FRIST ROBERT A JR - 29 Sep 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
29 Sep 2025
Net transactions value
-$7,706
Form type
4
Filing time
29 Sep 2025, 16:35:56 UTC
Previous filing
26 Sep 2025
Next filing
31 Oct 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
FRIST ROBERT A JR CEO and Chairman, Director, 10%+ Owner 500 11TH AVENUE NORTH, SUITE 1000, NASHVILLE /s/ Robert A. Frist Jr 29 Sep 2025 0001217273

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HSTM Common Stock Holding Options Exercise $0 +1,087 +0.02% $0.000000 4,750,589 29 Sep 2025 Direct F1
transaction HSTM Common Stock Holding Tax liability $7,706 -265 -0.01% $29.08 4,750,324 29 Sep 2025 Direct F2
holding HSTM Common Stock Holding 10,000 29 Sep 2025 The Carolyn Marie Frist 2005 Vested Trust
holding HSTM Common Stock Holding 10,000 29 Sep 2025 The Cate Merriman Frist 2005 Vested Trust
holding HSTM Common Stock Holding 10,000 29 Sep 2025 The Eleanor Knox Frist 2005 Vested Trust
holding HSTM Common Stock Holding 0 29 Sep 2025 By grantor retained annuity trust (1)
holding HSTM Common Stock Holding 18,335 29 Sep 2025 Louise Trust u/a/d 08-16-2007
holding HSTM Common Stock Holding 18,334 29 Sep 2025 Merriman Trust u/a/d 08-16-2007
holding HSTM Common Stock Holding 18,334 29 Sep 2025 Marie Trust u/a/d 08-16-2007
holding HSTM Common Stock Holding 18,334 29 Sep 2025 Knox Trust u/a/d 08-16-2007
holding HSTM Common Stock Holding 595,000 29 Sep 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 -703 -24% $0.000000 2,285 29 Sep 2025 Common Stock 703 $0.000000 Direct F3, F4, F5
transaction HSTM Restricted Share Units Options Exercise $0 -384 -15% $0.000000 2,176 29 Sep 2025 Common Stock 384 $0.000000 Direct F3, F5, F6
* 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 September 20, 2024, 20% vest on September 20, 2025, 30% vest on September 20, 2026, and the remaining 35% vest on September 20, 2027.
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 September 18, 2025, 20% vest on September 18, 2026, 30% vest on September 18, 2027, and the remaining 35% vest on September 18, 2028.