WaveMan
WaveMan · Company
HSTM · Healthstream Inc
> Search tickers & screens ⌘K
LIVE
← All companies

HSTM Healthstream (HSTM) Insider Trading, Ownership & Congress Trades

Software & IT · Services-computer programming, data processing, etc. · CIK 0001095565
Quote by TradingView
Activist 13DForm 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
123
13F, latest reported quarter
Conversions, 180 days
15
Codes C/M, not in net · $0 priced

What the filings say about HSTM

Insiders, 180 days
-$5.0M net sold
3 sellers · 17% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$420.0K
1 notice
Activist stakes (13D), 180 days
1 filing
Largest: 9.6% of the class

Healthstream insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, HEALTHSTREAM INC insiders sold a net $5.0M of stock across 24 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
REBROVICK LINDA
Director
SELL
2026-10-23 SEC
12,000
$420.0K
n/a
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Jul 6, 2026.
  • The trade is 30.5% of the 39,329 shares held after it.
  • No other insider sold within 30 days.
  • 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director REBROVICK LINDA sold about $420.0K of HSTM under a 10b5-1 plan on Oct 23, 2026; 123 funds added in the latest 13F quarter.
FRIST ROBERT A JR
CEO and Chairman
SELL
2026-09-15 SECtraded 2026-09-14
144,068
$4.3M
+18.5%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 3.7% of the 3,907,038 shares held after it.
  • No other insider sold within 30 days.
  • 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and Chairman FRIST ROBERT A JR sold about $4.3M of HSTM on Sep 14, 2026, the largest insider sale at the company on our record; 123 funds added in the latest 13F quarter.
REBROVICK LINDA
Director
SELL
2026-07-07 SECtraded 2026-07-06
6,000
$174.0K
+23.7%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Jun 1, 2026.
  • The trade is 11.7% of the 51,329 shares held after it.
  • No other insider sold within 30 days.
  • 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director REBROVICK LINDA sold about $174.0K of HSTM on Jul 6, 2026, the largest insider sale at the company since 2024; 123 funds added in the latest 13F quarter.
REBROVICK LINDA
Director
SELL
2026-06-02 SECtraded 2026-06-01
2,000
$50.0K
+42.1%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on May 28, 2026.
  • The trade is 3.7% of the 54,181 shares held after it.
  • 1 other insider sold within 30 days.
  • 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director REBROVICK LINDA sold about $50.0K of HSTM on Jun 1, 2026; 1 other insider sold within 30 days and 123 funds added in the latest 13F quarter.
REBROVICK LINDA
Director
SELL
2026-06-01 SECtraded 2026-05-28
2,000
$50.0K
+38.2%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 3.6% of the 56,181 shares held after it.
  • 1 other insider sold within 30 days.
  • 123 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director REBROVICK LINDA sold about $50.0K of HSTM on May 28, 2026; 1 other insider sold within 30 days and 123 funds added in the latest 13F quarter.
24 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 19 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$5.0M over 180 days
-$4.7M over 90 days · -$4.3M of it by a 10%+ holder
below 60% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
123 funds bought in last quarter
more than 58% of Software & IT
Revenue
+4.3% year over year
below 61% of Software & IT
Margin
6.0% net margin
more than 66% of Software & IT
Buybacks
$9.3M repurchased, FY to 2026-06-30
below 77% of Software & IT
Short interest
6.0% of the float short (float per yahoo 2026-10-27) · 6.6 days to cover · settled 2026-10-15
more than 60% of Software & IT
The situation: each line is one rule over one dataset
WJRJJ Ventures, LLC disclosed a 5%+ stake (9.6%) in the last six months.
What changed in the last 30 days
Oct 23Director REBROVICK LINDA sold $420.0K under a 10b5-1 plan (Oct 23)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 23Director REBROVICK LINDA filed to sell $420.0K by Oct 23 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch HSTM

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+32.1%12M
-25%-6%+14%+33%2025-102025-122026-022026-042026-062026-082026-10 2026-09-14 · FRIST ROBERT A JR sold $4.3M2026-10-23 · REBROVICK LINDA sold $420.0K2026-07-06 · REBROVICK LINDA sold $174.0K2026-05-20 · O'Hara Kevin P sold $72.2K2025-12-10 · Cunningham Jeff sold $50.6K2026-05-28 · REBROVICK LINDA sold $50.0K2026-06-01 · REBROVICK LINDA sold $50.0K2025-12-08 · O'Hara Kevin P sold $48.5K2025-11-26 · Taylor Tate Deborah sold $40.2K2026-09-21 · WJRJJ Ventures, LLC filed a 5%+ stake (9.6%)2026-10-23 · REBROVICK LINDA filed to sell $420.0K2026-07-06 · REBROVICK LINDA filed to sell $174.0K
Insider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns HSTM: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
4,080,144 sh
$111.2M
DIMENSIONAL FUND ADVISORS LP
1,557,981 sh
$42.5M
Copeland Capital Management, LLC
1,248,384 sh
$34.0M
First Eagle Investment Management, LLC
1,183,796 sh
$32.3M
VANGUARD CAPITAL MANAGEMENT LLC
1,045,298 sh
$28.5M

