secwatch / observer

NRC HEALTH — fact timeline

Source-grounded facts extracted from NRC HEALTH's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

NRC NRC HEALTH JSON
Earnings Releases

NRC HEALTH reported first quarter ended March 31, 2026 results: revenue $34.8 million, net income $3.2 million, EPS $0.14.

“outcomes driver, helping healthcare organizations turn Human Understanding into measurable, repeatable improvement." First Quarter 2026 Highlights ● Revenue: Total revenue was $34.8 million for the three months ended March 31, 2026, up 4% from the prior year ● Net Income : GAAP net income was $3.2 million, representing 9% of revenue, and Adjusted Net Income* was”
Governance Changes

NRC HEALTH: Adopted amended and restated Bylaws declassifying the Board of Directors and making other changes (effective 2026-04-15).

“Also on April 15, 2026, the Company’s Board of Directors (the “Board”) adopted and approved, effective April 15, 2026, amended and restated Bylaws of the Company (as amended and restated, the “A&R Bylaws”).”
Governance Changes

NRC HEALTH: Changed corporate name to NRC Health pursuant to amendment to certificate of incorporation (effective 2026-04-15).

“On April 15, 2026, National Research Corporation (the “Company”) changed its corporate name to NRC Health (the “Name Change”) pursuant to an amendment to the Company’s certificate of incorporation filed with the Delaware Secretary of State and effective on April 15, 2026 (the “Charter Amendment”).”

Jordan N. Freeman was appointed as Chief Accounting Officer at NRC HEALTH.

“appointed Jordan N. Freeman as the Company’s Chief Accounting Officer.”

Michael D. Hays changed role as principal financial officer at NRC HEALTH.

“designated Michael D. Hays, the Company’s Chief Executive Officer, to serve as the Company’s principal financial officer.”

Trent Green was appointed as Chief Executive Officer at NRC HEALTH.

“the board of directors of National Research Corporation, a Delaware corporation (the “Company”) appointed Trent Green as our Chief Executive Officer and to serve as a director, both effective June 1, 2025.”

Linda Stacy was appointed as Interim Principal Financial Officer at NRC HEALTH.

“the Board appointed Linda Stacy to serve as Interim Principal Financial Officer until March 31, 2025”

Micheal D. Hays changed role as Chairman at NRC HEALTH.

“Micheal D. Hays, the Company’s current Chief Executive Officer, will transition to the role of Chairman”

Trent Green was appointed as Chief Executive Officer at NRC HEALTH.

“the Board appointed Trent Green as the Company’s Chief Executive Officer and to serve as a director, both effective June 1, 2025”
Debt Financings

NRC HEALTH amended credit facility of $30,000,000 revolving credit facility and a $110,000,000 delayed draw-down term facility with First National Bank of Omaha as agent at Term SOFR plus a percentage per annum ranging from 2.25% to 2.75% maturing third anniversary of the Closing Date for Revolving Loan; fifth anniversary of the Closing Date for Delayed Draw Term Loan.

“association, as agent, that amends and restates the terms of the Company’s existing credit facility dated May 28, 2020, as amended. The Credit Agreement provides for (i) a $30,000,000 revolving credit facility (the “Revolving Loan”) and (ii) a $110,000,000 delayed draw-down term facility (“the “Delayed Draw Term Loan” and, together with the Revolving Loan, the”

Linda Stacy retired as Secretary, Principal Financial Officer, and Principal Accounting Officer at NRC HEALTH.

“On November 8, 2024, Linda Stacy, Secretary, Principal Financial Officer, and Principal Accounting Officer of National Research Corporation (the “Company”), notified the Company of her decision to retire effective December 31, 2024.”

Helen L. Hrdy was appointed as Chief Operating Officer at NRC HEALTH.

“On October 14, 2024, the Board of Directors of National Research Corporation, a Delaware corporation (the "Company"), appointed Helen L. Hrdy as the Company’s Chief Operating Officer.”
Shareholder Votes

NRC HEALTH shareholders approved An advisory vote to approve the compensation of the Company’s named executive officers as disclosed in the Company’s proxy statement relating to the Annual Meeting at the 2024-05-08 meeting.

“The shareholders approved on an advisory basis the compensation of the Company’s named executive officers as disclosed in the Company’s proxy statement relating to the Annual Meeting. The results of the non-binding, advisory vote were as follows: For Against Abstain Broker Non-Votes Votes Percentage (1) Votes Percentage (1) Votes Percentage (2) Votes Percentage (2) 21,971,558 98.88% 248,724 1.11% 64,095 N/A 582,200 N/A”
Shareholder Votes

NRC HEALTH shareholders approved Ratification of the appointment of KPMG LLP as the Company’s independent registered public accounting firm for 2024 at the 2024-05-08 meeting.

“The shareholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for 2024. The results of the vote were as follows: For Against Abstain Broker Non-Votes Votes Percentage (1) Votes Percentage (1) Votes Percentage (2) Votes Percentage (2) 22,668,033 99.18% 186,289 0.81% 12,255 N/A 0 N/A”
Shareholder Votes

NRC HEALTH shareholders approved Election of two directors, Michael D. Hays and John N. Nunnelly, to the Board for a three-year term to expire at the Company’s 2027 annual meeting of shareholders at the 2024-05-08 meeting.

