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 |
|---|---|---|---|---|---|---|
| May 10, 2023 Filed May 13, 2023 01:15 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 15,941 | $99.24 | $1,581,989.62 |
DisclosureSEC source: 0000927066-23-000115 · wk-form4_1683940526.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: 91,245 F3 · price: Represents the weighted average sale price of $99.2403. The range of prices for the sale of these shares was $99.00 - $99.46 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 01:15 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 5,742 | $100.72 | $578,334.24 |
DisclosureSEC source: 0000927066-23-000115 · wk-form4_1683940526.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: 107,186 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 01:15 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 22,236 | $100.72 | $2,239,609.92 |
DisclosureSEC source: 0000927066-23-000115 · wk-form4_1683940526.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: 112,928 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 01:15 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 33,784 | $66.29 | $2,239,541.36 |
DisclosureSEC source: 0000927066-23-000115 · wk-form4_1683940526.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: 135,164 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 |
| April 04, 2023 Filed Apr 6, 2023 21:28 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000077 · wf-form4_168081649904086.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: 101,380 F1 · 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 |
| March 15, 2023 Filed Mar 17, 2023 23:17 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,854 | $76.04 | $140,978.16 |
DisclosureSEC source: 0000927066-23-000068 · wf-form4_167909503594094.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,986 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 3,291 shares, which represents 22.7273% of the restricted stock units granted to the Reporting Person on March 15, 2020. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:17 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 2,981 | $76.04 | $226,675.24 |
DisclosureSEC source: 0000927066-23-000068 · wf-form4_167909503594094.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,840 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 5,562 shares, which represents 100% of the shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on March 15, 2020. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:17 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 561 | $76.04 | $42,658.44 |
DisclosureSEC source: 0000927066-23-000068 · wf-form4_167909503594094.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,821 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 925 shares, which represents 100% of the shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on March 15, 2020. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:17 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 18,411 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000068 · wf-form4_167909503594094.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,382 F1 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2026 and March 15, 2027, subject to continued service through each applicable vesting date. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 22:05 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000034 · wf-form4_167874510267610.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,971 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% will vest on March 15, 2023. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 23:20 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 5,562 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000021 · wf-form4_167754000134462.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,046 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, 2020, of which 100% will vest on March 15, 2023. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 23:20 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 11,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000021 · wf-form4_167754000134462.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,484 F1 · 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 |
| June 06, 2022 Filed Jun 7, 2022 22:47 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 20,929 | $0.00 Strike: $65.48 | $0.00 |
DisclosureSEC source: 0000927066-22-000118 · wf-form4_165464203707741.xml · derivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,929 shares Expires 2022-06-06 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 June 6, 2017, which vested 50% each on May 15, 2020 and May 15, 2021. F4 · derivative.expiration_date: Expiration date previously reported in error as May 15, 2022 on Form 4 filed on June 8, 2017. Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 22:47 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 3,636 | $96.70 | $351,601.20 |
DisclosureSEC source: 0000927066-22-000118 · wf-form4_165464203707741.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,284 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 |
| June 06, 2022 Filed Jun 7, 2022 22:47 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 14,172 | $96.70 | $1,370,432.40 |
DisclosureSEC source: 0000927066-22-000118 · wf-form4_165464203707741.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,920 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 |
| June 06, 2022 Filed Jun 7, 2022 22:47 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 20,929 | $65.48 | $1,370,430.92 |
DisclosureSEC source: 0000927066-22-000118 · wf-form4_165464203707741.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,092 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, 2022 Filed May 17, 2022 22:18 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 3,703 | $100.05 | $370,485.15 |
DisclosureSEC source: 0000927066-22-000107 · wf-form4_165282587777519.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,163 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 7,467 shares, which represents 50% of the restricted stock units granted to the Reporting Person on May 15, 2019. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 6,500 | $100.05 | $650,325.00 |
DisclosureSEC source: 0000927066-22-000107 · wf-form4_165282587777519.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,866 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 14,194 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, 2022 Filed May 17, 2022 22:18 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,676 | $100.05 | $167,683.80 |
