Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORVEL CORPCRVL · Entity 1444 | EVP - Risk Management Services | 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 | 2,918 |
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 9 · Balance 2,918 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 02:40 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 9 | $70.82 | $637.40 |
DisclosureSEC source: 0001921051-26-000014 · 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: 2,918 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 |
| July 29, 2026 Filed Jul 30, 2026 20:55 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 750 | $62.25 Strike: $52.65 | $46,687.50 |
DisclosureSEC source: 0001921051-26-000012 · edgardoc.xml · derivative · entry 4 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 750 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 |
| July 29, 2026 Filed Jul 30, 2026 20:55 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 33 | $62.25 | $2,054.25 |
DisclosureSEC source: 0001921051-26-000012 · edgardoc.xml · nonDerivative · entry 3 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,909 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| July 29, 2026 Filed Jul 30, 2026 20:55 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 634 | $62.25 | $39,466.50 |
DisclosureSEC source: 0001921051-26-000012 · 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: 2,942 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| July 29, 2026 Filed Jul 30, 2026 20:55 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 750 | $52.65 | $39,485.25 |
DisclosureSEC source: 0001921051-26-000012 · 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: 3,576 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 |
| April 22, 2026 Filed Apr 23, 2026 23:07 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,050 | $57.40 Strike: $39.83 | $60,270.00 |
DisclosureSEC source: 0001921051-26-000010 · edgardoc.xml · derivative · entry 4 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,050 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. 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 |
| April 22, 2026 Filed Apr 23, 2026 23:07 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 94 | $57.40 | $5,395.60 |
DisclosureSEC source: 0001921051-26-000010 · edgardoc.xml · nonDerivative · entry 3 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,826 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| April 22, 2026 Filed Apr 23, 2026 23:07 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 736 | $56.76 | $41,775.36 |
DisclosureSEC source: 0001921051-26-000010 · 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: 2,920 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| April 22, 2026 Filed Apr 23, 2026 23:07 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,050 | $39.83 | $41,818.35 |
DisclosureSEC source: 0001921051-26-000010 · 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: 3,656 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 31, 2026 Filed Apr 2, 2026 16:55 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 12 | $51.92 | $623.01 |
DisclosureSEC source: 0001921051-26-000008 · 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: 2,606 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 04, 2026 Filed Mar 6, 2026 18:56 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: 0001921051-26-000002 · 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: 6,000 Underlying: Common Stock · 6,000 shares Expires 2031-03-04 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 19, 2025 Filed Nov 20, 2025 23:20 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,200 | $0.00 Strike: $34.44 | $0.00 |
DisclosureSEC source: 0001921051-25-000017 · 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 · 1,200 shares Expires 2026-02-04 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 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 19, 2025 Filed Nov 20, 2025 23:20 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 1,200 | $72.35 | $86,820.00 |
DisclosureSEC source: 0001921051-25-000017 · 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: 2,594 Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 23:20 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,200 | $34.44 | $41,324.40 |
DisclosureSEC source: 0001921051-25-000017 · 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: 3,794 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 06, 2025 Filed Nov 10, 2025 18:17 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: 0001921051-25-000015 · 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: 4,000 Underlying: Common Stock · 4,000 shares Expires 2030-11-06 F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 19:36 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 8 | $73.55 | $588.39 |
DisclosureSEC source: 0001921051-25-000013 · 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: 2,594 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 19, 2025 Filed Aug 20, 2025 18:29 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 900 | $0.00 Strike: $29.23 | $0.00 |
DisclosureSEC source: 0001921051-25-000011 · 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 · 900 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: 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 19, 2025 Filed Aug 20, 2025 18:29 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 900 | $89.17 | $80,251.02 |
DisclosureSEC source: 0001921051-25-000011 · 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: 2,586 Read SEC document |
| August 19, 2025 Filed Aug 20, 2025 18:29 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 900 | $29.23 | $26,307.00 |
DisclosureSEC source: 0001921051-25-000011 · 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: 3,486 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 27, 2025 Filed May 29, 2025 22:12 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 900 | $0.00 Strike: $26.50 | $0.00 |
DisclosureSEC source: 0001921051-25-000008 · 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 · 900 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. 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 27, 2025 Filed May 29, 2025 22:12 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 900 | $113.34 | $102,002.58 |
DisclosureSEC source: 0001921051-25-000008 · 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: 2,586 Read SEC document |
| May 27, 2025 Filed May 29, 2025 22:12 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 900 | $26.50 | $23,847.30 |
DisclosureSEC source: 0001921051-25-000008 · 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: 3,486 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 15, 2025 Filed May 19, 2025 21:50 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $110.03 | $0.00 |
DisclosureSEC source: 0001921051-25-000006 · 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: 2,000 Underlying: Common Stock · 2,000 shares Expires 2030-05-15 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 |
| March 31, 2025 Filed Apr 2, 2025 18:38 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 6 | $106.37 | $638.23 |
