Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEMED CORPCHE · Entity 3723 | VP & Chief Financial Officer | February 13, 2026 | February 17, 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 February 13, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Capital StockSEC Table I · non-derivative | Direct | 5,953 |
Ending reported balance
After 2026-02-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-13 · Exercise / conversion · Acquired 413 · Balance 6,073 F1: 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. Row 2 · 2026-02-13 · Exercise / conversion · Acquired 0 · Balance 6,073 F2: 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. Row 3 · 2026-02-13 · Tax withholding · Disposed 120 · Balance 5,953 F3: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,403 |
Reported balance
After 2026-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-13 · Exercise / conversion · Disposed 333 · Balance 2,403 F4: 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: 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. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,070 |
Reported balance
After 2026-02-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-13 · Exercise / conversion · Disposed 333 · Balance 2,070 F4: 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: 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. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,464 |
Reported balance
After 2026-02-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-13 · Grant · Acquired 1,394 · Balance 3,464 F6: Each performance stock unit represents a contingent right to receive one share of Chemed Capital Stock F7: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: Shares withheld to satisfy tax obligations in connection with vesting of PSUs.
F4: 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: 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.
F6: Each performance stock unit represents a contingent right to receive one share of Chemed Capital Stock
F7: 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.
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 13, 2026 Filed Feb 17, 2026 20:37 UTC | CHEMED CORP CHE · Entity 3723 | GrantPerformance Stock Units · Derivative | 1,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054421 · ownership.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,464 Underlying: Capital Stock · 1,394 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 20:37 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054421 · ownership.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,070 Underlying: Capital Stock · 333 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 20:37 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-054421 · ownership.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,403 Underlying: Capital Stock · 333 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 20:37 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 120 | $469.56 | $56,347.20 |
DisclosureSEC source: 0001193125-26-054421 · ownership.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,953 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 20:37 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 0 | $469.56 | $0.00 |
DisclosureSEC source: 0001193125-26-054421 · ownership.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,073 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 20:37 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 413 | $469.56 | $193,928.28 |
DisclosureSEC source: 0001193125-26-054421 · ownership.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,073 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 20:19 UTC | CHEMED CORP CHE · Entity 3723 | GrantStock Option (right to buy with tandem tax withholding) · Derivative | 19,486 | $443.79 Strike: $443.79 | $8,647,691.94 |
DisclosureSEC source: 0001193125-25-246809 · ownership.xml · derivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,970 Underlying: Capital Stock · 19,486 shares Expires 2030-10-21 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/21/2026 Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 19:12 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionStock Option (right to buy with tandem tax withholding) · Derivative | 8,796 | $445.35 Strike: $445.35 | $3,917,298.60 |
DisclosureSEC source: 0000950170-25-037068 · ownership.xml · derivative · entry 3 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,484 Underlying: Capital Stock · 8,796 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 |
| March 10, 2025 Filed Mar 11, 2025 19:12 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 7,494 | $600.92 | $4,503,294.48 |
DisclosureSEC source: 0000950170-25-037068 · ownership.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,660 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 19:12 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 8,796 | $445.35 | $3,917,298.60 |
DisclosureSEC source: 0000950170-25-037068 · ownership.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,154 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 14, 2025 Filed Feb 18, 2025 21:49 UTC | CHEMED CORP CHE · Entity 3723 | GrantPerformance Stock Units · Derivative | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022388 · ownership.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,736 Underlying: Capital Stock · 1,128 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, 2025 to December 31, 2027. The determination of the performance level is to be made by March 15, 2028 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, 2025 to December 31, 2027. The determination of the performance level is to be made by March 15, 2028 and earned shares to be delivered thereafter. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022388 · ownership.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,608 Underlying: Capital Stock · 323 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 18, 2022 vest based on achievement of performance targets over a period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025. F5 · derivative.expiration_date: PSUs awarded February 18, 2022 vest based on achievement of performance targets over a period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Stock Units · Derivative | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022388 · ownership.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,931 Underlying: Capital Stock · 323 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 18, 2022 vest based on achievement of performance targets over a period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025. F5 · derivative.expiration_date: PSUs awarded February 18, 2022 vest based on achievement of performance targets over a period of January 1, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:49 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 276 | $553.39 | $152,735.64 |
DisclosureSEC source: 0000950170-25-022388 · ownership.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,358 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 198 | $553.39 | $109,571.22 |
DisclosureSEC source: 0000950170-25-022388 · ownership.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,634 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, 2022 through December 31, 2024, compared to a defined peer group of companies. The Company's performance ranked in the 31.3 percentile of that group, yielding an award of 60.4%; including the reinvestment of dividends paid during such period, the award is 61.0% of target. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 652 | $553.39 | $360,810.28 |
