HEALTHSTREAM INC·4

Jun 9, 4:15 PM ET

Taylor Tate Deborah 4

4 · HEALTHSTREAM INC · Filed Jun 9, 2026

Research Summary

AI-generated summary of this filing

Updated

HealthStream (HSTM) Director Deborah Taylor Tate Receives 3,148 Shares

What Happened

  • Deborah Taylor Tate, a director of HealthStream, had 3,148 restricted stock units (RSUs vest) on June 8, 2026 and converted those RSUs into 3,148 shares of common stock (reported as derivative conversion, code M). The filing also shows three derivative disposals on the same date totaling 3,148 shares (1,126; 1,006; 1,016), each at $0.00. No cash paid or received is reported for these transactions.
  • This is an award/vesting event (compensation), not an open-market purchase or a voluntary sale. The pattern—gross shares converted and an equal number disposed—is consistent with shares being withheld to satisfy tax or similar obligations rather than a market sale.

Key Details

  • Transaction date: June 8, 2026 (filed June 9, 2026) — filing appears timely.
  • Acquired: 3,148 shares via RSU vesting (exercise/conversion, code M) at $0.00 per share.
  • Disposed: 1,126; 1,006; and 1,016 shares (total 3,148) on same date at $0.00 per share (reported as derivative dispositions).
  • Shares owned after the transactions: not specified in the provided filing details.
  • Relevant footnotes:
    • F1–F2: Shares were acquired on RSU vesting; each RSU converts to one share.
    • F3–F6: RSUs are subject to a three-year vesting schedule with annual vesting (vesting start dates noted in footnotes).
  • No 10b5-1 plan, gift, or explicit tax-withholding footnote is listed in the excerpt; however, the matching disposal amounts are consistent with withholding for taxes or related settlement.

Context

  • For retail investors: this filing reflects routine equity compensation vesting for a director. It does not indicate an outright market sale or a new purchase position. Purchases by insiders are often more indicative of bullish sentiment; vesting and withholding are standard compensation events and should be interpreted as such.

Insider Transaction Report

Form 4
Period: 2026-06-08
Transactions
  • Exercise/Conversion

    Common Stock Holding

    [F1]
    2026-06-08+3,14824,699 total
  • Exercise/Conversion

    Restricted Share Units

    [F2][F3][F4]
    2026-06-081,1260 total
    Exercise: $0.00Common Stock (1,126 underlying)
  • Exercise/Conversion

    Restricted Share Units

    [F2][F5][F4]
    2026-06-081,0061,006 total
    Exercise: $0.00Common Stock (1,006 underlying)
  • Exercise/Conversion

    Restricted Share Units

    [F2][F6][F4]
    2026-06-081,0162,032 total
    Exercise: $0.00Common Stock (1,016 underlying)
Footnotes (6)
  • [F1]Shares acquired on vesting of restricted share units.
  • [F2]Each restricted share unit (RSU) represents the contingent right to receive one share of common stock upon vesting of the unit.
  • [F3]The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning June 6, 2024 in three equal installments.
  • [F4]Not applicable.
  • [F5]The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 30, 2025 in three equal installments.
  • [F6]The RSU's are subject to a three year vesting schedule, contingent upon continued service at the time of vesting. The RSU's vest annually beginning May 29, 2026 in three equal installments.
Signature
/s/ Deborah Taylor Tate|2026-06-09

Documents

1 file
  • 4
    rdgdoc.xmlPrimary

    FORM 4