Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEMED CORPCHE · Entity 3723 | vice president & controller | March 02, 2017 | March 03, 2017 |
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 March 02, 2017 · Filed March 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| capital stockSEC Table I · non-derivative | Direct | 1,800 |
Reported balance
After 2017-03-02 transaction · row 1
1 source rowRow 1 · 2017-03-02 · Sale · Disposed 2,266 · Balance 1,800 |
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 |
|---|---|---|---|---|---|---|
| March 02, 2017 Filed Mar 3, 2017 18:04 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,266 | $181.00 | $410,146.00 |
DisclosureSEC source: 0001209191-17-017095 · doc4.xml · nonDerivative · entry 1 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 4,874 | $70.30 Strike: $70.30 | $342,642.20 |
DisclosureSEC source: 0001209191-17-015173 · doc4.xml · derivative · entry 6 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,800 Underlying: capital stock · 4,874 shares Expires 2023-11-08 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 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/8/2014. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 4,874 | $179.34 | $874,103.16 |
DisclosureSEC source: 0001209191-17-015173 · doc4.xml · nonDerivative · entry 4 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,066 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 4,874 | $70.30 | $342,642.20 |
DisclosureSEC source: 0001209191-17-015173 · doc4.xml · nonDerivative · entry 3 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,940 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 24, 2017 Filed Feb 28, 2017 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 4,004 | $70.30 Strike: $70.30 | $281,481.20 |
DisclosureSEC source: 0001209191-17-015173 · doc4.xml · derivative · entry 5 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,674 Underlying: capital stock · 4,004 shares Expires 2023-11-08 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 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/8/2014. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 4,004 | $179.05 | $716,916.20 |
DisclosureSEC source: 0001209191-17-015173 · doc4.xml · nonDerivative · entry 2 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,066 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 4,004 | $70.30 | $281,481.20 |
DisclosureSEC source: 0001209191-17-015173 · doc4.xml · nonDerivative · entry 1 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,070 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 17, 2017 Filed Feb 21, 2017 14:26 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 532 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012476 · doc4.xml · derivative · entry 6 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,092 Underlying: capital stock · 532 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 14:26 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012476 · doc4.xml · derivative · entry 5 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,624 Underlying: capital stock · 724 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 14:26 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 471 | $172.60 | $81,294.60 |
DisclosureSEC source: 0001209191-17-012476 · doc4.xml · nonDerivative · entry 4 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,066 F4 · kind: stock award tax obligation Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:26 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 639 | $172.60 | $110,291.40 |
DisclosureSEC source: 0001209191-17-012476 · doc4.xml · nonDerivative · entry 3 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,537 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 14:26 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,088 | $172.60 | $187,788.80 |
DisclosureSEC source: 0001209191-17-012476 · doc4.xml · nonDerivative · entry 2 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,176 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 14:26 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 854 | $172.60 | $147,400.40 |
DisclosureSEC source: 0001209191-17-012476 · doc4.xml · nonDerivative · entry 1 TUCKER ARTHUR V JR · CIK 0001230978 · vice president & controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,088 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.