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person · Reporting owner

CLEMONS V GORDON

Disclosed activity across 1 company

Tapewire entity
83237
SEC CIK
0000946724

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

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.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

CORVEL CORP

Report date November 26, 2024 · Filed February 14, 2025

Section 16 reporting ended · disclosed 2025-02-14. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect2,467,476 Reported balance Holding disclosure · report date 2024-11-26 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 2,467,476

F1: The amounts presented are being reported on a post-split basis to reflect the three-for-one forward stock split that occurred on December 24, 2024.

F2: An inadvertent administrative error in carrying forward the effect of the reporting person's gifts of stock reported on June 10, 2024, led to an error in reporting total holdings in subsequent reports. The holdings in this report reflect the correction of the error.

F3: The reporting person no longer has beneficial ownership with respect to the shares of common stock of the Issuer owned by the Marie Eve Clemons Living Trust that were included in the reporting person's prior ownership reports.

Non-Qualified Stock OptionSEC Table II · derivative / convertible securityDirect7,563 Reported balance Holding disclosure · report date 2024-11-26 · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · Balance 7,563

F4: The shares reported in column 9 underlie multiple options with exercise prices ranging from approximately $50 to $103, vesting dates ranging from August 2025 through August 2026, and expiration dates ranging from August 2026 through August 2034.

F1: The amounts presented are being reported on a post-split basis to reflect the three-for-one forward stock split that occurred on December 24, 2024.

Filing footnotes · ownership attribution and instrument terms

F1: The amounts presented are being reported on a post-split basis to reflect the three-for-one forward stock split that occurred on December 24, 2024.

F2: An inadvertent administrative error in carrying forward the effect of the reporting person's gifts of stock reported on June 10, 2024, led to an error in reporting total holdings in subsequent reports. The holdings in this report reflect the correction of the error.

F3: The reporting person no longer has beneficial ownership with respect to the shares of common stock of the Issuer owned by the Marie Eve Clemons Living Trust that were included in the reporting person's prior ownership reports.

F4: The shares reported in column 9 underlie multiple options with exercise prices ranging from approximately $50 to $103, vesting dates ranging from August 2025 through August 2026, and expiration dates ranging from August 2026 through August 2034.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 02, 2024 Filed Dec 4, 2024 00:00 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 6,000 $365.05 $2,190,306.60
Disclosure

SEC source: 0000946724-24-000024 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 241,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 29, 2024 Filed Dec 4, 2024 00:00 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 2,000 $367.50 $735,000.00
Disclosure

SEC source: 0000946724-24-000024 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 247,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 26, 2024 Filed Nov 26, 2024 22:57 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 2,000 $368.00 $736,000.20
Disclosure

SEC source: 0000946724-24-000022 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 249,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 25, 2024 Filed Nov 26, 2024 22:57 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 2,000 $375.00 $750,008.00
Disclosure

SEC source: 0000946724-24-000022 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 251,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 22, 2024 Filed Nov 26, 2024 22:57 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 7,200 $367.31 $2,644,603.92
Disclosure

SEC source: 0000946724-24-000022 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 253,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 19, 2024 Filed Nov 21, 2024 23:01 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 800 $362.00 $289,600.00
Disclosure

SEC source: 0000946724-24-000020 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 260,784

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 12, 2024 Filed Nov 13, 2024 21:12 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 2,000 $363.08 $726,166.20
Disclosure

SEC source: 0000946724-24-000018 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 261,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 21:12 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 2,000 $365.00 $730,000.00
Disclosure

SEC source: 0000946724-24-000018 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 263,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:12 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 1,000 $362.31 $362,310.10
Disclosure

SEC source: 0000946724-24-000018 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 265,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
September 13, 2024 Filed Sep 17, 2024 20:03 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 33,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-107252 · ownership.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Gordon Clemons Revocable Declaration of Trust

Disclosed balance after: 834,492

F3 · shares: The reported gift was made by the Gordon Clemons Trust to the Victor Gordon Clemons, Sr. Charitable Remainder Unitrust FBO Anne Marie Thomas.

