HealthStream, Inc. (HSTM)
Nashville, TN, US
HealthStream, Inc., established in 1990 and headquartered in Nashville, Tennessee, delivers specialized workforce and provider solutions to healthcare organizations throughout the United States. Its operations are divided into two primary segments: Workforce Solutions and Provider Solutions. The Workforce Solutions segment provides a suite of software-as-a-service (SaaS) and subscription-based tools. These comprehensive services address various aspects of healthcare staff development and management, encompassing clinical skill enhancement, talent acquisition and retention, training programs, educational resources, professional certification, scheduling logistics, competency evaluations, and performance reviews. Additionally, this segment offers support through implementation and account management. Specific applications under this umbrella cover learning platforms, performance assessment, competency tracking, disclosure management, clinical skill evaluation, simulation-based learning, quality assurance, and sector-specific training. Complementing this, the Provider Solutions segment focuses on administrative and operational needs. It includes VerityStream, an enterprise platform designed to optimize the experience for healthcare providers across diverse settings such as ambulatory surgery centers, urgent care clinics, medical groups, and other facilities. Furthermore, HealthStream offers EchoCredentialing and MSOW platforms to streamline the credentialing, enrollment, and privileging processes for medical staff in hospitals. EchoOneApp facilitates provider enrollment for medical groups. Other key offerings comprise CredentialMyDoc, a SaaS solution for credentialing and enrollment for medical groups and surgery centers; CredentialStream, another SaaS-based platform for provider credentialing, privileging, and enrollment; and NurseGrid Mobile, a dedicated application for nurse managers. These diverse solutions are marketed directly to a broad spectrum of healthcare entities, including private, non-profit, and governmental organizations, as well as pharmaceutical and medical device manufacturers.
Based on only 2 articles — low confidence
- HealthStream, Inc. (HSTM) Hits Fresh High: Is There Still Room to Run? Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.51% | +0.87% | +16.30% | +16.30% | -5.86% | +0.22% | -15.77% | -4.66% | -10.00% | +4.62% | +172.00% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
24.00
-16.6%
|
| Last Quarter | 1 |
24.00
-16.6%
|
| Last Year | 2 |
24.50
-14.9%
|
| All Time | 3 |
26.00
-9.6%
|
-
Revenue growth Medical - Healthcare Information Services: +14.2%+4.3% Q1'26: +10.5% (vs Q1'25)
-
EPS growth Medical - Healthcare Information Services: +43.1%-7.6% Q1'26: +42.9% (vs Q1'25)
-
FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%+11.1% ★ Q1'26: +32.5% (vs Q1'25)
-
EBIT margin Medical - Healthcare Information Services: +8.8%+7.6% Q1'26: +9.3% (vs Q1'25)
-
ROIC Medical - Healthcare Information Services: +5.2%+5.9% ★ Q1'26: +7.6% (vs Q1'25)
-
Share dilution Medical - Healthcare Information Services: -0.1%-1.3% ★ Q1'26: -3.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×0.22× Q1'26: 0.19× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 3 EPS Ana. |
Dec 2027 4 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
57.40M
est: 35.80M (+60.3%)
|
65.75M
est: 56.68M (+16.0%)
|
82.07M
est: 67.19M (+22.1%)
|
103.73M
est: 112.23M (-7.6%)
|
132.27M
est: 121.32M (+9.0%)
|
170.69M
est: 140.54M (+21.5%)
|
209.00M
est: 206.88M (+1.0%)
|
225.97M
est: 227.86M (-0.8%)
|
247.66M
est: 247.24M (+0.2%)
|
231.62M
est: 230.71M (+0.4%)
|
254.11M
est: 253.90M (+0.1%)
|
244.83M
est: 242.08M (+1.1%)
|
256.71M
est: 256.64M (+0.0%)
|
266.83M
est: 266.29M (+0.2%)
|
279.06M
est: 285.24M (-2.2%)
|
291.65M
est: 290.96M (+0.2%)
|
304.06M
est: 300.56M (+1.2%)
|
326.90M
325.84M – 327.97M
+8.8% YoY
|
343.22M
341.61M – 344.82M
+5.0% YoY
|
361.13M
359.19M – 363.29M
+5.2% YoY
|
| EBITDA |
10.29M
est: 9.16M (+12.3%)
|
11.96M
est: 9.66M (+23.8%)
|
16.81M
est: 12.89M (+30.4%)
|
20.12M
est: 21.62M (-6.9%)
|
22.52M
est: 20.24M (+11.2%)
|
27.31M
est: 20.46M (+33.4%)
|
30.55M
est: 25.65M (+19.1%)
|
28.36M
est: 35.61M (-20.4%)
|
33.45M
est: 26.27M (+27.3%)
|
39.72M
est: 45.17M (-12.1%)
|
42.59M
est: 44.00M (-3.2%)
|
46.01M
est: 125.47M (-63.3%)
|
44.87M
est: 179.97M (-75.1%)
|
50.39M
est: 128.82M (-60.9%)
|
57.10M
est: 57.16M (-0.1%)
|
62.53M
est: 58.31M (+7.2%)
|
66.70M
est: 60.23M (+10.7%)
|
65.51M
65.30M – 65.72M
+8.8% YoY
|
68.78M
68.46M – 69.10M
+5.0% YoY
|
72.37M
71.98M – 72.80M
+5.2% YoY
|
| EBIT |
5.15M
est: 4.61M (+11.6%)
|
7.08M
est: 5.60M (+26.4%)
|
11.34M
est: 8.71M (+30.2%)
|
13.46M
est: 14.32M (-6.0%)
|
14.67M
est: 13.10M (+12.0%)
|
16.38M
est: 12.09M (+35.4%)
|
13.56M
est: 9.99M (+35.6%)
|
6.15M
est: 6.89M (-10.7%)
|
9.41M
est: 6.79M (+38.5%)
|
15.49M
est: 10.22M (+51.6%)
|
14.72M
est: 13.38M (+10.0%)
|
15.82M
est: 43.15M (-63.3%)
|
8.06M
est: 33.82M (-76.2%)
|
12.45M
est: 18.29M (-31.9%)
|
16.02M
est: 16.25M (-1.4%)
|
21.29M
est: 16.57M (+28.5%)
|
23.22M
est: 17.12M (+35.6%)
|
18.62M
18.56M – 18.68M
+8.8% YoY
|
19.55M
19.46M – 19.64M
+5.0% YoY
|
20.57M
20.46M – 20.69M
+5.2% YoY
|
| Net Income |
13.97M
est: 9.36M (+49.3%)
|
4.15M
est: 3.25M (+27.9%)
|
6.94M
est: 5.32M (+30.6%)
|
7.65M
est: 8.13M (-6.0%)
|
8.42M
est: 7.47M (+12.7%)
|
10.39M
est: 7.49M (+38.7%)
|
8.62M
est: 6.73M (+28.2%)
|
3.76M
est: 4.61M (-18.5%)
|
10.00M
est: 7.41M (+35.0%)
|
32.22M
est: 26.92M (+19.7%)
|
15.77M
est: 14.32M (+10.2%)
|
14.09M
est: 35.27M (-60.1%)
|
5.85M
est: 25.19M (-76.8%)
|
12.09M
est: 15.53M (-22.1%)
|
15.21M
est: 17.69M (-14.0%)
|
20.01M
est: 18.85M (+6.1%)
|
18.34M
est: 19.05M (-3.7%)
|
21.94M
21.70M – 22.18M
+15.2% YoY
|
24.30M
24.05M – 24.55M
+10.8% YoY
|
—
— – —
-100.0% YoY
|
| SGA |
19.51M
est: 17.02M (+14.6%)
|
22.64M
est: 18.59M (+21.8%)
|
26.78M
est: 20.58M (+30.1%)
|
33.34M
est: 35.72M (-6.7%)
|
42.39M
est: 37.95M (+11.7%)
|
52.78M
est: 40.01M (+31.9%)
|
64.85M
est: 59.41M (+9.1%)
|
72.67M
est: 91.60M (-20.7%)
|
77.68M
est: 55.86M (+39.1%)
|
70.15M
est: 46.77M (+50.0%)
|
78.52M
est: 74.03M (+6.1%)
|
77.18M
est: 204.40M (-62.2%)
|
79.15M
est: 77.05M (+2.7%)
|
81.01M
est: 244.68M (-66.9%)
|
81.41M
est: 83.06M (-2.0%)
|
82.29M
est: 84.73M (-2.9%)
|
82.16M
est: 87.52M (-6.1%)
|
95.19M
94.89M – 95.50M
+8.8% YoY
|
99.95M
99.48M – 100.41M
+5.0% YoY
|
105.16M
104.60M – 105.79M
+5.2% YoY
|
| EPS |
0.65
est: 0.12 (+441.7%)
|
0.19
est: 0.14 (+40.7%)
|
0.31
est: 0.17 (+87.9%)
|
0.29
est: 0.33 (-12.1%)
|
0.31
est: 0.26 (+19.2%)
|
0.38
est: 0.26 (+49.0%)
|
0.29
est: 0.27 (+8.7%)
|
0.12
est: 0.14 (-13.7%)
|
0.31
est: 0.21 (+44.6%)
|
1.00
est: 0.39 (+159.1%)
|
0.44
est: 0.41 (+7.8%)
|
0.44
est: 0.38 (+14.8%)
|
0.19
est: 0.21 (-7.8%)
|
0.39
est: 0.37 (+6.1%)
|
0.50
est: 0.59 (-14.8%)
|
0.66
est: 0.63 (+5.1%)
|
0.61
est: 0.63 (-3.8%)
|
0.73
0.72 – 0.74
+15.1% YoY
|
0.81
0.80 – 0.81
+10.7% YoY
|
—
— – —
-100.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Canaccord Genuity | Hold | Hold | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 4.23M | 13.80% | — | — | — | — | HC | Delaware | 2023-01-20 | ↗ |
| 2 | Abigail P. Johnson | 2.90M | 10.48% | — | — | 2.90M | — | IN | Delaware | 2015-03-10 | ↗ |
| 3 | Edward C. Johnson 3d | 2.90M | 10.48% | — | — | 2.90M | — | IN | Delaware | 2015-03-10 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 2.74M | 8.67% | — | 22.1K | 2.69M | 46.1K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 5 | Pembroke Management, LTD | 1.89M | 6.83% | 1.89M | — | 1.89M | — | IA | Canada | 2015-02-09 | ↗ |
| 6 | 52-0556948 | 1.77M | 8.10% | — | 52.00 | — | — | IA | MARYLAND | 2011-02-09 | ↗ |
| 7 | Conestoga Capital Advisors LLC | 1.76M | 5.50% | 1.56M | — | 1.76M | — | IA | Delaware | 2018-01-12 | ↗ |
| 8 | 13-4973745 | 1.57M | 4.98% | 1.57M | — | 1.57M | — | BK | New York | 2021-04-07 | ↗ |
| 9 | 30-0447847 | 1.56M | 5.10% | 1.52M | — | 1.56M | — | IA | Delaware | 2024-02-09 | ↗ |
| 10 | Select Health Care Portfolio | 1.50M | 5.43% | 1.50M | — | — | — | IV | Delaware | 2015-03-10 | ↗ |
| 11 | 41-1930193 | 1.04M | 3.21% | 791.2K | — | 1.04M | — | IA | Minneapolis, Minnesota | 2019-01-25 | ↗ |
| 12 | Stanley | 905.7K | 4.19% | — | 905.7K | — | 905.7K | CO | Delaware | 2010-01-27 | ↗ |
| 13 | Stanley Venture Capital III, Inc. | 905.7K | 4.19% | — | 905.7K | — | 905.7K | IA | Delaware | 2010-01-27 | ↗ |
| 14 | Stanley Venture Partners III, L.L.C. | 905.7K | 4.19% | — | 905.7K | — | 905.7K | IA | Delaware | 2010-01-27 | ↗ |
| 15 | FMR LLC | 838.1K | 2.63% | 96.4K | — | 838.1K | — | HC | Delaware | 2017-11-09 | ↗ |
| 16 | Stanley Venture Partners III, L.P. | 751.0K | 3.48% | — | 751.0K | — | 751.0K | PN | Delaware | 2010-01-27 | ↗ |
| 17 | L.P. | 32.8K | 0.15% | — | 32.8K | — | 32.8K | PN | Delaware | 2010-01-27 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 83.0K +83.0K (+100.0%) | 1.91B +1.9B (+100.0%) | 0.27% +0.273 pp | 0.01% +0.015 pp | USD23.07 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 3.63M +32.8K (+0.9%) | 83.80M -17.9M (-17.6%) | 11.94% +0.089 pp | 0.00% 0.000 pp | USD28.81 -19.9% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 2.54M -448.2K (-15.0%) | 58.53M -25.8M (-30.6%) | 8.34% -1.488 pp | 0.00% 0.000 pp | USD24.49 -5.8% | 62 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.37M -42.1K (-3.0%) | 31.58M -8.3M (-20.7%) | 4.50% -0.146 pp | 0.01% -0.002 pp | USD24.24 -4.8% | 51 qtrs — |
