Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAVITA INC.DVA · Entity 3482 | Chief Accounting Officer | June 02, 2019 | June 04, 2019 |
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 02, 2019 · Filed June 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,125 |
Reported balance
After 2019-06-02 transaction · row 1
1 source rowRow 1 · 2019-06-02 · Tax withholding · Disposed 277 · Balance 33,125 F1: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 746 shares, which represent 50% of the restricted stock units granted to the Reporting Person on 6/2/2015. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 746 shares, which represent 50% of the restricted stock units granted to the Reporting Person on 6/2/2015.
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 02, 2019 Filed Jun 4, 2019 23:45 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 277 | $43.42 | $12,027.34 |
DisclosureSEC source: 0000927066-19-000101 · wf-form4_155969189963544.xml · nonDerivative · entry 1 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,125 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 746 shares, which represent 50% of the restricted stock units granted to the Reporting Person on 6/2/2015. Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:34 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 7,965 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000092 · wf-form4_155813604071439.xml · nonDerivative · entry 2 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,402 F4 · shares: These restricted stock units are scheduled to vest 50% each on 5/15/2022 and 5/15/2023, subject to continued service through each applicable vesting date. Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:34 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 306 | $50.22 | $15,367.32 |
DisclosureSEC source: 0000927066-19-000092 · wf-form4_155813604071439.xml · nonDerivative · entry 1 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,437 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 827 shares, which represents 50% of the restricted stock units granted to the Reporting Person on 5/13/2016. F2 · balance_after: The number of shares reported include shares acquired under the DaVita Employee Stock Purchase Plan, exempt under Rule 16b-3. F3 · balance_after: Includes 6,006 restricted stock units, which may be settled solely in shares of common stock, that the Reporting Person had previously reported on Table II. Read SEC document |
| June 02, 2018 Filed Jun 6, 2018 00:16 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 295 | $66.91 | $19,738.45 |
DisclosureSEC source: 0000927066-18-000121 · wf-form4_152824415990653.xml · nonDerivative · entry 1 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,002 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 746 shares of common stock underlying the restricted stock units granted to the Reporting Person on 6/2/2015. The remaining 746 shares of common stock underlying the restricted stock units granted to the Reporting Person on 6/2/2015 will vest on 6/2/2019, subject to continued service through the vesting date. Read SEC document |
| May 15, 2018 Filed May 18, 2018 01:04 UTC | DAVITA INC. DVA · Entity 3482 | GrantRestricted Stock Units · Derivative | 6,006 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000106 · wf-form4_152660544927287.xml · derivative · entry 2 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,006 Underlying: Common Stock · 6,006 shares Expires 2023-05-15 F2 · 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 | Tax withholdingCommon Stock | 352 | $66.83 | $23,524.16 |
DisclosureSEC source: 0000927066-18-000106 · wf-form4_152660544927287.xml · nonDerivative · entry 1 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,297 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 901 shares of common stock underlying the restricted stock units granted to the Reporting Person on 4/24/2014. The remaining 900 shares of common stock underlying the restricted stock units granted to the Reporting Person on 4/24/2014 will vest on 5/15/2019, subject to continued service through the vesting date. Read SEC document |
| January 16, 2018 Filed Jan 19, 2018 00:14 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 14,000 | $0.00 Strike: $58.94 | $0.00 |
DisclosureSEC source: 0000927066-18-000022 · wf-form4_151632084253753.xml · derivative · entry 4 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,000 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. F2 · derivative.expiration_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 |
| January 16, 2018 Filed Jan 19, 2018 00:14 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 3,572 | $78.95 | $282,007.61 |
DisclosureSEC source: 0000927066-18-000022 · wf-form4_151632084253753.xml · nonDerivative · entry 3 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,649 F1 · price: Represents the weighted average sale price of $78.9495. The range of prices for the sale of these shares was $78.3800 - $79.5000 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 |
| January 16, 2018 Filed Jan 19, 2018 00:14 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 10,428 | $79.13 | $825,167.64 |
DisclosureSEC source: 0000927066-18-000022 · wf-form4_151632084253753.xml · nonDerivative · entry 2 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,221 Read SEC document |
| January 16, 2018 Filed Jan 19, 2018 00:14 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 14,000 | $58.94 | $825,160.00 |
DisclosureSEC source: 0000927066-18-000022 · wf-form4_151632084253753.xml · nonDerivative · entry 1 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,649 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 07, 2017 Filed Dec 11, 2017 23:43 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 28,000 | $0.00 Strike: $55.34 | $0.00 |
DisclosureSEC source: 0000927066-17-000091 · wf-form4_151303577414509.xml · derivative · entry 4 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,000 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 23:43 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 5,608 | $69.46 | $389,506.44 |
DisclosureSEC source: 0000927066-17-000091 · wf-form4_151303577414509.xml · nonDerivative · entry 3 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,649 F1 · price: Represents the weighted average sale price of $69.4555. The range of prices for the sale of these shares was $68.9501 - $69.8300 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 23:43 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 22,392 | $69.20 | $1,549,526.40 |
DisclosureSEC source: 0000927066-17-000091 · wf-form4_151303577414509.xml · nonDerivative · entry 2 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,257 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 23:43 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 28,000 | $55.34 | $1,549,520.00 |
DisclosureSEC source: 0000927066-17-000091 · wf-form4_151303577414509.xml · nonDerivative · entry 1 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,649 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 01:03 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 3,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008780 · edgar.xml · nonDerivative · entry 1 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,649 F1 · kind: These restricted stock units were granted on 6/6/2017. They are scheduled to vest 50% each on 5/15/2020 and 5/15/2021, subject to continued service through each applicable vesting date. Read SEC document |
| May 15, 2017 Filed May 17, 2017 21:22 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 900 | $66.05 | $59,445.09 |
DisclosureSEC source: 0001179110-17-007436 · edgar.xml · nonDerivative · entry 1 HILGER JAMES K · CIK 0001264734 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,605 F1 · kind: The Restricted Stock Units were granted on 4/24/2014. 50% vested on 5/15/2017 and the remaining 50% will vest on 5/15/2018. F2 · balance_after: Includes 358 shares acquired by the Reporting Person under the Issuer's employee stock purchase plan on 12/30/2016. 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.