Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NRC HEALTHNRC · Entity 5534 | President | October 01, 2020 | October 05, 2020 |
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 October 01, 2020 · Filed October 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,567 |
Reported balance
After 2020-10-01 transaction · row 1
1 source rowRow 1 · 2020-10-01 · Tax withholding · Disposed 18,224 · Balance 55,567 F1: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| October 01, 2020 Filed Oct 5, 2020 20:35 UTC | NRC HEALTH NRC · Entity 5534 | Tax withholdingCommon Stock | 18,224 | $50.80 | $925,779.20 |
DisclosureSEC source: 0001567619-20-017566 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,567 F1 · shares: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the Reporting Person. F1 · price: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the Reporting Person. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 20:16 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 5,905 | $49.50 | $292,297.50 |
DisclosureSEC source: 0001567619-20-016977 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,791 Read SEC document |
| September 02, 2020 Filed Sep 4, 2020 20:18 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 5,000 | $57.85 | $289,250.00 |
DisclosureSEC source: 0001567619-20-016490 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,696 Read SEC document |
| January 06, 2020 Filed Jan 10, 2020 21:28 UTC | NRC HEALTH NRC · Entity 5534 | Tax withholdingCommon Stock | 4,890 | $68.30 | $333,987.00 |
DisclosureSEC source: 0001567619-20-000893 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,696 F1 · shares: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the Reporting Person. F1 · price: Represents the number of shares deemed withheld to satisfy tax withholding obligations upon vesting of restricted stock granted to the Reporting Person. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 21:52 UTC | NRC HEALTH NRC · Entity 5534 | GrantEmployee Stock Option (right to buy) · Derivative | 6,839 | $0.00 Strike: $65.80 | $0.00 |
DisclosureSEC source: 0001567619-20-000713 · doc1.xml · derivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,839 Underlying: Common Stock · 6,839 shares Expires 2030-01-03 F1 · derivative.exercise_date: This option becomes fully exercisable on January 3, 2025. Read SEC document |
| October 04, 2019 Filed Jan 24, 2020 21:42 UTC Amendment | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 4,010 | $59.15 | $237,195.11 |
DisclosureSEC source: 0001567619-20-001512 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,586 F1 · date: This row is being amended with a corrected transaction date of 10/4/2019 due to a clerical error. F2 · price: The price in Column 4 is a weighted average price. The prices actually ranged from $59.00 to $59.48, inclusive. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within this range. Read SEC document |
| September 25, 2019 Filed Sep 26, 2019 14:51 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 4,000 | $60.79 | $243,155.60 |
DisclosureSEC source: 0001567619-19-018774 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,596 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $60.75 to $60.8945. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| September 25, 2019 Filed Oct 7, 2019 20:21 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 4,010 | $59.15 | $237,195.11 |
DisclosureSEC source: 0001567619-19-019301 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,586 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $59.00 to $59.48. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| September 20, 2019 Filed Sep 23, 2019 17:19 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 2,500 | $63.20 | $158,000.00 |
DisclosureSEC source: 0001567619-19-018637 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,596 Read SEC document |
| September 19, 2019 Filed Sep 20, 2019 15:46 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 380 | $63.50 | $24,130.00 |
DisclosureSEC source: 0001567619-19-018576 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,096 Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 17:18 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 2,500 | $62.00 | $155,000.00 |
DisclosureSEC source: 0001567619-19-018519 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,476 Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 17:03 UTC | NRC HEALTH NRCIA/B · Entity 5534 | SaleCommon Stock | 2,500 | $62.00 | $155,000.00 |
DisclosureSEC source: 0001567619-19-018469 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,976 Read SEC document |
| January 03, 2019 Filed Jan 7, 2019 21:24 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,749 | $0.00 Strike: $38.30 | $0.00 |
DisclosureSEC source: 0001567619-19-000707 · doc1.xml · derivative · entry 5 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,749 Underlying: Common Stock · 11,749 shares Expires 2029-01-03 F4 · derivative.exercise_date: This option becomes fully exercisable on January 3, 2024. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:46 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 2,935 | Not disclosed Strike: $40.54 | Not disclosed |