| 5 | STATE STREET CORP | 980.3K -2.8K (-0.3%) | 22.61M -5.1M (-18.5%) | 3.22% -0.014 pp | 0.00% 0.000 pp | USD26.36 -12.5% | 51 qtrs — |
| 6 | COPELAND CAPITAL MANAGEMENT, LLC | 887.6K +51.5K (+6.2%) | 20.48M -3.1M (-13.3%) | 2.92% +0.165 pp | 0.46% -0.035 pp | USD30.92 -25.4% | 11 qtrs — |
| 7 | ACADIAN ASSET MANAGEMENT LLC | 847.5K +105.6K (+14.2%) | 19.53M -1.4M (-6.7%) | 2.79% +0.343 pp | 0.03% -0.005 pp | USD24.73 -6.7% | 32 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 758.0K -12.3K (-1.6%) | 17.49M -4.3M (-19.6%) | 2.49% -0.044 pp | 0.00% 0.000 pp | USD25.43 -9.3% | 63 qtrs — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 475.5K -171.7K (-26.5%) | 10.97M -7.3M (-40.0%) | 1.56% -0.568 pp | 0.02% -0.007 pp | USD25.32 -8.9% | 34 qtrs — |
| 10 | JPMORGAN CHASE & CO | 452.9K +20.1K (+4.6%) | 10.45M -1.8M (-14.5%) | 1.49% +0.064 pp | 0.00% 0.000 pp | USD27.91 -17.3% | 34 qtrs — |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 451.8K -590.0 (-0.1%) | 10.42M -2.4M (-18.4%) | 1.48% -0.004 pp | 0.61% -0.132 pp | USD23.64 -2.4% | 21 qtrs — |
| 12 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 413.7K +4.3K (+1.1%) | 9.54M -2.0M (-17.4%) | 1.36% +0.012 pp | 0.02% -0.004 pp | USD24.03 -4.0% | 15 qtrs — |
| 13 | NORTHERN TRUST CORP | 349.9K -16.0K (-4.4%) | 8.07M -2.3M (-21.9%) | 1.15% -0.055 pp | 0.00% 0.000 pp | USD27.35 -15.6% | 51 qtrs — |
| 14 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 340.5K -11.4K (-3.3%) | 7.86M -2.1M (-21.0%) | 1.12% -0.039 pp | 0.01% -0.003 pp | USD28.29 -18.5% | 11 qtrs — |
| 15 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 315.3K -1.1K (-0.4%) | 7.27M -1.7M (-18.6%) | 1.04% -0.005 pp | 0.09% -0.021 pp | USD29.29 -21.2% | 50 qtrs — |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 312.1K +60.9K (+24.2%) | 7.20M +104.7K (+1.5%) | 1.03% +0.199 pp | 0.00% 0.000 pp | USD28.30 -18.5% | 31 qtrs — |
| 17 | MORGAN STANLEY | 253.8K +9.2K (+3.8%) | 5.86M -1.1M (-15.2%) | 0.83% +0.029 pp | 0.00% 0.000 pp | USD24.25 -4.9% | 51 qtrs — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 240.8K +8.6K (+3.7%) | 5.55M -1.0M (-15.3%) | 0.79% +0.027 pp | 0.00% 0.000 pp | USD25.89 -10.9% | 57 qtrs — |
| 19 | TWO SIGMA ADVISERS, LP | 234.9K +61.6K (+35.5%) | 5.42M +525.2K (+10.7%) | 0.77% +0.202 pp | 0.01% +0.001 pp | USD26.85 -14.1% | 49 qtrs — |
| 20 | BANK OF NEW YORK MELLON CORP | 229.2K +19.2K (+9.1%) | 5.29M -644.1K (-10.9%) | 0.75% +0.062 pp | 0.00% 0.000 pp | USD25.68 -10.2% | 59 qtrs — |
| 21 | QUBE RESEARCH & TECHNOLOGIES LTD | 223.0K -51.5K (-18.8%) | 5.15M -2.6M (-33.6%) | 0.73% -0.171 pp | 0.01% -0.003 pp | USD29.16 -20.9% | 12 qtrs — |
| 22 | TEACHER RETIREMENT SYSTEM OF TEXAS | 222.6K +34.7K (+18.5%) | 5.13M -171.7K (-3.2%) | 0.73% +0.113 pp | 0.02% -0.004 pp | USD27.94 -17.4% | 14 qtrs — |
| 23 | TWO SIGMA INVESTMENTS, LP | 219.6K +57.1K (+35.2%) | 5.07M +478.2K (+10.4%) | 0.72% +0.187 pp | 0.01% +0.000 pp | USD26.66 -13.5% | 24 qtrs — |
| 24 | PANAGORA ASSET MANAGEMENT INC | 213.7K +6.8K (+3.3%) | 4.93M -911.8K (-15.6%) | 0.70% +0.021 pp | 0.02% -0.006 pp | USD25.49 -9.5% | 59 qtrs — |
| 25 | FMR LLC | 204.9K +32.6K (+18.9%) | 4.73M -139.5K (-2.9%) | 0.67% +0.106 pp | 0.00% +0.000 pp | USD26.26 -12.1% | 16 qtrs — |
| 26 | JACOBS LEVY EQUITY MANAGEMENT, INC | 204.1K -6.0K (-2.8%) | 4.71M -1.2M (-20.6%) | 0.67% -0.021 pp | 0.02% -0.005 pp | USD26.90 -14.2% | 32 qtrs — |
| 27 | HERALD INVESTMENT MANAGEMENT LTD | 200.0K +10.0K (+5.3%) | 4.61M -755.6K (-14.1%) | 0.66% +0.032 pp | 0.60% -0.113 pp | USD27.98 -17.5% | 2 qtrs — |
| 28 | SEI INVESTMENTS CO | 194.9K +7.5K (+4.0%) | 4.50M -794.3K (-15.0%) | 0.64% +0.024 pp | 0.00% -0.001 pp | USD24.81 -7.0% | 23 qtrs — |
| 29 | KENNEDY CAPITAL MANAGEMENT LLC | 191.7K -1.2K (-0.6%) | 4.42M -1.0M (-18.8%) | 0.63% -0.005 pp | 0.09% -0.027 pp | USD22.28 +3.5% | 23 qtrs — |
| 30 | GOLDMAN SACHS GROUP INC | 154.1K +23.5K (+18.0%) | 3.56M -133.8K (-3.6%) | 0.51% +0.077 pp | 0.00% +0.000 pp | USD27.24 -15.3% | 39 qtrs — |
| 31 | INVESCO LTD. | 151.7K +1.3K (+0.9%) | 3.50M -747.3K (-17.6%) | 0.50% +0.004 pp | 0.00% 0.000 pp | USD27.10 -14.9% | 57 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 142.2K +8.5K (+6.4%) | 3.28M -494.3K (-13.1%) | 0.47% +0.027 pp | 0.00% 0.000 pp | USD27.37 -15.7% | 56 qtrs — |
| 33 | BANK OF AMERICA CORP /DE/ | 129.0K -33.1K (-20.4%) | 2.97M -1.6M (-35.0%) | 0.42% -0.110 pp | 0.00% 0.000 pp | USD28.38 -18.7% | 52 qtrs — |
| 34 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 127.5K +35.0K (+37.9%) | 2.94M +330.2K (+12.6%) | 0.42% +0.115 pp | 0.01% +0.000 pp | USD27.39 -15.8% | 54 qtrs — |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 117.8K -5.4K (-4.4%) | 2.72M -761.0K (-21.9%) | 0.39% -0.018 pp | 0.00% 0.000 pp | USD31.89 -27.7% | 5 qtrs — |
| 36 | CONNORS INVESTOR SERVICES INC | 97.5K -2.6K (-2.6%) | 2.25M -577.6K (-20.4%) | 0.32% -0.009 pp | 0.19% -0.047 pp | USD24.79 -6.9% | 33 qtrs — |
| 37 | JANE STREET GROUP, LLC | 96.9K +62.3K (+180.4%) | 2.24M +1.3M (+129.1%) | 0.32% +0.205 pp | 0.00% +0.000 pp | USD26.29 -12.2% | 11 qtrs — |
| 38 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 95.2K -8.9K (-8.6%) | 2.20M -743.4K (-25.3%) | 0.31% -0.030 pp | 0.05% -0.017 pp | USD32.02 -28.0% | 4 qtrs — |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 82.9K -10.8K (-11.6%) | 1.91M -734.7K (-27.8%) | 0.27% -0.036 pp | 0.00% -0.001 pp | USD27.62 -16.5% | 7 qtrs — |
| 40 | TREXQUANT INVESTMENT LP | 82.0K -5.1K (-5.8%) | 1.89M -566.8K (-23.1%) | 0.27% -0.017 pp | 0.02% -0.008 pp | USD27.85 -17.2% | 3 qtrs — |
| 41 | AMERIPRISE FINANCIAL INC | 81.5K -19.5K (-19.3%) | 1.88M -973.2K (-34.1%) | 0.27% -0.065 pp | 0.00% 0.000 pp | USD25.72 -10.3% | 55 qtrs — |
| 42 | HARBOR CAPITAL ADVISORS, INC. | 80.8K -5.8K (-6.7%) | 1.86M -583.0K (-23.8%) | 0.27% -0.020 pp | 0.14% -0.045 pp | USD28.32 -18.5% | 11 qtrs — |
| 43 | NUMERAI GP LLC | 77.0K +9.3K (+13.8%) | 1.78M -134.5K (-7.0%) | 0.25% +0.030 pp | 0.21% -0.055 pp | USD27.61 -16.4% | 2 qtrs — |
| 44 | GLOBEFLEX CAPITAL L P | 73.0K +— (+0.0%) | 1.68M -377.3K (-18.3%) | 0.24% 0.000 pp | 0.26% -0.060 pp | USD25.08 -8.0% | 14 qtrs — |
| 45 | INSPIRE INVESTING, LLC | 72.5K +56.5K (+352.3%) | 1.67M +1.2M (+269.5%) | 0.24% +0.186 pp | 0.15% +0.107 pp | USD24.09 -4.2% | 18 qtrs — |
| 46 | UBS GROUP AG | 72.1K -37.0K (-33.9%) | 1.66M -1.4M (-46.0%) | 0.24% -0.122 pp | 0.00% 0.000 pp | USD29.28 -21.2% | 45 qtrs — |
| 47 | HRT FINANCIAL LP | 69.5K +47.8K (+220.3%) | 1.60M +991.0K (+161.9%) | 0.23% +0.157 pp | 0.01% +0.003 pp | USD24.68 -6.5% | 19 qtrs — |
| 48 | CAMBIAR INVESTORS LLC | 67.2K +— (+0.0%) | 1.55M -347.6K (-18.3%) | 0.22% 0.000 pp | 0.07% -0.017 pp | USD24.49 -5.8% | 17 qtrs — |
| 49 | LEGAL & GENERAL GROUP PLC | 66.0K -1.6K (-2.4%) | 1.52M -386.6K (-20.3%) | 0.22% -0.006 pp | 0.00% 0.000 pp | USD25.91 -11.0% | 46 qtrs — |
| 50 | RHUMBLINE ADVISERS | 65.0K -3.8K (-5.5%) | 1.50M -442.0K (-22.8%) | 0.21% -0.013 pp | 0.00% 0.000 pp | USD24.79 -6.9% | 51 qtrs — |
| 51 | MILLENNIUM MANAGEMENT LLC | 64.5K +42.1K (+188.2%) | 1.49M +856.1K (+135.4%) | 0.21% +0.138 pp | 0.00% +0.000 pp | USD24.96 -7.6% | 19 qtrs — |
| 52 | CREATIVE PLANNING | 59.3K +25.2K (+73.9%) | 1.37M +404.8K (+42.1%) | 0.19% +0.083 pp | 0.00% +0.000 pp | USD26.25 -12.1% | 9 qtrs — |
| 53 | KORNITZER CAPITAL MANAGEMENT INC /KS | 57.8K -5.3K (-8.3%) | 1.33M -447.4K (-25.1%) | 0.19% -0.018 pp | 0.03% -0.008 pp | USD25.10 -8.1% | 39 qtrs — |
| 54 | AM INVESTMENT STRATEGIES LLC | 57.7K +— (+0.0%) | 1.33M -299.0K (-18.3%) | 0.19% 0.000 pp | 0.28% -0.077 pp | USD20.06 +15.0% | 22 qtrs — |
| 55 | AMERICAN CENTURY COMPANIES INC | 56.9K -5.2K (-8.4%) | 1.31M -440.7K (-25.1%) | 0.19% -0.017 pp | 0.00% 0.000 pp | USD27.12 -14.9% | 11 qtrs — |
| 56 | STIFEL FINANCIAL CORP | 55.5K +1.8K (+3.3%) | 1.28M -237.0K (-15.6%) | 0.18% +0.006 pp | 0.00% 0.000 pp | USD31.15 -25.9% | 5 qtrs — |
| 57 | BRIDGE CITY CAPITAL, LLC | 54.3K -5.6K (-9.4%) | 1.25M -439.1K (-26.0%) | 0.18% -0.019 pp | 0.37% -0.084 pp | USD28.85 -20.0% | 6 qtrs — |
| 58 | NUVEEN, LLC | 51.4K +— (+0.0%) | 1.19M -265.8K (-18.3%) | 0.17% 0.000 pp | 0.00% 0.000 pp | USD32.18 -28.3% | 4 qtrs — |
| 59 | ROYAL BANK OF CANADA | 51.4K +2.0K (+4.0%) | 1.19M -210.0K (-15.1%) | 0.17% +0.006 pp | 0.00% +0.000 pp | USD30.52 -24.4% | 44 qtrs — |
| 60 | HEARTLAND ADVISORS INC | 50.9K -13.1K (-20.4%) | 1.17M -632.5K (-35.0%) | 0.17% -0.043 pp | 0.06% -0.032 pp | USD23.18 -0.5% | 22 qtrs — |
| 61 | MAN GROUP PLC | 50.7K +32.4K (+177.0%) | 1.17M +652.9K (+126.3%) | 0.17% +0.106 pp | 0.00% +0.001 pp | USD26.36 -12.5% | 4 qtrs — |
| 62 | VERITION FUND MANAGEMENT LLC | 50.0K +50.0K (+100.0%) | 1.15M +1.2M (+100.0%) | 0.16% +0.164 pp | 0.00% +0.005 pp | USD23.07 +0.0% | 4 qtrs — |
| 63 | SWISS NATIONAL BANK | 47.2K +— (+0.0%) | 1.09M -244.0K (-18.3%) | 0.16% 0.000 pp | 0.00% 0.000 pp | USD24.67 -6.5% | 51 qtrs — |
| 64 | CERITY PARTNERS LLC | 45.3K +11.8K (+35.3%) | 1.04M +99.4K (+10.5%) | 0.15% +0.039 pp | 0.00% +0.000 pp | USD26.89 -14.2% | 6 qtrs — |
| 65 | LAZARD ASSET MANAGEMENT LLC | 42.7K +3.3K (+8.5%) | 985.0K -126.4K (-11.4%) | 0.14% +0.011 pp | 0.00% +0.000 pp | USD28.42 -18.8% | 26 qtrs — |
| 66 | SG AMERICAS SECURITIES, LLC | 40.5K +11.6K (+40.1%) | 935.0K +118.0K (+14.4%) | 0.13% +0.038 pp | 0.00% -0.002 pp | USD25.61 -9.9% | 12 qtrs — |
| 67 | KLP KAPITALFORVALTNING AS | 40.3K +— (+0.0%) | 929.7K -208.4K (-18.3%) | 0.13% 0.000 pp | 0.00% -0.001 pp | USD31.17 -26.0% | 5 qtrs — |
