HEARTY JAMES O (Chief Compliance Officer) sold 40.1% of their position (15K shares) of DAVITA INC. on the open market
Open‑market sale worth $2.91M — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 5/18/2026ACC: 0000927066-26-000069
Officer· Chief Compliance Officer
Since May 2019
-19.35K
Net shares
Net seller
$3.77M
Total sold
1
Open market trades
0B · 1S
5
Total transactions
5.78K acquired · 25.13K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
+5.78K
Price / share
$110.63
Trade value
$639.88K
% of position
16.1%
5/14/2026
35.95K→41.74K
Common Stock
Direct
Shares
−3.23K
Price / share
$198.10
Trade value
$640.06K
% of position
7.7%
5/14/2026
41.74K→38.51K
Common Stock
Direct
Shares
−1.12K
Price / share
$198.10
Trade value
$221.28K
% of position
2.9%
5/14/2026
38.51K→37.39K
Common Stock
Direct
Shares
−15K
Price / share
$193.98
Trade value
$2.91M
% of position
40.1%
5/15/2026
37.39K→22.39K
Total
Net shares
−13.56K
Net value
-$3.13M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 5/14/2026 | M · Option Exercise | +5.78K | $110.63 | $639.88K | 16.1% | 35.95K | 41.74K |
| Common Stock Direct | 5/14/2026 | D · Disposition | −3.23K | $198.10 | $640.06K | 7.7% | 41.74K | 38.51K |
| Common Stock Direct | 5/14/2026 | F · Tax Withholding | −1.12K | $198.10 | $221.28K | 2.9% | 38.51K | 37.39K |
| Common Stock Direct | 5/15/2026 | S · Sale | −15K | $193.98 | $2.91M | 40.1% | 37.39K | 22.39K |
| Total | −13.56K | -$3.13M | ||||||
Derivative Transactions1
Stock Appreciation Rights
Direct
Converts to
Common Stock
5.78K shares
Shares
−5.78K
Strike price
110.63
Held after
0.00
Exercisable
—
5/14/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Appreciation Rights Direct | Common Stock5.78K shares | 5/14/2026 | M · Option Exercise | −5.78K | 110.63 | — | 0.00 |