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 |
|---|---|---|---|---|---|---|
| November 15, 2021 Filed Nov 17, 2021 23:01 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000177 · wf-form4_163719004634640.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,357 Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 549.265 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-21-000213 · wf-form4_163312013548378.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,622.077 Underlying: Common Stock, $0.10 par value · 549.265 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, 2021 Filed Aug 17, 2021 22:35 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000152 · wf-form4_162923970228029.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,911 Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 21:05 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 466.03 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-21-000168 · wf-form4_162517345651375.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000.769 Underlying: Common Stock, $0.10 par value · 466.03 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 |
| June 22, 2021 Filed Jun 23, 2021 23:02 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 7,178 | $0.00 Strike: $66.17 | $0.00 |
DisclosureSEC source: 0000927066-21-000130 · wf-form4_162448936045828.xml · derivative · entry 7 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,178 shares Expires 2022-06-16 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: Price previously reported as $13.234 on Form 4 filed on June 20, 2017. F5 · derivative.exercise_date: The Stock Appreciation Rights were granted on June 16, 2017. 100% vested on June 16, 2018. Read SEC document |
| June 22, 2021 Filed Jun 23, 2021 23:02 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 4,579 | $0.00 Strike: $78.44 | $0.00 |
DisclosureSEC source: 0000927066-21-000130 · wf-form4_162448936045828.xml · derivative · entry 6 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,579 shares Expires 2021-07-11 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: The Stock Appreciation Rights were granted on July 11, 2016. 100% vested on June 20, 2017. Read SEC document |
| June 22, 2021 Filed Jun 23, 2021 23:02 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 5,048 | $124.33 | $627,600.68 |
DisclosureSEC source: 0000927066-21-000130 · wf-form4_162448936045828.xml · nonDerivative · entry 5 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,546 F2 · price: Represents the weighted average sale price of $124.3266. The range of prices for the sale of these shares was $124.311 - $124.431 rounded to the nearest thousandths. The reporting person undertakes to provide upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 22, 2021 Filed Jun 23, 2021 23:02 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 3,820 | $124.36 | $475,055.20 |
DisclosureSEC source: 0000927066-21-000130 · wf-form4_162448936045828.xml · nonDerivative · entry 4 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,594 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 |
| June 22, 2021 Filed Jun 23, 2021 23:02 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 7,178 | $66.17 | $474,968.26 |
DisclosureSEC source: 0000927066-21-000130 · wf-form4_162448936045828.xml · nonDerivative · entry 3 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,414 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 |
| June 22, 2021 Filed Jun 23, 2021 23:02 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 2,889 | $124.36 | $359,276.04 |
DisclosureSEC source: 0000927066-21-000130 · wf-form4_162448936045828.xml · nonDerivative · entry 2 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,236 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 |
| June 22, 2021 Filed Jun 23, 2021 23:02 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 4,579 | $78.44 | $359,176.76 |
DisclosureSEC source: 0000927066-21-000130 · wf-form4_162448936045828.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,125 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 15, 2021 Filed May 19, 2021 00:19 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 379 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000096 · wf-form4_162138345266309.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,546 Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 17:06 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 455.409 | $63.13 | $28,749.97 |
DisclosureSEC source: 0000014272-21-000111 · wf-form4_161738311418691.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,465.193 Underlying: Common Stock, $0.10 par value · 455.409 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, 2021 Filed Mar 17, 2021 21:43 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000056 · wf-form4_161601734602130.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,167 Read SEC document |
| February 01, 2021 Filed Feb 4, 2021 00:19 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,054.171 | $62.21 | $189,999.98 |
DisclosureSEC source: 0000014272-21-000054 · wf-form4_161239792722083.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,009.784 Underlying: Common Stock, $0.10 par value · 3,054.171 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, 2020 Filed Jan 6, 2021 01:13 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 463.485 | $62.03 | $28,749.97 |
DisclosureSEC source: 0000014272-21-000027 · wf-form4_160989558613097.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,909.07 Underlying: Common Stock, $0.10 par value · 463.485 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, 2020 Filed Nov 18, 2020 02:14 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000242 · wf-form4_160566563748125.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,731 Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 20:32 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 476.862 | $60.29 | $28,750.01 |
DisclosureSEC source: 0000014272-20-000269 · wf-form4_160167073815300.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,404.701 Underlying: Common Stock, $0.10 par value · 476.862 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, 2020 Filed Aug 18, 2020 22:16 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000191 · wf-form4_159778895266735.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,301 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 21:11 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 488.946 | $58.80 | $28,750.02 |
