Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHSTREAM INCHSTM · Entity 5059 | Executive Vice President | September 29, 2026 | September 29, 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 September 29, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,224 |
Ending reported balance
After 2026-09-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-29 · Exercise / conversion · Acquired 1,642 · Balance 22,624 F1: Shares acquired on vesting of restricted share units. Row 2 · 2026-09-29 · Tax withholding · Disposed 400 · Balance 22,224 F2: Shares withheld for payment of tax liability. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 984 |
Reported balance
After 2026-09-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-29 · Exercise / conversion · Disposed 844 · Balance 984 F3: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F4: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027. F5: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,331 |
Reported balance
After 2026-09-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-29 · Exercise / conversion · Disposed 410 · Balance 1,331 F3: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028. F5: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,198 |
Reported balance
After 2026-09-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-29 · Exercise / conversion · Disposed 388 · Balance 2,198 F3: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F7: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 24, 2026, 20% vest on September 24, 2027, 30% vest on September 24, 2028, and the remaining 35% vest on September 24, 2029. F5: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on vesting of restricted share units.
F2: Shares withheld for payment of tax liability.
F3: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.
F4: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.
F5: Not applicable.
F6: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028.
F7: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 24, 2026, 20% vest on September 24, 2027, 30% vest on September 24, 2028, and the remaining 35% vest on September 24, 2029.
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 |
|---|---|---|---|---|---|---|
| September 29, 2026 Filed Sep 29, 2026 21:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 388 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-031500 · 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: 2,198 Underlying: Common Stock · 388 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 24, 2026, 20% vest on September 24, 2027, 30% vest on September 24, 2028, and the remaining 35% vest on September 24, 2029. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| September 29, 2026 Filed Sep 29, 2026 21:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-031500 · 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: 1,331 Underlying: Common Stock · 410 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| September 29, 2026 Filed Sep 29, 2026 21:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-031500 · 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: 984 Underlying: Common Stock · 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 September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| September 29, 2026 Filed Sep 29, 2026 21:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock | 400 | $29.10 | $11,640.00 |
DisclosureSEC source: 0001437749-26-031500 · 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: 22,224 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| September 29, 2026 Filed Sep 29, 2026 21:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 1,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-031500 · 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: 22,624 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:16 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 5,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-030912 · 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: 5,132 Underlying: Common Stock · 5,132 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. F5 · 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. Up to 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027; up to 25% vest on February 23, 2029 for the period January 1, 2028 through December 31, 2028; up to 25% vest on February 23, 2030 for the period January 1, 2029 through December 31, 2029; and up to 25% vest on February 23, 2031 for the period January 1, 2030 through December 31, 2030. 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. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:16 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 15,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-030912 · 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: 15,395 Underlying: Common Stock · 15,395 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. F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. The RSUs vest annually beginning September 18, 2027 in four equal installments. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:16 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-030912 · 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: 2,566 Underlying: Common Stock · 2,566 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 September 18, 2027, 20% vest on September 18, 2028, 30% vest on September 18, 2029, and the remaining 35% vest on September 18, 2030. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 20, 2026 Filed May 20, 2026 20:53 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | SaleCommon Stock Holding | 3,000 | $24.08 | $72,229.50 |
DisclosureSEC source: 0001437749-26-017962 · 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: 20,982 F1 · price: This transaction was executed in multiple trades at prices ranging from $24.01 to $24.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 01:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 2,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010463 · rdgdoc.xml · derivative · entry 7 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,076 Underlying: Common Stock · 2,460 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F9 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 01:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,722 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010463 · rdgdoc.xml · derivative · entry 6 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,722 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F8 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 01:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 686 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010463 · 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: 800 Underlying: Common Stock · 686 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 01:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 448 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010463 · 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: 1,456 Underlying: Common Stock · 448 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 01:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 356 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010463 · 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: 2,020 Underlying: Common Stock · 356 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 01:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock Holding | 1,382 | $21.25 | $29,367.50 |
DisclosureSEC source: 0001437749-26-010463 · 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: 23,982 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| March 30, 2026 Filed Mar 31, 2026 01:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock Holding | 5,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-010463 · 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: 25,364 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 18, 2026 Filed Mar 24, 2026 20:35 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 3,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-009617 · rdgdoc.xml · derivative · entry 2 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,639 Underlying: Common Stock · 3,639 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| February 27, 2026 Filed Feb 27, 2026 21:36 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,803 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006115 · rdgdoc.xml · derivative · entry 5 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,220 Underlying: Common Stock · 1,803 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F7 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on February 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| February 27, 2026 Filed Feb 27, 2026 21:36 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 915 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006115 · rdgdoc.xml · derivative · entry 4 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,575 Underlying: Common Stock · 915 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 10% vest on February 23, 2025 for the period July 1, 2024 through December 31, 2024; 15% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027; and 30% vest on February 23, 2029 for the period January 1, 2028 through December 31, 2028. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 23, 2026. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| February 27, 2026 Filed Feb 27, 2026 21:36 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006115 · rdgdoc.xml · derivative · entry 3 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 2,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F4 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on February 23, 2026. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| February 27, 2026 Filed Feb 27, 2026 21:36 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock Holding | 1,399 | $22.09 | $30,903.91 |
