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  4. [Form 4] DAVITA INC. Insider Trading Activity

DaVita (DVA) CFO Joel Ackerman granted stock awards, uses 42,820 shares for taxes

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

Rhea-AI Filing Summary

DaVita Inc. CFO and Treasurer Joel Ackerman reported routine equity compensation and related tax-withholding transactions. He received a grant of 15,427 Stock Appreciation Rights tied to common stock at an exercise price of $150.72 per share, scheduled to vest 50% on March 15, 2029 and 50% on March 15, 2030, subject to award terms. He also acquired 5,706 shares of common stock as a stock award, with related restricted stock units vesting 50% on the same future dates. To cover tax obligations from the vesting of prior performance stock units and restricted stock units, 42,820 shares of common stock were withheld rather than sold in the open market, through three F-code transactions at a reference price of $150.72 per share. After these awards and tax withholdings, Ackerman directly holds 183,905 shares of DaVita common stock, reflecting ongoing equity-based compensation and associated tax settlements rather than discretionary open-market trades.

Positive

  • None.

Negative

  • None.

Insights

DaVita’s CFO received new equity awards while shares were withheld solely for taxes.

Joel Ackerman, DaVita’s CFO and Treasurer, was granted 15,427 Stock Appreciation Rights with a strike price of $150.72 and 5,706 shares of common stock as a stock award. These instruments vest 50% on March 15, 2029 and 50% on March 15, 2030, aligning his incentives with longer-term performance.

The filing also shows 42,820 shares of common stock classified as F-code dispositions at $150.72 per share. Footnotes state these were shares withheld to satisfy tax withholding obligations on vesting performance stock units and restricted stock units, not open-market sales.

Following these transactions, Ackerman directly holds 183,905 shares of DaVita common stock. The pattern reflects standard executive compensation and tax settlement mechanics, with no open-market buying or selling activity disclosed in this filing.

Insider ACKERMAN JOEL
Role CFO and Treasurer
Type Security Shares Price Value
Grant/Award Stock Appreciation Rights 15,427 $0.00 --
Grant/Award Common Stock 5,706 $0.00 --
Tax Withholding Common Stock 3,362 $150.72 $507K
Tax Withholding Common Stock 33,693 $150.72 $5.08M
Tax Withholding Common Stock 5,765 $150.72 $869K
Holdings After Transaction: Stock Appreciation Rights — 15,427 shares (Direct); Common Stock — 226,725 shares (Direct)
Footnotes (1)
  1. These restricted stock units are scheduled to vest 50% each on March 15, 2029 and March 15, 2030, respectively, subject to the terms and conditions of the applicable award agreement. Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 6,585 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2025 performance period and granted to the Reporting Person on March 15, 2022. Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 65,997 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2023 - 2025 performance period and granted to the Reporting Person on March 15, 2023. Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 11,836 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2023. The stock appreciation rights are scheduled to vest 50% each on March 15, 2029 and March 15, 2030, respectively, subject to the terms and conditions of the applicable award agreement.
Form 4 Insider Transactions: What Each Field Means →
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*
ACKERMAN JOEL
(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)
Director 10% Owner
X Officer (give title below) Other (specify below)
CFO and Treasurer
3. Date of Earliest Transaction (Month/Day/Year)
03/15/2026
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 03/15/2026 A 5,706(1) A $0 226,725 D
Common Stock 03/15/2026 F 3,362(2) D $150.72 223,363 D
Common Stock 03/15/2026 F 33,693(3) D $150.72 189,670 D
Common Stock 03/15/2026 F 5,765(4) D $150.72 183,905 D
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
Stock Appreciation Rights $150.72 03/15/2026 A 15,427 (5) 03/15/2031 Common Stock 15,427 $0 15,427 D
Explanation of Responses:
1. These restricted stock units are scheduled to vest 50% each on March 15, 2029 and March 15, 2030, respectively, subject to the terms and conditions of the applicable award agreement.
2. Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 6,585 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2025 performance period and granted to the Reporting Person on March 15, 2022.
3. Shares withheld from issuance to satisfy tax withholding obligations in connection with the vesting of 65,997 shares, which represents the shares received upon the satisfaction of performance criteria underlying the award of performance stock units relating to the 2023 - 2025 performance period and granted to the Reporting Person on March 15, 2023.
4. Shares withheld from issuance to satisfy tax withholding obligation in connection with the vesting of 11,836 shares, which represents 50% of the restricted stock units granted to the Reporting Person on March 15, 2023.
5. The stock appreciation rights are scheduled to vest 50% each on March 15, 2029 and March 15, 2030, respectively, subject to the terms and conditions of the applicable award agreement.
Remarks:
/s/ Stephanie Berberich, Attorney-in-Fact 03/17/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What equity awards did DaVita (DVA) CFO Joel Ackerman receive in this Form 4?

Joel Ackerman received 15,427 Stock Appreciation Rights with a strike price of $150.72 and 5,706 shares of common stock as a stock award. These grants represent routine executive compensation tied to DaVita’s equity, with future vesting schedules.

How and when do Joel Ackerman’s new DaVita equity awards vest?

The filing states that both the restricted stock units and stock appreciation rights are scheduled to vest 50% on March 15, 2029 and 50% on March 15, 2030, subject to the terms and conditions of the applicable award agreements.

Did DaVita (DVA) CFO Joel Ackerman sell shares in the market in this Form 4?

No open-market sales are reported. The Form 4 shows 42,820 shares of common stock with F-code transactions, which footnotes explain were shares withheld to satisfy tax withholding obligations on vesting awards, not discretionary sales.

How many DaVita shares does CFO Joel Ackerman hold after these transactions?

After the reported grants and tax-withholding entries, Joel Ackerman directly holds 183,905 shares of DaVita common stock. This position reflects his remaining equity stake following the withholding of shares to cover tax obligations on vested awards.

What is the significance of the F-code transactions in Joel Ackerman’s DaVita Form 4?

The three F-code transactions, totaling 42,820 shares at $150.72 per share, represent shares withheld for tax liabilities on vesting performance stock units and restricted stock units. They are mechanistic tax events rather than open-market sales.

Are there any remaining derivative positions reported for DaVita CFO Joel Ackerman?

The filing reports a new grant of 15,427 Stock Appreciation Rights expiring on March 15, 2031. The derivative summary shows no additional derivative transactions, indicating this grant as the key derivative position disclosed in this Form 4.