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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
July 08, 2024 Filed Jul 10, 2024 18:20 UTC SaleCommon Stock 649 $262.77 $170,537.73
Disclosure

SEC source: 0001256520-24-000002 · edgardoc.xml · nonDerivative · entry 3

CORSTAR HOLDINGS INC · CIK 0001256520 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,333,387

F1 · kind: Sales reported above were made pursuant to a Rule 10b5-1 trading plan adopted on February 6, 2024.

Read SEC document
July 08, 2024 Filed Jul 10, 2024 18:20 UTC SaleCommon Stock 5,000 $261.77 $1,308,850.00
Disclosure

SEC source: 0001256520-24-000002 · edgardoc.xml · nonDerivative · entry 2

CORSTAR HOLDINGS INC · CIK 0001256520 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,334,036

F1 · kind: Sales reported above were made pursuant to a Rule 10b5-1 trading plan adopted on February 6, 2024.

Read SEC document
July 08, 2024 Filed Jul 10, 2024 18:20 UTC SaleCommon Stock 5,000 $260.77 $1,303,850.00
Disclosure

SEC source: 0001256520-24-000002 · edgardoc.xml · nonDerivative · entry 1

CORSTAR HOLDINGS INC · CIK 0001256520 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,339,036

F1 · kind: Sales reported above were made pursuant to a Rule 10b5-1 trading plan adopted on February 6, 2024.

Read SEC document
June 11, 2024 Filed Jun 13, 2024 21:21 UTC
MICHAEL JEFFREY JDirector · 10% owner
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $40.57 $0.00
Disclosure

SEC source: 0001031318-24-000002 · edgardoc.xml · derivative · entry 3

MICHAEL JEFFREY J · CIK 0001031318 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,000 shares

Expires 2024-08-04

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.

F1 · derivative.exercise_date: Exercisable in a series of 4 equal and successive annual installments commencing 12 months following the date of grant.

Read SEC document
June 11, 2024 Filed Jun 13, 2024 21:21 UTC
MICHAEL JEFFREY JDirector · 10% owner
SaleCommon Stock 3,000 $232.45 $697,338.00
Disclosure

SEC source: 0001031318-24-000002 · edgardoc.xml · nonDerivative · entry 2

MICHAEL JEFFREY J · CIK 0001031318 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,929

Read SEC document
June 11, 2024 Filed Jun 13, 2024 21:21 UTC
MICHAEL JEFFREY JDirector · 10% owner
Exercise / conversionCommon Stock 3,000 $40.57 $121,710.00
Disclosure

SEC source: 0001031318-24-000002 · edgardoc.xml · nonDerivative · entry 1

MICHAEL JEFFREY J · CIK 0001031318 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,929

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
June 10, 2024 Filed Jun 12, 2024 20:24 UTC
Shishin MaximChief Information Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $87.49 $0.00
Disclosure

SEC source: 0001703039-24-000006 · edgardoc.xml · derivative · entry 2

Shishin Maxim · CIK 0001703039 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,000 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.

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
June 10, 2024 Filed Jun 12, 2024 20:24 UTC
Shishin MaximChief Information Officer
Exercise / conversionCommon Stock 1,000 $87.49 $87,490.00
Disclosure

SEC source: 0001703039-24-000006 · edgardoc.xml · nonDerivative · entry 1

Shishin Maxim · CIK 0001703039 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,600

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
June 10, 2024 Filed Jun 12, 2024 19:54 UTC
Bertels Mark E.EVP - Risk Management Services
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 200 $0.00 Strike: $87.49 $0.00
Disclosure

SEC source: 0001921051-24-000006 · 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 · 200 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.

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
June 10, 2024 Filed Jun 12, 2024 19:54 UTC
Bertels Mark E.EVP - Risk Management Services
SaleCommon Stock 200 $231.14 $46,228.08
Disclosure

SEC source: 0001921051-24-000006 · 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: 858

Read SEC document
June 10, 2024 Filed Jun 12, 2024 19:54 UTC
Bertels Mark E.EVP - Risk Management Services
Exercise / conversionCommon Stock 200 $87.49 $17,498.00
Disclosure

SEC source: 0001921051-24-000006 · 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: 1,058

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
June 06, 2024 Filed Jun 11, 2024 00:36 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-071557 · 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: 888,030

F3 · shares: The reported gift was made by the Gordon Clemons Trust to MC Exempt V Gordon Clemons 2020 Gift TR Victor Gordon Clemons TTEE (the "Victor Gordon Clemons TTEE"). The Reporting Person disclaims beneficial ownership of the shares held by the Victor Gordon Clemons TTEE, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares held by the Victor Gordon Clemons TTEE for purposes of Section 16 or for any other purpose.

