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.
The HealthStream Inc (HSTM) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. HealthStream is a Tennessee corporation whose common stock trades on Nasdaq under the symbol HSTM, and its filings offer detailed insight into its financial condition, corporate actions, and material events.
HealthStream uses Form 8-K to report a variety of significant developments. These include quarterly results of operations and financial condition, where the company discloses revenues, operating income, net income, earnings per share, and adjusted EBITDA, along with updated guidance for the full year. The same filings may describe quarterly cash dividends declared under the company’s dividend policy, including the per-share amount and record and payment dates.
Other 8-K filings document share repurchase authorizations approved by the Board of Directors, specifying the maximum dollar amount of common stock that may be repurchased, the expected duration of the program, and the possible use of open market purchases, Rule 10b5-1 plans, and privately negotiated transactions. HealthStream also files 8-Ks to announce acquisitions, such as the purchases of Virsys12, LLC and MissionCare Collective LLC, and incorporates related press releases by reference.
Through these filings, readers can see how HealthStream reports on its platform and SaaS investments, capital allocation decisions, and expansion of its workforce and provider solutions. On Stock Titan, AI-powered tools can summarize lengthy filings, highlight key items—such as new repurchase programs, dividend declarations, or acquisition details—and help users quickly understand the implications of each disclosure.
Use this page to monitor HealthStream’s official SEC communications, from earnings-related 8-Ks to other material event reports, and to review the company’s ongoing regulatory history in a structured, searchable format.
HealthStream Executive Vice President Trisha L. Coady exercised restricted share units that vested into 5,672 shares of common stock on March 30, 2026. These awards vested at no exercise price as part of multi-year RSU compensation grants.
To cover tax obligations on the vesting, 1,382 shares of common stock were withheld at $21.25 per share. After these routine compensation and tax-withholding transactions, Coady directly holds 39,495 shares of HealthStream common stock. The underlying RSUs follow four-year vesting schedules tied to continued service and, for some awards, achievement of performance criteria set by the Compensation Committee.
HealthStream Executive Vice President Michael Manning Collier reported several compensation-related equity transactions tied to restricted share units (RSUs). On March 30, 2026, RSUs vested and were converted into a total of 7,285 shares of common stock, consistent with the footnote stating shares were acquired on vesting of RSUs.
To cover tax obligations, 1,774 shares of common stock were withheld at a price of $21.25 per share, described as payment of tax liability by delivering securities. After these transactions, Collier directly holds 60,293 shares of HealthStream common stock. Footnotes explain that each RSU represents the right to receive one share upon vesting and outline multi-year vesting schedules, including time-based and performance-based awards contingent on continued service and achievement of specified performance criteria.
HEALTHSTREAM INC CFO and SVP Scott Alexander Roberts reported routine equity compensation activity involving restricted share units (RSUs). On March 30, 2026, multiple RSU awards were exercised into a total of 5,601 shares of common stock at a conversion price of $0.00 per share, reflecting vesting of prior grants.
The filing shows 1,364 common shares were disposed of at $21.25 per share to cover tax liabilities tied to these vestings, with no open‑market sales. After these transactions, Roberts directly owned 36,800 shares of common stock. Footnotes explain that each RSU converts into one share and that the awards vest over multi‑year schedules, some contingent on performance criteria.
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.