DaVita (NYSE: DVA) director gifts 5,038 shares, retains 9,525
Rhea-AI Filing Summary
DaVita Inc. director Phyllis R. Yale reported a bona fide gift of 5,038 shares of DaVita common stock. The shares were transferred at no stated value per share. After this gift, she directly holds 9,525 shares, indicating she retains a meaningful ongoing equity stake in the company.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 5,038 shares
Net Sell
1 txn
Insider
YALE PHYLLIS R
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 5,038 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 9,525 shares (Direct)
Key Figures
Shares gifted: 5,038 shares
Price per share for gift: $0.0000 per share
Shares held after transaction: 9,525 shares
+2 more
5 metrics
Shares gifted
5,038 shares
Bona fide gift of DaVita common stock
Price per share for gift
$0.0000 per share
Reported value on gift transaction
Shares held after transaction
9,525 shares
Direct ownership following gift
Gift transactions count
1 transaction
Bona fide gift events in summary
Total shares gifted in summary
5,038 shares
GiftShares in transaction summary
Key Terms
Bona fide gift, Common Stock, Form 4, transaction code G
4 terms
Bona fide gift financial
"transaction_code_description: "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Common Stock financial
"security_title: "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
transaction code G regulatory
"transaction_code: "G" with description Bona fide gift"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did DaVita (DVA) director Phyllis R. Yale report?
Director Phyllis R. Yale reported a bona fide gift of 5,038 shares of DaVita common stock. This Form 4 filing shows a non-market, no‑price transfer rather than a sale or purchase in the open market.
Was the DaVita (DVA) insider transaction a sale or purchase?
The transaction was neither a sale nor a purchase. It is reported with code G as a bona fide gift, indicating a non‑market disposition where shares are transferred without payment rather than traded on the open market.
What does transaction code G mean in the DaVita (DVA) Form 4 filing?
Transaction code G denotes a bona fide gift of securities. In this DaVita Form 4, it confirms that 5,038 shares were transferred as a gift, not sold for cash and not acquired through an open‑market purchase.