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 |
|---|---|---|---|---|---|---|
| December 23, 2022 Filed Jan 26, 2023 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004980 · doc5.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,348 Read SEC document |
| December 15, 2022 Filed Jan 26, 2023 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004980 · doc5.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,368 Read SEC document |
| December 13, 2022 Filed Jan 26, 2023 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004980 · doc5.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,403 Read SEC document |
| November 16, 2022 Filed Nov 16, 2022 19:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 8,000 | $306.70 Strike: $306.70 | $2,453,600.00 |
DisclosureSEC source: 0001209191-22-057261 · doc4.xml · derivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,437 Underlying: capital stock · 8,000 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. F2 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/2/2019 Read SEC document |
| November 16, 2022 Filed Nov 16, 2022 19:11 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 6,268 | $493.84 | $3,095,389.12 |
DisclosureSEC source: 0001209191-22-057261 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,433 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 16, 2022 Filed Nov 16, 2022 19:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 8,000 | $306.70 | $2,453,600.00 |
DisclosureSEC source: 0001209191-22-057261 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,701 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, 2022 Filed Nov 8, 2022 19:02 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,000 | $490.09 | $980,180.00 |
DisclosureSEC source: 0001209191-22-056065 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,701 Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 14:19 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 12,320 | $462.04 Strike: $462.04 | $5,692,332.80 |
DisclosureSEC source: 0001209191-22-055180 · doc4.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,437 Underlying: capital stock · 12,320 shares Expires 2027-10-31 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/31/2023 Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 15:38 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,054 | $487.39 | $513,709.06 |
DisclosureSEC source: 0001209191-22-016913 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,701 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:00 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 816 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012045 · doc4.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,946 Underlying: capital stock · 816 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, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025 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, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025 and earned shares to be delivered thereafter. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:00 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012045 · doc4.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,130 Underlying: capital stock · 331 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, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. F5 · derivative.expiration_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:00 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012045 · doc4.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,461 Underlying: capital stock · 331 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, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. F5 · derivative.expiration_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:00 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 532 | $459.77 | $244,597.64 |
DisclosureSEC source: 0001209191-22-012045 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,755 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:00 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 436 | $459.77 | $200,459.72 |
DisclosureSEC source: 0001209191-22-012045 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,287 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, 2019 through December 31, 2021, compared to a defined peer group of companies. The Company's performance ranked in the 63rd percentile of that group, yielding an award of 130.26%; including the reinvestment of dividends paid during such period, the award is 131.6% of target. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 16:00 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 669 | $459.77 | $307,586.13 |
DisclosureSEC source: 0001209191-22-012045 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,851 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, 2019 through December 31, 2021. The actual performance of 18.63% 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 10, 2021 Filed Dec 13, 2021 16:14 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069182 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,182 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 15:45 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 9,000 | $231.91 Strike: $231.91 | $2,087,190.00 |
DisclosureSEC source: 0001209191-21-064389 · doc4.xml · derivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,117 Underlying: capital stock · 9,000 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 12, 2021 Filed Nov 15, 2021 15:45 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 6,486 | $500.02 | $3,243,129.72 |
DisclosureSEC source: 0001209191-21-064389 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,272 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 15:45 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 9,000 | $231.91 | $2,087,190.00 |
DisclosureSEC source: 0001209191-21-064389 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,758 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, 2021 Filed Nov 2, 2021 18:25 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,000 | $489.13 | $978,260.00 |
DisclosureSEC source: 0001209191-21-062332 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,758 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $487.67 to $492.75. 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) to this Form 4. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 18:25 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 12,099 | $445.35 Strike: $445.35 | $5,388,289.65 |
DisclosureSEC source: 0001209191-21-062332 · doc4.xml · derivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,117 Underlying: capital stock · 12,099 shares Expires 2026-10-28 F2 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/28/2022. Read SEC document |
| June 17, 2021 Filed Jun 17, 2021 15:38 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 1,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041287 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,758 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:28 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 616 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013123 · doc4.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,792 Underlying: capital stock · 616 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, 2021 to December 31, 2023. The determination of the performance level is to be made by March 15, 2024 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, 2021 to December 31, 2023. The determination of the performance level is to be made by March 15, 2024 and earned shares to be delivered thereafter. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013123 · doc4.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,176 Underlying: capital stock · 422 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 16, 2018 vest based on achievement of performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level was to be made by March 15, 2021. F5 · derivative.expiration_date: PSU's awarded February 16, 2018 vest based on achievement of performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level was to be made by March 15, 2021. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013123 · doc4.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,598 Underlying: capital stock · 422 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 16, 2018 vest based on achievement of performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level was to be made by March 15, 2021. F5 · derivative.expiration_date: PSU's awarded February 16, 2018 vest based on achievement of performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level was to be made by March 15, 2021. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:28 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 735 | $491.34 | $361,134.90 |
