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 06, 2025 Filed Feb 10, 2025 19:39 UTC
Yoss JenniferVice President of Accounting
Exercise / conversionCommon Stock 723 $65.72 $47,515.56
Disclosure

SEC source: 0001754632-25-000004 · edgardoc.xml · nonDerivative · entry 3

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,787

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
February 06, 2025 Filed Feb 10, 2025 19:39 UTC
Yoss JenniferVice President of Accounting
SaleCommon Stock 1,272 $125.54 $159,683.70
Disclosure

SEC source: 0001754632-25-000004 · edgardoc.xml · nonDerivative · entry 2

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,064

Read SEC document
February 06, 2025 Filed Feb 10, 2025 19:39 UTC
Yoss JenniferVice President of Accounting
Exercise / conversionCommon Stock 1,272 $65.72 $83,595.84
Disclosure

SEC source: 0001754632-25-000004 · edgardoc.xml · nonDerivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,336

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 14, 2025 Filed Jan 16, 2025 19:35 UTC
O'Brien BrandonChief Financial Officer
GrantNon-Qualified Stock Option (right to buy) · Derivative 2,000 $0.00 Strike: $110.18 $0.00
Disclosure

SEC source: 0001754499-25-000002 · edgardoc.xml · derivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 2,000 shares

Expires 2030-01-14

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

Read SEC document
January 14, 2025 Filed Jan 16, 2025 20:10 UTC
Yoss JenniferVice President of Accounting
GrantNon-Qualified Stock Option (right to buy) · Derivative 1,500 $0.00 Strike: $110.18 $0.00
Disclosure

SEC source: 0001754632-25-000002 · 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 2030-01-14

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

Read SEC document
January 14, 2025 Filed Jan 16, 2025 19:55 UTC
Shishin MaximChief Information Officer
GrantNon-Qualified Stock Option (right to buy) · Derivative 2,500 $0.00 Strike: $110.18 $0.00
Disclosure

SEC source: 0001703039-25-000002 · edgardoc.xml · derivative · entry 1

Shishin Maxim · CIK 0001703039 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Common Stock · 2,500 shares

Expires 2030-01-14

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

Read SEC document
January 14, 2025 Filed Jan 16, 2025 19:03 UTC
Combs Michael GCEO & President
GrantNon-Qualified Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $110.18 $0.00
Disclosure

SEC source: 0001641248-25-000004 · edgardoc.xml · derivative · entry 1

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 3,000 shares

Expires 2030-01-14

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

Read SEC document
January 14, 2025 Filed Jan 16, 2025 18:49 UTC
Bertels Mark E.EVP - Risk Management Services
GrantNon-Qualified Stock Option (right to buy) · Derivative 2,500 $0.00 Strike: $110.18 $0.00
Disclosure

SEC source: 0001921051-25-000002 · 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: 2,500

Underlying: Common Stock · 2,500 shares

Expires 2030-01-14

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 5,499 $109.03 Strike: $39.83 $599,555.97
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · derivative · entry 12

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 501

Underlying: Common Stock · 5,499 shares

Expires 2026-05-06

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
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 7,344 $109.03 Strike: $34.44 $800,716.32
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · derivative · entry 11

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156

Underlying: Common Stock · 7,344 shares

Expires 2026-02-04

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
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,200 $109.03 Strike: $17.56 $130,836.00
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · derivative · entry 10

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,200 shares

Expires 2025-04-30

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
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Tax withholdingCommon Stock 396 $109.03 $43,175.88
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 9

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,037

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Tax withholdingCommon Stock 193 $109.03 $21,042.79
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 8

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,433

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Exercise / conversionCommon Stock 1,200 $17.56 $21,075.60
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 7

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,626

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 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Tax withholdingCommon Stock 1,745 $109.03 $190,257.35
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 6

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,426

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Tax withholdingCommon Stock 2,319 $109.03 $252,840.57
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 5

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,171

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Exercise / conversionCommon Stock 7,344 $34.44 $252,905.33
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 4

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,490

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 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Tax withholdingCommon Stock 1,286 $109.03 $140,212.58
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 3

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,146

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Tax withholdingCommon Stock 2,008 $109.03 $218,932.24
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 2