“The shareholders elected Michael D. Hays and John N. Nunnelly as directors for three-year terms to expire at the Company’s 2027 annual meeting of shareholders. The results of the vote were as follows: For Against Abstain Broker Non-Votes Name Votes Percentage (1) Votes Percentage (1) Votes Percentage (2) Votes Percentage (2) Michael D. Hays 21,614,892 97.12% 640,441 2.87% 29,044 N/A 582,200 N/A John N. Nunnelly 20,297,568 91.20% 1,957,765 8.79% 29,044 N/A 582,200 N/A”

Linda Stacy was appointed as Principal Financial Officer at NRC HEALTH.

“On May 7, 2024, the Company’s Board of Directors appointed Linda Stacy as the Company’s Principal Financial Officer.”

Linda Stacy was appointed as Principal Accounting Officer at NRC HEALTH.

“Also, on February 8, 2024, the Company’s Board of Directors approved the promotion of Linda Stacy, Vice President of Finance, to the position of Principal Accounting Officer, effective on March 31, 2024.”

Kevin R. Karas departed as Chief Financial Officer at NRC HEALTH.

“On February 8, 2024, Kevin R. Karas, Senior Vice President, Chief Financial Officer, Treasurer and Secretary of the Company notified the Company of his decision to retire effective March 31, 2024.”

Helen L. Hrdy changed role as Chief Customer Officer at NRC HEALTH.

“On January 16, 2024, Helen L. Hrdy was promoted to the position of Chief Customer Officer of National Research Corporation, a Delaware corporation (the “Company”).”

Jona S. Raasch changed role as Chief Operating Officer at NRC HEALTH.

“On December 28, 2023, Jona S. Raasch gave notice that she would no longer serve in the role of Chief Operating Officer of National Research Corporation, a Delaware corporation (the "Company"), effective December 31, 2023.”
Earnings Releases

NRC HEALTH reported third quarter ended September 30, 2023 results: EPS $0.32.

“Diluted earnings per share decreased to $0.32 for the quarter ended September 30, 2023, from diluted earnings per share of $0.33 for the quarter ended September 30, 2022.”
Earnings Releases

NRC HEALTH reported second quarter ended June 30, 2023 results: EPS $0.29.

“Diluted earnings per share decreased to $0.29 for the quarter ended June 30, 2023, from diluted earnings per share of $0.33 for the quarter ended June 30, 2022.”
Material Agreements

NRC HEALTH amended Second Amendment to Amended and Restated Credit Agreement with First National Bank of Omaha valued at not to exceed $25,000,000 (effective 2023-06-16).

“On June 16, 2023, National Research Corporation, a Delaware corporation (the “Company”), entered into a Second Amendment to Amended and Restated Credit Agreement (the “Second Amendment”) with First National Bank of Omaha, a national banking association (“FNB”), that amends the terms of that certain Amended and Restated Credit Agreement, dated May 28, 2020, by and among the Company and FNB, as amended (the “Credit Agreement”).”
Shareholder Votes

NRC HEALTH shareholders approved Non-binding advisory vote on the frequency of future non-binding, advisory votes to approve the compensation of our named executive officers at the 2023-05-11 meeting.

“The shareholders approved on an non-binding, advisory basis the frequency of future non-binding, advisory votes to approve the compensation of the Company's named executive officers.”
Shareholder Votes

NRC HEALTH shareholders approved Non-binding, advisory vote to approve the compensation of the Company's named executive officers as disclosed in the proxy statement at the 2023-05-11 meeting.

“The shareholders approved on an advisory basis the compensation of the Company's named executive officers as disclosed in the Company's proxy statement relating to the Annual Meeting.”
Shareholder Votes

NRC HEALTH shareholders approved Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2023 at the 2023-05-11 meeting.

“The shareholders ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for 2023.”
Shareholder Votes

NRC HEALTH shareholders approved Election of two directors, Parul Bhandari and Penny A. Wheeler, for a three-year term to expire at the Company's 2026 annual meeting of shareholders at the 2023-05-11 meeting.

“The shareholders elected Parul Bhandari and Penny A. Wheeler as directors for three-year terms to expire at the Company's 2026 annual meeting of shareholders.”
Earnings Releases

NRC HEALTH reported the first quarter ended March 31, 2023 results: EPS Diluted earnings per share decreased to $0.28 for the quarter ended March 31, 2023.

“On May 2, 2023, National Research Corporation, a Delaware corporation (the "Company"), issued a press release announcing its financial and operating results for the first quarter ended March 31, 2023.”
Earnings Releases

NRC HEALTH reported financial results for fourth quarter and year ended December 31, 2022.

“On February 14, 2023, National Research Corporation, a Delaware corporation (the "Company"), issued a press release announcing its financial and operating results for the fourth quarter and year ended December 31, 2022.”
Earnings Releases

NRC HEALTH reported third quarter ended September 30, 2022 results: revenue $37.7 million, net income $8.3 million, EPS $0.33.

“Revenue for the third quarter ended September 30, 2022, was $37.7 million, compared to $37.8 million for the same quarter in 2021. Net income for the quarter ended September 30, 2022, was $8.3 million, compared to $9.7 million for the quarter ended September 30, 2021. Diluted earnings per share decreased to $0.33 for the quarter ended September 30, 2022, from diluted earnings per share of $0.38 for the quarter ended September 30, 2021.”

Parul Bhandari was appointed as Director at NRC HEALTH.

“On May 18, 2022, the Board of Directors (the “Board”) of National Research Corporation (the “Company”), upon the recommendation of the Board’s Nominating Committee, appointed Parul Bhandari to serve as a director and fill a vacancy on the Board, effective immediately.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.