Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHESAPEAKE UTILITIES CORPCPK · Entity 4195 | Senior VP & COO | 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 | 15,575 |
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 307 · Balance 15,575 F1: As reported on February 26, 2026, 3,899 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 668 shares were issued to the reporting individual, 2,924 deferred stock units were granted and 307 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (668 shares issued to the reporting individual + 2,924 deferred stock units + 307 shares to cover the tax liability = 3,899 total shares comprising the incentive award). F2: Includes 13,054 deferred stock units that will be settled on a one-for-one basis in common stock. |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 183 |
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 183 |
Filing footnotes · ownership attribution and instrument terms
F1: As reported on February 26, 2026, 3,899 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 668 shares were issued to the reporting individual, 2,924 deferred stock units were granted and 307 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (668 shares issued to the reporting individual + 2,924 deferred stock units + 307 shares to cover the tax liability = 3,899 total shares comprising the incentive award).
F2: Includes 13,054 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 |
|---|---|---|---|---|---|---|
| February 24, 2026 Filed Feb 26, 2026 23:47 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 3,899 | $135.05 | $526,559.95 |
DisclosureSEC source: 0001812229-26-000003 · wk-form4_1772149622.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,882 F1 · 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. F2 · balance_after: Includes 10 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. F3 · balance_after: Includes 10,130 deferred stock units of which 56 were acquired for the reporting person since the last filing through reinvestment of dividends pursuant to a dividend reinvestment plan. Deferred stock units will be settled on a one-for-one basis in common stock. Read SEC document |
| February 24, 2026 Filed May 15, 2026 14:39 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 307 | $135.05 | $41,460.35 |
DisclosureSEC source: 0001812229-26-000005 · wk-form4a_1778855947.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,575 F1 · shares: As reported on February 26, 2026, 3,899 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 668 shares were issued to the reporting individual, 2,924 deferred stock units were granted and 307 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (668 shares issued to the reporting individual + 2,924 deferred stock units + 307 shares to cover the tax liability = 3,899 total shares comprising the incentive award). F2 · balance_after: Includes 13,054 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 19:00 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 1,000 | $137.08 | $137,079.40 |
DisclosureSEC source: 0001812229-25-000004 · wk-form4_1764010847.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,916 F1 · shares: Broker open market sale on behalf of the reporting individual. F2 · balance_after: Includes 44 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. F3 · balance_after: Includes 10,073 deferred stock units of which 155 were acquired for the reporting person since the last filing through reinvestment of dividends pursuant to a dividend reinvestment plan. Deferred stock units will be settled on a one-for-one basis in common stock. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:10 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 2,112 | $126.58 | $267,336.96 |
DisclosureSEC source: 0000019745-25-000018 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,820 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. F2 · balance_after: Includes 3 shares that were acquired for the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. F3 · balance_after: Includes 8,334 deferred stock units of which 44 were acquired by the reporting person since the last filing through reinvestment of dividends. Deferred stock units will be settled on a one-for-one basis in common stock. Read SEC document |
| February 26, 2025 Filed Jun 23, 2025 21:23 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 169 | $126.58 | $21,392.02 |
DisclosureSEC source: 0000019745-25-000032 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,717 F1 · shares: As reported on February 28, 2025, 2,112 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 359 shares were issued to the reporting individual, 1,584 deferred stock units were granted and 169 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (359 shares issued to the reporting individual + 1,584 deferred stock units + 169 shares to cover the tax liability = 2,112 total shares comprising the incentive award). F2 · balance_after: Includes 66 shares that were acquired by the reporting person through the reinvestment of dividends pursuant to the Chesapeake Utilities Corporation Dividend Reinvestment and Direct Stock Purchase Plan. Such reinvestment of dividends commenced with the October 2023 dividend through the January 2025 dividend and were not previously reported. F3 · balance_after: Includes 9,918 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| February 20, 2024 Filed Feb 23, 2024 01:04 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 2,462 | $105.02 | $258,559.24 |
DisclosureSEC source: 0000019745-24-000024 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,708 F1 · 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. F2 · 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 20, 2024 Filed Aug 16, 2024 21:59 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 194 | $105.02 | $20,373.88 |