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,432

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

Read SEC document
January 06, 2025 Filed Jan 8, 2025 23:25 UTC
Combs Michael GCEO & President
Exercise / conversionCommon Stock 5,499 $39.83 $219,008.67
Disclosure

SEC source: 0001641248-25-000002 · edgardoc.xml · nonDerivative · entry 1

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,440

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 05, 2024 Filed Dec 9, 2024 18:41 UTC
Bertels Mark E.EVP - Risk Management Services
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 350 $0.00 Strike: $52.69 $0.00
Disclosure

SEC source: 0001921051-24-000012 · edgardoc.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 350 shares

Expires 2025-04-30

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: 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 05, 2024 Filed Dec 9, 2024 18:41 UTC
Bertels Mark E.EVP - Risk Management Services
SaleCommon Stock 350 $357.35 $125,071.38
Disclosure

SEC source: 0001921051-24-000012 · edgardoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 860

Read SEC document
December 05, 2024 Filed Dec 9, 2024 18:41 UTC
Bertels Mark E.EVP - Risk Management Services
Exercise / conversionCommon Stock 350 $52.69 $18,441.50
Disclosure

SEC source: 0001921051-24-000012 · 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: 1,210

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 02, 2024 Filed Dec 4, 2024 00:00 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 6,000 $365.05 $2,190,306.60
Disclosure

SEC source: 0000946724-24-000024 · 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: 241,584

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 29, 2024 Filed Dec 4, 2024 00:00 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 2,000 $367.50 $735,000.00
Disclosure

SEC source: 0000946724-24-000024 · 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: 247,584

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 26, 2024 Filed Nov 26, 2024 22:57 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 2,000 $368.00 $736,000.20
Disclosure

SEC source: 0000946724-24-000022 · 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: 249,584

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 25, 2024 Filed Nov 26, 2024 22:57 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 2,000 $375.00 $750,008.00
Disclosure

SEC source: 0000946724-24-000022 · 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: 251,584

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 22, 2024 Filed Nov 26, 2024 22:57 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 7,200 $367.31 $2,644,603.92
Disclosure

SEC source: 0000946724-24-000022 · 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: 253,584

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 19, 2024 Filed Nov 21, 2024 23:01 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 800 $362.00 $289,600.00
Disclosure

SEC source: 0000946724-24-000020 · 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: 260,784

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 12, 2024 Filed Nov 13, 2024 21:12 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 2,000 $363.08 $726,166.20
Disclosure

SEC source: 0000946724-24-000018 · 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: 261,584

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 11, 2024 Filed Nov 13, 2024 22:13 UTC
Combs Michael GCEO & President
GiftCommon Stock 194 $0.00 $0.00
Disclosure

SEC source: 0001641248-24-000014 · edgardoc.xml · nonDerivative · entry 3

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,647

Read SEC document
November 11, 2024 Filed Nov 13, 2024 22:13 UTC
Combs Michael GCEO & President
GiftCommon Stock 106 $0.00 $0.00
Disclosure

SEC source: 0001641248-24-000014 · edgardoc.xml · nonDerivative · entry 2

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,841

Read SEC document
November 11, 2024 Filed Nov 13, 2024 22:13 UTC
Combs Michael GCEO & President
SaleCommon Stock 2,886 $361.80 $1,044,142.39
Disclosure

SEC source: 0001641248-24-000014 · edgardoc.xml · nonDerivative · entry 1

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,947

Read SEC document
November 11, 2024 Filed Nov 13, 2024 21:12 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 2,000 $365.00 $730,000.00
Disclosure

SEC source: 0000946724-24-000018 · 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: 263,584

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 08, 2024 Filed Nov 13, 2024 21:12 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 1,000 $362.31 $362,310.10
Disclosure

SEC source: 0000946724-24-000018 · 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: 265,584

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 07, 2024 Filed Nov 12, 2024 18:37 UTC
HOOPS ALANDirector
SaleCommon Stock 4,100 $345.59 $1,416,907.52
Disclosure

SEC source: 0001230877-24-000006 · edgardoc.xml · nonDerivative · entry 2

HOOPS ALAN · CIK 0001230877 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Hoops Irrev. Trust

Disclosed balance after: 43,071

Read SEC document
November 07, 2024 Filed Nov 12, 2024 18:37 UTC
HOOPS ALANDirector
SaleCommon Stock 1,500 $345.53 $518,296.95
Disclosure

