Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORVEL CORPCRVL · Entity 1444 | Exec. VP, Risk Mgmt. Services | November 05, 2019 | November 07, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CORVEL CORP
Report date November 05, 2019 · Filed November 07, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $77.93 · Expires 2024-11-05 | Direct | 10,000 |
Reported balance
After 2019-11-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-11-05 · Grant · Acquired 10,000 · Balance 10,000 F1: Option will vest based on achievement of certain performance criteria relating to earnings growth. |
Filing footnotes · ownership attribution and instrument terms
F1: Option will vest based on achievement of certain performance criteria relating to earnings growth.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 28, 2017 Filed Nov 30, 2017 23:41 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 1,266 | $57.40 | $72,668.40 |
DisclosureSEC source: 0001702523-17-000014 · edgardoc.xml · nonDerivative · entry 2 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,459 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 23:41 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 3,000 | $24.24 | $72,720.00 |
DisclosureSEC source: 0001702523-17-000014 · edgardoc.xml · nonDerivative · entry 1 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,725 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 21, 2017 Filed Nov 22, 2017 19:27 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $55.45 Strike: $24.24 | $166,350.00 |
DisclosureSEC source: 0001702523-17-000012 · edgardoc.xml · derivative · entry 4 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2018-03-01 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 21, 2017 Filed Nov 22, 2017 19:27 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 619 | $55.45 | $34,323.55 |
DisclosureSEC source: 0001702523-17-000012 · edgardoc.xml · nonDerivative · entry 3 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,725 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:27 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 1,311 | $55.45 | $72,694.95 |
DisclosureSEC source: 0001702523-17-000012 · edgardoc.xml · nonDerivative · entry 2 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,344 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 19:27 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 3,000 | $24.24 | $72,720.00 |
DisclosureSEC source: 0001702523-17-000012 · edgardoc.xml · nonDerivative · entry 1 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,655 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 02, 2017 Filed Nov 7, 2017 00:03 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $57.75 | $0.00 |
DisclosureSEC source: 0001702523-17-000010 · edgardoc.xml · derivative · entry 2 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2022-11-02 F2 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| September 29, 2017 Filed Nov 7, 2017 00:03 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 69 | $51.68 | $3,565.92 |
DisclosureSEC source: 0001702523-17-000010 · edgardoc.xml · nonDerivative · entry 1 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,655 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 |
| August 14, 2017 Filed Aug 16, 2017 17:49 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 600 | $50.10 Strike: $22.98 | $30,060.00 |
DisclosureSEC source: 0001702523-17-000008 · edgardoc.xml · derivative · entry 4 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 600 shares Expires 2018-02-07 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 |
| August 14, 2017 Filed Aug 16, 2017 17:49 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 119 | $50.10 | $5,961.90 |
DisclosureSEC source: 0001702523-17-000008 · edgardoc.xml · nonDerivative · entry 3 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,586 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 17:49 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 275 | $50.10 | $13,777.50 |
DisclosureSEC source: 0001702523-17-000008 · edgardoc.xml · nonDerivative · entry 2 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,705 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 17:49 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 600 | $22.98 | $13,788.00 |
DisclosureSEC source: 0001702523-17-000008 · edgardoc.xml · nonDerivative · entry 1 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,980 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 |
| August 03, 2017 Filed Aug 4, 2017 18:17 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $48.35 | $0.00 |
DisclosureSEC source: 0001702523-17-000006 · edgardoc.xml · derivative · entry 1 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2022-08-03 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 04, 2017 Filed May 8, 2017 22:06 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $45.90 | $0.00 |
DisclosureSEC source: 0001702523-17-000004 · edgardoc.xml · derivative · entry 1 Saverien Michael · CIK 0001702523 · Exec. VP, Risk Mgmt. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2022-05-04 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.