Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHESAPEAKE UTILITIES CORPCPK · Entity 4195 | Executive VP & General Counsel | February 24, 2026 | May 15, 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.
CHESAPEAKE UTILITIES CORP
Report date February 24, 2026 · Filed May 15, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,423 |
Reported balance
After 2026-02-24 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-24 · Tax withholding · Disposed 3,725 · Balance 37,423 F1: As reported on February 26, 2026, 7,557 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 3,832 shares were issued to the reporting individual, 0 deferred stock units were granted and 3,725 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (3,832 shares issued to the reporting individual + 0 deferred stock units + 3,725 shares to cover the tax liability = 7,557 total shares comprising the incentive award). F2: Includes 12,457 deferred stock units that will be settled on a one-for-one basis in common stock. |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 554 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 554 |
Filing footnotes · ownership attribution and instrument terms
F1: As reported on February 26, 2026, 7,557 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 3,832 shares were issued to the reporting individual, 0 deferred stock units were granted and 3,725 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (3,832 shares issued to the reporting individual + 0 deferred stock units + 3,725 shares to cover the tax liability = 7,557 total shares comprising the incentive award).
F2: Includes 12,457 deferred stock units that will be settled on a one-for-one basis in common stock.
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 |
|---|---|---|---|---|---|---|
| July 05, 2019 Filed Aug 7, 2019 21:23 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 21 | $94.48 | $1,984.08 |
DisclosureSEC source: 0001228532-19-000034 · primary_doc.xml · nonDerivative · entry 6 Moriarty James F · CIK 0001643320 · Exec VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,476 F2 · shares: Shares acquired by the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| June 05, 2019 Filed Aug 7, 2019 21:23 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 21 | $94.27 | $1,979.67 |
DisclosureSEC source: 0001228532-19-000034 · primary_doc.xml · nonDerivative · entry 5 Moriarty James F · CIK 0001643320 · Exec VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,455 F1 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan Read SEC document |
| May 06, 2019 Filed Aug 7, 2019 21:23 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 21 | $94.75 | $1,989.75 |
DisclosureSEC source: 0001228532-19-000034 · primary_doc.xml · nonDerivative · entry 4 Moriarty James F · CIK 0001643320 · Exec VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,434 F1 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan Read SEC document |
| April 05, 2019 Filed Aug 7, 2019 21:23 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 22 | $92.20 | $2,028.40 |
DisclosureSEC source: 0001228532-19-000034 · primary_doc.xml · nonDerivative · entry 3 Moriarty James F · CIK 0001643320 · Exec VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,413 F1 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan Read SEC document |
| April 05, 2019 Filed Aug 7, 2019 21:23 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 17 | $92.20 | $1,567.40 |
DisclosureSEC source: 0001228532-19-000034 · primary_doc.xml · nonDerivative · entry 2 Moriarty James F · CIK 0001643320 · Exec VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,391 F2 · shares: Shares acquired by the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| March 05, 2019 Filed Aug 7, 2019 21:23 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 22 | $92.68 | $2,038.96 |
DisclosureSEC source: 0001228532-19-000034 · primary_doc.xml · nonDerivative · entry 1 Moriarty James F · CIK 0001643320 · Exec VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,374 F1 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan Read SEC document |
| February 26, 2019 Filed Mar 1, 2019 01:31 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 3,218 | $90.69 | $291,840.42 |
DisclosureSEC source: 0001228532-19-000016 · primary_doc.xml · nonDerivative · entry 4 Moriarty James F · CIK 0001643320 · Executive VP & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,560 F3 · shares: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4 or a subsequently filed Form 4. Read SEC document |
| February 26, 2019 Filed Jul 3, 2019 17:38 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 1,208 | $90.69 | $109,553.52 |
DisclosureSEC source: 0001228532-19-000029 · primary_doc.xml · nonDerivative · entry 1 Moriarty James F · CIK 0001643320 · Exec VP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,325 F1 · shares: As reported on February 28, 2019, 3,218 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 1,208 shares of Chesapeake stock were utilized to satisfy the tax liability associated with the incentive award (1,208 shares to cover the tax liability + 2,010 shares of Chesapeake common stock issued = 3,218 total shares comprising the incentive award). Read SEC document |
| February 05, 2019 Filed Mar 1, 2019 01:31 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 23 | $88.70 | $2,040.10 |