DisclosureSEC source: 0001209191-21-013123 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,740 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 695 | $491.34 | $341,481.30 |
DisclosureSEC source: 0001209191-21-013123 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,475 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, 2018 through December 31, 2020, 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 164.79% of target. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 852 | $491.34 | $418,621.68 |
DisclosureSEC source: 0001209191-21-013123 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,780 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, 2018 through December 31, 2020. The actual performance of 29.1% 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 29, 2020 Filed Feb 3, 2021 19:29 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007137 · doc5.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,928 Read SEC document |
| December 04, 2020 Filed Dec 7, 2020 17:24 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061896 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,938 Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 17:24 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061896 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,953 Read SEC document |
| November 06, 2020 Filed Nov 6, 2020 17:53 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 13,600 | $135.85 Strike: $135.85 | $1,847,560.00 |
DisclosureSEC source: 0001209191-20-057230 · doc4.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,018 Underlying: capital stock · 13,600 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. F3 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/04/2017 Read SEC document |
| November 06, 2020 Filed Nov 6, 2020 17:53 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 8,383 | $509.60 | $4,271,976.80 |
DisclosureSEC source: 0001209191-20-057230 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,023 F2 · shares: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 06, 2020 Filed Nov 6, 2020 17:53 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 13,600 | $135.85 | $1,847,560.00 |
DisclosureSEC source: 0001209191-20-057230 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,406 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, 2020 Filed Nov 6, 2020 17:53 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,153 | $506.96 | $1,091,484.88 |
DisclosureSEC source: 0001209191-20-057230 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,806 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $503.73 to $510.36. 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 footnotes (1) to this Form 4. Read SEC document |
| October 29, 2020 Filed Oct 30, 2020 16:31 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 10,018 | $471.74 Strike: $471.74 | $4,725,891.32 |
DisclosureSEC source: 0001209191-20-056297 · doc4.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,618 Underlying: capital stock · 10,018 shares Expires 2025-10-29 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/29/2021 Read SEC document |
| September 14, 2020 Filed Sep 15, 2020 14:31 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,143 | $495.67 | $1,062,220.81 |
DisclosureSEC source: 0001209191-20-050372 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,959 Read SEC document |
| May 19, 2020 Filed May 19, 2020 20:05 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,000 | $471.28 | $942,560.00 |
DisclosureSEC source: 0001209191-20-030434 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,102 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 17:11 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,402 | $447.44 | $627,310.88 |
DisclosureSEC source: 0001209191-20-013653 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,102 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 16:49 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012362 · doc4.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,020 Underlying: capital stock · 514 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 16:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012362 · doc4.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506 Underlying: capital stock · 474 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 16:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012362 · doc4.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,980 Underlying: capital stock · 474 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 16:49 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 689 | $487.90 | $336,163.10 |
DisclosureSEC source: 0001209191-20-012362 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,504 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 16:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 783 | $487.90 | $382,025.70 |
DisclosureSEC source: 0001209191-20-012362 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,193 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 16:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 960 | $487.90 | $468,384.00 |
DisclosureSEC source: 0001209191-20-012362 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,410 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 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 |
| December 02, 2019 Filed Dec 4, 2019 18:36 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 85 | $426.79 | $36,277.15 |
DisclosureSEC source: 0001209191-19-058976 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,450 Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 14:07 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,000 | $413.67 | $827,340.00 |
DisclosureSEC source: 0001209191-19-055074 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,535 Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 15:43 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 9,000 | $413.19 Strike: $413.19 | $3,718,710.00 |
DisclosureSEC source: 0001209191-19-054591 · doc4.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,600 Underlying: capital stock · 9,000 shares Expires 2024-10-29 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/29/2020 Read SEC document |
| August 08, 2019 Filed Aug 8, 2019 17:24 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,000 | $426.75 | $853,500.00 |
DisclosureSEC source: 0001209191-19-045079 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,535 Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 12,500 | $157.36 Strike: $157.36 | $1,967,000.00 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · derivative · entry 7 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,600 Underlying: capital stock · 12,500 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. F5 · derivative.exercise_date: vesting in three equal annual installments commencing 11/6/2016. 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.