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 |
|---|---|---|---|---|---|---|
| November 15, 2016 Filed Nov 15, 2016 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 4,500 | $65.17 | $293,265.00 |
DisclosureSEC source: 0001209191-16-150028 · doc4.xml · nonDerivative · entry 2 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,867 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. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 16:58 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 4,500 | $150.22 | $675,990.00 |
DisclosureSEC source: 0001209191-16-150028 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,367 Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 15:57 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 13,600 | $135.85 Strike: $135.85 | $1,847,560.00 |
DisclosureSEC source: 0001209191-16-148521 · doc4.xml · derivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,957 Underlying: capital stock · 13,600 shares Expires 2021-11-04 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/04/2017 Read SEC document |
| September 22, 2016 Filed Sep 23, 2016 13:53 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,000 | $141.67 | $283,340.00 |
DisclosureSEC source: 0001209191-16-142561 · doc4.xml · nonDerivative · entry 1 LEE SPENCER S · CIK 0001207134 · executive vice president 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,867 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.