Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NRC HEALTHNRC · Entity 5534 | Director | June 23, 2026 | June 25, 2026 |
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 June 23, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,697 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 7,697 · Balance 7,697 F1: This share award represents annual equity compensation in the form of a grant of restricted stock units equal to $150,000, divided by the closing price on the date immediately preceding the Issuer's 2026 annual meeting of stockholders, under the Issuer's 2025 Omnibus Incentive Plan. The award will vest and become exercisable on the date of the Issuer's 2027 annual stockholder meeting, subject to vesting, forfeiture, and termination provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: This share award represents annual equity compensation in the form of a grant of restricted stock units equal to $150,000, divided by the closing price on the date immediately preceding the Issuer's 2026 annual meeting of stockholders, under the Issuer's 2025 Omnibus Incentive Plan. The award will vest and become exercisable on the date of the Issuer's 2027 annual stockholder meeting, subject to vesting, forfeiture, and termination provisions.
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 |
|---|---|---|---|---|---|---|
| June 23, 2026 Filed Jun 25, 2026 20:37 UTC | NRC HEALTH NRC · Entity 5534 | GrantCommon Stock | 7,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000185 · form4.xml · nonDerivative · entry 1 Wheeler Penny Ann · CIK 0001856610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,697 F1 · shares: This share award represents annual equity compensation in the form of a grant of restricted stock units equal to $150,000, divided by the closing price on the date immediately preceding the Issuer's 2026 annual meeting of stockholders, under the Issuer's 2025 Omnibus Incentive Plan. The award will vest and become exercisable on the date of the Issuer's 2027 annual stockholder meeting, subject to vesting, forfeiture, and termination provisions. F1 · acquired: This share award represents annual equity compensation in the form of a grant of restricted stock units equal to $150,000, divided by the closing price on the date immediately preceding the Issuer's 2026 annual meeting of stockholders, under the Issuer's 2025 Omnibus Incentive Plan. The award will vest and become exercisable on the date of the Issuer's 2027 annual stockholder meeting, subject to vesting, forfeiture, and termination provisions. Read SEC document |
| October 17, 2025 Filed Oct 21, 2025 23:18 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 22,625 | $0.00 Strike: $11.61 | $0.00 |
DisclosureSEC source: 0001008886-25-000277 · form4.xml · derivative · entry 1 Wheeler Penny Ann · CIK 0001856610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,625 Underlying: Common Stock · 22,625 shares Expires 2035-10-17 F1 · security: This award is a grant to the reporting person made under the Issuer's 2025 Omnibus Incentive Plan for participating in two in-person meetings during 2025. Read SEC document |
| May 07, 2025 Filed May 9, 2025 21:09 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 34,917 | $0.00 Strike: $13.09 | $0.00 |
DisclosureSEC source: 0001008886-25-000115 · form4.xml · derivative · entry 1 Wheeler Penny Ann · CIK 0001856610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,917 Underlying: Common Stock · 34,917 shares Expires 2035-05-07 F1 · derivative.exercise_date: This award is an annual grant to the reporting person made under the Issuer's 2025 Omnibus Incentive Plan on the date of the Issuer's 2025 annual shareholder meeting. The award will vest and become exercisable on the date immediately preceding the date of the Issuer's next annual shareholder meeting, subject to vesting, forfeiture, and termination provisions. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:12 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 10,906 | $0.00 Strike: $29.76 | $0.00 |
DisclosureSEC source: 0001008886-24-000149 · form4.xml · derivative · entry 1 Wheeler Penny Ann · CIK 0001856610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,906 Underlying: Common Stock · 10,906 shares Expires 2034-05-08 F1 · derivative.exercise_date: This award is an annual grant to the reporting person made under the Issuer's 2004 Non-Employee Director Stock Plan (the "Plan") on the date of the Issuer's 2024 annual shareholder meeting. In accordance with the terms of the Plan, the award will vest and become exercisable on the date immediately preceding the date of the Issuer's next annual shareholder meeting, subject to certain exceptions provided in the Plan. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:48 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 7,386 | $0.00 Strike: $43.15 | $0.00 |
DisclosureSEC source: 0001008886-23-000067 · form4.xml · derivative · entry 1 Wheeler Penny Ann · CIK 0001856610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,386 Underlying: Common Stock · 7,386 shares Expires 2033-05-11 F1 · derivative.exercise_date: This award is an annual grant to the reporting person made under the Issuer's 2004 Non-Employee Director Stock Plan (the "Plan") on the date of the Issuer's 2023 annual shareholder meeting. In accordance with the terms of the Plan, the award will vest and become exercisable on the date immediately preceding the date of the Issuer's next annual shareholder meeting, subject to certain exceptions provided in the Plan. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:56 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 12,078 | $0.00 Strike: $32.46 | $0.00 |
DisclosureSEC source: 0001567619-22-011418 · doc1.xml · derivative · entry 1 Wheeler Penny Ann · CIK 0001856610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,078 Underlying: Common Stock · 12,078 shares Expires 2032-05-18 F1 · derivative.exercise_date: This award is an annual grant to the reporting person made under the Issuer's 2004 Non-Employee Director Stock Plan (the "Plan") on the date of the Issuer's 2022 annual shareholder meeting. In accordance with the terms of the Plan, the award will vest and become exercisable on the date immediately preceding the date of the Issuer's next annual shareholder meeting, subject to certain exceptions provided in the Plan. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 20:42 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 7,289 | $0.00 Strike: $46.32 | $0.00 |
DisclosureSEC source: 0001567619-21-012848 · doc1.xml · derivative · entry 1 Wheeler Penny Ann · CIK 0001856610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,289 Underlying: Common Stock · 7,289 shares Expires 2031-06-29 F1 · derivative.exercise_date: This award is an annual grant to the reporting person made under the Issuer's 2004 Non-Employee Director Stock Plan (the "Plan") on the date of the Issuer's 2021 annual shareholder meeting. In accordance with the terms of the Plan, the award will vest and become exercisable on the date immediately preceding the date of the Issuer's next annual shareholder meeting, subject to certain exceptions provided in the Plan. Read SEC document |
| May 18, 2021 Filed May 19, 2021 20:11 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 6,822 | $0.00 Strike: $48.97 | $0.00 |
DisclosureSEC source: 0001567619-21-010721 · doc1.xml · derivative · entry 1 Wheeler Penny Ann · CIK 0001856610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,822 Underlying: Common Stock · 6,822 shares Expires 2031-05-18 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.