F2 · balance_after: The shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), previously reported as directly owned by the Reporting Person were reported as such due to an administrative error. Such shares of Common Stock have instead been held by the Gordon Clemons Trust, of which the Reporting Person is a trustee, since August 2, 2018.

Read SEC document
September 13, 2024 Filed Sep 17, 2024 20:03 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 33,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-107252 · ownership.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Gordon Clemons Revocable Declaration of Trust

Disclosed balance after: 867,492

F1 · shares: The reported gift was made by the Gordon Clemons Revocable Declaration of Trust (the "Gordon Clemons Trust") to the Victor Gordon Clemons, Sr. Charitable Remainder Unitrust FBO Victor Gordon Clemons, Jr.

F2 · balance_after: The shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), previously reported as directly owned by the Reporting Person were reported as such due to an administrative error. Such shares of Common Stock have instead been held by the Gordon Clemons Trust, of which the Reporting Person is a trustee, since August 2, 2018.

Read SEC document
August 01, 2024 Filed Aug 5, 2024 22:32 UTC CORVEL CORP CRVL · Entity 1444 GrantNon-Qualified Stock Option (right to buy) · Derivative 750 $0.00 Strike: $306.82 $0.00
Disclosure

SEC source: 0000946724-24-000016 · edgardoc.xml · derivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750

Underlying: Common Stock · 750 shares

Expires 2034-08-01

F1 · derivative.exercise_date: Exercisable in a series of 4 equal and successive annual installments commencing 12 months following the date of grant.

Read SEC document
July 29, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 250 $307.82 Strike: $163.61 $76,955.00
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · derivative · entry 13

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750

Underlying: Common Stock · 250 shares

Expires 2027-08-04

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
July 29, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 729 $307.82 Strike: $151.94 $224,400.78
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · derivative · entry 12

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 271

Underlying: Common Stock · 729 shares

Expires 2026-08-12

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, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 400 $307.82 Strike: $52.69 $123,128.00
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · derivative · entry 11

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 400 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
July 29, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Tax withholdingCommon Stock 51 $307.82 $15,698.82
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 9

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,492

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, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Tax withholdingCommon Stock 132 $307.82 $40,632.24
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 8

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,543

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, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Exercise / conversionCommon Stock 250 $163.61 $40,902.50
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 7

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,675

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
July 29, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Tax withholdingCommon Stock 162 $307.82 $49,866.84
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 6

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,425

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, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Tax withholdingCommon Stock 359 $307.82 $110,507.38
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 5

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,587

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, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Exercise / conversionCommon Stock 729 $151.94 $110,764.26
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 4

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,946

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
July 29, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Tax withholdingCommon Stock 145 $307.82 $44,633.90
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,217

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, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Tax withholdingCommon Stock 68 $307.82 $20,931.76
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,362

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, 2024 Filed Jul 30, 2024 18:17 UTC CORVEL CORP CRVL · Entity 1444 Exercise / conversionCommon Stock 400 $52.69 $21,076.00
Disclosure

SEC source: 0000946724-24-000014 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,430

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, 2024 Filed Jun 11, 2024 00:36 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-071557 · ownership.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Gordon Clemons Revocable Declaration of Trust

Disclosed balance after: 888,030

F3 · shares: The reported gift was made by the Gordon Clemons Trust to MC Exempt V Gordon Clemons 2020 Gift TR Victor Gordon Clemons TTEE (the "Victor Gordon Clemons TTEE"). The Reporting Person disclaims beneficial ownership of the shares held by the Victor Gordon Clemons TTEE, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares held by the Victor Gordon Clemons TTEE for purposes of Section 16 or for any other purpose.

F2 · balance_after: The shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), previously reported as directly owned by the Reporting Person, were reported as such due to an administrative error. Such shares of Common Stock have instead been held by the Gordon Clemons Trust, of which the Reporting Person is a trustee, since August 2, 2018.