DisclosureSEC source: 0000927066-22-000107 · wf-form4_165282587777519.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,366 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 3,379 shares, which represents the remaining 50% of the restricted stock units granted to the Reporting Person on May 15, 2018. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 5,486 | $100.05 | $548,874.30 |
DisclosureSEC source: 0000927066-22-000107 · wf-form4_165282587777519.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,042 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 11,063 shares, which represents the remaining 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, 2018. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 23:34 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 3,438 | $112.54 | $386,912.52 |
DisclosureSEC source: 0000927066-22-000068 · wf-form4_165110246165379.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,528 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 7,900 shares, which represents 54.5455% of the restricted stock units granted to the Reporting Person on March 15, 2020. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 23:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 14,194 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000057 · wf-form4_165058256897609.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,966 F2 · 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, 2022. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 23:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 11,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000057 · wf-form4_165058256897609.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,772 F1 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on May 15, 2018, of which 100% will vest on May 15, 2022. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:36 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock · Derivative | 15,908 | $0.00 Strike: $110.63 | $0.00 |
DisclosureSEC source: 0000927066-22-000041 · wf-form4_164754935137420.xml · derivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,908 Underlying: Common Stock · 15,908 shares Expires 2027-03-15 F2 · derivative.exercise_date: The stock appreciation rights are scheduled to vest 50% each on March 15, 2025 and March 15, 2026, respectively, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:36 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 3,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000041 · wf-form4_164754935137420.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,709 F1 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2025 and March 15, 2026, subject to continued service through each applicable vesting date. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:57 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 5,463 | $125.41 | $685,114.83 |
DisclosureSEC source: 0000927066-21-000111 · wf-form4_162138584390717.xml · nonDerivative · entry 5 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,732 F5 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 10,136 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, 2018. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:57 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 930 | $125.41 | $116,631.30 |
DisclosureSEC source: 0000927066-21-000111 · wf-form4_162138584390717.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,195 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 1,739 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, 2018. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:57 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,815 | $125.41 | $227,619.15 |
DisclosureSEC source: 0000927066-21-000111 · wf-form4_162138584390717.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,125 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 3,378 shares, which represents 50% of the restricted stock units granted to the Reporting Person on May 15, 2018. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:57 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 3,382 | $125.41 | $424,136.62 |
DisclosureSEC source: 0000927066-21-000111 · wf-form4_162138584390717.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,940 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 6,280 shares, which represents 100% of the shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on June 6, 2017. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:57 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 208 | $125.41 | $26,085.28 |
DisclosureSEC source: 0000927066-21-000111 · wf-form4_162138584390717.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,322 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 400 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 June 6, 2017. Read SEC document |
| May 03, 2021 Filed May 5, 2021 00:24 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 28,164 | $0.00 Strike: $75.70 | $0.00 |
DisclosureSEC source: 0000927066-21-000077 · wf-form4_162017423418560.xml · derivative · entry 5 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,164 shares Expires 2021-05-06 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 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 18, 2021. F5 · derivative.exercise_date: Stock Appreciation Rights were granted on May 5, 2016, which vested 50% each on May 6, 2018 and May 6, 2019. Read SEC document |
| May 03, 2021 Filed May 5, 2021 00:24 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 5,290 | $118.36 | $626,145.56 |
DisclosureSEC source: 0000927066-21-000077 · wf-form4_162017423418560.xml · nonDerivative · entry 4 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,530 F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 18, 2021. F4 · price: Represents the weighted average purchase price of $118.364. The range of prices for the purchase of these shares was $118.29 - $118.61 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 purchased at each separate price. Read SEC document |
| May 03, 2021 Filed May 5, 2021 00:24 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 4,578 | $116.53 | $533,474.34 |
DisclosureSEC source: 0000927066-21-000077 · wf-form4_162017423418560.xml · nonDerivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,820 F3 · 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 03, 2021 Filed May 5, 2021 00:24 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 18,296 | $116.53 | $2,132,032.88 |
DisclosureSEC source: 0000927066-21-000077 · wf-form4_162017423418560.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,398 F2 · 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 03, 2021 Filed May 5, 2021 00:24 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 28,164 | $75.70 | $2,132,014.80 |
