Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAVITA INC.DVA · Entity 3482 | Chief Legal & Pub. Affairs Off | June 15, 2026 | June 17, 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 | 109,194 |
Ending reported balance
After 2026-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-15 · Sale · Disposed 8,950 · Balance 115,649 F1: Represents the weighted average sale price of $207.844. The range of prices for the sale of these shares was $206.115 - $208.780 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 · 2026-06-15 · Sale · Disposed 6,455 · Balance 109,194 F2: The transaction reported on this line of this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16, 2026. F3: Represents the weighted average sale price of $209.167. The range of prices for the sale of these shares was $206.115 - $210.410 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 $207.844. The range of prices for the sale of these shares was $206.115 - $208.780 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: The transaction reported on this line of this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16, 2026.
F3: Represents the weighted average sale price of $209.167. The range of prices for the sale of these shares was $206.115 - $210.410 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.
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 15, 2026 Filed Jun 17, 2026 22:10 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 6,455 | $209.17 | $1,350,172.99 |
DisclosureSEC source: 0000927066-26-000099 · wk-form4_1781734221.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,194 F2 · kind: The transaction reported on this line of this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16, 2026. F3 · price: Represents the weighted average sale price of $209.167. The range of prices for the sale of these shares was $206.115 - $210.410 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 22:10 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 8,950 | $207.84 | $1,860,203.80 |
DisclosureSEC source: 0000927066-26-000099 · wk-form4_1781734221.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,649 F1 · price: Represents the weighted average sale price of $207.844. The range of prices for the sale of these shares was $206.115 - $208.780 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 |
| March 15, 2026 Filed Mar 17, 2026 20:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 8,610 | $0.00 Strike: $150.72 | $0.00 |
DisclosureSEC source: 0000927066-26-000035 · wk-form4_1773778141.xml · derivative · entry 6 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,610 Underlying: Common Stock · 8,610 shares Expires 2031-03-15 F6 · 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 | Tax withholdingCommon Stock | 4,348 | $150.72 | $655,330.56 |
DisclosureSEC source: 0000927066-26-000035 · wk-form4_1773778141.xml · nonDerivative · entry 5 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,599 F5 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 9,205 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2023. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:09 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 940 | $150.72 | $141,676.80 |
DisclosureSEC source: 0000927066-26-000035 · wk-form4_1773778141.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,947 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 1,989 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2022. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:09 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 26,118 | $150.72 | $3,936,504.96 |
DisclosureSEC source: 0000927066-26-000035 · wk-form4_1773778141.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,887 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 51,330 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2023 - 2025 performance period and granted to the Reporting Person on March 15, 2023. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:09 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 2,457 | $150.72 | $370,319.04 |
DisclosureSEC source: 0000927066-26-000035 · wk-form4_1773778141.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,005 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 4,829 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2025 performance period and granted to the Reporting Person on March 15, 2022. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 3,185 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000035 · wk-form4_1773778141.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,462 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 |
| March 10, 2026 Filed Mar 12, 2026 20:05 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 51,330 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000016 · wk-form4_1773345946.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,277 F2 · shares: Shares received upon the satisfaction of criteria underlying the award of performance stock units granted to the Reporting Person on March 15, 2023, of which 100% will vest on March 15, 2026. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:05 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 4,829 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000016 · wk-form4_1773345946.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,947 F1 · shares: Shares received upon the satisfaction of criteria underlying the award of performance stock units granted to the Reporting Person on March 15, 2022, of which 100% will vest on March 15, 2026. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 23:57 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 8,079 | $0.00 Strike: $108.93 | $0.00 |
DisclosureSEC source: 0001640409-26-000003 · wk-form4_1770681420.xml · derivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,079 shares Expires 2026-03-15 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. F3 · derivative.exercise_date: The Stock Appreciation Rights were granted on March 15, 2021, which vested 50% each on March 15, 2024 and March 15, 2025. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 23:57 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 817 | $149.22 | $121,912.74 |
DisclosureSEC source: 0001640409-26-000003 · wk-form4_1770681420.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,118 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 06, 2026 Filed Feb 9, 2026 23:57 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 5,898 | $149.22 | $880,099.56 |
DisclosureSEC source: 0001640409-26-000003 · wk-form4_1770681420.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,935 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 06, 2026 Filed Feb 9, 2026 23:57 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 8,079 | $108.93 | $880,045.47 |