| 68 | MARTINGALE ASSET MANAGEMENT L P | 38.9K +1.3K (+3.3%) | 897.4K -165.6K (-15.6%) | 0.13% +0.004 pp | 0.02% -0.004 pp | USD24.32 -5.1% | 33 qtrs — |
| 69 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 37.7K -3.9K (-9.4%) | 870.9K -305.4K (-26.0%) | 0.12% -0.013 pp | 0.00% -0.001 pp | USD22.85 +1.0% | 51 qtrs — |
| 70 | FRANKLIN RESOURCES INC | 37.5K +3.3K (+9.7%) | 864.0K -100.2K (-10.4%) | 0.12% +0.011 pp | 0.00% +0.000 pp | USD26.05 -11.4% | 11 qtrs — |
| 71 | BARCLAYS PLC | 37.1K -21.7K (-36.9%) | 856.6K -840.3K (-49.5%) | 0.12% -0.072 pp | 0.00% 0.000 pp | USD28.00 -17.6% | 51 qtrs — |
| 72 | VICTORY CAPITAL MANAGEMENT INC | 36.1K +1.1K (+3.3%) | 832.8K -154.3K (-15.6%) | 0.12% +0.004 pp | 0.00% 0.000 pp | USD26.28 -12.2% | 26 qtrs — |
| 73 | QUEST PARTNERS LLC | 35.3K +23.5K (+199.3%) | 814.7K +481.4K (+144.5%) | 0.12% +0.077 pp | 0.05% +0.024 pp | USD24.48 -5.8% | 9 qtrs — |
| 74 | WALLEYE CAPITAL LLC | 32.7K +32.7K (+100.0%) | 753.7K +753.7K (+100.0%) | 0.11% +0.107 pp | 0.00% +0.002 pp | USD23.07 +0.0% | 1 qtrs NEW |
| 75 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 31.3K +31.3K (+100.0%) | 721.0K +721.0K (+100.0%) | 0.10% +0.103 pp | 0.01% +0.011 pp | USD23.07 +0.0% | 1 qtrs NEW |
| 76 | AQR CAPITAL MANAGEMENT LLC | 31.1K +2.7K (+9.7%) | 717.1K -83.4K (-10.4%) | 0.10% +0.009 pp | 0.00% 0.000 pp | USD26.29 -12.2% | 35 qtrs — |
| 77 | CAMPBELL & CO INVESTMENT ADVISER LLC | 29.3K +2.3K (+8.4%) | 677.0K -87.3K (-11.4%) | 0.10% +0.007 pp | 0.03% -0.025 pp | USD28.21 -18.2% | 7 qtrs — |
| 78 | EXCHANGE TRADED CONCEPTS, LLC | 27.9K -822.0 (-2.9%) | 642.9K -167.3K (-20.6%) | 0.09% -0.003 pp | 0.00% -0.002 pp | USD23.61 -2.3% | 23 qtrs — |
| 79 | UBS ASSET MANAGEMENT AMERICAS INC | 27.7K -7.2K (-20.6%) | 639.8K -346.2K (-35.1%) | 0.09% -0.024 pp | 0.00% 0.000 pp | USD27.50 -16.1% | 32 qtrs — |
| 80 | RUSSELL INVESTMENTS GROUP, LTD. | 27.2K -4.2K (-13.4%) | 628.1K -267.5K (-29.9%) | 0.09% -0.014 pp | 0.00% 0.000 pp | USD28.47 -19.0% | 32 qtrs — |
| 81 | ENGINEERS GATE MANAGER LP | 27.1K +5.3K (+24.1%) | 625.9K +8.5K (+1.4%) | 0.09% +0.017 pp | 0.01% +0.000 pp | USD26.94 -14.4% | 12 qtrs — |
| 82 | ENTRYPOINT CAPITAL, LLC | 26.6K +— (+0.0%) | 613.1K -137.4K (-18.3%) | 0.09% 0.000 pp | 0.24% -0.052 pp | USD27.85 -17.2% | 3 qtrs — |
| 83 | WELLS FARGO & COMPANY/MN | 26.5K +9.0K (+51.8%) | 611.0K +118.3K (+24.0%) | 0.09% +0.030 pp | 0.00% +0.000 pp | USD26.27 -12.2% | 57 qtrs — |
| 84 | DIAMETRIC CAPITAL, LP | 25.8K +25.8K (+100.0%) | 595.5K +595.5K (+100.0%) | 0.08% +0.085 pp | 0.16% +0.160 pp | USD23.07 +0.0% | 1 qtrs NEW |
| 85 | CITADEL ADVISORS LLC | 25.8K -115.9K (-81.8%) | 595.0K -3.4M (-85.1%) | 0.08% -0.382 pp | 0.00% -0.001 pp | USD27.59 -16.4% | 49 qtrs — |
| 86 | PRICE T ROWE ASSOCIATES INC /MD/ | 25.3K +3.1K (+13.8%) | 584.0K -44.0K (-7.0%) | 0.08% +0.010 pp | 0.00% +0.000 pp | USD23.37 -1.3% | 36 qtrs — |
| 87 | ALLIANCEBERNSTEIN L.P. | 24.2K -375.0 (-1.5%) | 557.9K -135.6K (-19.6%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD26.09 -11.6% | 59 qtrs — |
| 88 | VOYA INVESTMENT MANAGEMENT LLC | 22.2K +346.0 (+1.6%) | 512.6K -105.1K (-17.0%) | 0.07% +0.001 pp | 0.00% 0.000 pp | USD28.68 -19.6% | 51 qtrs — |
| 89 | PRUDENTIAL FINANCIAL INC | 22.2K -1.7K (-6.9%) | 512.2K -161.6K (-24.0%) | 0.07% -0.006 pp | 0.00% 0.000 pp | USD28.34 -18.6% | 55 qtrs — |
| 90 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 21.1K -8.8K (-29.4%) | 487.0K -357.6K (-42.3%) | 0.07% -0.029 pp | 0.00% 0.000 pp | USD26.38 -12.5% | 52 qtrs — |
| 91 | AMUNDI | 20.8K +20.8K (+100.0%) | 480.9K +480.9K (+100.0%) | 0.07% +0.069 pp | 0.00% +0.000 pp | USD23.07 +0.0% | 1 qtrs NEW |
| 92 | NEW YORK STATE COMMON RETIREMENT FUND | 20.5K +— (+0.0%) | 473.1K -106.0K (-18.3%) | 0.07% 0.000 pp | 0.00% 0.000 pp | USD27.56 -16.3% | 54 qtrs — |
| 93 | DEUTSCHE BANK AG\ | 20.4K +1.6K (+8.5%) | 470.5K -60.3K (-11.4%) | 0.07% +0.005 pp | 0.00% +0.000 pp | USD27.30 -15.5% | 50 qtrs — |
| 94 | SUMMIT GLOBAL INVESTMENTS | 20.2K +142.0 (+0.7%) | 465.0K -101.0K (-17.8%) | 0.07% +0.000 pp | 0.03% -0.006 pp | USD28.20 -18.2% | 2 qtrs — |
| 95 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 19.9K +7.5K (+60.8%) | 459.0K +109.5K (+31.4%) | 0.07% +0.025 pp | 0.00% +0.000 pp | USD28.56 -19.2% | 4 qtrs — |
| 96 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 19.0K -8.7K (-31.4%) | 439.0K -363.0K (-45.3%) | 0.06% -0.029 pp | 0.00% 0.000 pp | USD26.94 -14.4% | 49 qtrs — |
| 97 | MQS MANAGEMENT LLC | 17.3K +17.3K (+100.0%) | 398.8K +398.8K (+100.0%) | 0.06% +0.057 pp | 0.24% +0.235 pp | USD23.07 +0.0% | 4 qtrs — |
| 98 | THRIVENT FINANCIAL FOR LUTHERANS | 16.3K -798.0 (-4.7%) | 376.0K -107.0K (-22.2%) | 0.05% -0.003 pp | 0.00% 0.000 pp | USD24.58 -6.1% | 45 qtrs — |
| 99 | INTECH INVESTMENT MANAGEMENT LLC | 16.1K -14.1K (-46.7%) | 370.5K -480.0K (-56.4%) | 0.05% -0.046 pp | 0.00% -0.004 pp | USD31.71 -27.2% | 5 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Formidable ETF FORH | 2.96% | 645.8K | 1.19% |
| 2 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.33% | 832.1K | 0.12% |
| 3 | Hartford Multifactor Small Cap ETF ROSC | 0.32% | 198.8K | 0.34% |
| 4 | iShares US Small Cap Value Factor ETF SVAL | 0.30% | 600.0K | 0.20% |
| 5 | Invesco S&P SmallCap Health Care ETF PSCH | 0.29% | 468.9K | 0.29% |
| 6 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.25% | 72.2K | 0.60% |
| 7 | JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE | 0.24% | 6.75M | 0.24% |
| 8 | Inspire Small/Mid Cap ETF ISMD | 0.21% | 688.6K | 0.53% |
| 9 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.18% | 159.6K | 0.89% |
| 10 | Applied Finance IVS US SMID ETF IVSS | 0.17% | 21.1K | 0.59% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-30 | Roberts Scott Alexander | Officer | M-Exempt | A | Common Stock Holding | 5,601 | 0.00 | — | 38,164 | D | ↗ |
| 2026-03-30 | O'Hara Kevin P | Officer | M-Exempt | D | Restricted Share Units | 1,722 | 0.00 | — | 0 | D | ↗ |
| 2026-03-30 | McQuigg Michael Scott | Officer | F-InKind | D | Common Stock Holding | 1,364 | 21.25 | 29.0K | 35,191 | D | ↗ |
| 2026-03-30 | LoPresto Jennifer Hayes | Officer | M-Exempt | A | Common Stock Holding | 803 | 0.00 | — | 6,859 | D | ↗ |
| 2026-03-30 | FRIST ROBERT A JR | Director / Officer / 10% Owner | M-Exempt | A | Common Stock Holding | 4,038 | 0.00 | — | 4,052,090 | D | ↗ |
| 2026-03-30 | Cunningham Jeff | Officer | M-Exempt | A | Common Stock Holding | 5,601 | 0.00 | — | 38,877 | D | ↗ |
| 2026-03-30 | Collier Michael Manning | Officer | M-Exempt | D | Restricted Share Units | 2,067 | 0.00 | — | 0 | D | ↗ |
| 2026-03-30 | Coady Trisha L | Officer | M-Exempt | A | Common Stock Holding | 5,672 | 0.00 | — | 40,877 | D | ↗ |
| 2026-03-18 | Roberts Scott Alexander | Officer | A-Award | A | Restricted Share Units | 2,911 | 0.00 | — | 2,911 | D | ↗ |
| 2026-03-18 | O'Hara Kevin P | Officer | A-Award | A | Restricted Share Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2026-03-18 | McQuigg Michael Scott | Officer | A-Award | A | Restricted Share Units | 2,911 | 0.00 | — | 2,911 | D | ↗ |
| 2026-03-18 | LoPresto Jennifer Hayes | Officer | A-Award | A | Restricted Share Units | 2,183 | 0.00 | — | 2,183 | D | ↗ |
| 2026-03-18 | FRIST ROBERT A JR | Director / Officer / 10% Owner | A-Award | A | Restricted Share Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2026-03-18 | Cunningham Jeff | Officer | A-Award | A | Restricted Share Units | 2,911 | 0.00 | — | 2,911 | D | ↗ |
| 2026-03-18 | Collier Michael Manning | Officer | A-Award | A | Restricted Share Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2026-03-18 | Coady Trisha L | Officer | A-Award | A | Restricted Share Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2026-02-27 | Roberts Scott Alexander | Officer | M-Exempt | A | Common Stock Holding | 2,541 | 0.00 | — | 33,317 | D | ↗ |
| 2026-02-27 | O'Hara Kevin P | Officer | M-Exempt | D | Restricted Share Units | 1,803 | 0.00 | — | 10,220 | D | ↗ |
| 2026-02-27 | McQuigg Michael Scott | Officer | F-InKind | D | Common Stock Holding | 754 | 22.09 | 16.7K | 30,954 | D | ↗ |
| 2026-02-27 | Cunningham Jeff | Officer | M-Exempt | D | Restricted Share Units | 2,000 | 0.00 | — | 4,500 | D | ↗ |
| 2026-02-27 | Collier Michael Manning | Officer | M-Exempt | D | Restricted Share Units | 3,600 | 0.00 | — | 8,100 | D | ↗ |
| 2026-02-27 | Coady Trisha L | Officer | M-Exempt | D | Restricted Share Units | 2,000 | 0.00 | — | 4,500 | D | ↗ |
| 2026-01-01 | LoPresto Jennifer Hayes | Officer | — | — | Employee Stock Option (right to buy) | 5,641 | 23.93 | 135.0K | 0 | D | ↗ |
| 2025-12-15 | FRIST ROBERT A JR | Director / Officer / 10% Owner | G-Gift | A | Common Stock Holding | 400,000 | 0.00 | — | 995,000 | I | ↗ |
| 2025-12-10 | Cunningham Jeff | Officer | S-Sale | D | Common Stock Holding | 2,100 | 24.09 | 50.6K | 31,489 | D | ↗ |
| 2025-12-09 | Roberts Scott Alexander | Officer | A-Award | A | Restricted Share Units | 2,507 | 0.00 | — | 2,507 | D | ↗ |
| 2025-12-09 | O'Hara Kevin P | Officer | A-Award | A | Restricted Share Units | 3,134 | 0.00 | — | 3,134 | D | ↗ |
| 2025-12-09 | McQuigg Michael Scott | Officer | A-Award | A | Restricted Share Units | 2,507 | 0.00 | — | 2,507 | D | ↗ |
| 2025-12-09 | FRIST ROBERT A JR | Director / Officer / 10% Owner | A-Award | A | Restricted Share Units | 3,134 | 0.00 | — | 3,134 | D | ↗ |
| 2025-12-09 | Cunningham Jeff | Officer | A-Award | A | Restricted Share Units | 2,507 | 0.00 | — | 2,507 | D | ↗ |
