Form 4 for DVA DaVita
Accepted 2025-03-14 00:00:00 ET · period of report 2025-03-03 · accession 0000927066-25-000017 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-03-14 | 2025-03-12 | DVA | HEARTY JAMES O | CCO | A - Grant | $0.00 | +3,896 | 27.6K | +16% | $0 |
| D | 2025-03-14 | 2025-03-03 | DVA | HEARTY JAMES O | CCO | F - Tax | $147.88 | -674 | 25.6K | -3% | -$99.7K |
| D | 2025-03-14 | 2025-03-03 | DVA | HEARTY JAMES O | CCO | D - Sale to Iss | $147.88 | -2,368 | 26.3K | -8% | -$350.2K |
| D | 2025-03-14 | 2025-03-03 | DVA | HEARTY JAMES O | CCO | M - OptEx | $75.95 | +4,609 | 28.7K | +19% | +$350.1K |
| D | 2025-03-14 | 2025-03-03 | DVA | HEARTY JAMES O | CCO | M - OptEx | $0.00 | -4,609 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-03-12 | A | A | 1,925 | $0.00 | 29,523 | D | — | — | (F4) 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. |
| 2 | Common | Common Stock | 2025-03-12 | A | A | 1,971 | $0.00 | 27,598 | D | — | — | (F3) 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. |
| 3 | Common | Common Stock | 2025-03-03 | F | D | 674 | $147.88 | 25,627 | D | — | — | (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. |
| 4 | Common | Common Stock | 2025-03-03 | D | D | 2,368 | $147.88 | 26,301 | D | — | — | (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. |
| 5 | Common | Common Stock | 2025-03-03 | M | A | 4,609 | $75.95 | 28,669 | D | — | — | |
| 6 | Derivative | Stock Appreciation Rights | 2025-03-03 | M | D | 4,609 | $0.00 | 0 | D | $75.95 · 2023-03-15 to 2025-03-15 | 4,609 Common Stock | (F5) The Stock Appreciation Rights were granted on March 15, 2020, which vested 50% each on March 15, 2023 and March 15, 2024. |