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Compiled from SEC Form N-PX filings and NRC Health’s Form 8-K, filed 2026-06-29 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2025-2026
Explore NRC Health in the interactive database Compare manager voting policies
These tallies are NRC Health’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-29 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Paul Bhandari | 19,869,094 | 144,401 | 2,662 | -- | 1,420,425 | Majority: yes |
| Elect Director: Donald M. Berwick | 19,776,345 | 238,630 | 1,182 | -- | 1,420,425 | Majority: yes |
| Elect Director: Trent Green | 19,997,202 | 17,773 | 1,182 | -- | 1,420,425 | Majority: yes |
| Elect Director: Michael D. Hays | 19,819,694 | 195,285 | 1,178 | -- | 1,420,425 | Majority: yes |
| Elect Director: Stephen H. Lockhart | 19,825,289 | 187,850 | 3,018 | -- | 1,420,425 | Majority: yes |
| Elect Director: John N. Nunnelly | 19,218,370 | 796,250 | 1,537 | -- | 1,420,425 | Majority: yes |
| Elect Director: Penny A. Wheeler | 19,869,866 | 144,144 | 2,147 | -- | 1,420,425 | Majority: yes |
| Proposal 2: The appointment of KPMG LLP as the Company's independent registered public accounting firm for 2026 was ratified: | 21,295,108 | 141,122 | 352 | -- | -- | Majority: yes |
| Proposal 3: The compensation of the Company's named executive officers as described in the Proxy Statement was approved on an advisory and non-binding basis: | 17,065,968 | 2,894,973 | 55,216 | -- | 1,420,425 | Majority: yes |
| Proposal 4: The amendment to the Company's certificate of incorporation to remove certain supermajority voting requirements was approved: | 18,989,629 | 968,542 | 57,986 | -- | 1,420,425 | Majority: yes |
| Proposal 5: The amendment to the Company's certificate of incorporation to delete restrictions on the removal of Directors without cause was approved: | 19,944,408 | 16,623 | 55,126 | -- | 1,420,425 | Majority: yes |
| Proposal 6: The amendment to the Company's certificate of incorporation to change the voting requirement for stockholder action by written consent in lieu of a meeting was approved: | 18,924,433 | 1,038,961 | 52,763 | -- | 1,420,425 | Majority: yes |
Source: NRC Health, Form 8-K, filed with the SEC on 2026-06-29 — read the filing on EDGAR.
Each item below shows how the 179 asset managers that disclosed a NRC Health vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 4 wordings of this item as funds reported it.
85% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Proposal 3: The compensation of the Company's named executive officers as described in the Proxy Statement was approved on an advisory and non-binding basis:”): 17,065,968 for, 2,894,973 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 76% for, 13% against (89% of the company cast a for/against vote).
The 179 asset managers below cast 68% of the shares they voted on this item FOR (7,332,129 for, 3,442,789 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,368,589 | 2,930 | 0 | 0 | For |
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| BlackRock | 840,830 | 56,218 | 0 | 0 | For |
| Vanguard | 746,080 | 90,974 | 0 | 0 | For |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 714,730 | 3,910 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 387,912 | 0 | 0 | Against |
| Fidelity | 1,919 | 344,167 | 0 | 0 | Against |
| HEARTLAND ADVISORS INC | 0 | 250,000 | 0 | 0 | Against |
| HEARTLAND GROUP INC | 0 | 250,000 | 0 | 0 | Against |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0 | 243,580 | 0 | 0 | Against |
| Northern Trust | 0 | 228,401 | 0 | 0 | Against |
| Charles Schwab | 0 | 224,638 | 0 | 0 | Against |
| State Street | 217,672 | 2,148 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Northwest & Ethical Investments L.P. | 0 | 118,880 | 0 | 0 | Against |
| Dimensional | 0 | 118,130 | 0 | 0 | Against |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0 | 102,243 | 0 | 0 | Against |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 89,471 | 0 | 0 | 0 | For |
| WELLS FARGO CLEARING SERVICES, LLC | 86,273 | 0 | 0 | 0 | For |
| AQR | 0 | 79,656 | 0 | 0 | Against |
| American Century | 0 | 76,936 | 0 | 0 | Against |
| Jackson National | 52,149 | 5,774 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 55,800 | 0 | 0 | Against |
| Principal | 0 | 52,492 | 0 | 0 | Against |
| Renaissance | 0 | 48,139 | 0 | 0 | Against |
Showing the 25 largest of 179 asset managers. See all 179 in the interactive database.
