Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEMED CORPCHE · Entity 3723 | executive vice president | September 30, 2026 | October 01, 2026 |
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 September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Capital StockSEC Table I · non-derivative | Direct | 14,851 |
Ending reported balance
After 2026-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Exercise / conversion · Acquired 12,099 · Balance 26,011 Row 2 · 2026-09-30 · Tax withholding · Disposed 11,160 · Balance 14,851 F1: Payment of purchase price and tax obligation on stock option exercise. |
| Stock Option (right to buy with tandem tax withholding)SEC Table II · derivative / convertible security · Conversion / exercise price $445.35 · Expires 2026-10-28 | Direct | 16,097 |
Reported balance
After 2026-09-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-30 · Exercise / conversion · Disposed 12,099 · Balance 16,097 F2: Vesting in three equal annual installments commencing 10/28/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of purchase price and tax obligation on stock option exercise.
F2: Vesting in three equal annual installments commencing 10/28/2022.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 1, 2026 21:06 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionStock Option (right to buy with tandem tax withholding) · Derivative | 12,099 | $445.35 Strike: $445.35 | $5,388,289.65 |
DisclosureSEC source: 0001193125-26-410313 · ownership.xml · derivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,097 Underlying: Capital Stock · 12,099 shares Expires 2026-10-28 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 10/28/2022. Read SEC document |
| September 30, 2026 Filed Oct 1, 2026 21:06 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 11,160 | $508.93 | $5,679,658.80 |
DisclosureSEC source: 0001193125-26-410313 · ownership.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,851 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| September 30, 2026 Filed Oct 1, 2026 21:06 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 12,099 | $445.35 | $5,388,289.65 |
DisclosureSEC source: 0001193125-26-410313 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,011 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 |
| August 21, 2026 Filed Aug 24, 2026 13:56 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 1,000 | $541.04 | $541,040.00 |
DisclosureSEC source: 0001193125-26-362146 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,912 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:50 UTC | CHEMED CORP CHE · Entity 3723 | GrantPerformance Stock Units · Derivative | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054949 · ownership.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,524 Underlying: Capital Stock · 960 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, 2026 to December 31, 2028. The determination of the performance level is to be made by March 15, 2029 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, 2026 to December 31, 2028. The determination of the performance level is to be made by March 15, 2029 and earned shares to be delivered thereafter. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:50 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054949 · ownership.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 Underlying: Capital Stock · 402 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. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 17, 2023 vest based on achievement of performance targets over a period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026. F5 · derivative.expiration_date: PSUs awarded February 17, 2023 vest based on achievement of performance targets over a period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:50 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054949 · ownership.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,966 Underlying: Capital Stock · 402 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. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 17, 2023 vest based on achievement of performance targets over a period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026. F5 · derivative.expiration_date: PSUs awarded February 17, 2023 vest based on achievement of performance targets over a period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:50 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 154 | $469.56 | $72,312.24 |
DisclosureSEC source: 0001193125-26-054949 · ownership.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,912 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:50 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 0 | $469.56 | $0.00 |
DisclosureSEC source: 0001193125-26-054949 · ownership.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,066 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 PSUs that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2023 through December 31, 2025, compared to a defined peer group of companies. The Company's performance ranked in the 7th percentile of that group, yielding an award of 0%; including the reinvestment of dividends paid during such period, the award is 0% of target. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:50 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 499 | $469.56 | $234,310.44 |
DisclosureSEC source: 0001193125-26-054949 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,066 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 stock units ("PSUs") that vested was based on the Company's cumulative adjusted earnings per share for the period January 1, 2023 through December 31, 2025. The actual performance of $67.67 exceeded the maximum payout threshold of $66.46 and therefore yielded an award of 123% of target; including the reinvestment of dividends paid during such period, the award is 124.1% of target. Read SEC document |
| November 19, 2025 Filed Nov 19, 2025 20:55 UTC | CHEMED CORP CHE · Entity 3723 | GiftCapital Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-288067 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,567 Read SEC document |
| October 21, 2025 Filed Oct 22, 2025 20:36 UTC | CHEMED CORP CHE · Entity 3723 | GrantStock Option (right to buy with tandem tax withholding) · Derivative | 12,759 | $443.79 Strike: $443.79 | $5,662,316.61 |
DisclosureSEC source: 0001193125-25-246890 · ownership.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,196 Underlying: Capital Stock · 12,759 shares Expires 2030-10-21 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/21/2026 Read SEC document |
| May 16, 2025 Filed May 19, 2025 13:58 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 1,500 | $577.99 | $866,985.00 |
DisclosureSEC source: 0000950170-25-073997 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,627 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $577.39 to $578.70. The reporting person undertakes to provide 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) of this Form 4. Read SEC document |
| May 07, 2025 Filed May 8, 2025 13:13 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 1,500 | $577.86 | $866,790.00 |
DisclosureSEC source: 0000950170-25-066452 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,127 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $575.93 to $579.18. The reporting person undertakes to provide 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) of this Form 4. Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 20:28 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 1,326 | $592.25 | $785,323.50 |
