Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAVITA INC.DVA · Entity 3482 | Chief Compliance Officer | May 14, 2026 | May 18, 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 May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,389 |
Ending reported balance
After 2026-05-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-05-14 · Exercise / conversion · Acquired 5,784 · Balance 41,737 Row 2 · 2026-05-14 · Disposition to issuer · Disposed 3,231 · Balance 38,506 F1: Represents the shares withheld in payment of the base price in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Row 3 · 2026-05-14 · Tax withholding · Disposed 1,117 · Balance 37,389 F2: Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4. Row 4 · 2026-05-15 · Sale · Disposed 15,000 · Balance 22,389 F3: Represents the weighted average sale price of $193.983. The range of prices for the sale of these shares was $193.360 - $199.840 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. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $110.63 · Expires 2027-03-15 | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-14 · Exercise / conversion · Disposed 5,784 · Balance 0 F4: The Stock Appreciation Rights were granted on March 15, 2022, which vested 50% each on March 15, 2025 and March 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the shares withheld in payment of the base price in connection with the exercise of Stock Appreciation Rights reported on this Form 4.
F2: Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4.
F3: Represents the weighted average sale price of $193.983. The range of prices for the sale of these shares was $193.360 - $199.840 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.
F4: The Stock Appreciation Rights were granted on March 15, 2022, which vested 50% each on March 15, 2025 and March 15, 2026.
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 15, 2026 Filed May 18, 2026 20:08 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 15,000 | $193.98 | $2,909,745.00 |
DisclosureSEC source: 0000927066-26-000069 · wk-form4_1779134929.xml · nonDerivative · entry 4 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,389 F3 · price: Represents the weighted average sale price of $193.983. The range of prices for the sale of these shares was $193.360 - $199.840 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 14, 2026 Filed May 18, 2026 20:08 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 5,784 | $0.00 Strike: $110.63 | $0.00 |
DisclosureSEC source: 0000927066-26-000069 · wk-form4_1779134929.xml · derivative · entry 5 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,784 shares Expires 2027-03-15 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. F4 · derivative.exercise_date: The Stock Appreciation Rights were granted on March 15, 2022, which vested 50% each on March 15, 2025 and March 15, 2026. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:08 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,117 | $198.10 | $221,277.70 |
DisclosureSEC source: 0000927066-26-000069 · wk-form4_1779134929.xml · nonDerivative · entry 3 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,389 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 14, 2026 Filed May 18, 2026 20:08 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 3,231 | $198.10 | $640,061.10 |
DisclosureSEC source: 0000927066-26-000069 · wk-form4_1779134929.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,506 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 14, 2026 Filed May 18, 2026 20:08 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 5,784 | $110.63 | $639,883.92 |
DisclosureSEC source: 0000927066-26-000069 · wk-form4_1779134929.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,737 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 06, 2026 Filed May 8, 2026 20:04 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 2,184 | $174.87 | $381,916.08 |
DisclosureSEC source: 0000927066-26-000064 · wk-form4_1778270661.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,953 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 December 15, 2025. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:08 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 3,050 | $0.00 Strike: $150.72 | $0.00 |
DisclosureSEC source: 0000927066-26-000034 · wk-form4_1773778129.xml · derivative · entry 6 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,050 Underlying: Common Stock · 3,050 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 20:08 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,525 | $150.72 | $229,848.00 |
DisclosureSEC source: 0000927066-26-000034 · wk-form4_1773778129.xml · nonDerivative · entry 5 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,137 F5 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 3,682 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 20:08 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 300 | $150.72 | $45,216.00 |
DisclosureSEC source: 0000927066-26-000034 · wk-form4_1773778129.xml · nonDerivative · entry 4 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,662 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 723 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 20:08 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 8,984 | $150.72 | $1,354,068.48 |
DisclosureSEC source: 0000927066-26-000034 · wk-form4_1773778129.xml · nonDerivative · entry 3 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,962 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 20,533 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 20:08 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 769 | $150.72 | $115,903.68 |
DisclosureSEC source: 0000927066-26-000034 · wk-form4_1773778129.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,946 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 1,756 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 20:08 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000034 · wk-form4_1773778129.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,715 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 20:06 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 20,533 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000018 · wk-form4_1773345960.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,587 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 20:06 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,756 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000018 · wk-form4_1773345960.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,054 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 |
| December 04, 2025 Filed Dec 5, 2025 21:35 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 5,875 | $0.00 Strike: $108.93 | $0.00 |
DisclosureSEC source: 0001735907-25-000005 · wk-form4_1764970554.xml · derivative · entry 4 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,875 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 |
| December 04, 2025 Filed Dec 5, 2025 21:35 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 203 | $118.25 | $24,004.75 |
DisclosureSEC source: 0001735907-25-000005 · wk-form4_1764970554.xml · nonDerivative · entry 3 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,298 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 |
| December 04, 2025 Filed Dec 5, 2025 21:35 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 5,412 | $118.25 | $639,969.00 |
DisclosureSEC source: 0001735907-25-000005 · wk-form4_1764970554.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,501 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 |
| December 04, 2025 Filed Dec 5, 2025 21:35 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 5,875 | $108.93 | $639,963.75 |
DisclosureSEC source: 0001735907-25-000005 · wk-form4_1764970554.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,913 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 |
| July 23, 2025 Filed Jul 25, 2025 00:34 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 2,351 | $150.00 | $352,650.00 |
DisclosureSEC source: 0000927066-25-000116 · wk-form4_1753403656.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,038 F1 · ownership.direct: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 17, 2025. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:42 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 3,281 | $0.00 Strike: $143.45 | $0.00 |
DisclosureSEC source: 0000927066-25-000068 · wk-form4_1742341355.xml · derivative · entry 6 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,281 Underlying: Common Stock · 3,281 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 23:42 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 301 | $143.45 | $43,178.45 |
DisclosureSEC source: 0000927066-25-000068 · wk-form4_1742341355.xml · nonDerivative · entry 5 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,389 F5 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 723 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 23:42 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 306 | $143.45 | $43,895.70 |
