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FRIST ROBERT A JR

Disclosed activity across 1 company

Tapewire entity
48086
SEC CIK
0001217273

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HEALTHSTREAM INCHSTM · Entity 5059Director · CEO and Chairman · 10% ownerSeptember 29, 2026September 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect3,908,516 Ending reported balance After 2026-09-29 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-09-29 · Exercise / conversion · Acquired 1,955 · Balance 3,908,993

F1: Shares acquired on vesting of restricted share units.

Row 2 · 2026-09-29 · Tax withholding · Disposed 477 · Balance 3,908,516

F2: Shares withheld for payment of tax liability.

Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct1,230 Reported balance After 2026-09-29 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2026-09-29 · Exercise / conversion · Disposed 1,055 · Balance 1,230

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 $0.00Direct1,664 Reported balance After 2026-09-29 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · 2026-09-29 · Exercise / conversion · Disposed 512 · Balance 1,664

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 $0.00Direct2,198 Reported balance After 2026-09-29 transaction · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · 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.

Common StockSEC Table I · non-derivativeIndirectThe Carolyn Marie Frist 2005 Vested Trust10,000 Reported balance Holding disclosure · report date 2026-09-29 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 10,000

Common StockSEC Table I · non-derivativeIndirectThe Cate Merriman Frist 2005 Vested Trust10,000 Reported balance Holding disclosure · report date 2026-09-29 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 10,000

Common StockSEC Table I · non-derivativeIndirectThe Eleanor Knox Frist 2005 Vested Trust10,000 Reported balance Holding disclosure · report date 2026-09-29 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 10,000

Common StockSEC Table I · non-derivativeIndirectLouise Trust u/a/d 08-16-200718,335 Reported balance Holding disclosure · report date 2026-09-29 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 18,335

Common StockSEC Table I · non-derivativeIndirectMerriman Trust u/a/d 08-16-200718,334 Reported balance Holding disclosure · report date 2026-09-29 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 18,334

Common StockSEC Table I · non-derivativeIndirectMarie Trust u/a/d 08-16-200718,334 Reported balance Holding disclosure · report date 2026-09-29 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 8 · Balance 18,334

Common StockSEC Table I · non-derivativeIndirectKnox Trust u/a/d 08-16-200718,334 Reported balance Holding disclosure · report date 2026-09-29 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 9 · Balance 18,334

Common StockSEC Table I · non-derivativeIndirectBobby and Melissa Frist Children's 2012 GST-Exempt Trust995,000 Reported balance Holding disclosure · report date 2026-09-29 · row 10 Holding and transaction disclosures are not merged.
1 source row

Row 10 · Balance 995,000

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

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

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

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 29, 2026 Filed Sep 29, 2026 21:33 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 388 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031494 · rdgdoc.xml · derivative · entry 13

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

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 21:33 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 512 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031494 · rdgdoc.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,664

Underlying: Common Stock · 512 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 21:33 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 1,055 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031494 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,230

Underlying: Common Stock · 1,055 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 21:33 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock 477 $29.10 $13,880.70
Disclosure

SEC source: 0001437749-26-031494 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,908,516

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

Read SEC document
September 29, 2026 Filed Sep 29, 2026 21:33 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock 1,955 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031494 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,908,993

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 20:19 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 5,132 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030919 · rdgdoc.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 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 20:19 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 15,395 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030919 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 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 20:19 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,566 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030919 · rdgdoc.xml · derivative · entry 10

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

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
September 14, 2026 Filed Sep 15, 2026 21:33 UTC HEALTHSTREAM INC HSTM · Entity 5059 SaleCommon Stock 144,068 $29.50 $4,250,006.00
Disclosure

SEC source: 0001437749-26-030481 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,907,038

F1 · shares: Pursuant to the terms of that certain Securities Purchase Agreement, dated September 11, 2026, by and among the Reporting Person, HealthStream, Inc. (the "Company"), and WJRJJ Ventures, LLC (the "Investor"), the Reporting Person sold 144,068 shares of Common Stock to the Investor at $29.50 per share, for an aggregate purchase price of $4.25 million in cash, in a privately negotiated sale.

Read SEC document
May 08, 2026 Filed May 12, 2026 13:19 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantEmployee Stock Option (right to buy) · Derivative 18,781 $0.00 Strike: $23.96 $0.00
Disclosure

SEC source: 0001437749-26-016257 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,781

Underlying: Common Stock · 18,781 shares

Expires 2036-05-08

F1 · 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 May 8, 2027, 20% vest on May 8, 2028, 20% vest on May 8, 2029, 20% vest on May 8, 2030, and the remaining 25% vest on May 8, 2031.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:23 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 2,265 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,265 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 01:23 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 857 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Stock · 857 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 01:23 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 560 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,820

Underlying: Common Stock · 560 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 01:23 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 356 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · derivative · entry 10

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

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 01:23 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 984 $21.25 $20,910.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,051,106

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

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:23 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 4,038 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010455 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,052,090

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 20:29 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009604 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

