Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAVITA INC.DVA · Entity 3482 | Director · Chief Executive Officer | June 15, 2026 | June 17, 2026 |
| GILEAD SCIENCES, INC.GILD · Entity 405 | Director | April 30, 2026 | May 04, 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.
DAVITA INC.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 840,408 |
Ending reported balance
After 2026-06-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-15 · Sale · Disposed 30,000 · Balance 879,815 F1: Represents the weighted average sale price of $209.503. The range of prices for the sale of these shares was $209.000 - $210.140 rounded to the nearest hundredths. 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. Row 2 · 2026-06-16 · Sale · Disposed 39,407 · Balance 840,408 F2: Represents the weighted average sale price of $209.278. The range of prices for the sale of these shares was $209.200 - $209.800 rounded to the nearest hundredths. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average sale price of $209.503. The range of prices for the sale of these shares was $209.000 - $210.140 rounded to the nearest hundredths. 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.
F2: Represents the weighted average sale price of $209.278. The range of prices for the sale of these shares was $209.200 - $209.800 rounded to the nearest hundredths. 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.
GILEAD SCIENCES, INC.
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,364 |
Reported balance
After 2026-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 1,146 · Balance 13,364 F1: Represents 1,146 restricted stock units ("RSUs") granted under the Gilead Sciences, Inc. 2022 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of Gilead Sciences, Inc.'s common stock. The RSUs vested immediately upon the grant date of April 30, 2026. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $130.84 · Expires 2036-04-30 | Direct | 4,884 |
Reported balance
After 2026-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-30 · Grant · Acquired 4,884 · Balance 4,884 F2: 100% of the shares subject to the stock option vested immediately upon the grant date of April 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 1,146 restricted stock units ("RSUs") granted under the Gilead Sciences, Inc. 2022 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of Gilead Sciences, Inc.'s common stock. The RSUs vested immediately upon the grant date of April 30, 2026.
F2: 100% of the shares subject to the stock option vested immediately upon the grant date of April 30, 2026.
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 |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 17, 2026 22:09 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 39,407 | $209.28 | $8,247,018.15 |
DisclosureSEC source: 0000927066-26-000098 · wk-form4_1781734172.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 840,408 F2 · price: Represents the weighted average sale price of $209.278. The range of prices for the sale of these shares was $209.200 - $209.800 rounded to the nearest hundredths. 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 15, 2026 Filed Jun 17, 2026 22:09 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 30,000 | $209.50 | $6,285,090.00 |
DisclosureSEC source: 0000927066-26-000098 · wk-form4_1781734172.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 879,815 F1 · price: Represents the weighted average sale price of $209.503. The range of prices for the sale of these shares was $209.000 - $210.140 rounded to the nearest hundredths. 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 |
| April 30, 2026 Filed May 4, 2026 20:25 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,884 | $0.00 Strike: $130.84 | $0.00 |
DisclosureSEC source: 0001415548-26-000003 · wk-form4_1777926298.xml · derivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,884 Underlying: Common Stock · 4,884 shares Expires 2036-04-30 F2 · derivative.exercise_date: 100% of the shares subject to the stock option vested immediately upon the grant date of April 30, 2026. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:25 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantCommon Stock | 1,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001415548-26-000003 · wk-form4_1777926298.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,364 F1 · security: Represents 1,146 restricted stock units ("RSUs") granted under the Gilead Sciences, Inc. 2022 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of Gilead Sciences, Inc.'s common stock. The RSUs vested immediately upon the grant date of April 30, 2026. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 56,506 | $0.00 Strike: $150.72 | $0.00 |
DisclosureSEC source: 0000927066-26-000042 · wk-form4_1773778186.xml · derivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,506 Underlying: Common Stock · 56,506 shares Expires 2031-03-15 F2 · derivative.exercise_date: The stock appreciation rights are scheduled to vest 50% each on March 15, 2029 and March 15, 2030, respectively, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 20,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000042 · wk-form4_1773778186.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 909,815 F1 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2029 and March 15, 2030, respectively, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| November 15, 2025 Filed Nov 17, 2025 23:44 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 5,165 | $121.55 | $627,805.75 |
DisclosureSEC source: 0000927066-25-000173 · wk-form4_1763423081.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 888,915 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 12,474 shares, which represents 33.333% of the restricted stock units granted to the Reporting Person on November 15, 2024. Read SEC document |
| May 07, 2025 Filed May 8, 2025 22:25 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 6,809 | $0.00 Strike: $98.90 | $0.00 |
