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 |
|---|---|---|---|---|---|---|
| November 15, 2022 Filed Nov 18, 2022 16:22 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 750 | $153.00 Strike: $53.40 | $114,750.00 |
DisclosureSEC source: 0001921051-22-000014 · 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 · 750 shares Expires 2023-02-01 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 |
| November 15, 2022 Filed Nov 18, 2022 16:22 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 750 | $153.00 | $114,750.00 |
DisclosureSEC source: 0001921051-22-000014 · 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 |
| November 15, 2022 Filed Nov 18, 2022 16:22 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 750 | $53.40 | $40,050.00 |
DisclosureSEC source: 0001921051-22-000014 · edgardoc.xml · nonDerivative · entry 1 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 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, 2022 Filed Nov 7, 2022 20:29 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $155.99 | $0.00 |
DisclosureSEC source: 0001921051-22-000012 · edgardoc.xml · derivative · entry 1 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2027-11-03 F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 19:49 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 5 | $131.51 | $657.54 |
DisclosureSEC source: 0001921051-22-000010 · edgardoc.xml · nonDerivative · entry 1 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850 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 15, 2022 Filed Aug 17, 2022 22:26 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 450 | $0.00 Strike: $57.75 | $0.00 |
DisclosureSEC source: 0001921051-22-000008 · 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 · 450 shares Expires 2022-11-02 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. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:26 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 450 | $165.00 | $74,250.00 |
DisclosureSEC source: 0001921051-22-000008 · edgardoc.xml · nonDerivative · entry 2 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:26 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 450 | $57.75 | $25,987.50 |
DisclosureSEC source: 0001921051-22-000008 · edgardoc.xml · nonDerivative · entry 1 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,295 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 04, 2022 Filed Aug 8, 2022 18:41 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 750 | $0.00 Strike: $163.61 | $0.00 |
DisclosureSEC source: 0001921051-22-000006 · edgardoc.xml · derivative · entry 1 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2027-08-04 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 |
| May 12, 2022 Filed May 14, 2022 01:21 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,250 | $0.00 Strike: $148.89 | $0.00 |
DisclosureSEC source: 0001921051-22-000004 · edgardoc.xml · derivative · entry 1 Bertels Mark E. · CIK 0001921051 · EVP - Risk Management Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 5,250 shares Expires 2027-05-12 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.