HealthStream (HSTM) EVP vests 5,672 RSU shares; 1,382 withheld
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
5,672 shares exercised/converted
Mixed
7 txns
Insider
O'Hara Kevin P
Role
Executive Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Share Units | 356 | $0.00 | -- |
| Exercise | Restricted Share Units | 448 | $0.00 | -- |
| Exercise | Restricted Share Units | 686 | $0.00 | -- |
| Exercise | Restricted Share Units | 1,722 | $0.00 | -- |
| Exercise | Restricted Share Units | 2,460 | $0.00 | -- |
| Exercise | Common Stock Holding | 5,672 | $0.00 | -- |
| Tax Withholding | Common Stock Holding | 1,382 | $21.25 | $29K |
Holdings After Transaction:
Restricted Share Units — 2,020 shares (Direct);
Common Stock Holding — 25,364 shares (Direct)
Footnotes (1)
- Shares acquired on vesting of restricted share units. Shares withheld for payment of tax liability. Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029. Not applicable. The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028. The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 22, 2024, 20% vest on March 22, 2025, 30% vest on March 22, 2026, and the remaining 35% vest on March 22, 2027. The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026. Vesting of these RSUs is contingent upon continued service at the time of vesting and the achievement of certain performance criteria. The performance criteria will be established on an annual basis by the Compensation Committee of the Board of Directors. 15% vest on March 23, 2023 for the period January 1, 2022 through December 31, 2022; 20% vest on March 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on March 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on March 23, 2026 for the period January 1, 2025 through December 31, 2025; and 25% vest on March 23, 2027 for the period January 1, 2026 through December 31, 2026. Vesting is determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 20% of the awards vested on March 23, 2026.
Key Figures
RSU shares vested: 5,672 shares
Tax-withheld shares: 1,382 shares
Tax withholding price: $21.25 per share
+3 more
6 metrics
RSU shares vested
5,672 shares
Restricted share units converted to common stock on March 30, 2026
Tax-withheld shares
1,382 shares
Shares withheld to pay tax liability at $21.25 per share
Tax withholding price
$21.25 per share
Price used for F-code tax-withholding disposition
Direct holdings after transactions
23,982 shares
Common stock directly owned after March 30, 2026 activity
RSU-to-stock ratio
1:1
Each RSU represents the right to receive one share upon vesting
Derivative exercises
5,672 shares
Exercise or conversion of RSUs classified as derivative exercises
Key Terms
Restricted share units, tax-withholding disposition, contingent right, vesting schedule, +1 more
5 terms
tax-withholding disposition financial
"Payment of exercise price or tax liability by delivering securities"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
contingent right financial
"Each restricted share unit (RSU) represents the contingent right to receive one share"
vesting schedule financial
"The RSUs are subject to a four year vesting schedule, contingent upon continued service"
A vesting schedule is a timeline that determines when someone gains full ownership of certain benefits, such as company stock or retirement contributions. Think of it like earning the right to own a gift gradually over time, rather than receiving it all at once. It matters to investors because it affects when they can fully access or sell these benefits, influencing their financial planning and decision-making.
performance criteria financial
"Vesting of these RSUs is contingent upon continued service and the achievement of certain performance criteria."
FAQ
What did HealthStream (HSTM) EVP Kevin O'Hara report in this Form 4?
Kevin O'Hara reported routine equity compensation activity. Several restricted share unit grants vested into 5,672 shares of common stock, with a portion of the shares automatically withheld to satisfy related tax obligations under the company’s compensation arrangements.
What are the vesting terms for Kevin O'Hara’s HealthStream (HSTM) RSUs?
The RSU awards follow four-year vesting schedules, generally with 15% vesting in year one, 20% in year two, 30% in year three, and 35% in year four, contingent on continued service and, for some awards, achievement of specified performance criteria each year.
Do the performance-based RSUs for HealthStream (HSTM) depend on specific targets?
Yes. One RSU grant vests based on performance criteria set annually by the Compensation Committee, tied to periods such as January 1 through December 31 of each year. Vesting amounts depend on actual performance against those established metrics over each performance period.