STEAD WILLIAM - 29 May 2025 Form 4 Insider Report for HEALTHSTREAM INC (HSTM)

Reporting relationship: Director
Issuer ticker: HSTM
Reported as of: 29 May 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 30 May 2025, 16:24:51 UTC
Prior SEC filing: 28 Mar 2025
Source filing: View source filing
Reporting owner signature: /s/ William W. Stead

Key filing fact

STEAD WILLIAM filed Form 4 for HEALTHSTREAM INC (HSTM) on 30 May 2025.

Key facts

This page summarizes STEAD WILLIAM's Form 4 filing for HEALTHSTREAM INC (HSTM).
3 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 30 May 2025, 16:24.

Change

Previous filing in this sequence was filed on 28 Mar 2025.
Current net transaction value: $0.

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

Reporting Owners (1)

CIK 0001217355 Primary reporting owner

STEAD WILLIAM

Relationship: Director
Address: 500 11TH AVENUE NORTH, SUITE 850, NASHVILLE
Signature: /s/ William W. Stead
Signature date: 30 May 2025

Reported non-derivative transactions

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

HSTM transaction

Common Stock Holding

Award

Transaction value: $0
Shares: +5,270
Change %: +12%
Price: $0.000000
Shares after: 48,298
Date: 29 May 2025
Ownership: Direct
Footnotes: F1

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: +2,252
Change %
Price: $0.000000
Shares after: 0
Date: 29 May 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,252
Exercise price: $0.000000
Footnotes: F2, F3, F4

HSTM transaction Derivative

Restricted Share Units

Options Exercise

Transaction value: $0
Shares: +3,018
Change %
Price: $0.000000
Shares after: 0
Date: 29 May 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,018
Exercise price: $0.000000
Footnotes: F2, F4, F5

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Shares acquired upon acceleration of the vesting of multiple grants of restricted share units ("RSUs") upon Dr. Stead's retirement from service on the Board of Directors ("Board") of HealthStream, Inc. (the "Company").

Footnote F2

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

Footnote F3

Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Dr. Stead's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning June 6, 2024 in three equal installments. In connection with Dr. Stead's decision to retire from service on the Board effective concurrently with the Company's 2025 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 29, 2025.

Footnote F4

Not applicable.

Footnote F5

Reflects an amendment made to the terms of previously granted RSUs to provide for acceleration of the vesting of the unvested RSUs in connection with Dr. Stead's retirement from service on the Company's Board. These RSUs were initially subject to a three-year vesting schedule, contingent upon continued service at the time of vesting, and were originally scheduled to vest annually beginning May 30, 2025 in three equal installments. In connection with Dr. Stead's decision to retire from service on the Board effective concurrently with the Company's 2025 annual meeting of shareholders, the Company's Compensation Committee approved the accelerated vesting of all unvested RSUs to instead vest concurrent with his retirement as of the annual shareholder meeting date of May 29, 2025.