HealthStream filings document the regulatory record for a Tennessee healthcare technology company listed on Nasdaq under HSTM. Its 8-K filings report quarterly and annual operating results, Regulation FD disclosures, dividend declarations, share repurchase programs, acquisitions and amendments to its revolving credit agreement.
The company’s proxy materials cover board matters, executive compensation, equity awards and shareholder voting items under its governance framework and incentive plans. Material-event filings also document executive appointments and related compensatory arrangements, while exhibits to current reports provide formal press releases and agreement summaries tied to HealthStream’s capital allocation, financing and workforce-technology operations.
HealthStream, Inc. approved special grants of time-based and performance-based restricted share units for five named executive officers on September 18, 2026. Robert A. Frist, Jr., Michael M. Collier, Trisha L. Coady, and Kevin P. O’Hara each received grants of 15,395 time-based RSUs with a grant date fair value of $450,000 and 5,132 performance-based RSUs with a grant date fair value of $150,000. Scott A. Roberts received grants of 12,316 time-based RSUs valued at $360,000 and 4,105 performance-based RSUs valued at $120,000.
The time-based units vest in four equal annual installments of 25% on the first through fourth grant anniversaries. Performance-based units are eligible to vest in four equal 25% increments based on company achievement against annual targets to be established by the Compensation Committee for 2027, 2028, 2029, and 2030.
HEALTHSTREAM INC (symbol: HSTM) is the issuer of record for a Form 4 filing submitted to the SEC. FRIST ROBERT A JR reported acquisition or exercise transactions in this Form 4 filing.
HEALTHSTREAM INC (HSTM) reported that CEO and Chairman Robert A. Frist, Jr. received three grants of Restricted Share Units (RSUs) on September 18, 2026, each RSU representing the contingent right to receive one share of common stock upon vesting.
The awards cover 2,566 RSUs with a four-year vesting schedule of 15%/20%/30%/35% from September 18, 2027 through September 18, 2030; 15,395 RSUs vesting in four equal annual installments beginning September 18, 2027; and 5,132 RSUs subject to continued service and annual performance criteria for periods 2027–2030 with potential vesting of up to 25% after each year’s performance period.
Following these awards, Frist is reported to hold 3,907,038 shares of HealthStream common stock directly and additional indirect holdings through various family and children’s trusts, including positions such as 995,000 shares in the Bobby and Melissa Frist Children’s 2012 GST-Exempt Trust and several smaller vested trusts. No Rule 10b5-1 trading plan is reported in connection with these grants.
HEALTHSTREAM INC (symbol: HSTM) is the issuer of record for a Form 4 filing submitted to the SEC. Coady Trisha L reported acquisition or exercise transactions in this Form 4 filing.
HEALTHSTREAM INC (HSTM) reported that Executive Vice President Trisha L. Coady received three grants of restricted share units (RSUs) on September 18, 2026, covering 2,566, 15,395 and 5,132 units, each representing one share of common stock upon vesting. These RSUs vest over four years, in some cases in equal annual installments and in others based on specified percentages or achievement of annual performance criteria, all contingent on continued service at the time of vesting. After these awards, Coady directly holds 39,495 shares of HealthStream common stock.
HEALTHSTREAM INC (symbol: HSTM) is the issuer of record for a Form 4 filing submitted to the SEC. Collier Michael Manning reported acquisition or exercise transactions in this Form 4 filing.
HEALTHSTREAM INC (HSTM) reported that Executive Vice President Michael Manning Collier received three grants of restricted share units (RSUs) on September 18, 2026, covering 2,566; 15,395; and 5,132 underlying shares of common stock. Each RSU vests over multiple years, with one grant based on continued service and another also contingent on annual performance criteria set by the Compensation Committee. Following these awards, he holds 60,293 shares of common stock directly.
HEALTHSTREAM INC (symbol: HSTM) is the issuer of record for a Form 4 filing submitted to the SEC. O'Hara Kevin P reported acquisition or exercise transactions in this Form 4 filing.