DisclosureSEC source: 0001127602-25-013750 · form4.xml · derivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,809 Underlying: Common Stock · 6,809 shares Expires 2035-05-07 F2 · derivative.exercise_date: 100% of the shares subject to the stock option vested immediately upon the grant date of May 7, 2025. Read SEC document |
| May 07, 2025 Filed May 8, 2025 22:25 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantCommon Stock | 1,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013750 · form4.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,218 F1 · security: Represents 1,516 restricted stock units ("RSUs") granted under the Gilead Sciences, Inc. 2022 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of Gilead Sciences, Inc.'s common stock. The RSUs vested immediately upon the grant date of May 7, 2025. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:42 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 52,106 | $0.00 Strike: $143.45 | $0.00 |
DisclosureSEC source: 0000927066-25-000069 · wk-form4_1742341365.xml · derivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,106 Underlying: Common Stock · 52,106 shares Expires 2030-03-15 F2 · derivative.exercise_date: The stock appreciation rights are scheduled to vest 50% each on March 15, 2028 and March 15, 2029, respectively, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:42 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 18,822 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000069 · wk-form4_1742341365.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 894,080 F1 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2028 and March 15, 2029, respectively, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:24 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 37,423 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000194 · wk-form4_1732051482.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 875,258 F1 · shares: These restricted stock units are scheduled to vest 33.333% each on November 15, 2025, November 15, 2026 and November 15, 2027, subject to continued service through each applicable vesting date. Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 22:07 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 50,000 | $165.05 | $8,252,515.00 |
DisclosureSEC source: 0000927066-24-000165 · wk-form4_1726610826.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 837,835 F2 · price: Represents the weighted average sale price of $165.0503. The range of prices for the sale of these shares was $164.07 - $165.96 rounded to the nearest hundredths. 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 |
| September 13, 2024 Filed Sep 17, 2024 22:07 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 9,881 | $162.85 | $1,609,121.84 |
DisclosureSEC source: 0000927066-24-000165 · wk-form4_1726610826.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 887,835 F1 · price: 1. Represents the weighted average sale price of $162.8501. The range of prices for the sale of these shares was $162.68 - $162.96 rounded to the nearest hundredths. 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 |
| August 27, 2024 Filed Aug 28, 2024 21:36 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 7,943 | $155.93 | $1,238,588.53 |
DisclosureSEC source: 0000927066-24-000154 · wk-form4_1724881011.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 897,716 F2 · price: Represents the weighted average sale price of $155.9346. The range of prices for the sale of these shares was $155.90- $156.06 rounded to the nearest hundredths. 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 |
| August 26, 2024 Filed Aug 28, 2024 21:36 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 32,176 | $155.93 | $5,017,303.43 |
DisclosureSEC source: 0000927066-24-000154 · wk-form4_1724881011.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 905,659 F1 · price: Represents the weighted average sale price of $155.9331. The range of prices for the sale of these shares was $155.90 - $156.18 rounded to the nearest hundredths. 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 |
| August 20, 2024 Filed Aug 22, 2024 21:38 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 750,000 | $0.00 Strike: $67.80 | $0.00 |
DisclosureSEC source: 0000927066-24-000152 · wk-form4_1724362709.xml · derivative · entry 4 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 750,000 shares Expires 2024-11-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This award was approved by the Compensation Committee of DaVita's Board of Directors on November 4, 2019, subject to stockholder approval to amend its 2011 Incentive Award Plan ("Plan Amendment"). DaVita's stockholder's approved the Plan Amendment on January 23, 2020. This award vested 50% each on November 4, 2022 and November 4, 2023. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 21:38 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 181,928 | $152.17 | $27,683,983.76 |
DisclosureSEC source: 0000927066-24-000152 · wk-form4_1724362709.xml · nonDerivative · entry 3 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 937,835 F2 · shares: Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 21:38 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 334,166 | $152.17 | $50,850,040.22 |
DisclosureSEC source: 0000927066-24-000152 · wk-form4_1724362709.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,119,763 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 |
| August 20, 2024 Filed Aug 22, 2024 21:38 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 750,000 | $67.80 | $50,850,000.00 |
DisclosureSEC source: 0000927066-24-000152 · wk-form4_1724362709.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,453,929 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 08, 2024 Filed May 9, 2024 21:26 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 12,648 | $0.00 Strike: $64.92 | $0.00 |
