Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NRC HEALTHNRC · Entity 5534 | COO, NRC Health | March 31, 2023 | April 04, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NRC HEALTH
Report date March 31, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy trust | 7,976 |
Reported balance
After 2023-03-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-03-31 · Sale · Disposed 17,643 · Balance 7,976 F1: The price in Column 4 is a weighted average price. The prices actually ranged from $43.09 to $43.88, inclusive. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the ranges set forth in footnotes (1) and (2) of this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 1,688 |
Reported balance
After 2023-04-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-04-03 · Sale · Disposed 6,288 · Balance 1,688 F2: The price in Column 4 is a weighted average price. The prices actually ranged from $43.83 to $44.535, inclusive. |
| Common StockSEC Table I · non-derivative | Direct | 11,263 |
Reported balance
Holding disclosure · report date 2023-03-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,263 |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The prices actually ranged from $43.09 to $43.88, inclusive. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the ranges set forth in footnotes (1) and (2) of this Form 4.
F2: The price in Column 4 is a weighted average price. The prices actually ranged from $43.83 to $44.535, inclusive.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 03, 2023 Filed Apr 4, 2023 21:49 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 6,288 | $44.10 | $277,283.82 |
DisclosureSEC source: 0001008886-23-000042 · form4.xml · nonDerivative · entry 2 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 1,688 F2 · price: The price in Column 4 is a weighted average price. The prices actually ranged from $43.83 to $44.535, inclusive. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:49 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 17,643 | $43.43 | $766,228.43 |
DisclosureSEC source: 0001008886-23-000042 · form4.xml · nonDerivative · entry 1 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 7,976 F1 · price: The price in Column 4 is a weighted average price. The prices actually ranged from $43.09 to $43.88, inclusive. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the ranges set forth in footnotes (1) and (2) of this Form 4. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 20:17 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 15,000 | $42.95 | $644,278.50 |
DisclosureSEC source: 0001008886-23-000039 · form4.xml · nonDerivative · entry 2 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 25,619 F2 · price: The price in Column 4 is a weighted average price. The prices actually ranged from $42.50 to $43.125, inclusive. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 20:17 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 10,000 | $44.30 | $442,983.00 |
DisclosureSEC source: 0001008886-23-000039 · form4.xml · nonDerivative · entry 1 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 40,619 F1 · price: The price in Column 4 is a weighted average price. The prices actually ranged from $44.26 to $44.47, inclusive. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the ranges set forth in footnotes (1) and (2) of this Form 4. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 22:40 UTC | NRC HEALTH NRC · Entity 5534 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,559 | $0.00 Strike: $38.93 | $0.00 |
DisclosureSEC source: 0001567619-23-000521 · doc1.xml · derivative · entry 1 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,559 Underlying: Common Stock · 11,559 shares Expires 2033-01-04 F1 · derivative.exercise_date: This option becomes fully exercisable on January 4, 2028. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 17:33 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 23,581 | $0.00 Strike: $13.17 | $0.00 |
DisclosureSEC source: 0001567619-22-018028 · doc1.xml · derivative · entry 4 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,581 shares Expires 2025-01-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option became fully exercisable on January 6, 2020. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 17:33 UTC | NRC HEALTH NRC · Entity 5534 | Tax withholdingCommon Stock | 12,318 | $40.66 | $500,849.88 |
DisclosureSEC source: 0001567619-22-018028 · doc1.xml · nonDerivative · entry 2 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,263 Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 17:33 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock | 23,581 | $13.17 | $310,561.77 |
DisclosureSEC source: 0001567619-22-018028 · doc1.xml · nonDerivative · entry 1 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,581 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 22:06 UTC | NRC HEALTH NRC · Entity 5534 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,651 | $0.00 Strike: $42.25 | $0.00 |
DisclosureSEC source: 0001567619-22-000748 · doc1.xml · derivative · entry 1 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,651 Underlying: Common Stock · 10,651 shares Expires 2032-01-04 F1 · derivative.exercise_date: This option becomes fully exercisable on January 4, 2027. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:27 UTC | NRC HEALTH NRC · Entity 5534 | GrantEmployee Stock Option (right to buy) · Derivative | 10,485 | $0.00 Strike: $42.92 | $0.00 |
DisclosureSEC source: 0001567619-21-000731 · doc1.xml · derivative · entry 1 RAASCH JONA S · CIK 0001247191 · COO, NRC Health 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,485 Underlying: Common Stock · 10,485 shares Expires 2031-01-05 F1 · derivative.exercise_date: This option becomes fully exercisable on January 5, 2026. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.