HEALTHSTREAM INC (HSTM) reported that Executive Vice President Kevin P. O'Hara received three awards of restricted share units on September 18, 2026: 2,566 RSUs with a four-year 15%/20%/30%/35% vesting schedule, 15,395 RSUs vesting in four equal annual installments starting September 18, 2027, and 5,132 performance-based RSUs eligible to vest in up to 25% tranches tied to annual performance periods from 2027 through 2030. Each RSU represents the contingent right to receive one share of common stock upon vesting, and O'Hara holds 20,982 shares of common stock directly after these grants. No Rule 10b5-1 trading plan is reported.
HealthStream Inc. (HSTM) reported that Chief Technology Officer Jeff Cunningham received three equity awards on September 18, 2026, each in the form of restricted share units (RSUs) that convert into common stock upon vesting. The awards have time-based and performance-based four-year vesting schedules tied to continued service and, for one grant, future performance criteria. Following these grants, he holds 37,513 shares of common stock directly.
HEALTHSTREAM INC (symbol: HSTM) is the issuer of record for a Form 4 filing submitted to the SEC. McQuigg Michael Scott reported acquisition or exercise transactions in this Form 4 filing.
HEALTHSTREAM INC (HSTM) reported that Senior Vice President Michael Scott McQuigg received three grants of restricted share units on September 18, 2026: 2,053 RSUs, 12,316 RSUs, and 4,105 performance-based RSUs, each RSU representing one share of common stock upon vesting.
The awards vest over multiple years based on continued service and, for one grant, the achievement of annual performance criteria. Following these grants, he directly holds 35,191 shares of common stock.
HEALTHSTREAM INC (symbol: HSTM) is the issuer of record for a Form 4 filing submitted to the SEC. Roberts Scott Alexander reported acquisition or exercise transactions in this Form 4 filing.
HEALTHSTREAM INC (HSTM) reported that its CFO and SVP, Scott Alexander Roberts, received three awards of Restricted Share Units (RSUs) on September 18, 2026, covering 2,053; 12,316; and 4,105 underlying shares of common stock. Each RSU represents the contingent right to receive one share upon vesting.
The 2,053 RSUs vest over four years with 15% on September 18, 2027, 20% on September 18, 2028, 30% on September 18, 2029, and 35% on September 18, 2030, contingent on continued service. The 12,316 RSUs vest annually in four equal installments beginning September 18, 2027, also contingent on continued service. The 4,105 RSUs vest in up to four 25% tranches from February 23, 2028 through February 23, 2031 based on performance criteria and continued service. After these awards, Roberts is reported as directly holding 36,800 shares of common stock.
HEALTHSTREAM INC (symbol: HSTM) is the issuer of record for a Form 4 filing submitted to the SEC. LoPresto Jennifer Hayes reported acquisition or exercise transactions in this Form 4 filing.
HEALTHSTREAM INC (HSTM) reported that Senior Vice President Jennifer Hayes LoPresto received three grants of restricted share units (RSUs) on September 18, 2026, covering an aggregate 13,856 RSUs, each representing the contingent right to receive one share of common stock upon vesting.
The 1,540 RSUs vest over four years with tranches of 15%, 20%, 30%, and 35% from September 18, 2027 through September 18, 2030, subject to continued service. The 9,237 RSUs vest in four equal annual installments beginning September 18, 2027. The 3,079 RSUs vest in up to four annual tranches from February 23, 2028 through February 23, 2031 based on performance criteria set annually by the Compensation Committee. After the reported transactions, she directly holds 6,585 shares of common stock. No Rule 10b5-1 trading plan is reported.
HealthStream, Inc. (HSTM) disclosed that WJRJJ Ventures, LLC has filed a Schedule 13D reporting beneficial ownership of 2,800,000 shares of common stock, representing 9.6% of outstanding shares as of August 6, 2026. WJRJJ holds sole voting and dispositive power over all reported shares.
WJRJJ acquired 1,355,932 shares directly from HealthStream for about $40.0 million and 144,068 shares from selling shareholder Robert A. Frist, each at $29.50 per share, under a Securities Purchase Agreement dated September 11, 2026. It had previously bought 1,300,000 shares in the open market for about $36.7 million.
Under that agreement, WJRJJ is subject to 12‑month standstill restrictions from September 14, 2026, limiting additional acquisitions, activist actions, and board representation, with certain exceptions. A related Registration Rights Agreement grants WJRJJ demand registration rights for resale, and a Lock-Up Agreement requires Willis Johnson to continue holding at least 1,300,000 shares until specified trigger events occur.