DisclosureSEC source: 0000927066-25-000068 · wk-form4_1742341355.xml · nonDerivative · entry 4 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,690 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 735 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 23:42 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 846 | $143.45 | $121,358.70 |
DisclosureSEC source: 0000927066-25-000068 · wk-form4_1742341355.xml · nonDerivative · entry 3 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,996 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 1,925 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 23:42 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 866 | $143.45 | $124,227.70 |
DisclosureSEC source: 0000927066-25-000068 · wk-form4_1742341355.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,842 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 1,971 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 23:42 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 1,185 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000068 · wk-form4_1742341355.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,708 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 | 1,925 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000017 · wk-form4_1741996544.xml · nonDerivative · entry 5 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,523 F4 · 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 | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000017 · wk-form4_1741996544.xml · nonDerivative · entry 4 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,598 F3 · 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 |
| March 03, 2025 Filed Mar 14, 2025 23:55 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 4,609 | $0.00 Strike: $75.95 | $0.00 |
DisclosureSEC source: 0000927066-25-000017 · wk-form4_1741996544.xml · derivative · entry 6 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,609 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. F5 · 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 |
| March 03, 2025 Filed Mar 14, 2025 23:55 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 674 | $147.88 | $99,671.12 |
DisclosureSEC source: 0000927066-25-000017 · wk-form4_1741996544.xml · nonDerivative · entry 3 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,627 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 |
| March 03, 2025 Filed Mar 14, 2025 23:55 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 2,368 | $147.88 | $350,179.84 |
DisclosureSEC source: 0000927066-25-000017 · wk-form4_1741996544.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,301 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 |
| March 03, 2025 Filed Mar 14, 2025 23:55 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 4,609 | $75.95 | $350,053.55 |
DisclosureSEC source: 0000927066-25-000017 · wk-form4_1741996544.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,669 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, 2024 Filed Mar 18, 2024 23:15 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 305 | $136.00 | $41,480.00 |
DisclosureSEC source: 0000927066-24-000047 · wk-form4_1710803703.xml · nonDerivative · entry 6 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,060 F6 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 734 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 | 479 | $136.00 | $65,144.00 |
DisclosureSEC source: 0000927066-24-000047 · wk-form4_1710803703.xml · nonDerivative · entry 5 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,365 F5 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 1,152 shares, which represents 50% 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 | 1,641 | $136.00 | $223,176.00 |
DisclosureSEC source: 0000927066-24-000047 · wk-form4_1710803703.xml · nonDerivative · entry 4 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,844 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 | 2,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000047 · wk-form4_1710803703.xml · nonDerivative · entry 3 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,485 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 | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000047 · wk-form4_1710803703.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,997 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 | 3,348 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000047 · wk-form4_1710803703.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,612 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 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 4,608 | $0.00 Strike: $75.95 | $0.00 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · derivative · entry 9 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,609 Underlying: Common Stock · 4,608 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. F5 · derivative.exercise_date: The Stock Appreciation Rights were granted on March 15, 2020, which 50% vested on March 15, 2023 and remaining 50% are scheduled to vest on March 15, 2024. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 50,000 | $0.00 Strike: $52.41 | $0.00 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · derivative · entry 8 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 26,164 | $119.64 | $3,130,268.81 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · nonDerivative · entry 7 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,264 F3 · price: Represents the weighted average sale price of $119.6403. The range of prices for the sale of these shares was $118.71 - $120.47 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 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 739 | $119.87 | $88,583.93 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · nonDerivative · entry 6 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,428 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 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 2,920 | $119.87 | $350,020.40 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · nonDerivative · entry 5 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,167 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 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 4,608 | $75.95 | $349,977.60 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · nonDerivative · entry 4 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,087 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 |
| February 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 11,107 | $119.87 | $1,331,396.09 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · nonDerivative · entry 3 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,479 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 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 21,862 | $119.87 | $2,620,597.94 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,586 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 16, 2024 Filed Feb 21, 2024 01:37 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 50,000 | $52.41 | $2,620,500.00 |
DisclosureSEC source: 0000927066-24-000015 · wk-form4_1708479414.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,448 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 21:45 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 2,581 | $96.86 | $249,995.66 |
DisclosureSEC source: 0000927066-23-000146 · wk-form4_1684359911.xml · nonDerivative · entry 2 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,448 F2 · shares: Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 5,877 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 21:45 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 1,530 | $96.86 | $148,195.80 |
DisclosureSEC source: 0000927066-23-000146 · wk-form4_1684359911.xml · nonDerivative · entry 1 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,029 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 3,485 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 00:48 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 26,276 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-23-000111 · wk-form4_1683938912.xml · derivative · entry 5 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,276 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 |
| May 10, 2023 Filed May 13, 2023 00:48 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 5,745 | $101.64 | $583,913.76 |
DisclosureSEC source: 0000927066-23-000111 · wk-form4_1683938912.xml · nonDerivative · entry 4 HEARTY JAMES O · CIK 0001735907 · Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,559 F3 · price: Represents the weighted average sale price of $101.6386. The range of prices for the sale of these shares was $101.33 - $102.08 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.