| 2025-12-09 | Collier Michael Manning | Officer | A-Award | A | Employee Stock Option (right to buy) | 9,402 | 23.93 | 225.0K | 9,402 | D | ↗ |
| 2025-12-09 | Coady Trisha L | Officer | A-Award | A | Restricted Share Units | 3,134 | 0.00 | — | 3,134 | D | ↗ |
| 2025-12-08 | O'Hara Kevin P | Officer | S-Sale | D | Common Stock Holding | 2,000 | 24.26 | 48.5K | 16,373 | D | ↗ |
| 2025-12-08 | FRIST ROBERT A JR | Director / Officer / 10% Owner | G-Gift | D | Common Stock Holding | 6,800 | 0.00 | — | 4,744,248 | D | ↗ |
| 2025-12-02 | Taylor Tate Deborah | Director | G-Gift | D | Common Stock Holding | 394 | 0.00 | — | 21,551 | D | ↗ |
| 2025-12-01 | Taylor Tate Deborah | Director | G-Gift | D | Common Stock Holding | 40 | 0.00 | — | 21,945 | D | ↗ |
| 2025-11-28 | Taylor Tate Deborah | Director | G-Gift | D | Common Stock Holding | 1,142 | 0.00 | — | 21,985 | D | ↗ |
| 2025-11-26 | Taylor Tate Deborah | Director | S-Sale | D | Common Stock Holding | 1,580 | 25.46 | 40.2K | 23,127 | D | ↗ |
| 2025-10-30 | Roberts Scott Alexander | Officer | M-Exempt | D | Restricted Share Units | 766 | 0.00 | — | 895 | D | ↗ |
| 2025-10-30 | O'Hara Kevin P | Officer | M-Exempt | D | Restricted Share Units | 766 | 0.00 | — | 895 | D | ↗ |
| 2025-10-30 | McQuigg Michael Scott | Officer | M-Exempt | D | Restricted Share Units | 766 | 0.00 | — | 895 | D | ↗ |
| 2025-10-30 | Fenstermacher Scott | Officer | F-InKind | D | Common Stock Holding | 195 | 25.83 | 5.0K | 16,837 | D | ↗ |
| 2025-10-30 | FRIST ROBERT A JR | Director / Officer / 10% Owner | M-Exempt | D | Restricted Share Units | 958 | 0.00 | — | 1,119 | D | ↗ |
| 2025-10-30 | Cunningham Jeff | Officer | M-Exempt | A | Common Stock Holding | 766 | 0.00 | — | 33,776 | D | ↗ |
| 2025-10-30 | Collier Michael Manning | Officer | F-InKind | D | Common Stock Holding | 218 | 25.83 | 5.6K | 50,981 | D | ↗ |
| 2025-10-30 | Coady Trisha L | Officer | M-Exempt | A | Common Stock Holding | 2,566 | 0.00 | — | 33,155 | D | ↗ |
| 2025-09-29 | Roberts Scott Alexander | Officer | M-Exempt | A | Common Stock Holding | 869 | 0.00 | — | 30,409 | D | ↗ |
| 2025-09-29 | O'Hara Kevin P | Officer | M-Exempt | A | Common Stock Holding | 869 | 0.00 | — | 18,006 | D | ↗ |
| 2025-09-29 | McQuigg Michael Scott | Officer | F-InKind | D | Common Stock Holding | 212 | 29.08 | 6.2K | 28,588 | D | ↗ |
| 2025-09-29 | Fenstermacher Scott | Officer | M-Exempt | D | Restricted Share Units | 422 | 0.00 | — | 1,371 | D | ↗ |
| 2025-09-29 | FRIST ROBERT A JR | Director / Officer / 10% Owner | M-Exempt | D | Restricted Share Units | 384 | 0.00 | — | 2,176 | D | ↗ |
| 2025-09-29 | Cunningham Jeff | Officer | M-Exempt | A | Common Stock Holding | 869 | 0.00 | — | 33,222 | D | ↗ |
| 2025-09-29 | Collier Michael Manning | Officer | M-Exempt | A | Common Stock Holding | 1,087 | 0.00 | — | 50,569 | D | ↗ |
| 2025-09-29 | Coady Trisha L | Officer | M-Exempt | A | Common Stock Holding | 869 | 0.00 | — | 30,801 | D | ↗ |
| 2025-09-24 | Roberts Scott Alexander | Officer | A-Award | A | Restricted Share Units | 2,069 | 0.00 | — | 2,069 | D | ↗ |
| 2025-09-24 | O'Hara Kevin P | Officer | A-Award | A | Restricted Share Units | 2,586 | 0.00 | — | 2,586 | D | ↗ |
| 2025-09-24 | McQuigg Michael Scott | Officer | A-Award | A | Restricted Share Units | 2,069 | 0.00 | — | 2,069 | D | ↗ |
| 2025-09-24 | Fenstermacher Scott | Officer | A-Award | A | Restricted Share Units | 1,552 | 0.00 | — | 1,552 | D | ↗ |
| 2025-09-24 | FRIST ROBERT A JR | Director / Officer / 10% Owner | A-Award | A | Restricted Share Units | 2,586 | 0.00 | — | 2,586 | D | ↗ |
| 2025-09-24 | Cunningham Jeff | Officer | A-Award | A | Restricted Share Units | 2,069 | 0.00 | — | 2,069 | D | ↗ |
| 2025-09-24 | Collier Michael Manning | Officer | A-Award | A | Restricted Share Units | 2,586 | 0.00 | — | 2,586 | D | ↗ |
| 2025-09-24 | Coady Trisha L | Officer | A-Award | A | Restricted Share Units | 2,586 | 0.00 | — | 2,586 | D | ↗ |
| 2025-08-27 | O'Hara Kevin P | Officer | S-Sale | D | Common Stock Holding | 2,000 | 27.97 | 55.9K | 17,137 | D | ↗ |
| 2025-06-09 | Taylor Tate Deborah | Director | M-Exempt | A | Restricted Share Units | 1,126 | 0.00 | — | 1,126 | D | ↗ |
| 2025-06-09 | REBROVICK LINDA | Director | M-Exempt | A | Restricted Share Units | 1,126 | 0.00 | — | 1,126 | D | ↗ |
| 2025-06-09 | RAPPUHN TERRY ALLISON | Director | M-Exempt | A | Restricted Share Units | 1,126 | 0.00 | — | 1,126 | D | ↗ |
| 2025-06-09 | MCLAREN JEFFREY L | Director | M-Exempt | A | Restricted Share Units | 1,006 | 0.00 | — | 2,012 | D | ↗ |
| 2025-06-09 | Jahangir Amir Alex | Director | M-Exempt | A | Restricted Share Units | 1,126 | 0.00 | — | 1,126 | D | ↗ |
| 2025-06-09 | GORDON FRANK | Director | M-Exempt | A | Restricted Share Units | 1,126 | 0.00 | — | 1,126 | D | ↗ |
| 2025-06-09 | DENT THOMPSON | Director | M-Exempt | D | Restricted Share Units | 1,126 | 0.00 | — | 1,126 | D | ↗ |
| 2025-05-29 | Taylor Tate Deborah | Director | A-Award | A | Restricted Share Units | 3,048 | 0.00 | — | 3,048 | D | ↗ |
| 2025-05-29 | STEAD WILLIAM | Director | M-Exempt | A | Restricted Share Units | 3,018 | 0.00 | — | 0 | D | ↗ |
| 2025-05-29 | REBROVICK LINDA | Director | A-Award | A | Restricted Share Units | 3,048 | 0.00 | — | 3,048 | D | ↗ |
| 2025-05-29 | RAPPUHN TERRY ALLISON | Director | A-Award | A | Restricted Share Units | 3,048 | 0.00 | — | 3,048 | D | ↗ |
| 2025-05-29 | MCLAREN JEFFREY L | Director | A-Award | A | Restricted Share Units | 3,048 | 0.00 | — | 3,048 | D | ↗ |
| 2025-05-29 | Jahangir Amir Alex | Director | A-Award | A | Restricted Share Units | 3,048 | 0.00 | — | 3,048 | D | ↗ |
| 2025-05-29 | GORDON FRANK | Director | A-Award | A | Common Stock Holding | 1,174 | 27.89 | 32.7K | 208,790 | D | ↗ |
| 2025-05-29 | DENT THOMPSON | Director | A-Award | A | Restricted Share Units | 3,048 | 0.00 | — | 3,048 | D | ↗ |
| 2025-05-29 | Beard Charles Jr. | Director | A-Award | A | Restricted Share Units | 3,749 | 0.00 | — | 3,749 | D | ↗ |
| 2025-03-28 | Taylor Tate Deborah | Director | M-Exempt | D | Restricted Share Units | 1,149 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | Sousa Michael | Officer | M-Exempt | D | Restricted Share Units | 2,001 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | STEAD WILLIAM | Director | M-Exempt | D | Restricted Share Units | 1,149 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | Roberts Scott Alexander | Officer | F-InKind | D | Common Stock Holding | 1,597 | 0.00 | — | 29,540 | D | ↗ |
| 2025-03-28 | REBROVICK LINDA | Director | M-Exempt | D | Restricted Share Units | 1,149 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | RAPPUHN TERRY ALLISON | Director | M-Exempt | A | Common Stock Holding | 1,329 | 0.00 | — | 5,111 | D | ↗ |
| 2025-03-28 | O'Hara Kevin P | Officer | M-Exempt | A | Common Stock Holding | 6,556 | 0.00 | — | 20,734 | D | ↗ |
| 2025-03-28 | McQuigg Michael Scott | Officer | M-Exempt | D | Restricted Share Units | 457 | 0.00 | — | 1,486 | D | ↗ |
| 2025-03-28 | MCLAREN JEFFREY L | Director | M-Exempt | D | Restricted Share Units | 1,149 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | GORDON FRANK | Director | M-Exempt | D | Restricted Share Units | 1,149 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | Fenstermacher Scott | Officer | M-Exempt | D | Restricted Share Units | 343 | 0.00 | — | 1,114 | D | ↗ |
| 2025-03-28 | FRIST ROBERT A JR | Director / Officer / 10% Owner | M-Exempt | D | Restricted Share Units | 420 | 0.00 | — | 2,380 | D | ↗ |
| 2025-03-28 | DENT THOMPSON | Director | M-Exempt | D | Restricted Share Units | 1,149 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | Cunningham Jeff | Officer | M-Exempt | D | Restricted Share Units | 1,825 | 0.00 | — | 0 | D | ↗ |
| 2025-03-28 | Collier Michael Manning | Officer | M-Exempt | A | Common Stock Holding | 8,033 | 0.00 | — | 51,439 | D | ↗ |
| 2025-03-28 | Coady Trisha L | Officer | M-Exempt | A | Common Stock Holding | 6,556 | 0.00 | — | 31,529 | D | ↗ |
| 2025-03-19 | Roberts Scott Alexander | Officer | A-Award | A | Restricted Share Units | 1,901 | 0.00 | — | 1,901 | D | ↗ |
| 2025-03-19 | O'Hara Kevin P | Officer | A-Award | A | Restricted Share Units | 2,376 | 0.00 | — | 2,376 | D | ↗ |
| 2025-03-19 | McQuigg Michael Scott | Officer | A-Award | A | Restricted Share Units | 1,901 | 0.00 | — | 1,901 | D | ↗ |
| 2025-03-19 | Fenstermacher Scott | Officer | A-Award | A | Restricted Share Units | 1,426 | 0.00 | — | 1,426 | D | ↗ |
| 2025-03-19 | FRIST ROBERT A JR | Director / Officer / 10% Owner | A-Award | A | Restricted Share Units | 2,376 | 0.00 | — | 2,376 | D | ↗ |
| 2025-03-19 | Cunningham Jeff | Officer | A-Award | A | Restricted Share Units | 1,901 | 0.00 | — | 1,901 | D | ↗ |
| 2025-03-19 | Collier Michael Manning | Officer | A-Award | A | Restricted Share Units | 2,376 | 0.00 | — | 2,376 | D | ↗ |
| 2025-03-19 | Coady Trisha L | Officer | A-Award | A | Restricted Share Units | 2,376 | 0.00 | — | 2,376 | D | ↗ |
| 2025-03-07 | Beard Charles Jr. | Director | — | — | Common Stock Holding | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-02-27 | Sousa Michael | Officer | M-Exempt | A | Common Stock Holding | 12,000 | 0.00 | — | 65,646 | D | ↗ |
| 2025-02-27 | Roberts Scott Alexander | Officer | A-Award | A | Restricted Share Units | 3,606 | 0.00 | — | 3,606 | D | ↗ |
| 2025-02-27 | O'Hara Kevin P | Officer | M-Exempt | A | Common Stock Holding | 2,610 | 0.00 | — | 14,843 | D | ↗ |
