date. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 18:10 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | PurchaseCommon Stock | 3,000 | $16.99 | $50,970.00 |
DisclosureSEC source: 0000899243-17-019590 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,704 Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 16:11 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021632 · doc4.xml · derivative · entry 4 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,149 Underlying: Common Stock · 1,075 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 16:11 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 848 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021632 · doc4.xml · derivative · entry 3 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 849 Underlying: Common Stock · 848 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 10, 2016 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 16:11 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021632 · doc4.xml · derivative · entry 2 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 745 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 11, 2015 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 16:11 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021632 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,006 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 11:34 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,766 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021242 · doc4.xml · derivative · entry 2 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,766 Underlying: Common Stock · 2,766 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:04 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 863 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-006229 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 863 F1 · security: The reported item represents an award of restricted stock which vests in three equal installments beginning on the first anniversary of the February 28, 2017, grant date. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 18:28 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | SaleCommon Stock | 1,392 | $15.00 | $20,880.00 |
DisclosureSEC source: 0000899243-16-029933 · doc4.xml · nonDerivative · entry 1 POLLEY DALE W · CIK 0001248025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,205 F1 · shares: Shares sold through a registration statement on Form S-1 (333-213367) filed with the SEC in connection with the initial public offering of the Issuer. 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.