Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEMED CORPCHE · Entity 3723 | VP and Chief Legal Officer | May 11, 2020 | May 11, 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 May 11, 2020 · Filed May 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| capital stockSEC Table I · non-derivative | Direct | 2,347 |
Reported balance
After 2020-05-11 transaction · row 1
1 source rowRow 1 · 2020-05-11 · Sale · Disposed 2,200 · Balance 2,347 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 11, 2020 Filed May 11, 2020 15:47 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,200 | $430.00 | $946,000.00 |
DisclosureSEC source: 0001209191-20-028188 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,347 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 14:30 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012338 · doc4.xml · derivative · entry 6 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696 Underlying: capital stock · 494 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, 2020 to December 31, 2022. The determination of the performance level is to be made by March 15, 2023 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, 2020 to December 31, 2022. The determination of the performance level is to be made by March 15, 2023 and earned shares to be delivered thereafter. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 14:30 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012338 · doc4.xml · derivative · entry 5 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202 Underlying: capital stock · 359 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 17, 2017 vest based on achievement of performance targets over a period of January 1, 2017 to December 31, 2019. The determination of the performance level was to be made by March 15, 2020. F5 · derivative.expiration_date: PSU's awarded February 17, 2017 vest based on achievement of performance targets over a period of January 1, 2017 to December 31, 2019. The determination of the performance level was to be made by March 15, 2020. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 14:30 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012338 · doc4.xml · derivative · entry 4 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561 Underlying: capital stock · 359 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 17, 2017 vest based on achievement of performance targets over a period of January 1, 2017 to December 31, 2019. The determination of the performance level was to be made by March 15, 2020. F5 · derivative.expiration_date: PSU's awarded February 17, 2017 vest based on achievement of performance targets over a period of January 1, 2017 to December 31, 2019. The determination of the performance level was to be made by March 15, 2020. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 14:30 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 441 | $487.90 | $215,163.90 |
DisclosureSEC source: 0001209191-20-012338 · doc4.xml · nonDerivative · entry 3 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,547 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 14:30 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 593 | $487.90 | $289,324.70 |
DisclosureSEC source: 0001209191-20-012338 · doc4.xml · nonDerivative · entry 2 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,988 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, 2017 through December 31, 2019, compared to a defined peer group of companies. The Company's performance ranked in the 79th percentile of that group, yielding an award of 163.2%; including the reinvestment of dividends paid during such period, the award is 165.2% of target. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 14:30 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 727 | $487.90 | $354,703.30 |
DisclosureSEC source: 0001209191-20-012338 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,395 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, 2017 through December 31, 2019. The actual performance of 24.29% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 202.5% of target. Read SEC document |
| November 27, 2019 Filed Nov 27, 2019 15:17 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 660 | $433.50 | $286,110.00 |
DisclosureSEC source: 0001209191-19-058246 · doc4.xml · nonDerivative · entry 4 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,668 Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 15:17 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 2,400 | $306.70 Strike: $306.70 | $736,080.00 |
DisclosureSEC source: 0001209191-19-058246 · doc4.xml · derivative · entry 6 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,667 Underlying: capital stock · 2,400 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 26, 2019 Filed Nov 27, 2019 15:17 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 1,000 | $231.91 Strike: $231.91 | $231,910.00 |
DisclosureSEC source: 0001209191-19-058246 · doc4.xml · derivative · entry 5 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,067 Underlying: capital stock · 1,000 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. F2 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/03/2018 Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 15:17 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 2,743 | $430.03 | $1,179,572.29 |
DisclosureSEC source: 0001209191-19-058246 · doc4.xml · nonDerivative · entry 3 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,328 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 15:17 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 2,400 | $306.70 | $736,080.00 |
DisclosureSEC source: 0001209191-19-058246 · doc4.xml · nonDerivative · entry 2 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,071 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 26, 2019 Filed Nov 27, 2019 15:17 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,000 | $231.91 | $231,910.00 |
DisclosureSEC source: 0001209191-19-058246 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,671 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 05, 2019 Filed Nov 5, 2019 19:15 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 1,867 | $231.91 Strike: $231.91 | $432,975.97 |
DisclosureSEC source: 0001209191-19-055147 · doc4.xml · derivative · entry 6 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,067 Underlying: capital stock · 1,867 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 |
