DaVita (DVA) director receives 250-share stock award, updates holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Schoppert Wendy Lee reported acquisition or exercise transactions in this Form 4 filing.
DaVita Inc. director Wendy L. Schoppert reported a compensation-related stock grant and updated holdings. She received an award of 250 shares of DaVita common stock at $0.0000 per share, bringing her directly held common stock to 250 shares.
The filing also reports 3,637 shares of common stock held indirectly through the Wendy L. Schoppert Revocable Trust after the reported date. No open-market purchases or sales were reported in this filing.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Schoppert Wendy Lee
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 250 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 250 shares (Direct, null);
Common Stock — 3,637 shares (Indirect, Wendy L. Schoppert Revocable Trust)
Footnotes (1)
Key Figures
Stock grant: 250 shares
Grant price: $0.0000 per share
Direct holdings after grant: 250 shares
+2 more
5 metrics
Stock grant
250 shares
Common Stock grant coded as grant, award, or other acquisition
Grant price
$0.0000 per share
Price per share for 250-share Common Stock award
Direct holdings after grant
250 shares
Total directly held DaVita common stock following the award
Indirect holdings via trust
3,637 shares
DaVita common stock held by Wendy L. Schoppert Revocable Trust
Holding entries
1 entry
Non-transactional holding line for indirect common stock
Key Terms
Grant, award, or other acquisition, Common Stock, revocable trust, indirect ownership
4 terms
Grant, award, or other acquisition financial
"transaction code description states Grant, award, or other acquisition"
Common Stock financial
"security title is listed as Common Stock for both entries"
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.
revocable trust financial
"nature of ownership is Wendy L. Schoppert Revocable Trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
indirect ownership financial
"ownership_type is indirect for shares held via the trust"
FAQ
What insider activity did DaVita (DVA) disclose for Wendy L. Schoppert?
DaVita reported that director Wendy L. Schoppert received a grant of 250 shares of common stock and updated her holdings. The filing lists both her newly awarded direct shares and existing indirect shares held through a revocable trust.
Was the DaVita (DVA) Form 4 transaction an open-market buy or sell?
The Form 4 shows a grant of 250 DaVita common shares coded as a grant, award, or other acquisition, not an open-market purchase or sale. The reported price per share is $0.0000, consistent with a compensation-related stock award.
Are there any DaVita (DVA) derivative securities reported for Wendy L. Schoppert?
No derivative securities are reported for Wendy L. Schoppert in this Form 4. The filing only lists non-derivative common stock, including a 250-share grant and 3,637 shares held indirectly through her revocable trust.