FRIST ROBERT A JR - 28 Mar 2025 Form 4 Insider Report for HEALTHSTREAM INC (HSTM)

Role
CEO and Chairman, Director, 10%+ Owner
Signature
/s/ Robert A. Frist, Jr.
Issuer symbol
HSTM
Transactions as of
28 Mar 2025
Net transactions value
-$38,344
Form type
4
Filing time
28 Mar 2025, 16:36:16 UTC
Previous filing
21 Mar 2025
Next filing
26 Sep 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HSTM Common Stock Holding Options Exercise $0 +4,933 +0.1% $0.000000 4,750,704 28 Mar 2025 Direct F1
transaction HSTM Common Stock Holding Tax liability $38,344 -1,202 -0.03% $31.90 4,749,502 28 Mar 2025 Direct F2
holding HSTM Common Stock Holding 10,000 28 Mar 2025 The Carolyn Marie Frist 2005 Vested Trust
holding HSTM Common Stock Holding 10,000 28 Mar 2025 The Cate Merriman Frist 2005 Vested Trust
holding HSTM Common Stock Holding 10,000 28 Mar 2025 The Eleanor Knox Frist 2005 Vested Trust
holding HSTM Common Stock Holding 18,335 28 Mar 2025 Louise Trust u/a/d 08-16-2007
holding HSTM Common Stock Holding 18,334 28 Mar 2025 Merriman Trust u/a/d 08-16-2007
holding HSTM Common Stock Holding 18,334 28 Mar 2025 Marie Trust u/a/d 08-16-2007
holding HSTM Common Stock Holding 18,334 28 Mar 2025 Knox Trust u/a/d 08-16-2007
holding HSTM Common Stock Holding 595,000 28 Mar 2025 Bobby and Melissa Frist Children's 2012 GST-Exempt Trust

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HSTM Restricted Share Units Options Exercise $0 -2,001 -100% $0.000000 0 28 Mar 2025 Common Stock 2,001 $0.000000 Direct F3, F4, F5
transaction HSTM Restricted Share Units Options Exercise $0 -1,941 -46% $0.000000 2,265 28 Mar 2025 Common Stock 1,941 $0.000000 Direct F3, F5, F6
transaction HSTM Restricted Share Units Options Exercise $0 -571 -24% $0.000000 1,857 28 Mar 2025 Common Stock 571 $0.000000 Direct F3, F5, F7
transaction HSTM Restricted Share Units Options Exercise $0 -420 -15% $0.000000 2,380 28 Mar 2025 Common Stock 420 $0.000000 Direct F3, F5, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares acquired on vesting of restricted share units.
F2 Shares withheld for payment of tax liability.
F3 Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.
F4 The RSUs are subject to a four year vesting schedule, contingent upon continued service at the time of vesting. 15% vest on March 17, 2022, 20% vest on March 17, 2023, 30% vest on March 17, 2024, and the remaining 35% vest on March 17, 2025.
F5 Not applicable.
F6 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.
F7 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.
F8 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.