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.
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.
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. entered into a First Amendment to its Amended and Restated Revolving Credit Agreement with Truist Bank. The amendment revises the restricted payments covenant to allow dividends and share repurchases that do not increase the Company’s pro forma leverage ratio above 1.50:1.00, and to permit additional restricted payments in an aggregate amount up to $50,000,000, in each case so long as no default or event of default exists.
The Board of Directors also approved a new share repurchase program authorizing the Company to buy back up to $10,000,000 of its outstanding common stock. Repurchases may be made in the open market, under Rule 10b5-1 plans, through privately negotiated transactions, or otherwise, and the program will terminate on the earlier of September 12, 2026 or when the authorized amount has been fully used.
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.