person · Reporting owner
LoPresto Jennifer Hayes
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHSTREAM INCHSTM · Entity 5059 | Senior 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 | 6,842 |
Ending reported balance
After 2026-09-29 transaction · row 2
2 source rows · reconciled sequenceRow 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 $0.00 | Direct | 246 |
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 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 $0.00 | Direct | 333 |
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 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 $0.00 | Direct | 439 |
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 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
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 21:34 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 78 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.