Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORVEL CORPCRVL · Entity 1444 | Director | July 25, 2024 | July 29, 2024 |
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 July 25, 2024 · Filed July 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,758 |
Ending reported balance
After 2024-07-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-07-25 · Exercise / conversion · Acquired 3,000 · Balance 17,160 Row 2 · 2024-07-25 · Tax withholding · Disposed 402 · Balance 16,758 F1: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.57 · Expires 2024-08-04 | Direct | 0 |
Reported balance
After 2024-07-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-07-25 · Exercise / conversion · Disposed 3,000 · Balance 0 F2: Exercisable in a series of 4 equal and successive annual installments commencing 12 months following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise.
F2: Exercisable in a series of 4 equal and successive annual installments commencing 12 months following the date of grant.
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 |
|---|---|---|---|---|---|---|
| July 25, 2024 Filed Jul 29, 2024 19:29 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $40.57 | $0.00 |
DisclosureSEC source: 0001426232-24-000004 · edgardoc.xml · derivative · entry 3 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2024-08-04 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 in a series of 4 equal and successive annual installments commencing 12 months following the date of grant. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 19:29 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 402 | $302.08 | $121,436.16 |
DisclosureSEC source: 0001426232-24-000004 · edgardoc.xml · nonDerivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,758 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 19:29 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 3,000 | $40.57 | $121,710.00 |
DisclosureSEC source: 0001426232-24-000004 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,160 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 22, 2024 Filed Feb 26, 2024 22:23 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 3,130 | $253.42 | $793,204.60 |
DisclosureSEC source: 0001426232-24-000002 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,160 Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 22:06 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $222.26 | $0.00 |
DisclosureSEC source: 0001426232-23-000006 · edgardoc.xml · derivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 500 shares Expires 2033-08-10 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 |
| August 10, 2023 Filed Aug 14, 2023 22:06 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 2,000 | $221.02 | $442,043.20 |
DisclosureSEC source: 0001426232-23-000006 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,290 Read SEC document |
| July 18, 2023 Filed Jul 19, 2023 21:27 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $34.77 | $0.00 |
DisclosureSEC source: 0001426232-23-000004 · edgardoc.xml · derivative · entry 3 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2023-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 18, 2023 Filed Jul 19, 2023 21:27 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 498 | $209.36 | $104,261.28 |
DisclosureSEC source: 0001426232-23-000004 · edgardoc.xml · nonDerivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,290 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| July 18, 2023 Filed Jul 19, 2023 21:27 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 3,000 | $34.77 | $104,310.00 |
DisclosureSEC source: 0001426232-23-000004 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,788 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, 2023 Filed Jun 9, 2023 22:34 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 1,000 | $204.53 | $204,530.20 |
DisclosureSEC source: 0001426232-23-000002 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,788 Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:25 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 924 | $167.00 | $154,308.00 |
DisclosureSEC source: 0001426232-22-000006 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,788 Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 01:24 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $163.61 | $0.00 |
DisclosureSEC source: 0001426232-22-000004 · edgardoc.xml · derivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2032-08-04 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 |
| August 04, 2022 Filed Aug 5, 2022 01:24 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 76 | $167.93 | $12,762.75 |
DisclosureSEC source: 0001426232-22-000004 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,712 Read SEC document |
| July 15, 2022 Filed Jul 18, 2022 19:49 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $22.07 | $0.00 |
DisclosureSEC source: 0001426232-22-000002 · edgardoc.xml · derivative · entry 3 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2022-08-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 15, 2022 Filed Jul 18, 2022 19:49 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 870 | $152.06 | $132,292.20 |
DisclosureSEC source: 0001426232-22-000002 · edgardoc.xml · nonDerivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,788 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| July 15, 2022 Filed Jul 18, 2022 19:49 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 6,000 | $22.07 | $132,420.00 |
DisclosureSEC source: 0001426232-22-000002 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,658 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 12, 2021 Filed Aug 16, 2021 18:42 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $151.94 | $0.00 |
