James O Hearty sold $3.1M of DVA
Chief Compliance Officer at DAVITA INC.. 26,164 shares at an average of $119.64, traded Feb 16, 2024, filed Feb 20, 2024.
Score components
- +15RoleOfficer
- +25Trade size$3.1M at market
- +20Share of holdings soldSold 56% of holdings
- +15Cluster4 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +10.8%, 3m +12.8%, 6m +20.0%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0000927066-24-000015, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Feb 16, 2024 | MOption exercise Common Stock | +50,000 | $52.41 | $2.6M | 78,448 | Feb 20, 2024 |
| Feb 16, 2024 | DDisposition to issuer Common Stock | -21,862 | $119.87 | $2.6M | 56,586 | Feb 20, 2024 |
| Feb 16, 2024 | FTax withholding Common Stock | -11,107 | $119.87 | $1.3M | 45,479 | Feb 20, 2024 |
| Feb 16, 2024 | MOption exercise Common Stock | +4,608 | $75.95 | $350k | 50,087 | Feb 20, 2024 |
| Feb 16, 2024 | DDisposition to issuer Common Stock | -2,920 | $119.87 | $350k | 47,167 | Feb 20, 2024 |
| Feb 16, 2024 | FTax withholding Common Stock | -739 | $119.87 | $89k | 46,428 | Feb 20, 2024 |
| Feb 16, 2024 | SOpen-market sale Common Stock | -26,164 | $119.64 | $3.1M | 20,264 | Feb 20, 2024 |
| Feb 16, 2024 | MOption exercise Stock Appreciation Rightsderivative | -50,000 | $0.00 | $0 | 0 | Feb 20, 2024 |
| Feb 16, 2024 | MOption exercise Stock Appreciation Rightsderivative | -4,608 | $0.00 | $0 | 4,609 | Feb 20, 2024 |
Related signals
Other insiders at DAVITA INC. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 47Moderate | DVAsell DAVITA INC. | Berkshire Hathaway Inc owner | $37M 182,980 shares | -1% | |
| 58Moderate | DAVITA INC. | Javier Rodriguez Chief Executive Officer | $15M 69,407 shares | -8% | |
| 33Weak | DAVITA INC. | Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | $3.2M 15,405 shares | -12% | |
| 50Moderate | DAVITA INC. | James O Hearty Chief Compliance Officer | $2.9M 15,000 shares | -40% | |
| 65Notable | DAVITA INC. | David Paul Maughan Chief Operating Officer, DKC | $4.1M 20,529 shares | -18% | |
| 72Notable | DAVITA INC. | Joel Ackerman CFO and Treasurer | $9.9M 51,471 shares | -28% | |
| 26Weak | DAVITA INC. | James O Hearty Chief Compliance Officer | $382k 2,184 shares | -6% | |
| 62Notable | DAVITA INC. | Berkshire Hathaway Inc owner | $183M 1,220,376 shares | -4% | |
| 47Moderate | DVAsell DAVITA INC. | Berkshire Hathaway Inc owner | $200M 1,658,480 shares | -5% | |
| 47Moderate | DVAsell DAVITA INC. | Berkshire Hathaway Inc owner | $54M 401,514 shares | -1% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.