DisclosureSEC source: 0000927066-21-000077 · wf-form4_162017423418560.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,694 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 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 18, 2021. Read SEC document |
| April 19, 2021 Filed Apr 21, 2021 23:17 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000066 · wf-form4_161904703809259.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,530 F2 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on May 15, 2018, of which 100% will vest on May 15, 2021. Read SEC document |
| April 19, 2021 Filed Apr 21, 2021 23:17 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000066 · wf-form4_161904703809259.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal & Pub. Affairs Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,791 F1 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on June 6, 2017, of which 100% will vest on May 15, 2021. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:43 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 16,157 | $0.00 Strike: $108.93 | $0.00 |
DisclosureSEC source: 0000927066-21-000057 · wf-form4_161601739197413.xml · derivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,157 Underlying: Common Stock · 16,157 shares Expires 2026-03-15 F2 · derivative.exercise_date: The stock appreciation rights are scheduled to vest 50% each on March 15, 2024 and March 15, 2025, respectively, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:43 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 4,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000057 · wf-form4_161601739197413.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,391 F1 · shares: These restricted stock units are scheduled to vest 50% each on March 15, 2024 and March 15, 2025, respectively, subject to continued service through each applicable vesting date. Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 00:00 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 10,136 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000027 · wf-form4_161464319908718.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,352 F2 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on May 15, 2018, of which 100% will vest on May 15, 2021. Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 00:00 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 6,280 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000027 · wf-form4_161464319908718.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,216 F1 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on June 6, 2017, of which 100% will vest on May 15, 2021. Read SEC document |
| December 19, 2020 Filed Dec 22, 2020 00:12 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 8,938 | $115.36 | $1,031,087.68 |
DisclosureSEC source: 0000927066-20-000271 · wf-form4_160859591858966.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,936 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 16,574 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 March 28, 2018, in which 16,574 shares vested on June 19, 2019 and the remaining 16,574 vested on December 19, 2020. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 23:17 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 8,000 | $105.77 | $846,128.80 |
DisclosureSEC source: 0000927066-20-000217 · wf-form4_160522303803280.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,874 F1 · price: Represents the weighted average purchase price of $105.7661. The range of prices for the purchase of these shares was $105.62 - $105.89 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 purchased at each separate price. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 23:17 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 2,000 | $102.00 | $204,000.00 |
DisclosureSEC source: 0000927066-20-000217 · wf-form4_160522303803280.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,874 Read SEC document |
| May 15, 2020 Filed May 20, 2020 01:10 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 154 | $79.25 | $12,204.50 |
DisclosureSEC source: 0000927066-20-000094 · wf-form4_158993704014187.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,874 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 307 shares as described in footnote 1 above. Read SEC document |
| May 15, 2020 Filed May 20, 2020 01:10 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 307 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000094 · wf-form4_158993704014187.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,028 F1 · shares: Shares received upon the satisfaction of performance criteria underlying the award of performance stock units granted to the Reporting Person on June 6, 2017. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:59 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 26,333 | $0.00 Strike: $75.95 | $0.00 |
DisclosureSEC source: 0000927066-20-000055 · wf-form4_158448954795052.xml · derivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,333 Underlying: Common Stock · 26,333 shares Expires 2025-03-15 F2 · derivative.exercise_date: The stock appreciation rights are scheduled to vest 50% each on March 15, 2023 and March 15, 2024, respectively, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:59 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 14,483 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000055 · wf-form4_158448954795052.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,721 F1 · shares: These restricted stock units are scheduled to vest 54.5455% on March 15, 2022, 22.7273% on March 15, 2023, and 22.7273% March 15, 2024, subject to continued service through each applicable vesting date. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 22:46 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 80,000 | $0.00 Strike: $52.41 | $0.00 |
DisclosureSEC source: 0000927066-19-000120 · wf-form4_156115718275765.xml · derivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2024-06-20 F3 · derivative.exercise_date: The stock appreciation rights are scheduled to vest 50% on each of June 20, 2022 and June 20, 2023, respectively, subject to the terms and conditions of the applicable award agreement. Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 22:46 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 8,425 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000120 · wf-form4_156115718275765.xml · nonDerivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,238 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 16,574 shares as described in footnote 1 above. 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.