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 |
|---|---|---|---|---|---|---|
| May 13, 2019 Filed May 15, 2019 22:42 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 392 | $73.09 | $28,651.28 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 5 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,736 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 | 825 | $34.78 | $28,693.50 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,128 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 | 28 | $73.09 | $2,046.52 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303 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 | 119 | $73.09 | $8,697.71 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,331 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 | 203 | $43.14 | $8,757.42 |
DisclosureSEC source: 0001754499-19-000008 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450 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 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 600 | $71.49 Strike: $35.77 | $42,894.00 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · derivative · entry 12 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 600 shares Expires 2020-02-05 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 |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,175 | $71.49 Strike: $34.67 | $84,000.75 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · derivative · entry 11 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25 Underlying: Common Stock · 1,175 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 |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 167 | $71.49 Strike: $33.16 | $11,938.83 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · derivative · entry 10 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83 Underlying: Common Stock · 167 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 |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 101 | $71.49 | $7,220.49 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 9 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 300 | $71.49 | $21,447.00 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 8 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,348 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 600 | $35.77 | $21,462.00 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 7 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,648 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 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 209 | $71.49 | $14,941.41 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 6 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 569 | $71.49 | $40,677.81 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 5 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,257 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 1,175 | $34.67 | $40,737.25 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 4 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,826 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 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 30 | $71.49 | $2,144.70 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 3 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 77 | $71.49 | $5,504.73 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 2 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| April 29, 2019 Filed May 1, 2019 18:24 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 167 | $33.16 | $5,537.72 |
DisclosureSEC source: 0001754499-19-000006 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758 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 25, 2019 Filed Apr 29, 2019 22:22 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $70.24 | $0.00 |
DisclosureSEC source: 0001754499-19-000004 · edgardoc.xml · derivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2024-04-25 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 29, 2019 Filed Apr 2, 2019 20:48 UTC | CORVEL CORP CRVL · Entity 1444 | GrantCommon Stock | 20 | $61.98 | $1,239.56 |
DisclosureSEC source: 0001754499-19-000002 · edgardoc.xml · nonDerivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 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 01, 2018 Filed Nov 2, 2018 21:53 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $59.32 | $0.00 |
DisclosureSEC source: 0001754499-18-000004 · edgardoc.xml · derivative · entry 1 O'Brien Brandon · CIK 0001754499 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2023-11-01 F1 · derivative.exercise_date: Option will vest based on achievement of certain performance criteria relating to earnings growth. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.