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.
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HealthStream, Inc. filed an 8-K reporting that on October 8, 2025 the company issued a press release announcing it acquired Virsys12, LLC, a Tennessee limited liability company. The filing states the press release is attached as Exhibit 99.1 and incorporated by reference. No financial terms, purchase price, or changes to management or guidance are disclosed in the filing. The document is limited to the announcement of the acquisition and the exhibit; it does not include financial statements or details about the transaction's expected impact on revenue, expenses, or operations.
Trisha L. Coady, Executive Vice President of HealthStream, reported transactions on 09/29/2025 related to the vesting and tax withholding of restricted share units (RSUs). On vesting she was credited with 869 shares (reported as acquisition at $0), increasing her total common stock holdings to 30,801 shares before withholding. To satisfy tax obligations, 212 shares were withheld at an implied price of $29.08, leaving 30,589 shares beneficially owned after the transactions. The filing also lists two outstanding RSU awards (562 and 307 RSUs) that convert to common stock upon vesting and are subject to multi-year service-based vesting schedules.
On September 29, 2025, HealthStream Executive Vice President Michael Manning Collier had restricted share units vest, converting into 1,087 shares of common stock. To cover tax liability, 265 shares were withheld at $29.08 per share. Following these transactions, he directly holds 50,304 common shares and 4,461 restricted share units.
Jeff Cunningham, Chief Technology Officer of HealthStream, reported transactions on 09/29/2025. Restricted share units vested and converted to common stock, resulting in the acquisition of 869 shares at $0 and bringing total reported beneficial ownership to 33,222 shares immediately after vesting. Separately, 212 shares were withheld to satisfy tax withholding at a price of $29.08, leaving 33,010 shares reported as beneficially owned after the withholding. The filing also reports additional restricted share unit awards (562 and 307 units) that are described with multi-year vesting schedules.
HealthStream (HSTM) Form 4: Senior Vice President Scott Fenstermacher reported routine equity activity tied to vesting restricted share units and customary tax withholding. On 09/29/2025 he had 652 shares issued upon RSU vesting, increasing his nominal holdings to 16,678 shares, and 221 shares were withheld/disposed at $29.08, leaving 16,457 shares beneficially owned. The filing also records conversion of RSUs into common stock: 422 RSUs and 230 RSUs were recorded as vested-derived share amounts with post-transaction direct ownership tallies of 1,371 and 1,306 respectively. The RSUs each represent one share and vest on multi-year schedules contingent on continued service per the explained vesting timelines.
Michael Scott McQuigg, Senior Vice President at HealthStream, acquired shares on vesting of restricted share units and had shares withheld to cover taxes. On 09/29/2025 he took receipt of 869 common shares upon RSU vesting (transaction code M), increasing his direct holdings to 28,800 shares before tax withholding. He concurrently had 212 shares withheld for tax payment (transaction code F) at $29.08, leaving 28,588 shares beneficially owned. Two RSU award pools were reported: 562 RSUs (post-transaction beneficial ownership 1,828) and 307 RSUs (post-transaction beneficial ownership 1,741). The filing shows applicable vesting schedules and that each RSU converts to one common share upon vesting.
Kevin P. O'Hara, Executive Vice President of HealthStream, Inc. (HSTM), reported insider transactions on 09/29/2025. He had 869 shares of common stock issued to him on vesting of restricted share units (RSUs) and 212 shares were withheld to satisfy tax withholding at a price of $29.08 per share. After these transactions he beneficially owned 17,794 shares of common stock. The filing also shows two RSU awards: 562 RSUs that vest on a schedule (earliest vesting dates beginning 09/20/2024 through 09/20/2027) and 307 RSUs with vesting dates from 09/18/2025 through 09/18/2028. Each RSU represents the contingent right to receive one share upon vesting under the stated service-based schedules.
HealthStream Inc. (HSTM) Form 4: Scott Alexander Roberts, CFO and SVP, reported transactions on 09/29/2025 tied to vesting of restricted share units (RSUs). A total of 869 shares were acquired on vesting at no cash price and 212 shares were disposed to satisfy tax withholding at a reported price of $29.08 per share. After these transactions, Mr. Roberts directly holds 30,409 shares of common stock and separately holds derivative-linked common shares from RSUs totaling 1,828 and 1,741 in two award tranches. The RSUs follow multi-year vesting schedules described in the filing.
Robert A. Frist Jr., director, CEO and 10% owner of HealthStream, reported insider transactions on 09/29/2025. He had 1,087 shares of common stock issued on vesting of restricted share units (RSUs) at no cash cost and 265 shares were withheld to satisfy tax withholding at an effective price of $29.08 per share. After these transactions his reported beneficial ownership is shown as 4,750,589 shares (prior to the withholding reduction of 4,750,324 in one line). He also reports ownership of derivative RSUs totaling amounts that convert to 703 and 384 shares, and indirect holdings through multiple family trusts including a reported 595,000 shares held in a GST-exempt trust.
Robert A. Frist Jr., CEO and Chairman and noted 10% owner of HealthStream, reported receipt of 2,586 restricted share units (RSUs) on 09/24/2025. Each RSU converts to one share of common stock upon vesting and the grant carries a four-year vesting schedule with 15% vesting on 09/24/2026, 20% on 09/24/2027, 30% on 09/24/2028 and 35% on 09/24/2029.
The filing lists beneficial holdings across direct and indirect vehicles, including 4,749,502 shares held directly and multiple trusts and family trusts holding additional shares (individual trust amounts shown in the filing). The Form 4 was signed 09/26/2025 and documents the nature and timing of the RSU grant and the reporting person’s substantial ownership positions.