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 20:45 UTC | NRC HEALTH NRC · Entity 5534 | GrantCommon Stock | 7,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-26-000189 · form4.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · 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 23:16 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 22,625 | $0.00 Strike: $11.61 | $0.00 |
DisclosureSEC source: 0001008886-25-000275 · form4.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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 21:07 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 34,917 | $0.00 Strike: $13.09 | $0.00 |
DisclosureSEC source: 0001008886-25-000113 · form4.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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 20:08 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 10,906 | $0.00 Strike: $29.76 | $0.00 |
DisclosureSEC source: 0001008886-24-000147 · form4.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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 21:44 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 7,386 | $0.00 Strike: $43.15 | $0.00 |
DisclosureSEC source: 0001008886-23-000065 · form4.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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 20:52 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 12,078 | $0.00 Strike: $32.46 | $0.00 |
DisclosureSEC source: 0001567619-22-011414 · doc1.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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 20:49 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 7,289 | $0.00 Strike: $46.32 | $0.00 |
DisclosureSEC source: 0001567619-21-012851 · doc1.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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, 2020 Filed May 20, 2020 20:36 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 7,179 | $0.00 Strike: $54.11 | $0.00 |
DisclosureSEC source: 0001567619-20-010826 · doc1.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,179 Underlying: Common Stock · 7,179 shares Expires 2030-05-18 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 2020 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 |
| September 17, 2019 Filed Sep 18, 2019 17:16 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 6,992 | $61.99 | $433,436.88 |
DisclosureSEC source: 0001567619-19-018471 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $61.99 to $62.00. 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 16, 2019 Filed Sep 17, 2019 15:34 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 6,989 | $62.04 | $433,582.88 |
DisclosureSEC source: 0001567619-19-018400 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,992 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $61.99 to $62.16. 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 13, 2019 Filed Sep 16, 2019 18:42 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 2,924 | $61.99 | $181,258.76 |
DisclosureSEC source: 0001567619-19-018351 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,981 Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 18:34 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 1,120 | $61.99 | $69,428.80 |
DisclosureSEC source: 0001567619-19-018250 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,905 Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 16:17 UTC | NRC HEALTH NRC · Entity 5534 | SaleCommon Stock | 9,035 | $63.01 | $569,305.29 |
DisclosureSEC source: 0001567619-19-018029 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,025 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $62.99 to $63.17. 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 |
| August 30, 2019 Filed Sep 4, 2019 18:30 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: 0001567619-19-017850 · doc1.xml · derivative · entry 5 Berwick Donald M · CIK 0001656313 · 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 |
| August 30, 2019 Filed Sep 4, 2019 18:30 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: 0001567619-19-017850 · doc1.xml · derivative · entry 4 Berwick Donald M · CIK 0001656313 · 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 |
| August 30, 2019 Filed Sep 4, 2019 18:30 UTC | NRC HEALTH NRC · Entity 5534 | Tax withholdingCommon Stock | 19,380 | $64.03 | $1,240,901.40 |
DisclosureSEC source: 0001567619-19-017850 · doc1.xml · nonDerivative · entry 3 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,060 Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 18:30 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock | 10,440 | $34.90 | $364,356.00 |
DisclosureSEC source: 0001567619-19-017850 · doc1.xml · nonDerivative · entry 2 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,440 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 |
| August 30, 2019 Filed Sep 4, 2019 18:30 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock | 36,000 | $24.35 | $876,600.00 |
DisclosureSEC source: 0001567619-19-017850 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 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 21:43 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 6,821 | $0.00 Strike: $50.62 | $0.00 |
DisclosureSEC source: 0001567619-19-012839 · doc1.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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 |
| September 21, 2018 Filed Sep 21, 2018 20:56 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 229 | $38.20 | $8,747.80 |
DisclosureSEC source: 0001567619-18-003033 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 17, 2018 Filed Sep 19, 2018 20:40 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 4,078 | $39.77 | $162,187.77 |
DisclosureSEC source: 0001567619-18-002892 · doc1.xml · nonDerivative · entry 8 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229 F5 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $39.65 to $39.95. 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 14, 2018 Filed Sep 19, 2018 20:40 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 4,759 | $38.73 | $184,304.65 |
DisclosureSEC source: 0001567619-18-002892 · doc1.xml · nonDerivative · entry 7 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,166 F4 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $38.475 to $39.15. 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 13, 2018 Filed Sep 19, 2018 20:40 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 100 | $39.38 | $3,937.50 |
DisclosureSEC source: 0001567619-18-002892 · doc1.xml · nonDerivative · entry 6 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,066 Read SEC document |
| September 13, 2018 Filed Sep 19, 2018 20:40 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 2,600 | $38.76 | $100,781.20 |
