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 |
|---|---|---|---|---|---|---|
| August 15, 2019 Filed Aug 16, 2019 22:17 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000147 · wf-form4_156599385968341.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,109 Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:25 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 946 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000078 · wf-form4_155813553282409.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,295 Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 00:29 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000040 · wf-form4_155433773952086.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,349 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 23:47 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000002 · wf-form4_154655924039156.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,912 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 17:55 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000177 · wf-form4_153850289966563.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,450 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:55 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000150 · wf-form4_153066212908917.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,118 Read SEC document |
| May 15, 2018 Filed May 17, 2018 00:35 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,165 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-18-000076 · wf-form4_152651733509247.xml · derivative · entry 6 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 Underlying: Common Stock · 7,165 shares Expires 2023-05-15 Read SEC document |
| May 14, 2018 Filed May 17, 2018 00:35 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 24,000 | $0.00 Strike: $65.08 | $0.00 |
DisclosureSEC source: 0000927066-18-000076 · wf-form4_152651733509247.xml · derivative · entry 5 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,000 shares Expires 2018-06-17 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 14, 2018 Filed May 17, 2018 00:35 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 338 | $66.25 | $22,392.50 |
DisclosureSEC source: 0000927066-18-000076 · wf-form4_152651733509247.xml · nonDerivative · entry 3 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,776 Read SEC document |
| May 14, 2018 Filed May 17, 2018 00:35 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 23,662 | $66.01 | $1,561,928.62 |
DisclosureSEC source: 0000927066-18-000076 · wf-form4_152651733509247.xml · nonDerivative · entry 2 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,114 Read SEC document |
| May 14, 2018 Filed May 17, 2018 00:35 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 24,000 | $65.08 | $1,561,920.00 |
DisclosureSEC source: 0000927066-18-000076 · wf-form4_152651733509247.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,776 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 31, 2018 Filed Apr 4, 2018 01:54 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 360 | $65.94 | $23,738.40 |
DisclosureSEC source: 0000927066-18-000045 · wf-form4_152280683596401.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,776 Read SEC document |
| March 29, 2018 Filed Apr 3, 2018 01:34 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 3,601 | $0.00 Strike: $65.94 | $0.00 |
DisclosureSEC source: 0000927066-18-000040 · wf-form4_152271923478382.xml · derivative · entry 3 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,601 Underlying: Common Stock · 3,601 shares Expires 2023-03-29 F1 · derivative.exercise_date: The Stock Appreciation Rights were granted on 3/29/2018. 100% will vest on 6/16/2018. Read SEC document |
| December 31, 2017 Filed Jan 4, 2018 00:51 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 57 | $72.25 | $4,118.25 |
DisclosureSEC source: 0000927066-18-000012 · wf-form4_151502709813924.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,416 Read SEC document |
| December 12, 2017 Filed Dec 13, 2017 23:09 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 5,360 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000098 · wf-form4_151320652968985.xml · nonDerivative · entry 2 BERG CHARLES · CIK 0001111804 · Director · Executive Chair, DMG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,359 Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 23:09 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 7,048 | $69.24 | $488,015.50 |
DisclosureSEC source: 0000927066-17-000098 · wf-form4_151320652968985.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director · Executive Chair, DMG 10b5-1 filing: Not disclosed Ownership: Indirect · By Charles G. Berg 2016 Family Trust U/A DTD 02/05/2016 Disclosed balance after: 7,047 F1 · price: Represents the weighted average sale price of $69.2417. The range of prices for the sale of these shares was $69.2400 - $69.2500 rounded to the nearest ten-thousandths. 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 09, 2017 Filed May 11, 2017 22:20 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 24,000 | $42.47 Strike: $42.47 | $1,019,160.00 |
DisclosureSEC source: 0001179110-17-007085 · edgar.xml · derivative · entry 5 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,000 shares Expires 2017-06-11 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 6/11/2012, and vested 100% on 6/11/2013. Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:20 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 8,414 | $65.80 | $553,606.70 |
DisclosureSEC source: 0001179110-17-007085 · edgar.xml · nonDerivative · entry 3 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,719 F1 · price: Represents the weighted average sale price of $65.7959. The range of prices for the sale of these shares was $65.6300 - $65.9100 rounded to the nearest thousandths. 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 09, 2017 Filed May 11, 2017 22:20 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 15,586 | $65.39 | $1,019,168.54 |
DisclosureSEC source: 0001179110-17-007085 · edgar.xml · nonDerivative · entry 2 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,133 Read SEC document |
| May 09, 2017 Filed May 11, 2017 22:20 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 24,000 | $42.47 | $1,019,160.00 |
DisclosureSEC source: 0001179110-17-007085 · edgar.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,719 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 |
| December 31, 2016 Filed Jan 5, 2017 00:13 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000377 · edgar.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,719 Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 00:45 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030406 · edgar.xml · nonDerivative · entry 1 BERG CHARLES · CIK 0001111804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,594 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.