Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEMED CORPCHE · Entity 3723 | CEO - Vitas Healthcare | August 05, 2026 | August 06, 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 August 05, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Capital StockSEC Table I · non-derivative | Direct | 1,181 |
Ending reported balance
After 2026-08-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-05 · Exercise / conversion · Acquired 2,599 · Balance 3,451 Row 2 · 2026-08-05 · Tax withholding · Disposed 2,270 · Balance 1,181 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 | 30,220 |
Reported balance
After 2026-08-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-05 · Exercise / conversion · Disposed 2,599 · Balance 30,220 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 |
|---|---|---|---|---|---|---|
| August 05, 2026 Filed Aug 6, 2026 18:17 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionStock Option (right to buy with tandem tax withholding) · Derivative | 2,599 | $445.35 Strike: $445.35 | $1,157,464.65 |
DisclosureSEC source: 0001193125-26-337649 · ownership.xml · derivative · entry 3 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,220 Underlying: Capital Stock · 2,599 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 |
| August 05, 2026 Filed Aug 6, 2026 18:17 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 2,270 | $542.62 | $1,231,747.40 |
DisclosureSEC source: 0001193125-26-337649 · ownership.xml · nonDerivative · entry 2 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,181 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| August 05, 2026 Filed Aug 6, 2026 18:17 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 2,599 | $445.35 | $1,157,464.65 |
DisclosureSEC source: 0001193125-26-337649 · ownership.xml · nonDerivative · entry 1 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,451 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 13, 2026 Filed Feb 17, 2026 20:58 UTC | CHEMED CORP CHE · Entity 3723 | GrantPerformance Stock Units · Derivative | 1,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054514 · ownership.xml · derivative · entry 6 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,212 Underlying: Capital Stock · 1,142 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 20:58 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054514 · ownership.xml · derivative · entry 5 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070 Underlying: Capital Stock · 220 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 20:58 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054514 · ownership.xml · derivative · entry 4 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,290 Underlying: Capital Stock · 220 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 20:58 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 80 | $469.56 | $37,564.80 |
DisclosureSEC source: 0001193125-26-054514 · ownership.xml · nonDerivative · entry 3 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 852 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 20:58 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 0 | $469.56 | $0.00 |
DisclosureSEC source: 0001193125-26-054514 · ownership.xml · nonDerivative · entry 2 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 932 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 20:58 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 273 | $469.56 | $128,189.88 |
DisclosureSEC source: 0001193125-26-054514 · ownership.xml · nonDerivative · entry 1 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 932 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 |
| October 21, 2025 Filed Oct 22, 2025 21:27 UTC | CHEMED CORP CHE · Entity 3723 | GrantStock Option (right to buy with tandem tax withholding) · Derivative | 17,476 | $443.79 Strike: $443.79 | $7,755,674.04 |
DisclosureSEC source: 0001193125-25-247048 · ownership.xml · derivative · entry 1 Wherley Joel L · CIK 0002083070 · CEO - Vitas Healthcare 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,819 Underlying: Capital Stock · 17,476 shares Expires 2030-10-21 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/21/2026 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.