Every Form 4 that NRC Health (NRC) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow NRC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NRC filings page.
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.
Rau Jason Russell reported acquisition or exercise transactions in this Form 4 filing.
National Research Corp Executive Vice President Jason Russell Rau received a grant of 60,000 shares of common stock. The shares were awarded at no cash cost to him and are structured as restricted stock under the National Research Corporation 2025 Omnibus Incentive Plan.
The restricted shares vest in three equal installments on January 1 of 2027, 2028, and 2029, subject to vesting, forfeiture, and termination provisions. Following this award, Rau holds 60,000 shares directly, reflecting a compensation-related equity grant rather than an open-market purchase.
National Research Corp EVP & CFO buys company stock
Shane R. Harrison, Executive Vice President and Chief Financial Officer of National Research Corp, reported an open-market purchase of 8,000 shares of common stock on February 17, 2026 at a weighted average price of $12.2703 per share through an IRA account, which is reported as indirect ownership.
After these transactions, Harrison also reported 150,729 shares of National Research Corp common stock held as direct ownership, reflecting his ongoing equity stake in the company.
National Research Corp director Stephen H. Lockhart reported receiving a grant of director stock options. On 01/22/2026, he was awarded 8,819 stock options with an exercise price of $22.01 per share under the company’s 2025 Omnibus Incentive Plan.
The options became exercisable on 01/22/2026 and expire on 01/22/2036. The grant was made as compensation for his participation in two in-person board meetings held after the 2025 Annual Meeting of Stockholders.
National Research Corp director Parul Bhandari received a grant of 8,819 director stock options on January 22, 2026 under the company’s 2025 Omnibus Incentive Plan for participating in two in-person board meetings since the 2025 annual stockholders meeting.
The options have an exercise price of $22.01 per share, relate to the company’s common stock, and expire on January 22, 2036. Following this award, Bhandari directly beneficially owns 8,819 derivative securities (stock options).
National Research Corp's Executive Vice President and Chief Financial Officer, Shane R. Harrison, reported a stock transaction involving company common shares. On 12/29/2025, a Form 4 shows a disposition of 21,271 shares of Common Stock at a price of $18.66 per share under transaction code F. Following this transaction, Harrison is reported to beneficially own 150,729 shares of National Research Corp common stock, held directly.
National Research Corp executive David Burik, EVP of Strategic Insights, reported a grant of 100,000 shares of common stock on January 5, 2026. These are restricted shares issued at a price of $0.00 per share under the National Research Corporation 2025 Omnibus Incentive Plan. Following this award, Burik beneficially owns 100,000 shares directly.
The restricted shares will vest in three approximately equal installments on January 5, 2027, January 5, 2028, and January 5, 2029, subject to specified vesting, forfeiture, and termination provisions. This filing reflects equity-based compensation rather than an open-market purchase or sale.
National Research Corp Chairman and director Michael D. Hays reported an insider equity transaction. On January 5, 2026, he exercised an employee stock option to acquire 9,145 shares of common stock at $15.23 per share, increasing his directly held common stock to 20,154 shares after the transaction. The option covered 9,145 underlying shares and shows no remaining derivative balance.
The filing also reports 76,095 shares of common stock as indirectly owned by his spouse. Hays includes a footnote stating that he disclaims beneficial ownership of those indirectly held shares, clarifying how they are attributed for reporting purposes.
National Research Corp EVP and COO updates equity holdings through option exercise and share withholding. On 12/15/2025, the executive exercised employee stock options to acquire 12,346 shares of National Research Corp common stock at $15.23 per share. On the same date, 11,244 shares of common stock were disposed of in a transaction reported with code "F" at $17.64 per share, typically used for shares withheld to cover taxes or similar obligations. Following these transactions, the executive directly beneficially owns 140,518 shares of common stock and holds no remaining employee stock options from this grant.
National Research Corp (NRC) reported a director equity award on Form 4. On 10/17/2025, the reporting person received a Director Stock Option grant for 22,625 options at an exercise price of $11.61 per share. The award vests/becomes exercisable on 10/17/2025 and expires on 10/17/2035, with 22,625 derivative securities beneficially owned directly after the grant. The filing notes the grant was made under the Issuer’s 2025 Omnibus Incentive Plan for participating in two in-person meetings during 2025.
National Research Corp (NRC) reported a director equity grant. On 10/17/2025, a Director received a Director Stock Option (Right to Buy) for 22,625 shares at an exercise price of $11.61, expiring on 10/17/2035. The transaction was coded “A” (grant) and recorded as direct ownership.
The award was made under the company’s 2025 Omnibus Incentive Plan for participating in two in-person meetings during 2025.
National Research Corp (NRC): Director stock option grant reported. A Form 4 shows Donald M. Berwick, a director, was granted 22,625 stock options on 10/17/2025 under the Issuer's 2025 Omnibus Incentive Plan for participating in two in-person meetings during 2025.
The options have an exercise price of $11.61 per share, became exercisable on 10/17/2025, and expire on 10/17/2035. The derivative acquisition price was listed as $0. Ownership is reported as Direct (D).