| 2025-02-27 | McQuigg Michael Scott | Officer | M-Exempt | A | Common Stock Holding | 2,000 | 0.00 | — | 23,565 | D | ↗ |
| 2025-02-27 | Fenstermacher Scott | Officer | M-Exempt | D | Restricted Share Units | 2,000 | 0.00 | — | 6,500 | D | ↗ |
| 2025-02-27 | Cunningham Jeff | Officer | A-Award | A | Restricted Share Units | 3,606 | 0.00 | — | 3,606 | D | ↗ |
| 2025-02-27 | Collier Michael Manning | Officer | M-Exempt | A | Common Stock Holding | 3,600 | 0.00 | — | 44,453 | D | ↗ |
| 2025-02-27 | Coady Trisha L | Officer | M-Exempt | A | Common Stock Holding | 2,000 | 0.00 | — | 25,566 | D | ↗ |
| 2025-01-30 | Fenstermacher Scott | Officer | M-Exempt | D | Restricted Share Units | 830 | 0.00 | — | 0 | D | ↗ |
| 2025-01-14 | O'Hara Kevin P | Officer | M-Exempt | A | Common Stock Holding | 2,844 | 0.00 | — | 13,077 | D | ↗ |
| 2024-12-17 | FRIST ROBERT A JR | Director / Officer / 10% Owner | G-Gift | D | Common Stock Holding | 6,800 | 0.00 | — | 4,745,771 | D | ↗ |
| 2024-11-20 | Taylor Tate Deborah | Director | G-Gift | D | Common Stock Holding | 900 | 0.00 | — | 21,426 | D | ↗ |
| 2024-10-30 | Sousa Michael | Officer | M-Exempt | A | Common Stock Holding | 640 | 0.00 | — | 53,830 | D | ↗ |
| 2024-10-30 | Roberts Scott Alexander | Officer | M-Exempt | D | Restricted Share Units | 512 | 0.00 | — | 1,661 | D | ↗ |
| 2024-10-30 | O'Hara Kevin P | Officer | M-Exempt | D | Restricted Share Units | 512 | 0.00 | — | 1,661 | D | ↗ |
| 2024-10-30 | McQuigg Michael Scott | Officer | F-InKind | D | Common Stock Holding | 125 | 28.95 | 3.6K | 21,565 | D | ↗ |
| 2024-10-30 | Fenstermacher Scott | Officer | M-Exempt | D | Restricted Share Units | 383 | 0.00 | — | 1,246 | D | ↗ |
| 2024-10-30 | FRIST ROBERT A JR | Director / Officer / 10% Owner | M-Exempt | D | Restricted Share Units | 640 | 0.00 | — | 2,077 | D | ↗ |
| 2024-10-30 | Cunningham Jeff | Officer | M-Exempt | A | Common Stock Holding | 512 | 0.00 | — | 26,112 | D | ↗ |
| 2024-10-30 | Collier Michael Manning | Officer | M-Exempt | D | Restricted Share Units | 597 | 0.00 | — | 1,939 | D | ↗ |
| 2024-10-30 | Coady Trisha L | Officer | F-InKind | D | Common Stock Holding | 417 | 28.95 | 12.1K | 23,566 | D | ↗ |
| 2024-09-27 | Sousa Michael | Officer | M-Exempt | D | Restricted Share Units | 527 | 0.00 | — | 2,988 | D | ↗ |
| 2024-09-27 | Roberts Scott Alexander | Officer | M-Exempt | A | Common Stock Holding | 422 | 0.00 | — | 22,890 | D | ↗ |
| 2024-09-27 | O'Hara Kevin P | Officer | F-InKind | D | Common Stock Holding | 103 | 28.31 | 2.9K | 9,846 | D | ↗ |
| 2024-09-27 | McQuigg Michael Scott | Officer | M-Exempt | A | Common Stock Holding | 422 | 0.00 | — | 21,281 | D | ↗ |
| 2024-09-27 | Fenstermacher Scott | Officer | M-Exempt | D | Restricted Share Units | 316 | 0.00 | — | 1,793 | D | ↗ |
| 2024-09-27 | FRIST ROBERT A JR | Director / Officer / 10% Owner | M-Exempt | D | Restricted Share Units | 527 | 0.00 | — | 2,988 | D | ↗ |
| 2024-09-27 | Cunningham Jeff | Officer | M-Exempt | A | Common Stock Holding | 422 | 0.00 | — | 25,703 | D | ↗ |
| 2024-09-27 | Collier Michael Manning | Officer | F-InKind | D | Common Stock Holding | 129 | 28.31 | 3.7K | 40,402 | D | ↗ |
| 2024-09-27 | Coady Trisha L | Officer | M-Exempt | A | Common Stock Holding | 422 | 0.00 | — | 22,374 | D | ↗ |
| 2024-09-18 | Sousa Michael | Officer | A-Award | A | Restricted Share Units | 2,560 | 0.00 | — | 2,560 | D | ↗ |
| 2024-09-18 | Roberts Scott Alexander | Officer | A-Award | A | Restricted Share Units | 2,048 | 0.00 | — | 2,048 | D | ↗ |
| 2024-09-18 | O'Hara Kevin P | Officer | A-Award | A | Restricted Share Units | 2,048 | 0.00 | — | 2,048 | D | ↗ |
| 2024-09-18 | McQuigg Michael Scott | Officer | A-Award | A | Restricted Share Units | 2,048 | 0.00 | — | 2,048 | D | ↗ |
| 2024-09-18 | Fenstermacher Scott | Officer | A-Award | A | Restricted Share Units | 1,536 | 0.00 | — | 1,536 | D | ↗ |
| 2024-09-18 | FRIST ROBERT A JR | Director / Officer / 10% Owner | A-Award | A | Restricted Share Units | 2,560 | 0.00 | — | 2,560 | D | ↗ |
| 2024-09-18 | Cunningham Jeff | Officer | A-Award | A | Restricted Share Units | 2,048 | 0.00 | — | 2,048 | D | ↗ |
| 2024-09-18 | Collier Michael Manning | Officer | A-Award | A | Restricted Share Units | 2,560 | 0.00 | — | 2,560 | D | ↗ |
| 2024-09-18 | Coady Trisha L | Officer | A-Award | A | Restricted Share Units | 2,048 | 0.00 | — | 2,048 | D | ↗ |
| 2024-08-29 | Taylor Tate Deborah | Director | S-Sale | D | Common Stock Holding | 1,400 | 28.53 | 39.9K | 22,326 | — | ↗ |
| 2024-08-26 | Fenstermacher Scott | Officer | S-Sale | D | Common Stock Holding | 1,000 | 28.99 | 29.0K | 12,008 | — | ↗ |
| 2024-08-23 | O'Hara Kevin P | Officer | A-Award | A | Restricted Share Units | 6,100 | 0.00 | — | 6,100 | — | ↗ |
| 2024-08-07 | O'Hara Kevin P | Officer | S-Sale | D | Common Stock Holding | 3,000 | 28.03 | 84.1K | 9,527 | — | ↗ |
| 2024-06-06 | Taylor Tate Deborah | Director | M-Exempt | D | Restricted Share Units | 1,125 | 0.00 | — | 2,252 | — | ↗ |
| 2024-06-06 | STEAD WILLIAM | Director | M-Exempt | D | Restricted Share Units | 1,125 | 0.00 | — | 2,252 | — | ↗ |
| 2024-06-06 | REBROVICK LINDA | Director | M-Exempt | D | Restricted Share Units | 1,125 | 0.00 | — | 2,252 | — | ↗ |
| 2024-06-06 | RAPPUHN TERRY ALLISON | Director | M-Exempt | D | Restricted Share Units | 1,125 | 0.00 | — | 2,252 | — | ↗ |
| 2024-06-06 | MCLAREN JEFFREY L | Director | M-Exempt | D | Restricted Share Units | 1,125 | 0.00 | — | 2,252 | — | ↗ |
| 2024-06-06 | Jahangir Amir Alex | Director | M-Exempt | D | Restricted Share Units | 1,125 | 0.00 | — | 2,252 | — | ↗ |
| 2024-06-06 | GORDON FRANK | Director | M-Exempt | D | Restricted Share Units | 1,125 | 0.00 | — | 2,252 | — | ↗ |
| 2024-06-06 | DENT THOMPSON | Director | M-Exempt | D | Restricted Share Units | 1,125 | 0.00 | — | 2,252 | — | ↗ |
| 2024-05-30 | Taylor Tate Deborah | Director | A-Award | A | Restricted Share Units | 3,018 | 0.00 | — | 3,018 | — | ↗ |
| 2024-05-30 | STEAD WILLIAM | Director | A-Award | A | Restricted Share Units | 3,018 | 0.00 | — | 3,018 | — | ↗ |
| 2024-05-30 | REBROVICK LINDA | Director | A-Award | A | Restricted Share Units | 3,018 | 0.00 | — | 3,018 | — | ↗ |
| 2024-05-30 | RAPPUHN TERRY ALLISON | Director | A-Award | A | Restricted Share Units | 3,018 | 0.00 | — | 3,018 | — | ↗ |
| 2024-05-30 | MCLAREN JEFFREY L | Director | A-Award | A | Restricted Share Units | 3,018 | 0.00 | — | 3,018 | — | ↗ |
| 2024-05-30 | Jahangir Amir Alex | Director | A-Award | A | Restricted Share Units | 3,018 | 0.00 | — | 3,018 | — | ↗ |
| 2024-05-30 | GORDON FRANK | Director | A-Award | A | Common Stock Holding | 985 | 27.17 | 26.8K | 205,342 | — | ↗ |
| 2024-05-30 | DENT THOMPSON | Director | A-Award | A | Restricted Share Units | 3,018 | 0.00 | — | 3,018 | — | ↗ |
| 2024-05-01 | Fenstermacher Scott | Officer | S-Sale | D | Common Stock Holding | 1,000 | 26.19 | 26.2K | 13,008 | — | ↗ |
| 2024-03-25 | Taylor Tate Deborah | Director | M-Exempt | D | Restricted Share Units | 944 | 0.00 | — | 0 | — | ↗ |
| 2024-03-25 | Sousa Michael | Officer | M-Exempt | D | Restricted Share Units | 2,005 | 0.00 | — | 0 | — | ↗ |
| 2024-03-25 | STEAD WILLIAM | Director | M-Exempt | D | Restricted Share Units | 944 | 0.00 | — | 0 | — | ↗ |
| 2024-03-25 | Roberts Scott Alexander | Officer | M-Exempt | D | Restricted Share Units | 984 | 0.00 | — | 3,199 | — | ↗ |
| 2024-03-25 | REBROVICK LINDA | Director | M-Exempt | A | Common Stock Holding | 2,092 | 0.00 | — | 53,775 | — | ↗ |
| 2024-03-25 | RAPPUHN TERRY ALLISON | Director | M-Exempt | D | Restricted Share Units | 1,329 | 0.00 | — | 1,329 | — | ↗ |
| 2024-03-25 | O'Hara Kevin P | Officer | M-Exempt | D | Restricted Share Units | 1,565 | 0.00 | — | 1,825 | — | ↗ |
| 2024-03-25 | McQuigg Michael Scott | Officer | M-Exempt | D | Restricted Share Units | 1,829 | 0.00 | — | 0 | — | ↗ |
| 2024-03-25 | MCLAREN JEFFREY L | Director | M-Exempt | D | Restricted Share Units | 944 | 0.00 | — | 0 | — | ↗ |
| 2024-03-25 | GORDON FRANK | Director | M-Exempt | D | Restricted Share Units | 1,148 | 0.00 | — | 1,149 | — | ↗ |
| 2024-03-25 | Fenstermacher Scott | Officer | M-Exempt | D | Restricted Share Units | 738 | 0.00 | — | 2,399 | — | ↗ |
| 2024-03-25 | FRIST ROBERT A JR | Director / Officer / 10% Owner | M-Exempt | D | Restricted Share Units | 1,715 | 0.00 | — | 2,001 | — | ↗ |
| 2024-03-25 | DENT THOMPSON | Director | M-Exempt | D | Restricted Share Units | 944 | 0.00 | — | 0 | — | ↗ |
| 2024-03-25 | Cunningham Jeff | Officer | M-Exempt | D | Restricted Share Units | 2,461 | 0.00 | — | 7,997 | — | ↗ |
| 2024-03-25 | Collier Michael Manning | Officer | M-Exempt | D | Restricted Share Units | 3,444 | 0.00 | — | 11,196 | — | ↗ |
| 2024-03-25 | Coady Trisha L | Officer | M-Exempt | D | Restricted Share Units | 2,744 | 0.00 | — | 0 | — | ↗ |
| 2024-03-20 | Sousa Michael | Officer | A-Award | A | Restricted Share Units | 2,800 | 0.00 | — | 2,800 | — | ↗ |
| 2024-03-20 | Roberts Scott Alexander | Officer | A-Award | A | Restricted Share Units | 2,240 | 0.00 | — | 2,240 | — | ↗ |
| 2024-03-20 | O'Hara Kevin P | Officer | A-Award | A | Restricted Share Units | 2,240 | 0.00 | — | 2,240 | — | ↗ |
| 2024-03-20 | McQuigg Michael Scott | Officer | A-Award | A | Restricted Share Units | 2,240 | 0.00 | — | 2,240 | — | ↗ |
| 2024-03-20 | Fenstermacher Scott | Officer | A-Award | A | Restricted Share Units | 1,680 | 0.00 | — | 1,680 | — | ↗ |