DisclosureSEC source: 0001640409-26-000003 · wk-form4_1770681420.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,833 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 15, 2025 Filed Mar 18, 2025 23:41 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 9,263 | $0.00 Strike: $143.45 | $0.00 |
DisclosureSEC source: 0000927066-25-000060 · wk-form4_1742341276.xml · derivative · entry 6 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,263 Underlying: Common Stock · 9,263 shares Expires 2030-03-15 F6 · 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 23:41 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 939 | $143.45 | $134,699.55 |
DisclosureSEC source: 0000927066-25-000060 · wk-form4_1742341276.xml · nonDerivative · entry 5 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,754 F5 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 1,988 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2022. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:41 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 955 | $143.45 | $136,994.75 |
DisclosureSEC source: 0000927066-25-000060 · wk-form4_1742341276.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,693 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 2,020 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2021. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:41 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 2,685 | $143.45 | $385,163.25 |
DisclosureSEC source: 0000927066-25-000060 · wk-form4_1742341276.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,648 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 5,296 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2024 performance period and granted to the Reporting Person on March 15, 2022. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:41 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 2,759 | $143.45 | $395,778.55 |
DisclosureSEC source: 0000927066-25-000060 · wk-form4_1742341276.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,333 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 5,422 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2024 performance period and granted to the Reporting Person on March 15, 2021. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:41 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 3,346 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000060 · wk-form4_1742341276.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,092 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 |
| March 12, 2025 Filed Mar 14, 2025 23:55 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 5,296 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000016 · wk-form4_1741996533.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,746 F2 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on March 15, 2022, of which 100% will vest on March 15, 2025. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:55 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 5,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000016 · wk-form4_1741996533.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,450 F1 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on March 15, 2021, of which 100% will vest on March 15, 2025. Read SEC document |
| November 27, 2024 Filed Nov 28, 2024 02:47 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 8,078 | $0.00 Strike: $108.93 | $0.00 |
DisclosureSEC source: 0000927066-24-000202 · wk-form4_1732762060.xml · derivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,079 Underlying: Common Stock · 8,078 shares Expires 2026-03-15 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. F3 · derivative.exercise_date: The Stock Appreciation Rights were granted on March 15, 2021, in which 50% vested on March 15, 2024 and the remaining 50% will vest on March 15, 2025, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| November 27, 2024 Filed Nov 28, 2024 02:47 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,439 | $167.96 | $241,694.44 |
DisclosureSEC source: 0000927066-24-000202 · wk-form4_1732762060.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,028 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 |
| November 27, 2024 Filed Nov 28, 2024 02:47 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 5,239 | $167.96 | $879,942.44 |
DisclosureSEC source: 0000927066-24-000202 · wk-form4_1732762060.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,467 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 |
| November 27, 2024 Filed Nov 28, 2024 02:47 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 8,078 | $108.93 | $879,936.54 |
DisclosureSEC source: 0000927066-24-000202 · wk-form4_1732762060.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,706 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 |
| August 28, 2024 Filed Aug 29, 2024 22:21 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 26,333 | $0.00 Strike: $75.95 | $0.00 |
DisclosureSEC source: 0000927066-24-000159 · wk-form4_1724969909.xml · derivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,333 shares Expires 2025-03-15 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. F3 · derivative.exercise_date: The Stock Appreciation Rights were granted on March 15, 2020, which vested 50% each on March 15, 2023 and March 15, 2024. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 22:21 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 6,800 | $154.85 | $1,052,980.00 |
DisclosureSEC source: 0000927066-24-000159 · wk-form4_1724969909.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,628 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 28, 2024 Filed Aug 29, 2024 22:21 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 12,916 | $154.85 | $2,000,042.60 |
DisclosureSEC source: 0000927066-24-000159 · wk-form4_1724969909.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,428 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 |
| August 28, 2024 Filed Aug 29, 2024 22:21 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 26,333 | $75.95 | $1,999,991.35 |
DisclosureSEC source: 0000927066-24-000159 · wk-form4_1724969909.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,344 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 |
| August 13, 2024 Filed Aug 15, 2024 22:05 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 7,857 | $146.21 | $1,148,766.47 |
DisclosureSEC source: 0000927066-24-000130 · wk-form4_1723759515.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,011 F1 · price: Represents the weighted average sale price of $146.2093. The range of prices for the sale of these shares was $146.00 - $146.82 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 |
| March 15, 2024 Filed Mar 18, 2024 23:15 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,024 | $136.00 | $139,264.00 |
