Every Form 4 that HealthStream Inc (HSTM) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow HSTM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HSTM filings page.
Coady Trisha L reported acquisition or exercise transactions in this Form 4 filing.
HealthStream Inc Executive Vice President Trisha L. Coady received a grant of 3,639 restricted share units (RSUs) on common stock. Each RSU represents the right to receive one share of common stock when it vests. Following this grant, she holds 35,205 shares of common stock directly.
The RSUs vest over four years, contingent on continued service, with 15% vesting on March 18, 2027, 20% on March 18, 2028, 30% on March 18, 2029, and the remaining 35% on March 18, 2030. This filing reflects a compensation-related equity award rather than an open-market trade.
McQuigg Michael Scott reported acquisition or exercise transactions in this Form 4 filing.
HealthStream Inc Senior Vice President Michael Scott McQuigg received a grant of 2,911 restricted share units (RSUs) on March 18, 2026. Each RSU represents the contingent right to receive one share of common stock upon vesting. The RSUs follow a four-year vesting schedule, contingent on continued service, with 15% vesting on March 18, 2027, 20% on March 18, 2028, 30% on March 18, 2029, and the remaining 35% on March 18, 2030. Following this grant, his direct common stock holdings reported in this filing total 30,954 shares.
Cunningham Jeff reported acquisition or exercise transactions in this Form 4 filing.
HealthStream Inc. Chief Technology Officer Jeff Cunningham received a grant of 2,911 restricted share units on March 18, 2026. Each unit represents one share of common stock, vesting over four years: 15% in 2027, 20% in 2028, 30% in 2029, and 35% in 2030. Following this grant, he directly holds 33,276 shares of common stock.
Collier Michael Manning reported acquisition or exercise transactions in this Form 4 filing.
HEALTHSTREAM INC executive Michael Manning Collier received a grant of 3,639 restricted share units (RSUs). Each RSU represents the right to receive one share of common stock upon vesting. The award vests over four years: 15% on March 18, 2027, 20% on March 18, 2028, 30% on March 18, 2029, and 35% on March 18, 2030, contingent on continued service. Following this award, he directly holds 54,782 shares of common stock.
O'Hara Kevin P reported acquisition or exercise transactions in this Form 4 filing.
HealthStream Inc. Executive Vice President Kevin P. O'Hara received a grant of 3,639 restricted share units on March 18, 2026. Each unit represents the right to receive one share of common stock when it vests. The award vests over four years: 15% on March 18, 2027, 20% on March 18, 2028, 30% on March 18, 2029, and the remaining 35% on March 18, 2030, contingent on continued service. Following this award, he holds 19,692 shares of common stock directly and 3,639 RSUs.
FRIST ROBERT A JR reported acquisition or exercise transactions in this Form 4 filing.
HealthStream Inc. CEO and Chairman Robert A. Frist Jr. reported receiving a grant of 3,639 restricted share units (RSUs) on common stock. These RSUs vest over four years, with 15% on March 18, 2027, 20% on March 18, 2028, 30% on March 18, 2029, and 35% on March 18, 2030, contingent on continued service. After this grant, he holds 3,639 RSUs and 4,048,052 shares of common stock directly, along with additional indirect holdings through several family trusts, including 995,000 shares in the Bobby and Melissa Frist Children's 2012 GST-Exempt Trust.
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 December 15, 2025.
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 $22.09 per share to cover tax liabilities, leaving her with 35,205 directly held common shares. Footnotes explain that each RSU converts into one share upon vesting and that vesting depends on continued service and performance criteria that were achieved for the 2025 performance period, triggering the relevant vesting tranches.
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 $22.09 per share to cover tax liabilities, leaving 33,276 shares held directly.
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 February 27, 2026, he acquired 4,718 shares of common stock at $0.00 per share through the exercise and conversion of restricted share units as they vested.
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 $22.09 per share to satisfy tax liabilities due on the vesting. Additional footnotes describe multi-year performance-based vesting schedules, with performance criteria for the January 1, 2025 through December 31, 2025 period achieved, triggering a portion of the RSU vesting on the February 2026 dates.
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. insider updates reported stock gift. CEO and Chairman Robert A. Frist, Jr., who is also a director and 10% owner of HealthStream Inc. (HSTM), filed an amended Form 4 to correct an earlier administrative error. The amendment clarifies that 527,710 shares of common stock were transferred by gift on 12/15/2025, rather than the 527,918 shares previously reported. Following this corrected gift transaction, Frist is reported to beneficially own 4,058,760 shares of HealthStream common stock directly.
HealthStream CEO Robert A. Frist, Jr. reported gifting 527,918 shares of the company’s common stock on December 15, 2025.
He transferred 400,000 shares for no consideration to the Bobby and Melissa Frist Children's 2012 GST-Exempt Trust, where his spouse serves as trustee, and gifted 127,918 shares to various non-family member persons for no consideration. Following these transactions, he directly beneficially owned 4,058,552 shares and indirectly owned 995,000 shares through the children's trust, along with additional indirect holdings in several family trusts.
HealthStream Inc. executive Trisha L. Coady, an Executive Vice President, reported new equity awards and updated her holdings. On December 9, 2025, she received 3,134 restricted share units (RSUs), each representing the right to receive one share of common stock upon vesting. These RSUs follow a four-year vesting schedule, with portions vesting annually from December 9, 2026 through December 9, 2029, contingent on continued service.
