Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHESAPEAKE UTILITIES CORPCPK · Entity 4195 | Director | May 06, 2026 | May 08, 2026 |
| CHESEBROUGH PONDS INC STOCK PLANCPK · Entity 165776 | Director | May 09, 2018 | June 14, 2018 |
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 May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,271 |
Reported balance
After 2026-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 1,112 · Balance 11,271 F1: Shares issued for director compensation under the Company's Stock Incentive and Compensation Plan. F2: Includes 50 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued for director compensation under the Company's Stock Incentive and Compensation Plan.
F2: Includes 50 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.
CHESEBROUGH PONDS INC STOCK PLAN
Report date May 09, 2018 · Filed June 14, 2018 · 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 | 4,471 |
Reported balance
Holding disclosure · report date 2018-05-09 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 4,471 F1: As reported on the Form 4 dated May 11, 2018, Footnote #1 stated that the total shares held by the reporting individual included 3,551 deferred stock units. This Footnote should have stated that the total shares held for the reporting individual includes 2,759 deferred stock units that will be settled on a one-for-one basis in common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: As reported on the Form 4 dated May 11, 2018, Footnote #1 stated that the total shares held by the reporting individual included 3,551 deferred stock units. This Footnote should have stated that the total shares held for the reporting individual includes 2,759 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 |
|---|---|---|---|---|---|---|
| May 06, 2026 Filed May 8, 2026 20:23 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 1,112 | $125.83 | $139,922.96 |
DisclosureSEC source: 0001619795-26-000003 · wk-form4_1778271784.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,271 F1 · shares: Shares issued for director compensation under the Company's Stock Incentive and Compensation Plan. F2 · balance_after: Includes 50 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. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 21:52 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 246 | $122.11 | $30,039.06 |
DisclosureSEC source: 0000019745-26-000011 · wk-form4_1767909136.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,109 F1 · shares: On January 6th, 2026, the reporting person received a distribution of 853 shares of Chesapeake Utilities Corporation ("CPK") common stock in settlement of an equal number of deferred stock units held pursuant to the CPK Non-Qualified Deferred Compensation Plan. 246 shares were liquidated to satisfy the tax obligation for the reporting person. F2 · balance_after: Includes 164 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. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 21:29 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 138 | $118.37 | $16,334.40 |
DisclosureSEC source: 0000019745-25-000027 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,191 F1 · balance_after: The reporting person participates in the Chesapeake Utilities Corporation (CPK) Non-Qualified Deferred Compensation Plan (NQDC Plan) where Deferred Stock Units (DSUs) are automatically distributed on a one-for-one basis, less shares not distributed to cover tax liabilities, into shares of CPK common stock based on a distribution date previously determined at the time of election. On June 6, 2025, the reporting person received a distribution of 344 shares of CPK common stock in settlement of an equal number of DSUs held pursuant to the NQDC Plan. Of these shares, 138 shares were sold to satisfy the tax obligations. F2 · balance_after: Includes 840 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:11 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 895 | $134.05 | $119,974.75 |
DisclosureSEC source: 0000019745-25-000023 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,329 F1 · balance_after: Includes 83 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. F2 · balance_after: Includes 1,322 deferred stock units of which 14 were acquired by 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 |
| June 06, 2024 Filed Jun 11, 2024 20:22 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 158 | $109.36 | $17,278.49 |
DisclosureSEC source: 0000019745-24-000035 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,234 F1 · balance_after: The reporting person participates in the Chesapeake Utilities Corporation (CPK) Non-Qualified Deferred Compensation Plan (NQDC Plan) where Deferred Stock Units (DSUs) are automatically distributed on a one-for-one basis, less shares not distributed to cover tax liabilities, into shares of CPK common stock based on a distribution date previously determined at the time of election. On June 6, 2024, the reporting person received a distribution of 549 shares of CPK common stock in settlement of an equal number of DSUs held pursuant to the NQDC Plan. Of these shares, 158 shares were sold to satisfy the tax obligations. F2 · balance_after: Includes 1,294 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| May 08, 2024 Filed May 10, 2024 22:57 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 995 | $110.53 | $109,977.35 |
