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 18, 2022 Filed Feb 23, 2022 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012076 · doc4.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 978 Underlying: capital stock · 269 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. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. F5 · derivative.expiration_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012076 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247 Underlying: capital stock · 269 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. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. F5 · derivative.expiration_date: PSU's awarded February 22, 2019 vest based on achievement of performance targets over a period of January 1, 2019 to December 31, 2021. The determination of the performance level was to be made by March 15, 2022. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 266 | $459.77 | $122,298.82 |
DisclosureSEC source: 0001209191-22-012076 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,486 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 354 | $459.77 | $162,758.58 |
DisclosureSEC source: 0001209191-22-012076 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,752 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 PSU's that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2019 through December 31, 2021, compared to a defined peer group of companies. The Company's performance ranked in the 63rd percentile of that group, yielding an award of 130.26%; including the reinvestment of dividends paid during such period, the award is 131.6% of target. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 543 | $459.77 | $249,655.11 |
DisclosureSEC source: 0001209191-22-012076 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,398 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 ("PSU's") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2019 through December 31, 2021. The actual performance of 18.63% 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 29, 2021 Filed Nov 2, 2021 18:39 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 8,796 | $445.35 Strike: $445.35 | $3,917,298.60 |
DisclosureSEC source: 0001209191-21-062338 · doc4.xml · derivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,644 Underlying: capital stock · 8,796 shares Expires 2026-10-28 F2 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/28/2022. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:33 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013128 · doc4.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,516 Underlying: capital stock · 556 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, 2021 to December 31, 2023. The determination of the performance level is to be made by March 15, 2024 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, 2021 to December 31, 2023. The determination of the performance level is to be made by March 15, 2024 and earned shares to be delivered thereafter. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:33 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013128 · doc4.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 960 Underlying: capital stock · 295 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. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level is to be made by March 15, 2021 and earned shares delivered thereafter. F5 · derivative.expiration_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level is to be made by March 15, 2021 and earned shares delivered thereafter. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:33 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013128 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255 Underlying: capital stock · 295 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. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level is to be made by March 15, 2021 and earned shares delivered thereafter. F5 · derivative.expiration_date: PSU's vest based on the extent to which the Company achieves certain performance targets over a period of January 1, 2018 to December 31, 2020. The determination of the performance level is to be made by March 15, 2021 and earned shares delivered thereafter. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:33 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 322 | $491.34 | $158,211.48 |
DisclosureSEC source: 0001209191-21-013128 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,710 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:33 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 486 | $491.34 | $238,791.24 |
DisclosureSEC source: 0001209191-21-013128 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,032 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 PSU's that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2018 through December 31, 2020, compared to a defined peer group of companies. The Company's performance ranked in the 79th percentile of that group, yielding an award of 163.2%; including the reinvestment of dividends paid during such period, the award is 164.79% of target. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 20:33 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 596 | $491.34 | $292,838.64 |
DisclosureSEC source: 0001209191-21-013128 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,546 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 ("PSU's") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2018 through December 31, 2020. The actual performance of 29.1% 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 |
| December 17, 2020 Filed Dec 18, 2020 16:53 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,500 | $520.00 | $1,300,000.00 |
DisclosureSEC source: 0001209191-20-064293 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,950 Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 19:43 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 8,000 | $231.91 Strike: $231.91 | $1,855,280.00 |
DisclosureSEC source: 0001209191-20-057116 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,848 Underlying: capital stock · 8,000 shares Expires 2022-11-03 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 11/03/2018 Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 19:43 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 5,551 | $492.38 | $2,733,201.38 |
DisclosureSEC source: 0001209191-20-057116 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,450 F1 · shares: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 19:43 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $514.73 | $514,730.00 |