SEC source: 0001230877-24-000006 · edgardoc.xml · nonDerivative · entry 1

HOOPS ALAN · CIK 0001230877 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,896

Read SEC document
November 06, 2024 Filed Nov 8, 2024 21:53 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 250 $350.98 Strike: $87.69 $87,745.00
Disclosure

SEC source: 0001754499-24-000020 · edgardoc.xml · derivative · entry 4

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750

Underlying: Common Stock · 250 shares

Expires 2025-11-05

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
November 06, 2024 Filed Nov 8, 2024 21:53 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 173 $350.98 $60,719.54
Disclosure

SEC source: 0001754499-24-000020 · edgardoc.xml · nonDerivative · entry 3

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,548

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

Read SEC document
November 06, 2024 Filed Nov 8, 2024 21:53 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 62 $350.98 $21,760.76
Disclosure

SEC source: 0001754499-24-000020 · edgardoc.xml · nonDerivative · entry 2

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,721

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

Read SEC document
November 06, 2024 Filed Nov 8, 2024 21:53 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 250 $87.69 $21,922.50
Disclosure

SEC source: 0001754499-24-000020 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,783

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
September 30, 2024 Filed Oct 2, 2024 19:24 UTC
Yoss JenniferVice President of Accounting
GrantCommon Stock 8 $310.55 $2,484.36
Disclosure

SEC source: 0001703039-24-000010 · edgardoc.xml · nonDerivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 688

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 30, 2024 Filed Oct 2, 2024 18:54 UTC
O'Brien BrandonChief Financial Officer
GrantCommon Stock 8 $310.55 $2,484.36
Disclosure

SEC source: 0001754499-24-000018 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,533

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 30, 2024 Filed Oct 2, 2024 18:11 UTC
Combs Michael GCEO & President
GrantCommon Stock 10 $310.55 $3,105.46
Disclosure

SEC source: 0001641248-24-000012 · edgardoc.xml · nonDerivative · entry 1

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,833

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

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September 30, 2024 Filed Oct 2, 2024 17:43 UTC
Bertels Mark E.EVP - Risk Management Services
GrantCommon Stock 2 $310.55 $621.09
Disclosure

SEC source: 0001921051-24-000010 · 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: 860

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

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September 13, 2024 Filed Sep 17, 2024 20:03 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 33,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-107252 · ownership.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Gordon Clemons Revocable Declaration of Trust

Disclosed balance after: 834,492

F3 · shares: The reported gift was made by the Gordon Clemons Trust to the Victor Gordon Clemons, Sr. Charitable Remainder Unitrust FBO Anne Marie Thomas.

F2 · balance_after: The shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), previously reported as directly owned by the Reporting Person were reported as such due to an administrative error. Such shares of Common Stock have instead been held by the Gordon Clemons Trust, of which the Reporting Person is a trustee, since August 2, 2018.

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September 13, 2024 Filed Sep 17, 2024 20:03 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 33,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-107252 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Gordon Clemons Revocable Declaration of Trust

Disclosed balance after: 867,492

F1 · shares: The reported gift was made by the Gordon Clemons Revocable Declaration of Trust (the "Gordon Clemons Trust") to the Victor Gordon Clemons, Sr. Charitable Remainder Unitrust FBO Victor Gordon Clemons, Jr.

F2 · balance_after: The shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), previously reported as directly owned by the Reporting Person were reported as such due to an administrative error. Such shares of Common Stock have instead been held by the Gordon Clemons Trust, of which the Reporting Person is a trustee, since August 2, 2018.

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August 29, 2024 Filed Sep 3, 2024 19:52 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 400 $320.00 Strike: $87.69 $128,000.00
Disclosure

SEC source: 0001754499-24-000016 · edgardoc.xml · derivative · entry 4

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Stock · 400 shares

Expires 2025-11-05

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.

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August 29, 2024 Filed Sep 3, 2024 19:52 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 268 $320.00 $85,760.00
Disclosure

SEC source: 0001754499-24-000016 · edgardoc.xml · nonDerivative · entry 3

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,525

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

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August 29, 2024 Filed Sep 3, 2024 19:52 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 109 $320.00 $34,880.00
Disclosure

SEC source: 0001754499-24-000016 · edgardoc.xml · nonDerivative · entry 2

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,793

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

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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.