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John Nunnelly

Lead Independent Director at NATIONAL RESEARCH
Board

About John N. Nunnelly

John N. Nunnelly, 72, is an independent director of National Research Corporation (NRC Health) who has served on the Board since December 1997 and as Lead Director since May 2012. He is a retired Group President of McKesson Corporation with prior roles in strategy, business development, general management and sales leadership; he has also served as an adjunct professor at the University of Massachusetts School of Nursing focused on healthcare IT. The Board has designated him an “audit committee financial expert.”

Past Roles

OrganizationRoleTenureCommittees/Impact
McKesson CorporationGroup President; previously VP Strategic Planning & Business Development; VP & GM Amherst Product Group; VP Sales-Decision Support28-year career (dates not specified)Led multiple business units (one >$360mm revenue); M&A execution
University of Massachusetts School of NursingAdjunct ProfessorNot disclosedAdvised students/faculty on healthcare IT

External Roles

OrganizationRoleTenureNotes
No other public company directorships disclosed in the proxy

Board Governance

  • Independence and leadership: Nunnelly is independent and has served as Lead Director since 2012, with responsibilities including presiding over sessions without the CEO, setting agendas for independent director executive sessions, advising on board information flow, and calling meetings of independent directors. The Board plans to separate the Chair and CEO roles when the new CEO begins (CEO effective June 1, 2025; Hays to become Chairman).
  • Committees (2024 composition and activity):
    • Audit Committee: Chair (Nunnelly); 6 meetings; Board determined he is an “audit committee financial expert.”
    • Compensation & Talent Committee: Member; 2 meetings.
    • Nominating Committee: Member; 1 meeting.
    • Strategic Planning Committee: Chair; 0 meetings.
  • Attendance: Board held 6 meetings plus 1 independent directors meeting in 2024; all directors attended at least 75% of aggregate Board/committee meetings for their service periods; each director attended the 2024 annual meeting.
  • Majority voting & proxy access: Majority vote policy for uncontested elections; proxy access at 3% ownership for 3 years, up to 20% of Board nominees.

Fixed Compensation (Director)

Component (2024)AmountDetails
Lead Director annual cash retainer$75,000Fixed fee for Lead Director role
Director Cash Payment (in-person meeting contingent)$25,000 (earned portion)Up to $50,000 total ($25k per in‑person meeting); table notes show $25k earned in 2024
Total “Fees Earned or Paid in Cash” (2024)$100,000Nunnelly line item in 2024 Director Compensation table

Performance Compensation (Director)

Equity ElementGrant/ValueTermsVesting
Annual Director Option (2004 Director Stock Plan)$100,008 grant date fair valueExercise price at FMV on grant date (Annual Meeting); typical annual grant to non‑employee directorsVests the day immediately preceding the next Annual Meeting
Director Equity Award (meeting-contingent)Target $50,000Additional option contingent on two in‑person meetingsNo shares earned for 2024 (not met)
  • 2024 director compensation total for Nunnelly: $200,008 (cash $100,000; option award $100,008).

Other Directorships & Interlocks

  • Compensation Committee interlocks: None; no related “insider participation” disclosures for committee members.
  • Current other public boards for Nunnelly: None disclosed.

Expertise & Qualifications

  • Financial expertise: Recognized by the Board as an “audit committee financial expert,” meeting SEC/NASDAQ independence and sophistication criteria.
  • Healthcare IT and operations: Deep domain and leadership experience from McKesson and academic advisory role in healthcare IT.

Equity Ownership

MetricValue
Beneficial ownership (as of record date Mar 20, 2025)87,904 shares; includes 55,238 shares underlying options exercisable within 60 days
Ownership as % of shares outstanding<1% (star denoted in proxy)
Outstanding director options (as of 12/31/2024)55,238 options

Insider Trading Activity (Form 4)

