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 |
|---|---|---|---|---|---|---|
| May 15, 2018 Filed May 18, 2018 01:04 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 88,213 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-18-000107 · wf-form4_152660547369622.xml · derivative · entry 2 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,213 Underlying: Common Stock · 88,213 shares Expires 2022-05-15 F1 · security: 50% will vest on each of 5/15/2021 and 5/15/2022, subject to continued service through each applicable vesting date. Read SEC document |
| May 15, 2018 Filed May 18, 2018 01:04 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000107 · wf-form4_152660547369622.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,847 Read SEC document |
| March 16, 2018 Filed Mar 21, 2018 01:08 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock · Derivative | 280,000 | $0.00 Strike: $58.94 | $0.00 |
DisclosureSEC source: 0000927066-18-000034 · wf-form4_152159449951953.xml · derivative · entry 3 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 280,000 shares Expires 2018-03-19 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. F1 · derivative.exercise_date: The Stock Appreciation Rights were granted on 3/19/2013. 50% vested on 3/19/2016 and the remaining 50% vested on 3/19/2017. Read SEC document |
| March 16, 2018 Filed Mar 21, 2018 01:08 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 237,628 | $69.45 | $16,503,264.60 |
DisclosureSEC source: 0000927066-18-000034 · wf-form4_152159449951953.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,189 Read SEC document |
| March 16, 2018 Filed Mar 21, 2018 01:08 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 280,000 | $58.94 | $16,503,200.00 |
DisclosureSEC source: 0000927066-18-000034 · wf-form4_152159449951953.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,817 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 16, 2018 Filed Apr 14, 2018 00:47 UTC Amendment | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 18,636 | $69.45 | $1,294,270.20 |
DisclosureSEC source: 0000927066-18-000058 · wf-form4a_152366680921793.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,553 F1 · shares: The shares withheld to pay taxes were omitted from the reporting person's original Form 4 filed on 3/20/2018. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 23:44 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 112,500 | $0.00 Strike: $55.34 | $0.00 |
DisclosureSEC source: 0000927066-17-000092 · wf-form4_151303587555262.xml · derivative · entry 4 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 112,500 shares Expires 2017-12-18 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. F2 · derivative.exercise_date: The Stock Appreciation Rights were granted on 12/18/2012. 50% vested on 4/1/2015 and the remaining 50% vested on 4/1/2016. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 23:44 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 22,532 | $67.48 | $1,520,466.12 |
DisclosureSEC source: 0000927066-17-000092 · wf-form4_151303587555262.xml · nonDerivative · entry 3 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,817 F1 · price: Represents the weighted average sale price of $67.4803. The range of prices for the sale of these shares was $67.3900 - $67.7400 rounded to the nearest ten-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 |
| December 07, 2017 Filed Dec 11, 2017 23:44 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 89,968 | $69.20 | $6,225,785.60 |
DisclosureSEC source: 0000927066-17-000092 · wf-form4_151303587555262.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,349 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 23:44 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 112,500 | $55.34 | $6,225,750.00 |
DisclosureSEC source: 0000927066-17-000092 · wf-form4_151303587555262.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · Chief Executive Officer, DKC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,317 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 06, 2017 Filed Jun 9, 2017 01:04 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 79,909 | $0.00 Strike: $65.48 | $0.00 |
DisclosureSEC source: 0001179110-17-008781 · edgar.xml · derivative · entry 2 Rodriguez Javier · CIK 0001415548 · CEO-Kidney Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,909 Underlying: Common Stock · 79,909 shares Expires 2022-05-15 F1 · derivative.exercise_date: The Stock Appreciation Rights were granted on 6/6/2017. 50% will vest on 5/15/2020 and the remaining 50% will vest on 5/15/2021. Read SEC document |
| May 15, 2017 Filed May 17, 2017 22:59 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 1,294 | $66.21 | $85,670.31 |
DisclosureSEC source: 0001179110-17-007452 · edgar.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · CEO-Kidney Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,817 F1 · price: Represents the weighted average sale price of $65.2058. The range of prices for the sale of these shares was $66.1300 - $66.2550 rounded to the nearest ten-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 |
| May 15, 2017 Filed May 17, 2017 22:59 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007452 · edgar.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · CEO-Kidney Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,111 Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 02:03 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 80,000 | $0.00 Strike: $36.96 | $0.00 |
DisclosureSEC source: 0001179110-16-032290 · edgar.xml · derivative · entry 3 Rodriguez Javier · CIK 0001415548 · CEO-Kidney Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,000 shares Expires 2016-12-08 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. F1 · derivative.exercise_date: The Stock Appreciation Rights were granted on 12/8/2011, and vested in three equal installments on 12/8/2013, 12/8/2014 and 12/8/2015, respectively. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 02:03 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 46,447 | $63.66 | $2,956,816.02 |
DisclosureSEC source: 0001179110-16-032290 · edgar.xml · nonDerivative · entry 2 Rodriguez Javier · CIK 0001415548 · CEO-Kidney Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,817 Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 02:03 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 80,000 | $36.96 | $2,956,800.00 |
DisclosureSEC source: 0001179110-16-032290 · edgar.xml · nonDerivative · entry 1 Rodriguez Javier · CIK 0001415548 · CEO-Kidney Care 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,264 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.