Tapewire

Nasdaq · USD

CRVL

CORVEL CORP

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Tapewire entity
1444
SEC CIK
0000874866
Parsed reports
847

Last 12 months

Inside the activity.

0 purchase rows · 26 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202504
Dec 202500
Jan 202600
Feb 202602
Mar 202602
Apr 202600
May 202603
Jun 202607
Jul 202600
Aug 202603
Sep 202605
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 01, 2024 Filed Feb 5, 2024 17:58 UTC
Yoss JenniferVice President of Accounting
SaleCommon Stock 1,500 $239.41 $359,111.85
Disclosure

SEC source: 0001754632-24-000002 · edgardoc.xml · nonDerivative · entry 2

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 512

Read SEC document
February 01, 2024 Filed Feb 5, 2024 17:58 UTC
Yoss JenniferVice President of Accounting
Exercise / conversionCommon Stock 1,500 $87.69 $131,535.00
Disclosure

SEC source: 0001754632-24-000002 · edgardoc.xml · nonDerivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,012

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 22:52 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 750 $246.07 Strike: $77.93 $184,552.50
Disclosure

SEC source: 0001754499-24-000002 · edgardoc.xml · derivative · entry 8

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75

Underlying: Common Stock · 750 shares

Expires 2024-11-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 22:52 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 207 $246.07 Strike: $77.93 $50,936.49
Disclosure

SEC source: 0001754499-24-000002 · edgardoc.xml · derivative · entry 7

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 825

Underlying: Common Stock · 207 shares

Expires 2024-11-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 22:52 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 207 $246.07 $50,936.49
Disclosure

SEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 6

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,980

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 22:52 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 237 $246.07 $58,318.59
Disclosure

SEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 5

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,187

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 22:52 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 750 $77.93 $58,447.50
Disclosure

SEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 4

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,424

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 22:52 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 57 $246.07 $14,025.99
Disclosure

SEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 3

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,674

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 22:52 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 65 $246.07 $15,994.55
Disclosure

SEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 2

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,731

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
January 02, 2024 Filed Jan 4, 2024 22:52 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 207 $77.93 $16,131.51
Disclosure

SEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,796

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 11, 2023 Filed Dec 13, 2023 21:12 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 300 $0.00 Strike: $77.93 $0.00
Disclosure

SEC source: 0001754499-23-000026 · edgardoc.xml · derivative · entry 3

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,032

Underlying: Common Stock · 300 shares

Expires 2024-11-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth.

Read SEC document
December 11, 2023 Filed Dec 13, 2023 21:12 UTC
O'Brien BrandonChief Financial Officer
SaleCommon Stock 300 $224.89 $67,467.00
Disclosure

SEC source: 0001754499-23-000026 · edgardoc.xml · nonDerivative · entry 2

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,589

Read SEC document
December 11, 2023 Filed Dec 13, 2023 21:12 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 300 $77.93 $23,379.00
Disclosure

SEC source: 0001754499-23-000026 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,889

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 42 $221.10 Strike: $87.49 $9,286.20
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · derivative · entry 12

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 42 shares

Expires 2024-08-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Exercisable as to 25% of shares one year following grant date with the remaining shares exercisable in 36 equal monthly installments thereafter.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,000 $221.10 Strike: $77.93 $221,100.00
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · derivative · entry 11

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,332

Underlying: Common Stock · 1,000 shares

Expires 2024-11-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 42 $221.10 Strike: $70.24 $9,286.20
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · derivative · entry 10

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 42 shares

Expires 2024-04-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Exercisable as to 25% of shares one year following grant date with the remaining shares exercisable in 36 equal monthly installments thereafter.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 321 $221.10 $70,973.10
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 9

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,589

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 352 $221.10 $77,827.20
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 8

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,910

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 1,000 $77.93 $77,930.00
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 7

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,262

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 12 $221.10 $2,653.20
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 6

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,262

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 16 $221.10 $3,537.60
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 5

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,274

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 42 $87.49 $3,674.58
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 4