| November 05, 2019 Filed Nov 5, 2019 19:15 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 4,834 | $135.85 Strike: $135.85 | $656,698.90 |
DisclosureSEC source: 0001209191-19-055147 · doc4.xml · derivative · entry 5 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,934 Underlying: capital stock · 4,834 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 |
| November 05, 2019 Filed Nov 5, 2019 19:15 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,300 | $413.00 | $949,900.00 |
DisclosureSEC source: 0001209191-19-055147 · doc4.xml · nonDerivative · entry 4 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,671 Read SEC document |
| November 05, 2019 Filed Nov 5, 2019 19:15 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 4,382 | $412.40 | $1,807,136.80 |
DisclosureSEC source: 0001209191-19-055147 · doc4.xml · nonDerivative · entry 3 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,971 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 05, 2019 Filed Nov 5, 2019 19:15 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,867 | $231.91 | $432,975.97 |
DisclosureSEC source: 0001209191-19-055147 · doc4.xml · nonDerivative · entry 2 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,353 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 05, 2019 Filed Nov 5, 2019 19:15 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 4,834 | $135.85 | $656,698.90 |
DisclosureSEC source: 0001209191-19-055147 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,486 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 29, 2019 Filed Oct 31, 2019 15:31 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 8,000 | $413.19 Strike: $413.19 | $3,305,520.00 |
DisclosureSEC source: 0001209191-19-054589 · doc4.xml · derivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,768 Underlying: capital stock · 8,000 shares Expires 2024-10-29 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/29/2020 Read SEC document |
| February 27, 2019 Filed Feb 27, 2019 15:32 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 950 | $326.33 | $310,013.50 |
DisclosureSEC source: 0001209191-19-013932 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,652 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 554 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012891 · doc4.xml · derivative · entry 6 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,920 Underlying: capital stock · 554 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, 2019 to December 31, 2021. The determination of the performance level is to be made by March 15, 2022 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, 2019 to December 31, 2021. The determination of the performance level is to be made by March 15, 2022 and earned shares to be delivered thereafter Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012891 · doc4.xml · derivative · entry 5 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366 Underlying: capital stock · 395 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, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. F5 · derivative.expiration_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012891 · doc4.xml · derivative · entry 4 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,761 Underlying: capital stock · 395 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, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. F5 · derivative.expiration_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 415 | $322.40 | $133,796.00 |
DisclosureSEC source: 0001209191-19-012891 · doc4.xml · nonDerivative · entry 3 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,602 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 569 | $322.40 | $183,445.60 |
DisclosureSEC source: 0001209191-19-012891 · doc4.xml · nonDerivative · entry 2 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,017 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, 2016 through December 31, 2018, compared to a defined peer group of companies. The Company's performance ranked in the 70th percentile of that group, yielding an award of 141.7%; including the reinvestment of dividends paid during such period, the award is 144.0% of target. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 18:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 803 | $322.40 | $258,887.20 |
DisclosureSEC source: 0001209191-19-012891 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,448 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, 2016 through December 31, 2018. The actual performance of 20.52% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 203.3% of target. Read SEC document |
| November 07, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 3,200 | $157.36 Strike: $157.36 | $503,552.00 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · derivative · entry 9 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,768 Underlying: capital stock · 3,200 shares Expires 2020-11-06 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. F4 · derivative.exercise_date: vesting in three equal annual installments commencing 11/6/2016. Read SEC document |
| November 07, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 5,500 | $317.23 | $1,744,765.00 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · nonDerivative · entry 6 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,645 Read SEC document |
| November 07, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 2,291 | $312.83 | $716,693.53 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · nonDerivative · entry 5 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,145 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 07, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 3,200 | $157.36 | $503,552.00 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · nonDerivative · entry 4 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,436 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 06, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 2,866 | $231.91 Strike: $231.91 | $664,654.06 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · derivative · entry 8 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,968 Underlying: capital stock · 2,866 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 |
