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 Executive Vice President Kevin P. O'Hara reported routine equity compensation activity. On March 30, 2026, multiple batches of restricted share units vested and were converted into a total of 5,672 shares of common stock at a stated exercise price of $0.00 per share.
To cover related tax obligations, 1,382 common shares were disposed of through a tax-withholding transaction at $21.25 per share, rather than through an open-market sale. After these transactions, O'Hara directly holds 23,982 shares of HealthStream common stock. The filing shows no remaining derivative positions tied to these restricted share units.
HealthStream Senior Vice President Michael Scott McQuigg reported routine equity compensation activity involving restricted share units (RSUs) that vested into common stock. On March 30, 2026, he exercised RSUs that delivered 5,601 shares of HealthStream common stock at a conversion price of $0.00 per share.
As part of the same event, 1,364 shares of common stock were withheld at $21.25 per share to cover tax obligations, a non‑market disposition. Following these transactions, he directly owned 35,191 shares of HealthStream common stock. Footnotes explain that each RSU converts into one share upon vesting and that awards follow multi‑year vesting schedules tied to continued service and, for certain grants, performance criteria.
HealthStream Inc Senior Vice President Jennifer Hayes LoPresto exercised restricted share units into common stock and had shares withheld for taxes. On the RSU vesting date, she acquired 803 shares of common stock at a conversion price of $0.00 per share through RSU exercises. To cover tax liabilities, 274 common shares were withheld at $21.25 per share in a tax-withholding disposition, which is not an open-market sale. After these transactions, LoPresto directly holds 6,585 shares of HealthStream common stock. The RSUs vest under multi-year schedules that require continued service.
HealthStream CEO and Chairman Robert A. Frist Jr. reported routine equity compensation activity involving restricted share units (RSUs). He exercised RSUs to acquire 4,038 shares of common stock at a conversion price of $0.00 per share, reflecting vesting of previously granted awards. To cover tax obligations, 984 shares were withheld at $21.25 per share, a non-market, tax-withholding disposition. After these transactions, his directly held common stock position is 4,051,106 shares. The filing also lists multiple indirect common stock holdings through various family and children’s trusts, which are shown as holdings rather than new open-market trades. Several RSU grants remain subject to multi-year vesting schedules contingent on continued service through dates in 2026–2029.
HealthStream Inc. Chief Technology Officer Jeff Cunningham received common shares through the vesting and conversion of restricted share units (RSUs). He acquired 5,601 shares of common stock at a conversion price of $0.00 per share, reflecting compensation rather than an open‑market purchase.
To cover tax obligations on the RSU vesting, 1,364 shares were withheld at $21.25 per share as a tax-withholding disposition, not a market sale. After these transactions, Cunningham directly holds 37,513 common shares. Footnotes explain that each RSU converts into one share and that the awards vest over multi‑year schedules, in some cases contingent on performance goals set by the Compensation Committee.
The Vanguard Group filed Amendment No. 12 to a Schedule 13G/A reporting that it beneficially owns 0 shares (0%) of HealthStream Inc. common stock. The amendment explains an internal realignment completed on January 12, 2026 that disaggregated certain Vanguard subsidiaries' holdings in reliance on SEC Release No. 34-39538.
The filing states that those subsidiaries now report beneficial ownership separately and that The Vanguard Group no longer is deemed to beneficially own securities held by those entities. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
LoPresto Jennifer Hayes reported acquisition or exercise transactions in this Form 4 filing.
HealthStream Inc Senior Vice President Jennifer Hayes LoPresto received a grant of 2,183 restricted share units (RSUs) on March 18, 2026. 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 these transactions, her directly held common stock position reported in this filing is 6,056 shares.
Roberts Scott Alexander reported acquisition or exercise transactions in this Form 4 filing.
HealthStream Inc CFO and SVP Scott Alexander Roberts received a grant of 2,911 restricted share units. Each RSU represents the right to receive one share of common stock upon vesting. The award vests 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 35% on March 18, 2030. Following this award, he directly holds 32,563 shares of common stock.
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.