Congress trades in HSTM

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
WJRJJ Ventures, LLC
Activist 13D · 2026-09-21
9.6%

HSTM planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
REBROVICK LINDA
Filed 2026-10-23
$420.0K
REBROVICK LINDA
Filed 2026-07-06
$174.0K

HSTM mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Formidable ETF
$530.8K position · as of 2026-06-30
2.7%
Cambiar Small Cap Fund
$1.6M position · as of 2026-07-31
2.2%
Buffalo Early Stage Growth Fund
$1.5M position · as of 2026-06-30
1.9%
Victory Integrity Discovery Fund
$981.0K position · as of 2026-06-30
1.1%
CRAWFORD SMALL CAP DIVIDEND FUND
$2.4M position · as of 2026-06-30
0.6%
First Eagle Small Cap Opportunity Fund
$15.1M position · as of 2026-07-31
0.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Robert A. Frist, Jr.
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$868.0K
$715.4K
$1.0M
+7%
+80%
2024
$702.1K
$786.5K
$820.5K
+47%
+65%
2023
$727.1K
$787.8K
$795.5K
+24%
+40%
2022
$749.9K
$735.1K
$811.3K
+14%
-12%
2021
$642.0K
$714.1K
$746.8K
+21%
+32%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows a net $5.0M sold by insiders over 180 days, 123 funds added last quarter, $420.0K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
TEAMMETACRWVCRMCRWDNETDDOGAPPIOTPCTYDUOLMDB

HSTM financials

Revenue growth
+4.3%
XBRL, annual
Net margin
6.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$321.1M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+6.6%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$69.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+6.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+4.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
no debt line filed
Return on capital employed
+6.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
48.42x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no debt line filed
FCF yield
+6.9%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
6.49x
P/E over trailing EPS growth of 7%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$304.1M$291.6M$279.1M$266.8M
Operating income$20.2M$21.3M$16.0M$12.4M
Net income$18.3M$20.0M$15.2M$12.1M
EPS (diluted)0.610.660.500.39
Operating cash flow$63.3M$57.7M$64.0M$51.2M
Cash$36.2M$59.5M$40.3M$46.0M
Buybacks$30.0M$0$8.9M$23.1M
Dividends paid$3.7M$3.4M$3.1M$0
SEC XBRL, fiscal years, as known on 2026-10-28

HSTM Stock Sonar score 5/7 axes

Find similar shapesCompare

HSTM ranks highest on profitability (64th percentile) and institutional and government (58th), and lowest on insider conviction (17th), among Software & IT peers.

ProfitGrowthInsidersInstitutionsRisk
Profitability
64
Inputs
  • Return on equity+6.0% · 59 pct, sector of 286
  • Return on assets+4.1% · 68 pct, sector of 381
  • Return on invested capitalno debt line filed
  • Return on capital employed+6.6% · 65 pct, sector of 294
Growth
46
Inputs
  • Revenue growth, YoY+4.3% · 39 pct, sector of 480
  • Backlog growth, YoY+10.8% · 54 pct, sector of 182
Insider conviction
17
Inputs
  • Net Form 4 buying (codes P and S), 180d-$4.6M · 35 pct, sector of 284
  • Insider buyers, 180d0 · 0 pct, sector of 290
Institutional and government
58
Inputs
  • Funds adding, latest quarter123 · 58 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
36
Inputs
  • Short interest, % of float+6.0% · 45 pct, sector of 528
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+17.3% · 28 pct, sector of 316
2 not measured: Financial health, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

HSTM filings, in plain words

Are Healthstream insiders buying or selling HSTM?

In the 180 days to 2026-10-28, Healthstream insiders were net sellers, a net $5.0M across purchases and sales reported on Form 4, by 3 sellers.

Are there planned insider sales of HSTM?

Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $420.0K of stock; the latest, by REBROVICK LINDA, was filed 2026-10-23.

Read the full summary

In the 180 days to 2026-10-28, Healthstream insiders were net sellers of HSTM, a net $5.0M across purchases and sales reported on Form 4 by 3 sellers. Most of that figure, $4.3M, came from a holder of 10% or more rather than an officer or director. 17% of the 6 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $420.0K of stock. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 9.6% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

Explore insider trading and ownership data

Every company we track, ranked by each kind of filing
Insider buyingInsider sellingCongress stock tradesActivist 13D stakesForm 144 planned salesCEO pay vs performanceAll companies