Transactions
11
Insider / DAVITA INC.
YALE PHYLLIS R
Director at DAVITA INC.
- Company
- DAVITA INC.
- First filing on record
- October 2, 2025
- Latest trade on record
- September 30, 2026
- SEC filings
- EDGAR ↗
YALE PHYLLIS R, Director at DAVITA INC., has disclosed 11 transactions in BMY, DVA since October 2, 2025: 0 purchases (0 open-market buys) and 0 sales, worth about $325K at the reported prices. The latest was filed October 2, 2026, 2 days after the trade; 1 filing was late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
0
Avg. disclosure lag
2.5d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months YALE PHYLLIS R reported 10 transactions that were neither a purchase nor a sale, such as stock awards, option exercises or shares withheld for tax.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
1 of 11 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| A | Grant or award | 10 | 8,438 | $325K |
| G | Gift | 1 | 5,038 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 8 | 0 | 0 |
| 2025 | 3 | 0 | 0 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| BMY | Other A | September 30, 2026 | October 2, 2026 | 2d | 561 | $62 | $35K | derivative | Form 4 ↗ | |
| DVA | Other A | August 15, 2026 | August 18, 2026 | 3d | 278 | — | — | Form 4 ↗ | ||
| BMY | Other A | June 30, 2026 | July 2, 2026 | 2d | 607 | $58 | $35K | derivative | Form 4 ↗ | |
| DVA | Other G | May 26, 2026 | May 28, 2026 | 2d | 5,038 | — | — | Form 4 ↗ | ||
| DVA | Other A | May 15, 2026 | May 18, 2026 | 3d | 250 | — | — | Form 4 ↗ | ||
| BMY | Other A | March 31, 2026 | April 2, 2026 | 2d | 577 | $61 | $35K | derivative | Form 4 ↗ | |
| DVA | Other A | March 15, 2026 | March 17, 2026 | 2d | 332 | — | — | Form 4 ↗ | ||
| BMY | Other A | February 1, 2026 | February 3, 2026 | 2d | 3,996 | $55 | $220K | derivative | Form 4 ↗ | |
| BMY | Other A | December 31, 2025 | January 5, 2026 | 5d | 649 | — | — | latederivative | Form 4 ↗ | |
| DVA | Other A | November 15, 2025 | November 17, 2025 | 2d | 411 | — | — | Form 4 ↗ | ||
| BMY | Other A | September 30, 2025 | October 2, 2025 | 2d | 776 | — | — | derivative | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| October 2, 2026 | Form 4 | 0001269070-26-000011 | 1 | published | EDGAR ↗ |
| August 18, 2026 | Form 4 | 0000927066-26-000117 | 1 | published | EDGAR ↗ |
| July 2, 2026 | Form 4 | 0001269070-26-000009 | 1 | published | EDGAR ↗ |
| May 28, 2026 | Form 4 | 0000927066-26-000088 | 1 | published | EDGAR ↗ |
| May 18, 2026 | Form 4 | 0000927066-26-000081 | 1 | published | EDGAR ↗ |
| April 2, 2026 | Form 4 | 0001269070-26-000007 | 1 | published | EDGAR ↗ |
| March 17, 2026 | Form 4 | 0000927066-26-000043 | 1 | published | EDGAR ↗ |
| February 3, 2026 | Form 4 | 0001269070-26-000004 | 1 | published | EDGAR ↗ |
| January 5, 2026 | Form 4 | 0001269070-26-000002 | 1 | published | EDGAR ↗ |
| November 17, 2025 | Form 4 | 0000927066-25-000181 | 1 | published | EDGAR ↗ |
| October 2, 2025 | Form 4 | 0001269070-25-000004 | 1 | published | EDGAR ↗ |
Other insiders at DAVITA INC.
- BERKSHIRE HATHAWAY INC Insider 62 rows
- BOERNER CHRISTOPHER S. Chief Executive Officer 28 rows
- Lenkowsky Adam EVP, Chief Commercial Officer 26 rows
- Gallman Cari EVP, General Counsel 23 rows
- Meyers Gregory Scott EVP, Chief Digital & Tech Off. 23 rows
- Shanahan Karin EVP, Chief Supply Chain & Ops 23 rows
- Schechter Adam H Director 22 rows
- Short Bartie Wendy EVP, Corporate Affairs 20 rows
- HEARTY JAMES O Chief Compliance Officer 18 rows
- Elkins David V EVP, Chief Financial Officer 17 rows
Everyone on file, with contracts and lobbying under the company's name: DAVITA INC..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 11 | 11 | October 2, 2025 | October 2, 2026 | Form 4 list on EDGAR |
Site built November 12, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.