Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORVEL CORPCRVL · Entity 1444 | Chief Financial Officer | December 27, 2017 | December 29, 2017 |
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 December 27, 2017 · Filed December 29, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,206 |
Ending reported balance
After 2017-12-27 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2017-12-27 · Exercise / conversion · Acquired 1,200 · Balance 1,640 Row 2 · 2017-12-27 · Tax withholding · Disposed 543 · Balance 1,097 F1: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Row 3 · 2017-12-27 · Tax withholding · Disposed 246 · Balance 851 F1: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Row 4 · 2017-12-27 · Exercise / conversion · Acquired 1,000 · Balance 1,851 Row 5 · 2017-12-27 · Tax withholding · Disposed 431 · Balance 1,420 F1: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Row 6 · 2017-12-27 · Tax withholding · Disposed 214 · Balance 1,206 F1: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.10 · Expires 2018-05-02 | Direct | 0 |
Reported balance
After 2017-12-27 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-12-27 · Exercise / conversion · Disposed 1,000 · Balance 0 F2: Exercisable as to 25% of shares one year following grant date with the remaining shares exercisable in 36 equal monthly installments thereafter. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.24 · Expires 2018-03-01 | Direct | 0 |
Reported balance
After 2017-12-27 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-12-27 · Exercise / conversion · Disposed 1,200 · Balance 0 F3: Option will vest based on achievement of certain performance criteria relating to earnings growth. |
| Common StockSEC Table I · non-derivative | Indirectby Family Trust | 4,000 |
Reported balance
Holding disclosure · report date 2017-12-27 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,000 |
| Common StockSEC Table I · non-derivative | Indirectby IRA | 2,000 |
Reported balance
Holding disclosure · report date 2017-12-27 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 2,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.
F2: Exercisable as to 25% of shares one year following grant date with the remaining shares exercisable in 36 equal monthly installments thereafter.
F3: 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 |
|---|---|---|---|---|---|---|
| December 27, 2017 Filed Dec 29, 2017 20:30 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,200 | $53.55 Strike: $24.24 | $64,260.00 |
DisclosureSEC source: 0000899243-17-029721 · doc4.xml · derivative · entry 10 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 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. F3 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 20:30 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $53.55 Strike: $23.10 | $53,550.00 |
DisclosureSEC source: 0000899243-17-029721 · doc4.xml · derivative · entry 9 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2018-05-02 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 27, 2017 Filed Dec 29, 2017 20:30 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 214 | $53.55 | $11,459.70 |
DisclosureSEC source: 0000899243-17-029721 · doc4.xml · nonDerivative · entry 6 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,206 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 20:30 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 431 | $53.55 | $23,080.05 |
DisclosureSEC source: 0000899243-17-029721 · doc4.xml · nonDerivative · entry 5 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 20:30 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,000 | $23.10 | $23,100.00 |
DisclosureSEC source: 0000899243-17-029721 · doc4.xml · nonDerivative · entry 4 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,851 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 27, 2017 Filed Dec 29, 2017 20:30 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 246 | $53.55 | $13,173.30 |
DisclosureSEC source: 0000899243-17-029721 · doc4.xml · nonDerivative · entry 3 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 851 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 20:30 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 543 | $53.55 | $29,077.65 |
DisclosureSEC source: 0000899243-17-029721 · doc4.xml · nonDerivative · entry 2 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,097 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 20:30 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,200 | $24.24 | $29,088.00 |
DisclosureSEC source: 0000899243-17-029721 · doc4.xml · nonDerivative · entry 1 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,640 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 04, 2017 Filed May 8, 2017 22:17 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 350 | $0.00 Strike: $45.90 | $0.00 |
DisclosureSEC source: 0001230879-17-000006 · edgardoc.xml · derivative · entry 1 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 Underlying: Common Stock · 350 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 |
| February 02, 2017 Filed Feb 6, 2017 22:44 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 350 | $0.00 Strike: $38.70 | $0.00 |
DisclosureSEC source: 0001230879-17-000004 · edgardoc.xml · derivative · entry 1 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 Underlying: Common Stock · 350 shares Expires 2022-02-02 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 |
| January 25, 2017 Filed Jan 28, 2017 00:02 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 800 | $38.35 Strike: $24.64 | $30,680.00 |
DisclosureSEC source: 0001230879-17-000002 · edgardoc.xml · derivative · entry 5 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 800 shares Expires 2017-02-02 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 25, 2017 Filed Jan 28, 2017 00:02 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 639 | $38.35 | $24,505.65 |
DisclosureSEC source: 0001230879-17-000002 · edgardoc.xml · nonDerivative · entry 2 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| January 25, 2017 Filed Jan 28, 2017 00:02 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 800 | $24.64 | $19,712.00 |
DisclosureSEC source: 0001230879-17-000002 · edgardoc.xml · nonDerivative · entry 1 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,079 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 03, 2016 Filed Nov 7, 2016 22:56 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001230879-16-000015 · edgardoc.xml · derivative · entry 1 SCHWEPPE RICHARD J · CIK 0001230879 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2021-11-03 F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. 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.