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LoPresto Jennifer Hayes

Disclosed activity across 1 company

Tapewire entity
55401
SEC CIK
0002108747

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HEALTHSTREAM INCHSTM · Entity 5059Senior Vice PresidentSeptember 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-derivativeDirect6,842 Ending reported balance After 2026-09-29 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-09-29 · Exercise / conversion · Acquired 391 · Balance 6,976

F1: Shares acquired on vesting of restricted share units.

Row 2 · 2026-09-29 · Tax withholding · Disposed 134 · Balance 6,842

F2: Shares withheld for payment of tax liability.

Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct246 Reported balance After 2026-09-29 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-09-29 · Exercise / conversion · Disposed 211 · Balance 246

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 $0.00Direct333 Reported balance After 2026-09-29 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-09-29 · Exercise / conversion · Disposed 102 · Balance 333

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 $0.00Direct439 Reported balance After 2026-09-29 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-09-29 · Exercise / conversion · Disposed 78 · Balance 439

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

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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 21:34 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 78 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031496 · rdgdoc.xml · derivative · entry 5

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 439

Underlying: Common Stock · 78 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 21:34 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 102 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031496 · rdgdoc.xml · derivative · entry 4

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 333

Underlying: Common Stock · 102 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 21:34 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 211 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031496 · rdgdoc.xml · derivative · entry 3

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 246

Underlying: Common Stock · 211 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 21:34 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock 134 $29.10 $3,899.40
Disclosure

SEC source: 0001437749-26-031496 · rdgdoc.xml · nonDerivative · entry 2

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,842

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

Read SEC document
September 29, 2026 Filed Sep 29, 2026 21:34 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock 391 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031496 · rdgdoc.xml · nonDerivative · entry 1

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,976

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 20:11 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 3,079 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030902 · rdgdoc.xml · derivative · entry 4

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,079

Underlying: Common Stock · 3,079 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 20:11 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 9,237 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030902 · rdgdoc.xml · derivative · entry 3

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,237

Underlying: Common Stock · 9,237 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 20:11 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 1,540 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030902 · rdgdoc.xml · derivative · entry 2

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,540

Underlying: Common Stock · 1,540 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
March 30, 2026 Filed Mar 31, 2026 01:24 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 449 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · derivative · entry 6

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 449 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 01:24 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 171 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · derivative · entry 5

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200

Underlying: Common Stock · 171 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 01:24 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 112 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · derivative · entry 4

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 364

Underlying: Common Stock · 112 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 01:24 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 71 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · derivative · entry 3

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404

Underlying: Common Stock · 71 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 01:24 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 274 $21.25 $5,822.50
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · nonDerivative · entry 2

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,585

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

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:24 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 803 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010459 · rdgdoc.xml · nonDerivative · entry 1

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,859

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 20:42 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,183 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009632 · rdgdoc.xml · derivative · entry 2

LoPresto Jennifer Hayes · CIK 0002108747 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,183

Underlying: Common Stock · 2,183 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

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