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DVA Form 4: Director Reports 369-Share Purchase, 2,525 Trust Shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Wendy L. Schoppert, a director of DaVita Inc. (DVA), reported acquiring 369 shares of DaVita common stock on 08/15/2025 at a reported price of $0. After the transaction she directly owns 369 shares and indirectly owns 2,525 shares through the Wendy L. Schoppert Revocable Trust. The Form 4 was signed by an attorney-in-fact on 08/19/2025. The filing shows a routine insider acquisition by a director and discloses the split between direct and indirect beneficial ownership.

Positive

  • Insider acquisition disclosed: Director Wendy L. Schoppert acquired 369 shares, increasing direct ownership.
  • Clear beneficial ownership split: Filing specifies 369 shares direct and 2,525 shares indirect via a revocable trust.
  • Regulatory compliance: Form 4 filed and signed by attorney-in-fact, satisfying Section 16 reporting requirements.

Negative

  • None.

Insights

TL;DR: Routine director purchase disclosed; shows modest insider ownership increase and trust-held shares.

This Form 4 documents a director-level acquisition of 369 shares and confirms indirect holdings via a revocable trust totaling 2,525 shares. From a governance standpoint, the filing fulfils Section 16 reporting obligations and increases the director's direct stake. There is no indication of unusual timing, large scale, or related-party complexity in the disclosed items. The signature by an attorney-in-fact is a standard administrative execution.

TL;DR: Small insider purchase with negligible market impact; compliance disclosure completed.

The reported acquisition of 369 shares at a reported price of $0 is noted on Form 4; the combination of direct and indirect holdings (369 direct, 2,525 indirect) is modest relative to a public company and unlikely to materially affect valuation or control. The report provides transparency on insider ownership but contains no transaction price information that would suggest market-moving intent.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Schoppert Wendy Lee

(Last) (First) (Middle)
C/O DAVITA INC.
2000 16TH STREET

(Street)
DENVER CO 80202

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
DAVITA INC. [ DVA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/15/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/15/2025 A 369 A $0 369 D
Common Stock 2,525 I Wendy L. Schoppert Revocable Trust
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Stephanie N. Berberich, Attorney-in-Fact 08/19/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What transaction did the DaVita (DVA) Form 4 report for Wendy L. Schoppert?

The Form 4 reports that director Wendy L. Schoppert acquired 369 shares of DaVita common stock on 08/15/2025.

How many DaVita shares does Wendy L. Schoppert beneficially own after the reported transaction?

Following the reported transaction she beneficially owns 369 shares directly and 2,525 shares indirectly through the Wendy L. Schoppert Revocable Trust.

Was a purchase price disclosed on the Form 4 for the DVA transaction?

The Form 4 lists a price of $0 for the 369-share transaction as reported in the filing.

When was the Form 4 for Wendy L. Schoppert signed?

The Form 4 bears a signature by an attorney-in-fact dated 08/19/2025.

Does the Form 4 indicate insider trading restrictions or a 10b5-1 plan for DVA?

The filing does not indicate that the transaction was made pursuant to a 10b5-1 plan; no such plan is disclosed in the provided content.
Davita Inc

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9.91B
33.19M
Medical Care Facilities
Services-misc Health & Allied Services, Nec
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United States
DENVER