YALE PHYLLIS R 1269070 Data last updated 2024-05-15 07:34:05 -0500 US CDT
Latest Holdings
Notice: Data summarized from Form 3,4,5 filings, which do not include holdings/transactions of investment institution(s), if any, managed by the reporter.
Non-derivative Transactions CSV download
Tips: type "code_s" to show transactions with code "S".
| Filing Date | Transaction Date | Operation Date | Original Filing | Reporter | Relation | Opr | Amounta | %(Owned)b | ‱(SO)c | Avg Prcd | Account | Type | Full Name | Code | Remain | Shares Outstanding (Million)e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-05-12 | 2023-05-12 | 2023-05-12 | 4 | Yale Phyllis R | DIRECTOR | dsp | 7165.0 | 35.34 | 0.79 | 95.49 | Direct | Common Stock | DAVITA INC. | code D S | 13110.0
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90.7 (DVA) |
| 2023-05-12 | 2023-05-12 | 2023-05-12 | 4 | Yale Phyllis R | DIRECTOR | acq | 7165.0 | 35.34 | 0.79 | 66.29 | Direct | Common Stock | DAVITA INC. | code M | 20275.0 | 90.7 (DVA) |
| 2023-05-17 | 2023-05-15 | 2023-05-15 | 4 | Yale Phyllis R | DIRECTOR | acq | 516.0 | 3.79 | 0.06 | 0.0 | Direct | Common Stock | DAVITA INC. | code A | 13626.0 | 90.7 (DVA) |
| 2023-08-17 | 2023-08-15 | 2023-08-15 | 4 | Yale Phyllis R | DIRECTOR | acq | 475.0 | 3.37 | 0.05 | 0.0 | Direct | Common Stock | DAVITA INC. | code A | 14101.0 | 91.3 (DVA) |
| 2023-11-17 | 2023-11-15 | 2023-11-15 | 4 | Yale Phyllis R | DIRECTOR | acq | 529.0 | 3.62 | 0.06 | 0.0 | Direct | Common Stock | DAVITA INC. | code A | 14630.0 | 91.3 (DVA) |
| 2024-03-19 | 2024-03-15 | 2024-03-15 | 4 | Yale Phyllis R | DIRECTOR | acq | 366.0 | 2.44 | 0.04 | 0.0 | Direct | Common Stock | DAVITA INC. | code A | 14996.0 | 87.7 (DVA) |
Derivative Transactions
Tips: type "code_m" to show transactions with code "M".
| Filing Date | Transaction Date | Operation Date | Original Filing | Reporter | Relation | Opr | Amounta | %(Owned)b | ‱(SO)c | Avg Prcd | Account | Type | Full Name | Code | Remain | Shares Outstanding (Million)e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-05-12 | 2023-05-12 | 2023-05-12 | 4 | Yale Phyllis R | DIRECTOR | dsp | 7165.0 | 100.0 | 0.79 | 66.29 | Direct | Stock Appreciation Rights | DAVITA INC. | code M | 0.0 | 90.7 (DVA) |
| 2023-07-05 | 2023-06-30 | 2023-06-30 | 4 | Yale Phyllis R | DIRECTOR | acq | 527.756 | 2.55 | 0.0 | 63.95 | Direct | Deferred Share Units | BRISTOL MYERS SQUIBB CO | code A | 20689.931 | 2100.85 (BMY) |
| 2023-10-03 | 2023-09-30 | 2023-09-30 | 4 | Yale Phyllis R | DIRECTOR | acq | 581.496 | 2.71 | 0.0 | 58.04 | Direct | Deferred Share Units | BRISTOL MYERS SQUIBB CO | code A | 21463.09 | 2089.1 (BMY) |
| 2024-01-03 | 2023-12-31 | 2023-12-31 | 4 | Yale Phyllis R | DIRECTOR | acq | 657.767 | 2.94 | 0.0 | 51.31 | Direct | Deferred Share Units | BRISTOL MYERS SQUIBB CO | code A | 22359.43 | 2034.76 (BMY) |
| 2024-02-05 | 2024-02-01 | 2024-02-01 | 4 | Yale Phyllis R | DIRECTOR | acq | 4314.773 | 16.01 | 0.02 | 48.67 | Direct | Deferred Share Units | BRISTOL MYERS SQUIBB CO | code A | 26949.85 | 2034.76 (BMY) |
| 2024-04-02 | 2024-03-31 | 2024-03-31 | 4 | Yale Phyllis R | DIRECTOR | acq | 645.399 | 2.34 | 0.0 | 54.23 | Direct | Deferred Share Units | BRISTOL MYERS SQUIBB CO | code A | 27595.249 | 2022.19 (BMY) |
a Sum of same type of securities in the form
b Relative to reporter's shares owned before (disposition) or after (acquisition) operation
c Relative to issuer's shares outstanding (1/10000)
d Average price for securities of the same type. Check the original form for detailed prices of multiple transactions
e Documented shares outstanding closest to the transaction date
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