DisclosureSEC source: 0001567619-18-002892 · doc1.xml · nonDerivative · entry 5 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,166 F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $38.35 to $39.175. 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 12, 2018 Filed Sep 19, 2018 20:40 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 2,100 | $38.18 | $80,176.32 |
DisclosureSEC source: 0001567619-18-002892 · doc1.xml · nonDerivative · entry 4 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,766 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $38.00 to $38.65. 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 11, 2018 Filed Sep 19, 2018 20:40 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 3,000 | $37.95 | $113,854.80 |
DisclosureSEC source: 0001567619-18-002892 · doc1.xml · nonDerivative · entry 3 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,866 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $37.50 to $38.50. 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 10, 2018 Filed Sep 19, 2018 20:40 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 100 | $38.95 | $3,895.00 |
DisclosureSEC source: 0001567619-18-002892 · doc1.xml · nonDerivative · entry 2 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,866 Read SEC document |
| September 06, 2018 Filed Sep 19, 2018 20:40 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 400 | $38.95 | $15,580.00 |
DisclosureSEC source: 0001567619-18-002892 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,966 Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 21:46 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 3,262 | $39.02 | $127,297.92 |
DisclosureSEC source: 0001567619-18-002212 · doc1.xml · nonDerivative · entry 2 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,366 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $38.95 to $39.175. 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 04, 2018 Filed Sep 6, 2018 21:46 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 2,001 | $39.03 | $78,101.63 |
DisclosureSEC source: 0001567619-18-002212 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,628 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $39.00 to $39.125. 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 |
| August 28, 2018 Filed Aug 30, 2018 23:08 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 600 | $39.42 | $23,650.02 |
DisclosureSEC source: 0001567619-18-001958 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,629 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $39.20 to $39.80. 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 |
| August 23, 2018 Filed Aug 27, 2018 20:37 UTC | NRC HEALTH NRCI · Entity 5534 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 36,000 | $0.00 Strike: $14.19 | $0.00 |
DisclosureSEC source: 0001567619-18-001813 · doc1.xml · derivative · entry 3 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2026-05-11 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 |
| August 23, 2018 Filed Aug 27, 2018 20:37 UTC | NRC HEALTH NRCI · Entity 5534 | Tax withholdingCommon Stock | 12,771 | $40.00 | $510,840.00 |
DisclosureSEC source: 0001567619-18-001813 · doc1.xml · nonDerivative · entry 2 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,229 Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 20:37 UTC | NRC HEALTH NRCI · Entity 5534 | Exercise / conversionCommon Stock | 36,000 | $14.19 | $510,840.00 |
DisclosureSEC source: 0001567619-18-001813 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 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 30, 2018 Filed Jan 22, 2019 22:56 UTC | NRC HEALTH NRC · Entity 5534 | GrantDirector Stock Option (Right to Buy) · Derivative | 10,440 | $0.00 Strike: $34.90 | $0.00 |
DisclosureSEC source: 0001567619-19-001447 · doc1.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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 |
| May 21, 2018 Filed May 22, 2018 21:30 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 14,009 | $34.50 | $483,261.47 |
DisclosureSEC source: 0001140361-18-025229 · doc1.xml · nonDerivative · entry 2 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $34.45 to $34.65. 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 |
| May 18, 2018 Filed May 22, 2018 21:30 UTC | NRC HEALTH NRCI · Entity 5534 | SaleCommon Stock | 11,300 | $34.60 | $390,969.83 |
DisclosureSEC source: 0001140361-18-025229 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,009 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $34.55 to $34.675. 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 |
| May 16, 2018 Filed May 17, 2018 19:15 UTC | NRC HEALTH NRCI · Entity 5534 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 36,000 | $0.00 Strike: $15.19 | $0.00 |
DisclosureSEC source: 0001140361-18-024402 · doc1.xml · derivative · entry 3 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2025-10-21 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 16, 2018 Filed May 17, 2018 19:15 UTC | NRC HEALTH NRCI · Entity 5534 | Tax withholdingCommon Stock | 15,781 | $34.65 | $546,811.65 |
DisclosureSEC source: 0001140361-18-024402 · doc1.xml · nonDerivative · entry 2 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,309 Read SEC document |
| May 16, 2018 Filed May 17, 2018 19:15 UTC | NRC HEALTH NRCI · Entity 5534 | Exercise / conversionCommon Stock | 36,000 | $15.19 | $546,840.00 |
DisclosureSEC source: 0001140361-18-024402 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,090 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 |
| April 17, 2018 Filed Apr 18, 2018 21:49 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: 0001140361-18-018964 · doc1.xml · derivative · entry 4 Berwick Donald M · CIK 0001656313 · 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 21:49 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: 0001140361-18-018964 · doc1.xml · derivative · entry 3 Berwick Donald M · CIK 0001656313 · 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 21:49 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 6,000 | Not disclosed Strike: $32.09 | Not disclosed |
DisclosureSEC source: 0001140361-18-018964 · doc1.xml · derivative · entry 2 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 6,000 shares Expires 2025-10-21 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 21:49 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantCommon Stock | 5,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-018964 · doc1.xml · nonDerivative · entry 1 Berwick Donald M · CIK 0001656313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,090 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 16:22 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: 0001140361-17-019553 · doc1.xml · derivative · entry 2 Berwick Donald M · CIK 0001656313 · 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 16:22 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: 0001140361-17-019553 · doc1.xml · derivative · entry 1 Berwick Donald M · CIK 0001656313 · 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.