DisclosureSEC source: 0000927066-24-000046 · wk-form4_1710803690.xml · nonDerivative · entry 6 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,868 F6 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 2,019 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2021. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 23:15 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,669 | $136.00 | $226,984.00 |
DisclosureSEC source: 0000927066-24-000046 · wk-form4_1710803690.xml · nonDerivative · entry 5 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,892 F5 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 3,292 shares, which represents 22.7273% of the restricted stock units granted to the Reporting Person on March 15, 2020. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 23:15 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 5,386 | $136.00 | $732,496.00 |
DisclosureSEC source: 0000927066-24-000046 · wk-form4_1710803690.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,561 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of shares as described in footnotes 1 and 2 above. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 23:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 7,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000046 · wk-form4_1710803690.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,947 F3 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2027 and March 15, 2028, subject to continued service through each applicable vesting date. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 23:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,059 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000046 · wk-form4_1710803690.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,922 F2 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on March 15, 2021, of which 100% vested on March 15, 2024 Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 23:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 9,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000046 · wk-form4_1710803690.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,863 F1 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on March 15, 2020, of which 100% vested on March 15, 2024. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:44 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 40,000 | $0.00 Strike: $52.41 | $0.00 |
DisclosureSEC source: 0000927066-24-000025 · wk-form4_1708728222.xml · derivative · entry 5 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2024-06-20 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: The Stock Appreciation Rights were granted on June 20, 2019, which vested 50% each on June 20, 2022 and June 20, 2023. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:44 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 11,285 | $120.73 | $1,362,438.05 |
DisclosureSEC source: 0000927066-24-000025 · wk-form4_1708728222.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,297 F3 · price: Represents the weighted average sale price of $120.73. The range of prices for the sale of these shares was $120.09 - $122.02 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 |
| February 21, 2024 Filed Feb 23, 2024 22:44 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 11,671 | $123.00 | $1,435,533.00 |
DisclosureSEC source: 0000927066-24-000025 · wk-form4_1708728222.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,582 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 21, 2024 Filed Feb 23, 2024 22:44 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 17,044 | $123.00 | $2,096,412.00 |
DisclosureSEC source: 0000927066-24-000025 · wk-form4_1708728222.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,253 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 21, 2024 Filed Feb 23, 2024 22:44 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 40,000 | $52.41 | $2,096,400.00 |
DisclosureSEC source: 0000927066-24-000025 · wk-form4_1708728222.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,297 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 |
| August 22, 2023 Filed Aug 24, 2023 22:54 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 40,000 | $0.00 Strike: $52.41 | $0.00 |
DisclosureSEC source: 0000927066-23-000199 · wk-form4_1692917634.xml · derivative · entry 5 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2024-06-20 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: The Stock Appreciation Rights were granted on June 20, 2019, which vested 50% each on June 20, 2022 and June 20, 2023. Read SEC document |
| August 22, 2023 Filed Aug 24, 2023 22:54 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 9,794 | $101.81 | $997,098.74 |
DisclosureSEC source: 0000927066-23-000199 · wk-form4_1692917634.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,297 F3 · price: Represents the weighted average sale price of $101.8071. The range of prices for the sale of these shares was $101.38 - $102.23 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 22, 2023 Filed Aug 24, 2023 22:54 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 9,630 | $101.89 | $981,200.70 |
DisclosureSEC source: 0000927066-23-000199 · wk-form4_1692917634.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,091 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 22, 2023 Filed Aug 24, 2023 22:54 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 20,576 | $101.89 | $2,096,488.64 |
DisclosureSEC source: 0000927066-23-000199 · wk-form4_1692917634.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,721 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 22, 2023 Filed Aug 24, 2023 22:54 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 40,000 | $52.41 | $2,096,400.00 |
DisclosureSEC source: 0000927066-23-000199 · wk-form4_1692917634.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,297 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 21:48 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 6,245 | $96.86 | $604,890.70 |
DisclosureSEC source: 0000927066-23-000149 · wk-form4_1684360085.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,297 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 12,594 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 21:48 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 3,703 | $96.86 | $358,672.58 |
DisclosureSEC source: 0000927066-23-000149 · wk-form4_1684360085.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,542 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 7,468 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 01:15 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 33,784 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-23-000115 · wk-form4_1683940526.xml · derivative · entry 5 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,784 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. F4 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.