Form 4 for HSTM HEALTHSTREAM INC
Accepted 2026-02-27 00:00:00 ET · period of report 2026-02-27 · accession 0001437749-26-006119 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-02-27 | 2026-02-27 | HSTM | Coady Trisha L | EVP | F - Tax | $22.09 | -1,128 | 35.2K | -3% | -$24.9K |
| D | 2026-02-27 | 2026-02-27 | HSTM | Coady Trisha L | EVP | M - OptEx | $0.00 | +3,803 | 36.3K | +12% | $0 |
| DM | 2026-02-27 | 2026-02-27 | HSTM | Coady Trisha L | EVP | M - OptEx | $0.00 | -3,803 | 4,500 | -46% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock Holding | 2026-02-27 | F | D | 1,128 | $22.09 | 35,205 | D | — | — | (F2) Shares withheld for payment of tax liability. |
| 2 | Common | Common Stock Holding | 2026-02-27 | M | A | 3,803 | $0.00 | 36,333 | D | — | — | (F1) Shares acquired on vesting of restricted share units. |
| 3 | Derivative | Restricted Share Units | 2026-02-27 | M | D | 1,803 | $0.00 | 10,220 | D | $0.00 · — to — | 1,803 Common Stock | (F3) Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. (F6) 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 February 27, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 27, 2027 for the period January 1, 2026 through December 31, 2026; 20% vest on February 27, 2028 for the period January 1, 2027 through December 31, 2027; 20% vest on February 27, 2029 for the period January 1, 2028 through December 31, 2028; and 25% vest on February 27, 2030 for the period January 1, 2029 through December 31, 2029. Vesting will be determined based on actual performance. The performance criteria for the period January 1, 2025 through December 31, 2025 was achieved; therefore 15% of the awards vested on February 27, 2026. (F5) Not applicable. |
| 4 | Derivative | Restricted Share Units | 2026-02-27 | M | D | 2,000 | $0.00 | 4,500 | D | $0.00 · — to — | 2,000 Common Stock | (F3) Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit. (F4) 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 February 23, 2024 for the period January 1, 2023 through December 31, 2023; 20% vest on February 23, 2025 for the period January 1, 2024 through December 31, 2024; 20% vest on February 23, 2026 for the period January 1, 2025 through December 31, 2025; 20% vest on February 23, 2027 for the period January 1, 2026 through December 31, 2026; and 25% vest on February 23, 2028 for the period January 1, 2027 through December 31, 2027. 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 February 23, 2026. (F5) Not applicable. |