DisclosureSEC source: 0001140361-18-018960 · doc1.xml · derivative · entry 6 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 2,935 shares Expires 2027-01-04 F2 · price: Pursuant to the Recapitalization, all outstanding options to purchase class B common stock were vested in full and cancelled. In exchange for the option, the reporting person received one share of common stock, plus $19.59 in cash for each class B option, less the exercise price per share of the option and any applicable tax withholding. F2 · derivative.exercise_date: Pursuant to the Recapitalization, all outstanding options to purchase class B common stock were vested in full and cancelled. In exchange for the option, the reporting person received one share of common stock, plus $19.59 in cash for each class B option, less the exercise price per share of the option and any applicable tax withholding. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:46 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerEmployee Stock Option (Right to Buy) · Derivative | 3,589 | Not disclosed Strike: $34.00 | Not disclosed |
DisclosureSEC source: 0001140361-18-018960 · doc1.xml · derivative · entry 5 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 3,589 shares Expires 2026-01-05 F2 · price: Pursuant to the Recapitalization, all outstanding options to purchase class B common stock were vested in full and cancelled. In exchange for the option, the reporting person received one share of common stock, plus $19.59 in cash for each class B option, less the exercise price per share of the option and any applicable tax withholding. F2 · derivative.exercise_date: Pursuant to the Recapitalization, all outstanding options to purchase class B common stock were vested in full and cancelled. In exchange for the option, the reporting person received one share of common stock, plus $19.59 in cash for each class B option, less the exercise price per share of the option and any applicable tax withholding. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:46 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Tax withholdingCommon Stock | 4,991 | $33.55 | $167,448.05 |
DisclosureSEC source: 0001140361-18-018960 · doc1.xml · nonDerivative · entry 4 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,476 Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:46 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantCommon Stock | 1,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-018960 · doc1.xml · nonDerivative · entry 3 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,467 F1 · security: On April 17, 2018, the Issuer completed a recapitalization whereby the Issuer exchanged one share of its then-existing class A common stock, plus $19.59 in cash, without interest, for each share of its then-existing class B common stock and, following such exchange, each share of class A common stock was reclassified as a share of Common Stock (the "Recapitalization"). F2 · kind: Pursuant to the Recapitalization, all outstanding options to purchase class B common stock were vested in full and cancelled. In exchange for the option, the reporting person received one share of common stock, plus $19.59 in cash for each class B option, less the exercise price per share of the option and any applicable tax withholding. F2 · price: Pursuant to the Recapitalization, all outstanding options to purchase class B common stock were vested in full and cancelled. In exchange for the option, the reporting person received one share of common stock, plus $19.59 in cash for each class B option, less the exercise price per share of the option and any applicable tax withholding. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:46 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantCommon Stock | 15,245 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-018960 · doc1.xml · nonDerivative · entry 2 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,478 F1 · security: On April 17, 2018, the Issuer completed a recapitalization whereby the Issuer exchanged one share of its then-existing class A common stock, plus $19.59 in cash, without interest, for each share of its then-existing class B common stock and, following such exchange, each share of class A common stock was reclassified as a share of Common Stock (the "Recapitalization"). F1 · kind: On April 17, 2018, the Issuer completed a recapitalization whereby the Issuer exchanged one share of its then-existing class A common stock, plus $19.59 in cash, without interest, for each share of its then-existing class B common stock and, following such exchange, each share of class A common stock was reclassified as a share of Common Stock (the "Recapitalization"). F1 · price: On April 17, 2018, the Issuer completed a recapitalization whereby the Issuer exchanged one share of its then-existing class A common stock, plus $19.59 in cash, without interest, for each share of its then-existing class B common stock and, following such exchange, each share of class A common stock was reclassified as a share of Common Stock (the "Recapitalization"). Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:46 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerClass B Common Stock | 15,245 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-018960 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On April 17, 2018, the Issuer completed a recapitalization whereby the Issuer exchanged one share of its then-existing class A common stock, plus $19.59 in cash, without interest, for each share of its then-existing class B common stock and, following such exchange, each share of class A common stock was reclassified as a share of Common Stock (the "Recapitalization"). F1 · price: On April 17, 2018, the Issuer completed a recapitalization whereby the Issuer exchanged one share of its then-existing class A common stock, plus $19.59 in cash, without interest, for each share of its then-existing class B common stock and, following such exchange, each share of class A common stock was reclassified as a share of Common Stock (the "Recapitalization"). Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 20:22 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantEmployee Stock Option (right to buy) · Derivative | 12,228 | $0.00 Strike: $36.80 | $0.00 |
DisclosureSEC source: 0001140361-18-000809 · doc1.xml · derivative · entry 5 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,228 Underlying: Class A Common Stock · 12,228 shares Expires 2028-01-03 F3 · derivative.exercise_date: This option becomes fully exercisable on January 3, 2023. Read SEC document |
| December 29, 2017 Filed Jan 16, 2018 19:15 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Tax withholdingClass B Common Stock | 5,752 | $56.06 | $322,457.12 |
DisclosureSEC source: 0001140361-18-002008 · doc1.xml · nonDerivative · entry 4 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,496 Read SEC document |
| December 29, 2017 Filed Jan 16, 2018 19:15 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantClass B Common Stock | 12,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-002008 · doc1.xml · nonDerivative · entry 3 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,248 Read SEC document |
| December 29, 2017 Filed Jan 16, 2018 19:15 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Tax withholdingClass A Common Stock | 32,750 | $37.30 | $1,221,575.00 |
DisclosureSEC source: 0001140361-18-002008 · doc1.xml · nonDerivative · entry 2 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,739 Read SEC document |
| December 29, 2017 Filed Jan 16, 2018 19:15 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantClass A Common Stock | 73,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-002008 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,489 Read SEC document |
| December 29, 2017 Filed Feb 21, 2018 22:07 UTC Amendment | NRC HEALTH NRCIA/B · Entity 5534 | Tax withholdingClass B Common Stock | 5,752 | $56.06 | $322,457.12 |
DisclosureSEC source: 0001140361-18-009419 · doc1.xml · nonDerivative · entry 2 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,245 F1 · balance_after: The Form 4 filed on January 16, 2018 reported the award of 73,506 shares of Class A Common Stock and 12,251 shares of Class B Common Stock. These shares were originally granted as restricted stock and included on the reporting person's Form 3 filed on October 1, 2015. This amended Form 4 is being filed to remove these award transactions and to correct the total number of shares owned following the reported transactions. Read SEC document |
| December 29, 2017 Filed Feb 21, 2018 22:07 UTC Amendment | NRC HEALTH NRCIA/B · Entity 5534 | Tax withholdingClass A Common Stock | 32,750 | $37.30 | $1,221,575.00 |
DisclosureSEC source: 0001140361-18-009419 · doc1.xml · nonDerivative · entry 1 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,233 F1 · balance_after: The Form 4 filed on January 16, 2018 reported the award of 73,506 shares of Class A Common Stock and 12,251 shares of Class B Common Stock. These shares were originally granted as restricted stock and included on the reporting person's Form 3 filed on October 1, 2015. This amended Form 4 is being filed to remove these award transactions and to correct the total number of shares owned following the reported transactions. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 15:57 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantEmployee Stock Option (right to buy) · Derivative | 2,935 | $0.00 Strike: $40.54 | $0.00 |
DisclosureSEC source: 0001140361-17-000615 · doc1.xml · derivative · entry 6 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,935 Underlying: Class B Common Stock · 2,935 shares Expires 2027-01-04 F2 · derivative.exercise_date: This option becomes fully exercisable on January 4, 2022. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 15:57 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantEmployee Stock Option (right to buy) · Derivative | 17,608 | $0.00 Strike: $18.80 | $0.00 |
DisclosureSEC source: 0001140361-17-000615 · doc1.xml · derivative · entry 4 Jackson Steven D. · CIK 0001654405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,608 Underlying: Class A Common Stock · 17,608 shares Expires 2027-01-04 F2 · derivative.exercise_date: This option becomes fully exercisable on January 4, 2022. 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.