Read SEC document
June 06, 2024 Filed Jun 11, 2024 00:36 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 6,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-071557 · ownership.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Gordon Clemons Revocable Declaration of Trust

Disclosed balance after: 894,030

F1 · shares: The reported gift was made by the Gordon Clemons Revocable Declaration of Trust (the "Gordon Clemons Trust") to The Anne Marie Clemons 2012 IR TR Anne Marie Thomas TTEE (the "Anne Marie Thomas TTEE"). The Reporting Person disclaims beneficial ownership of the shares held by the Anne Marie Thomas TTEE, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the shares held by the Anne Marie Thomas TTEE for purposes of Section 16 or for any other purpose.

F2 · balance_after: The shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), previously reported as directly owned by the Reporting Person, were reported as such due to an administrative error. Such shares of Common Stock have instead been held by the Gordon Clemons Trust, of which the Reporting Person is a trustee, since August 2, 2018.

Read SEC document
May 24, 2024 Filed May 29, 2024 21:00 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 2,000 $277.00 $554,000.00
Disclosure

SEC source: 0000946724-24-000012 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 266,584

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 23:02 UTC CORVEL CORP CRVL · Entity 1444 OtherCommon Stock 41,950 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-032398 · ownership.xml · nonDerivative · entry 4

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse's Charitable Remainder Trust

Disclosed balance after: 41,950

F4 · shares: The reported transaction reflects a transfer of shares of Common Stock made by the Marie Eve Clemons Living Trust to the Marie Clemons 2024 Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of these shares of Common Stock except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares for Section 16 purposes.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 23:02 UTC CORVEL CORP CRVL · Entity 1444 OtherCommon Stock 41,950 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-032398 · ownership.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse's Living Trust

Disclosed balance after: 268,584

F4 · shares: The reported transaction reflects a transfer of shares of Common Stock made by the Marie Eve Clemons Living Trust to the Marie Clemons 2024 Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of these shares of Common Stock except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such shares for Section 16 purposes.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 23:02 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-032398 · ownership.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Gordon Clemons Revocable Declaration of Trust

Disclosed balance after: 900,030

F3 · shares: The reported gift was made by the Gordon Clemons Trust to MC Exempt V Gordon Clemons 2020 Gift TR Victor Gordon Clemons TTEE.

F2 · balance_after: The shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), previously reported as directly owned by the Reporting Person were reported as such due to an administrative error. Such shares of Common Stock have instead been held by the Gordon Clemons Trust, of which the Reporting Person is a trustee, since August 2, 2018.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 23:02 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-032398 · ownership.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee of Gordon Clemons Revocable Declaration of Trust

Disclosed balance after: 901,530

F1 · shares: The reported gift was made by the Gordon Clemons Revocable Declaration of Trust (the "Gordon Clemons Trust") to The Anne Marie Clemons 2012 IR TR Anne Marie Thomas TTEE.

F2 · balance_after: The shares of the Issuer's common stock, par value $0.0001 per share ("Common Stock"), previously reported as directly owned by the Reporting Person were reported as such due to an administrative error. Such shares of Common Stock have instead been held by the Gordon Clemons Trust, of which the Reporting Person is a trustee, since August 2, 2018.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 00:14 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 1,000 $264.00 $264,000.00
Disclosure

SEC source: 0000946724-24-000010 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 310,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
February 16, 2024 Filed Feb 20, 2024 20:47 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 1,000 $250.00 $250,000.00
Disclosure

SEC source: 0000946724-24-000008 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 311,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
February 12, 2024 Filed Feb 14, 2024 17:44 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 1,000 $248.00 $248,000.00
Disclosure

SEC source: 0000946724-24-000006 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 312,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

Read SEC document
February 09, 2024 Filed Feb 14, 2024 17:44 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 2,000 $243.00 $486,006.60
Disclosure

SEC source: 0000946724-24-000006 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 313,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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February 02, 2024 Filed Feb 5, 2024 19:24 UTC CORVEL CORP CRVL · Entity 1444 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 5,600 $238.68 Strike: $52.69 $1,336,608.00
Disclosure

SEC source: 0000946724-24-000004 · edgardoc.xml · derivative · entry 5

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400

Underlying: Common Stock · 5,600 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.