DisclosureSEC source: 0001127602-24-014816 · form4.xml · derivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,648 Underlying: Common Stock · 12,648 shares Expires 2034-05-08 F2 · derivative.exercise_date: 100% of the shares subject to the stock option vested immediately upon the grant date of May 8, 2024. Read SEC document |
| May 08, 2024 Filed May 9, 2024 21:26 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantCommon Stock | 2,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-014816 · form4.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,702 F1 · security: Represents 2,310 restricted stock units ("RSUs") granted under the Gilead Sciences, Inc. 2022 Equity Incentive Plan. Each RSU represents the contingent right to receive one share of Gilead Sciences, Inc.'s common stock. The RSUs vested immediately upon the grant date of May 8, 2024. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 22:04 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 750,000 | $0.00 Strike: $67.80 | $0.00 |
DisclosureSEC source: 0000927066-24-000033 · wk-form4_1709935450.xml · derivative · entry 4 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750,000 Underlying: Common Stock · 750,000 shares Expires 2024-11-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This award was approved by the Compensation Committee of DaVita's Board of Directors on November 4, 2019, subject to stockholder approval to amend its 2011 Incentive Award Plan ("Plan Amendment"). DaVita's stockholder's approved the Plan Amendment on January 23, 2020. This award vested 50% each on November 4, 2022 and November 4, 2023. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 22:04 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 162,905 | $134.65 | $21,935,158.25 |
DisclosureSEC source: 0000927066-24-000033 · wk-form4_1709935450.xml · nonDerivative · entry 3 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 703,929 F2 · shares: Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 22:04 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 377,646 | $134.65 | $50,850,033.90 |
DisclosureSEC source: 0000927066-24-000033 · wk-form4_1709935450.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 866,834 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 |
| March 06, 2024 Filed Mar 8, 2024 22:04 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 750,000 | $67.80 | $50,850,000.00 |
DisclosureSEC source: 0000927066-24-000033 · wk-form4_1709935450.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,244,480 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 50,000 | $0.00 Strike: $67.80 | $0.00 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · derivative · entry 10 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500,000 Underlying: Common Stock · 50,000 shares Expires 2024-11-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This award was approved by the Compensation Committee of DaVita's Board of Directors on November 4, 2019, subject to stockholder approval to amend its 2011 Incentive Award Plan ("Plan Amendment"). DaVita's stockholder's approved the Plan Amendment on January 23, 2020. This award vested 50% each on November 4, 2022 and November 4, 2023. Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 10,252 | $127.60 | $1,308,155.20 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · nonDerivative · entry 8 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 494,480 F2 · shares: Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 26,568 | $127.60 | $3,390,076.80 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · nonDerivative · entry 7 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 504,732 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 |
| February 28, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 50,000 | $67.80 | $3,390,000.00 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · nonDerivative · entry 6 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531,300 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 7,397 | $126.87 | $938,467.01 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · nonDerivative · entry 5 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481,300 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 450,000 | $0.00 Strike: $67.80 | $0.00 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · derivative · entry 9 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,550,000 Underlying: Common Stock · 450,000 shares Expires 2024-11-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This award was approved by the Compensation Committee of DaVita's Board of Directors on November 4, 2019, subject to stockholder approval to amend its 2011 Incentive Award Plan ("Plan Amendment"). DaVita's stockholder's approved the Plan Amendment on January 23, 2020. This award vested 50% each on November 4, 2022 and November 4, 2023. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 67,603 | $126.11 | $8,525,130.40 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · nonDerivative · entry 4 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488,697 F3 · price: Represents the weighted average sale price of $126.1058. The range of prices for the sale of these shares was $125.90- $126.76 rounded to the nearest tenth. 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 |
| February 26, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 89,128 | $125.26 | $11,164,173.28 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · nonDerivative · entry 3 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 556,300 F2 · shares: Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 243,574 | $125.26 | $30,510,079.24 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 645,428 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 |
| February 26, 2024 Filed Feb 28, 2024 22:51 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 450,000 | $67.80 | $30,510,000.00 |
