Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVRx, Inc.CVRX · Entity 6920 | Director | June 07, 2022 | June 09, 2022 |
| DAVITA INC.DVA · Entity 3482 | Director | May 15, 2024 | May 17, 2024 |
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.
CVRx, Inc.
Report date June 07, 2022 · Filed June 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.76 · Expires 2032-06-06 | Direct | 26,985 |
Reported balance
After 2022-06-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-07 · Grant · Acquired 26,985 · Balance 26,985 F1: Vests on the earlier of June 7, 2023 or the Issuer's 2023 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Vests on the earlier of June 7, 2023 or the Issuer's 2023 annual meeting of stockholders.
DAVITA INC.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 363 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 363 · Balance 363 |
| Common StockSEC Table I · non-derivative | IndirectBy John Nehra Revocable Trust UAD 9/23/2009 | 63,259 |
Reported balance
Holding disclosure · report date 2024-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 63,259 |
| Common StockSEC Table I · non-derivative | IndirectBy Spousal Lifetime Access Trust | 15,000 |
Reported balance
Holding disclosure · report date 2024-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,000 |
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 |
|---|---|---|---|---|---|---|
| February 27, 2020 Filed Feb 29, 2020 00:07 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 11,806 | $80.49 | $950,264.94 |
DisclosureSEC source: 0000927066-20-000018 · wf-form4_158293484079954.xml · nonDerivative · entry 3 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By John Nehra Revocable Trust UAD 9/23/2009 Disclosed balance after: 62,453 F2 · price: Represents the weighted average sale price of $80.4897. The range of prices for the sale of these shares was $80.3500 - $80.6600 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 |
| February 26, 2020 Filed Feb 29, 2020 00:07 UTC | DAVITA INC. DVA · Entity 3482 | SaleCommon Stock | 20,000 | $80.93 | $1,618,600.00 |
DisclosureSEC source: 0000927066-20-000018 · wf-form4_158293484079954.xml · nonDerivative · entry 2 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By John Nehra Revocable Trust UAD 9/23/2009 Disclosed balance after: 74,259 F1 · price: Represents the weighted average sale price of $80.9308. The range of prices for the sale of these shares was $80.7500 - $81.1350 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 |
| February 26, 2020 Filed Feb 29, 2020 00:07 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-20-000018 · wf-form4_158293484079954.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By John Nehra Revocable Trust UAD 9/23/2009 Disclosed balance after: 94,259 Read SEC document |
| December 20, 2019 Filed Dec 20, 2019 22:35 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000208 · wf-form4_157688132301689.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By John Nehra Revocable Trust UAD 9/23/2009 Disclosed balance after: 94,499 Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 23:04 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000206 · wf-form4_157610547855032.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By John Nehra Revocable Trust UAD 9/23/2009 Disclosed balance after: 94,699 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 23:24 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 671 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000191 · wf-form4_157420585716791.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 22:18 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000148 · wf-form4_156599388018902.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:23 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 946 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000073 · wf-form4_155813536643497.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 946 Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 00:27 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000038 · wf-form4_155433765434609.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 Read SEC document |
| December 31, 2018 Filed Jan 4, 2019 00:17 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-19-000017 · wf-form4_154656101795563.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 17:58 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 332 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000184 · wf-form4_153850307220049.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332 Read SEC document |
| June 30, 2018 Filed Jul 4, 2018 00:01 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000155 · wf-form4_153066249211073.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342 Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 22:57 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000132 · wf-form4_152901701816098.xml · nonDerivative · entry 3 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By John Nehra Revocable Trust UAD 9/23/2009 Disclosed balance after: 87,476 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 22:57 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 36,000 | $0.00 Strike: $65.08 | $0.00 |
DisclosureSEC source: 0000927066-18-000132 · wf-form4_152901701816098.xml · derivative · entry 4 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 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 |
| June 12, 2018 Filed Jun 14, 2018 22:57 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 32,491 | $72.11 | $2,342,926.01 |
DisclosureSEC source: 0000927066-18-000132 · wf-form4_152901701816098.xml · nonDerivative · entry 2 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,509 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 22:57 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 36,000 | $65.08 | $2,342,880.00 |
DisclosureSEC source: 0000927066-18-000132 · wf-form4_152901701816098.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 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 |
| June 07, 2018 Filed Jun 8, 2018 00:03 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 217 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000128 · wf-form4_152841621088793.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By John Nehra Revocable Trust UAD 9/23/2009 Disclosed balance after: 87,826 Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 21:13 UTC | DAVITA INC. DVA · Entity 3482 | GiftCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-18-000126 · wf-form4_152831959049539.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By John Nehra Revocable Trust UAD 9/23/2009 Disclosed balance after: 88,043 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:08 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,165 | $0.00 Strike: $66.29 | $0.00 |
DisclosureSEC source: 0000927066-18-000096 · wf-form4_152659847009837.xml · derivative · entry 2 NEHRA JOHN M · CIK 0001005547 · 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 |
| March 31, 2018 Filed Apr 4, 2018 01:53 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 360 | $65.94 | $23,738.40 |
DisclosureSEC source: 0000927066-18-000043 · wf-form4_152280677605174.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360 Read SEC document |
| December 31, 2017 Filed Jan 4, 2018 00:53 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 329 | $72.25 | $23,770.25 |
DisclosureSEC source: 0000927066-18-000018 · wf-form4_151502719773675.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329 Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 16:24 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000073 · wf-form4_150704786786654.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:44 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0000927066-17-000040 · wf-form4_149929826854887.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367 Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 22:29 UTC | DAVITA INC. DVA · Entity 3482 | GrantStock Appreciation Rights · Derivative | 7,178 | $0.00 Strike: $13.23 | $0.00 |
DisclosureSEC source: 0000927066-17-000016 · wf-form4_149799777012768.xml · derivative · entry 2 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 Underlying: Common Stock · 7,178 shares Expires 2022-06-16 Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:58 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionStock Appreciation Rights · Derivative | 36,000 | $42.47 Strike: $42.47 | $1,528,740.00 |
DisclosureSEC source: 0001179110-17-006796 · edgar.xml · derivative · entry 4 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,000 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. F1 · derivative.exercise_date: The Stock Appreciation Rights were granted on 6/11/2012, and vested 100% on 6/11/2013. Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:58 UTC | DAVITA INC. DVA · Entity 3482 | Tax withholdingCommon Stock | 23,006 | $66.45 | $1,528,748.70 |
DisclosureSEC source: 0001179110-17-006796 · edgar.xml · nonDerivative · entry 2 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,994 Read SEC document |
| May 04, 2017 Filed May 8, 2017 18:58 UTC | DAVITA INC. DVA · Entity 3482 | Exercise / conversionCommon Stock | 36,000 | $42.47 | $1,528,740.00 |
DisclosureSEC source: 0001179110-17-006796 · edgar.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 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, 2017 Filed Apr 4, 2017 22:44 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005688 · edgar.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349 Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 00:06 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000371 · edgar.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370 Read SEC document |
| September 30, 2016 Filed Oct 5, 2016 01:43 UTC | DAVITA INC. DVA · Entity 3482 | GrantCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030414 · edgar.xml · nonDerivative · entry 1 NEHRA JOHN M · CIK 0001005547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359 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.