STOCK TITAN

NRC Health (NRC) grants director Penny Ann Wheeler 7,697 stock units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Wheeler Penny Ann
Role null
Type Security Shares Price Value
Grant/Award Common Stock 7,697 $0.00 --
Holdings After Transaction: Common Stock — 7,697 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares granted 7,697 shares Restricted stock unit grant on 2026-06-23
Award value $150,000 Annual equity compensation under 2025 Omnibus Incentive Plan
Grant price per share $0.0000 per share Compensation grant, not market purchase
Shares owned after grant 7,697 shares Total common stock reported as directly owned post-transaction
Transaction code A Grant, award, or other acquisition of common stock
Vesting date 2027 annual stockholder meeting RSUs vest and become exercisable at this meeting
restricted stock units financial
"This share award represents annual equity compensation in the form of a grant of restricted stock units equal to $150,000"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
2025 Omnibus Incentive Plan financial
"under the Issuer's 2025 Omnibus Incentive Plan. The award will vest and become exercisable"
An omnibus incentive plan is a company-wide program that authorizes awards of pay tied to performance and retention—such as stock options, restricted shares, cash bonuses and other rewards—here labeled for the year it was adopted (2025). Investors care because it affects how much ownership can be issued, dilutes existing shareholders, and aligns executives’ and employees’ incentives with company goals, similar to giving team members a stake in the outcome.
annual equity compensation financial
"This share award represents annual equity compensation in the form of a grant of restricted stock units"
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Wheeler Penny Ann

(Last)(First)(Middle)
C/O NRC HEALTH
1245 Q STREET

(Street)
LINCOLN NEBRASKA 68508

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
NRC HEALTH [ NRC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock06/23/2026A7,697(1)A(1)$07,697D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. 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.
/s/ Penny Ann Wheeler, by Christopher Kortum, attorney-in-fact, pursuant to a POA previously filed with the SEC06/25/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did NRC (NRC) director Penny Ann Wheeler report in this Form 4?

Director Penny Ann Wheeler reported receiving 7,697 shares of NRC Health common stock as a restricted stock unit grant. The award represents her annual equity compensation valued at $150,000 under the company’s 2025 Omnibus Incentive Plan and was granted at no cash cost.

How many NRC Health shares were granted to Penny Ann Wheeler?

Penny Ann Wheeler was granted 7,697 shares of NRC Health common stock in the form of restricted stock units. These units are part of her annual equity compensation and increase her directly reported holdings to 7,697 shares following the transaction disclosed in the Form 4.

What is the value of Penny Ann Wheeler’s NRC Health equity award?

The equity award to Penny Ann Wheeler is valued at $150,000, determined by dividing that amount by the closing share price before NRC Health’s 2026 annual meeting. This value sets the number of restricted stock units granted, which total 7,697 shares of common stock.

When do Penny Ann Wheeler’s NRC Health restricted stock units vest?

Penny Ann Wheeler’s restricted stock units will vest and become exercisable on the date of NRC Health’s 2027 annual stockholder meeting. Vesting is subject to standard provisions on vesting, forfeiture, and termination described in the company’s 2025 Omnibus Incentive Plan and award terms.

Is Penny Ann Wheeler’s NRC Health Form 4 transaction an open-market purchase?

No, the transaction is not an open-market purchase. It is coded as an “A” transaction, meaning a grant or award acquisition. The 7,697 NRC Health shares were granted as compensation with a reported price of $0.0000 per share, rather than being bought in the market.