Combines 2 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Proposal 6: The amendment to the Company's certificate of incorporation to change the voting requirement for stockholder action by written consent in lieu of a meeting was approved:”): 18,924,433 for, 1,038,961 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 84% for, 5% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 86% of the shares they voted on this item FOR (3,738,762 for, 632,348 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 658,579 | 71,861 | 0 | 0 | For |
| BlackRock | 0 | 499,800 | 0 | 0 | Against |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,300 | 0 | 0 | 0 | For |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 10,719 | 17,839 | 0 | 0 | Against |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 21,600 | 0 | 0 | Against |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 13,254 | 0 | 0 | Against |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Proposal 5: The amendment to the Company's certificate of incorporation to delete restrictions on the removal of Directors without cause was approved:”): 19,944,408 for, 16,623 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 88% for, 0.1% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 100% of the shares they voted on this item FOR (4,371,110 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 730,440 | 0 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,300 | 0 | 0 | 0 | For |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Elect Director: Donald M. Berwick”): 19,776,345 for, 238,630 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 88% for, 1% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 99.0% of the shares they voted on this item FOR (4,328,742 for, 42,368 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 730,440 | 0 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 41,300 | 0 | 0 | Against |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Elect Director: John N. Nunnelly”): 19,218,370 for, 796,250 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 85% for, 4% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 96% of the shares they voted on this item FOR (4,178,356 for, 192,754 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 728,825 | 1,615 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 112,272 | 0 | 0 | Against |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 41,300 | 0 | 0 | Against |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 2,070 | 8,737 | 0 | 0 | Against |
| Series Portfolios Trust | 0 | 10,705 | 0 | 0 | Against |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Elect Director: Michael D. Hays”): 19,819,694 for, 195,285 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 88% for, 0.9% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 99.9% of the shares they voted on this item FOR (4,368,409 for, 2,701 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 728,825 | 1,615 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,300 | 0 | 0 | 0 | For |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Elect Director: Paul Bhandari”): 19,869,094 for, 144,401 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 88% for, 0.7% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 99.9% of the shares they voted on this item FOR (4,367,958 for, 3,152 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 729,356 | 1,084 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,300 | 0 | 0 | 0 | For |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Elect Director: Penny A. Wheeler”): 19,869,866 for, 144,144 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 88% for, 0.7% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 99.9% of the shares they voted on this item FOR (4,367,958 for, 3,152 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 729,356 | 1,084 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,300 | 0 | 0 | 0 | For |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Elect Director: Stephen H. Lockhart”): 19,825,289 for, 187,850 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 88% for, 0.9% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 99% of the shares they voted on this item FOR (4,326,658 for, 44,452 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 729,356 | 1,084 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 41,300 | 0 | 0 | Against |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Elect Director: Trent Green”): 19,997,202 for, 17,773 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 89% for, 0.1% against (89% of the company cast a for/against vote).
The 59 asset managers below cast 99.9% of the shares they voted on this item FOR (4,371,110 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 730,440 | 0 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,300 | 0 | 0 | 0 | For |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Proposal 2: The appointment of KPMG LLP as the Company's independent registered public accounting firm for 2026 was ratified:”): 21,295,108 for, 141,122 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 94% for, 0.7% against (95% of the company cast a for/against vote).