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.

Read SEC document
June 06, 2024 Filed Jun 11, 2024 00:36 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-071557 · 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: 894,030

F1 · shares: The reported gift was made by the Gordon Clemons Revocable Declaration of Trust (the "Gordon Clemons Trust") to The Anne Marie Clemons 2012 IR TR Anne Marie Thomas TTEE (the "Anne Marie Thomas TTEE"). The Reporting Person disclaims beneficial ownership of the shares held by the Anne Marie Thomas TTEE, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares held by the Anne Marie Thomas TTEE for purposes of Section 16 or for any other purpose.

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.

Read SEC document
May 24, 2024 Filed May 29, 2024 21:00 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 2,000 $277.00 $554,000.00
Disclosure

SEC source: 0000946724-24-000012 · 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: 266,584

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
May 24, 2024 Filed May 29, 2024 18:29 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $87.69 $0.00
Disclosure

SEC source: 0001754499-24-000010 · edgardoc.xml · derivative · entry 3

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,300

Underlying: Common Stock · 1,000 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.

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

Read SEC document
May 24, 2024 Filed May 29, 2024 18:29 UTC
O'Brien BrandonChief Financial Officer
SaleCommon Stock 1,000 $276.95 $276,946.10
Disclosure

SEC source: 0001754499-24-000010 · edgardoc.xml · nonDerivative · entry 2

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,305

Read SEC document
May 24, 2024 Filed May 29, 2024 18:29 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 1,000 $87.69 $87,690.00
Disclosure

SEC source: 0001754499-24-000010 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,305

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
May 16, 2024 Filed May 21, 2024 22:42 UTC
Bertels Mark E.EVP - Risk Management Services
GrantNon-Qualified Stock Option (right to buy) · Derivative 400 $0.00 Strike: $270.25 $0.00
Disclosure

SEC source: 0001921051-24-000004 · 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: 400

Underlying: Common Stock · 400 shares

Expires 2029-05-16

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
May 16, 2024 Filed May 21, 2024 22:32 UTC
Shishin MaximChief Information Officer
GrantNon-Qualified Stock Option (right to buy) · Derivative 500 $0.00 Strike: $270.25 $0.00
Disclosure

SEC source: 0001703039-24-000004 · edgardoc.xml · derivative · entry 1

Shishin Maxim · CIK 0001703039 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

Underlying: Common Stock · 500 shares

Expires 2029-05-16

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
May 16, 2024 Filed May 21, 2024 22:26 UTC
Yoss JenniferVice President of Accounting
GrantNon-Qualified Stock Option (right to buy) · Derivative 200 $0.00 Strike: $270.25 $0.00
Disclosure

SEC source: 0001754632-24-000008 · edgardoc.xml · derivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200

Underlying: Common Stock · 200 shares

Expires 2029-05-16

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
May 16, 2024 Filed May 21, 2024 22:18 UTC
O'Brien BrandonChief Financial Officer
GrantNon-Qualified Stock Option (right to buy) · Derivative 250 $0.00 Strike: $270.25 $0.00
Disclosure

SEC source: 0001754499-24-000008 · edgardoc.xml · derivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250

Underlying: Common Stock · 250 shares

Expires 2029-05-16

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
May 10, 2024 Filed May 13, 2024 18:49 UTC
Yoss JenniferVice President of Accounting
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 300 $260.98 Strike: $52.69 $78,294.00
Disclosure

SEC source: 0001754632-24-000006 · 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 · 300 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
May 10, 2024 Filed May 13, 2024 18:49 UTC
Yoss JenniferVice President of Accounting
Tax withholdingCommon Stock 82 $260.98 $21,400.36
Disclosure

SEC source: 0001754632-24-000006 · edgardoc.xml · nonDerivative · entry 3

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 680

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

Read SEC document
May 10, 2024 Filed May 13, 2024 18:49 UTC
Yoss JenniferVice President of Accounting
Tax withholdingCommon Stock 60 $260.98 $15,658.80
Disclosure

SEC source: 0001754632-24-000006 · edgardoc.xml · nonDerivative · entry 2

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 762

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

Read SEC document
May 10, 2024 Filed May 13, 2024 18:49 UTC
Yoss JenniferVice President of Accounting
Exercise / conversionCommon Stock 300 $52.69 $15,807.00
Disclosure

SEC source: 0001754632-24-000006 · edgardoc.xml · nonDerivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 822

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
March 28, 2024 Filed Apr 2, 2024 23:09 UTC
Yoss JenniferVice President of Accounting
GrantCommon Stock 10 $249.81 $2,498.12
Disclosure

SEC source: 0001754632-24-000004 · edgardoc.xml · nonDerivative · entry 1

Yoss Jennifer · CIK 0001754632 · Vice President of Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 522

