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 19, 2019 Filed Jun 21, 2019 22:46 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 33,148 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000120 · wf-form4_156115718275765.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,663 F1 · shares: 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 vest on December 19, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:33 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 14,935 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000091 · wf-form4_155813600709418.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,515 F1 · 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 06, 2019 Filed May 9, 2019 00:01 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,354 | $57.79 | $78,247.66 |
DisclosureSEC source: 0000927066-19-000062 · wf-form4_155736004587443.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,580 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 3,521 shares, which represents 50% of the restricted stock units granted to the Reporting Person on 5/6/2016. F2 · balance_after: The number of shares reported include shares acquired under the DaVita Employee Stock Purchase Plan in transactions exempt under Rule 16b-3. F3 · balance_after: Includes 6,757 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 |
| May 15, 2018 Filed May 18, 2018 01:06 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 33,784 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-18-000109 · wf-form4_152660553162235.xml · derivative · entry 3 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,784 Underlying: Common Stock · 33,784 shares Expires 2023-05-15 F1 · security: 50% will vest on each of 5/15/2021 and 5/15/2022, subject to continued service through each applicable vesting date. Read SEC document |
| May 15, 2018 Filed May 18, 2018 01:06 UTC | DAVITA INC. DVA · Entity 3482 | GrantRestricted Stock Units · Derivative | 6,757 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000109 · wf-form4_152660553162235.xml · derivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,757 Underlying: Common Stock · 6,757 shares Expires 2023-05-15 F1 · security: 50% will vest on each of 5/15/2021 and 5/15/2022, subject to continued service through each applicable vesting date. Read SEC document |
| May 06, 2018 Filed May 9, 2018 01:06 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,224 | $66.02 | $80,808.48 |
DisclosureSEC source: 0000927066-18-000074 · wf-form4_152582797764680.xml · nonDerivative · entry 1 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,817 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 3,620 shares, which represents 50% of the restricted stock units granted to the Reporting Person on 5/6/2016. Read SEC document |
| June 06, 2017 Filed Jun 9, 2017 01:04 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 20,929 | $0.00 Strike: $65.48 | $0.00 |
DisclosureSEC source: 0001179110-17-008783 · edgar.xml · derivative · entry 2 Waters Kathleen Alyce · CIK 0001640409 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,929 Underlying: Common Stock · 20,929 shares Expires 2022-05-15 F1 · derivative.exercise_date: The Stock Appreciation Rights were granted on 6/6/2017. 50% will vest on 5/15/2020 and the remaining 50% will vest on 5/15/2021. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.