SEC ownership of NRC HEALTH

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000070487.

Comparable stake leader

Common Property Trust

Disclosed value leader

Common Property Trust

Comparable rows

50/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Common Property Trust
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000070487
Issuer location
Lincoln, NE

Ownership snapshot

Top shareholders of NRC HEALTH (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Common Property Trust
Disclosed value leader
Common Property Trust
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 46% 13D/G row: Common Property Trust Showing 1-8 of 50 holder rows.

Quick read

Common Property Trust leads the comparable SEC ownership view at 46%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Common Property Trust's linked filing trail.
Comparable ownership Top 5
Common Property Trust 46%
KAYNE ANDERSON RUDNICK INVESTMENT... 9%
BlackRock, Inc. 4.4%
Trent S. Green 2.2%
Shane R. Harrison 0.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Common Property Trust
13D/G 3/4/5
Beans Patrick E. · 10%+ Owner
46%
$173,546,877
10,305,634 shares
-$4,715,705 10 Jun 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13D/G 13F
Company
9%
$44,325,640
2,030,492 shares
-$13,694,832 30 Jun 2026
BlackRock, Inc.
13F 13D/G
Company
4.4%
from 13D/G
$22,893,428
1,061,355 shares
30 Jun 2026
Trent S. Green
3/4/5
Chief Executive Officer, Director
2.2%
$6,495,000
500,000 shares
01 Jun 2025
Shane R. Harrison
3/4/5
EVP & Chief Financial Officer
0.7%
$3,415,707
158,729 shares
+$98,162 17 Feb 2026
Helen Hrdy
3/4/5
EVP & Chief Operating Officer
0.62%
$2,478,737
140,518 shares
15 Dec 2025
David Burik
3/4/5
EVP, Strategic Insights
0.44%
$1,877,100
100,000 shares
05 Jan 2026
Michael D. Hays
3/4/5
Chairman, Director
0.43%
$1,735,263
96,249 shares
05 Jan 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$98,162.

Buys
$98,162
Insiders: 1
Sells
$0
Insiders: 0
Net
+$98,162
Shares: +8,000
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 8,000 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 8,000 0 $98,162 $0 +$98,162
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 22 reporting-owner rows connected to NRC HEALTH. Open a relationship link for the CIK-to-CIK filing trail.

Rows
22
Largest Forms 3/4/5 holder
Common Property Trust
Net 12M change
+$98,162
Latest report
23 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Common Property Trust 10%+ Owner $113,388,445 Mixed 31 Dec 2024
Trent S. Green Chief Executive Officer, Director $6,495,000 Mixed 01 Jun 2025
Shane R. Harrison EVP & Chief Financial Officer $3,415,707 +$98,162 +3% Mixed 17 Feb 2026
Helen Hrdy EVP & Chief Operating Officer $2,478,737 Mixed 15 Dec 2025
David Burik EVP, Strategic Insights $1,877,100 Mixed 05 Jan 2026
Michael D. Hays Chairman, Director $1,735,263 Mixed 05 Jan 2026
Andrew Monnich Chief Corp. Development Off. $1,317,000 Mixed 07 Apr 2025
Jason Russell Rau Executive Vice President $769,800 Mixed 12 Mar 2026
John N. Nunnelly Director $685,363 Mixed 23 Jun 2026
Jona S. Raasch COO, NRC Health $520,678 Mixed 31 Mar 2023
Patrick E. Beans 10%+ Owner $475,673 Filing P/S 12 May 2025
Kevin R. Karas SVP Finance, CFO, Treas & Secy $216,457 Mixed 24 Feb 2023
Stephen H. Lockhart. Director $130,695 Mixed 23 Jun 2026
Parul Bhandari Director $130,695 Mixed 23 Jun 2026
Penny Ann Wheeler Director $130,695 Mixed 23 Jun 2026
Donald M. Berwick Director $130,695 Mixed 23 Jun 2026
Jordan Nicole Freeman Chief Accounting Officer $9,999 Filing P/S 31 Jul 2025
Amandla MK Trust 10%+ Owner $0 Mixed 31 Dec 2024
Linda Stacy Interim Principal Fin. Off. Mixed 26 Feb 2025
Christophe Louvion Chief Product Technology Off. Mixed 16 Jan 2024

Recent insider transactions for NRC HEALTH

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Donald M. Berwick NRC Common Stock Award 7,697 7,697 23 Jun 2026 Direct
Parul Bhandari NRC Common Stock Award 7,697 7,697 23 Jun 2026 Direct
Stephen H. Lockhart NRC Common Stock Award 7,697 7,697 23 Jun 2026 Direct
John N. Nunnelly NRC Common Stock Award 23.6% 7,697 40,363 23 Jun 2026 Direct
Penny Ann Wheeler NRC Common Stock Award 7,697 7,697 23 Jun 2026 Direct
Jason Russell Rau NRC Common Stock Award 60,000 60,000 12 Mar 2026 Direct
Shane R. Harrison NRC Common Stock Purchase $98,162 $12.27 8,000 8,000 17 Feb 2026 IRA
Stephen H. Lockhart NRC Director Stock Option (Right to Buy) Award 8,819 8,819 22 Jan 2026 Direct
Parul Bhandari NRC Director Stock Option (Right to Buy) Award 8,819 8,819 22 Jan 2026 Direct
David Burik NRC Common Stock Award 100,000 100,000 05 Jan 2026 Direct
Michael D. Hays NRC Common Stock Options Exercise 83.1% 9,145 20,154 05 Jan 2026 Direct
Michael D. Hays NRC Employee Stock Option (right to buy) Options Exercise -100% -9,145 0 05 Jan 2026 Direct
Shane R. Harrison NRC Common Stock Tax liability -12.4% -21,271 150,729 29 Dec 2025 Direct
Helen Hrdy NRC Common Stock Tax liability -7.41% -11,244 140,518 15 Dec 2025 Direct
Helen Hrdy NRC Common Stock Options Exercise 8.86% 12,346 151,762 15 Dec 2025 Direct
Helen Hrdy NRC Employee Stock Option (right to buy) Options Exercise -100% -12,346 0 15 Dec 2025 Direct
John N. Nunnelly NRC Director Stock Option (Right to Buy) Award 22,625 22,625 17 Oct 2025 Direct
Penny Ann Wheeler NRC Director Stock Option (Right to Buy) Award 22,625 22,625 17 Oct 2025 Direct
Donald M. Berwick NRC Director Stock Option (Right to Buy) Award 22,625 22,625 17 Oct 2025 Direct
Shane R. Harrison NRC Common Stock Award 172,000 172,000 29 Sep 2025 Direct
* marks a reported price that did not pass the local price check.
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