Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORVEL CORPCRVL · Entity 1444 | Vice President of Accounting | September 30, 2026 | October 02, 2026 |
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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,209 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 36 · Balance 2,209 F1: Shares acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under SEC Rule 16b-3 (c) |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under the Issuer's Employee Stock Purchase Plan in a transaction exempt under SEC Rule 16b-3 (c)
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 26, 2018 Filed Nov 28, 2018 22:10 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 83 | $65.82 | $5,462.75 |
DisclosureSEC source: 0001754632-18-000007 · edgardoc.xml · nonDerivative · entry 2 Yoss Jennifer · CIK 0001754632 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69 Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 22:10 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 83 | $34.78 | $2,886.74 |
DisclosureSEC source: 0001754632-18-000007 · edgardoc.xml · nonDerivative · entry 1 Yoss Jennifer · CIK 0001754632 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152 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 01, 2018 Filed Nov 2, 2018 22:23 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $59.32 | $0.00 |
DisclosureSEC source: 0001754632-18-000005 · edgardoc.xml · derivative · entry 1 Yoss Jennifer · CIK 0001754632 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2023-11-01 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.