Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORVEL CORPCRVL · Entity 1444 | Chief Financial Officer | September 08, 2025 | September 10, 2025 |
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 08, 2025 · Filed September 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,948 |
Reported balance
After 2025-09-08 transaction · row 1
1 source rowRow 1 · 2025-09-08 · Sale · Disposed 1,764 · Balance 8,948 |
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 |
|---|---|---|---|---|---|---|
| August 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 62 | $0.00 Strike: $79.49 | $0.00 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · derivative · entry 13 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 62 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. 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 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 25 | $0.00 Strike: $52.69 | $0.00 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · derivative · entry 12 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25 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. 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 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 25 | $300.08 | $7,502.11 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 11 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,502 Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 25 | $52.69 | $1,317.25 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 10 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,527 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 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 62 | $300.08 | $18,605.23 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 9 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,502 Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 62 | $79.49 | $4,928.38 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 8 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,564 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 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 13 | $300.08 | $3,901.10 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 7 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,502 Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 13 | $119.48 | $1,553.24 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 6 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,515 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 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 400 | $300.08 | $120,033.72 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 5 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,502 Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 400 | $87.69 | $35,076.00 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,902 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 02, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 13 | $0.00 Strike: $119.48 | $0.00 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · derivative · entry 21 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 737 Underlying: Common Stock · 13 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 · date: On August 5, 2024, the Reporting Person filed a Form 4 reporting (i) the exercise of nonqualified stock options on August 1, 2024 and August 2, 2024, (ii) subsequent open-market sale transactions on August 1, 2024, and (iii) subsequent open-market sale transactions on August 2, 2024 that did not occur until August 19, 2024 due to an administrative error. This amendment is being filed to correct the transaction dates and sale prices. F4 · derivative.exercise_date: Exercisable as to 25% of shares one year following the grant date with the remaining shares exercisable in 36 equal monthly installments thereafter. Read SEC document |
| August 02, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 400 | $0.00 Strike: $87.69 | $0.00 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · derivative · entry 20 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 400 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 · date: On August 5, 2024, the Reporting Person filed a Form 4 reporting (i) the exercise of nonqualified stock options on August 1, 2024 and August 2, 2024, (ii) subsequent open-market sale transactions on August 1, 2024, and (iii) subsequent open-market sale transactions on August 2, 2024 that did not occur until August 19, 2024 due to an administrative error. This amendment is being filed to correct the transaction dates and sale prices. F3 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| August 02, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 62 | $0.00 Strike: $79.49 | $0.00 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · derivative · entry 19 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 62 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 · date: On August 5, 2024, the Reporting Person filed a Form 4 reporting (i) the exercise of nonqualified stock options on August 1, 2024 and August 2, 2024, (ii) subsequent open-market sale transactions on August 1, 2024, and (iii) subsequent open-market sale transactions on August 2, 2024 that did not occur until August 19, 2024 due to an administrative error. This amendment is being filed to correct the transaction dates and sale prices. F4 · derivative.exercise_date: Exercisable as to 25% of shares one year following the grant date with the remaining shares exercisable in 36 equal monthly installments thereafter. Read SEC document |
| August 02, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 25 | $0.00 Strike: $52.69 | $0.00 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · derivative · entry 18 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25 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 · date: On August 5, 2024, the Reporting Person filed a Form 4 reporting (i) the exercise of nonqualified stock options on August 1, 2024 and August 2, 2024, (ii) subsequent open-market sale transactions on August 1, 2024, and (iii) subsequent open-market sale transactions on August 2, 2024 that did not occur until August 19, 2024 due to an administrative error. This amendment is being filed to correct the transaction dates and sale prices. F4 · derivative.exercise_date: Exercisable as to 25% of shares one year following the grant date with the remaining shares exercisable in 36 equal monthly installments thereafter. Read SEC document |
| August 02, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 25 | $52.69 | $1,317.25 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · nonDerivative · entry 7 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,002 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 02, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 62 | $79.49 | $4,928.38 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · nonDerivative · entry 6 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,977 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 02, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 13 | $119.48 | $1,553.24 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · nonDerivative · entry 5 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,915 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 02, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 400 | $87.69 | $35,076.00 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · nonDerivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,902 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 01, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 500 | $306.82 Strike: $87.69 | $153,410.00 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · derivative · entry 14 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 500 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. F3 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 161 | $306.82 | $49,398.02 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,502 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 142 | $306.82 | $43,568.44 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,663 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 22:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 500 | $87.69 | $43,845.00 |