DisclosureSEC source: 0001209191-20-057116 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,001 Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 19:43 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 8,000 | $231.91 | $1,855,280.00 |
DisclosureSEC source: 0001209191-20-057116 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,001 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 29, 2020 Filed Oct 30, 2020 17:18 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 7,948 | $471.74 Strike: $471.74 | $3,749,389.52 |
DisclosureSEC source: 0001209191-20-056307 · doc4.xml · derivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,848 Underlying: capital stock · 7,948 shares Expires 2025-10-29 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/29/2021 Read SEC document |
| August 03, 2020 Filed Aug 3, 2020 19:19 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,000 | $500.00 | $1,000,000.00 |
DisclosureSEC source: 0001209191-20-044457 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,001 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 17:11 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012366 · doc4.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,550 Underlying: capital stock · 422 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, 2020 to December 31, 2022. The determination of the performance level is to be made by March 15, 2023 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, 2020 to December 31, 2022. The determination of the performance level is to be made by March 15, 2023 and earned shares to be delivered thereafter. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 17:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012366 · doc4.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,128 Underlying: capital stock · 302 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. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 17, 2017 vest based on achievement of performance targets over a period of January 1, 2017 to December 31, 2019. The determination of the performance level was to be made by March 15, 2020. F5 · derivative.expiration_date: PSU's awarded February 17, 2017 vest based on achievement of performance targets over a period of January 1, 2017 to December 31, 2019. The determination of the performance level was to be made by March 15, 2020. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 17:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012366 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,430 Underlying: capital stock · 302 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. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 17, 2017 vest based on achievement of performance targets over a period of January 1, 2017 to December 31, 2019. The determination of the performance level was to be made by March 15, 2020. F5 · derivative.expiration_date: PSU's awarded February 17, 2017 vest based on achievement of performance targets over a period of January 1, 2017 to December 31, 2019. The determination of the performance level was to be made by March 15, 2020. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 17:11 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 334 | $487.90 | $162,958.60 |
DisclosureSEC source: 0001209191-20-012366 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,001 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 17:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 499 | $487.90 | $243,462.10 |
DisclosureSEC source: 0001209191-20-012366 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,335 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 PSU's that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2017 through December 31, 2019, compared to a defined peer group of companies. The Company's performance ranked in the 79th percentile of that group, yielding an award of 163.2%; including the reinvestment of dividends paid during such period, the award is 165.2% of target. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 17:11 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 612 | $487.90 | $298,594.80 |
DisclosureSEC source: 0001209191-20-012366 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,836 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 ("PSU's") that vested based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2017 through December 31, 2019. The actual performance of 24.29% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 202.5% of target. Read SEC document |
| December 04, 2019 Filed Dec 5, 2019 14:57 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,500 | $435.00 | $1,087,500.00 |
DisclosureSEC source: 0001209191-19-059209 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,224 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 16:25 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 6,667 | $135.85 Strike: $135.85 | $905,711.95 |
DisclosureSEC source: 0001209191-19-057723 · doc4.xml · derivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,900 Underlying: capital stock · 6,667 shares Expires 2021-11-04 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 11/04/2017 Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 16:25 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 1,943 | $424.32 | $824,453.76 |
DisclosureSEC source: 0001209191-19-057723 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,724 F1 · kind: payment of tax obligation Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 16:25 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 6,667 | $135.85 | $905,711.95 |
DisclosureSEC source: 0001209191-19-057723 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,667 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 29, 2019 Filed Oct 31, 2019 16:35 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 7,000 | $413.19 Strike: $413.19 | $2,892,330.00 |
DisclosureSEC source: 0001209191-19-054597 · doc4.xml · derivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,567 Underlying: capital stock · 7,000 shares Expires 2024-10-29 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 10/29/2020 Read SEC document |
| August 19, 2019 Filed Aug 19, 2019 17:58 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,175 | $435.00 | $946,125.00 |
DisclosureSEC source: 0001209191-19-046493 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| August 16, 2019 Filed Aug 19, 2019 17:58 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 2,174 | $430.00 | $934,820.00 |
DisclosureSEC source: 0001209191-19-046493 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,175 Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 18:30 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 2,000 | $157.36 Strike: $157.36 | $314,720.00 |
