Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | Director | September 30, 2026 | October 03, 2026 |
| DAVITA INC.DVA · Entity 3482 | Director | August 15, 2026 | August 18, 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.
BRISTOL MYERS SQUIBB CO
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 45,980.077 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 560.897 · Balance 45,980.077 F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.
F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.
DAVITA INC.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,803 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Grant · Acquired 278 · Balance 9,803 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KINDRED HEALTHCARE, INC
Report date July 02, 2018 · Filed July 02, 2018
Section 16 reporting ended · disclosed 2018-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-07-02 transaction · row 1
1 source rowRow 1 · 2018-07-02 · Disposition to issuer · Disposed 84,867 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:26 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 560.897 | $62.40 | $34,999.97 |
DisclosureSEC source: 0001269070-26-000011 · wk-form4_1790972811.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,980.077 Underlying: Common Stock, $0.10 par value · 560.897 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · price: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 22:10 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000117 · wk-form4_1787091007.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,803 Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:20 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 607.428 | $57.62 | $35,000.00 |
DisclosureSEC source: 0001269070-26-000009 · wk-form4_1783023606.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,986.288 Underlying: Common Stock, $0.10 par value · 607.428 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 26, 2026 Filed May 28, 2026 20:22 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 5,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000088 · wk-form4_1779999770.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,525 Read SEC document |
| May 15, 2026 Filed May 18, 2026 20:11 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000081 · wk-form4_1779135090.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,563 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:28 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 577.082 | $60.65 | $35,000.02 |
DisclosureSEC source: 0001269070-26-000007 · wk-form4_1775161696.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,903.777 Underlying: Common Stock, $0.10 par value · 577.082 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000043 · wk-form4_1773778192.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,313 Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:36 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,996.367 | $55.05 | $220,000.00 |
DisclosureSEC source: 0001269070-26-000004 · wk-form4_1770154603.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,326.695 Underlying: Common Stock, $0.10 par value · 3,996.367 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:16 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 648.869 | $0.00 | $0.00 |
DisclosureSEC source: 0001269070-26-000002 · wk-form4_1767647759.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,891.933 Underlying: Common Stock, $0.10 par value · 648.869 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| November 15, 2025 Filed Nov 17, 2025 23:47 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000181 · wk-form4_1763423267.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,981 Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 22:20 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 776.053 | $0.00 | $0.00 |
DisclosureSEC source: 0001269070-25-000004 · wk-form4_1759443608.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,734.687 Underlying: Common Stock, $0.10 par value · 776.053 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 21:24 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000150 · wk-form4_1755638673.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,570 Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:41 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 756.103 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-25-000117 · wk-form4_1751406104.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,447.723 Underlying: Common Stock, $0.10 par value · 756.103 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 15, 2025 Filed May 17, 2025 01:14 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000103 · wk-form4_1747444488.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,201 Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 22:03 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 573.865 | $60.99 | $35,000.03 |
DisclosureSEC source: 0000014272-25-000085 · wk-form4_1743545029.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,251.068 Underlying: Common Stock, $0.10 par value · 573.865 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:41 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000061 · wk-form4_1742341286.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,853 Read SEC document |
| February 01, 2025 Filed Feb 5, 2025 00:38 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,562.341 | $58.95 | $210,000.00 |
DisclosureSEC source: 0000014272-25-000034 · wk-form4_1738715913.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,677.203 Underlying: Common Stock, $0.10 par value · 3,562.341 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 23:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 618.812 | $56.56 | $35,000.01 |
DisclosureSEC source: 0000014272-25-000010 · wk-form4_1735860695.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,796.367 Underlying: Common Stock, $0.10 par value · 618.812 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 02, 2024 Filed Dec 5, 2024 22:44 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000204 · wk-form4_1733438665.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,504 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:24 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 312 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000190 · wk-form4_1732051438.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,004 Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 21:47 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 676.459 | $51.74 | $34,999.99 |
DisclosureSEC source: 0000014272-24-000141 · wk-form4_1727905642.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,847.867 Underlying: Common Stock, $0.10 par value · 676.459 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:23 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000145 · wk-form4_1724106229.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,692 Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:27 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 842.764 | $41.53 | $34,999.99 |
DisclosureSEC source: 0000014272-24-000114 · wk-form4_1719955638.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,812.523 Underlying: Common Stock, $0.10 par value · 842.764 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:29 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000106 · wk-form4_1715981345.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,359 Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 22:44 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 645.399 | $54.23 | $34,999.99 |