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,290

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 14 $221.10 $3,095.40
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 3

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,248

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 13 $221.10 $2,874.30
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 2

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,262

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 20:14 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 42 $70.24 $2,950.08
Disclosure

SEC source: 0001754499-23-000023 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,275

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:00 UTC
Yoss JenniferVice President of Accounting
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 200 $212.76 Strike: $70.24 $42,552.00
Disclosure

SEC source: 0001754632-23-000016 · edgardoc.xml · derivative · entry 4

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 200 shares

Expires 2024-04-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Exercisable as to 25% of shares one year following grant date with the remaining shares exercisable in 36 equal monthly installments thereafter.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:00 UTC
Yoss JenniferVice President of Accounting
Tax withholdingCommon Stock 46 $212.76 $9,786.96
Disclosure

SEC source: 0001754632-23-000016 · edgardoc.xml · nonDerivative · entry 3

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 512

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:00 UTC
Yoss JenniferVice President of Accounting
Tax withholdingCommon Stock 66 $212.76 $14,042.16
Disclosure

SEC source: 0001754632-23-000016 · edgardoc.xml · nonDerivative · entry 2

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 558

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:00 UTC
Yoss JenniferVice President of Accounting
Exercise / conversionCommon Stock 200 $70.24 $14,048.00
Disclosure

SEC source: 0001754632-23-000016 · edgardoc.xml · nonDerivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 624

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 14, 2023 Filed Nov 16, 2023 21:54 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 8,000 $210.44 $1,683,524.80
Disclosure

SEC source: 0000946724-23-000030 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 323,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 03, 2023 Filed Nov 6, 2023 15:21 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 1,000 $206.00 $206,000.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 5

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 331,534

F4 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 02, 2023 Filed Nov 6, 2023 15:21 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 1,000 $200.00 $200,000.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 4

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 332,534

F4 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 02, 2023 Filed Nov 6, 2023 15:21 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 333,534

F3 · balance_after: The reported gift was made by the Marie Eve Clemons Living Trust to MC Exempt V Gordon Clemons 2020 Gift TR Victor Gordon Clemons TTEE.

Read SEC document
November 02, 2023 Filed Nov 6, 2023 15:21 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 336,034

F2 · balance_after: The reported gift was made by the Marie Eve Clemons Living Trust to The Anne Marie Clemons 2012 IR TR Anne Marie Thomas TTEE.

Read SEC document
November 02, 2023 Filed Nov 6, 2023 15:21 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 338,534

F1 · balance_after: The reported gift was made by the Marie Eve Clemons Living Trust to the Clemons Family Foundation.

Read SEC document
November 02, 2023 Filed Nov 6, 2023 14:06 UTC
Shishin MaximChief Information Officer
GrantNon-Qualified Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $200.55 $0.00
Disclosure

SEC source: 0001703039-23-000013 · edgardoc.xml · derivative · entry 1

Shishin Maxim · CIK 0001703039 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 3,000 shares

Expires 2028-11-02

F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth.

Read SEC document
November 02, 2023 Filed Nov 6, 2023 14:21 UTC
Yoss JenniferVice President of Accounting
GrantNon-Qualified Stock Option (right to buy) · Derivative 1,500 $0.00 Strike: $200.55 $0.00
Disclosure

SEC source: 0001754632-23-000014 · edgardoc.xml · derivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Common Stock · 1,500 shares

Expires 2028-11-02

F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth.

Read SEC document
November 02, 2023 Filed Nov 6, 2023 13:52 UTC
O'Brien BrandonChief Financial Officer
GrantNon-Qualified Stock Option (right to buy) · Derivative 1,750 $0.00 Strike: $200.55 $0.00
Disclosure

SEC source: 0001754499-23-000021 · edgardoc.xml · derivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,750

Underlying: Common Stock · 1,750 shares

Expires 2028-11-02

F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth.

