HSTM (HSTM) SVP LoPresto reports RSUs, options and common stock holdings

Rhea-AI Filing Summary

LoPresto Jennifer Hayes, a Senior Vice President of the issuer of HSTM, has filed an initial statement of beneficial ownership. She directly holds 6,056 shares of common stock. She also holds multiple blocks of restricted share units (RSUs), each representing the right to receive one common share upon vesting, with vesting dates from March 23, 2026 through December 9, 2029, all contingent on continued service. In addition, she holds an employee stock option for 5,641 shares of common stock at an exercise price of $23.93, expiring on December 9, 2035, also subject to a four-year vesting schedule tied to continued service.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

LoPresto Jennifer Hayes

(Last) (First) (Middle)

500 11TH AVENUE NORTH

SUITE 850

(Street)

NASHVILLE TN 37203

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026

3. Issuer Name and Ticker or Trading Symbol
HEALTHSTREAM INC [ HSTM ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Senior Vice President

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock Holding	6,056	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Share Units	(1)	(2)	Common Stock	449	$0.0000(3)	D
Restricted Share Units	(4)	(2)	Common Stock	224	$0.0000(3)	D
Restricted Share Units	(5)	(2)	Common Stock	371	$0.0000(3)	D
Restricted Share Units	(6)	(2)	Common Stock	457	$0.0000(3)	D
Restricted Share Units	(7)	(2)	Common Stock	476	$0.0000(3)	D
Restricted Share Units	(8)	(2)	Common Stock	435	$0.0000(3)	D
Restricted Share Units	(9)	(2)	Common Stock	2,172	$0.0000(3)	D
Restricted Share Units	(10)	(2)	Common Stock	475	$0.0000(3)	D
Restricted Share Units	(11)	(2)	Common Stock	517	$0.0000(3)	D
Restricted Share Units	(12)	(2)	Common Stock	1,880	$0.0000(3)	D
Employee Stock Option (right to buy)	(13)	12/09/2035	Common Stock	5,641	$23.93	D

Explanation of Responses:

1. The RSUs are subject to a vesting schedule, contingent upon continued service at the time of vesting. 449 RSUs vest on March 23, 2026.

2. Not applicable.

3. Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

4. The RSUs are subject to a vesting schedule, contingent upon continued service at the time of vesting. 224 RSUs vest on October 27, 2026.

5. The RSUs are subject to a vesting schedule, contingent upon continued service at the time of vesting. 171 RSUs vest on March 22, 2026 and 200 RSUs vest on March 22, 2027.

6. The RSUs are subject to a vesting schedule, contingent upon continued service at the time of vesting. 211 RSUs vest on September 20, 2026 and 246 RSUs vest on September 20, 2027.

7. The RSUs are subject to a vesting schedule, contingent upon continued service at the time of vesting. 112 RSUs vest on March 20, 2026, 168 RSUs vest on March 20, 2027, and 196 RSUs vest on March 20, 2028.

8. The RSUs are subject to a vesting schedule, contingent upon continued service at the time of vesting. 102 RSUs vest on September 18, 2026, 154 RSUs vest on September 18, 2027, and 179 RSUs vest on September 18, 2028.

9. The RSUs are subject to a vesting schedule, contingent upon continued service at the time of vesting. 511 RSUs vest on November 20, 2026, 767 RSUs vest on November 20, 2027, and 894 RSUs vest on November 20, 2028.

10. 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.

11. 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.

12. 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.

13. 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.

	/s/ Jennifer H. LoPresto	02/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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FAQ

What does the HSTM Form 3 filing by Jennifer Hayes LoPresto show?

The filing shows Senior Vice President Jennifer Hayes LoPresto’s initial beneficial ownership in HSTM, including 6,056 common shares, several tranches of restricted share units vesting between 2026 and 2029, and stock options for 5,641 shares at a $23.93 exercise price expiring in 2035.

How many HSTM common shares does Jennifer Hayes LoPresto directly own?

She directly owns 6,056 shares of HSTM common stock. This ownership is reported as a direct holding in the Form 3, separate from her restricted share units and stock options, which represent additional potential future common shares subject to vesting and, for options, exercise.

What restricted share units (RSUs) are reported for HSTM’s Senior Vice President?

The filing lists multiple RSU awards, each equal to one HSTM common share upon vesting. These RSUs vest on specific dates from March 23, 2026 through December 9, 2029, and all vesting is contingent on Ms. LoPresto’s continued service with the company at each vesting date.

What are the terms of Jennifer Hayes LoPresto’s HSTM stock options?

She holds an employee stock option covering 5,641 HSTM common shares at an exercise price of $23.93 per share. The option expires on December 9, 2035 and follows a four-year vesting schedule, with portions vesting each year subject to continued service.

When do the HSTM RSUs held by Jennifer Hayes LoPresto vest?

The RSUs vest on various dates: specific tranches vest in 2026, 2027, and 2028, while others follow four-year schedules with 15%, 20%, 30%, and 35% installments through March 19, September 24, and December 9, 2029, all requiring continued service at each vest date.

Is Jennifer Hayes LoPresto a major shareholder of HSTM based on this filing?

Based on the Form 3, she is reported as an officer, not a 10% owner. Her holdings include 6,056 common shares plus RSUs and options, but the form specifically indicates she is not classified as a 10% owner of HSTM under Section 16 reporting categories.