Scott Alexander Roberts, CFO and SVP of HealthStream Inc, filed a Form 4 on October 29, 2026, reporting the vesting of 895 restricted share units and the withholding of 218 shares for tax purposes on the same date.

Key Highlights

  • RSU vesting: 895 restricted share units converted to common stock on October 29, 2026, at a price of $0, per the filing.
  • Shares withheld for taxes: 218 shares were disposed of at $34.18 per share to satisfy tax liability associated with the vesting.
  • Resulting ownership: Roberts directly holds 38,660 shares of common stock following the reported transactions.
  • Four-year vesting schedule: According to the filing, the RSUs vested 15% on October 27, 2023; 20% on October 27, 2024; 30% on October 27, 2025; and the remaining 35% on October 27, 2026.
  • Reporting person role: Scott Alexander Roberts is identified in the filing as CFO and SVP of HealthStream Inc (NASDAQ:HSTM).

HealthStream CFO RSU Vesting and Tax Withholding Details

According to the Form 4 filed with the SEC, Scott Alexander Roberts, CFO and SVP of HealthStream Inc, reported two transactions in Table I involving common stock on October 29, 2026. The first was the acquisition of 895 shares (transaction code M) at $0, reflecting the vesting of restricted share units. The second was the disposal of 218 shares (transaction code F) at $34.18 per share, which the filing describes as shares withheld for payment of tax liability.

In Table II, the filing discloses that 895 restricted share units were settled via the M transaction. The filing notes that each RSU "represents the contingent right to receive one share of common stock upon vesting of the unit." The RSUs carried a four-year vesting schedule contingent upon continued service, with the final 35% tranche vesting on October 27, 2026. Following the settlement of all RSUs in this grant, Roberts holds zero remaining derivative securities from this award.

After both the share acquisition and the tax withholding disposal, Roberts directly beneficially owns 38,660 shares of HealthStream common stock, as reported in the filing. The form was signed by Scott A. Roberts and dated October 29, 2026.

What Was Disclosed

HealthStream's CFO and SVP Scott Alexander Roberts reported the vesting of 895 RSUs and the withholding of 218 shares at $34.18 for tax purposes on October 29, 2026, leaving him with direct beneficial ownership of 38,660 common shares.