Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAVITA INC.DVA · Entity 3482 | Chief Accounting Officer | November 15, 2022 | April 06, 2023 |
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.
DAVITA INC.
Report date November 15, 2022 · Filed April 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,676 |
Ending reported balance
After 2023-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-15 · Tax withholding · Disposed 602 · Balance 15,932 F1: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 2,470 shares, which represents 50% of the restricted stock units granted to the Reporting Person on November 15,2019. Row 2 · 2023-03-15 · Tax withholding · Disposed 256 · Balance 15,676 F2: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 790 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 2,470 shares, which represents 50% of the restricted stock units granted to the Reporting Person on November 15,2019.
F2: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 790 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2020.
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 |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Apr 6, 2023 21:28 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 256 | $76.04 | $19,466.24 |
DisclosureSEC source: 0000927066-23-000078 · wf-form4_168081651355252.xml · nonDerivative · entry 2 Winstel John D · CIK 0001791119 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,676 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 790 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2020. Read SEC document |
| November 15, 2022 Filed Apr 6, 2023 21:28 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 602 | $70.19 | $42,254.38 |
DisclosureSEC source: 0000927066-23-000078 · wf-form4_168081651355252.xml · nonDerivative · entry 1 Winstel John D · CIK 0001791119 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,932 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 2,470 shares, which represents 50% of the restricted stock units granted to the Reporting Person on November 15,2019. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:36 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 5,423 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000042 · wf-form4_164754937794480.xml · nonDerivative · entry 1 Winstel John D · CIK 0001791119 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,534 F1 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2025 and March 15, 2026, subject to continued service through each applicable vesting date. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:39 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 4,590 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000049 · wf-form4_161601711602502.xml · nonDerivative · entry 1 Winstel John D · CIK 0001791119 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,111 F1 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2024 and March 15, 2025, respectively, subject to continued service through each applicable vesting date. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:54 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000045 · wf-form4_158448928103970.xml · nonDerivative · entry 1 Winstel John D · CIK 0001791119 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,521 F1 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2023 and March 15, 2024, subject to continued service through each applicable vesting date. 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.