person · Reporting owner
WILLIAMS DAVID PATRICK
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEMED CORPCHE · Entity 3723 | executive vice president & CFO | November 13, 2023 | November 15, 2023 |
| REGIS CORPRGS · Entity 8808 | Director | September 11, 2020 | September 14, 2020 |
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.
CHEMED CORP
Report date November 13, 2023 · Filed November 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| capital stockSEC Table I · non-derivative | Direct | 5,826 |
Ending reported balance
After 2023-11-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-13 · Sale · Disposed 3,814 · Balance 7,012 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $585.50 to $587.13. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Row 2 · 2023-11-14 · Sale · Disposed 1,186 · Balance 5,826 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $585.50 to $587.13. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4.
REGIS CORP
Report date September 11, 2020 · Filed September 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,004 |
Reported balance
After 2020-09-11 transaction · row 1
1 source rowRow 1 · 2020-09-11 · Sale · Disposed 40,000 · Balance 76,004 F1: Reflects the weighted average price of 40,000 shares of common stock of Issuer sold by the Reporting Person in multiple transactions on September 11, 2020 with prices ranging from $6.14 to $6.28 per share. The Reporting Person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average price of 40,000 shares of common stock of Issuer sold by the Reporting Person in multiple transactions on September 11, 2020 with prices ranging from $6.14 to $6.28 per share. The Reporting Person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| November 14, 2023 Filed Nov 15, 2023 16:27 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,186 | $586.08 | $695,090.88 |
DisclosureSEC source: 0001209191-23-055282 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,826 Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 16:27 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 3,814 | $586.32 | $2,236,224.48 |
DisclosureSEC source: 0001209191-23-055282 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,012 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $585.50 to $587.13. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 17:25 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 5,000 | $580.79 | $2,903,950.00 |
DisclosureSEC source: 0001209191-23-054945 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,826 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $580.50 to $581.00. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 07, 2023 Filed Nov 8, 2023 16:26 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 6,000 | $583.85 | $3,503,100.00 |
DisclosureSEC source: 0001209191-23-054668 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,826 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $583.00 to $585.03. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 6,024 | $462.04 Strike: $462.04 | $2,783,328.96 |
DisclosureSEC source: 0001209191-23-054481 · doc4.xml · derivative · entry 7 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,248 Underlying: capital stock · 6,024 shares Expires 2027-10-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/31/2023 Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 12,396 | $445.35 Strike: $445.35 | $5,520,558.60 |
DisclosureSEC source: 0001209191-23-054481 · doc4.xml · derivative · entry 6 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,272 Underlying: capital stock · 12,396 shares Expires 2026-10-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/28/2022. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 16,815 | $471.74 Strike: $471.74 | $7,932,308.10 |
DisclosureSEC source: 0001209191-23-054481 · doc4.xml · derivative · entry 5 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,668 Underlying: capital stock · 16,815 shares Expires 2025-10-29 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: Vesting in three equal annual installments commencing 10/29/2021 Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 31,141 | $578.39 | $18,011,642.99 |
DisclosureSEC source: 0001209191-23-054481 · doc4.xml · nonDerivative · entry 4 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,826 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 6,024 | $462.04 | $2,783,328.96 |
DisclosureSEC source: 0001209191-23-054481 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,967 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 03, 2023 Filed Nov 6, 2023 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 12,396 | $445.35 | $5,520,558.60 |
DisclosureSEC source: 0001209191-23-054481 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,943 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 03, 2023 Filed Nov 6, 2023 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 16,815 | $471.74 | $7,932,308.10 |
DisclosureSEC source: 0001209191-23-054481 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,547 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 01, 2023 Filed Nov 2, 2023 19:45 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 5,000 | $568.87 | $2,844,350.00 |
DisclosureSEC source: 0001209191-23-054111 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,732 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $566.00 to $571.45. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 19:45 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 15,100 | $413.19 Strike: $413.19 | $6,239,169.00 |
DisclosureSEC source: 0001209191-23-054111 · doc4.xml · derivative · entry 4 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,983 Underlying: capital stock · 15,100 shares Expires 2024-10-29 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: Vesting in three equal annual installments commencing 10/29/2020 Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 19:45 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 15,100 | $413.19 | $6,239,169.00 |
DisclosureSEC source: 0001209191-23-054111 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,732 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 |
| October 31, 2023 Filed Nov 2, 2023 19:45 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 12,811 | $562.32 | $7,203,881.52 |
DisclosureSEC source: 0001209191-23-054111 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,632 Read SEC document |
| March 20, 2023 Filed Mar 21, 2023 17:54 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 4,000 | $523.25 | $2,093,000.00 |