DisclosureSEC source: 0000019745-24-000029 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,392 F1 · balance_after: Includes 74 shares for the reporting person that were acquired since the last filing through reinvestment of dividends under Chesapeake Utilities Corporation's Dividend Reinvestment and Direct Stock Purchase Plan. F2 · balance_after: Includes 1,843 deferred stock units of which 20 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 |
| June 01, 2023 Filed Jun 6, 2023 01:40 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 405 | $125.96 | $51,013.76 |
DisclosureSEC source: 0000019745-23-000037 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,211 F1 · shares: On June 1, 2023, the reporting person received a distribution of 1,390 shares of Chesapeake Utilities Corporation ("CPK") common stock in settlement of an equal number of deferred stock units held pursuant to the CPK Non-Qualified Deferred Compensation Plan. 405 shares were sold to satisfy the tax obligation. F2 · balance_after: Includes 1,803 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| May 03, 2023 Filed May 6, 2023 00:21 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 765 | $124.12 | $94,951.80 |
DisclosureSEC source: 0000019745-23-000031 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,616 F1 · balance_after: Includes 40 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. F2 · balance_after: Includes 3,193 deferred stock units, of which 27 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 |
| June 01, 2022 Filed Jun 4, 2022 00:58 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | Tax withholdingCommon Stock | 120 | $134.22 | $16,105.81 |
DisclosureSEC source: 0001228532-22-000035 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,716 F1 · shares: On June 1, 2022, the reporting person received a distribution of 604 shares of Chesapeake Utilities Corporation ("CPK") common stock in settlement of an equal number of deferred stock units held pursuant to the CPK Non-Qualified Deferred Compensation Plan. 120 shares were sold to satisfy the tax obligation. F2 · balance_after: Includes 3,138 deferred stock units that will be settled on a one-for-one basis in common stock. Read SEC document |
| May 04, 2022 Filed May 6, 2022 23:38 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 652 | $130.36 | $84,994.72 |
DisclosureSEC source: 0001228532-22-000028 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,836 F1 · balance_after: Includes 23 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. F2 · balance_after: Includes 3,742 deferred stock units, of which 26 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 |
| May 05, 2021 Filed May 7, 2021 19:45 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 683 | $117.11 | $79,986.13 |
DisclosureSEC source: 0001228532-21-000023 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,080 F1 · balance_after: Includes 22 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. F2 · balance_after: Includes 3,689 deferred stock units, of which 29 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 |
| May 07, 2020 Filed May 12, 2020 00:01 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 887 | $84.47 | $74,924.89 |
DisclosureSEC source: 0001228532-20-000021 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,281 F1 · balance_after: Includes 17 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. F2 · balance_after: Includes 3,621 deferred stock units, of which 32 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 |
| May 08, 2019 Filed May 10, 2019 23:18 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 751 | $93.14 | $69,948.14 |
DisclosureSEC source: 0001228532-19-000019 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,300 F1 · balance_after: Includes 15 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. F2 · balance_after: Includes 3,558 deferred stock units, of which 24 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 |
| May 09, 2018 Filed May 12, 2018 01:01 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 792 | $75.70 | $59,954.40 |
DisclosureSEC source: 0001228532-18-000025 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,471 F1 · balance_after: Of these shares, 3,551 represent deferred stock units that will be settled on a one-for-one basis in common stock. F2 · balance_after: Includes 32 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. Read SEC document |
| May 05, 2017 Filed May 5, 2017 20:17 UTC | CHESAPEAKE UTILITIES CORP CPK · Entity 4195 | GrantCommon Stock | 835 | $71.80 | $59,953.00 |
DisclosureSEC source: 0001228532-17-000028 · primary_doc.xml · nonDerivative · entry 1 Forsythe Ronald G Jr · CIK 0001619795 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,616 F1 · balance_after: Includes 24 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. F2 · balance_after: Of these shares, 2,712 represent 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.