Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CHESAPEAKE UTILITIES CORP
Report date February 25, 2020 · Filed February 28, 2020
Section 16 reporting ended · disclosed 2020-02-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,002 |
Reported balance
After 2020-02-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-25 · Grant · Acquired 5,526 · Balance 75,002 F1: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4. F2: The reporting individual gifted 90 shares in January 2020 but was not required to report the transaction due to his final Form 4 being effective before the gift. Since the award reported on this Form 4 requires a filing, the gifted shares are being noted in this footnote. |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 14 |
Reported balance
Holding disclosure · report date 2020-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14 |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4.
F2: The reporting individual gifted 90 shares in January 2020 but was not required to report the transaction due to his final Form 4 being effective before the gift. Since the award reported on this Form 4 requires a filing, the gifted shares are being noted in this footnote.
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 16, 2018 Filed May 18, 2018 22:28 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 935 | $76.63 | $71,644.38 |
DisclosureSEC source: 0001228532-18-000033 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 13,255 F1 · shares: The reporting person beneficially owned 14,190 shares through the issuer's 401k Plan prior to the two sales on this filing (935 and 1,252 shares, respectively). The shares were sold based upon personal planning considerations to provide for diversification within his overall portfolio. After the sales, the reporting person beneficially owns 12,003 shares through the 401k Plan and 73,605 share directly as shown on this filing. Read SEC document |
| May 15, 2018 Filed May 16, 2018 23:09 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 800 | $76.89 | $61,511.60 |
DisclosureSEC source: 0001228532-18-000032 · primary_doc.xml · nonDerivative · entry 2 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 14,190 F1 · shares: The reporting person beneficially owned 16,184 shares through the issuer's 401k Plan prior to the two sales on this filing (1,194 and 800 shares, respectively). The shares were sold based upon personal planning considerations to provide for diversification within his overall portfolio. After the sales, the reporting person beneficially owns 14,190 shares through the 401k Plan and 73,605 share directly as shown on this filing. Read SEC document |
| May 14, 2018 Filed May 16, 2018 23:09 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 1,194 | $76.69 | $91,569.05 |
DisclosureSEC source: 0001228532-18-000032 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 14,990 F1 · shares: The reporting person beneficially owned 16,184 shares through the issuer's 401k Plan prior to the two sales on this filing (1,194 and 800 shares, respectively). The shares were sold based upon personal planning considerations to provide for diversification within his overall portfolio. After the sales, the reporting person beneficially owns 14,190 shares through the 401k Plan and 73,605 share directly as shown on this filing. Read SEC document |
| May 11, 2018 Filed May 14, 2018 19:49 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 1,021 | $76.30 | $77,897.20 |
DisclosureSEC source: 0001228532-18-000031 · primary_doc.xml · nonDerivative · entry 2 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 16,184 F1 · shares: The reporting person beneficially owned 18,340 shares through the issuer's 401k Plan prior to the two sales on this filing (1,135 and 1,021 shares, respectively). The shares were sold based upon personal planning considerations to provide for diversification within his overall portfolio. After the sales, the reporting person beneficially owns 16,184 shares through the 401k Plan and 73,605 share directly as shown on this filing. F2 · balance_after: Includes 103 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| May 10, 2018 Filed May 14, 2018 19:49 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 1,135 | $76.50 | $86,821.83 |
DisclosureSEC source: 0001228532-18-000031 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 17,205 F1 · shares: The reporting person beneficially owned 18,340 shares through the issuer's 401k Plan prior to the two sales on this filing (1,135 and 1,021 shares, respectively). The shares were sold based upon personal planning considerations to provide for diversification within his overall portfolio. After the sales, the reporting person beneficially owns 16,184 shares through the 401k Plan and 73,605 share directly as shown on this filing. F2 · balance_after: Includes 103 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 20:31 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 2,002 | $73.21 | $146,568.42 |
DisclosureSEC source: 0001228532-18-000021 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 18,237 F1 · shares: The reporting person beneficially owned 20,239 shares through the issuer's 401k Plan prior to the sale of 2,002 shares. The shares were sold based upon personal planning considerations to provide for diversification within his overall portfolio. After the sale, the reporting person beneficially owns 18,237 shares through the 401k Plan and 73,605 share directly as shown on this filing. Read SEC document |
| March 21, 2018 Filed Mar 22, 2018 20:48 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 1,483 | $72.22 | $107,102.26 |
DisclosureSEC source: 0001228532-18-000020 · primary_doc.xml · nonDerivative · entry 2 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 20,239 F1 · shares: The reporting person beneficially owned 22,502 shares through the issuer's 401k Plan prior to the two sales of 780 and 1,483 shares, respectively. The shares were sold based upon personal planning considerations to provide for diversification within his overall portfolio. After the sales, the reporting person beneficially owns 20,239 shares through the 401k Plan and 73,605 share directly as shown on this filing. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:48 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 780 | $72.07 | $56,212.26 |
DisclosureSEC source: 0001228532-18-000020 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 21,722 F1 · shares: The reporting person beneficially owned 22,502 shares through the issuer's 401k Plan prior to the two sales of 780 and 1,483 shares, respectively. The shares were sold based upon personal planning considerations to provide for diversification within his overall portfolio. After the sales, the reporting person beneficially owns 20,239 shares through the 401k Plan and 73,605 share directly as shown on this filing. Read SEC document |
| February 28, 2018 Filed Feb 28, 2018 23:07 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 4,612 | $68.85 | $317,536.20 |
DisclosureSEC source: 0001228532-18-000016 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,362 F1 · shares: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4 or a subsequently filed Form 4. Read SEC document |
| February 26, 2018 Filed Mar 22, 2018 19:25 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 1,757 | $68.85 | $120,969.45 |
DisclosureSEC source: 0001228532-18-000019 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,605 F1 · date: On the Form 4 filed for the reporting person on February 28, 2018, the transaction date of February 28, 2018 was reported for the individual's Award but should have been February 26, 2018. F2 · shares: As reported on the Form 4 dated February 28, 2018, 4,612 shares were awarded to the reporting person on February 26, 2018. This Amendment is to disclose the tax liability of 1,757 shares associated with the shares awarded. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 02:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 6,280 | $67.40 | $423,272.00 |
DisclosureSEC source: 0001228532-17-000014 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,431 F1 · shares: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4 or a subsequently filed Form 4. Read SEC document |
| February 23, 2017 Filed Feb 10, 2018 02:06 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 2,681 | $67.40 | $180,699.40 |
DisclosureSEC source: 0001228532-18-000007 · primary_doc.xml · nonDerivative · entry 1 THOMPSON STEPHEN C · CIK 0001228535 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,750 F1 · shares: As reported on February 27, 2017, the reporting person received an equity award from the issuer on February 23, 2017 of 6,280 shares. After deducting 2,681 shares attributable to the tax liability associated with the award, the reporting person received 3,599 shares. 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.