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 |
|---|---|---|---|---|---|---|
| November 27, 2017 Filed Nov 27, 2017 16:56 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 3,200 | $106.59 Strike: $106.59 | $341,088.00 |
DisclosureSEC source: 0001209191-17-062507 · 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: 22,300 Underlying: capital stock · 3,200 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. F2 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/7/2015 Read SEC document |
| November 27, 2017 Filed Nov 27, 2017 16:56 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 950 | $240.38 | $228,361.00 |
DisclosureSEC source: 0001209191-17-062507 · 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: 6,564 Read SEC document |
| November 27, 2017 Filed Nov 27, 2017 16:56 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 2,233 | $239.12 | $533,954.96 |
DisclosureSEC source: 0001209191-17-062507 · 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: 7,514 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 27, 2017 Filed Nov 27, 2017 16:56 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 3,200 | $106.59 | $341,088.00 |
DisclosureSEC source: 0001209191-17-062507 · 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: 9,747 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 08, 2017 Filed Nov 8, 2017 16:40 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,900 | $231.00 | $438,900.00 |
DisclosureSEC source: 0001209191-17-059679 · 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: 6,547 Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 16:40 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 6,400 | $157.36 Strike: $157.36 | $1,007,104.00 |
DisclosureSEC source: 0001209191-17-059679 · 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: 25,500 Underlying: capital stock · 6,400 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. F3 · derivative.exercise_date: vesting in three equal annual installments commencing 11/6/2016. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 16:40 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 4,000 | $135.85 Strike: $135.85 | $543,400.00 |
DisclosureSEC source: 0001209191-17-059679 · 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: 31,900 Underlying: capital stock · 4,000 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 07, 2017 Filed Nov 8, 2017 16:40 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 5,281 | $231.59 | $1,223,026.79 |
DisclosureSEC source: 0001209191-17-059679 · 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: 8,447 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 16:40 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 6,400 | $157.36 | $1,007,104.00 |
DisclosureSEC source: 0001209191-17-059679 · 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: 13,728 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 07, 2017 Filed Nov 8, 2017 16:40 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 3,098 | $231.59 | $717,465.82 |
DisclosureSEC source: 0001209191-17-059679 · 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: 7,328 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 16:40 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 4,000 | $135.85 | $543,400.00 |
DisclosureSEC source: 0001209191-17-059679 · 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: 10,426 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 16:16 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 8,600 | $231.91 Strike: $231.91 | $1,994,426.00 |
DisclosureSEC source: 0001209191-17-059362 · 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: 35,900 Underlying: capital stock · 8,600 shares Expires 2022-11-03 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/03/2018 Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 18:13 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 750 | $222.09 | $166,567.50 |
DisclosureSEC source: 0001209191-17-058569 · 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: 6,426 Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 18:13 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 2,700 | $106.59 Strike: $106.59 | $287,793.00 |
DisclosureSEC source: 0001209191-17-058569 · 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: 27,300 Underlying: capital stock · 2,700 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. F2 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/7/2015 Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 18:13 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 1,921 | $226.34 | $434,799.14 |
DisclosureSEC source: 0001209191-17-058569 · 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: 7,176 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| October 30, 2017 Filed Nov 1, 2017 18:13 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 2,700 | $106.59 | $287,793.00 |
DisclosureSEC source: 0001209191-17-058569 · 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: 9,097 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.