| 2024-03-20 | FRIST ROBERT A JR | Director / Officer / 10% Owner | A-Award | A | Restricted Share Units | 2,800 | 0.00 | — | 2,800 | — | ↗ |
| 2024-03-20 | Cunningham Jeff | Officer | A-Award | A | Restricted Share Units | 2,240 | 0.00 | — | 2,240 | — | ↗ |
| 2024-03-20 | Collier Michael Manning | Officer | A-Award | A | Restricted Share Units | 2,800 | 0.00 | — | 2,800 | — | ↗ |
| 2024-03-20 | Coady Trisha L | Officer | A-Award | A | Restricted Share Units | 2,240 | 0.00 | — | 2,240 | — | ↗ |
| 2024-03-11 | GORDON FRANK | Director | A-Award | A | Common Stock Holding | 225 | 26.70 | 6.0K | 202,265 | — | ↗ |
| 2024-02-26 | Sousa Michael | Officer | S-Sale | D | Common Stock Holding | 15,000 | 27.25 | 408.8K | 42,525 | — | ↗ |
| 2024-02-23 | Sousa Michael | Officer | F-InKind | D | Common Stock Holding | 2,588 | 26.81 | 69.4K | 48,937 | — | ↗ |
| 2024-02-23 | Roberts Scott Alexander | Officer | M-Exempt | D | Restricted Share Units | 1,500 | 0.00 | — | 8,500 | — | ↗ |
| 2024-02-23 | O'Hara Kevin P | Officer | F-InKind | D | Common Stock Holding | 366 | 26.81 | 9.8K | 8,478 | — | ↗ |
| 2024-02-23 | McQuigg Michael Scott | Officer | M-Exempt | D | Restricted Share Units | 1,500 | 0.00 | — | 8,500 | — | ↗ |
| 2024-02-23 | Fenstermacher Scott | Officer | M-Exempt | D | Restricted Share Units | 1,500 | 0.00 | — | 8,500 | — | ↗ |
| 2024-02-23 | Cunningham Jeff | Officer | M-Exempt | D | Restricted Share Units | 1,500 | 0.00 | — | 8,500 | — | ↗ |
| 2024-02-23 | Collier Michael Manning | Officer | M-Exempt | D | Restricted Share Units | 2,700 | 0.00 | — | 15,300 | — | ↗ |
| 2024-02-23 | Coady Trisha L | Officer | M-Exempt | D | Restricted Share Units | 1,500 | 0.00 | — | 8,500 | — | ↗ |
| 2024-02-22 | Fenstermacher Scott | Officer | S-Sale | D | Common Stock Holding | 1,000 | 26.59 | 26.6K | 14,008 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Michael M. Collier Executive Vice President, Corporate Strategy, Development, and Operations | 381.9K | — | 507.3K | 79.6K | 150.3K | 13.0K | 1.13M | 51.84% | ↗ |
| 2 | 2025 | Kevin P. O'Hara Executive Vice President, Workforce Platform and Applications | 371.1K | — | 454.6K | 79.6K | 146.4K | 11.7K | 1.06M | 50.23% | ↗ |
| 3 | 2025 | Trisha L. Coady Executive Vice President, Workforce Development Solutions | 371.1K | — | 425.7K | 79.6K | 146.4K | 13.0K | 1.04M | 48.78% | ↗ |
| 4 | 2025 | Scott A. Roberts Senior Vice President and Chief Financial Officer | 344.0K | — | 338.7K | 63.6K | 119.0K | 2.9K | 868.3K | 46.34% | ↗ |
| 5 | 2025 | Robert A. Frist, Jr. Chief Executive Officer | 400.5K | — | 225.0K | 79.6K | 158.1K | 4.9K | 868.0K | 35.08% | ↗ |
| 6 | 2024 | Michael Sousa Former Executive Vice President, Enterprise Applications | 383.7K | — | 471.5K | — | 155.2K | 7.8K | 1.02M | 46.31% | ↗ |
| 7 | 2024 | Michael M. Collier Executive Vice President, Corporate Strategy, Development, and Operations | 359.3K | — | 338.8K | — | 145.6K | 5.2K | 848.8K | 39.91% | ↗ |
| 8 | 2024 | Kevin P. O'Hara Executive Vice President, Enterprise Workforce Platform | 342.3K | — | 257.1K | — | 122.0K | 1.5K | 722.9K | 35.56% | ↗ |
| 9 | 2024 | Kevin P. O'Hara Executive Vice President, Workforce Platform and Applications | 342.3K | — | 257.1K | — | 122.0K | 1.5K | 722.9K | 35.56% | ↗ |
| 10 | 2024 | Trisha L. Coady Executive Vice President, Workforce Development Solutions | 344.0K | — | 239.5K | — | 122.0K | 4.8K | 710.3K | 33.72% | ↗ |
| 11 | 2024 | Robert A. Frist, Jr. Chief Executive Officer | 387.7K | — | 150.0K | — | 156.6K | 7.8K | 702.1K | 21.37% | ↗ |
| 12 | 2024 | Scott A. Roberts Senior Vice President and Chief Financial Officer | 330.0K | — | 239.5K | — | 117.3K | 5.1K | 691.9K | 34.62% | ↗ |
| 13 | 2023 | Michael Sousa Executive Vice President, Enterprise Applications | 375.0K | — | 386.3K | — | 187.5K | 7.1K | 955.8K | 40.41% | ↗ |
| 14 | 2023 | Michael Sousa Former Executive Vice President, Enterprise Applications | 375.0K | — | 386.3K | — | 187.5K | 7.1K | 955.8K | 40.41% | ↗ |
| 15 | 2023 | Michael M. Collier Executive Vice President, Corporate Strategy, Development, and Operations | 343.3K | — | 311.3K | — | 175.0K | 4.6K | 834.2K | 37.31% | ↗ |
| 16 | 2023 | Michael M. Collier Executive Vice President, Corporate Strategy and Development | 343.3K | — | 311.3K | — | 175.0K | 4.6K | 834.2K | 37.31% | ↗ |
| 17 | 2023 | Robert A. Frist, Jr. Chief Executive Officer | 380.0K | — | 150.0K | — | 190.0K | 7.1K | 727.1K | 20.63% | ↗ |
| 18 | 2023 | Trisha L. Coady Executive Vice President, Workforce Development Solutions | 326.7K | — | 224.0K | — | 150.8K | 4.6K | 706.0K | 31.73% | ↗ |
| 19 | 2023 | Trisha L. Coady Senior Vice President, Workforce Development Solutions | 326.7K | — | 224.0K | — | 150.8K | 4.6K | 706.0K | 31.73% | ↗ |
| 20 | 2023 | Scott A. Roberts Senior Vice President and Chief Financial Officer | 313.3K | — | 224.0K | — | 144.0K | 4.6K | 685.9K | 32.66% | ↗ |
| 21 | 2022 | J. Edward Pearson President and Chief Operating Officer | 368.3K | — | 418.7K | — | 158.0K | 10.3K | 955.3K | 43.83% | ↗ |
| 22 | 2022 | Michael Sousa Executive Vice President, Enterprise Applications | 368.3K | — | 418.7K | — | 158.0K | 6.4K | 951.4K | 44.01% | ↗ |
| 23 | 2022 | Michael Sousa Former Executive Vice President, Enterprise Applications | 368.3K | — | 418.7K | — | 158.0K | 6.4K | 951.4K | 44.01% | ↗ |
| 24 | 2022 | Robert A. Frist, Jr. Chief Executive Officer | 375.0K | — | 205.3K | — | 160.1K | 9.5K | 749.9K | 27.38% | ↗ |
| 25 | 2022 | Trisha L. Coady Senior Vice President, Workforce Development Solutions | 303.3K | — | 338.3K | — | 99.6K | 6.3K | 747.5K | 45.25% | ↗ |
| 26 | 2022 | Scott A. Roberts Senior Vice President and Chief Financial Officer | 291.7K | — | 196.6K | — | 96.4K | 6.3K | 590.9K | 33.27% | ↗ |
| 27 | 2021 | Michael Sousa Senior Vice President and President, VerityStream | 350.0K | — | 494.0K | — | 142.0K | 6.4K | 992.3K | 49.78% | ↗ |
| 28 | 2021 | Michael Sousa Executive Vice President, Enterprise Applications | 350.0K | — | 494.0K | — | 142.0K | 5.6K | 991.5K | 49.82% | ↗ |
| 29 | 2021 | J. Edward Pearson President and Chief Operating Officer | 350.0K | — | 332.9K | — | 142.0K | 6.8K | 831.6K | 40.03% | ↗ |
| 30 | 2021 | Kevin P. O'Hara Senior Vice President, Platform Solutions | 285.0K | — | 320.0K | — | 85.5K | 5.4K | 695.9K | 45.99% | ↗ |
| 31 | 2021 | Robert A. Frist, Jr. Chief Executive Officer | 358.4K | — | 131.5K | — | 146.0K | 6.1K | 642.0K | 20.49% | ↗ |
| 32 | 2021 | Scott A. Roberts Senior Vice President and Chief Financial Officer | 266.7K | — | 120.0K | — | 82.5K | 4.3K | 473.5K | 25.35% | ↗ |
| 33 | 2020 | J. Edward Pearson President and Chief Operating Officer | 339.9K | — | 292.3K | — | 91.1K | 9.0K | 732.2K | 39.91% | ↗ |
| 34 | 2020 | Michael Sousa Executive Vice President, Enterprise Applications | 339.9K | — | 292.3K | — | 18.4K | 7.3K | 657.8K | 44.43% | ↗ |
| 35 | 2020 | Michael Sousa Senior Vice President and President, VerityStream | 339.9K | — | 292.3K | — | 18.4K | 7.3K | 657.8K | 44.43% | ↗ |
| 36 | 2020 | Michael M. Collier Senior Vice President, Corporate Development and General Counsel | 273.0K | — | 180.0K | 121.3K | 54.6K | 6.0K | 634.8K | 47.46% | ↗ |
| 37 | 2020 | Robert A. Frist, Jr. Chief Executive Officer | 345.1K | — | 131.5K | — | 92.5K | 8.3K | 577.4K | 22.78% | ↗ |
| 38 | 2020 | Scott A. Roberts Senior Vice President and Chief Financial Officer | 250.0K | — | 120.0K | 121.3K | 50.0K | 5.9K | 547.2K | 44.09% | ↗ |
| 39 | 2019 | Michael Sousa Senior Vice President and President, VerityStream | 336.6K | — | 373.1K | — | 136.0K | 6.2K | 851.9K | 43.80% | ↗ |
| 40 | 2019 | J. Edward Pearson President and Chief Operating Officer | 336.6K | — | 276.5K | — | 136.0K | 8.6K | 757.7K | 36.49% | ↗ |
| 41 | 2019 | Robert A. Frist, Jr. Chief Executive Officer | 341.7K | — | 131.5K | — | 138.0K | 6.2K | 617.4K | 21.30% | ↗ |
| 42 | 2019 | Michael M. Collier Senior Vice President, Corporate Development and General Counsel | 270.3K | — | 180.0K | — | 81.9K | 5.8K | 537.9K | 33.45% | ↗ |
| 43 | 2019 | Scott A. Roberts Senior Vice President and Chief Financial Officer | 225.2K | — | 128.0K | — | 55.5K | 4.9K | 413.7K | 30.95% | ↗ |
| 44 | 2019 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 78.6K | — | — | — | — | — | 78.6K | 0.00% | ↗ |
| 45 | 2018 | Michael Sousa Senior Vice President and President, Verity, Inc. | 318.6K | 75.0K | 234.4K | — | 95.3K | 5.6K | 728.8K | 32.16% | ↗ |
| 46 | 2018 | Michael Sousa Senior Vice President and President, VerityStream | 317.8K | 75.0K | 234.4K | — | 95.3K | 3.7K | 726.2K | 32.28% | ↗ |
| 47 | 2018 | J. Edward Pearson President and Chief Operating Officer | 320.7K | — | 234.4K | — | 132.0K | 6.2K | 693.3K | 33.81% | ↗ |
| 48 | 2018 | Robert A. Frist, Jr. Chief Executive Officer | 330.5K | — | 131.5K | — | 134.0K | 4.4K | 600.4K | 21.91% | ↗ |
| 49 | 2018 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 284.5K | — | 113.3K | — | 86.4K | 5.6K | 489.7K | 23.14% | ↗ |
| 50 | 2018 | Jeffrey D. Cunningham Senior Vice President and Chief Technology Officer | 281.0K | — | 113.3K | — | 82.5K | 5.6K | 485.0K | 23.36% | ↗ |
| 51 | 2017 | Michael Sousa Senior Vice President and President, Verity, Inc. | 291.5K | — | 349.8K | — | — | 1.8K | 643.1K | 54.39% | ↗ |
| 52 | 2017 | Michael Sousa Senior Vice President and President, VerityStream | 291.5K | — | 349.8K | — | — | 1.8K | 643.1K | 54.39% | ↗ |
| 53 | 2017 | Robert A. Frist, Jr. Chief Executive Officer, President | 319.3K | — | 114.4K | — | 97.2K | 1.8K | 532.7K | 21.47% | ↗ |
