Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHSTREAM INCHSTM · Entity 5059 | Chief Technology Officer | 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 | 38,696 |
Ending reported balance
After 2026-09-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-29 · Exercise / conversion · Acquired 1,564 · Balance 39,077 F1: Shares acquired on vesting of restricted share units. Row 2 · 2026-09-29 · Tax withholding · Disposed 381 · Balance 38,696 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 | 1,759 |
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 310 · Balance 1,759 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 |
|---|---|---|---|---|---|---|
| March 11, 2020 Filed Mar 12, 2020 18:32 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 5,226 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018408 · doc4.xml · derivative · entry 2 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,226 Underlying: Common Stock · 5,226 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 11, 2021, 20% vest on March 11, 2022, 30% vest on March 11, 2023, and the remaining 35% vest on March 11, 2024. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 18:58 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043459 · doc4.xml · derivative · entry 3 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,200 Underlying: Common Stock · 1,600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F4 · derivative.exercise_date: The RSU's are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on July 27, 2018, 20% vest on July 27, 2019, 30% vest on July 27, 2020, and the remaining 35% vest on July 27, 2021. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 18:58 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock | 390 | $27.60 | $10,764.00 |
DisclosureSEC source: 0001209191-19-043459 · doc4.xml · nonDerivative · entry 2 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,649 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| July 29, 2019 Filed Jul 29, 2019 18:58 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043459 · doc4.xml · nonDerivative · entry 1 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,039 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, 2019 Filed Mar 19, 2019 12:40 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 688 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020167 · doc4.xml · derivative · entry 3 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,899 Underlying: Common Stock · 688 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 RSU's are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 15, 2019, 20% vest on March 15, 2020, 30% vest on March 15, 2021, and the remaining 35% vest on March 15, 2022. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 12:40 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock | 162 | $27.61 | $4,472.82 |
DisclosureSEC source: 0001209191-19-020167 · doc4.xml · nonDerivative · entry 2 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,439 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 12:40 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020167 · doc4.xml · nonDerivative · entry 1 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,601 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 12:40 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 4,103 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020167 · doc4.xml · derivative · entry 4 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,103 Underlying: Common Stock · 4,103 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSU's are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 15, 2020, 20% vest on March 15, 2021, 30% vest on March 15, 2022, and the remaining 35% vest on March 15, 2023. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 17:32 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044331 · doc4.xml · derivative · entry 3 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,800 Underlying: Common Stock · 1,200 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 RSU's are subject to a vesting schedule, contingent upon continued service at the time of vesting. 1,200 RSU's vest on July 27, 2018, 1,600 RSU's vest on July 27, 2019, 2,400 RSU's vest on July 27, 2020, and 2,800 RUS's vest on July 27, 2021. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 17:32 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Tax withholdingCommon Stock | 287 | $28.36 | $8,139.32 |
DisclosureSEC source: 0001209191-18-044331 · doc4.xml · nonDerivative · entry 2 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 913 F2 · shares: Shares withheld for payment of tax liability. Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 17:32 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044331 · doc4.xml · nonDerivative · entry 1 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on vesting of restricted share units. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 23:01 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 4,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020399 · doc4.xml · derivative · entry 2 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,587 Underlying: Common Stock · 4,587 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSU's are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 15, 2019, 20% vest on March 15, 2020, 30% vest on March 15, 2021, and the remaining 35% vest on March 15, 2022. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 18:38 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 8,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046654 · doc4.xml · derivative · entry 2 Cunningham Jeff · CIK 0001712119 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSU's are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on July 27, 2018, 20% vest on July 27, 2019, 30% vest on July 27, 2020, and the remaining 35% vest on July 27, 2021. F3 · derivative.expiration_date: Not applicable. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.