DisclosureSEC source: 0001228532-19-000016 · primary_doc.xml · nonDerivative · entry 3 Moriarty James F · CIK 0001643320 · Executive VP & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,342 F1 · shares: Shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| January 07, 2019 Filed Mar 1, 2019 01:31 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 10 | $81.93 | $819.30 |
DisclosureSEC source: 0001228532-19-000016 · primary_doc.xml · nonDerivative · entry 2 Moriarty James F · CIK 0001643320 · Executive VP & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,319 F2 · shares: Shares acquired for the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan Read SEC document |
| January 07, 2019 Filed Mar 1, 2019 01:31 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 25 | $81.93 | $2,048.25 |
DisclosureSEC source: 0001228532-19-000016 · primary_doc.xml · nonDerivative · entry 1 Moriarty James F · CIK 0001643320 · Executive VP & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,309 F1 · shares: Shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 16:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | PurchaseCommon Stock | 23 | $80.60 | $1,853.80 |
DisclosureSEC source: 0001228532-18-000053 · primary_doc.xml · nonDerivative · entry 8 Moriarty James F · CIK 0001643320 · Sr. VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,284 F2 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. F3 · balance_after: As of December 5, 2018, common stock purchases for the reporting individual through Chesapeake Utilities Corporation's Dividend Reinvestment and Stock Purchase Plan have exceeded the aggregated small acquisition market value of $10,000, as set forth in Rule 16a-6, and are therefore being reported prior to a Form 5 filing. Read SEC document |
| November 05, 2018 Filed Dec 7, 2018 16:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 25 | $80.62 | $2,015.49 |
DisclosureSEC source: 0001228532-18-000053 · primary_doc.xml · nonDerivative · entry 7 Moriarty James F · CIK 0001643320 · Sr. VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,261 F2 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| October 05, 2018 Filed Dec 7, 2018 16:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 24 | $82.87 | $1,988.98 |
DisclosureSEC source: 0001228532-18-000053 · primary_doc.xml · nonDerivative · entry 6 Moriarty James F · CIK 0001643320 · Sr. VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,236 F2 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| October 05, 2018 Filed Dec 7, 2018 16:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 10 | $82.87 | $828.74 |
DisclosureSEC source: 0001228532-18-000053 · primary_doc.xml · nonDerivative · entry 5 Moriarty James F · CIK 0001643320 · Sr. VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,212 F1 · shares: Shares acquired by the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| September 05, 2018 Filed Dec 7, 2018 16:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 23 | $87.31 | $2,008.23 |
DisclosureSEC source: 0001228532-18-000053 · primary_doc.xml · nonDerivative · entry 4 Moriarty James F · CIK 0001643320 · Sr. VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,202 F2 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| August 06, 2018 Filed Dec 7, 2018 16:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 24 | $83.68 | $2,008.20 |
DisclosureSEC source: 0001228532-18-000053 · primary_doc.xml · nonDerivative · entry 3 Moriarty James F · CIK 0001643320 · Sr. VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,179 F2 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| July 05, 2018 Filed Dec 7, 2018 16:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 11 | $84.69 | $931.61 |
DisclosureSEC source: 0001228532-18-000053 · primary_doc.xml · nonDerivative · entry 2 Moriarty James F · CIK 0001643320 · Sr. VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,155 F2 · shares: Represents shares acquired by the reporting person since last filing under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| July 05, 2018 Filed Dec 7, 2018 16:27 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | OtherCommon Stock | 9 | $84.69 | $762.23 |
DisclosureSEC source: 0001228532-18-000053 · primary_doc.xml · nonDerivative · entry 1 Moriarty James F · CIK 0001643320 · Sr. VP, Gen Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,144 F1 · shares: Shares acquired by the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 23:37 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 3,494 | $68.85 | $240,561.90 |
DisclosureSEC source: 0001228532-18-000018 · primary_doc.xml · nonDerivative · entry 1 Moriarty James F · CIK 0001643320 · Sr. VP, Gen. Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,494 F1 · balance_after: A portion of these shares will be withheld to account for the payment of the tax liability associated with the issuance of the shares. Such tax liability has not been determined. The tax liability, when determined, will be reflected on an amendment to this Form 4 or a subsequently filed Form 4. Read SEC document |
| February 26, 2018 Filed Jun 14, 2018 19:53 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 1,359 | $68.85 | $93,567.15 |
DisclosureSEC source: 0001228532-18-000043 · primary_doc.xml · nonDerivative · entry 1 Moriarty James F · CIK 0001643320 · Sr. VP, Gen. Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,135 F1 · shares: As reported on February 28, 2018, 3,494 shares were awarded to the reporting person on February 26, 2018. This Amendment is to disclose the tax liability of 1,359 shares associated with the shares award. 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.