DisclosureSEC source: 0001921051-25-000004 · 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: 2,586 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 |
| January 14, 2025 Filed Jan 16, 2025 18:49 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $110.18 | $0.00 |
DisclosureSEC source: 0001921051-25-000002 · 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: 2,500 Underlying: Common Stock · 2,500 shares Expires 2030-01-14 F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 18:41 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 350 | $0.00 Strike: $52.69 | $0.00 |
DisclosureSEC source: 0001921051-24-000012 · 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 · 350 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. 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 |
| December 05, 2024 Filed Dec 9, 2024 18:41 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 350 | $357.35 | $125,071.38 |
DisclosureSEC source: 0001921051-24-000012 · 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: 860 Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 18:41 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 350 | $52.69 | $18,441.50 |
DisclosureSEC source: 0001921051-24-000012 · 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: 1,210 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 |
| September 30, 2024 Filed Oct 2, 2024 17:43 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 2 | $310.55 | $621.09 |
DisclosureSEC source: 0001921051-24-000010 · 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: 860 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 12, 2024 Filed Aug 13, 2024 23:45 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 300 | $0.00 Strike: $88.22 | $0.00 |
DisclosureSEC source: 0001921051-24-000008 · 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 · 300 shares Expires 2025-02-04 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 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 12, 2024 Filed Aug 13, 2024 23:45 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 300 | $299.80 | $89,941.35 |
DisclosureSEC source: 0001921051-24-000008 · 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 |
| August 12, 2024 Filed Aug 13, 2024 23:45 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 300 | $88.22 | $26,466.00 |
DisclosureSEC source: 0001921051-24-000008 · 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: 1,158 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 | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 200 | $0.00 Strike: $87.49 | $0.00 |
DisclosureSEC 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 | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 200 | $231.14 | $46,228.08 |
DisclosureSEC 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 | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 200 | $87.49 | $17,498.00 |
DisclosureSEC 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 |
| May 16, 2024 Filed May 21, 2024 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 400 | $0.00 Strike: $270.25 | $0.00 |
DisclosureSEC 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 |
| March 28, 2024 Filed Apr 2, 2024 22:18 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 2 | $249.81 | $499.62 |
DisclosureSEC 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 |
| November 02, 2023 Filed Nov 6, 2023 13:37 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,500 | $0.00 Strike: $200.55 | $0.00 |
DisclosureSEC source: 0001921051-23-000014 · 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: 3,500 Underlying: Common Stock · 3,500 shares Expires 2028-11-02 F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 18:48 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 3 | $186.82 | $560.45 |
DisclosureSEC source: 0001921051-23-000012 · 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: 856 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 10, 2023 Filed Aug 15, 2023 00:48 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $222.26 | $0.00 |
DisclosureSEC source: 0001921051-23-000010 · 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: 500 Underlying: Common Stock · 500 shares Expires 2028-08-10 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 |
| August 04, 2023 Filed Aug 7, 2023 22:16 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 250 | $0.00 Strike: $59.32 | $0.00 |
DisclosureSEC source: 0001921051-23-000008 · 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 · 250 shares Expires 2023-11-01 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. 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 |
| August 04, 2023 Filed Aug 7, 2023 22:16 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 250 | $215.00 | $53,750.00 |
DisclosureSEC source: 0001921051-23-000008 · 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: 853 Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 22:16 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 250 | $59.32 | $14,830.00 |
DisclosureSEC source: 0001921051-23-000008 · 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: 1,103 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, 2023 Filed Jun 8, 2023 22:49 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $57.35 | $0.00 |
DisclosureSEC source: 0001921051-23-000006 · 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 · 500 shares Expires 2023-08-02 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. 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 06, 2023 Filed Jun 8, 2023 22:49 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 500 | $205.00 | $102,500.00 |
DisclosureSEC source: 0001921051-23-000006 · 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: 853 Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 22:49 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 500 | $57.35 | $28,675.00 |
DisclosureSEC source: 0001921051-23-000006 · 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: 1,353 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 31, 2023 Filed Apr 3, 2023 17:47 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 3 | $180.77 | $542.30 |
DisclosureSEC source: 0001921051-23-000004 · 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: 853 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 |
| February 07, 2023 Filed Feb 9, 2023 22:54 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,250 | $0.00 Strike: $49.40 | $0.00 |
DisclosureSEC source: 0001921051-23-000002 · edgardoc.xml · derivative · entry 3 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2023-05-03 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 |
| February 07, 2023 Filed Feb 9, 2023 22:54 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 1,250 | $185.00 | $231,250.00 |
DisclosureSEC source: 0001921051-23-000002 · edgardoc.xml · nonDerivative · entry 2 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850 Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:54 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,250 | $49.40 | $61,750.00 |
DisclosureSEC source: 0001921051-23-000002 · edgardoc.xml · nonDerivative · entry 1 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.