DisclosureSEC source: 0000019745-24-000040 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,514 F1 · shares: As reported on February 22, 2024, 2,462 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 422 shares were issued to the reporting individual, 1,846 deferred stock units were granted and 194 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (422 shares issued to the reporting individual + 1,846 deferred stock units + 194 shares to cover the tax liability = 2,462 total shares comprising the incentive award). F2 · balance_after: Includes 8,151 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 19:29 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | SaleCommon Stock | 1,900 | $121.87 | $231,560.60 |
DisclosureSEC source: 0000019745-23-000040 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,123 F1 · shares: Broker open market sales of 1,900 shares on behalf of the reporting individual ranged from $121.86 to $121.96 in multiple transactions. Full information regarding the number of shares sold at each separate price will be provided upon request. F2 · balance_after: Includes 16 shares for the reporting person that were acquired since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. F3 · balance_after: Includes 6,200 deferred stock units, of which 25 were acquired for the reporting person since the last filing through reinvestment of dividends pursuant to a dividend reinvestment plan. Deferred stock units will be settled on a one-for-one basis in common stock. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 19:33 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 4,060 | $123.60 | $501,816.00 |
DisclosureSEC source: 0000019745-23-000021 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,400 F1 · 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. F2 · balance_after: Includes 15 shares that were acquired for the reporting person since last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. F3 · balance_after: Includes 3,130 deferred stock units, of which 15 were acquired for the reporting person since the last filing through reinvestment of dividends pursuant to a dividend reinvestment plan. Deferred stock units will be settled on a one-for-one basis in common stock. Read SEC document |
| February 22, 2023 Filed Jun 28, 2023 17:29 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 418 | $123.60 | $51,664.80 |
DisclosureSEC source: 0000019745-23-000039 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Sr VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,982 F1 · shares: As reported on February 22, 2023, 4,060 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. Accordingly, 597 shares were issued to the reporting individual, 3,045 deferred stock units were granted and 418 shares of Chesapeake Utilities common stock were utilized to satisfy the tax liability associated with the incentive award (597 shares issued to the reporting individual + 3,045 deferred stock units + 418 shares to cover the tax liability = 4,060 total shares comprising the incentive award). F2 · balance_after: Includes 6,175 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:02 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 4,127 | $129.99 | $536,468.73 |
DisclosureSEC source: 0001228532-22-000022 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,085 F1 · 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. F2 · balance_after: Includes 1,058 deferred stock units, of which 3 were acquired for the reporting person since the last filing through reinvestment of dividends pursuant to a dividend reinvestment plan. Deferred stock units will be settled on a one-for-one basis in common stock. Read SEC document |
| February 23, 2022 Filed Feb 1, 2023 18:37 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 851 | $129.99 | $110,621.49 |
DisclosureSEC source: 0000019745-23-000005 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,234 F1 · balance_after: As reported on February 25, 2022, 4,127 shares of Chesapeake Utilities Corporation common stock were earned pursuant to a performance share agreement in place with the reporting individual. The reporting individual previously elected to receive a portion of the award in deferred stock units in lieu of shares. Accordingly, 2,020 deferred stock units were granted, 851 shares were utilized to satisfy the tax liability associated with the incentive award with the remaining 1,256 shares issued to the reporting person (2,020 deferred stock units + 851 shares to cover the tax liability + 1,256 shares issued to the reporting individual = 4,127 total shares comprising the incentive award). F2 · balance_after: Includes 1,058 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 19:22 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 4,173 | $105.40 | $439,834.20 |
DisclosureSEC source: 0001228532-21-000019 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,173 F1 · 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 24, 2021 Filed Feb 14, 2022 15:26 UTC Amendment | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 1,230 | $105.40 | $129,642.00 |
DisclosureSEC source: 0001228532-22-000007 · primary_doc.xml · nonDerivative · entry 1 Sylvester Jeffery S · CIK 0001812229 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,943 F1 · balance_after: As reported on February 26, 2021, 4,173 shares of common stock were earned pursuant to a performance share agreement in place with the reporting individual. The reporting individual previously elected to receive a portion of the award in deferred stock units in lieu of shares. Accordingly, 1,043 deferred stock units were granted, 1,230 shares of Chesapeake stock were utilized to satisfy the tax liability associated with incentive award with the remaining 1,900 shares of Chesapeake common stock issued to the reporting person (1,043 deferred stock units + 1,230 shares to cover the tax liability + 1,900 issued to the reporting individual = 4,173 total shares comprising the incentive award). F2 · balance_after: Includes 1,043 deferred stock units that will be settled on a one-for-one basis in common stock. 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.