LoPresto Jennifer Hayes 4

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.