DVA DAVITA INC. Insider Trading

Chief Legal & Public Affairs Officer of DaVita sells 15,405 shares at blended $208.40; stock currently $210.58, near 52-week high of $213.44.

Kathleen Alyce Waters executed 2 separate sales totaling 15,405 shares for $3,210,376.79 on 2026-06-15, reducing her holdings from 124,599 to 109,194 shares (-12.4%). The stock has appreciated +5.5% over the past 30 days and +40.6% over the past 90 days, trading at $210.58—just 1.3% below the 52-week high of $213.44. At DaVita specifically, Waters' prior 3 trades show mixed timing: 2 of 3 generated positive 90-day returns (2024-08-13 at +5.7%, 2024-02-21 at +14.9%), while only 1 of the 3 prior sells was well-timed at the 90-day mark (33.33% timing success rate). Fundamentals remain solid with a P/E of 17.30, annual revenue growth of +6.5%, and $197.5M net income on $3.4B quarterly revenue. The sale occurs in a strong price environment without identifiable distress signals in the company's recent financial performance.

CEO Javier Rodriguez sold 69,407 shares (69.4K) at $209.38 avg for $14,532,108.15 ($14.5M) over two days

Javier Rodriguez executed 2 separate sales totaling 69,407 shares for $14,532,108.15, reducing his holdings from 909,815 to 840,408 shares (-7.6% vs pre-transaction holdings). The stock currently trades at $210.58, near its 52-week high of $213.44, and has posted a 90-day change of +40.6%. Rodriguez's cross-ticker track record shows a 90d well-timed rate of 33.33% across 6 prior sells, but at DVA specifically, only 2 of his 5 prior sales were well-timed at the 90-day mark, suggesting mixed execution timing at this ticker. The company carries a P/E of 17.30 with recent revenue of $3,415,548,000.00 and net income of $197,530,000.00, though these transactions provide no direct signal about business fundamentals or forward expectations.

CCO James O Hearty sells 15,000 DVA shares at $193.98 for $2.9M, reducing stake 40.1%

James O Hearty, Chief Compliance Officer, conducted an open-market sale of 15,000 shares at $193.98 on 2026-05-15, reducing his holdings from 37,389 shares to 22,389 shares (a 40.1% reduction). This represents a material reduction in his equity position in DVA. The transaction occurred at a time when the company reports positive fundamentals: $3.4B in quarterly revenue, $197.5M in net income, and 6.5% annual revenue growth. The sale follows a prior sell at the same ticker in 2024, though the outcome of that prior transaction is not yet measurable. With only 1 prior sell in his cross-ticker track record, this transaction lacks a statistically meaningful pattern to assess against his historical behavior.

DaVita COO Maughan sells ~$4.1M in stock across two days near recent highs; first open-market sales in 36 months.

David Paul Maughan, DaVita's Chief Operating Officer, executed his first open-market sales in the past three years, disposing of approximately 20,500 shares across two consecutive trading days and raising roughly $4.1 million. The sales occurred while the stock was trading just below its 52-week high, suggesting the executive chose to exit near peak valuation rather than during a pullback. DaVita itself remains profitable with positive revenue growth, so the sales do not appear driven by fundamental deterioration. The magnitude of the transaction—representing a significant portion of Maughan's holdings—marks a notable change from his prior pattern of stock-based compensation activity, making this pivot to active selling worth monitoring to understand whether it reflects personal portfolio rebalancing or carries broader implications for management's outlook.

CFO Joel Ackerman sells 51,471 shares of DaVita for $9.9M, his third open-market sale in 36 months.

Joel Ackerman, DaVita's CFO, sold over $9.8 million in shares, reducing his position by roughly a quarter. This is his third open-market sale in the past three years, continuing a consistent pattern of selling rather than buying. His prior two sales at this company were poorly timed—the stock rose after both exits—yet Ackerman is selling again as the company remains financially sound with consistent profitability and revenue growth. The stock is currently at its 52-week high, having climbed steeply in recent months, which creates a different context than his prior sales occurred in. While the CFO's repeated selling suggests he may be rebalancing a concentrated position rather than signaling fundamental concerns, the uniform pattern of poorly-timed prior exits raises the question of whether this latest sale will prove similarly mistimed or whether selling at the 52-week high reflects better timing than his previous attempts.

