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 |
|---|---|---|---|---|---|---|
| February 25, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 3,514 | $326.75 | $1,148,199.50 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · nonDerivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,535 Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 9,098 | $322.40 | $2,933,195.20 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · nonDerivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,049 F4 · shares: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 12,500 | $157.36 | $1,967,000.00 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · nonDerivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,147 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 22, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · derivative · entry 10 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,454 Underlying: capital stock · 662 shares Expires not disclosed F8 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of Chemed Capital Stock F9 · 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, 2019 to December 31, 2021. The determination of the performance level is to be made by March 15, 2022 and earned shares to be delivered thereafter F9 · 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, 2019 to December 31, 2021. The determination of the performance level is to be made by March 15, 2022 and earned shares to be delivered thereafter Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · derivative · entry 9 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,792 Underlying: capital stock · 593 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. F6 · 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. F7 · derivative.exercise_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. F7 · derivative.expiration_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · derivative · entry 8 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,385 Underlying: capital stock · 593 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. F6 · 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. F7 · derivative.exercise_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. F7 · derivative.expiration_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 917 | $322.40 | $295,640.80 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,647 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 854 | $322.40 | $275,329.60 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,564 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, 2016 through December 31, 2018, compared to a defined peer group of companies. The Company's performance ranked in the 70th percentile of that group, yielding an award of 141.7%; including the reinvestment of dividends paid during such period, the award is 144.0% of target. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:19 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,206 | $322.40 | $388,814.40 |
DisclosureSEC source: 0001209191-19-012978 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,710 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, 2016 through December 31, 2018. The actual performance of 20.52% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 203.3% of target. Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 20:37 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 5 | $273.82 | $1,369.10 |
DisclosureSEC source: 0001209191-18-063644 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,504 Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 19:16 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 80 | $306.17 | $24,493.60 |
DisclosureSEC source: 0001209191-18-062411 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,509 Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 15:52 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 669 | $314.76 | $210,574.44 |
DisclosureSEC source: 0001209191-18-060324 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,589 Read SEC document |
| November 16, 2018 Filed Nov 16, 2018 17:07 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 657 | $311.30 | $204,524.10 |
DisclosureSEC source: 0001209191-18-058865 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,258 Read SEC document |
| November 02, 2018 Filed Nov 5, 2018 16:46 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 8,000 | $306.70 Strike: $306.70 | $2,453,600.00 |
DisclosureSEC source: 0001209191-18-057079 · doc4.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,100 Underlying: capital stock · 8,000 shares Expires 2023-11-02 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/2/2019 Read SEC document |
| May 22, 2018 Filed May 22, 2018 14:32 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 319 | $333.53 | $106,396.07 |
DisclosureSEC source: 0001209191-18-032191 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,915 F1 · kind: stock award tax obligation Read SEC document |
| May 16, 2018 Filed May 17, 2018 13:11 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,440 | $332.22 | $478,396.80 |
DisclosureSEC source: 0001209191-18-030769 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,234 Read SEC document |
| April 25, 2018 Filed Apr 25, 2018 17:04 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,428 | $299.90 | $428,257.20 |
DisclosureSEC source: 0001209191-18-026029 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,674 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:34 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011183 · doc4.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,978 Underlying: capital stock · 844 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: PSU's vest based on the extent to which the Company achieves certain performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level is to be made by March 15, 2021 and earned shares delivered thereafter. F7 · derivative.expiration_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level is to be made by March 15, 2021 and earned shares delivered thereafter. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:34 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011183 · doc4.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,134 Underlying: capital stock · 663 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 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. F5 · derivative.expiration_date: PSU's awarded February 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:34 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011183 · doc4.xml · derivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,797 Underlying: capital stock · 663 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 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. F5 · derivative.expiration_date: PSU's awarded February 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:34 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 1,045 | $256.29 | $267,823.05 |
DisclosureSEC source: 0001209191-18-011183 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,102 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:34 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,352 | $256.29 | $346,504.08 |
DisclosureSEC source: 0001209191-18-011183 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,147 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, 2015 through December 31, 2017, compared to a defined peer group of companies. The Company's performance ranked in the 90th percentile of that group, yielding an award of 200%; including the reinvestment of dividends paid during such period, the award is 203.9% of target. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:34 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,081 | $256.29 | $277,049.49 |
