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 |
|---|---|---|---|---|---|---|
| May 02, 2018 Filed May 4, 2018 14:03 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $313.00 | $313,000.00 |
DisclosureSEC source: 0001209191-18-027963 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,270 Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 17:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 3,333 | $135.85 Strike: $135.85 | $452,788.05 |
DisclosureSEC source: 0001209191-18-026030 · doc4.xml · derivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,218 Underlying: capital stock · 3,333 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 |
| April 24, 2018 Filed Apr 25, 2018 17:28 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 2,077 | $302.72 | $628,749.44 |
DisclosureSEC source: 0001209191-18-026030 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,270 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 17:28 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 3,333 | $135.85 | $452,788.05 |
DisclosureSEC source: 0001209191-18-026030 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,347 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, 2018 Filed Feb 20, 2018 18:41 UTC | CHEMED CORP CHE · Entity 3723 | Grantperformance stock units · Derivative | 590 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011192 · doc4.xml · derivative · entry 6 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,826 Underlying: capital stock · 590 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: 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. F7 · 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 16, 2018 Filed Feb 20, 2018 18:41 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011192 · doc4.xml · derivative · entry 5 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236 Underlying: capital stock · 265 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 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. F5 · derivative.expiration_date: PSU's awarded February 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:41 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionperformance stock units · Derivative | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011192 · doc4.xml · derivative · entry 4 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,501 Underlying: capital stock · 265 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 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. F5 · derivative.expiration_date: PSU's awarded February 20, 2015 vest based on achievement of performance targets over a period of January 1, 2015 to December 31, 2017. The determination of the performance level was to be made by March 15, 2018. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:41 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 292 | $256.29 | $74,836.68 |
DisclosureSEC source: 0001209191-18-011192 · doc4.xml · nonDerivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,014 F3 · shares: Shares withheld to satisfy tax obligations in connection with vesting of PSU's. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:41 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 540 | $256.29 | $138,396.60 |
DisclosureSEC source: 0001209191-18-011192 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,306 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, 2015 through December 31, 2017, compared to a defined peer group of companies. The Company's performance ranked in the 90th percentile of that group, yielding an award of 200%; including the reinvestment of dividends paid during such period, the award is 203.9% of target. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 18:41 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 432 | $256.29 | $110,717.28 |
DisclosureSEC source: 0001209191-18-011192 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,766 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, 2015 through December 31, 2017. The actual performance of 11.79% yielded an award of 159.9% of target; including the reinvestment of dividends paid during such period, the award is 163.0% of target. Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 15:34 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,000 | $250.00 | $250,000.00 |
DisclosureSEC source: 0001209191-17-063395 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,334 Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 15:32 UTC | CHEMED CORP CHE · Entity 3723 | Salecapital stock | 1,579 | $235.00 | $371,065.00 |
DisclosureSEC source: 0001209191-17-061363 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,334 Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:42 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversionstock option(right to buy with tandem tax withholding) · Derivative | 4,000 | $157.36 Strike: $157.36 | $629,440.00 |
DisclosureSEC source: 0001209191-17-059675 · doc4.xml · derivative · entry 3 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,551 Underlying: capital stock · 4,000 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. F2 · derivative.exercise_date: vesting in three equal annual installments commencing 11/6/2016. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:42 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 3,113 | $231.60 | $720,970.80 |
DisclosureSEC source: 0001209191-17-059675 · doc4.xml · nonDerivative · entry 2 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,913 F1 · kind: Payment of purchase price and tax obligation on stock option exercise. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 14:42 UTC | CHEMED CORP CHE · Entity 3723 | Exercise / conversioncapital stock | 4,000 | $157.36 | $629,440.00 |
DisclosureSEC source: 0001209191-17-059675 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,026 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, 2017 Filed Nov 6, 2017 16:14 UTC | CHEMED CORP CHE · Entity 3723 | Grantstock option(right to buy with tandem tax withholding) · Derivative | 8,000 | $231.91 Strike: $231.91 | $1,855,280.00 |
DisclosureSEC source: 0001209191-17-059360 · doc4.xml · derivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,551 Underlying: capital stock · 8,000 shares Expires 2022-11-03 F1 · derivative.exercise_date: Vesting in three equal annual installments commencing 11/03/2018 Read SEC document |
| May 22, 2017 Filed May 22, 2017 19:35 UTC | CHEMED CORP CHE · Entity 3723 | Tax withholdingcapital stock | 110 | $198.86 | $21,874.60 |
DisclosureSEC source: 0001209191-17-034244 · doc4.xml · nonDerivative · entry 1 Witzeman Michael D · CIK 0001699624 · vice president and controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,026 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.