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Roberts Scott Alexander

Disclosed activity across 1 company

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55403
SEC CIK
0001769058

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HEALTHSTREAM INCHSTM · Entity 5059CFO and SVPSeptember 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-derivativeDirect37,983 Ending reported balance After 2026-09-29 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-09-29 · Exercise / conversion · Acquired 1,564 · Balance 38,364

F1: Shares acquired on vesting of restricted share units.

Row 2 · 2026-09-29 · Tax withholding · Disposed 381 · Balance 37,983

F2: Shares withheld for payment of tax liability.

Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct984 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 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 $0.00Direct1,331 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 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 $0.00Direct1,759 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 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

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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 21:38 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 310 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031502 · rdgdoc.xml · derivative · entry 5

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,759

Underlying: Common Stock · 310 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 21:38 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 410 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031502 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,331

Underlying: Common Stock · 410 shares

Expires not disclosed

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

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

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 29, 2026 Filed Sep 29, 2026 21:38 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 844 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031502 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 984

Underlying: Common Stock · 844 shares

Expires not disclosed

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

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

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 29, 2026 Filed Sep 29, 2026 21:38 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock 381 $29.10 $11,087.10
Disclosure

SEC source: 0001437749-26-031502 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,983

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

Read SEC document
September 29, 2026 Filed Sep 29, 2026 21:38 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock 1,564 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-031502 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,364

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

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

Read SEC document
September 18, 2026 Filed Sep 22, 2026 20:12 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 4,105 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030905 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,105

Underlying: Common Stock · 4,105 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 20:12 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 12,316 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030905 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,316

Underlying: Common Stock · 12,316 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 20:12 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,053 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-030905 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,053

Underlying: Common Stock · 2,053 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 01:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 1,722 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 7

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,722 shares

Expires not disclosed

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

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

F9 · 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 01:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 2,460 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 6

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,076

Underlying: Common Stock · 2,460 shares

Expires not disclosed

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

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

F8 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 686 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 5

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 686 shares

Expires not disclosed

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

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

F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 448 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,456

Underlying: Common Stock · 448 shares

Expires not disclosed

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

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

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 285 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,616

Underlying: Common Stock · 285 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 01:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 1,364 $21.25 $28,985.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,800

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

Read SEC document
March 30, 2026 Filed Mar 31, 2026 01:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 5,601 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-010465 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,164

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 20:40 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,911 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-009628 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,911

Underlying: Common Stock · 2,911 shares

Expires not disclosed

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

F2 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 18, 2027, 20% vest on March 18, 2028, 30% vest on March 18, 2029, and the remaining 35% vest on March 18, 2030.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 541 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006114 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,065

Underlying: Common Stock · 541 shares

Expires not disclosed

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

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

F6 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on February 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006114 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,500

Underlying: Common Stock · 2,000 shares

Expires not disclosed

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

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

F4 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on February 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 754 $22.09 $16,655.86
Disclosure

SEC source: 0001437749-26-006114 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,563

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

Read SEC document
February 27, 2026 Filed Feb 27, 2026 21:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 2,541 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-006114 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,317

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

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

Read SEC document
December 09, 2025 Filed Dec 11, 2025 22:12 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantEmployee Stock Option (right to buy) · Derivative 7,522 $0.00 Strike: $23.93 $0.00
Disclosure

SEC source: 0001437749-25-037569 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,522

Underlying: Common Stock · 7,522 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 22:12 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,507 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-037569 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,507

Underlying: Common Stock · 2,507 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
October 30, 2025 Filed Oct 31, 2025 20:26 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 766 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032599 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 895

Underlying: Common Stock · 766 shares

Expires not disclosed

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

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

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

F5 · derivative.expiration_date: Not applicable.