DisclosureSEC source: 0000950170-25-030758 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,627 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $587.36 to $599.61. 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) of this Form 4. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:22 UTC | CHEMED CORP CHE · Entity 3723 | GrantPerformance Stock Units · Derivative | 822 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022483 · ownership.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,368 Underlying: Capital Stock · 822 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, 2025 to December 31, 2027. The determination of the performance level is to be made by March 15, 2028 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, 2025 to December 31, 2027. The determination of the performance level is to be made by March 15, 2028 and earned shares to be delivered thereafter. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:22 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022483 · ownership.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,546 Underlying: Capital Stock · 408 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. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 18, 2022 vest based on achievement of performance targets over a period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025. F5 · derivative.expiration_date: PSUs awarded February 18, 2022 vest based on achievement of performance targets over a period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:22 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022483 · ownership.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,954 Underlying: Capital Stock · 408 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. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 18, 2022 vest based on achievement of performance targets over a period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025. F5 · derivative.expiration_date: PSUs awarded February 18, 2022 vest based on achievement of performance targets over a period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:22 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 342 | $553.39 | $189,259.38 |
DisclosureSEC source: 0000950170-25-022483 · ownership.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,953 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:22 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 249 | $553.39 | $137,794.11 |
DisclosureSEC source: 0000950170-25-022483 · ownership.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,295 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 PSUs that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2022 through December 31, 2024, compared to a defined peer group of companies. The Company's performance ranked in the 31.3 percentile of that group, yielding an award of 60.4%; including the reinvestment of dividends paid during such period, the award is 61.0% of target. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:22 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 824 | $553.39 | $455,993.36 |
DisclosureSEC source: 0000950170-25-022483 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,046 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 performace stock units ("PSUs") that vested was based on the Company's cumulative adjusted earnings per share for the period January 1, 2022 through December 31, 2024. The actual performance of $64.97 exceeded the maximum payout threshold of $63.75 and therefore yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 202.0% of target. Read SEC document |
| December 02, 2024 Filed Dec 2, 2024 15:01 UTC | CHEMED CORP CHE · Entity 3723 | GiftCapital Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-132011 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,222 Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 15:38 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 732 | $575.62 | $421,356.04 |
DisclosureSEC source: 0000950170-24-131724 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,287 Read SEC document |
| November 22, 2024 Filed Nov 22, 2024 18:37 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 1,000 | $565.71 | $565,710.00 |
DisclosureSEC source: 0000950170-24-130082 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,019 Read SEC document |
| October 22, 2024 Filed Oct 23, 2024 19:15 UTC | CHEMED CORP CHE · Entity 3723 | GrantStock Option (right to buy with tandem tax withholding) · Derivative | 9,105 | $597.70 Strike: $597.70 | $5,442,058.50 |
DisclosureSEC source: 0000950170-24-116589 · ownership.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,542 Underlying: Capital Stock · 9,105 shares Expires 2029-10-22 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/22/2025 Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 18:13 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionStock Option (right to buy with tandem tax withholding) · Derivative | 9,000 | $413.19 Strike: $413.19 | $3,718,710.00 |
DisclosureSEC source: 0000950170-24-094554 · ownership.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,437 Underlying: Capital Stock · 9,000 shares Expires 2024-10-29 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 10/29/2020 Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 18:13 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 7,592 | $578.31 | $4,390,529.52 |
DisclosureSEC source: 0000950170-24-094554 · ownership.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,019 Read SEC document |
| August 09, 2024 Filed Aug 9, 2024 18:13 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 9,000 | $413.19 | $3,718,710.00 |
DisclosureSEC source: 0000950170-24-094554 · ownership.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,611 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 |
| August 08, 2024 Filed Aug 9, 2024 18:13 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 1,016 | $580.48 | $589,767.68 |
DisclosureSEC source: 0000950170-24-094554 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,611 Read SEC document |
| April 30, 2024 Filed May 1, 2024 15:22 UTC | CHEMED CORP CHE · Entity 3723 | GiftCapital Stock | 1,133 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-050986 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,627 Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 15:43 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionStock Option (right to buy with tandem tax withholding) · Derivative | 13,000 | $106.59 Strike: $106.59 | $1,385,670.00 |
DisclosureSEC source: 0000950170-24-038989 · ownership.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,437 Underlying: Capital Stock · 13,000 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 |
| March 28, 2024 Filed Apr 1, 2024 15:43 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 7,080 | $643.78 | $4,557,962.40 |
DisclosureSEC source: 0000950170-24-038989 · ownership.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,680 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 15:43 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 13,000 | $106.59 | $1,385,670.00 |
DisclosureSEC source: 0000950170-24-038989 · ownership.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,760 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 |
| March 28, 2024 Filed Apr 1, 2024 15:43 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 2,000 | $641.65 | $1,283,300.00 |