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February 02, 2024 Filed Feb 5, 2024 19:24 UTC CORVEL CORP CRVL · Entity 1444 Tax withholdingCommon Stock 1,334 $238.68 $318,399.12
Disclosure

SEC source: 0000946724-24-000004 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 903,030

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

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February 02, 2024 Filed Feb 5, 2024 19:24 UTC CORVEL CORP CRVL · Entity 1444 Tax withholdingCommon Stock 1,236 $238.68 $295,008.48
Disclosure

SEC source: 0000946724-24-000004 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 904,364

F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.

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February 02, 2024 Filed Feb 5, 2024 19:24 UTC CORVEL CORP CRVL · Entity 1444 Exercise / conversionCommon Stock 5,600 $52.69 $295,064.00
Disclosure

SEC source: 0000946724-24-000004 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 905,600

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.

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February 01, 2024 Filed Feb 5, 2024 18:26 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 3,000 $239.70 $719,114.10
Disclosure

SEC source: 0000946724-24-000002 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 315,534

F3 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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February 01, 2024 Filed Feb 5, 2024 18:26 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0000946724-24-000002 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 318,534

F2 · balance_after: The reported gift was made by the Marie Eve Clemons Living Trust to MC Exempt V Gordon Clemons 2020 Gift TR Victor Gordon Clemons TTEE.

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February 01, 2024 Filed Feb 5, 2024 18:26 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0000946724-24-000002 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 321,034

F1 · balance_after: The reported gift was made by the Marie Eve Clemons Living Trust to The Anne Marie Clemons 2012 IR TR Anne Marie Thomas TTEE.

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November 14, 2023 Filed Nov 16, 2023 21:54 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 8,000 $210.44 $1,683,524.80
Disclosure

SEC source: 0000946724-23-000030 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 323,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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November 03, 2023 Filed Nov 6, 2023 15:21 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 1,000 $206.00 $206,000.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 5

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 331,534

F4 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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November 02, 2023 Filed Nov 6, 2023 15:21 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 1,000 $200.00 $200,000.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 4

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 332,534

F4 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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November 02, 2023 Filed Nov 6, 2023 15:21 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 333,534

F3 · balance_after: The reported gift was made by the Marie Eve Clemons Living Trust to MC Exempt V Gordon Clemons 2020 Gift TR Victor Gordon Clemons TTEE.

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November 02, 2023 Filed Nov 6, 2023 15:21 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 2

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 336,034

F2 · balance_after: The reported gift was made by the Marie Eve Clemons Living Trust to The Anne Marie Clemons 2012 IR TR Anne Marie Thomas TTEE.

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November 02, 2023 Filed Nov 6, 2023 15:21 UTC CORVEL CORP CRVL · Entity 1444 GiftCommon Stock 5,000 $0.00 $0.00
Disclosure

SEC source: 0000946724-23-000028 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 338,534

F1 · balance_after: The reported gift was made by the Marie Eve Clemons Living Trust to the Clemons Family Foundation.

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September 15, 2023 Filed Sep 19, 2023 17:26 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 5,000 $200.02 $1,000,079.50
Disclosure

SEC source: 0000946724-23-000026 · edgardoc.xml · nonDerivative · entry 1

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 343,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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August 31, 2023 Filed Aug 31, 2023 22:26 UTC CORVEL CORP CRVL · Entity 1444 SaleCommon Stock 1,021 $220.00 $224,620.00
Disclosure

SEC source: 0000946724-23-000024 · edgardoc.xml · nonDerivative · entry 3

CLEMONS V GORDON · CIK 0000946724 · Director · Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse Living Trust

Disclosed balance after: 348,534

F1 · balance_after: The reported transaction was made by the Marie Eve Clemons Living Trust. The reporting person disclaims beneficial ownership to these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 purposes.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.