Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DAVITA INC.
Report date June 30, 2017 · Filed July 05, 2017
Section 16 reporting ended · disclosed 2017-07-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 306 |
Reported balance
After 2017-06-30 transaction · row 1
1 source rowRow 1 · 2017-06-30 · Grant · Acquired 306 · Balance 306 |
| Common StockSEC Table I · non-derivative | IndirectBy Roger J. Valine and Marie Valine Living Trust dated 5/14/1993 | 19,813 |
Reported balance
Holding disclosure · report date 2017-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,813 |
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 30, 2017 Filed Jul 5, 2017 23:47 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000048 · wf-form4_149929841455560.xml · nonDerivative · entry 1 Valine Roger · CIK 0001310132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306 Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:58 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 36,000 | $42.47 Strike: $42.47 | $1,528,740.00 |
DisclosureSEC source: 0001179110-17-006797 · edgar.xml · derivative · entry 5 Valine Roger · CIK 0001310132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 shares Expires 2017-06-11 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. F2 · derivative.exercise_date: The Stock Appreciation Rights were granted on 6/11/2012, and vested 100% on 6/11/2013. Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:58 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 12,994 | $66.21 | $860,366.52 |
DisclosureSEC source: 0001179110-17-006797 · edgar.xml · nonDerivative · entry 3 Valine Roger · CIK 0001310132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents the weighted average sale price of $66.2126. The range of prices for the sale of these shares was $66.0750 - $66.2950 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 |
| May 04, 2017 Filed May 8, 2017 18:58 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 23,006 | $66.45 | $1,528,748.70 |
DisclosureSEC source: 0001179110-17-006797 · edgar.xml · nonDerivative · entry 2 Valine Roger · CIK 0001310132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,994 Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:58 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 36,000 | $42.47 | $1,528,740.00 |
DisclosureSEC source: 0001179110-17-006797 · edgar.xml · nonDerivative · entry 1 Valine Roger · CIK 0001310132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 22:44 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005690 · edgar.xml · nonDerivative · entry 1 Valine Roger · CIK 0001310132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349 Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:03 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000369 · edgar.xml · nonDerivative · entry 1 Valine Roger · CIK 0001310132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370 Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 00:44 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030404 · edgar.xml · nonDerivative · entry 1 Valine Roger · CIK 0001310132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359 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.