SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Arway Pamela M | Director | 2026-08-15 | Grant/award | 278 | $0 |
| DESOER BARBARA J | Director | 2026-08-15 | Grant/award | 278 | $0 |
| Hollar Jason M. | Director | 2026-08-15 | Grant/award | 278 | $0 |
| Moore Gregory J. | Director | 2026-08-15 | Grant/award | 278 | $0 |
| Pullin Dennis W | Director | 2026-08-15 | Grant/award | 278 | $0 |
| Schechter Adam H | Director | 2026-08-15 | Grant/award | 278 | $0 |
| Schoppert Wendy Lee | Director | 2026-08-15 | Grant/award | 278 | $0 |
| YALE PHYLLIS R | Director | 2026-08-15 | Grant/award | 278 | $0 |
| BERKSHIRE HATHAWAY INC | 10% Owner | 2026-07-31 | Open-market sell | 182980 | $36.5M |
| Rodriguez Javier | Chief Executive Officer, Director | 2026-06-16 | Open-market sell | 39407 | $8.2M |
| Rodriguez Javier | Chief Executive Officer, Director | 2026-06-15 | Open-market sell | 30000 | $6.3M |
| Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | 2026-06-15 | Open-market sell | 8950 | $1.9M |
| Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | 2026-06-15 | Open-market sell | 6455 | $1.4M |
| YALE PHYLLIS R | Director | 2026-05-26 | Gift | 5038 | $0 |
| Arway Pamela M | Director | 2026-05-15 | Grant/award | 250 | $0 |
| DESOER BARBARA J | Director | 2026-05-15 | Grant/award | 250 | $0 |
| HEARTY JAMES O | Chief Compliance Officer | 2026-05-15 | Open-market sell | 15000 | $2.9M |
| Hollar Jason M. | Director | 2026-05-15 | Grant/award | 250 | $0 |
| Moore Gregory J. | Director | 2026-05-15 | Grant/award | 250 | $0 |
| Pullin Dennis W | Director | 2026-05-15 | Grant/award | 250 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
The risk profile deteriorated materially across multiple fronts, with a realized April 2025 cybersecurity breach (data exfiltration of PII/PHI with ongoing revenue impact), a new international expansion footprint carrying political, currency, and FCPA exposure, and a cluster of new operational and regulatory risks spanning supplier concentration, third-party service dependency, ESRD reimbursement uncertainty, and IKC impairment charges. Two easing signals—removal of the home dialysis risk flag and narrowing of labor market language—are modest offsets that do not materially alter the worsening trajectory. The breadth of new disclosures across operations, technology, regulatory, and asset-value themes represents a substantive step-up in disclosed risk, though no solvency or going-concern signal is present.
8 company-specific · 2 eased/removed
New disclosure of material supplier concentration risk and documented supply chain disruptions. September 2024 weather event caused production halt, increased costs, and slowed business growth—concrete evidence of realized risk impact.
If certain of our suppliers do not meet our needs, if there are material price increases on supplies, if we are not reimbursed or adequately reimbursed for drugs we purchase or if we are unable to…
New disclosure of material international expansion with explicit risks: political instability, armed conflict, terrorism, currency volatility, regulatory complexity, FCPA compliance, and potential asset impairments. Substantive new risk exposure.
Expansion of our operations to and offering our services in markets outside of the U.S., and utilizing third-party suppliers and service providers operating outside of the U.S., subjects us to…
New disclosure of April 2025 cybersecurity incident with data exfiltration (PII/PHI), operational disruption, and ongoing revenue/billing impact materially worsens cybersecurity risk profile.
If we fail to properly maintain the integrity of our data, protect our proprietary rights to our systems or defend against cybersecurity attacks, we may be subject to government or private actions…
New disclosure of increased reliance on third-party service providers for critical functions (claims processing, accounting, IT). Risk of service disruption, loss of control, and limited alternative sources could materially impact operations and cash flows.
We are subject to the risk associated with our increased reliance on third party service providers, which could lead to loss of control over critical services, potential termination or disruption of…
New specific risk: oral phosphate binders incorporated into ESRD bundle Jan 1, 2025, with uncertainty over adequate TDAPA reimbursement and operational/legal exposure if inadequately funded.
Changes in clinical practices, payment rates or regulations impacting pharmaceuticals and/or medical equipment or supplies could have a material adverse effect on our business, results of operations…
New disclosure of material revenue recognition and refund liability estimation risk affecting ~200,500 U.S. dialysis patients, with multi-year collection uncertainty and potential 1%+ revenue impact.
There are significant risks associated with estimating the amount of dialysis revenues and related refund liabilities that we recognize, and if our estimates of revenues and related refund…
New specific risks disclosed: state wage-setting initiatives, ACA credit expiration reducing insured patients, antitrust/competitive environment changes, and potential center closures.
Risks Related to the Operation of our Business Our business is subject to a complex set of governmental laws, regulations and other requirements and any failure to adhere to those requirements, or…
New explicit disclosure of past and potential future impairment charges on IKC and ancillary services investments, signaling realized losses and heightened write-down risk.
We invest in strategic and operational initiatives to maintain our business and expand our capabilities in a complex, evolving and highly regulated environment. These operations and initiatives are…
Removal of material risk: home dialysis represented 19% of U.S. dialysis revenues and was flagged as strategically important with specific operational, regulatory, and supply-chain vulnerabilities. Deletion suggests risk resolved or strategy de-emphasized.
If we are not able to successfully implement our strategy with respect to home-based dialysis, including maintaining our existing business and further developing our capabilities in a complex and…
Prior year emphasized broad labor cost pressures, nursing shortages, and turnover; current year narrows focus to union organizing only, removing discussion of general labor market challenges and turnover impacts.
If union organizing or other activities, including, among others, governmental laws, rules, regulations or ballot initiatives, result in significant increases in our operating costs, decreases in…
DaVita Inc. issued a press release on August 4, 2026, announcing financial results for the quarter ended June 30, 2026, disclosing consolidated revenues of $3.554 billion, operating income of $579 million, and diluted earnings per share of $4.02. This is a standard quarterly earnings release furnished under Item 2.02 (Results of Operations and Financial Condition) with the press release attached as Exhibit 99.1.
View raw filing on EDGAR →DaVita entered into a Ninth Amendment to its Credit Agreement on June 8, 2026, providing for an incremental $500 million borrowing under its senior secured term loan B facility. This material financing amendment significantly affects the company's capital structure and financial obligations.
View raw filing on EDGAR →DaVita disclosed the final certified results of its June 4, 2026 Annual Meeting of Stockholders, including voting outcomes on the election of nine directors, ratification of KPMG LLP as independent auditor, and advisory approval of named executive officer compensation.
View raw filing on EDGAR →