DisclosureSEC source: 0001426232-21-000006 · edgardoc.xml · derivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2031-08-12 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 |
| August 06, 2021 Filed Aug 10, 2021 21:54 UTC | CORVEL CORP CRVL · Entity 1444 | SaleCommon Stock | 3,155 | $158.72 | $500,776.43 |
DisclosureSEC source: 0001426232-21-000004 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,658 Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 19:10 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,000 | $124.70 Strike: $21.87 | $748,200.00 |
DisclosureSEC source: 0001426232-21-000002 · edgardoc.xml · derivative · entry 3 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 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 in a series of 4 equal and successive annual installments commencing 12 months following the date of grant. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 19:10 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 1,052 | $124.70 | $131,184.40 |
DisclosureSEC source: 0001426232-21-000002 · edgardoc.xml · nonDerivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,813 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 19:10 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 6,000 | $21.87 | $131,220.00 |
DisclosureSEC source: 0001426232-21-000002 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,865 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 09, 2020 Filed Nov 12, 2020 19:30 UTC | CORVEL CORP CRVL · Entity 1444 | GiftCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001426232-20-000006 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,865 F1 · kind: Gift to charitable gift fund. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 18:22 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $79.49 | $0.00 |
DisclosureSEC source: 0001426232-20-000004 · edgardoc.xml · derivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2030-07-31 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 |
| May 21, 2020 Filed May 22, 2020 23:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,000 | $57.15 Strike: $20.08 | $342,900.00 |
DisclosureSEC source: 0001426232-20-000002 · edgardoc.xml · derivative · entry 3 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2020-08-05 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 in a series of 4 equal and successive annual installments commencing 12 months following the date of grant. Read SEC document |
| May 21, 2020 Filed May 22, 2020 23:05 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 2,108 | $57.15 | $120,472.20 |
DisclosureSEC source: 0001426232-20-000002 · edgardoc.xml · nonDerivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,090 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| May 21, 2020 Filed May 22, 2020 23:05 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 6,000 | $20.08 | $120,480.00 |
DisclosureSEC source: 0001426232-20-000002 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,198 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 9, 2019 22:55 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $87.49 | $0.00 |
DisclosureSEC source: 0001426232-19-000004 · edgardoc.xml · derivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2029-08-08 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 |
| May 08, 2019 Filed May 10, 2019 21:37 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,500 | $71.26 Strike: $12.71 | $320,670.00 |
DisclosureSEC source: 0001426232-19-000002 · edgardoc.xml · derivative · entry 3 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 shares Expires 2019-08-06 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 in a series of 4 equal and successive annual installments commencing 12 months following the date of grant. Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:37 UTC | CORVEL CORP CRVL · Entity 1444 | Tax withholdingCommon Stock | 802 | $71.26 | $57,150.52 |
DisclosureSEC source: 0001426232-19-000002 · edgardoc.xml · nonDerivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,198 F1 · kind: Shares delivered in payment of the option exercise price and/or tax liability incident to the option exercise. Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:37 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 4,500 | $12.71 | $57,195.00 |
DisclosureSEC source: 0001426232-19-000002 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 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, 2018 Filed Aug 7, 2018 00:23 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $57.35 | $0.00 |
DisclosureSEC source: 0001426232-18-000004 · edgardoc.xml · derivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2028-08-02 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 |
| June 05, 2018 Filed Jun 7, 2018 13:11 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,500 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001426232-18-000002 · edgardoc.xml · derivative · entry 2 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 shares Expires 2018-08-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Exercisable in a series of 4 equal and successive annual installments commencing 12 months following the date of grant. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 13:11 UTC | CORVEL CORP CRVL · Entity 1444 | Exercise / conversionCommon Stock | 4,500 | $15.00 | $67,500.00 |
DisclosureSEC source: 0001426232-18-000002 · edgardoc.xml · nonDerivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 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 03, 2017 Filed Aug 4, 2017 17:57 UTC | CORVEL CORP CRVL · Entity 1444 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $48.35 | $0.00 |
DisclosureSEC source: 0001426232-17-000002 · edgardoc.xml · derivative · entry 1 Macino Jean · CIK 0001426232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2027-08-03 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.