Welcome to our dedicated page for Healthstream SEC filings (Ticker: HSTM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The HealthStream Inc (HSTM) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. HealthStream is a Tennessee corporation whose common stock trades on Nasdaq under the symbol HSTM, and its filings offer detailed insight into its financial condition, corporate actions, and material events.
HealthStream uses Form 8-K to report a variety of significant developments. These include quarterly results of operations and financial condition, where the company discloses revenues, operating income, net income, earnings per share, and adjusted EBITDA, along with updated guidance for the full year. The same filings may describe quarterly cash dividends declared under the company’s dividend policy, including the per-share amount and record and payment dates.
Other 8-K filings document share repurchase authorizations approved by the Board of Directors, specifying the maximum dollar amount of common stock that may be repurchased, the expected duration of the program, and the possible use of open market purchases, Rule 10b5-1 plans, and privately negotiated transactions. HealthStream also files 8-Ks to announce acquisitions, such as the purchases of Virsys12, LLC and MissionCare Collective LLC, and incorporates related press releases by reference.
Through these filings, readers can see how HealthStream reports on its platform and SaaS investments, capital allocation decisions, and expansion of its workforce and provider solutions. On Stock Titan, AI-powered tools can summarize lengthy filings, highlight key items—such as new repurchase programs, dividend declarations, or acquisition details—and help users quickly understand the implications of each disclosure.
Use this page to monitor HealthStream’s official SEC communications, from earnings-related 8-Ks to other material event reports, and to review the company’s ongoing regulatory history in a structured, searchable format.
HealthStream Inc. director, CEO and Chairman Robert A. Frist Jr. reported a bona fide gift of 8,500 shares of common stock on January 3, 2024. The gift was made at a reported price of $0.00 per share, reflecting a transfer rather than a sale.
After this gift, Frist directly beneficially owned 4,048,052 shares of HealthStream common stock. The filing also lists additional shares held indirectly through various family and estate planning trusts, including 10,000 shares in the Carolyn Marie Frist 2005 Vested Trust and 995,000 shares in the Bobby and Melissa Frist Children's 2012 GST-Exempt Trust.
HEALTHSTREAM INC director and CEO Robert A. Frist Jr. filed an amended insider report to correct a previously disclosed stock gift. The amendment clarifies that 10,500 shares of common stock were transferred as a bona fide gift on the reported date, rather than 8,500 shares as initially reported. The transaction carried a stated price of $0.0000 per share, consistent with a non-cash charitable or personal gift. Following this correction, Frist is shown as directly beneficially owning 4,048,052 shares of HealthStream common stock.
HealthStream Inc director and CEO Robert A. Frist Jr. corrected a prior insider report to reflect the full number of shares previously given away as a gift. The amended filing now shows that 527,918 shares of common stock were transferred by bona fide gift on
After this gift transfer, Frist directly beneficially owns 4,048,052 shares of HealthStream common stock. The amendment fixes an administrative error in an earlier amended Form 4, which had temporarily reduced the reported gift amount by 208 shares.
HealthStream Inc Executive Vice President Trisha L. Coady reported multiple equity transactions tied to restricted share units (RSUs). On February 27, 2026, she acquired 2,000 and 1,803 RSUs through exercises/conversions, which resulted in 3,803 shares of common stock being added to her direct holdings.
As part of the same event, 1,128 common shares were disposed of at
HealthStream Executive Vice President Michael Manning Collier reported equity award activity tied to restricted share units that vested based on performance. On February 27, 2026, he acquired 3,600 and 1,803 shares through RSU exercises at $0.00 per share, and 5,403 shares of common stock reflecting these conversions. To cover tax obligations, 1,602 shares of common stock were withheld at $22.09 per share. After these transactions, Collier directly owned 54,782 shares of HealthStream common stock. Footnotes explain that the RSUs vest over multiple years, contingent on continued service and achievement of annually established performance criteria, with performance goals for the 2025 period having been met.
HealthStream Inc.'s Chief Technology Officer Jeff Cunningham reported equity-related transactions tied to restricted share unit (RSU) vesting. He acquired 2,000 and 541 RSUs that converted into 2,541 shares of common stock, then 754 shares were withheld at
HealthStream Inc. senior vice president Michael Scott McQuigg reported multiple equity transactions involving restricted share units (RSUs) and common stock. On February 27, 2026, he acquired 2,000 and 541 shares of common stock through the vesting and conversion of RSUs, reflecting previously granted performance-based awards.
He also acquired 2,541 shares of common stock in connection with these RSU conversions, bringing his direct common stock holdings to 31,708 shares before a tax-related share disposition. In a separate transaction coded "F", 754 shares were surrendered at $22.09 per share to cover tax liabilities, reducing his direct holdings to 30,954 shares.
The footnotes explain that each RSU represents a right to receive one share of common stock upon vesting, and that vesting is contingent on continued service and achievement of annual performance criteria. The criteria for performance periods ending December 31, 2025 were achieved, triggering partial vesting of these RSU awards on February 23, 2026 and February 27, 2026.
HealthStream Inc. Executive Vice President Kevin P. O’Hara reported RSU vesting and related tax withholding transactions. On
Footnotes state these shares were acquired upon vesting of RSUs, each representing one share of common stock. A separate transaction disposed of 1,399 shares of common stock at
HealthStream Inc. CFO and SVP Scott Alexander Roberts reported RSU vesting and related share movements. On February 27, 2026, he acquired 2,000 and 541 shares through the exercise or conversion of restricted share units, and 2,541 common shares were delivered from these awards.
To cover tax obligations, 754 common shares were withheld at a price of $22.09 per share in a tax-withholding disposition, rather than an open-market sale. After these transactions, he directly owned 32,563 shares of common stock.
HealthStream, Inc. provides SaaS-based workforce, learning, credentialing, and scheduling solutions for healthcare organizations, professionals, and students, built around its hStream technology platform and hStream ID. The company highlights growing use of AI and machine learning across its applications and positions hStream as a single, interoperable platform for healthcare workforce tools.
HealthStream operates in a large, fragmented healthcare training and credentialing market and faces competition from broad HCM vendors and healthcare-focused specialists. It reports 1,139 full-time and 21 part-time employees and continued use of acquisitions, such as Virsys12 and MissionCare in 2025, to expand its ecosystem. Risk factors emphasize macroeconomic and healthcare funding pressures, evolving AI regulation, talent competition, integration and investment risks, and sensitivity to customer renewals in a predominantly subscription-based revenue model.