HEALTHSTREAM INC·4

Mar 30, 9:24 PM ET

LoPresto Jennifer Hayes 4

4 · HEALTHSTREAM INC · Filed Mar 30, 2026

Research Summary

AI-generated summary of this filing

Updated

HealthStream (HSTM) SVP Jennifer Hayes LoPresto Receives 803 RSUs; 274 Withheld

What Happened

  • Jennifer Hayes LoPresto, Senior Vice President of HealthStream, had 803 restricted stock units (RSUs vest) convert into 803 shares on March 30, 2026. Of those, 274 shares were withheld to satisfy tax withholding at $21.25 per share, generating $5,823. The remaining 529 shares were delivered to LoPresto (803 total vested − 274 withheld = 529 net shares).

Key Details

  • Transaction date: 2026-03-30.
  • Primary actions: conversion/exercise of RSU derivatives (transaction code M) totaling 803 shares; shares withheld for tax payment (transaction code F) of 274 shares at $21.25/share, $5,823 total.
  • Shares owned after the transaction: not specified in the excerpt of the filing.
  • Footnotes: F1 = shares acquired on vesting; F2 = shares withheld for tax liability; F3–F8 describe that these are RSUs (one RSU = one share) subject to multi‑year, service‑based vesting schedules (four‑year schedules with tranches in the footnotes).
  • Filing timeliness: reported on 2026-03-30 for transactions on the same date (not indicated as late).

Context

  • These were vesting RSUs converting into common stock, not open‑market purchases or voluntary sales. The withholding of 274 shares to cover taxes is a routine administrative step and does not necessarily indicate a discretionary sale by the insider.
  • Transaction codes: M indicates conversion/exercise of a derivative (here, RSUs); F indicates shares withheld/sold to pay tax liabilities.

Insider Transaction Report

Form 4
Period: 2026-03-30
LoPresto Jennifer Hayes
Senior Vice President
Transactions
  • Exercise/Conversion

    Common Stock Holding

    [F1]
    2026-03-30+8036,859 total
  • Tax Payment

    Common Stock Holding

    [F2]
    2026-03-30$21.25/sh274$5,8236,585 total
  • Exercise/Conversion

    Restricted Share Units

    [F3][F4][F5]
    2026-03-3071404 total
    Exercise: $0.00Common Stock (71 underlying)
  • Exercise/Conversion

    Restricted Share Units

    [F3][F6][F5]
    2026-03-30112364 total
    Exercise: $0.00Common Stock (112 underlying)
  • Exercise/Conversion

    Restricted Share Units

    [F3][F7][F5]
    2026-03-30171200 total
    Exercise: $0.00Common Stock (171 underlying)
  • Exercise/Conversion

    Restricted Share Units

    [F3][F8][F5]
    2026-03-304490 total
    Exercise: $0.00Common Stock (449 underlying)
Footnotes (8)
  • [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 19, 2026, 20% vest on March 19, 2027, 30% vest on March 19, 2028, and the remaining 35% vest on March 19, 2029.
  • [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 20, 2025, 20% vest on March 20, 2026, 30% vest on March 20, 2027, and the remaining 35% vest on March 20, 2028.
  • [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 23, 2023, 20% vest on March 23, 2024, 30% vest on March 23, 2025, and the remaining 35% vest on March 23, 2026.
Signature
/s/ Jennifer H. LoPresto|2026-03-30

Documents

1 file
  • 4
    rdgdoc.xmlPrimary

    FORM 4