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
March 28, 2024 Filed Apr 2, 2024 22:54 UTC
O'Brien BrandonChief Financial Officer
GrantCommon Stock 6 $249.81 $1,498.87
Disclosure

SEC source: 0001754499-24-000006 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,305

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
March 28, 2024 Filed Apr 2, 2024 22:36 UTC
Combs Michael GCEO & President
GrantCommon Stock 13 $249.81 $3,247.56
Disclosure

SEC source: 0001641248-24-000008 · edgardoc.xml · nonDerivative · entry 1

Combs Michael G · CIK 0001641248 · CEO & President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,296

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
March 28, 2024 Filed Apr 2, 2024 22:18 UTC
Bertels Mark E.EVP - Risk Management Services
GrantCommon Stock 2 $249.81 $499.62
Disclosure

SEC source: 0001921051-24-000002 · 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: 858

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
March 13, 2024 Filed Mar 15, 2024 23:02 UTC
CLEMONS V GORDONDirector · Chairman of the Board
OtherCommon Stock 41,950 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-032398 · ownership.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse's Charitable Remainder Trust

Disclosed balance after: 41,950

F4 · shares: The reported transaction reflects a transfer of shares of Common Stock made by the Marie Eve Clemons Living Trust to the Marie Clemons 2024 Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of these shares of Common Stock except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares for Section 16 purposes.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 23:02 UTC
CLEMONS V GORDONDirector · Chairman of the Board
OtherCommon Stock 41,950 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-032398 · ownership.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse's Living Trust

Disclosed balance after: 268,584

F4 · shares: The reported transaction reflects a transfer of shares of Common Stock made by the Marie Eve Clemons Living Trust to the Marie Clemons 2024 Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of these shares of Common Stock except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares for Section 16 purposes.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 23:02 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-032398 · 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: 900,030

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

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.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 23:02 UTC
CLEMONS V GORDONDirector · Chairman of the Board
GiftCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-032398 · 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: 901,530

F1 · shares: The reported gift was made by the Gordon Clemons Revocable Declaration of Trust (the "Gordon Clemons Trust") to The Anne Marie Clemons 2012 IR TR Anne Marie Thomas TTEE.

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.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 22:23 UTC
Macino JeanDirector
SaleCommon Stock 3,130 $253.42 $793,204.60
Disclosure

SEC source: 0001426232-24-000002 · edgardoc.xml · nonDerivative · entry 1

Macino Jean · CIK 0001426232 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,160

Read SEC document
February 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,500 $260.89 Strike: $87.69 $391,335.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · derivative · entry 14

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,300

Underlying: Common Stock · 1,500 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.

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

Read SEC document
February 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 438 $0.00 Strike: $79.49 $0.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · derivative · entry 12

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62

Underlying: Common Stock · 438 shares

Expires 2025-07-31

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
February 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 375 $0.00 Strike: $52.69 $0.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · derivative · entry 11

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25

Underlying: Common Stock · 375 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
February 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
SaleCommon Stock 375 $260.00 $97,500.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 10

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,299

Read SEC document
February 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 375 $52.69 $19,758.75
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 9

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,674

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 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
SaleCommon Stock 438 $260.00 $113,880.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 8

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,299

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February 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 438 $79.49 $34,816.62
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 7

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,737

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 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 400 $260.89 $104,356.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 6

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,299

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

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February 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 504 $260.89 $131,488.56
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 5

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,699

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

Read SEC document
February 21, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 1,500 $87.69 $131,535.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 4

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,203

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 21, 2024 Filed Feb 24, 2024 00:14 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 1,000 $264.00 $264,000.00
Disclosure

SEC source: 0000946724-24-000010 · 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: 310,534

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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February 20, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,700 $250.32 Strike: $87.69 $425,544.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · derivative · entry 13

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,800

Underlying: Common Stock · 1,700 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.

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

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February 20, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 382 $250.32 $95,622.24
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 3

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,703

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

Read SEC document
February 20, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Tax withholdingCommon Stock 595 $250.32 $148,940.40
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 2

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,085

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

Read SEC document
February 20, 2024 Filed Feb 22, 2024 23:32 UTC
O'Brien BrandonChief Financial Officer
Exercise / conversionCommon Stock 1,700 $87.69 $149,073.00
Disclosure

SEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 1

O'Brien Brandon · CIK 0001754499 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,680

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 16, 2024 Filed Feb 20, 2024 20:47 UTC
CLEMONS V GORDONDirector · Chairman of the Board
SaleCommon Stock 1,000 $250.00 $250,000.00
Disclosure

SEC source: 0000946724-24-000008 · 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: 311,534

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

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