Public ownership evidence

HealthStream Inc (HSTM) Ownership Disclosures

Read HSTM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

HealthStream Inc: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-22
Trade date
2026-09-18
Reporting owners
FRIST ROBERT A JR
Code
A
Shares
5,132
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001437749-26-030919
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HSTM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HSTM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-222026-09-18FRIST ROBERT A JRA5,132Not reported
2026-09-222026-09-18FRIST ROBERT A JRA15,395Not reported
2026-09-222026-09-18FRIST ROBERT A JRA2,566Not reported
2026-09-222026-09-18Coady Trisha LA5,132Not reported
2026-09-222026-09-18Coady Trisha LA15,395Not reported
2026-09-222026-09-18Coady Trisha LA2,566Not reported
2026-09-222026-09-18Collier Michael ManningA5,132Not reported
2026-09-222026-09-18Collier Michael ManningA15,395Not reported
2026-09-222026-09-18Collier Michael ManningA2,566Not reported
2026-09-222026-09-18O'Hara Kevin PA5,132Not reported
2026-09-222026-09-18O'Hara Kevin PA15,395Not reported
2026-09-222026-09-18O'Hara Kevin PA2,566Not reported
2026-09-222026-09-18Cunningham JeffA4,105Not reported
2026-09-222026-09-18Cunningham JeffA12,316Not reported
2026-09-222026-09-18Cunningham JeffA2,053Not reported
2026-09-222026-09-18McQuigg Michael ScottA4,105Not reported
2026-09-222026-09-18McQuigg Michael ScottA12,316Not reported
2026-09-222026-09-18McQuigg Michael ScottA2,053Not reported
2026-09-222026-09-18Roberts Scott AlexanderA4,105Not reported
2026-09-222026-09-18Roberts Scott AlexanderA12,316Not reported
2026-09-222026-09-18Roberts Scott AlexanderA2,053Not reported
2026-09-222026-09-18LoPresto Jennifer HayesA3,079Not reported
2026-09-222026-09-18LoPresto Jennifer HayesA9,237Not reported
2026-09-222026-09-18LoPresto Jennifer HayesA1,540Not reported
2026-09-152026-09-14FRIST ROBERT A JRS144,068Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2813,290$362,154None
First Eagle Investment Management, LLC2026-06-302026-08-25591,898$16,129,221None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2521,764$593,069None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25593,069$21,764,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,022$245,842None
Ensign Peak Advisors, Inc2026-03-312026-08-193,350$69,379None
Ensign Peak Advisors, Inc2025-09-302026-08-198,079$228,151None
Corient Private Wealth LP2026-06-302026-08-1813,303$362,509None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-186,307$171,866None
Investors Portfolio Services LLC2026-06-302026-08-1546$1,254None
AMERIFLEX GROUP, INC.2026-06-302026-08-1591$2,480None
Graham Capital Management, L.P.2026-06-302026-08-1519,410$528,923None
SEI INVESTMENTS CO2026-06-302026-08-1579,868$2,176,710None
SEI INVESTMENTS CO2026-06-302026-08-1577,926$2,123,484None
JPL Wealth Management, LLC2026-06-302026-08-15103$2,807None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1535,480$966,830None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15237,710$6,477,598None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15237,710$6,477,598None
Diametric Capital, LP2026-06-302026-08-1511,037$300,758None
OSAIC HOLDINGS, INC.2026-06-302026-08-15924$25,192None
Squarepoint Ops LLC2026-06-302026-08-158,149$222,060None
Man Group plc2026-06-302026-08-15142,907$3,894,216None
MetLife Investment Management, LLC2026-06-302026-08-1514,577$397,223None
Engineers Gate Manager LP2026-06-302026-08-1577,048$2,099,558None
State of Tennessee, Department of Treasury2026-06-302026-08-155,522$150,475None
Legal & General Group Plc2026-06-302026-08-1518,434$502,327None
Legal & General Group Plc2026-06-302026-08-153,906$106,439None
Legal & General Group Plc2026-06-302026-08-1535,932$979,147None
Ensign Peak Advisors, Inc2026-06-302026-08-152,250$61,313None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,049$328,335None
Medallion Wealth Advisors, LLC2026-06-302026-08-153$82None
CRAWFORD INVESTMENT COUNSEL INC2026-06-302026-08-15127,003$3,460,832None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-15121,342$3,306,570None
VARCOV Co.2026-06-302026-08-1518,956$516,551None
Numerai GP LLC2026-06-302026-08-1569,534$1,894,802None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-15240,950$6,565,888None
Thrivent Financial for Lutherans2026-06-302026-08-1515,348$418,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,749$46,751None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15239$6,513None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1594,888$2,585,700None
Pinnacle Financial Partners, Inc.2026-06-302026-08-15600$16,350None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1582,997$2,261,668None
Cerity Partners LLC2026-06-302026-08-1535,577$969,476None
Cerity Partners LLC2026-06-302026-08-158,633$235,253None
Cerity Partners LLC2026-06-302026-08-1529,407$801,342None
MANGROVE PARTNERS IM, LLC2026-06-302026-08-159,782$266,560None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-152,061$56,162None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1519$518None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15320$8,720None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15947$25,806None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗First Eagle Investment Management, LLC ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗Corient Private Wealth LP ↗PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO ↗Investors Portfolio Services LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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