Read SEC document
October 30, 2025 Filed Oct 31, 2025 20:26 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 187 $25.83 $4,830.21
Disclosure

SEC source: 0001437749-25-032599 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,776

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 766 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-032599 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,963

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 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 307 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-030035 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,741

Underlying: Common Stock · 307 shares

Expires not disclosed

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

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

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 29, 2025 Filed Sep 29, 2025 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 562 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-030035 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,828

Underlying: Common Stock · 562 shares

Expires not disclosed

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

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

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
September 29, 2025 Filed Sep 29, 2025 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 212 $29.08 $6,164.96
Disclosure

SEC source: 0001437749-25-030035 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,197

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

Read SEC document
September 29, 2025 Filed Sep 29, 2025 20:36 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 869 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-030035 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,409

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 20:09 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,069 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-029936 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,069

Underlying: Common Stock · 2,069 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 20:42 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 2,461 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009901 · rdgdoc.xml · derivative · entry 7

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,536

Underlying: Common Stock · 2,461 shares

Expires not disclosed

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

F9 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on March 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 28, 2025 Filed Mar 28, 2025 20:42 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 336 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009901 · rdgdoc.xml · derivative · entry 6

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,904

Underlying: Common Stock · 336 shares

Expires not disclosed

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

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

F8 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 28, 2025 Filed Mar 28, 2025 20:42 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 457 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009901 · rdgdoc.xml · derivative · entry 5

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,486

Underlying: Common Stock · 457 shares

Expires not disclosed

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

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

F7 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 28, 2025 Filed Mar 28, 2025 20:42 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 1,477 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009901 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,722

Underlying: Common Stock · 1,477 shares

Expires not disclosed

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

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

F6 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 28, 2025 Filed Mar 28, 2025 20:42 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 1,825 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009901 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,825 shares

Expires not disclosed

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

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

F4 · derivative.exercise_date: The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 17, 2022, 20% vest on March 17, 2023, 30% vest on March 17, 2024, and the remaining 35% vest on March 17, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
March 28, 2025 Filed Mar 28, 2025 20:42 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 1,597 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009901 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,540

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

Read SEC document
March 28, 2025 Filed Mar 28, 2025 20:42 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 6,556 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-009901 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,137

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 20:35 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 1,901 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-008757 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,901

Underlying: Common Stock · 1,901 shares

Expires not disclosed

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

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

F3 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 3,606 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005598 · rdgdoc.xml · derivative · entry 4

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,606

Underlying: Common Stock · 3,606 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: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on February 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. RSUs that do not vest during a performance period may become eligible for vesting during the next performance period (but not in succeeding periods).

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 2,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005598 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,500

Underlying: Common Stock · 2,000 shares

Expires not disclosed

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

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

F4 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2024 through December 31, 2024 was achieved; therefore 20% of the awards vested on February 23, 2025.

F5 · derivative.expiration_date: Not applicable.

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 593 $32.37 $19,195.41
Disclosure

SEC source: 0001437749-25-005598 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,581

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

Read SEC document
February 27, 2025 Filed Feb 28, 2025 14:27 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 2,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-005598 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,174

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
October 30, 2024 Filed Oct 31, 2024 20:19 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 512 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032804 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,661

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.

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 20:19 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 125 $28.95 $3,618.75
Disclosure

SEC source: 0001437749-24-032804 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,174

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

Read SEC document
October 30, 2024 Filed Oct 31, 2024 20:19 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 512 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-032804 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,299

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 20:40 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 422 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030357 · rdgdoc.xml · derivative · entry 3

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,390

Underlying: Common Stock · 422 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 20:40 UTC HEALTHSTREAM INC HSTM · Entity 5059 Tax withholdingCommon Stock Holding 103 $28.31 $2,915.93
Disclosure

SEC source: 0001437749-24-030357 · rdgdoc.xml · nonDerivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,787

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

Read SEC document
September 27, 2024 Filed Oct 1, 2024 20:40 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionCommon Stock Holding 422 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-030357 · rdgdoc.xml · nonDerivative · entry 1

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,890

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 20:17 UTC HEALTHSTREAM INC HSTM · Entity 5059 GrantRestricted Share Units · Derivative 2,048 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-029751 · rdgdoc.xml · derivative · entry 2

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,048

Underlying: Common Stock · 2,048 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 20:18 UTC HEALTHSTREAM INC HSTM · Entity 5059 Exercise / conversionRestricted Share Units · Derivative 2,461 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009222 · rdgdoc.xml · derivative · entry 7

Roberts Scott Alexander · CIK 0001769058 · CFO and SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,997

Underlying: Common Stock · 2,461 shares

Expires not disclosed

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

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

F9 · derivative.exercise_date: Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. Up to 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; up to 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; up to 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; up to 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and up to 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2023 through December 31, 2023 was achieved; therefore 20% of the awards vested on March 23, 2024.

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.