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 28, 2017 Filed Nov 30, 2017 14:36 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 35,000 | $65.17 Strike: $65.17 | $2,280,950.00 |
DisclosureSEC source: 0001209191-17-062968 · doc4.xml · derivative · entry 5 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,406 Underlying: capital stock · 35,000 shares Expires 2021-02-18 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 02/18/2012. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 14:36 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 10,000 | $240.92 | $2,409,200.00 |
DisclosureSEC source: 0001209191-17-062968 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,770 Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 14:36 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 21,087 | $240.25 | $5,066,151.75 |
DisclosureSEC source: 0001209191-17-062968 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,770 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 14:36 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 35,000 | $65.17 | $2,280,950.00 |
DisclosureSEC source: 0001209191-17-062968 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,857 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, 2017 Filed Nov 6, 2017 16:19 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 20,000 | $231.91 Strike: $231.91 | $4,638,200.00 |
DisclosureSEC source: 0001209191-17-059364 · doc4.xml · derivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,406 Underlying: capital stock · 20,000 shares Expires 2022-11-03 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/03/2018 Read SEC document |
| October 17, 2017 Filed Oct 18, 2017 22:04 UTC | REGIS CORP RGS · Entity 8808 | GrantCommon Stock | 11,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000716643-17-000078 · wf-form4_150836428108522.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,861 F1 · shares: The Reporting Person was awarded a grant of 11,566 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of RGS common stock. Read SEC document |
| May 22, 2017 Filed May 22, 2017 19:34 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 463 | $198.86 | $92,072.18 |
DisclosureSEC source: 0001209191-17-034242 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,857 F1 · kind: stock award tax obligation Read SEC document |
| May 08, 2017 Filed May 10, 2017 21:32 UTC | REGIS CORP RGS · Entity 8808 | PurchaseCommon Stock | 10,000 | $9.61 | $96,125.00 |
DisclosureSEC source: 0000716643-17-000022 · wf-form4_149445196125535.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,295 F1 · price: Reflects the weighted average price of 10,000 shares of common stock of Issuer purchased by the Reporting Person in multiple transactions on May 8, 2017 with prices ranging from $9.25 to $9.71 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 purchased at each separate price. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:27 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 1,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012478 · doc4.xml · derivative · entry 7 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,912 Underlying: capital stock · 1,726 shares Expires not disclosed F7 · derivative.exercise_price: each performance stock unit represents a contingent right to receive one share of Chemed capital stock F8 · derivative.exercise_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2017 - December 31, 2019. The determination of the performance level is to be made by March 15, 2020 and earned shares to be delivered thereafter F8 · derivative.expiration_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2017 - December 31, 2019. The determination of the performance level is to be made by March 15, 2020 and earned shares to be delivered thereafter Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012478 · doc4.xml · derivative · entry 6 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,186 Underlying: capital stock · 1,064 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. F5 · 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. F6 · derivative.exercise_date: PSU's awarded November 7, 2014 vest based on achievement of performance targets over a period of January 1, 2014 to December 31, 2016. The determination of the performance level was to be made by March 15, 2017. F6 · derivative.expiration_date: PSU's awarded November 7, 2014 vest based on achievement of performance targets over a period of January 1, 2014 to December 31, 2016. The determination of the performance level was to be made by March 15, 2017. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 1,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012478 · doc4.xml · derivative · entry 5 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: capital stock · 1,447 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. F5 · 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. F6 · derivative.exercise_date: PSU's awarded November 7, 2014 vest based on achievement of performance targets over a period of January 1, 2014 to December 31, 2016. The determination of the performance level was to be made by March 15, 2017. F6 · derivative.expiration_date: PSU's awarded November 7, 2014 vest based on achievement of performance targets over a period of January 1, 2014 to December 31, 2016. The determination of the performance level was to be made by March 15, 2017. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:27 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 1,439 | $172.60 | $248,371.40 |
DisclosureSEC source: 0001209191-17-012478 · doc4.xml · nonDerivative · entry 4 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,320 F4 · kind: stock award tax obligation Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:27 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 1,605 | $172.60 | $277,023.00 |
DisclosureSEC source: 0001209191-17-012478 · doc4.xml · nonDerivative · entry 3 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,759 F3 · kind: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 2,177 | $172.60 | $375,750.20 |
DisclosureSEC source: 0001209191-17-012478 · doc4.xml · nonDerivative · entry 2 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,364 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 · kind: The number of PSU's that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2014 through December 31, 2016, compared to a defined peer group of companies. The Company's performance ranked in the 91st percentile of that group, yielding an award of 200%; including the reinvestment of dividends paid during such period, the award is 204.6% of target. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,707 | $172.60 | $294,628.20 |
DisclosureSEC source: 0001209191-17-012478 · doc4.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,187 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 · kind: 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, 2014 through December 31, 2016. The actual performance of 8.23% yielded an award of 115.4% of target; including the reinvestment of dividends paid during such period, the award is 118.0% of target. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 15:59 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 31,150 | $135.85 Strike: $135.85 | $4,231,727.50 |
DisclosureSEC source: 0001209191-16-148523 · doc4.xml · derivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,406 Underlying: capital stock · 31,150 shares Expires 2021-11-04 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/04/2017 Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 21:10 UTC | REGIS CORP RGS · Entity 8808 | GrantCommon Stock | 14,498 | $0.00 | $0.00 |
DisclosureSEC source: 0000716643-16-000108 · wf-form4_147691141714076.xml · nonDerivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,295 F1 · shares: The Reporting Person was awarded a grant of 14,498 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of RGS common stock. Read SEC document |
| March 11, 2005 Filed Nov 6, 2023 17:49 UTC Amendment | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 25,000 | $38.13 Strike: $38.13 | $953,250.00 |
DisclosureSEC source: 0001209191-23-054471 · doc4a.xml · derivative · entry 1 WILLIAMS DAVID PATRICK · CIK 0001283114 · executive vice president & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,500 Underlying: capital stock · 25,000 shares Expires 2015-03-11 F1 · shares: This stock option grant was originally filed on 3/11/2005 and was never adjusted to reflect the stock split on 5/10/2005. This amendment updates the exercisable amount and exercise price. These options were exercised on 12/8/2010 and were reflected in a Form 4 filing. 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.