DisclosureSEC source: 0000950170-24-038989 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,760 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:15 UTC | CHEMED CORP CHE · Entity 3723 | GrantPerformance Share Units · Derivative | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017010 · ownership.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,362 Underlying: Capital Stock · 742 shares Expires not disclosed F6 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Chemed Capital Stock. F7 · derivative.exercise_date: Performance share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2024 to December 31, 2026. The determination of the performance level is to be made by March 15, 2027 and earned shares to be delivered thereafter. F7 · derivative.expiration_date: Performance share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2024 to December 31, 2026. The determination of the performance level is to be made by March 15, 2027 and earned shares to be delivered thereafter. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:15 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Share Units · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017010 · ownership.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,620 Underlying: Capital Stock · 308 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. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 19, 2021 vest based on achievement of performance targets over a period of January 1, 2021 through December 31, 2023. The determination of the performance level was to be made by March 15, 2024. F5 · derivative.expiration_date: PSUs awarded February 19, 2021 vest based on achievement of performance targets over a period of January 1, 2021 through December 31, 2023. The determination of the performance level was to be made by March 15, 2024. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:15 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Share Units · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017010 · ownership.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,928 Underlying: Capital Stock · 308 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. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 19, 2021 vest based on achievement of performance targets over a period of January 1, 2021 through December 31, 2023. The determination of the performance level was to be made by March 15, 2024. F5 · derivative.expiration_date: PSUs awarded February 19, 2021 vest based on achievement of performance targets over a period of January 1, 2021 through December 31, 2023. The determination of the performance level was to be made by March 15, 2024. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:15 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 154 | $586.49 | $90,319.46 |
DisclosureSEC source: 0000950170-24-017010 · ownership.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,894 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:15 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 288 | $586.49 | $168,909.12 |
DisclosureSEC source: 0000950170-24-017010 · ownership.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,048 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 PSUs that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2021 through December 31, 2023 compared to a defined peer group of companies. The Company's performance ranked in the 47th percentile of that group, yielding an award of 92.6%; including the reinvestment of dividends paid during such period, the award is 93.4% of target. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:15 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 192 | $586.49 | $112,606.08 |
DisclosureSEC source: 0000950170-24-017010 · ownership.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,760 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 ("PSUs") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2021 through December 31, 2023. The actual performance of 5.47% yielded an award of 61.7% of target; including the reinvestment of dividends paid during such period, the award is 62.2% of target. Read SEC document |
| November 27, 2023 Filed Nov 27, 2023 17:33 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $579.73 | $579,730.00 |
DisclosureSEC source: 0001209191-23-056628 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,568 Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 17:24 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-054944 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,568 Read SEC document |
| November 07, 2023 Filed Nov 8, 2023 16:29 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,217 | $583.85 | $710,545.45 |
DisclosureSEC source: 0001209191-23-054669 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,633 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $583.06 to $584.41. 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 ranges set forth in footnote (1) to this Form 4. Read SEC document |
| October 25, 2023 Filed Oct 26, 2023 17:04 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 11,015 | $509.46 Strike: $509.46 | $5,611,701.90 |
DisclosureSEC source: 0001209191-23-053624 · doc4.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,452 Underlying: capital stock · 11,015 shares Expires 2028-10-25 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/25/2024. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:11 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011573 · doc4.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,236 Underlying: capital stock · 804 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 share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026 and earned shares to be delivered thereafter. F7 · derivative.expiration_date: Performance share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026 and earned shares to be delivered thereafter. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011573 · doc4.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,432 Underlying: capital stock · 257 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. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. F5 · derivative.expiration_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011573 · doc4.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,689 Underlying: capital stock · 257 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. PSUs were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. F5 · derivative.expiration_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:11 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 313 | $515.12 | $161,232.56 |
DisclosureSEC source: 0001209191-23-011573 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,850 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 296 | $515.12 | $152,475.52 |
DisclosureSEC source: 0001209191-23-011573 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,163 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 PSUs that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2020 through December 31, 2022, compared to a defined peer group of companies. The Company's performance ranked in the 55.6th percentile of that group, yielding an award of 113.89%; including the reinvestment of dividends paid during such period, the award is 115% of target. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 519 | $515.12 | $267,347.28 |
DisclosureSEC source: 0001209191-23-011573 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,867 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 ("PSUs") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2020 through December 31, 2022. The actual performance of 12.67% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 202% 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.