Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NRC HEALTHNRC · Entity 5534 | Director | May 15, 2020 | May 19, 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 May 15, 2020 · Filed May 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,902 |
Reported balance
After 2020-05-15 transaction · row 1
1 source rowRow 1 · 2020-05-15 · Exercise / conversion · Acquired 36,000 · Balance 42,902 |
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $14.95 · Expires 2024-05-08 | Direct | 36,000 |
Reported balance
After 2020-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-15 · Exercise / conversion · Disposed 36,000 · Balance 36,000 |
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 |
|---|---|---|---|---|---|---|
| May 15, 2020 Filed May 19, 2020 20:10 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock · Derivative | 36,000 | $0.00 Strike: $14.95 | $0.00 |
DisclosureSEC source: 0001567619-20-010754 · doc1.xml · derivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Common Stock · 36,000 shares Expires 2024-05-08 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 |
| May 15, 2020 Filed May 19, 2020 20:10 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock | 36,000 | $14.95 | $538,200.00 |
DisclosureSEC source: 0001567619-20-010754 · doc1.xml · nonDerivative · entry 1 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,902 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 |
| November 20, 2019 Filed Nov 21, 2019 21:41 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 9,556 | $62.70 | $599,171.71 |
DisclosureSEC source: 0001567619-19-022030 · doc1.xml · nonDerivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,902 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $62.02 to $62.99, inclusive. Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 21:41 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 5,229 | $62.10 | $324,698.94 |
DisclosureSEC source: 0001567619-19-022030 · doc1.xml · nonDerivative · entry 1 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,458 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $62.01 to $62.225, 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 the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| November 18, 2019 Filed Nov 19, 2019 21:53 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 468 | $61.96 | $28,997.84 |
DisclosureSEC source: 0001567619-19-021878 · doc1.xml · nonDerivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,687 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $61.80 to $62.02, inclusive. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:53 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 2,747 | $61.84 | $169,867.61 |
DisclosureSEC source: 0001567619-19-021878 · doc1.xml · nonDerivative · entry 1 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,155 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $61.80 to $61.975, 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 the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| November 14, 2019 Filed Nov 15, 2019 22:26 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 5,950 | $61.75 | $367,420.24 |
DisclosureSEC source: 0001567619-19-021713 · doc1.xml · nonDerivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,902 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $61.58 to $62.035, inclusive. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 22:26 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 1,812 | $61.67 | $111,737.52 |
DisclosureSEC source: 0001567619-19-021713 · doc1.xml · nonDerivative · entry 1 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,852 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $61.53 to $61.83, 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 the ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 22:48 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 10,440 | $0.00 Strike: $34.90 | $0.00 |
DisclosureSEC source: 0001567619-19-021050 · doc1.xml · derivative · entry 5 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,440 shares Expires 2028-05-30 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 |
| November 07, 2019 Filed Nov 12, 2019 22:48 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 36,000 | $0.00 Strike: $24.35 | $0.00 |
DisclosureSEC source: 0001567619-19-021050 · doc1.xml · derivative · entry 4 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2027-05-09 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 |
| November 07, 2019 Filed Nov 12, 2019 22:48 UTC | NRC HEALTH NRC · Entity 5534 | Tax withholdingCommon Stock | 20,678 | $60.01 | $1,240,886.78 |
DisclosureSEC source: 0001567619-19-021050 · doc1.xml · nonDerivative · entry 3 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,664 Read SEC document |
| November 07, 2019 Filed Nov 12, 2019 22:48 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock | 10,440 | $34.90 | $364,356.00 |
DisclosureSEC source: 0001567619-19-021050 · doc1.xml · nonDerivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,342 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 |
| November 07, 2019 Filed Nov 12, 2019 22:48 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock | 36,000 | $24.35 | $876,600.00 |
DisclosureSEC source: 0001567619-19-021050 · doc1.xml · nonDerivative · entry 1 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,902 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 |
| May 29, 2019 Filed Jun 5, 2019 21:47 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 6,821 | $0.00 Strike: $50.62 | $0.00 |
DisclosureSEC source: 0001567619-19-012843 · doc1.xml · derivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,821 Underlying: Common Stock · 6,821 shares Expires 2029-05-29 Read SEC document |
| May 30, 2018 Filed Jan 22, 2019 23:02 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 10,440 | $0.00 Strike: $34.90 | $0.00 |
DisclosureSEC source: 0001567619-19-001451 · doc1.xml · derivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,440 Underlying: Common Stock · 10,440 shares Expires 2028-05-30 Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:52 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 6,000 | Not disclosed Strike: $44.47 | Not disclosed |
DisclosureSEC source: 0001140361-18-018970 · doc1.xml · derivative · entry 5 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 6,000 shares Expires 2027-05-09 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. 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. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:52 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 6,000 | Not disclosed Strike: $37.78 | Not disclosed |
DisclosureSEC source: 0001140361-18-018970 · doc1.xml · derivative · entry 4 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 6,000 shares Expires 2026-05-11 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. 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. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:52 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 6,000 | Not disclosed Strike: $34.50 | Not disclosed |
DisclosureSEC source: 0001140361-18-018970 · doc1.xml · derivative · entry 3 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 6,000 shares Expires 2025-05-07 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. 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. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:52 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 12,000 | Not disclosed Strike: $43.91 | Not disclosed |
DisclosureSEC source: 0001140361-18-018970 · doc1.xml · derivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 12,000 shares Expires 2024-05-08 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. 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. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 21:52 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantCommon Stock | 6,902 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-018970 · doc1.xml · nonDerivative · entry 1 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,902 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. 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. Read SEC document |
| May 09, 2017 Filed May 11, 2017 16:28 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $44.47 | $0.00 |
DisclosureSEC source: 0001140361-17-019558 · doc1.xml · derivative · entry 2 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Class B Common Stock · 6,000 shares Expires 2027-05-09 Read SEC document |
| May 09, 2017 Filed May 11, 2017 16:28 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 36,000 | $0.00 Strike: $24.35 | $0.00 |
DisclosureSEC source: 0001140361-17-019558 · doc1.xml · derivative · entry 1 MOWRY BARBARA · CIK 0001141219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Underlying: Class A Common Stock · 36,000 shares Expires 2027-05-09 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.