She was also granted an employee stock option to buy 9,402 shares of HealthStream common stock at an exercise price of $23.93 per share, expiring on December 9, 2035, with the same four-year vesting schedule tied to continued service. After these reported transactions, Coady beneficially owns 32,530 shares of HealthStream common stock directly, in addition to the reported RSUs and options.
HealthStream Inc. reported equity awards to its CFO and SVP, Scott A. Roberts, dated December 9, 2025. He received 2,507 restricted share units, each representing the right to receive one share of common stock upon vesting, and 7,522 employee stock options with an exercise price of $23.93 per share, both tied to HealthStream common stock.
The RSUs and options vest over four years, with 15% vesting on December 9, 2026, 20% on December 9, 2027, 30% on December 9, 2028, and the remaining 35% on December 9, 2029, contingent on continued service. Following these grants, Roberts directly beneficially owned 30,776 shares of HealthStream common stock, in addition to the newly granted RSUs and options.
HealthStream (HSTM) reported an insider equity transaction by Executive Vice President Trisha L. Coady. On 10/30/2025, 2,566 shares of common stock were acquired upon RSU vesting, and 625 shares were withheld to satisfy taxes at $25.83 per share. Following these transactions, directly held shares total 32,530. The filing also shows 2,995 RSUs remaining outstanding. The RSUs vest over four years: 15% on October 27, 2023; 20% on October 27, 2024; 30% on October 27, 2025; and 35% on October 27, 2026.
HealthStream (HSTM) reported insider activity by its Executive Vice President on 10/30/2025, reflecting RSU vesting and tax withholding.
The officer acquired 895 shares of common stock at $0 upon RSU vesting (Code M) and had 218 shares withheld to cover taxes at $25.83 (Code F). Following these transactions, the officer directly held 50,981 shares.
The filing also notes 1,044 RSUs remaining beneficially owned. The RSUs vest over four years: 15% on Oct 27, 2023, 20% on Oct 27, 2024, 30% on Oct 27, 2025, and 35% on Oct 27, 2026, contingent on continued service.
HealthStream (HSTM) reported a routine Form 4 for its Chief Technology Officer. On 10/30/2025, 766 shares of common stock were acquired at $0 via code M from vested RSUs, and 187 shares were withheld at $25.83 via code F for taxes. Following these transactions, direct common stock holdings were 33,589 shares. The filing also lists 895 remaining RSUs, which vest on a four-year schedule through October 27, 2026.
HealthStream (HSTM) insider filing: the Senior Vice President reported routine equity activity on 10/30/2025. 575 common shares were acquired at $0 upon RSU vesting (code M), and 195 shares were withheld at $25.83 to satisfy taxes (code F). Following these transactions, direct common stock holdings were 16,837 shares, with 671 RSUs remaining.
The disclosed RSU grant vests over four years, contingent on continued service: 15% on Oct 27, 2023; 20% on Oct 27, 2024; 30% on Oct 27, 2025; and 35% on Oct 27, 2026.
HealthStream (HSTM) reported an insider equity transaction by a Senior Vice President. On 10/30/2025, 766 shares of common stock were acquired at $0 following the vesting of restricted share units (Code M). To cover taxes, 187 shares were withheld at $25.83 (Code F).
After these transactions, the officer directly holds 29,167 common shares. The filing also shows 895 restricted share units remaining outstanding. The RSUs vest over four years, with 30% scheduled on October 27, 2025, per the stated vesting schedule.
HealthStream, Inc. (HSTM) reported an insider transaction by its Executive Vice President. On 10/30/2025, the officer acquired 766 shares of common stock at $0 upon vesting of restricted share units (RSUs) and had 187 shares withheld at $25.83 to cover taxes.
Following these transactions, the officer directly beneficially owns 18,373 shares of common stock. The filing also shows 895 RSUs beneficially owned after the reported activity. Each RSU represents the right to receive one share upon vesting, with the award subject to a four-year vesting schedule: 15% on October 27, 2023; 20% on October 27, 2024; 30% on October 27, 2025; and 35% on October 27, 2026.
HealthStream (HSTM) reported an insider transaction by its CFO and SVP on 10/30/2025. The executive acquired 766 shares of common stock at $0 upon the vesting of restricted share units (RSUs), and 187 shares were withheld at $25.83 to cover taxes. Following these transactions, the executive directly holds 30,776 shares of common stock.
Each RSU represents the right to receive one share upon vesting. The RSUs follow a four‑year schedule: 15% on 10/27/2023, 20% on 10/27/2024, 30% on 10/27/2025, and 35% on 10/27/2026. RSUs carry a $0 exercise price, and 895 RSUs remain beneficially owned after the reported activity.
HealthStream (HSTM) — Form 4 insider transaction: CEO, Chairman, Director, and 10% Owner Robert A. Frist, Jr. reported RSU vesting on 10/30/2025. He acquired 958 shares of common stock upon vesting at $0 per share (code M), and 234 shares were withheld to cover taxes at $25.83 per share (code F).
Following these transactions, his direct holdings were 4,751,048 shares. He also reports indirect holdings through multiple family trusts, including 595,000 shares held by the Bobby and Melissa Frist Children’s 2012 GST-Exempt Trust.
The related RSU award carries a four-year vesting schedule: 15% on October 27, 2023; 20% on October 27, 2024; 30% on October 27, 2025; and 35% on October 27, 2026. After the reported activity, 1,119 RSUs remained outstanding.