DisclosureSEC source: 0001754499-24-000012 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,805 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 01, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $87.69 | $0.00 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · derivative · entry 17 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 500 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. F3 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| August 01, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 161 | $306.82 | $49,398.02 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · nonDerivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,502 F2 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| August 01, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 142 | $306.82 | $43,568.44 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,663 F2 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| August 01, 2024 Filed Aug 21, 2024 20:44 UTC Amendment | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 500 | $87.69 | $43,845.00 |
DisclosureSEC source: 0000950170-24-099532 · ownership.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,805 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 24, 2024 Filed May 29, 2024 18:29 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $87.69 | $0.00 |
DisclosureSEC source: 0001754499-24-000010 · edgardoc.xml · derivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock · 1,000 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: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| May 24, 2024 Filed May 29, 2024 18:29 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 1,000 | $276.95 | $276,946.10 |
DisclosureSEC source: 0001754499-24-000010 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,305 Read SEC document |
| May 24, 2024 Filed May 29, 2024 18:29 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,000 | $87.69 | $87,690.00 |
DisclosureSEC source: 0001754499-24-000010 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,305 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 22:18 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 250 | $0.00 Strike: $270.25 | $0.00 |
DisclosureSEC source: 0001754499-24-000008 · edgardoc.xml · derivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 250 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 22:54 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 6 | $249.81 | $1,498.87 |
DisclosureSEC source: 0001754499-24-000006 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,305 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 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,500 | $260.89 Strike: $87.69 | $391,335.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · derivative · entry 14 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,300 Underlying: Common Stock · 1,500 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. F3 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 438 | $0.00 Strike: $79.49 | $0.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · derivative · entry 12 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62 Underlying: Common Stock · 438 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. 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 |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 375 | $0.00 Strike: $52.69 | $0.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · derivative · entry 11 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25 Underlying: Common Stock · 375 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. 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 |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 375 | $260.00 | $97,500.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 10 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,299 Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 375 | $52.69 | $19,758.75 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 9 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,674 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 |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 438 | $260.00 | $113,880.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 8 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,299 Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 438 | $79.49 | $34,816.62 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 7 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,737 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 |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 400 | $260.89 | $104,356.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 6 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,299 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 504 | $260.89 | $131,488.56 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 5 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,699 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,500 | $87.69 | $131,535.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,203 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 |
| February 20, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,700 | $250.32 Strike: $87.69 | $425,544.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · derivative · entry 13 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Stock · 1,700 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. F3 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 382 | $250.32 | $95,622.24 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,703 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 595 | $250.32 | $148,940.40 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,085 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 23:32 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,700 | $87.69 | $149,073.00 |
DisclosureSEC source: 0001754499-24-000004 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,680 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 |
| January 02, 2024 Filed Jan 4, 2024 22:52 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 750 | $246.07 Strike: $77.93 | $184,552.50 |
DisclosureSEC source: 0001754499-24-000002 · edgardoc.xml · derivative · entry 8 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75 Underlying: Common Stock · 750 shares Expires 2024-11-05 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. F2 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:52 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 207 | $246.07 Strike: $77.93 | $50,936.49 |
DisclosureSEC source: 0001754499-24-000002 · edgardoc.xml · derivative · entry 7 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 825 Underlying: Common Stock · 207 shares Expires 2024-11-05 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. F2 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:52 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 207 | $246.07 | $50,936.49 |
DisclosureSEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 6 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,980 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:52 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 237 | $246.07 | $58,318.59 |
DisclosureSEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 5 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,187 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:52 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 750 | $77.93 | $58,447.50 |
DisclosureSEC source: 0001754499-24-000002 · edgardoc.xml · nonDerivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,424 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.