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 |
|---|---|---|---|---|---|---|
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 667 | $90.83 Strike: $45.90 | $60,583.61 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · derivative · entry 20 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333 Underlying: Common Stock · 667 shares Expires 2022-05-04 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. 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 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 83 | $90.83 Strike: $45.73 | $7,538.89 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · derivative · entry 19 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42 Underlying: Common Stock · 83 shares Expires 2021-05-05 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 |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 83 | $90.83 Strike: $43.32 | $7,538.89 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · derivative · entry 18 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73 Underlying: Common Stock · 83 shares Expires 2021-08-04 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. 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 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 42 | $90.83 Strike: $43.14 | $3,814.86 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · derivative · entry 17 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Underlying: Common Stock · 42 shares Expires 2021-02-04 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. 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 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 62 | $90.83 Strike: $33.16 | $5,631.46 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · derivative · entry 16 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 62 shares Expires 2020-08-06 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 |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 16 | $90.83 | $1,453.28 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 15 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 22 | $90.83 | $1,998.26 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 14 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 912 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 62 | $33.16 | $2,055.92 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 13 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934 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 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 9 | $90.83 | $817.47 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 12 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 19 | $90.83 | $1,725.77 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 11 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 881 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 42 | $43.14 | $1,811.88 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 10 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 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 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 16 | $90.83 | $1,453.28 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 9 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 41 | $90.83 | $3,724.03 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 8 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 83 | $45.73 | $3,795.59 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 7 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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 |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 17 | $90.83 | $1,544.11 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 6 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 39 | $90.83 | $3,542.37 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 5 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 849 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 83 | $43.32 | $3,595.56 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 888 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 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 134 | $90.83 | $12,171.22 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 337 | $90.83 | $30,609.71 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 19:51 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 667 | $45.90 | $30,615.30 |
DisclosureSEC source: 0001754499-20-000002 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,276 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 05, 2019 Filed Nov 7, 2019 23:07 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $77.93 | $0.00 |
DisclosureSEC source: 0001754499-19-000018 · edgardoc.xml · derivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2024-11-05 F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 19:24 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 18 | $71.92 | $1,294.47 |
DisclosureSEC source: 0001754499-19-000016 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609 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 09, 2019 Filed Aug 12, 2019 21:33 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001754499-19-000014 · edgardoc.xml · derivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 1,000 shares Expires 2021-11-03 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: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 21:33 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 1,000 | $87.50 | $87,500.00 |
DisclosureSEC source: 0001754499-19-000014 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 21:33 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,000 | $32.10 | $32,100.00 |
DisclosureSEC source: 0001754499-19-000014 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591 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 08, 2019 Filed Aug 12, 2019 21:33 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 400 | $0.00 Strike: $87.49 | $0.00 |
DisclosureSEC source: 0001754499-19-000014 · edgardoc.xml · derivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Underlying: Common Stock · 400 shares Expires 2024-08-08 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 |
| June 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 375 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · derivative · entry 9 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125 Underlying: Common Stock · 375 shares Expires 2021-05-05 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 |
| June 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 344 | $0.00 Strike: $43.32 | $0.00 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · derivative · entry 8 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156 Underlying: Common Stock · 344 shares Expires 2021-08-04 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. 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 |
| June 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · derivative · entry 7 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 1,000 shares Expires 2021-11-03 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: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 375 | $78.30 | $29,362.50 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · nonDerivative · entry 6 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 375 | $45.73 | $17,148.75 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · nonDerivative · entry 5 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 966 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 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 344 | $78.30 | $26,935.20 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · nonDerivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 344 | $43.32 | $14,902.08 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · nonDerivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935 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 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 1,000 | $78.30 | $78,300.00 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 21:20 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,000 | $32.10 | $32,100.00 |
DisclosureSEC source: 0001754499-19-000012 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591 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 04, 2019 Filed Jun 6, 2019 23:06 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $32.10 | $0.00 |
DisclosureSEC source: 0001754499-19-000010 · edgardoc.xml · derivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 1,000 shares Expires 2021-11-03 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: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 23:06 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 1,000 | $74.45 | $74,450.00 |
DisclosureSEC source: 0001754499-19-000010 · edgardoc.xml · nonDerivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 23:06 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,000 | $32.10 | $32,100.00 |
DisclosureSEC source: 0001754499-19-000010 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,591 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 04, 2019 Filed Jun 6, 2019 23:06 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 1,015 | $74.41 | $75,524.93 |
DisclosureSEC source: 0001754499-19-000010 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 Read SEC document |
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 203 | $73.09 Strike: $43.14 | $14,837.27 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · derivative · entry 16 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47 Underlying: Common Stock · 203 shares Expires 2021-02-04 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. 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 |
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 825 | $73.09 Strike: $34.78 | $60,299.25 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · derivative · entry 15 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 825 shares Expires 2020-11-05 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: 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 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 25 | $73.09 Strike: $34.67 | $1,827.25 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · derivative · entry 14 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25 shares Expires 2020-05-07 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 |
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 21 | $73.09 Strike: $33.16 | $1,534.89 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · derivative · entry 13 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62 Underlying: Common Stock · 21 shares Expires 2020-08-06 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 |
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 4 | $73.09 | $292.36 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 12 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 11 | $73.09 | $803.99 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 11 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,610 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 25 | $34.67 | $866.75 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 10 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,621 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 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 3 | $73.09 | $219.27 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 9 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,596 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 9 | $73.09 | $657.81 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 8 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 21 | $33.16 | $696.36 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 7 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,608 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 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 149 | $73.09 | $10,890.41 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 6 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,587 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. 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.