O'Hara Kevin P 4

What Happened
Kevin P. O'Hara, Executive Vice President of HealthStream (HSTM), had restricted stock units (RSUs) convert into 5,672 shares on March 30, 2026. Of those vested shares, 1,382 were withheld to cover tax liabilities (withholding price reported at $21.25, proceeds ~$29,368), leaving a net delivery of 4,290 shares to O'Hara. The filing records the conversion of RSUs (derivative code M) and the tax-withholding disposition (code F).

Key Details

• Transaction date: March 30, 2026. Withholding price shown: $21.25 per share. Withheld shares value: $29,368.
• Gross shares vested/converted: 5,672; shares withheld for taxes: 1,382; net shares delivered: 4,290. Implied value of net shares at $21.25 ≈ $91,163.
• Relevant footnotes: F1 = shares acquired on vesting of RSUs; F2 = shares withheld to pay tax liability; F3 = each RSU equals one share upon vesting. The filing includes multi-year vesting schedules in its footnotes.
• Filing timing: Reported with the same transaction date (3/30/2026), so appears to be timely based on the provided data.
• Transaction codes: M = exercise/conversion of derivative (RSU conversion); F = shares withheld for tax payment.

Context

• This was not an open-market sale or purchase — it was the vesting/conversion of RSUs and a routine tax withholding (common practice known as net settlement). Such transactions typically reflect compensation vesting rather than a trading decision.
• No 10% owner or trading-plan flags are indicated in the provided excerpt.
• Shares owned after the transaction were not specified in the provided data.