DVA Filing
4Filing Date: May 18, 2026

DAVITA INC. (DVA) · Insider Trading (Form 4) SEC Filing

Statement of Changes in Beneficial Ownership

descriptionView SEC Filing
ACC: 0000927066-26-000069open_in_new
Total Value$4.41M
Trades5
Insiders1

Transaction Details

HEARTY JAMES O
Chief Compliance Officer·Direct
Sell · Dispose
Common Stock
Shares-15.00K
Price$193.98
Total Value$2.91M
Shares Owned After22.39K
Transaction DateMay 15, 2026
Footnotes ▸

Represents the weighted average sale price of $193.983. The range of prices for the sale of these shares was $193.360 - $199.840 rounded to the nearest hundredths. 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.

HEARTY JAMES O
Chief Compliance Officer·Direct
Exercise · Dispose
Stock Appreciation RightsDerivative
Shares-5.78K
Price$0.00
Total Value$0
Shares Owned After0
Transaction DateMay 14, 2026
ExpiresMar 15, 2027
Footnotes ▸

The Stock Appreciation Rights were granted on March 15, 2022, which vested 50% each on March 15, 2025 and March 15, 2026.

HEARTY JAMES O
Chief Compliance Officer·Direct
Tax W/H · Dispose
Common Stock
Shares-1.12K
Price$198.10
Total Value$221.3K
Shares Owned After37.39K
Transaction DateMay 14, 2026
Footnotes ▸

Represents the shares withheld to satisfy the tax withholding obligation in connection with the exercise of Stock Appreciation Rights reported on this Form 4.

HEARTY JAMES O
Chief Compliance Officer·Direct
Exercise · Acquire
Common Stock
Shares+5.78K
Price$110.63
Total Value$639.9K
Shares Owned After41.74K
Transaction DateMay 14, 2026
HEARTY JAMES O
Chief Compliance Officer·Direct
Dispose · Dispose
Common Stock
Shares-3.23K
Price$198.10
Total Value$640.1K
Shares Owned After38.51K
Transaction DateMay 14, 2026
Footnotes ▸

Represents the shares withheld in payment of the base price in connection with the exercise of Stock Appreciation Rights reported on this Form 4.

Post-Transaction Holdings

HEARTY JAMES O
SecuritySharesChange
Common Stock22.39K-13.56K (-37.73%)
Stock Appreciation Rights0-5.78K (-100.00%)
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-05-14 10b5-1 Pre-arranged Plan: No --- Issuer --- Name: DAVITA INC. (DVA) CIK: 0000927066 --- Reporting Owner --- Name: HEARTY JAMES O CIK: 0001735907 Role: Officer (Chief Compliance Officer) --- Non-Derivative Transactions --- [Transaction #1] Security: Common Stock Date: 2026-05-14 | Code: M (Exercise of derivative) Shares: +5,784 | Price: $110.63 Total Value: $639,883.92 Shares Owned After: 41,737 | Ownership: D (Direct) [Transaction #2] Security: Common Stock Date: 2026-05-14 | Code: D (Sale to issuer) Shares: -3,231 | Price: $198.10 Total Value: $640,061.10 Shares Owned After: 38,506 | Ownership: D (Direct) Footnotes: [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. [Transaction #3] Security: Common Stock Date: 2026-05-14 | Code: F (Payment of exercise/tax) Shares: -1,117 | Price: $198.10 Total Value: $221,277.70 Shares Owned After: 37,389 | Ownership: D (Direct) Footnotes: [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. [Transaction #4] Security: Common Stock Date: 2026-05-15 | Code: S (Open market sale) Shares: -15,000 | Price: $193.98 Total Value: $2,909,745.00 Shares Owned After: 22,389 | Ownership: D (Direct) Footnotes: [F3] Represents the weighted average sale price of $193.983. The range of prices for the sale of these shares was $193.360 - $199.840 rounded to the nearest hundredths. 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. --- Derivative Transactions --- [Transaction #1] Security: Stock Appreciation Rights Date: 2026-05-14 | Code: M (Exercise of derivative) Shares: -5,784 | Price: $0.00 Exercisable: N/A | Expires: 2027-03-15 Shares Owned After: 0 | Ownership: D (Direct) Footnotes: [F4] The Stock Appreciation Rights were granted on March 15, 2022, which vested 50% each on March 15, 2025 and March 15, 2026. --- Footnotes (Complete Index) --- 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. 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. F3: Represents the weighted average sale price of $193.983. The range of prices for the sale of these shares was $193.360 - $199.840 rounded to the nearest hundredths. 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. F4: The Stock Appreciation Rights were granted on March 15, 2022, which vested 50% each on March 15, 2025 and March 15, 2026. --- Signature --- /s/ /s/ Stephanie Berberich, Attorney-in-Fact (2026-05-18)

keid analysis is for reference only and does not constitute investment advice.