Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NRC HEALTHNRC · Entity 5534 | 10% owner | May 12, 2025 | May 13, 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 May 12, 2025 · Filed May 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,003 |
Reported balance
After 2025-05-12 transaction · row 1
1 source rowRow 1 · 2025-05-12 · Purchase · Acquired 2,500 · Balance 35,003 F1: The price reflects a weighted average purchase price for multiple transactions ranging from $13.555 to $13.6445, inclusive. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reflects a weighted average purchase price for multiple transactions ranging from $13.555 to $13.6445, inclusive. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price.
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 12, 2025 Filed May 13, 2025 15:30 UTC | NRC HEALTH NRC · Entity 5534 | PurchaseCommon Stock | 2,500 | $13.59 | $33,973.75 |
DisclosureSEC source: 0001008886-25-000118 · form4.xml · nonDerivative · entry 1 BEANS PATRICK E · CIK 0001247187 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,003 F1 · price: The price reflects a weighted average purchase price for multiple transactions ranging from $13.555 to $13.6445, inclusive. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a stockholder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| December 03, 2019 Filed Apr 10, 2025 20:52 UTC | NRC HEALTH NRC · Entity 5534 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000086 · form4.xml · nonDerivative · entry 4 BEANS PATRICK E · CIK 0001247187 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,503 Read SEC document |
| June 25, 2019 Filed Apr 10, 2025 20:52 UTC | NRC HEALTH NRC · Entity 5534 | GiftCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000086 · form4.xml · nonDerivative · entry 3 BEANS PATRICK E · CIK 0001247187 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,903 Read SEC document |
| May 10, 2019 Filed Apr 10, 2025 20:52 UTC | NRC HEALTH NRC · Entity 5534 | GiftCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000086 · form4.xml · nonDerivative · entry 2 BEANS PATRICK E · CIK 0001247187 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,353 Read SEC document |
| August 24, 2018 Filed Apr 10, 2025 20:52 UTC | NRC HEALTH NRC · Entity 5534 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001008886-25-000086 · form4.xml · nonDerivative · entry 1 BEANS PATRICK E · CIK 0001247187 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,153 F1 · balance_after: Mr. Beans no longer has a reportable interest in the 525 shares previously reported as held by his son. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 22:06 UTC | NRC HEALTH NRCIA/B · Entity 5534 | GrantCommon Stock | 1,884,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-018978 · doc1.xml · nonDerivative · entry 2 Amandla MK Trust · CIK 0001729470 · 10% owner BEANS PATRICK E · CIK 0001247187 · Director · CFO and Secretary Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Amandla II, LLC Disclosed balance after: 7,378,645 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. 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. 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. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 22:06 UTC | NRC HEALTH NRCIA/B · Entity 5534 | Disposition to issuerClass B Common Stock | 1,884,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-018978 · doc1.xml · nonDerivative · entry 1 Amandla MK Trust · CIK 0001729470 · 10% owner BEANS PATRICK E · CIK 0001247187 · Director · CFO and Secretary Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Amandla II, LLC 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. 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. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 14:33 UTC | NRC HEALTH NRCIA/B · Entity 5534 | PurchaseClass A Common Stock | 5,494,440 | $19.31 | $106,097,636.40 |
DisclosureSEC source: 0001140361-18-008925 · doc1.xml · nonDerivative · entry 1 Amandla MK Trust · CIK 0001729470 · 10% owner BEANS PATRICK E · CIK 0001247187 · Director · CFO and Secretary Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Amandla II, LLC Disclosed balance after: 5,494,440 F1 · kind: Shares were indirectly purchased via the issuance of a promissory note. 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.