DisclosureSEC source: 0000014272-20-000220 · wf-form4_159372425107000.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,890.601 Underlying: Common Stock, $0.10 par value · 488.946 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, 2020 Filed May 20, 2020 01:12 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 599 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000097 · wf-form4_158993710686851.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,723 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:57 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 515.788 | $55.74 | $28,750.02 |
DisclosureSEC source: 0000014272-20-000152 · wf-form4_158586100870058.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,369.029 Underlying: Common Stock, $0.10 par value · 515.788 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, 2020 Filed Mar 17, 2020 23:54 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000043 · wf-form4_158448922906250.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,124 Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 23:10 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,018.268 | $62.95 | $189,999.97 |
DisclosureSEC source: 0000014272-20-000070 · wf-form4_158085782987758.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,853.241 Underlying: Common Stock, $0.10 par value · 3,018.268 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, 2019 Filed Jan 3, 2020 23:52 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 177.802 | $64.19 | $11,413.11 |
DisclosureSEC source: 0000014272-20-000025 · wf-form4_157809550341332.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 833.715 Underlying: Common Stock, $0.10 par value · 177.802 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 20, 2019 Filed Nov 22, 2019 21:57 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 655.913 | $56.41 | $37,000.05 |
DisclosureSEC source: 0000014272-19-000203 · wf-form4_157445984874010.xml · derivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655.913 Underlying: Common Stock, $0.10 par value · 655.913 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 · shares: Represents pro rata portion of the 2019 annual Deferred Share Units awards granted to the Company's 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 |
| November 15, 2019 Filed Nov 19, 2019 23:25 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 671 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000194 · wf-form4_157420591845932.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,499 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 22:19 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000150 · wf-form4_156599392281702.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,828 Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:22 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 946 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000072 · wf-form4_155813533401519.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,014 Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 00:26 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000036 · wf-form4_155433757124980.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,068 Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 00:16 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000016 · wf-form4_154656097491570.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,631 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 17:55 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000178 · wf-form4_153850292440807.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,169 Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 13:12 UTC | KINDRED HEALTHCARE, INC KND · Entity 165258 | Disposition to issuerCommon Stock | 84,867 | $9.00 | $763,803.00 |
DisclosureSEC source: 0001209191-18-040225 · doc4.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:54 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000149 · wf-form4_153066205463775.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,837 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:10 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,165 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-18-000098 · wf-form4_152659855448101.xml · derivative · entry 2 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 7,165 shares Expires 2023-05-15 Read SEC document |
| March 31, 2018 Filed Apr 4, 2018 01:55 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 360 | $65.94 | $23,738.40 |
DisclosureSEC source: 0000927066-18-000047 · wf-form4_152280689250161.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,495 Read SEC document |
| December 31, 2017 Filed Jan 4, 2018 00:54 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 329 | $72.25 | $23,770.25 |
DisclosureSEC source: 0000927066-18-000020 · wf-form4_151502723137437.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,135 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 16:25 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000075 · wf-form4_150704790247278.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,806 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:45 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000043 · wf-form4_149929832165709.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406 Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 22:30 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,178 | $0.00 Strike: $13.23 | $0.00 |
DisclosureSEC source: 0000927066-17-000019 · wf-form4_149799783040127.xml · derivative · entry 2 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 Underlying: Common Stock · 7,178 shares Expires 2022-06-16 Read SEC document |
| May 24, 2017 Filed May 25, 2017 11:53 UTC | KINDRED HEALTHCARE, INC KND · Entity 165258 | GrantCommon Stock | 14,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035204 · doc4.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,867 F1 · shares: These shares represent restricted stock granted to the reporting person. These shares will fully vest on 5/24/2018. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 22:45 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005691 · edgar.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,039 Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:02 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000368 · edgar.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690 Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 00:44 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030405 · edgar.xml · nonDerivative · entry 1 YALE PHYLLIS R · CIK 0001269070 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 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.