DisclosureSEC source: 0001209191-23-020178 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,443 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $521.50 to $526.24. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:48 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011539 · doc4.xml · derivative · entry 6 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,494 Underlying: capital stock · 1,602 shares Expires not disclosed F6 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of Chemed Capital Stock F7 · derivative.exercise_date: Performance share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026 and earned shares to be delivered thereafter. F7 · derivative.expiration_date: Performance share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026 and earned shares to be delivered thereafter. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:48 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011539 · doc4.xml · derivative · entry 5 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,892 Underlying: capital stock · 515 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each PSU reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. F5 · derivative.expiration_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:48 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011539 · doc4.xml · derivative · entry 4 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,407 Underlying: capital stock · 515 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each PSU reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. F5 · derivative.expiration_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:48 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 714 | $515.12 | $367,795.68 |
DisclosureSEC source: 0001209191-23-011539 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,443 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:48 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 592 | $515.12 | $304,951.04 |
DisclosureSEC source: 0001209191-23-011539 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,157 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 · shares: The number of PSUs that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2020 through December 31, 2022, compared to a defined peer group of companies. The Company's performance ranked in the 55.6th percentile of that group, yielding an award of 113.89%; including the reinvestment of dividends paid during such period, the award is 115% of target. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 18:48 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,040 | $515.12 | $535,724.80 |
DisclosureSEC source: 0001209191-23-011539 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,565 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 · shares: The number of performance share units ("PSUs") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2020 through December 31, 2022. The actual performance of 12.67% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 202% of target. Read SEC document |
| November 14, 2022 Filed Nov 14, 2022 20:29 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 15,500 | $306.70 Strike: $306.70 | $4,753,850.00 |
DisclosureSEC source: 0001209191-22-056548 · doc4.xml · derivative · entry 4 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,083 Underlying: capital stock · 15,500 shares Expires 2023-11-02 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. F3 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/2/2019 Read SEC document |
| November 14, 2022 Filed Nov 14, 2022 20:29 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 12,135 | $494.55 | $6,001,364.25 |
DisclosureSEC source: 0001209191-22-056548 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,525 F2 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 14, 2022 Filed Nov 14, 2022 20:29 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 15,500 | $306.70 | $4,753,850.00 |
DisclosureSEC source: 0001209191-22-056548 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,660 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 10, 2022 Filed Nov 14, 2022 20:29 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 8,000 | $497.31 | $3,978,480.00 |
DisclosureSEC source: 0001209191-22-056548 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,160 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $495.00 to $499.50. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 19:35 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 500 | $491.00 | $245,500.00 |
DisclosureSEC source: 0001209191-22-056348 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,160 Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 19:35 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $493.00 | $493,000.00 |
DisclosureSEC source: 0001209191-22-056348 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,660 Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 14:33 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 18,072 | $462.04 Strike: $462.04 | $8,349,986.88 |
DisclosureSEC source: 0001209191-22-055183 · doc4.xml · derivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,583 Underlying: capital stock · 18,072 shares Expires 2027-10-31 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/31/2023 Read SEC document |
| May 13, 2022 Filed May 16, 2022 19:25 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 24,000 | $106.59 Strike: $106.59 | $2,558,160.00 |
DisclosureSEC source: 0001209191-22-029104 · doc4.xml · derivative · entry 4 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,511 Underlying: capital stock · 24,000 shares Expires 2024-11-07 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. F3 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/7/2015 Read SEC document |
| May 13, 2022 Filed May 16, 2022 19:25 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 12,000 | $500.85 | $6,010,200.00 |
DisclosureSEC source: 0001209191-22-029104 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,660 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $498.78 to $502.87. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in footnote (2) to this Form 4. Read SEC document |
| May 13, 2022 Filed May 16, 2022 19:25 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 13,196 | $502.05 | $6,625,051.80 |
DisclosureSEC source: 0001209191-22-029104 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,660 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| May 13, 2022 Filed May 16, 2022 19:25 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 24,000 | $106.59 | $2,558,160.00 |
DisclosureSEC source: 0001209191-22-029104 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,856 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 06, 2022 Filed May 6, 2022 17:35 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 20,000 | $231.91 Strike: $231.91 | $4,638,200.00 |
DisclosureSEC source: 0001209191-22-027510 · doc4.xml · derivative · entry 4 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,511 Underlying: capital stock · 20,000 shares Expires 2022-11-03 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. F3 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/03/2018 Read SEC document |
| May 06, 2022 Filed May 6, 2022 17:35 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 4,000 | $500.38 | $2,001,520.00 |
