| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Keyboard |
| Healthstream Inc | |
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| Ticker | HSTM |
| CIK # | 0001095565 |
| CUSIP | 42222N103 |
| Sector | Technology - Services-Computer Programming, Data Processing, Etc. |
| Address | 209 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 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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LoPresto Jennifer Hayes
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 71 | $0.00 | |
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Cunningham Jeff
Common Stock Holding
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2026-03-30 | Tax withheld | 1,364 | $21.25 | 28,985 |
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LoPresto Jennifer Hayes
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 112 | $0.00 | |
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O'Hara Kevin P
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 2,460 | $0.00 | |
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Cunningham Jeff
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 285 | $0.00 | |
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McQuigg Michael Scott
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 1,722 | $0.00 | |
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LoPresto Jennifer Hayes
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 171 | $0.00 | |
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O'Hara Kevin P
Common Stock Holding
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2026-03-30 | Tax withheld | 1,382 | $21.25 | 29,368 |
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Collier Michael Manning
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 560 | $0.00 | |
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Coady Trisha L
Common Stock Holding
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2026-03-30 | Tax withheld | 1,382 | $21.25 | 29,368 |
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Cunningham Jeff
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 1,722 | $0.00 | |
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Roberts Scott Alexander
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 448 | $0.00 | |
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Cunningham Jeff
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 2,460 | $0.00 | |
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Roberts Scott Alexander
Common Stock Holding
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2026-03-30 | Option exercise | 5,601 | $0.00 | |
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McQuigg Michael Scott
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 448 | $0.00 | |
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Roberts Scott Alexander
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 285 | $0.00 | |
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O'Hara Kevin P
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 448 | $0.00 | |
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Roberts Scott Alexander
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 686 | $0.00 | |
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Coady Trisha L
Restricted Share Units · derivative
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2026-03-30 | Option exercise | 1,722 | $0.00 | |
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LoPresto Jennifer Hayes
Common Stock Holding
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2026-03-30 | Option exercise | 803 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares 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 |