| 54 | 2017 | Robert A. Frist, Jr. Chief Executive Officer | 319.3K | — | 114.4K | — | 97.2K | 1.8K | 532.7K | 21.47% | ↗ |
| 55 | 2017 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 299.5K | — | 114.4K | — | 91.9K | 1.8K | 507.6K | 22.53% | ↗ |
| 56 | 2017 | J. Edward Pearson President and Chief Operating Officer | 299.5K | — | 114.4K | — | 91.9K | 1.8K | 507.6K | 22.53% | ↗ |
| 57 | 2017 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 274.3K | — | 103.0K | — | 83.2K | 1.8K | 462.3K | 22.28% | ↗ |
| 58 | 2017 | Jeffrey S. Doster Senior Vice President and Chief Information Officer | 271.2K | — | 103.0K | — | 82.3K | 2.4K | 458.9K | 22.44% | ↗ |
| 59 | 2017 | Jeffrey D. Cunningham Senior Vice President and Chief Technology Officer | 126.0K | — | 184.3K | — | 37.8K | — | 348.2K | 52.94% | ↗ |
| 60 | 2016 | Michael Sousa Senior Vice President and President, Echo, Inc. | 278.8K | — | 328.3K | — | — | 3.1K | 610.2K | 53.80% | ↗ |
| 61 | 2016 | Michael Sousa Senior Vice President and President, Verity, Inc. | 278.8K | — | 328.3K | — | — | 3.1K | 610.2K | 53.80% | ↗ |
| 62 | 2016 | Thomas Schultz Senior Vice President, Sales | 211.7K | — | 77.3K | — | — | 271.6K | 560.6K | 13.79% | ↗ |
| 63 | 2016 | Robert A. Frist, Jr. Chief Executive Officer, President | 305.6K | — | 114.4K | — | — | 3.6K | 423.6K | 27.01% | ↗ |
| 64 | 2016 | Robert A. Frist, Jr. Chief Executive Officer | 305.6K | — | 114.4K | — | — | 3.6K | 423.6K | 27.01% | ↗ |
| 65 | 2016 | J. Edward Pearson President and Chief Operating Officer | 288.8K | — | 114.4K | — | — | 3.6K | 406.8K | 28.12% | ↗ |
| 66 | 2016 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 288.8K | — | 114.4K | — | — | 3.6K | 406.8K | 28.12% | ↗ |
| 67 | 2016 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 264.9K | — | 103.0K | — | — | 3.6K | 371.5K | 27.72% | ↗ |
| 68 | 2016 | Jeffrey S. Doster Senior Vice President and Chief Information Officer | 262.1K | — | 103.0K | — | — | 4.8K | 369.8K | 27.84% | ↗ |
| 69 | 2015 | Michael Sousa Senior Vice President and President, Echo, Inc. | 266.9K | — | 319.1K | — | 108.2K | 1.8K | 696.0K | 45.85% | ↗ |
| 70 | 2015 | Michael Sousa Senior Vice President and President, Verity, Inc. | 266.9K | — | 319.1K | — | 108.2K | 1.8K | 696.0K | 45.85% | ↗ |
| 71 | 2015 | Thomas Schultz Senior Vice President, Sales | 205.2K | — | 77.3K | — | — | 226.4K | 508.9K | 15.19% | ↗ |
| 72 | 2015 | Robert A. Frist, Jr. Chief Executive Officer, President | 292.3K | — | 114.4K | — | 89.0K | 1.8K | 497.5K | 22.99% | ↗ |
| 73 | 2015 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 276.2K | — | 114.4K | — | 84.1K | 1.8K | 476.5K | 24.01% | ↗ |
| 74 | 2015 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 255.4K | — | 103.0K | — | 77.6K | 1.8K | 437.7K | 23.53% | ↗ |
| 75 | 2015 | Jeffrey S. Doster Senior Vice President and Chief Information Officer | 253.7K | — | 94.9K | — | 76.9K | 1.8K | 427.3K | 22.22% | ↗ |
| 76 | 2014 | Michael Sousa Senior Vice President | 229.1K | — | 87.5K | — | 45.9K | 148.9K | 511.4K | 17.10% | ↗ |
| 77 | 2014 | Michael Sousa Senior Vice President and President, Echo, Inc. | 229.1K | — | 87.5K | — | 45.9K | 148.9K | 511.4K | 17.10% | ↗ |
| 78 | 2014 | Robert A. Frist, Jr. Chief Executive Officer, President | 278.8K | — | 114.4K | — | 85.0K | — | 478.3K | 23.92% | ↗ |
| 79 | 2014 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 263.9K | — | 114.4K | — | 80.3K | — | 458.6K | 24.95% | ↗ |
| 80 | 2014 | Arthur E. Newman Executive Vice President | 250.6K | — | 102.8K | — | 75.9K | — | 429.3K | 23.94% | ↗ |
| 81 | 2014 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 246.3K | — | 102.8K | — | 74.6K | — | 423.7K | 24.25% | ↗ |
| 82 | 2014 | Thomas Schultz Senior Vice President, Sales | 108.3K | — | 202.4K | — | — | 95.0K | 405.8K | 49.88% | ↗ |
| 83 | 2013 | Michael Sousa Senior Vice President and President, Echo, Inc. | 198.9K | — | 81.4K | — | 8.8K | 183.9K | 473.0K | 17.20% | ↗ |
| 84 | 2013 | Michael Sousa Senior Vice President | 198.9K | — | 81.4K | — | 8.8K | 183.9K | 473.0K | 17.20% | ↗ |
| 85 | 2013 | Michael Sousa Senior Vice President | 198.9K | — | 81.4K | — | 8.8K | 183.9K | 473.0K | 17.20% | ↗ |
| 86 | 2013 | Robert A. Frist, Jr. Chief Executive Officer, President | 265.6K | — | 108.5K | — | 35.2K | — | 409.3K | 26.51% | ↗ |
| 87 | 2013 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 252.1K | — | 108.5K | — | 33.4K | — | 394.1K | 27.53% | ↗ |
| 88 | 2013 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 252.1K | — | 108.5K | — | 33.4K | — | 394.1K | 27.53% | ↗ |
| 89 | 2013 | Arthur E. Newman Executive Vice President | 241.8K | — | 108.5K | — | 32.1K | — | 382.4K | 28.38% | ↗ |
| 90 | 2013 | Arthur E. Newman Executive Vice President | 241.8K | — | 108.5K | — | 32.1K | — | 382.4K | 28.38% | ↗ |
| 91 | 2013 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 237.7K | — | 108.5K | — | 31.5K | — | 377.7K | 28.73% | ↗ |
| 92 | 2013 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 237.7K | — | 108.5K | — | 31.5K | — | 377.7K | 28.73% | ↗ |
| 93 | 2012 | Michael Sousa Senior Vice President | 190.0K | 5.0K | 86.3K | — | — | 150.7K | 432.0K | 19.97% | ↗ |
| 94 | 2012 | Michael Sousa Senior Vice President | 190.0K | 5.0K | 86.3K | — | — | 150.7K | 432.0K | 19.97% | ↗ |
| 95 | 2012 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 244.0K | 19.1K | 115.0K | — | — | — | 378.1K | 30.41% | ↗ |
| 96 | 2012 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 244.0K | 19.1K | 115.0K | — | — | — | 378.1K | 30.41% | ↗ |
| 97 | 2012 | Arthur E. Newman Executive Vice President | 231.0K | 18.3K | 115.0K | — | — | — | 364.3K | 31.56% | ↗ |
| 98 | 2012 | Arthur E. Newman Executive Vice President | 231.0K | 18.3K | 115.0K | — | — | — | 364.3K | 31.56% | ↗ |
| 99 | 2012 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 227.0K | 18.0K | 115.0K | — | — | — | 360.0K | 31.94% | ↗ |
| 100 | 2012 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 227.0K | 18.0K | 115.0K | — | — | — | 360.0K | 31.94% | ↗ |
| 101 | 2012 | Robert A. Frist, Jr. Chief Executive Officer, President | 253.0K | 20.2K | — | — | — | — | 273.2K | 0.00% | ↗ |
| 102 | 2011 | Michael Sousa Senior Vice President | 185.0K | — | — | 65.8K | 18.5K | 131.0K | 400.3K | 16.44% | ↗ |
| 103 | 2011 | Michael Sousa Senior Vice President | 185.0K | — | — | 65.8K | 18.5K | 131.0K | 400.3K | 16.44% | ↗ |
| 104 | 2011 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 229.2K | — | — | 87.8K | 81.4K | — | 398.3K | 22.03% | ↗ |
| 105 | 2011 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 229.2K | — | — | 87.8K | 81.4K | — | 398.3K | 22.03% | ↗ |
| 106 | 2011 | Arthur E. Newman Executive Vice President | 222.5K | — | — | 87.8K | 78.8K | — | 389.0K | 22.56% | ↗ |
| 107 | 2011 | Arthur E. Newman Executive Vice President | 222.5K | — | — | 87.8K | 78.8K | — | 389.0K | 22.56% | ↗ |
| 108 | 2011 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 218.2K | — | — | 87.8K | 77.4K | — | 383.3K | 22.90% | ↗ |
| 109 | 2011 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 218.2K | — | — | 87.8K | 77.4K | — | 383.3K | 22.90% | ↗ |
| 110 | 2011 | Robert A. Frist, Jr. Chief Executive Officer, President | 240.0K | — | — | — | 85.8K | — | 325.8K | 0.00% | ↗ |
| 111 | 2011 | Robert A. Frist, Jr. Chief Executive Officer, President | 240.0K | — | — | — | 85.8K | — | 325.8K | 0.00% | ↗ |
| 112 | 2010 | Michael Sousa Senior Vice President | 183.3K | — | — | 88.5K | 18.5K | 106.6K | 397.0K | 22.29% | ↗ |
| 113 | 2010 | Michael Sousa Senior Vice President | 183.3K | — | — | 88.5K | 18.5K | 106.6K | 397.0K | 22.29% | ↗ |
| 114 | 2010 | J. Edward Pearson Senior Vice President | 220.0K | 77.9K | — | — | — | — | 333.3K | 0.00% | ↗ |
| 115 | 2010 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 220.0K | — | — | 35.4K | 77.9K | — | 333.3K | 10.62% | ↗ |
| 116 | 2010 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 220.0K | — | — | 35.4K | 77.9K | — | 333.3K | 10.62% | ↗ |
| 117 | 2010 | Arthur E. Newman Executive Vice President | 215.0K | — | — | 35.4K | 76.1K | — | 326.5K | 10.84% | ↗ |
| 118 | 2010 | Arthur E. Newman Executive Vice President | 215.0K | — | — | 35.4K | 76.1K | — | 326.5K | 10.84% | ↗ |
| 119 | 2010 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 210.0K | — | — | 35.4K | 74.4K | — | 319.8K | 11.07% | ↗ |
| 120 | 2010 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 210.0K | — | — | 35.4K | 74.4K | — | 319.8K | 11.07% | ↗ |
| 121 | 2010 | Robert A. Frist, Jr. Chief Executive Officer, President | 223.3K | — | — | — | 80.5K | — | 303.8K | 0.00% | ↗ |
| 122 | 2010 | Robert A. Frist, Jr. Chief Executive Officer, President | 223.3K | — | — | — | 80.5K | — | 303.8K | 0.00% | ↗ |
| 123 | 2009 | Arthur E. Newman Executive Vice President | 208.3K | 73.5K | — | — | — | — | 319.0K | 0.00% | ↗ |
| 124 | 2009 | J. Edward Pearson Senior Vice President | 213.3K | 75.3K | — | — | — | — | 309.4K | 0.00% | ↗ |
| 125 | 2009 | J. Edward Pearson Senior Vice President and Chief Operating Officer | 213.3K | — | — | 20.8K | 75.3K | — | 309.4K | 6.72% | ↗ |
| 126 | 2009 | Robert A. Frist, Jr. Chief Executive Officer, President | 208.3K | 73.5K | — | — | — | — | 291.8K | 0.00% | ↗ |
| 127 | 2009 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 203.3K | — | — | 15.6K | 71.8K | — | 290.7K | 5.37% | ↗ |
| 128 | 2009 | Michael Sousa Senior Vice President | 165.0K | — | — | — | — | — | 279.7K | 0.00% | ↗ |