DisclosureSEC source: 0001209191-22-027510 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,856 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $500.00 to $501.002. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| May 06, 2022 Filed May 6, 2022 17:35 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 13,873 | $499.83 | $6,934,141.59 |
DisclosureSEC source: 0001209191-22-027510 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,856 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| May 06, 2022 Filed May 6, 2022 17:35 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 20,000 | $231.91 | $4,638,200.00 |
DisclosureSEC source: 0001209191-22-027510 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,729 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 18, 2022 Filed Feb 23, 2022 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 1,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012067 · doc4.xml · derivative · entry 6 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,922 Underlying: capital stock · 1,566 shares Expires not disclosed F6 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of Chemed Capital Stock F7 · derivative.exercise_date: Performance stock units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025 and earned shares to be delivered thereafter. F7 · derivative.expiration_date: Performance stock units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025 and earned shares to be delivered thereafter. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012067 · doc4.xml · derivative · entry 5 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,366 Underlying: capital stock · 639 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each PSU reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. F5 · derivative.expiration_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012067 · doc4.xml · derivative · entry 4 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,005 Underlying: capital stock · 639 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each PSU reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. F5 · derivative.expiration_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 933 | $459.77 | $428,965.41 |
DisclosureSEC source: 0001209191-22-012067 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,729 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 841 | $459.77 | $386,666.57 |
DisclosureSEC source: 0001209191-22-012067 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,662 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 · shares: The number of PSU's that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2019 through December 31, 2021, compared to a defined peer group of companies. The Company's performance ranked in the 63rd percentile of that group, yielding an award of 130.26%; including the reinvestment of dividends paid during such period, the award is 131.6% of target. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,291 | $459.77 | $593,563.07 |
DisclosureSEC source: 0001209191-22-012067 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,821 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 · shares: The number of performance share units ("PSU's") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2019 through December 31, 2021. The actual performance of 18.63% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 202.0% of target. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 17:42 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 18,596 | $445.35 Strike: $445.35 | $8,281,728.60 |
DisclosureSEC source: 0001209191-21-062314 · doc4.xml · derivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,511 Underlying: capital stock · 18,596 shares Expires 2026-10-28 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/28/2022. Read SEC document |
| June 11, 2021 Filed Jun 11, 2021 16:56 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 10,384 | $135.85 Strike: $135.85 | $1,410,666.40 |
DisclosureSEC source: 0001209191-21-039781 · doc4.xml · derivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,915 Underlying: capital stock · 10,384 shares Expires 2021-11-04 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: Vesting in three equal annual installments commencing 11/04/2017 Read SEC document |
| June 11, 2021 Filed Jun 11, 2021 16:56 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 6,113 | $484.64 | $2,962,604.32 |
DisclosureSEC source: 0001209191-21-039781 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,530 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| June 11, 2021 Filed Jun 11, 2021 16:56 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 10,384 | $135.85 | $1,410,666.40 |
DisclosureSEC source: 0001209191-21-039781 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,643 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 19, 2021 Filed Feb 23, 2021 20:32 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013127 · doc4.xml · derivative · entry 7 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,644 Underlying: capital stock · 1,336 shares Expires not disclosed F6 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of Chemed Capital Stock F7 · derivative.exercise_date: Performance stock units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2021 to December 31, 2023. The determination of the performance level is to be made by March 15, 2024 and earned shares to be delivered thereafter. F7 · derivative.expiration_date: Performance stock units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2021 to December 31, 2023. The determination of the performance level is to be made by March 15, 2024 and earned shares to be delivered thereafter. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:32 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013127 · doc4.xml · derivative · entry 6 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,308 Underlying: capital stock · 786 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each PSU reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 16, 2018 vest based on achievement of performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level was to be made by March 15, 2021. F5 · derivative.expiration_date: PSU's awarded February 16, 2018 vest based on achievement of performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level was to be made by March 15, 2021. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:32 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013127 · doc4.xml · derivative · entry 5 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,094 Underlying: capital stock · 786 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each PSU reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 16, 2018 vest based on achievement of performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level was to be made by March 15, 2021. F5 · derivative.expiration_date: PSU's awarded February 16, 2018 vest based on achievement of performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level was to be made by March 15, 2021. 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.