Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHSTREAM INCHSTM · Entity 5059 | Director | May 29, 2025 | May 30, 2025 |
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 May 29, 2025 · Filed May 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock HoldingSEC Table I · non-derivative | Direct | 48,298 |
Reported balance
After 2025-05-29 transaction · row 1
1 source rowRow 1 · 2025-05-29 · Grant · Acquired 5,270 · Balance 48,298 F1: Shares acquired upon acceleration of the vesting of multiple grants of restricted share units ("RSUs") upon Dr. Stead's retirement from service on the Board of Directors ("Board") of HealthStream, Inc. (the "Company"). |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-05-29 · Exercise / conversion · Acquired 2,252 · Balance 0 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3: Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Dr. Stead's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning June 6, 2024 in three equal installments. In connection with Dr. Stead's decision to retire from service on the Board effective concurrently with the Company's 2025 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 29, 2025. F4: Not applicable. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-05-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-29 · Exercise / conversion · Acquired 3,018 · Balance 0 F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F5: Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Dr. Stead's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning May 30, 2025 in three equal installments. In connection with Dr. Stead's decision to retire from service on the Board effective concurrently with the Company's 2025 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 29, 2025. F4: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon acceleration of the vesting of multiple grants of restricted share units ("RSUs") upon Dr. Stead's retirement from service on the Board of Directors ("Board") of HealthStream, Inc. (the "Company").
F2: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.
F3: Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Dr. Stead's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning June 6, 2024 in three equal installments. In connection with Dr. Stead's decision to retire from service on the Board effective concurrently with the Company's 2025 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 29, 2025.
F4: Not applicable.
F5: Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Dr. Stead's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning May 30, 2025 in three equal installments. In connection with Dr. Stead's decision to retire from service on the Board effective concurrently with the Company's 2025 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 29, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 20, 2017 Filed Mar 20, 2017 18:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 1,075 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021655 · doc4.xml · derivative · entry 4 STEAD WILLIAM · CIK 0001217355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,149 Underlying: Common Stock · 1,075 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. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F6 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 17, 2017 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 18:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 848 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021655 · doc4.xml · derivative · entry 3 STEAD WILLIAM · CIK 0001217355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 849 Underlying: Common Stock · 848 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. F2 · 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: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 10, 2016 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 18:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionRestricted Share Units · Derivative | 745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021655 · doc4.xml · derivative · entry 2 STEAD WILLIAM · CIK 0001217355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 745 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. F2 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 11, 2015 in three equal installments. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| March 20, 2017 Filed Mar 20, 2017 18:37 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | Exercise / conversionCommon Stock | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021655 · doc4.xml · nonDerivative · entry 1 STEAD WILLIAM · CIK 0001217355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,006 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 16, 2017 Filed Mar 17, 2017 11:54 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GrantRestricted Share Units · Derivative | 2,766 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021245 · doc4.xml · derivative · entry 2 STEAD WILLIAM · CIK 0001217355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,766 Underlying: Common Stock · 2,766 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · derivative.exercise_date: The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning March 16, 2018 in three equal installments. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| September 06, 2016 Filed Sep 6, 2016 19:42 UTC | HEALTHSTREAM INC HSTM · Entity 5059 | GiftCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140012 · doc4.xml · nonDerivative · entry 1 STEAD WILLIAM · CIK 0001217355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,338 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.