Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cigna GroupCI · Entity 550 | Pres, Govt Programs & Sr Advsr | February 06, 2023 | February 08, 2023 |
| DAVITA INC.DVA · Entity 3482 | Director | May 15, 2025 | May 17, 2025 |
| Talkspace, Inc.TALK · Entity 22747 | Director | September 15, 2022 | September 19, 2022 |
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.
Cigna Group
Report date February 06, 2023 · Filed February 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $218.10 · Expires 2032-02-04 | Direct | 0 |
Reported balance
After 2022-05-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-27 · Gift · Disposed 61,683 · Balance 0 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $290.68 · Expires 2033-02-06 | Direct | 38,140 |
Reported balance
After 2023-02-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-06 · Grant · Acquired 38,140 · Balance 38,140 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $290.68 · Expires 2033-02-06 | Direct | 0 |
Reported balance
After 2023-02-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-08 · Gift · Disposed 38,140 · Balance 0 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $218.10 · Expires 2032-02-04 | IndirectBy Spouse's Trust | 30,841 |
Reported balance
After 2022-05-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-05-27 · Gift · Acquired 30,841 · Balance 30,841 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $290.68 · Expires 2033-02-06 | IndirectBy Spouse's Trust | 19,070 |
Reported balance
After 2023-02-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-02-08 · Gift · Acquired 19,070 · Balance 19,070 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $218.10 · Expires 2032-02-04 | IndirectBy Trust | 30,842 |
Reported balance
After 2022-05-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-05-27 · Gift · Acquired 30,842 · Balance 30,842 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $290.68 · Expires 2033-02-06 | IndirectBy Trust | 19,070 |
Reported balance
After 2023-02-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-02-08 · Gift · Acquired 19,070 · Balance 19,070 |
DAVITA INC.
Report date May 15, 2025 · Filed May 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,982 |
Reported balance
After 2025-05-15 transaction · row 1
1 source rowRow 1 · 2025-05-15 · Grant · Acquired 348 · Balance 19,982 |
| Common StockSEC Table I · non-derivative | IndirectBy Charles G. Berg 2016 Family Trust U/A DTD 02/05/2016. | 7,047 |
Reported balance
Holding disclosure · report date 2025-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,047 |
Talkspace, Inc.
Report date September 15, 2022 · Filed September 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,047 |
Reported balance
After 2022-09-15 transaction · row 1
1 source rowRow 1 · 2022-09-15 · Grant · Acquired 34,663 · Balance 50,047 F1: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Talkspace, Inc. common stock. The RSUs immediately vested on the grant date of September 15, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Talkspace, Inc. common stock. The RSUs immediately vested on the grant date of September 15, 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 |
|---|---|---|---|---|---|---|
| May 15, 2025 Filed May 17, 2025 01:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000104 · wk-form4_1747444498.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,982 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 23:41 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-25-000063 · wk-form4_1742341305.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,634 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:25 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 312 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000196 · wk-form4_1732051506.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,285 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:24 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000146 · wk-form4_1724106239.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,973 Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:29 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000107 · wk-form4_1715981372.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,640 Read SEC document |
| March 15, 2024 Filed Mar 20, 2024 00:29 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-24-000063 · wk-form4_1710894567.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,277 Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 22:45 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 529 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000226 · wk-form4_1700261109.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,911 Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:09 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000189 · wk-form4_1692306586.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,382 Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:36 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 516 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000137 · wk-form4_1684359355.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,907 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:40 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-23-000053 · wf-form4_167908920970834.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,391 Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 22:04 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 1,431 | $75.13 | $107,513.46 |
DisclosureSEC source: 0000927066-23-000031 · wf-form4_167874505536238.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,733 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:42 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 735 | $81.78 | $60,108.15 |
DisclosureSEC source: 0000927066-23-000024 · wf-form4_167779691838802.xml · nonDerivative · entry 3 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,164 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 22:42 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 7,165 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-23-000024 · wf-form4_167779691838802.xml · derivative · entry 5 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,165 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. F2 · derivative.exercise_date: The Stock Appreciation Rights were granted on May 15, 2018. 50% vested on May 15, 2021 and the remaining 50% vested on May 15, 2022. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 22:42 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 5,734 | $82.84 | $475,004.56 |
