Healthstream Inc

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Healthstream Inc
TickerHSTM
CIK #0001095565
CUSIP42222N103
SectorTechnology - Services-Computer Programming, Data Processing, Etc.
Address209 10th Ave South Ste 450, Nashville, TN 37203
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Healthstream Inc 2025-12-30 4.0 M Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001095565] 10-K
[0001095565] 10-Q
[0001095565] 3
[0001095565] 4
[0001095565] 5
[0001095565] 8-K
[0001095565] D
[0001095565] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Dimensional Fund Advisors LP Healthstream Inc [2026-07-14] 0.0
Dimensional Fund Advisors LP Healthstream Inc [2024-02-09] 5.1
BlackRock Inc Healthstream Inc [2023-01-20] 13.8
Brown Brothers Harriman & Co Healthstream Inc [2018-02-12] 5.65
Riverbridge Partners LLC Healthstream Inc [2017-01-24] 7.05
Vanguard Group Inc Healthstream Inc [2015-02-10] 5.14
Pembroke Management Ltd Healthstream Inc [2015-02-09] 6.83
Conestoga Capital Advisors LLC Healthstream Inc [2015-01-14] 6.65
FMR LLC Healthstream Inc [2014-02-14] 0.0
BlackRock Inc Healthstream Inc [2013-01-30] 5.92
Form 3/4/5 Filer 2011 - 2026
Healthstream Inc
Rebrovick Linda
Beard Charles Jr
Dent Thompson
Jahangir Amir Alex
McLaren Jeffrey L
Rappuhn Terry Allison
Taylor Tate Deborah
Gordon Frank
O'Hara Kevin P
Collier Michael Manning
Frist Robert A Jr
Coady Trisha L
Roberts Scott Alexander
McQuigg Michael Scott
LoPresto Jennifer Hayes
Cunningham Jeff
Fenstermacher Scott
Stead William
Sousa Michael
Shmerling Michael D
Pearson J Edward
Harris C Martin
Polley Dale W
Hayden Gerard M Jr
Doster Jeffrey
Schultz Thomas
Newman Arthur E
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
LoPresto Jennifer Hayes
Restricted Share Units · derivative
2026-03-30 Option exercise 71 $0.00
Cunningham Jeff
Common Stock Holding
2026-03-30 Tax withheld 1,364 $21.25 28,985
LoPresto Jennifer Hayes
Restricted Share Units · derivative
2026-03-30 Option exercise 112 $0.00
O'Hara Kevin P
Restricted Share Units · derivative
2026-03-30 Option exercise 2,460 $0.00
Cunningham Jeff
Restricted Share Units · derivative
2026-03-30 Option exercise 285 $0.00
McQuigg Michael Scott
Restricted Share Units · derivative
2026-03-30 Option exercise 1,722 $0.00
LoPresto Jennifer Hayes
Restricted Share Units · derivative
2026-03-30 Option exercise 171 $0.00
O'Hara Kevin P
Common Stock Holding
2026-03-30 Tax withheld 1,382 $21.25 29,368
Collier Michael Manning
Restricted Share Units · derivative
2026-03-30 Option exercise 560 $0.00
Coady Trisha L
Common Stock Holding
2026-03-30 Tax withheld 1,382 $21.25 29,368
Cunningham Jeff
Restricted Share Units · derivative
2026-03-30 Option exercise 1,722 $0.00
Roberts Scott Alexander
Restricted Share Units · derivative
2026-03-30 Option exercise 448 $0.00
Cunningham Jeff
Restricted Share Units · derivative
2026-03-30 Option exercise 2,460 $0.00
Roberts Scott Alexander
Common Stock Holding
2026-03-30 Option exercise 5,601 $0.00
McQuigg Michael Scott
Restricted Share Units · derivative
2026-03-30 Option exercise 448 $0.00
Roberts Scott Alexander
Restricted Share Units · derivative
2026-03-30 Option exercise 285 $0.00
O'Hara Kevin P
Restricted Share Units · derivative
2026-03-30 Option exercise 448 $0.00
Roberts Scott Alexander
Restricted Share Units · derivative
2026-03-30 Option exercise 686 $0.00
Coady Trisha L
Restricted Share Units · derivative
2026-03-30 Option exercise 1,722 $0.00
LoPresto Jennifer Hayes
Common Stock Holding
2026-03-30 Option exercise 803 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 198 20,872,133
2025-12-31 193 20,062,601
2025-09-30 201 20,834,871
2025-06-30 203 20,936,802
2025-03-31 211 21,135,810
2024-12-31 206 21,303,232
2024-09-30 207 20,563,270
2024-06-30 201 20,594,490
2024-03-31 191 21,222,214
2023-12-31 189 20,797,481
2023-09-30 180 20,487,753
2023-06-30 173 20,482,643
Form 13F Holdings
Firm Period DFND Voting Shares
Gamma Investing LLC [2026-06-30] DFND 20,610 20,610
Formidable Asset Management LLC [2026-06-30] SOLE 19,479 19,479
Diversified Trust Co [2026-06-30] SOLE 0 16,868
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 780 12,135
Louisiana State Employees Retirement System [2026-06-30] SOLE 10,500 10,500
Alaska Retirement Management Board [2026-06-30] SOLE 9,323 9,323
Park Capital Management LLC / WI [2026-06-30] SOLE 8,821 8,821
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 8,135
Versant Capital Management Inc [2026-06-30] SOLE 4,401 4,401
Farther Finance Advisors LLC [2026-06-30] SOLE 0 1,754
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 1,025 1,025
First Horizon Corp [2026-06-30] DFND 0 255
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 160
AM Investment Strategies LLC [2026-06-30] SOLE 0 52
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 31
GHP Investment Advisors Inc [2026-06-30] SOLE 18 18
Farmers & Merchants Investments Inc [2026-06-30] SOLE 16 16
Davis Capital Management [2026-06-30] SOLE 1 1
Hughes Financial Services LLC [2026-06-30] SOLE 1 1
Capital Advisors Ltd LLC [2026-06-30] SOLE 0 0
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