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
December 15, 2025 Filed Dec 16, 2025 21:34 UTC HEALTHSTREAM INC HSTM · Entity 5059 GiftCommon Stock Holding 400,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-038027 · rdgdoc.xml · nonDerivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Bobby and Melissa Frist Children's 2012 GST-Exempt Trust

Disclosed balance after: 995,000

Read SEC document
December 15, 2025 Filed Dec 16, 2025 21:34 UTC HEALTHSTREAM INC HSTM · Entity 5059 GiftCommon Stock Holding 527,918 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-038027 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,058,552

F1 · shares: On December 15, 2025, the reporting person (i) transferred 400,000 shares of HSTM common stock to the Bobby and Melissa Frist Children's 2012 GST-Exempt Trust for no consideration, and (ii) transferred 127,918 shares of HSTM common stock via gifts to various non-family member persons for no consideration. The reporting person's spouse is the trustee of the noted trust.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 23:05 UTC Amendment HEALTHSTREAM INC HSTM · Entity 5059 GiftCommon Stock Holding 527,710 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-038199 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,058,760

F1 · shares: The original Form 4, filed December 16, 2025, is being amended by this Form 4 Amendment solely to correct an administrative error, which incorrectly reported 527,918 shares were transferred by gift, while the correct amount is 527,710. As a result, the total number of securities beneficially owned following the transactions reported on the original Form 4 and this Form 4 Amendment was 4,058,760.

Read SEC document
December 15, 2025 Filed Feb 28, 2026 00:56 UTC Amendment HEALTHSTREAM INC HSTM · Entity 5059 GiftCommon Stock Holding 527,918 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006161 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,048,052

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

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

Read SEC document
December 09, 2025 Filed Dec 9, 2025 22:21 UTC HEALTHSTREAM INC HSTM · Entity 5059 Disposition to issuerCommon Stock Holding 157,778 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037282 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,586,470

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

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:16 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantEmployee Stock Option (right to buy) · Derivative 9,402 $0.00 Strike: $23.93 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,402

Underlying: Common Stock · 9,402 shares

Expires 2035-12-09

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

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:16 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 3,134 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037577 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,134

Underlying: Common Stock · 3,134 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F2 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on December 9, 2026, 20% vest on December 9, 2027, 30% vest on December 9, 2028, and the remaining 35% vest on December 9, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 08, 2025 Filed Dec 9, 2025 22:02 UTC HEALTHSTREAM INC HSTM · Entity 5059 GiftCommon Stock Holding 6,800 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037275 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,744,248

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 958 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032598 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,119

Underlying: Common Stock · 958 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 234 $25.83 $6,044.22
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,751,048

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

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 958 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032598 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,751,282

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

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

Read SEC document
September 29, 2025 Filed Sep 29, 2025 20:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 384 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-030034 · rdgdoc.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,176

Underlying: Common Stock · 384 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 20:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 703 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-030034 · rdgdoc.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,285

Underlying: Common Stock · 703 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 20:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 265 $29.08 $7,706.20
Disclosure

SEC source: 0001437749-25-030034 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,750,324

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

Read SEC document
September 29, 2025 Filed Sep 29, 2025 20:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 1,087 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-030034 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,750,589

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 20:12 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,586 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-029942 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,586

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
March 28, 2025 Filed Mar 28, 2025 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 420 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009893 · rdgdoc.xml · derivative · entry 14

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,380

Underlying: Common Stock · 420 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 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 571 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009893 · rdgdoc.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,857

Underlying: Common Stock · 571 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 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 1,941 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009893 · rdgdoc.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,265

Underlying: Common Stock · 1,941 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 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 2,001 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009893 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,001 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 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 1,202 $31.90 $38,343.80
Disclosure

SEC source: 0001437749-25-009893 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,749,502

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

Read SEC document
March 28, 2025 Filed Mar 28, 2025 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 4,933 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009893 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,750,704

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 20:20 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,376 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,376

Underlying: Common Stock · 2,376 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

F2 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
December 17, 2024 Filed Dec 19, 2024 02:24 UTC HEALTHSTREAM INC HSTM · Entity 5059 GiftCommon Stock Holding 6,800 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-037887 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,745,771

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 640 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032814 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,077

Underlying: Common Stock · 640 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 156 $28.95 $4,516.20
Disclosure

SEC source: 0001437749-24-032814 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,752,571

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

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 640 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032814 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,752,727

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 27, 2024 Filed Oct 1, 2024 20:44 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 527 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030364 · rdgdoc.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,988

Underlying: Common Stock · 527 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 27, 2024 Filed Oct 1, 2024 20:44 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 129 $28.31 $3,651.99
Disclosure

SEC source: 0001437749-24-030364 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,752,087

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

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:44 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 527 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030364 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,752,216

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, 2024 Filed Sep 20, 2024 20:19 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,560 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029756 · rdgdoc.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,560

Underlying: Common Stock · 2,560 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, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 20:22 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 429 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009230 · rdgdoc.xml · derivative · entry 14

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,428

Underlying: Common Stock · 429 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 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 25, 2024 Filed Mar 25, 2024 20:22 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 1,294 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009230 · rdgdoc.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,206

Underlying: Common Stock · 1,294 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 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.