| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Executive Vice President & CFO | Director
2 companies
David Patrick Williams last filed a Form 4 in November 2023, as Director at RGS. The filings on record cover 2 companies. David Patrick Williams's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, David Patrick Williams's trades have earned a middling insider score of 56/100 across 9 rated trades. Over a 12-month horizon, 55.6% of those trades were profitable, with an average 12-month return of -4.2%.
At the last filing, the largest reported position was 5,826 shares of CHE. The CHE filings lean toward selling, a net 148,692 shares.
David Patrick Williams has 53 Form 4 filings on record from February 2015 to November 2023, across 2 companies: Executive Vice President & CFO at Chemed (CHE), 2015–2023; Director at Regis (RGS), 2015–2020.
The 109 reported transactions were 32 option exercises, 27 tax withholdings, 21 open-market sales and 18 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 4 purchases worth about $363K and 18 sales worth about $54.7M.
The largest open-market purchase was 10,000 shares of RGS at an average $11.28 on September 3, 2015, about $113K.
The largest open-market sale was 17,979 shares of CHE at an average $430.80 on August 12, 2019, about $7.7M.
None of the 4 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from November 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 14, 2023 | CHE Chemed Corp | Executive Vice President & CFO | Sell | 5,000 | $586.26 | $2,931,315.36 | -46.2% | +0.3% | -3.8% | |
| Nov 10, 2023 | CHE Chemed Corp | Executive Vice President & CFO | Sell | 5,000 | $580.79 | $2,903,950.00 | -31.6% | +1.8% | -4.1% | |
| Nov 7, 2023 | CHE Chemed Corp | Executive Vice President & CFO | Sell | 6,000 | $583.85 | $3,503,100.00 | -27.5% | +1.5% | -5.2% | |
| Nov 1, 2023 | CHE Chemed Corp | Executive Vice President & CFO | Sale+OE | 5,000 | $568.87 | $2,844,350.00 | -22.0% | +4.5% | -6.2% | |
| Mar 20, 2023 | CHE Chemed Corp | Executive Vice President & CFO | Sell | 4,000 | $523.25 | $2,093,000.00 | -16.4% | +2.8% | +23.6% | |
| Nov 10, 2022 | CHE Chemed Corp | Executive Vice President & CFO | Sale+OE | 8,000 | $497.31 | $3,978,480.00 | -28.4% | -0.7% | +16.3% | |
| May 13, 2022 | CHE Chemed Corp | Executive Vice President & CFO | Sale+OE | 12,000 | $500.85 | $6,010,200.00 | -28.8% | -3.0% | +9.9% | |
| May 6, 2022 | CHE Chemed Corp | Executive Vice President & CFO | Sale+OE | 4,000 | $500.38 | $2,001,520.00 | -11.5% | -5.9% | +9.9% | |
| Sep 11, 2020 | RGS Regis Corp | Director | Sell | 40,000 | $6.19 | $247,600.00 | -34.5% | - | - | |
| Aug 12, 2019 | CHE Chemed Corp | Executive Vice President & CFO | Sale+OE | 17,979 | $430.80 | $7,745,353.20 | -47.5% | - | - |