Berkshire Hathaway divests ~4% of DVA stake in massive $183M sale; stock near highs on strong fundamentals

Berkshire Hathaway, DVA's largest shareholder, sold over 1.2 million shares in a single transaction, reducing its position by approximately 4%. The stock is trading just below its recent highs while maintaining strong fundamentals—the company is profitable with solid revenue growth and trades at a reasonable valuation multiple. This sale is a portfolio management decision by a major institutional holder rather than a reflection of insider concern; large funds periodically trim positions to rebalance allocations or lock in gains, especially when holdings approach weighting thresholds. The timing, with the stock posting strong momentum and fundamentals intact, is consistent with disciplined rebalancing rather than distress or loss of confidence in the business.

Berkshire Hathaway sold 1,658,480 DVA shares at $120.56 (total $199.9M); stock down -37.3% from 52-week high, stake trimmed to 30.10M shares.

Berkshire Hathaway divested 1,658,480 shares of DaVita (DVA) for $199,939,880.73 on 2026-01-29, reducing its stake by 5.2% to 30.10M shares. This sale follows a pattern: all 5 of Berkshire's prior DVA sells were well-timed at the 90-day mark, with the most recent sale on 2025-10-27 showing a -20.1% 90-day return after execution. DVA stock has declined 37.3% from its 52-week high of $177.35 and trades at $111.19 today, 7.8% below the transaction price. The company has modest fundamentals—a P/E of 10.17 and recent quarterly net income of $150.3M on $3.4B revenue—leaving limited margin for sentiment shifts. Berkshire's cross-ticker sell track record shows a 100% well-timed rate (7 prior sells averaging -7.1% 90-day return), suggesting disciplined execution, though this particular sale occurs amid deteriorating price momentum across a 90-day span of -7.3%.

Berkshire Hathaway sells 401,514 DVA shares at $135.36; stock down -28.6% from 52-week high, prior DVA sells mostly well-timed

Berkshire Hathaway's sale of 401,514 shares (reducing holdings from 32.16M to 31.76M shares) comes as DaVita trades 28.6% below its 52-week high of $177.35 and down 3.1% over 30 days. DVA's fundamentals show modest growth (5.6% annual revenue growth) with a P/E of 11.58, suggesting limited downside from valuation compression. However, Berkshire's own historical track record at DVA is noteworthy: across 5 prior trades at this ticker, 4 of 5 prior sells demonstrated 90-day well-timing rates, with the most recent sale on 2025-07-31 followed by a -10.0% decline. This pattern of well-timed exits suggests the insider may be identifying deteriorating conditions before they become apparent to broader markets. The current sale during a significant drawdown from peak, coupled with this history of prescient exits at DVA, warrants monitoring of the healthcare services sector dynamics and DaVita's operational trajectory.

Berkshire Hathaway reduces DVA stake by 1,635,962 shares ($230.0M) in July; stock down 21.3% from 52-week high.

Berkshire Hathaway sold 1,635,962 shares of DaVita on 2025-07-31 at $140.61, reducing its 10% ownership by 4.8% to 32,160,579 shares remaining. The sale occurred when DVA was trading 21.3% below its 52-week high of $177.35, suggesting the sale was not executed at peak valuation. DaVita's fundamentals show stable operations (P/E of 12.25, $3.2B in quarterly revenue, +5.6% annual growth) and the insider's cross-ticker track record demonstrates a 100.00% well-timed rate on 16 prior sales with an average 90-day return of -6.2%, indicating disciplined exit execution. However, at the same-ticker level, prior sales at DVA from May 2025 show mixed near-term performance (30-day range of -0.9% to +1.8%) with no 90-day measurable outcomes yet, leaving the full implication of this larger July sale unclear until comparable data accrues.

Berkshire Hathaway sold 200,000 DVA shares for $27.8M; 10% holder now holds 33.80M shares.

Berkshire Hathaway executed 8 separate sales totaling 200,000 shares for $27,769,398.67 across May 22–27, 2025, at a blended average price of $138.85, reducing its DVA stake from 34.00M to 33.80M shares (-0.6% of pre-transaction holdings). The sale volume is material in absolute terms ($27.8M), and the timing follows a consistent pattern: four measurable prior DVA sales in February 2025 all posted negative 90-day returns (-3.6% to -7.1%), establishing a 100% well-timed rate at this ticker. The current price of $139.89 sits -21.1% below the 52-week high and only +0.2% over the past 30 days, suggesting the stock has not recovered substantially since these May sales. Berkshire's cross-ticker track record shows a 100% well-timed sell rate across 20 prior open-market sales with an average 90-day return of -7.0%, indicating a consistent pattern of selling ahead of weakness. This filing signals continued opportunistic liquidation of DVA shares rather than a fundamental repricing of the position.