The 59 asset managers below cast 99.9% of the shares they voted on this item FOR (4,370,493 for, 617 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 729,909 | 531 | 0 | 0 | For |
| BlackRock | 499,800 | 0 | 0 | 0 | For |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,300 | 0 | 0 | 0 | For |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 28,558 | 0 | 0 | 0 | For |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 21,600 | 0 | 0 | 0 | For |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Empower | 10,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 3 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
NRC Health’s own tally for this item (“Proposal 4: The amendment to the Company's certificate of incorporation to remove certain supermajority voting requirements was approved:”): 18,989,629 for, 968,542 against, per its Form 8-K filed 2026-06-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 22,536,696 outstanding shares: 84% for, 4% against (89% of the company cast a for/against vote).
The 58 asset managers below cast 86% of the shares they voted on this item FOR (3,741,416 for, 619,094 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Virtus | 1,592,564 | 0 | 0 | 0 | For |
| Vanguard | 658,579 | 71,861 | 0 | 0 | For |
| BlackRock | 0 | 499,800 | 0 | 0 | Against |
| Fidelity | 344,167 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 250,000 | 0 | 0 | 0 | For |
| WisdomTree | 208,407 | 0 | 0 | 0 | For |
| Charles Schwab | 112,272 | 0 | 0 | 0 | For |
| Dimensional | 90,325 | 0 | 0 | 0 | For |
| Jackson National | 57,923 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 55,800 | 0 | 0 | 0 | For |
| Principal | 52,492 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,300 | 0 | 0 | 0 | For |
| American Century | 38,468 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 38,422 | 0 | 0 | 0 | For |
| Equitable | 10,719 | 17,839 | 0 | 0 | Against |
| TIAA | 27,117 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,275 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 21,600 | 0 | 0 | Against |
| Prudential/PGIM | 21,260 | 0 | 0 | 0 | For |
| ETF Series Solutions | 13,384 | 0 | 0 | 0 | For |
| EA Series Trust | 13,254 | 0 | 0 | 0 | For |
| Lattice Strategies Trust | 11,133 | 0 | 0 | 0 | For |
| Lincoln Financial | 10,807 | 0 | 0 | 0 | For |
| Series Portfolios Trust | 10,705 | 0 | 0 | 0 | For |
| Northern Trust | 9,938 | 0 | 0 | 0 | For |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Ranked by the number of NRC Health shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 22,536,696 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.52% |
| 2 | Virtus | 7.07% |
| 3 | BlackRock | 3.98% |
| 4 | Vanguard | 3.71% |
| 5 | ATLANTA CAPITAL MANAGEMENT CO L L C | 3.19% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.72% |
| 7 | Fidelity | 1.54% |
| 8 | HEARTLAND ADVISORS INC | 1.11% |
| 9 | HEARTLAND GROUP INC | 1.11% |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.08% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Patrick E. Beans | 46.93% | DEF14A |
| Beans Patrick E. | 45.73% | 13D |
| Common Property Trust | 38.20% | DEF14A |
| Amandla LLC | 21.10% | DEF14A |
| Common Property Trust LLC | 17.10% | DEF14A |
| Kayne Anderson Rudnick Investment Management, LLC | 9.01% | 13G |
| Morgan Stanley | 4.45% | 13F |
| BlackRock | 4.33% | 13F |
| Michael D. Hays | 3.76% | DEF14A |
| Vanguard Group | 3.69% | 13F |
Percentages above are of 22,536,696 shares outstanding, as reported by NRC Health on its Form 10-Q dated 2026-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from NRC Health’s 10-Q dated 2026-04-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At NRC Health's shareholder meeting held 2026-06-23, in the 2025-2026 proxy season, 179 asset managers reported how they voted on 12 ballot items in their SEC Form N-PX filings, covering 1,913 separate fund positions. On the most widely held item on that ballot — NON-BINDING, ADVISORY VOTE ON THE APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS… — FOR was 85% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: NRC Health's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-06-29.
NRC Health proxy season coverage: 2025-2026 (this page).