Form 4: DaVita Inc. Executive James O. Hearty Reports Stock Transactions
SEC Form 4 Filing
James O. Hearty, Chief Compliance Officer of DaVita Inc., reports the acquisition and disposal of company stock and derivative securities.
Summary
- On March 3, 2025, James O. Hearty exercised stock appreciation rights, acquiring 4,609 shares at $75.95 and disposing of 2,368 shares at $147.88 to cover the base price.
- An additional 674 shares were disposed of at $147.88 to satisfy tax withholding obligations.
- On March 12, 2025, Hearty acquired 1,971 and 1,925 shares related to performance stock units granted in 2021 and 2022 respectively, which vest on March 15, 2025.
- Following these transactions, Hearty directly owns 29,523 shares of DaVita Inc. common stock.
Sentiment
Score: 5
Explanation: The document is a neutral regulatory filing detailing stock transactions. It doesn't inherently convey positive or negative sentiment.
Industry Context
This filing is a routine disclosure of stock transactions by a company executive, as required by the SEC. It provides transparency to investors regarding insider activity.
Stakeholder Impact
- The filing provides transparency to shareholders regarding executive stock ownership and transactions.
Key Dates
| Date | Description |
|---|---|
| 03/15/2020 | Stock Appreciation Rights were granted. |
| 03/15/2021 | Date of grant for performance stock units, vesting on March 15, 2025. |
| 03/15/2022 | Date of grant for performance stock units, vesting on March 15, 2025. |
| 03/15/2023 | 50% of Stock Appreciation Rights vested. |
| 03/15/2024 | 50% of Stock Appreciation Rights vested. |
| 03/03/2025 | Date of stock transactions involving stock appreciation rights. |
| 03/12/2025 | Date of stock transactions involving performance stock units. |
| 03/14/2025 | Date of signature on the Form 4 filing. |
| 03/15/2025 | 100% of performance stock units granted in 2021 and 2022 will vest. |
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