Read SEC document
November 02, 2023 Filed Nov 6, 2023 13:37 UTC
Bertels Mark E.EVP - Risk Management Services
GrantNon-Qualified Stock Option (right to buy) · Derivative 3,500 $0.00 Strike: $200.55 $0.00
Disclosure

SEC source: 0001921051-23-000014 · edgardoc.xml · derivative · entry 1

Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,500

Underlying: Common Stock · 3,500 shares

Expires 2028-11-02

F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth.

Read SEC document
September 29, 2023 Filed Oct 3, 2023 19:37 UTC
Yoss JenniferVice President of Accounting
GrantCommon Stock 13 $186.82 $2,428.63
Disclosure

SEC source: 0001754632-23-000012 · edgardoc.xml · nonDerivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 424

F1 · balance_after: Shares acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under SEC Rule 16b-3 (c)

Read SEC document
September 29, 2023 Filed Oct 3, 2023 19:17 UTC
O'Brien BrandonChief Financial Officer
GrantCommon Stock 6 $186.82 $1,120.91
Disclosure

SEC source: 0001754499-23-000019 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,233

F1 · balance_after: Shares acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under SEC Rule 16b-3 (c)

Read SEC document
September 29, 2023 Filed Oct 3, 2023 18:48 UTC
Bertels Mark E.EVP - Risk Management Services
GrantCommon Stock 3 $186.82 $560.45
Disclosure

SEC source: 0001921051-23-000012 · edgardoc.xml · nonDerivative · entry 1

Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 856

F1 · balance_after: Shares acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under SEC Rule 16b-3 (c)

Read SEC document
September 29, 2023 Filed Oct 3, 2023 18:30 UTC
Combs Michael GCEO & President
GrantCommon Stock 17 $186.82 $3,175.90
Disclosure

SEC source: 0001641248-23-000014 · edgardoc.xml · nonDerivative · entry 1

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,846

F1 · balance_after: Shares acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under SEC Rule 16b-3 (c)

Read SEC document
September 15, 2023 Filed Sep 19, 2023 17:26 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 5,000 $200.02 $1,000,079.50
Disclosure

SEC source: 0000946724-23-000026 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 343,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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August 31, 2023 Filed Aug 31, 2023 22:26 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 1,021 $220.00 $224,620.00
Disclosure

SEC source: 0000946724-23-000024 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 348,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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August 30, 2023 Filed Aug 31, 2023 22:26 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 979 $220.00 $215,380.00
Disclosure

SEC source: 0000946724-23-000024 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 349,555

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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August 29, 2023 Filed Aug 31, 2023 22:26 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 1,000 $216.00 $216,000.00
Disclosure

SEC source: 0000946724-23-000024 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 350,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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August 24, 2023 Filed Aug 28, 2023 21:09 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 1,000 $220.00 $220,000.00
Disclosure

SEC source: 0000946724-23-000022 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 351,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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August 15, 2023 Filed Aug 18, 2023 01:15 UTC Amendment SaleCommon Stock 75 $221.82 $16,636.50
Disclosure

SEC source: 0000899243-23-018227 · doc4a.xml · nonDerivative · entry 7

HAMERSLAG STEVEN J · CIK 0001056168 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 111,468

F4 · ownership.nature: Shares held indirectly by the Reporting Person as trustee of the Hamerslag Trust.

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August 15, 2023 Filed Aug 18, 2023 01:15 UTC Amendment SaleCommon Stock 6,723 $222.76 $1,497,615.48
Disclosure

SEC source: 0000899243-23-018227 · doc4a.xml · nonDerivative · entry 6

HAMERSLAG STEVEN J · CIK 0001056168 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 111,543

F6 · price: Reflects the weighted average sale price per share. The highest price at which shares of Common Stock were sold was $222.00, and the lowest price at which shares were sold was $222.98. The Reporting Person hereby undertakes to provide, upon request by the Staff, the Issuer, or the Issuer's security holders, full information regarding the number of shares sold at each separate price.

F4 · ownership.nature: Shares held indirectly by the Reporting Person as trustee of the Hamerslag Trust.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.