DisclosureSEC source: 0001437749-26-006115 · rdgdoc.xml · nonDerivative · entry 2 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,692 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| February 27, 2026 Filed Feb 27, 2026 21:36 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock Holding | 4,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006115 · rdgdoc.xml · nonDerivative · entry 1 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,091 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 22:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantEmployee Stock Option (right to buy) · Derivative | 9,402 | $0.00 Strike: $23.93 | $0.00 |
DisclosureSEC source: 0001437749-25-037586 · rdgdoc.xml · derivative · entry 3 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,402 Underlying: Common Stock · 9,402 shares Expires 2035-12-09 F4 · derivative.exercise_date: The options are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 22:26 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 3,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-037586 · rdgdoc.xml · derivative · entry 2 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,134 Underlying: Common Stock · 3,134 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 08, 2025 Filed Dec 8, 2025 22:01 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | SaleCommon Stock Holding | 2,000 | $24.26 | $48,520.20 |
DisclosureSEC source: 0001437749-25-037176 · rdgdoc.xml · nonDerivative · entry 1 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,373 F1 · price: This transaction was executed in multiple trades at prices ranging from $24.25 to $24.29. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:27 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 766 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-032600 · rdgdoc.xml · derivative · entry 3 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 895 Underlying: Common Stock · 766 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on October 27, 2023, 20% vest on October 27, 2024, 30% vest on October 27, 2025, and the remaining 35% vest on October 27, 2026. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:27 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock Holding | 187 | $25.83 | $4,830.21 |
DisclosureSEC source: 0001437749-25-032600 · rdgdoc.xml · nonDerivative · entry 2 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,373 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:27 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock Holding | 766 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-032600 · rdgdoc.xml · nonDerivative · entry 1 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,560 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| September 29, 2025 Filed Sep 29, 2025 20:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 307 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-030036 · 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: 1,741 Underlying: Common Stock · 307 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| September 29, 2025 Filed Sep 29, 2025 20:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 562 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-030036 · 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: 1,828 Underlying: Common Stock · 562 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| September 29, 2025 Filed Sep 29, 2025 20:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock Holding | 212 | $29.08 | $6,164.96 |
DisclosureSEC source: 0001437749-25-030036 · 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: 17,794 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| September 29, 2025 Filed Sep 29, 2025 20:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock Holding | 869 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-030036 · rdgdoc.xml · nonDerivative · entry 1 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,006 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 |
| September 24, 2025 Filed Sep 26, 2025 20:11 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-029939 · 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: 2,586 Underlying: Common Stock · 2,586 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 September 24, 2026, 20% vest on September 24, 2027, 30% vest on September 24, 2028, and the remaining 35% vest on September 24, 2029. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| August 27, 2025 Filed Aug 27, 2025 20:32 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | SaleCommon Stock Holding | 2,000 | $27.97 | $55,935.80 |
DisclosureSEC source: 0001437749-25-027873 · 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: 17,137 F1 · price: This transaction was executed in multiple trades at prices ranging from $27.79 to $28.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 28, 2025 Filed Mar 28, 2025 20:41 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 2,461 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-009900 · rdgdoc.xml · derivative · entry 7 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,536 Underlying: Common Stock · 2,461 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F9 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on March 23, 2025. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 28, 2025 Filed Mar 28, 2025 20:41 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 336 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-009900 · rdgdoc.xml · derivative · entry 6 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,904 Underlying: Common Stock · 336 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F8 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 28, 2025 Filed Mar 28, 2025 20:41 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-009900 · 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: 1,486 Underlying: Common Stock · 457 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 28, 2025 Filed Mar 28, 2025 20:41 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,477 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-009900 · 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: 1,722 Underlying: Common Stock · 1,477 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 28, 2025 Filed Mar 28, 2025 20:41 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,825 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-009900 · 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: 0 Underlying: Common Stock · 1,825 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 17, 2022, 20% vest on March 17, 2023, 30% vest on March 17, 2024, and the remaining 35% vest on March 17, 2025. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 28, 2025 Filed Mar 28, 2025 20:41 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock Holding | 1,597 | $31.90 | $50,944.30 |
DisclosureSEC source: 0001437749-25-009900 · rdgdoc.xml · nonDerivative · entry 2 O'Hara Kevin P · CIK 0001390240 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,137 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| March 28, 2025 Filed Mar 28, 2025 20:41 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock Holding | 6,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-009900 · 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: 20,734 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 19, 2025 Filed Mar 21, 2025 20:25 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,376 | $0.00 | $0.00 |
DisclosureSEC 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 |
| February 27, 2025 Filed Feb 28, 2025 14:27 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 12,023 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 610 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 2,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock Holding | 665 | $32.37 | $21,526.05 |
DisclosureSEC 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 | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock Holding | 2,610 | $0.00 | $0.00 |
DisclosureSEC 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 |
| January 14, 2025 Filed Jan 14, 2025 23:19 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 2,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock Holding | 844 | $31.38 | $26,484.72 |
DisclosureSEC 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 | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock Holding | 2,844 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.