DisclosureSEC source: 0001209191-19-045860 · doc4.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,567 Underlying: capital stock · 2,000 shares Expires 2020-11-06 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. F3 · derivative.exercise_date: vesting in three equal annual installments commencing 11/6/2016. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 18:30 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 6,000 | $106.59 Strike: $106.59 | $639,540.00 |
DisclosureSEC source: 0001209191-19-045860 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,567 Underlying: capital stock · 6,000 shares Expires 2024-11-07 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 11/7/2015 Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 18:30 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 4,651 | $415.97 | $1,934,676.47 |
DisclosureSEC source: 0001209191-19-045860 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,349 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| August 12, 2019 Filed Aug 14, 2019 18:30 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 2,000 | $157.36 | $314,720.00 |
DisclosureSEC source: 0001209191-19-045860 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 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 |
| August 12, 2019 Filed Aug 14, 2019 18:30 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 6,000 | $106.59 | $639,540.00 |
DisclosureSEC source: 0001209191-19-045860 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 12, 2019 Filed Mar 13, 2019 18:43 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 735 | $328.00 | $241,080.00 |
DisclosureSEC source: 0001209191-19-019077 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:04 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012945 · doc4.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,732 Underlying: capital stock · 538 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, 2019 to December 31, 2021. The determination of the performance level is to be made by March 15, 2022 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, 2019 to December 31, 2021. The determination of the performance level is to be made by March 15, 2022 and earned shares to be delivered thereafter Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:04 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012945 · doc4.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,194 Underlying: capital stock · 316 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. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. F5 · derivative.expiration_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:04 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012945 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510 Underlying: capital stock · 316 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. PSU's were settled in shares on their scheduled vesting date as determined by the Compensation Committee. F5 · derivative.exercise_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. F5 · derivative.expiration_date: PSU's awarded February 22, 2016 vest based on achievement of performance targets over a period of January 1, 2016 to December 31, 2018. The determination of the performance level was to be made by March 15, 2019. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:04 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 362 | $322.40 | $116,708.80 |
DisclosureSEC source: 0001209191-19-012945 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,735 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:04 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 455 | $322.40 | $146,692.00 |
DisclosureSEC source: 0001209191-19-012945 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,097 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 PSU's that vested was based on the Company's achieving relative total shareholder returns for the period January 1, 2016 through December 31, 2018, compared to a defined peer group of companies. The Company's performance ranked in the 70th percentile of that group, yielding an award of 141.7%; including the reinvestment of dividends paid during such period, the award is 144.0% of target. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 21:04 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 642 | $322.40 | $206,980.80 |
DisclosureSEC source: 0001209191-19-012945 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,642 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 ("PSU's") that vested was based on the Company's achieving adjusted earnings per share growth rate for the period January 1, 2016 through December 31, 2018. The actual performance of 20.52% yielded an award of 200% of target; including the reinvestment of dividends paid during such period, the award is 203.3% of target. Read SEC document |
| November 02, 2018 Filed Nov 5, 2018 16:25 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 6,900 | $306.70 Strike: $306.70 | $2,116,230.00 |
DisclosureSEC source: 0001209191-18-057076 · doc4.xml · derivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,567 Underlying: capital stock · 6,900 shares Expires 2023-11-02 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/2/2019 Read SEC document |
| August 24, 2018 Filed Aug 24, 2018 15:36 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,706 | $322.00 | $549,332.00 |
DisclosureSEC source: 0001209191-18-048295 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| July 30, 2018 Filed Jul 30, 2018 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 3,551 | $70.30 Strike: $70.30 | $249,635.30 |
DisclosureSEC source: 0001209191-18-044335 · doc4.xml · derivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,667 Underlying: capital stock · 3,551 shares Expires 2023-11-08 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 11/8/2014. Read SEC document |
| July 30, 2018 Filed Jul 30, 2018 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 1,964 | $322.30 | $632,997.20 |
DisclosureSEC source: 0001209191-18-044335 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,706 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| July 30, 2018 Filed Jul 30, 2018 17:49 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 3,551 | $70.30 | $249,635.30 |
DisclosureSEC source: 0001209191-18-044335 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,670 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 22, 2018 Filed May 22, 2018 14:37 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 151 | $333.53 | $50,363.03 |
DisclosureSEC source: 0001209191-18-032195 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,119 F1 · kind: stock award tax obligation 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.