Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NRC HEALTHNRC · Entity 5534 | EVP & Chief Operating Officer | December 15, 2025 | December 17, 2025 |
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 December 15, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 140,518 |
Ending reported balance
After 2025-12-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-15 · Exercise / conversion · Acquired 12,346 · Balance 151,762 Row 2 · 2025-12-15 · Tax withholding · Disposed 11,244 · Balance 140,518 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.23 · Expires 2026-01-05 | Direct | 0 |
Reported balance
After 2025-12-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-15 · Exercise / conversion · Disposed 12,346 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 17, 2025 23:23 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,346 | $0.00 Strike: $15.23 | $0.00 |
DisclosureSEC source: 0001008886-25-000321 · form4.xml · derivative · entry 3 Hrdy Helen · CIK 0001833916 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,346 shares Expires 2026-01-05 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 |
| December 15, 2025 Filed Dec 17, 2025 23:23 UTC | NRC HEALTH NRC · Entity 5534 | Tax withholdingCommon Stock | 11,244 | $17.64 | $198,344.16 |
DisclosureSEC source: 0001008886-25-000321 · form4.xml · nonDerivative · entry 2 Hrdy Helen · CIK 0001833916 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,518 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:23 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock | 12,346 | $15.23 | $188,029.58 |
DisclosureSEC source: 0001008886-25-000321 · form4.xml · nonDerivative · entry 1 Hrdy Helen · CIK 0001833916 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,762 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 07, 2025 Filed Apr 9, 2025 21:00 UTC | NRC HEALTH NRC · Entity 5534 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000068 · form4.xml · nonDerivative · entry 1 Hrdy Helen · CIK 0001833916 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,416 F1 · kind: Represents fully-vested shares of common stock issued under the National Research Corporation 2006 Equity Incentive Plan, which are subject to (i) certain transfer restrictions and (ii) repurchase by the issuer in certain circumstances. F1 · shares: Represents fully-vested shares of common stock issued under the National Research Corporation 2006 Equity Incentive Plan, which are subject to (i) certain transfer restrictions and (ii) repurchase by the issuer in certain circumstances. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 22:43 UTC | NRC HEALTH NRC · Entity 5534 | GrantEmployee Stock Option (right to buy) · Derivative | 10,981 | $0.00 Strike: $38.93 | $0.00 |
DisclosureSEC source: 0001567619-23-000522 · doc1.xml · derivative · entry 1 Hrdy Helen · CIK 0001833916 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,981 Underlying: Common Stock · 10,981 shares Expires 2033-01-04 F1 · derivative.exercise_date: This option becomes fully exercisable on January 4, 2028. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 22:09 UTC | NRC HEALTH NRC · Entity 5534 | GrantEmployee Stock Option (right to buy) · Derivative | 10,118 | $0.00 Strike: $42.25 | $0.00 |
DisclosureSEC source: 0001567619-22-000750 · doc1.xml · derivative · entry 1 Hrdy Helen · CIK 0001833916 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,118 Underlying: Common Stock · 10,118 shares Expires 2032-01-04 F1 · derivative.exercise_date: This option becomes fully exercisable on January 4, 2027. Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 21:13 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,520 | $0.00 Strike: $13.17 | $0.00 |
DisclosureSEC source: 0001567619-21-022684 · doc1.xml · derivative · entry 3 Hrdy Helen · CIK 0001833916 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,520 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. Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 21:13 UTC | NRC HEALTH NRC · Entity 5534 | Tax withholdingCommon Stock | 6,929 | $42.50 | $294,482.50 |
DisclosureSEC source: 0001567619-21-022684 · doc1.xml · nonDerivative · entry 2 Hrdy Helen · CIK 0001833916 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,416 Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 21:13 UTC | NRC HEALTH NRC · Entity 5534 | Exercise / conversionCommon Stock | 13,520 | $13.17 | $178,058.40 |
DisclosureSEC source: 0001567619-21-022684 · doc1.xml · nonDerivative · entry 1 Hrdy Helen · CIK 0001833916 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,345 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 05, 2021 Filed Jan 7, 2021 21:26 UTC | NRC HEALTH NRC · Entity 5534 | GrantEmployee Stock Option (right to buy) · Derivative | 9,960 | $0.00 Strike: $42.92 | $0.00 |
DisclosureSEC source: 0001567619-21-000729 · doc1.xml · derivative · entry 1 Hrdy Helen · CIK 0001833916 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,960 Underlying: Common Stock · 9,960 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.