Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORVEL CORPCRVL · Entity 1444 | Chief Financial Officer | 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 | 65 |
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 55 · Balance 65 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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 01:54 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 55 | $70.82 | $3,895.24 |
DisclosureSEC source: 0002100449-26-000006 · edgardoc.xml · nonDerivative · entry 1 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65 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 04, 2026 Filed Aug 6, 2026 00:16 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 51 | $59.10 Strike: $52.65 | $3,014.10 |
DisclosureSEC source: 0002100449-26-000004 · edgardoc.xml · derivative · entry 4 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 51 shares Expires 2026-08-05 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: 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 04, 2026 Filed Aug 6, 2026 00:16 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 1 | $59.10 | $59.10 |
DisclosureSEC source: 0002100449-26-000004 · edgardoc.xml · nonDerivative · entry 3 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 00:16 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 45 | $59.10 | $2,659.50 |
DisclosureSEC source: 0002100449-26-000004 · edgardoc.xml · nonDerivative · entry 2 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 00:16 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 51 | $52.65 | $2,685.00 |
DisclosureSEC source: 0002100449-26-000004 · edgardoc.xml · nonDerivative · entry 1 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56 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 01, 2026 Filed May 5, 2026 19:03 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18 | $57.53 Strike: $39.83 | $1,035.54 |
DisclosureSEC source: 0002100449-26-000002 · edgardoc.xml · derivative · entry 4 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18 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. F1 · security: Beneficial holdings reflected on this report do not include changes in the reporting person's holdings of securities resulting from participation in the issuer's qualified employee stock plan since the last filing of a report disclosing transactions related to such participation F3 · 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 01, 2026 Filed May 5, 2026 19:03 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 1 | $57.53 | $57.53 |
DisclosureSEC source: 0002100449-26-000002 · edgardoc.xml · nonDerivative · entry 3 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5 F2 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| May 01, 2026 Filed May 5, 2026 19:03 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 12 | $57.53 | $690.36 |
DisclosureSEC source: 0002100449-26-000002 · edgardoc.xml · nonDerivative · entry 2 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6 F2 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| May 01, 2026 Filed May 5, 2026 19:03 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 18 | $39.83 | $716.89 |
DisclosureSEC source: 0002100449-26-000002 · edgardoc.xml · nonDerivative · entry 1 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18 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 · security: Beneficial holdings reflected on this report do not include changes in the reporting person's holdings of securities resulting from participation in the issuer's qualified employee stock plan since the last filing of a report disclosing transactions related to such participation Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 00:31 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $53.08 | $0.00 |
DisclosureSEC source: 0001193125-26-097155 · ownership.xml · derivative · entry 1 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2026-03-04 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 |
| November 06, 2025 Filed Feb 3, 2026 02:38 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $75.36 | $0.00 |
DisclosureSEC source: 0001193125-26-034162 · ownership.xml · derivative · entry 1 Nichols Brian S. · CIK 0002100449 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,425 Underlying: Common Stock · 4,000 shares Expires 2030-11-06 F1 · derivative.exercise_date: Reflects a grant of a non-qualified stock option (the "Option") made to the Reporting Person under the Issuer's 2025 Stock Incentive Plan. The 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.