Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHSTREAM INCHSTM · Entity 5059 | Director | June 08, 2026 | June 09, 2026 |
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.
HEALTHSTREAM INC
Report date June 08, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock HoldingSEC Table I · non-derivative | Direct | 25,748 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Exercise / conversion · Acquired 3,148 · Balance 25,748 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 2026-06-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-08 · Exercise / conversion · Disposed 1,126 · 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 June 6, 2024 in three equal installments. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,006 |
Reported balance
After 2026-06-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-08 · Exercise / conversion · Disposed 1,006 · Balance 1,006 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 May 30, 2025 in three equal installments. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,032 |
Reported balance
After 2026-06-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-08 · Exercise / conversion · Disposed 1,016 · Balance 2,032 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 May 29, 2026 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 June 6, 2024 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 May 30, 2025 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 May 29, 2026 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 |
|---|---|---|---|---|---|---|
| May 04, 2018 Filed May 4, 2018 20:08 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 15,000 | $12.23 | $183,450.00 |
DisclosureSEC source: 0001209191-18-028081 · doc4.xml · nonDerivative · entry 1 MCLAREN JEFFREY L · CIK 0001217354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,319 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. Read SEC document |
| March 19, 2018 Filed Mar 19, 2018 21:43 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 922 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020666 · doc4.xml · derivative · entry 4 MCLAREN JEFFREY L · CIK 0001217354 · 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 21:43 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020666 · doc4.xml · derivative · entry 3 MCLAREN JEFFREY L · CIK 0001217354 · 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 21:43 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 849 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020666 · doc4.xml · derivative · entry 2 MCLAREN JEFFREY L · CIK 0001217354 · 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 21:43 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020666 · doc4.xml · nonDerivative · entry 1 MCLAREN JEFFREY L · CIK 0001217354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,319 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 23:30 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020412 · doc4.xml · derivative · entry 2 MCLAREN JEFFREY L · CIK 0001217354 · 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 20, 2017 Filed Mar 20, 2017 16:03 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021630 · doc4.xml · derivative · entry 4 MCLAREN JEFFREY L · CIK 0001217354 · 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 16:03 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 848 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021630 · doc4.xml · derivative · entry 3 MCLAREN JEFFREY L · CIK 0001217354 · 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 16:03 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021630 · doc4.xml · derivative · entry 2 MCLAREN JEFFREY L · CIK 0001217354 · 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 16:03 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021630 · doc4.xml · nonDerivative · entry 1 MCLAREN JEFFREY L · CIK 0001217354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,473 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 11:29 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,766 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021241 · doc4.xml · derivative · entry 2 MCLAREN JEFFREY L · CIK 0001217354 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.