| 129 | 2009 | Jeffrey S. Doster Senior Vice President and Chief Technology Officer | 203.3K | — | — | — | — | — | 218.9K | 0.00% | ↗ |
| 130 | 2009 | Kevin P. O’Hara Senior Vice President, General Counsel and Secretary | 195.0K | — | — | — | — | — | 215.8K | 0.00% | ↗ |
| 131 | 2008 | Arthur E. Newman Executive Vice President | 204.2K | — | — | — | — | — | 284.9K | 0.00% | ↗ |
| 132 | 2008 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | 124.4K | — | — | — | — | — | 265.6K | 0.00% | ↗ |
| 133 | 2008 | Jeffrey S. Doster Senior Vice President and Chief Technology Officer | 128.1K | — | — | — | — | — | 260.8K | 0.00% | ↗ |
| 134 | 2008 | J. Edward Pearson Senior Vice President | 209.2K | — | — | — | — | — | 259.7K | 0.00% | ↗ |
| 135 | 2008 | Kevin P. O’Hara Senior Vice President, General Counsel and Secretary | 183.3K | — | — | — | — | — | 233.9K | 0.00% | ↗ |
| 136 | 2008 | Kevin P. O’Hara Senior Vice President, General Counsel and Secretary | 183.3K | — | — | — | — | — | 223.9K | 0.00% | ↗ |
| 137 | 2008 | Robert A. Frist, Jr. Chief Executive Officer, President | 205.0K | — | — | — | — | — | 215.0K | 0.00% | ↗ |
| 138 | 2008 | Gerard M. Hayden, Jr. Financial Officer | 124.4K | — | — | — | — | — | 148.1K | 0.00% | ↗ |
| 139 | 2008 | Jeffrey S. Doster Technology Officer | 128.1K | — | — | — | — | — | 144.7K | 0.00% | ↗ |
| 140 | 2007 | Arthur E. Newman Executive Vice President | 194.2K | 15.7K | — | — | — | — | 289.7K | 0.00% | ↗ |
| 141 | 2007 | Arthur E. Newman Executive Vice President and | 194.2K | 15.7K | — | — | — | — | 289.7K | 0.00% | ↗ |
| 142 | 2007 | J. Edward Pearson Senior Vice President | 200.0K | 9.2K | — | — | — | — | 278.7K | 0.00% | ↗ |
| 143 | 2007 | Robert A. Frist, Jr. Chief Executive Officer, President | 194.2K | 15.7K | — | — | — | — | 260.4K | 0.00% | ↗ |
| 144 | 2007 | Kevin P. O’Hara Senior Vice President, General Counsel and Secretary | 162.9K | 11.9K | — | — | — | — | 256.4K | 0.00% | ↗ |
| 145 | 2007 | Kevin P. O’Hara Senior Vice President, General Counsel and Secretary | 162.9K | 11.9K | — | — | — | — | 210.6K | 0.00% | ↗ |
| 146 | 2007 | Susan A. Brownie Senior Vice President, Chief Financial Officer, and | 114.2K | 14.5K | — | — | — | — | 197.0K | 0.00% | ↗ |
| 147 | 2007 | Jeffrey S. Doster Senior Vice President and Chief Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 148 | 2007 | Jeffrey S. Doster Technology Officer | — | — | — | — | — | — | — | — | ↗ |
| 149 | 2007 | Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 150 | 2007 | Gerard M. Hayden, Jr. Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 151 | 2006 | Arthur E. Newman Executive Vice President and | 184.2K | 14.9K | — | — | — | — | 275.1K | 0.00% | ↗ |
| 152 | 2006 | Robert A. Frist, Jr. Chief Executive Officer, President | 182.1K | 12.8K | — | — | — | — | 254.1K | 0.00% | ↗ |
| 153 | 2006 | Susan A. Brownie Senior Vice President, Chief Financial Officer, and | 168.3K | 12.8K | — | — | — | — | 226.9K | 0.00% | ↗ |
| 154 | 2006 | Kevin P. O’Hara Senior Vice President, General Counsel and Secretary | 138.3K | 10.2K | — | — | — | — | 179.6K | 0.00% | ↗ |
| 155 | 2006 | J. Edward Pearson Senior Vice President | 108.3K | 10.0K | — | — | — | — | 155.0K | 0.00% | ↗ |
| 156 | 2005 | Arthur E. Newman, Executive Vice President | 174.6K | 3.0K | — | — | — | — | 177.6K | 0.00% | ↗ |
| 157 | 2005 | Fred Perner, Senior Vice President | 174.4K | 3.0K | — | — | — | — | 177.4K | 0.00% | ↗ |
| 158 | 2005 | Susan A. Brownie, Senior Vice President, Chief Financial Officer and Secretary | 149.2K | 3.3K | — | — | — | — | 152.5K | 0.00% | ↗ |
| 159 | 2005 | Robert A. Frist, Jr., CEO | 148.8K | 3.0K | — | — | — | — | 151.8K | 0.00% | ↗ |
| 160 | 2004 | Arthur E. Newman, Senior Vice President and CFO | 169.0K | — | — | — | — | — | 169.0K | 0.00% | ↗ |
| 161 | 2004 | Arthur E. Newman, Executive Vice President | 169.0K | — | — | — | — | — | 169.0K | 0.00% | ↗ |
| 162 | 2004 | Fred Perner, Senior Vice President | 166.0K | — | — | — | — | — | 166.0K | 0.00% | ↗ |
| 163 | 2004 | Robert A. Frist, Jr., CEO | 137.5K | — | — | — | — | — | 137.5K | 0.00% | ↗ |
| 164 | 2004 | Susan A. Brownie, Vice President of Finance and Corporate Controller | 136.0K | — | — | — | — | — | 136.0K | 0.00% | ↗ |
| 165 | 2004 | Susan A. Brownie, Senior Vice President, Chief Financial Officer and Secretary | 136.0K | — | — | — | — | — | 136.0K | 0.00% | ↗ |
| 166 | 2004 | Michael T. Pote, Senior Vice President | 75.5K | — | — | — | — | — | 75.5K | 0.00% | ↗ |
| 167 | 2003 | Michael T. Pote, Senior Vice President | 157.5K | 23.2K | — | — | — | — | 180.7K | 0.00% | ↗ |
| 168 | 2003 | Arthur E. Newman, Executive Vice President | 157.5K | 23.2K | — | — | — | — | 180.7K | 0.00% | ↗ |
| 169 | 2003 | Arthur E. Newman, Senior Vice President and CFO | 157.5K | 23.2K | — | — | — | — | 180.7K | 0.00% | ↗ |
| 170 | 2003 | Fred Perner, Senior Vice President | 150.0K | 22.1K | — | — | — | — | 172.1K | 0.00% | ↗ |
| 171 | 2003 | Susan A. Brownie, Senior Vice President, Chief Financial Officer and Secretary | 125.0K | 14.1K | — | — | — | — | 139.1K | 0.00% | ↗ |
| 172 | 2003 | Susan A. Brownie, Vice President of Finance and Controller | 125.0K | 14.1K | — | — | — | — | 139.1K | 0.00% | ↗ |
| 173 | 2003 | Susan A. Brownie, Vice President of Finance and Corporate Controller | 125.0K | 14.1K | — | — | — | — | 139.1K | 0.00% | ↗ |
| 174 | 2003 | Robert A. Frist, Jr., CEO | 96.3K | 10.0K | — | — | — | — | 106.3K | 0.00% | ↗ |
| 175 | 2002 | Michael T. Pote, Senior Vice President | 156.9K | 20.0K | — | — | — | — | 176.9K | 0.00% | ↗ |
| 176 | 2002 | Arthur E. Newman, Senior Vice President and CFO | 156.9K | 20.0K | — | — | — | — | 176.9K | 0.00% | ↗ |
| 177 | 2002 | Fred Perner, Senior Vice President | 148.8K | 20.0K | — | — | — | — | 168.8K | 0.00% | ↗ |
| 178 | 2002 | Susan A. Brownie, Vice President of Finance and Controller | 103.6K | 15.0K | — | — | — | — | 118.6K | 0.00% | ↗ |
| 179 | 2002 | Susan A. Brownie, Vice President of Finance and Corporate Controller | 103.6K | 15.0K | — | — | — | — | 118.6K | 0.00% | ↗ |
| 180 | 2002 | Robert A. Frist, Jr., CEO | 85.0K | — | — | — | — | — | 85.0K | 0.00% | ↗ |
| 181 | 2002 | Robert A Frist, Jr., CEO | 85.0K | — | — | — | — | — | 85.0K | 0.00% | ↗ |
| 182 | 2001 | Michael T. Pote, Senior Vice President | 141.9K | 14.0K | — | — | — | — | 155.9K | 0.00% | ↗ |
| 183 | 2001 | Arthur E. Newman, Senior Vice President and CFO | 138.3K | 14.0K | — | — | — | — | 152.3K | 0.00% | ↗ |
| 184 | 2001 | Fred Perner, Senior Vice President | 131.3K | 14.0K | — | — | — | — | 145.3K | 0.00% | ↗ |
| 185 | 2001 | Susan A. Brownie, Vice President of Finance and Controller | 110.6K | 11.5K | — | — | — | — | 122.1K | 0.00% | ↗ |
| 186 | 2001 | Robert A Frist, Jr., President and CEO Michael T. Pote, Senior Vice President Fred Perner, Susan A. Brownie, Vice President of Finance and Controller | 85.0K | 10.0K | — | — | — | — | 95.0K | 0.00% | ↗ |
| 187 | 2001 | Robert A. Frist, Jr., CEO | 85.0K | 10.0K | — | — | — | — | 95.0K | 0.00% | ↗ |
| 188 | 2001 | Robert A Frist, Jr., CEO | 85.0K | 10.0K | — | — | — | — | 95.0K | 0.00% | ↗ |
| 189 | 2000 | Arthur E. Newman, Senior Vice President and CFO | 125.8K | 10.0K | — | — | — | — | 135.8K | 0.00% | ↗ |
| 190 | 2000 | Michael T. Pote, Senior Vice President | 121.7K | 10.0K | — | — | — | — | 131.7K | 0.00% | ↗ |
| 191 | 2000 | Susan A. Brownie, Vice President of Finance and Controller | 88.8K | 10.5K | — | — | — | — | 99.3K | 0.00% | ↗ |
| 192 | 2000 | Robert A Frist, Jr., CEO | 85.0K | 10.0K | — | — | — | — | 95.0K | 0.00% | ↗ |
| 193 | 2000 | Robert A Frist, Jr., President and CEO Michael T. Pote, Senior Vice President Fred Perner, Susan A. Brownie, Vice President of Finance and Controller | 85.0K | 10.0K | — | — | — | — | 95.0K | 0.00% | ↗ |
| 194 | 2000 | Fred Perner, Senior Vice President | 55.8K | — | — | — | — | — | 55.8K | 0.00% | ↗ |
| 195 | 1999 | Robert A Frist, Jr., President and CEO Michael T. Pote, Senior Vice President Fred Perner, Susan A. Brownie, Vice President of Finance and Controller | 79.2K | 9.7K | — | — | — | — | 88.8K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert A. Frist Jr. | Co-Founder, Chairman of the Board & Chief Executive Officer | 563.5K | male |
| Michael Collier | Executive Vice President of Corporate Strategy, Development & Operations | 545.2K | male |
| Trisha L. Coady | Executive Vice President of Workforce Development Solutions | 530.5K | female |
| Kevin O'Hara | Executive Vice President of Workforce Platform and Applications | 529.2K | male |
| Scott Alexander Roberts | Chief Financial Officer & Senior Vice President | 465.9K | male |
| Jeffrey D. Cunningham | Senior Vice President & Chief Technology Officer | 369.1K | male |
| Arthur E. Newman | Senior Executive Advisor | 326.5K | male |
| Mollie Condra | Vice President of Investor Relations & Communications | — | — |
| Michael Scott McQuigg | Senior Vice President of Digital & Network Development | — | male |
| Sneha Oakley | Vice President, Compliance Officer & General Counsel | — | female |
| Jennifer LoPresto | Senior Vice President of Sales | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2018-06-07 | 2018-06-15 | Greg Gianforte | MT00 | Joint | Sale (Full) | $50,001 - $100,000 | ↗ |
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Community Opinion for HSTM
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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