DisclosureSEC source: 0000950170-25-022388 · ownership.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,436 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 performace stock units ("PSUs") that vested was based on the Company's cumulative adjusted earnings per share for the period January 1, 2022 through December 31, 2024. The actual performance of $64.97 exceeded the maximum payout threshold of $63.75 and therefore yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 202.0% of target. Read SEC document |
| October 22, 2024 Filed Oct 23, 2024 19:13 UTC | CHEMED CORP CHE · Entity 3723 | GrantStock Option (right to buy with tandem tax withholding) · Derivative | 13,395 | $597.70 Strike: $597.70 | $8,006,191.50 |
DisclosureSEC source: 0000950170-24-116588 · ownership.xml · derivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,280 Underlying: Capital Stock · 13,395 shares Expires 2029-10-22 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/22/2025 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 19:42 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionStock Option (right to buy with tandem tax withholding) · Derivative | 7,948 | $471.74 Strike: $471.74 | $3,749,389.52 |
DisclosureSEC source: 0000950170-24-089202 · ownership.xml · derivative · entry 3 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,885 Underlying: Capital Stock · 7,948 shares Expires 2025-10-29 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 10/29/2021 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 19:42 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 7,225 | $560.99 | $4,053,152.75 |
DisclosureSEC source: 0000950170-24-089202 · ownership.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,784 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 19:42 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 7,948 | $471.74 | $3,749,389.52 |
DisclosureSEC source: 0000950170-24-089202 · ownership.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,009 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 |
| May 07, 2024 Filed May 9, 2024 17:34 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionStock Option (right to buy with tandem tax withholding) · Derivative | 1,100 | $413.19 Strike: $413.19 | $454,509.00 |
DisclosureSEC source: 0000950170-24-056604 · ownership.xml · derivative · entry 3 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,833 Underlying: Capital Stock · 1,100 shares Expires 2024-10-29 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 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/29/2020 Read SEC document |
| May 07, 2024 Filed May 9, 2024 17:34 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 921 | $576.95 | $531,370.95 |
DisclosureSEC source: 0000950170-24-056604 · ownership.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,061 Read SEC document |
| May 07, 2024 Filed May 9, 2024 17:34 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 1,100 | $413.19 | $454,509.00 |
DisclosureSEC source: 0000950170-24-056604 · ownership.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,982 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 |
| March 21, 2024 Filed Mar 22, 2024 17:21 UTC | CHEMED CORP CHE · Entity 3723 | SaleCapital Stock | 2,650 | $643.14 | $1,704,321.00 |
DisclosureSEC source: 0000950170-24-035217 · ownership.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,882 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $642.49 to $643.27. The reporting person undertakes to provide to Chemed Corporation, any security holder of Chemed Corporation, or staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) of this Form 4. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 17:21 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionStock Option (right to buy with tandem tax withholding) · Derivative | 2,600 | $413.19 Strike: $413.19 | $1,074,294.00 |
DisclosureSEC source: 0000950170-24-035217 · ownership.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,933 Underlying: Capital Stock · 2,600 shares Expires 2024-10-29 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 10/29/2020 Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 17:21 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 355 | $647.44 | $229,841.20 |
DisclosureSEC source: 0000950170-24-035217 · ownership.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,532 Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 17:21 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 2,600 | $413.19 | $1,074,294.00 |
DisclosureSEC source: 0000950170-24-035217 · ownership.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,887 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 16, 2024 Filed Feb 20, 2024 20:09 UTC | CHEMED CORP CHE · Entity 3723 | GrantPerformance Share Units · Derivative | 942 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016998 · ownership.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,254 Underlying: Capital Stock · 942 shares Expires not disclosed F6 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of Chemed Capital Stock. F7 · derivative.exercise_date: Performance share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2024 to December 31, 2026. The determination of the performance level is to be made by March 15, 2027 and earned shares to be delivered thereafter. F7 · derivative.expiration_date: Performance share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2024 to December 31, 2026. The determination of the performance level is to be made by March 15, 2027 and earned shares to be delivered thereafter. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:09 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Share Units · Derivative | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016998 · ownership.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,312 Underlying: Capital Stock · 278 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 19, 2021 vest based on achievement of performance targets over a period of January 1, 2021 through December 31, 2023. The determination of the performance level was to be made by March 15, 2024. F5 · derivative.expiration_date: PSUs awarded February 19, 2021 vest based on achievement of performance targets over a period of January 1, 2021 through December 31, 2023. The determination of the performance level was to be made by March 15, 2024. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:09 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionPerformance Share Units · Derivative | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016998 · ownership.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,590 Underlying: Capital Stock · 278 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 19, 2021 vest based on achievement of performance targets over a period of January 1, 2021 through December 31, 2023. The determination of the performance level was to be made by March 15, 2024. F5 · derivative.expiration_date: PSUs awarded February 19, 2021 vest based on achievement of performance targets over a period of January 1, 2021 through December 31, 2023. The determination of the performance level was to be made by March 15, 2024. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:09 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingCapital Stock | 130 | $586.49 | $76,243.70 |
DisclosureSEC source: 0000950170-24-016998 · ownership.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,287 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:09 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 260 | $586.49 | $152,487.40 |
