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NRC Health received an amended Schedule 13G (Amendment No. 13) reporting institutional ownership of its common stock. Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of 2,030,492 shares, representing 9.0% of the common stock, with both sole and shared voting and dispositive powers across these shares. Virtus Investment Advisers, LLC reports 979,451 shares, or 4.3%, all with shared voting and dispositive power. Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund reports 922,881 shares, or 4.1%, also with shared voting and dispositive power. The Virtus-related share amounts are stated to be included within the totals reported by the related upstream entities.
NRC Health reported a leadership change in its finance organization. On August 7, 2026, Chief Financial Officer and principal financial officer Shane Harrison tendered his resignation from the company to pursue an outside professional opportunity. His resignation will be effective August 28, 2026. NRC Health stated that it has begun a formal search process for a new Chief Financial Officer to fill the role following his departure.
NRC Health reported Q2 2026 revenue of $35.4 million, up 4% year over year, while net loss widened to $3.3 million (basic and diluted loss per share of $0.15) and operating margin declined to -9%, reflecting sharply higher stock-based compensation and management transition costs.
For the first six months of 2026, revenue rose 4% to $70.2 million but GAAP results deteriorated to a small net loss compared with $5.7 million of net income a year earlier, and operating margin fell to 3% from 15%. By contrast, adjusted metrics remained solid, with Q2 adjusted net income of $6.9 million (adjusted diluted EPS $0.31) and adjusted EBITDA of $9.4 million, a 27% margin.
Subscription demand stayed healthy: total recurring contract value increased 11% year over year to about $151.9 million, and operating cash flow improved to $8.6 million, driving $5.4 million of free cash flow in the first half. The company ended June 30, 2026 with $3.3 million of cash, $77.3 million outstanding on its Delayed Draw Term Loan and $13.0 million on its Revolving Loan, remaining in covenant compliance and retaining additional borrowing capacity. Capital returns continued through a $0.16 per‑share quarterly dividend and repurchase of 397,381 shares for $7.4 million under a $60 million buyback authorization.
NRC Health reported second quarter 2026 results, with revenue of $35.4 million, up from $34.0 million a year earlier. Second quarter Total Recurring Contract Value (TRCV) increased 11% year-over-year to $151.9 million, which management views as a leading indicator of future revenue trends.
Despite revenue growth, the company recorded a net loss of $3.3 million, or $(0.15) per diluted share, compared with a $0.1 million loss in the prior-year quarter, as selling, general, and administrative expenses rose to $22.9 million from $17.7 million and non-cash stock compensation and management transition costs increased. For the first six months of 2026, net income was a small loss of $0.1 million versus profit of $5.7 million a year earlier, while adjusted net income was $11.4 million and adjusted EBITDA was $18.8 million, compared with $12.3 million and $20.6 million, respectively, in 2025. Free cash flow for the first half improved to $5.4 million from $(0.5) million, and the board declared a quarterly cash dividend of $0.16 per share payable October 9, 2026.
NRC Health reported results of its 2026 annual stockholder meeting and subsequent governance changes. Stockholders approved amendments to the company’s certificate of incorporation, and an Amended and Restated Certificate of Incorporation became effective on June 24, 2026.
The board also amended the bylaws on June 23, 2026 to align written-consent voting requirements with the new charter, effective upon the charter’s effectiveness. Directors received strong support, with individual nominees generally receiving about 19.8 million votes in favor versus materially smaller totals against, alongside broker non-votes.
Berwick Donald M reported acquisition or exercise transactions in this Form 4 filing.
NRC HEALTH director Donald M. Berwick received an equity grant as part of his annual board compensation. He was awarded 7,697 shares of common stock at a price of $0.00 per share, bringing his directly held stake to 7,697 shares after the transaction.
The footnote explains this represents $150,000 of annual equity compensation in the form of restricted stock units under the company’s 2025 Omnibus Incentive Plan, calculated using the closing price before the 2026 annual stockholders’ meeting. The award will vest on the date of the 2027 annual stockholder meeting, subject to standard vesting, forfeiture, and termination provisions.
Bhandari Parul reported acquisition or exercise transactions in this Form 4 filing.
NRC HEALTH director Parul Bhandari reported an equity grant of 7,697 shares of Common Stock as annual compensation. The award represents restricted stock units valued at $150,000, calculated using the closing price on the day before NRC HEALTH’s 2026 annual stockholder meeting.
The grant was made under the company’s 2025 Omnibus Incentive Plan at a stated price of $0.0000 per share, reflecting that this is a compensation award rather than an open-market purchase. All 7,697 shares will vest and become exercisable on the date of the company’s 2027 annual stockholder meeting, subject to standard vesting, forfeiture, and termination conditions.
Lockhart Stephen H reported acquisition or exercise transactions in this Form 4 filing.
NRC Health director Stephen H. Lockhart reported receiving an equity grant of 7,697 shares of common stock as annual compensation. According to the disclosure, this grant represents restricted stock units valued at $150,000, determined using the closing share price before the company’s 2026 annual stockholders meeting.
The award was granted under NRC Health’s 2025 Omnibus Incentive Plan and will vest and become exercisable on the date of the company’s 2027 annual stockholder meeting, subject to standard vesting, forfeiture, and termination provisions. Following this award, Lockhart directly holds 7,697 shares.
NUNNELLY JOHN N reported acquisition or exercise transactions in this Form 4 filing.
NRC HEALTH director John N. Nunnelly received an equity award of 7,697 restricted stock units of Common Stock as annual compensation. The grant represents $150,000 of value, calculated using the closing share price before the company’s 2026 annual stockholder meeting. After this award, he holds 40,363 shares directly. The restricted stock units will vest and become exercisable on the date of the company’s 2027 annual stockholder meeting, subject to standard vesting, forfeiture, and termination conditions.
Wheeler Penny Ann reported acquisition or exercise transactions in this Form 4 filing.
NRC Health director Penny Ann Wheeler reported receiving an annual equity grant of 7,697 shares of common stock as restricted stock units valued at $150,000. The award represents annual equity compensation under NRC Health’s 2025 Omnibus Incentive Plan and was granted at no cash cost to her. These units will vest and become exercisable on the date of the company’s 2027 annual stockholder meeting, subject to standard vesting, forfeiture, and termination conditions, leaving her with 7,697 shares reported as directly owned after the grant.