Form 4 for DVA DaVita
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-15 · accession 0000927066-25-000068 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-03-18 | 2025-03-15 | DVA | HEARTY JAMES O | CCO | A - Grant | $0.00 | +1,185 | 30.7K | +4% | $0 |
| DM | 2025-03-18 | 2025-03-15 | DVA | HEARTY JAMES O | CCO | F - Tax | $143.45 | -2,319 | 28.4K | -8% | -$332.7K |
| D | 2025-03-18 | 2025-03-15 | DVA | HEARTY JAMES O | CCO | A - Grant | $0.00 | +3,281 | 3,281 | New | $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 | 2025-03-15 | A | A | 1,185 | $0.00 | 30,708 | D | — | — | (F1) 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. |
| 2 | Common | Common Stock | 2025-03-15 | F | D | 866 | $143.45 | 29,842 | D | — | — | (F2) Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 1,971 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2024 performance period and granted to the Reporting Person on March 15, 2021. |
| 3 | Common | Common Stock | 2025-03-15 | F | D | 846 | $143.45 | 28,996 | D | — | — | (F3) Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 1,925 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2024 performance period and granted to the Reporting Person on March 15, 2022. |
| 4 | Common | Common Stock | 2025-03-15 | F | D | 306 | $143.45 | 28,690 | D | — | — | (F4) Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 735 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2021. |
| 5 | Common | Common Stock | 2025-03-15 | F | D | 301 | $143.45 | 28,389 | D | — | — | (F5) Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 723 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2022. |
| 6 | Derivative | Stock Appreciation Rights | 2025-03-15 | A | A | 3,281 | $0.00 | 3,281 | D | $143.45 · 2028-03-15 to 2030-03-15 | 3,281 Common Stock | (F6) 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. |