DisclosureSEC source: 0000927066-23-000024 · wf-form4_167779691838802.xml · nonDerivative · entry 2 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,899 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 28, 2023 Filed Mar 2, 2023 22:42 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 7,165 | $66.29 | $474,967.85 |
DisclosureSEC source: 0000927066-23-000024 · wf-form4_167779691838802.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,633 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 24, 2023 Filed Feb 27, 2023 23:18 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 3,601 | $0.00 Strike: $65.94 | $0.00 |
DisclosureSEC source: 0000927066-23-000017 · wf-form4_167753986333512.xml · derivative · entry 4 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,601 shares Expires 2023-03-29 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. F2 · derivative.exercise_date: The Stock Appreciation Rights were granted on March 29, 2018. 100% vested on June 16, 2018. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 23:18 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 2,866 | $82.87 | $237,505.42 |
DisclosureSEC source: 0000927066-23-000017 · wf-form4_167753986333512.xml · nonDerivative · entry 2 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,468 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 24, 2023 Filed Feb 27, 2023 23:18 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 3,601 | $65.94 | $237,449.94 |
DisclosureSEC source: 0000927066-23-000017 · wf-form4_167753986333512.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,334 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 08, 2023 Filed Feb 8, 2023 19:52 UTC | Cigna Group CI · Entity 550 | GiftEmployee Stock Option (Right to Buy) · Derivative | 19,070 | $0.00 Strike: $290.68 | $0.00 |
DisclosureSEC source: 0001225208-23-001582 · doc4.xml · derivative · entry 7 BERG CHARLES · CIK 0001111804 · Pres, Govt Programs & Sr Advsr 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 19,070 Underlying: Common Stock, $.01 Par Value · 19,070 shares Expires 2033-02-06 Read SEC document |
| February 08, 2023 Filed Feb 8, 2023 19:52 UTC | Cigna Group CI · Entity 550 | GiftEmployee Stock Option (Right to Buy) · Derivative | 19,070 | $0.00 Strike: $290.68 | $0.00 |
DisclosureSEC source: 0001225208-23-001582 · doc4.xml · derivative · entry 5 BERG CHARLES · CIK 0001111804 · Pres, Govt Programs & Sr Advsr 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Trust Disclosed balance after: 19,070 Underlying: Common Stock, $.01 Par Value · 19,070 shares Expires 2033-02-06 Read SEC document |
| February 08, 2023 Filed Feb 8, 2023 19:52 UTC | Cigna Group CI · Entity 550 | GiftEmployee Stock Option (Right to Buy) · Derivative | 38,140 | $0.00 Strike: $290.68 | $0.00 |
DisclosureSEC source: 0001225208-23-001582 · doc4.xml · derivative · entry 3 BERG CHARLES · CIK 0001111804 · Pres, Govt Programs & Sr Advsr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 38,140 shares Expires 2033-02-06 Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 19:52 UTC | Cigna Group CI · Entity 550 | GrantEmployee Stock Option (Right to Buy) · Derivative | 38,140 | $0.00 Strike: $290.68 | $0.00 |
DisclosureSEC source: 0001225208-23-001582 · doc4.xml · derivative · entry 2 BERG CHARLES · CIK 0001111804 · Pres, Govt Programs & Sr Advsr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,140 Underlying: Common Stock, $.01 Par Value · 38,140 shares Expires 2033-02-06 Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 22:28 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000180 · wf-form4_166863771860087.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,733 Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 20:53 UTC | Talkspace, Inc. TALK · Entity 22747 | GrantCommon Stock | 34,663 | $1.15 | $39,862.45 |
DisclosureSEC source: 0001140361-22-033859 · form4.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,047 F1 · kind: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Talkspace, Inc. common stock. The RSUs immediately vested on the grant date of September 15, 2022. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 23:23 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000143 · wf-form4_166069220969844.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,056 Read SEC document |
| May 27, 2022 Filed Feb 8, 2023 19:52 UTC | Cigna Group CI · Entity 550 | GiftEmployee Stock Option (Right to Buy) · Derivative | 30,842 | $0.00 Strike: $218.10 | $0.00 |
DisclosureSEC source: 0001225208-23-001582 · doc4.xml · derivative · entry 6 BERG CHARLES · CIK 0001111804 · Pres, Govt Programs & Sr Advsr 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 30,842 Underlying: Common Stock, $.01 Par Value · 30,842 shares Expires 2032-02-04 Read SEC document |
| May 27, 2022 Filed Feb 8, 2023 19:52 UTC | Cigna Group CI · Entity 550 | GiftEmployee Stock Option (Right to Buy) · Derivative | 30,841 | $0.00 Strike: $218.10 | $0.00 |
DisclosureSEC source: 0001225208-23-001582 · doc4.xml · derivative · entry 4 BERG CHARLES · CIK 0001111804 · Pres, Govt Programs & Sr Advsr 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Trust Disclosed balance after: 30,841 Underlying: Common Stock, $.01 Par Value · 30,841 shares Expires 2032-02-04 Read SEC document |
| May 27, 2022 Filed Feb 8, 2023 19:52 UTC | Cigna Group CI · Entity 550 | GiftEmployee Stock Option (Right to Buy) · Derivative | 61,683 | $0.00 Strike: $218.10 | $0.00 |
DisclosureSEC source: 0001225208-23-001582 · doc4.xml · derivative · entry 1 BERG CHARLES · CIK 0001111804 · Pres, Govt Programs & Sr Advsr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 61,683 shares Expires 2032-02-04 Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000103 · wf-form4_165282572032526.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,542 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 01:30 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 429 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-22-000026 · wf-form4_164748063237791.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,067 Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 19:27 UTC | Cigna Group CI · Entity 550 | GrantEmployee Stock Option (Right to Buy) · Derivative | 61,683 | $0.00 Strike: $218.10 | $0.00 |