| November 06, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 4,833 | $135.85 Strike: $135.85 | $656,563.05 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · derivative · entry 7 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,834 Underlying: capital stock · 4,833 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 |
| November 06, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 5,752 | $307.91 | $1,771,098.32 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · nonDerivative · entry 3 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,236 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 06, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 2,866 | $231.91 | $664,654.06 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · nonDerivative · entry 2 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,988 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 06, 2018 Filed Nov 7, 2018 16:44 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 4,833 | $135.85 | $656,563.05 |
DisclosureSEC source: 0001209191-18-057521 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,122 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 02, 2018 Filed Nov 5, 2018 16:53 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 7,200 | $306.70 Strike: $306.70 | $2,208,240.00 |
DisclosureSEC source: 0001209191-18-057081 · doc4.xml · derivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,667 Underlying: capital stock · 7,200 shares Expires 2023-11-02 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/2/2019 Read SEC document |
| May 23, 2018 Filed May 24, 2018 12:43 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 200 | $327.13 | $65,426.00 |
DisclosureSEC source: 0001209191-18-032808 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,289 Read SEC document |
| May 22, 2018 Filed May 22, 2018 14:28 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 180 | $333.53 | $60,035.40 |
DisclosureSEC source: 0001209191-18-032189 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,489 F1 · kind: stock award tax obligation Read SEC document |
| April 25, 2018 Filed Apr 25, 2018 17:48 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 300 | $304.92 | $91,476.00 |
DisclosureSEC source: 0001209191-18-026036 · doc4.xml · nonDerivative · entry 3 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,669 Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 17:48 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 833 | $135.85 Strike: $135.85 | $113,163.05 |
DisclosureSEC source: 0001209191-18-026036 · doc4.xml · derivative · entry 4 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,467 Underlying: capital stock · 833 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 |
| April 24, 2018 Filed Apr 25, 2018 17:48 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 513 | $302.72 | $155,295.36 |
DisclosureSEC source: 0001209191-18-026036 · doc4.xml · nonDerivative · entry 2 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,969 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 17:48 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 833 | $135.85 | $113,163.05 |
DisclosureSEC source: 0001209191-18-026036 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,482 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 21, 2018 Filed Feb 21, 2018 15:32 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,050 | $257.00 | $269,850.00 |
DisclosureSEC source: 0001209191-18-011795 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,649 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 17:20 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011171 · doc4.xml · derivative · entry 6 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,156 Underlying: capital stock · 648 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: PSU's vest based on the extent to which the Company achieves certain performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level is to be made by March 15, 2021 and earned shares delivered thereafter. F7 · derivative.expiration_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level is to be made by March 15, 2021 and earned shares delivered thereafter. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 17:20 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011171 · doc4.xml · derivative · entry 5 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,508 Underlying: capital stock · 442 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 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. F5 · derivative.expiration_date: PSU's awarded February 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 17:20 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011171 · doc4.xml · derivative · entry 4 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,950 Underlying: capital stock · 442 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 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. F5 · derivative.expiration_date: PSU's awarded February 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 17:20 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 486 | $256.29 | $124,556.94 |
DisclosureSEC source: 0001209191-18-011171 · doc4.xml · nonDerivative · entry 3 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,699 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 17:20 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 901 | $256.29 | $230,917.29 |
DisclosureSEC source: 0001209191-18-011171 · doc4.xml · nonDerivative · entry 2 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,185 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, 2015 through December 31, 2017, compared to a defined peer group of companies. The Company's performance ranked in the 90th percentile of that group, yielding an award of 200%; including the reinvestment of dividends paid during such period, the award is 203.9% of target. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 17:20 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 720 | $256.29 | $184,528.80 |
DisclosureSEC source: 0001209191-18-011171 · doc4.xml · nonDerivative · entry 1 Dallob Naomi C · CIK 0001706845 · VP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,284 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, 2015 through December 31, 2017. The actual performance of 11.79% yielded an award of 159.9% of target; including the reinvestment of dividends paid during such period, the award is 163.0% of target. 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.