Filing DateTransaction DateTypeSecurityQtyPricePost-Transaction Securities OwnedSource
2025-10-212025-10-17Award (Option)Director Stock Option (Right to Buy)22,625$11.6122,625https://www.sec.gov/Archives/edgar/data/70487/000100888625000279/0001008886-25-000279-index.htm
2025-05-092025-05-07Award (Option)Director Stock Option (Right to Buy)34,917$13.0934,917https://www.sec.gov/Archives/edgar/data/70487/000100888625000114/0001008886-25-000114-index.htm
2024-05-102024-05-08Award (Option)Director Stock Option (Right to Buy)10,906$29.7610,906https://www.sec.gov/Archives/edgar/data/70487/000100888624000146/0001008886-24-000146-index.htm
2024-03-292024-03-27Exercise (M-Exempt)Common Stock9,259$14.9536,153https://www.sec.gov/Archives/edgar/data/70487/000100888624000100/0001008886-24-000100-index.htm
2024-03-292024-03-27Tax Withholding (F)Common Stock3,487$39.7032,666https://www.sec.gov/Archives/edgar/data/70487/000100888624000100/0001008886-24-000100-index.htm
2020-07-272020-07-23Sale (S)Common Stock5,926$60.101926,894https://www.sec.gov/Archives/edgar/data/70487/000156761920013765/0001567619-20-013765-index.htm

Note: “securitiesOwned” reflects post-transaction holdings reported in each Form 4 entry. See linked filings for full details.

Governance Assessment

  • Strengths

    • Long-tenured independent Lead Director with deep healthcare IT and multi-unit P&L experience, and designated audit committee financial expert (supports audit oversight).
    • Broad committee engagement: Audit (Chair), Strategic Planning (Chair), Compensation (member), Nominating (member); strong attendance culture (≥75% for all directors) and participation in annual meeting.
    • No related-person transactions in 2024; no comp committee interlocks; majority vote and proxy access provisions in bylaws.
  • Potential Risks / Watch Items

    • Hedging policy: Company states it does not have practices or policies regarding hedging by employees or directors; while it notes no historical hedging by officers/NEOs, absence of a formal prohibition can be viewed as a governance gap at many issuers.
    • Strategic Planning Committee did not meet in 2024 (while chaired by Nunnelly); ensure strategic oversight is occurring at full Board level (Board retains full risk oversight).
  • Alignment & Incentives

    • Director pay mix is balanced between cash and at-risk equity; 2024 contingent meeting-based equity (Director Equity Award) was not earned, suggesting adherence to participation conditions; annual option vests prior to next annual meeting.
    • Beneficial ownership <1% but includes a meaningful number of exercisable options; no pledging disclosed in proxy.

Director Compensation (Detail)

Item2024
Fees earned or paid in cash$100,000 (includes $25,000 earned from meeting-contingent cash)
Option awards (grant date fair value)$100,008 (annual director option)
Total$200,008
Structure (policy)Lead Director cash retainer $75,000; up to $50,000 Director Cash Payment (two in-person meetings); meeting‑contingent Director Equity Award target $50,000 (not earned in 2024); annual director option grant target ~$100,000; exercise price at FMV; vests day before next annual meeting.

Equity Ownership & Options

MetricValueAs-Of
Beneficial ownership (shares)87,904Record date Mar 20, 2025
Ownership %<1%Record date Mar 20, 2025
Options exercisable within 60 days (included above)55,238Record date Mar 20, 2025
Outstanding director options (count)55,23812/31/2024

Say‑on‑Pay & Shareholder Feedback (Context)

  • Say‑on‑Pay approval in May 2024: >98% of votes cast in favor; committee subsequently redesigned 2025 executive packages with heavy equity alignment due to CEO transition.

Related‑Party Transactions and Conflicts

  • Company reported no related person transactions in 2024; Board has written policy with Audit Committee oversight for any such transactions.

Executive Sessions and Risk Oversight

  • One independent directors meeting held in 2024; Audit Committee oversees financial, legal compliance, ethics, and cyber risks; Compensation Committee reviews comp risk; full Board oversees operational/strategic risks.

Compensation Committee Analysis (Composition)

MemberRole
Stephen H. LockhartChair
Donald M. BerwickMember
Parul BhandariMember
John N. NunnellyMember
Penny A. WheelerMember
All meet SEC/NASDAQ independence standards; no outside interlocks.

Summary Implications for Investors

  • Nunnelly’s long tenure, audit expertise, and lead director role bolster board effectiveness, particularly in audit and strategic oversight; committee leadership breadth is a positive signal.
  • Governance frameworks (majority voting, proxy access, absence of related-party transactions) are supportive; however, lack of a formal hedging prohibition for directors is a watch item for alignment best practices.