DisclosureSEC source: 0000014272-24-000090 · wk-form4_1712097842.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,595.249 Underlying: Common Stock, $0.10 par value · 645.399 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 00:29 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000061 · wk-form4_1710894522.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,996 Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:33 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 4,314.773 | $48.67 | $210,000.00 |
DisclosureSEC source: 0000014272-24-000042 · wk-form4_1707179577.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,949.85 Underlying: Common Stock, $0.10 par value · 4,314.773 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:44 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 657.767 | $51.31 | $33,750.02 |
DisclosureSEC source: 0000014272-24-000016 · wk-form4_1704321855.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,359.43 Underlying: Common Stock, $0.10 par value · 657.767 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:45 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 529 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000227 · wk-form4_1700261127.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,630 Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:38 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 581.496 | $58.04 | $33,750.03 |
DisclosureSEC source: 0000014272-23-000171 · wk-form4_1696372668.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,463.09 Underlying: Common Stock, $0.10 par value · 581.496 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:16 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000196 · wk-form4_1692306998.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,101 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:37 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 527.756 | $63.95 | $33,750.00 |
DisclosureSEC source: 0000014272-23-000144 · wk-form4_1688593040.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,689.931 Underlying: Common Stock, $0.10 par value · 527.756 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:43 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000144 · wk-form4_1684359798.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,626 Read SEC document |
| May 12, 2023 Filed May 13, 2023 01:31 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 7,165 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-23-000119 · wk-form4_1683941480.xml · derivative · entry 4 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,165 shares Expires 2023-05-15 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 12, 2023 Filed May 13, 2023 01:31 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 2,196 | $95.26 | $209,195.35 |
DisclosureSEC source: 0000927066-23-000119 · wk-form4_1683941480.xml · nonDerivative · entry 3 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,110 Read SEC document |
| May 12, 2023 Filed May 13, 2023 01:31 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 4,969 | $95.59 | $474,986.71 |
DisclosureSEC source: 0000927066-23-000119 · wk-form4_1683941480.xml · nonDerivative · entry 2 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,306 F1 · shares: Represents the shares withheld in payment of the base price in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Read SEC document |
| May 12, 2023 Filed May 13, 2023 01:31 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 7,165 | $66.29 | $474,967.85 |
DisclosureSEC source: 0000927066-23-000119 · wk-form4_1683941480.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,275 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 31, 2023 Filed Apr 5, 2023 00:38 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 486.943 | $69.31 | $33,750.02 |
DisclosureSEC source: 0000014272-23-000094 · wf-form4_168065512260636.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,995.546 Underlying: Common Stock, $0.10 par value · 486.943 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:42 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000060 · wf-form4_167908933017247.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,110 Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:17 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 2,807.806 | $71.23 | $200,000.02 |
DisclosureSEC source: 0000014272-23-000031 · wf-form4_167546985871950.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,508.603 Underlying: Common Stock, $0.10 par value · 2,807.806 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 22:24 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 469.076 | $71.95 | $33,750.02 |
DisclosureSEC source: 0000014272-23-000013 · wf-form4_167287101551788.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,568.215 Underlying: Common Stock, $0.10 par value · 469.076 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 22:31 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000187 · wf-form4_166863789642089.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,452 Read SEC document |
| September 30, 2022 Filed Oct 5, 2022 01:03 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 474.75 | $71.09 | $33,749.98 |
DisclosureSEC source: 0000014272-22-000185 · wf-form4_166493176376750.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,988.025 Underlying: Common Stock, $0.10 par value · 474.75 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 23:25 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000149 · wf-form4_166069232299741.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,775 Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:31 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 438.312 | $77.00 | $33,750.02 |
DisclosureSEC source: 0000014272-22-000162 · wf-form4_165705307314218.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,400.313 Underlying: Common Stock, $0.10 par value · 438.312 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:17 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000106 · wf-form4_165282582164456.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,261 Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 22:14 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 462.139 | $73.03 | $33,750.01 |
DisclosureSEC source: 0000014272-22-000107 · wf-form4_164911046730746.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,855.158 Underlying: Common Stock, $0.10 par value · 462.139 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 01:32 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 429 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000032 · wf-form4_164748075506087.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,786 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 23:04 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,067.955 | $65.19 | $199,999.99 |
DisclosureSEC source: 0000014272-22-000040 · wf-form4_164392943287057.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,393.019 Underlying: Common Stock, $0.10 par value · 3,067.955 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:23 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 521.251 | $62.35 | $32,500.00 |
DisclosureSEC source: 0000014272-22-000018 · wf-form4_164133855890002.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,232.025 Underlying: Common Stock, $0.10 par value · 521.251 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. 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.