DisclosureSEC source: 0000927066-24-000028 · wk-form4_1709160669.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 889,002 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 |
| December 14, 2023 Filed Dec 18, 2023 23:44 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 500,000 | $0.00 Strike: $67.80 | $0.00 |
DisclosureSEC source: 0000927066-23-000231 · wk-form4_1702943047.xml · derivative · entry 4 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000,000 Underlying: Common Stock · 500,000 shares Expires 2024-11-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The Stock Appreciation Rights were granted on November 4, 2019, which vested 50% each on November 4, 2022 and November 4, 2023. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 23:44 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 82,716 | $108.80 | $8,999,500.80 |
DisclosureSEC source: 0000927066-23-000231 · wk-form4_1702943047.xml · nonDerivative · entry 3 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,002 F2 · shares: Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 23:44 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 311,581 | $108.80 | $33,900,012.80 |
DisclosureSEC source: 0000927066-23-000231 · wk-form4_1702943047.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,718 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 |
| December 14, 2023 Filed Dec 18, 2023 23:44 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 500,000 | $67.80 | $33,900,000.00 |
DisclosureSEC source: 0000927066-23-000231 · wk-form4_1702943047.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 833,299 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, 2023 Filed May 17, 2023 21:46 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 25,805 | $96.86 | $2,499,472.30 |
DisclosureSEC source: 0000927066-23-000147 · wk-form4_1684359977.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,299 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 58,780 shares, which represents 50% of the shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on May 15, 2019. Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:46 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 15,298 | $96.86 | $1,481,764.28 |
DisclosureSEC source: 0000927066-23-000147 · wk-form4_1684359977.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,104 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 34,847 shares, which represents 50% of the restricted stock units granted to the Reporting Person on May 15, 2019. Read SEC document |
| May 10, 2023 Filed May 13, 2023 01:20 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 88,213 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-23-000117 · wk-form4_1683940791.xml · derivative · entry 7 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 88,213 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. F6 · derivative.exercise_date: The Stock Appreciation Rights were granted on May 15, 2018, which vested 50% each on May 15, 2021 and May 15, 2022. Read SEC document |
| May 10, 2023 Filed May 13, 2023 01:20 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 58,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000117 · wk-form4_1683940791.xml · nonDerivative · entry 6 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374,402 F5 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on May 15, 2019, of which 100% will vest on May 15, 2023. Read SEC document |
| May 10, 2023 Filed May 13, 2023 01:20 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 1,400 | $100.04 | $140,062.02 |
DisclosureSEC source: 0000927066-23-000117 · wk-form4_1683940791.xml · nonDerivative · entry 5 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,622 F4 · price: Represents the weighted average sale price of $100.0443. The range of prices for the sale of these shares was $99.99 - $100.12 rounded to the nearest hundredths. 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 |
| May 10, 2023 Filed May 13, 2023 01:20 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 15,516 | $99.38 | $1,542,026.63 |
DisclosureSEC source: 0000927066-23-000117 · wk-form4_1683940791.xml · nonDerivative · entry 4 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317,022 F3 · price: Represents the weighted average sale price of $99.383. The range of prices for the sale of these shares was $98.96 - $99.94 rounded to the nearest hundredths. 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 |
| May 10, 2023 Filed May 13, 2023 01:20 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 13,238 | $100.72 | $1,333,331.36 |
DisclosureSEC source: 0000927066-23-000117 · wk-form4_1683940791.xml · nonDerivative · entry 3 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,538 F2 · shares: Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Read SEC document |
| May 10, 2023 Filed May 13, 2023 01:20 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 58,059 | $100.72 | $5,847,702.48 |
DisclosureSEC source: 0000927066-23-000117 · wk-form4_1683940791.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,776 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 10, 2023 Filed May 13, 2023 01:20 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 88,213 | $66.29 | $5,847,639.77 |
DisclosureSEC source: 0000927066-23-000117 · wk-form4_1683940791.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 403,835 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 03, 2023 Filed May 4, 2023 21:53 UTC | GILEAD SCIENCES, INC. GILD · Entity 405 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 10,173 | $79.45 Strike: $79.45 | $808,244.85 |
DisclosureSEC source: 0001127602-23-014551 · form4.xml · derivative · entry 2 Rodriguez Javier · CIK 0001415548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,173 Underlying: Common Stock · 10,173 shares Expires 2033-05-03 F2 · derivative.exercise_date: 100% of the shares subject to the stock option vested immediately upon the grant date of May 3, 2023. 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.