DisclosureSEC source: 0000950170-24-016998 · ownership.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,417 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, 2021 through December 31, 2023 compared to a defined peer group of companies. The Company's performance ranked in the 47th percentile of that group, yielding an award of 92.6%; including the reinvestment of dividends paid during such period, the award is 93.4% of target. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 20:09 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionCapital Stock | 173 | $586.49 | $101,462.77 |
DisclosureSEC source: 0000950170-24-016998 · ownership.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · VP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,157 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 share units ("PSUs") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2021 through December 31, 2023. The actual performance of 5.47% yielded an award of 61.7% of target; including the reinvestment of dividends paid during such period, the award is 62.2% of target. Read SEC document |
| November 08, 2023 Filed Nov 8, 2023 19:43 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 3,300 | $413.19 Strike: $413.19 | $1,363,527.00 |
DisclosureSEC source: 0001209191-23-054679 · doc4.xml · derivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,533 Underlying: capital stock · 3,300 shares Expires 2024-10-29 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 10/29/2020 Read SEC document |
| November 08, 2023 Filed Nov 8, 2023 19:43 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 2,685 | $582.95 | $1,565,220.75 |
DisclosureSEC source: 0001209191-23-054679 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,984 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 08, 2023 Filed Nov 8, 2023 19:43 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 3,300 | $413.19 | $1,363,527.00 |
DisclosureSEC source: 0001209191-23-054679 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,669 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 |
| October 25, 2023 Filed Oct 26, 2023 16:34 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 12,540 | $509.46 Strike: $509.46 | $6,388,628.40 |
DisclosureSEC source: 0001209191-23-053618 · doc4.xml · derivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,833 Underlying: capital stock · 12,540 shares Expires 2028-10-25 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/25/2024. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011552 · doc4.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,868 Underlying: capital stock · 666 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 share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026 and earned shares to be delivered thereafter. F7 · derivative.expiration_date: Performance share units vest based on the extent to which the Company achieves certain performance targets over a performance period of January 1, 2023 to December 31, 2025. The determination of the performance level is to be made by March 15, 2026 and earned shares to be delivered thereafter. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011552 · doc4.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202 Underlying: capital stock · 211 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 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. F5 · derivative.expiration_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011552 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,413 Underlying: capital stock · 211 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 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. F5 · derivative.expiration_date: PSUs awarded February 21, 2020 vest based on achievement of performance targets over a period of January 1, 2020 to December 31, 2022. The determination of the performance level was to be made by March 15, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 200 | $515.12 | $103,024.00 |
DisclosureSEC source: 0001209191-23-011552 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,369 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSUs. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 243 | $515.12 | $125,174.16 |
DisclosureSEC source: 0001209191-23-011552 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,569 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, 2020 through December 31, 2022, compared to a defined peer group of companies. The Company's performance ranked in the 55.6th percentile of that group, yielding an award of 113.89%; including the reinvestment of dividends paid during such period, the award is 115% of target. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 19:27 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 426 | $515.12 | $219,441.12 |
DisclosureSEC source: 0001209191-23-011552 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,326 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 share units ("PSUs") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2020 through December 31, 2022. The actual performance of 12.67% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 202% of target. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 15:09 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 736 | $498.47 | $366,873.92 |
DisclosureSEC source: 0001209191-22-056493 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 Read SEC document |
| November 04, 2022 Filed Nov 4, 2022 18:21 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 6,900 | $306.70 Strike: $306.70 | $2,116,230.00 |
DisclosureSEC source: 0001209191-22-055758 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,293 Underlying: capital stock · 6,900 shares Expires 2023-11-02 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 11/2/2019 Read SEC document |
| November 04, 2022 Filed Nov 4, 2022 18:21 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 5,450 | $479.27 | $2,612,021.50 |
DisclosureSEC source: 0001209191-22-055758 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,636 F1 · shares: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 04, 2022 Filed Nov 4, 2022 18:21 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 6,900 | $306.70 | $2,116,230.00 |
DisclosureSEC source: 0001209191-22-055758 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,086 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 03, 2022 Filed Nov 4, 2022 18:21 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,300 | $482.62 | $627,406.00 |
DisclosureSEC source: 0001209191-22-055758 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 14:45 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 8,549 | $462.04 Strike: $462.04 | $3,949,979.96 |
DisclosureSEC source: 0001209191-22-055185 · doc4.xml · derivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,193 Underlying: capital stock · 8,549 shares Expires 2027-10-31 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/31/2023 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012076 · doc4.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 Underlying: capital stock · 646 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, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025 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, 2022 to December 31, 2024. The determination of the performance level is to be made by March 15, 2025 and earned shares to be delivered thereafter. 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.