DisclosureSEC source: 0001225208-22-001654 · doc4.xml · derivative · entry 1 BERG CHARLES · CIK 0001111804 · Pres, Govt Programs & Sr Advsr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,683 Underlying: Common Stock, $.01 Par Value · 61,683 shares Expires 2032-02-04 Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 23:03 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000182 · wf-form4_163719017542391.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,638 Read SEC document |
| August 30, 2021 Filed Oct 26, 2021 19:44 UTC | Talkspace, Inc. TALK · Entity 22747 | GrantCommon Stock | 15,384 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-041613 · doc4.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,384 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Talkspace, Inc. common stock. The RSUs vest in four equal annual installments beginning on June 22, 2022. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 22:34 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000150 · wf-form4_162923965724844.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,192 Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 20:03 UTC | Talkspace, Inc. TALK · Entity 22747 | GrantStock Options · Derivative | 63,402 | $0.00 Strike: $8.52 | $0.00 |
DisclosureSEC source: 0000899243-21-025805 · doc4.xml · derivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,402 Underlying: Common Stock · 63,402 shares Expires 2031-06-21 F1 · derivative.exercise_date: The stock option vests in 4 equal annual installments beginning on June 22, 2022. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:23 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 379 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000103 · wf-form4_162138380599289.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,827 Read SEC document |
| May 04, 2021 Filed May 6, 2021 00:10 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 5,015 | $0.00 Strike: $75.77 | $0.00 |
DisclosureSEC source: 0000927066-21-000084 · wf-form4_162025981843836.xml · derivative · entry 5 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,015 shares Expires 2021-06-20 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. F2 · derivative.exercise_date: The Stock Appreciation Rights were granted on June 20, 2016. 100% vested on June 20, 2017. Read SEC document |
| May 04, 2021 Filed May 6, 2021 00:10 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 1,872 | $122.52 | $229,357.44 |
DisclosureSEC source: 0000927066-21-000084 · wf-form4_162025981843836.xml · nonDerivative · entry 3 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,448 Read SEC document |
| May 04, 2021 Filed May 6, 2021 00:10 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 3,143 | $120.92 | $380,051.56 |
DisclosureSEC source: 0000927066-21-000084 · wf-form4_162025981843836.xml · nonDerivative · entry 2 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,320 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 04, 2021 Filed May 6, 2021 00:10 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 5,015 | $75.77 | $379,986.55 |
DisclosureSEC source: 0000927066-21-000084 · wf-form4_162025981843836.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,463 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, 2021 Filed Mar 17, 2021 21:38 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-21-000048 · wf-form4_161601708598874.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,448 Read SEC document |
| November 15, 2020 Filed Nov 18, 2020 02:15 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000245 · wf-form4_160566569054459.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,012 Read SEC document |
| August 15, 2020 Filed Aug 18, 2020 22:14 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000185 · wf-form4_159778884250997.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,582 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 22:21 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 4,662 | $0.00 Strike: $81.51 | $0.00 |
DisclosureSEC source: 0000927066-20-000134 · wf-form4_159182770043808.xml · derivative · entry 5 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,662 shares Expires 2020-06-16 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 · derivative.exercise_date: The Stock Appreciation Rights were granted on June 16, 2015, and 100% vested on June 16, 2016. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 22:21 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 357 | $87.53 | $31,248.92 |
DisclosureSEC source: 0000927066-20-000134 · wf-form4_159182770043808.xml · nonDerivative · entry 3 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,004 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 22:21 UTC | DAVITA INC. DVA · Entity 3482 | Disposition to issuerCommon Stock | 4,305 | $88.28 | $380,045.40 |
DisclosureSEC source: 0000927066-20-000134 · wf-form4_159182770043808.xml · nonDerivative · entry 2 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,361 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 22:21 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 4,662 | $81.51 | $379,999.62 |
DisclosureSEC source: 0000927066-20-000134 · wf-form4_159182770043808.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,666 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, 2020 Filed May 20, 2020 01:11 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 599 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000095 · wf-form4_158993706156777.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,004 Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:56 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000050 · wf-form4_158448939168844.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,405 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 23:25 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 671 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000193 · wf-form4_157420589723799.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,780 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.