Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DAVITA INC.DVA · Entity 3482 | Chief Operating Officer, DKC | September 22, 2026 | September 24, 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 September 22, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,604 |
Reported balance
After 2026-09-22 transaction · row 1
1 source rowRow 1 · 2026-09-22 · Tax withholding · Disposed 7,501 · Balance 86,604 F1: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 17,145 shares, which represents the remaining 50% of the restricted stock units granted to the Reporting Person on September 22, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 17,145 shares, which represents the remaining 50% of the restricted stock units granted to the Reporting Person on September 22, 2022.
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 |
|---|---|---|---|---|---|---|
| September 22, 2026 Filed Sep 24, 2026 20:22 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 7,501 | $182.34 | $1,367,732.34 |
DisclosureSEC source: 0000927066-26-000126 · wk-form4_1790281335.xml · nonDerivative · entry 1 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,604 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 17,145 shares, which represents the remaining 50% of the restricted stock units granted to the Reporting Person on September 22, 2022. Read SEC document |
| May 12, 2026 Filed May 13, 2026 20:10 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 13,456 | $199.25 | $2,681,161.82 |
DisclosureSEC source: 0000927066-26-000067 · wk-form4_1778703020.xml · nonDerivative · entry 2 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,105 F2 · price: Represents the weighted average sale price of $199.254. The range of prices for the sale of these shares was $199.000 - $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 11, 2026 Filed May 13, 2026 20:10 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 7,073 | $199.15 | $1,408,580.88 |
DisclosureSEC source: 0000927066-26-000067 · wk-form4_1778703020.xml · nonDerivative · entry 1 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,561 F1 · price: Represents the weighted average sale price of $199.148. The range of prices for the sale of these shares was $199.000 - $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 |
| March 15, 2026 Filed Mar 17, 2026 20:10 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 14,351 | $0.00 Strike: $150.72 | $0.00 |
DisclosureSEC source: 0000927066-26-000044 · wk-form4_1773778200.xml · derivative · entry 4 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,351 Underlying: Common Stock · 14,351 shares Expires 2031-03-15 F5 · 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 20:10 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 7,768 | $150.72 | $1,170,792.96 |
DisclosureSEC source: 0000927066-26-000044 · wk-form4_1773778200.xml · nonDerivative · entry 3 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,467 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 17,754 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 20:10 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 5,339 | $150.72 | $804,694.08 |
DisclosureSEC source: 0000927066-26-000044 · wk-form4_1773778200.xml · nonDerivative · entry 2 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,235 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 12,203 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 20:10 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 5,308 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-26-000044 · wk-form4_1773778200.xml · nonDerivative · entry 1 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,574 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. F2 · balance_after: The number of shares reported include shares acquired under DaVita Employee Stock Purchase Plan, an exempt transaction pursuant to Rule 16b-3. Read SEC document |
| September 22, 2025 Filed Sep 23, 2025 22:44 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 7,501 | $130.16 | $976,330.16 |
DisclosureSEC source: 0000927066-25-000156 · wk-form4_1758667487.xml · nonDerivative · entry 1 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,266 F1 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 17,145 shares, which represents 50% of the restricted stock units granted to the Reporting Person on September 22, 2022. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:40 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 14,474 | $0.00 Strike: $143.45 | $0.00 |
DisclosureSEC source: 0000927066-25-000057 · wk-form4_1742341246.xml · derivative · entry 4 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,474 Underlying: Common Stock · 14,474 shares Expires 2030-03-15 F5 · 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 23:40 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 4,312 | $143.45 | $618,556.40 |
DisclosureSEC source: 0000927066-25-000057 · wk-form4_1742341246.xml · nonDerivative · entry 3 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,767 F4 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 12,203 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 23:40 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 5,021 | $143.45 | $720,262.45 |
DisclosureSEC source: 0000927066-25-000057 · wk-form4_1742341246.xml · nonDerivative · entry 2 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,079 F3 · shares: Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 11,476 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 23:40 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 5,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000057 · wk-form4_1742341246.xml · nonDerivative · entry 1 Maughan David Paul · CIK 0002037895 · Chief Operating Officer, DKC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,100 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. F2 · balance_after: The number of shares reported include shares acquired under DaVita Employee Stock Purchase Plan, an exempt transaction pursuant to Rule 16b-3. 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.