DisclosureSEC source: 0001209191-18-011183 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,795 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, 2015 through December 31, 2017. The actual performance of 11.79% yielded an award of 159.9% of target; including the reinvestment of dividends paid during such period, the award is 163.0% of target. Read SEC document |
| December 15, 2017 Filed Dec 29, 2017 14:52 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 10 | $238.00 | $2,380.00 |
DisclosureSEC source: 0001209191-17-067609 · doc4.xml · nonDerivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,714 Read SEC document |
| December 15, 2017 Filed Dec 29, 2017 14:52 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 20 | $238.00 | $4,760.00 |
DisclosureSEC source: 0001209191-17-067609 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,724 Read SEC document |
| December 15, 2017 Filed Dec 29, 2017 14:52 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 30 | $238.00 | $7,140.00 |
DisclosureSEC source: 0001209191-17-067609 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,744 Read SEC document |
| December 15, 2017 Filed Dec 29, 2017 14:52 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 35 | $238.00 | $8,330.00 |
DisclosureSEC source: 0001209191-17-067609 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,774 Read SEC document |
| November 30, 2017 Filed Nov 30, 2017 20:58 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $245.06 | $245,060.00 |
DisclosureSEC source: 0001209191-17-063010 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,809 Read SEC document |
| November 22, 2017 Filed Nov 22, 2017 16:06 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $238.24 | $238,240.00 |
DisclosureSEC source: 0001209191-17-062266 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,809 Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 15:59 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $232.27 | $232,270.00 |
DisclosureSEC source: 0001209191-17-061069 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,809 Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 16:20 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 9,000 | $231.91 Strike: $231.91 | $2,087,190.00 |
DisclosureSEC source: 0001209191-17-059365 · doc4.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,100 Underlying: capital stock · 9,000 shares Expires 2022-11-03 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/03/2018 Read SEC document |
| November 02, 2017 Filed Nov 3, 2017 18:26 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $228.45 | $228,450.00 |
DisclosureSEC source: 0001209191-17-059089 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,809 Read SEC document |
| September 01, 2017 Filed Sep 1, 2017 15:06 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $197.46 | $197,460.00 |
DisclosureSEC source: 0001209191-17-051009 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,809 Read SEC document |
| May 22, 2017 Filed May 22, 2017 19:32 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 338 | $198.86 | $67,214.68 |
DisclosureSEC source: 0001209191-17-034235 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,809 F1 · kind: stock award tax obligation Read SEC document |
| May 01, 2017 Filed May 1, 2017 18:55 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $202.47 | $202,470.00 |
DisclosureSEC source: 0001209191-17-028902 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,147 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:24 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012472 · doc4.xml · derivative · entry 7 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,460 Underlying: capital stock · 948 shares Expires not disclosed F7 · derivative.exercise_price: each performance stock unit represents a contingent right to receive one share of Chemed capital stock F8 · derivative.exercise_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2017 - December 31, 2019. The determination of the performance level is to be made by March 15, 2020 and earned shares to be delivered thereafter F8 · derivative.expiration_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2017 - December 31, 2019. The determination of the performance level is to be made by March 15, 2020 and earned shares to be delivered thereafter Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:24 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012472 · doc4.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Underlying: capital stock · 621 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 14:24 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012472 · doc4.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,133 Underlying: capital stock · 844 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 14:24 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 388 | $172.60 | $66,968.80 |
DisclosureSEC source: 0001209191-17-012472 · doc4.xml · nonDerivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,147 F4 · kind: stock award tax obligation Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:24 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 839 | $172.60 | $144,811.40 |
DisclosureSEC source: 0001209191-17-012472 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,535 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 14:24 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 1,271 | $172.60 | $219,374.60 |
DisclosureSEC source: 0001209191-17-012472 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,374 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 204.6.8% of target. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:24 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 996 | $172.60 | $171,909.60 |
DisclosureSEC source: 0001209191-17-012472 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,103 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 |
| December 19, 2016 Filed Feb 8, 2017 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 35 | $159.68 | $5,588.80 |
DisclosureSEC source: 0001209191-17-008561 · doc5.xml · nonDerivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,107 Read SEC document |
| December 19, 2016 Filed Feb 8, 2017 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 10 | $159.68 | $1,596.80 |
DisclosureSEC source: 0001209191-17-008561 · doc5.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,142 Read SEC document |
| December 05, 2016 Filed Feb 8, 2017 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 30 | $151.42 | $4,542.60 |
DisclosureSEC source: 0001209191-17-008561 · doc5.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,152 Read SEC document |
| December 05, 2016 Filed Feb 8, 2017 17:10 UTC | CHEMED CORP CHE · Entity 3723 | Giftcapital stock | 20 | $151.42 | $3,028.40 |
DisclosureSEC source: 0001209191-17-008561 · doc5.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,182 Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 10,357 | $70.30 Strike: $70.30 | $728,097.10 |
DisclosureSEC source: 0001209191-16-150028 · doc4.xml · derivative · entry 6 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,100 Underlying: capital stock · 10,357 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. F3 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/8/2014. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 4,500 | $65.17 Strike: $65.17 | $293,265.00 |
DisclosureSEC source: 0001209191-16-150028 · doc4.xml · derivative · entry 5 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,457 Underlying: capital stock · 4,500 shares Expires 2021-02-18 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 02/18/2012. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 11,022 | $149.39 | $1,646,576.58 |
DisclosureSEC source: 0001209191-16-150028 · doc4.xml · nonDerivative · entry 4 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,202 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 10,357 | $70.30 | $728,097.10 |
DisclosureSEC source: 0001209191-16-150028 · doc4.xml · nonDerivative · entry 3 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,224 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.