Michael Sousa - 28 Mar 2025 Form 4 Insider Report for HEALTHSTREAM INC (HSTM)

Reporting relationship: Executive Vice President
Issuer ticker: HSTM
Reported as of: 28 Mar 2025
Net transaction value: -$45,266
SEC form: 4
Accepted by SEC: 28 Mar 2025, 16:43:41 UTC
Prior SEC filing: 28 Feb 2025
Source filing: View source filing
Reporting owner signature: /s/ Michael Sousa

Key filing fact

Michael Sousa filed Form 4 for HEALTHSTREAM INC (HSTM) on 28 Mar 2025.

Key facts

This page summarizes Michael Sousa's Form 4 filing for HEALTHSTREAM INC (HSTM).
6 reported transactions and 4 derivative rows are listed below.
Accepted by SEC: 28 Mar 2025, 16:43.

Change

Previous filing in this sequence was filed on 28 Feb 2025.
Current net transaction value: -$45,266.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HSTM transaction

Common Stock Holding

Options Exercise

Transaction value: $0
Shares: +4,933
Change %: +8%
Price: $0.000000
Shares after: 66,948
Date: 28 Mar 2025
Ownership: Direct
Footnotes: F1

HSTM transaction

Common Stock Holding

Tax liability

Transaction value: $45,266
Shares: -1,419
Change %: -2.1%
Price: $31.90
Shares after: 65,529
Date: 28 Mar 2025
Ownership: Direct
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

HSTM transaction Derivative

Restricted Share Units

Options Exercise

Transaction value: $0
Shares: -2,001
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 28 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,001
Exercise price: $0.000000
Footnotes: F3, F4, F5

HSTM transaction Derivative

Restricted Share Units

Options Exercise

Transaction value: $0
Shares: -1,941
Change %: -46%
Price: $0.000000
Shares after: 2,265
Date: 28 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,941
Exercise price: $0.000000
Footnotes: F3, F5, F6

HSTM transaction Derivative

Restricted Share Units

Options Exercise

Transaction value: $0
Shares: -571
Change %: -24%
Price: $0.000000
Shares after: 1,857
Date: 28 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 571
Exercise price: $0.000000
Footnotes: F3, F5, F7

HSTM transaction Derivative

Restricted Share Units

Options Exercise

Transaction value: $0
Shares: -420
Change %: -15%
Price: $0.000000
Shares after: 2,380
Date: 28 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 420
Exercise price: $0.000000
Footnotes: F3, F5, F8

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 8 footnotes

Footnote F1

Shares acquired on vesting of restricted share units.

Footnote F2

Shares withheld for payment of tax liability.

Footnote F3

Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.

Footnote 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.

Footnote F5

Not applicable.

Footnote 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.

Footnote 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.

Footnote 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.