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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-24 5:30 PM View:  | DaVita Inc. (DVA) | 15-May-24 | Grant | 363 | -- | -- | 3% 10.95K to 11.32K | |
| 14-May-24 5:44 PM View: | DaVita Inc. (DVA) | 10-May-24 | Private Sale | 5,030 | $138.81 | $698,214.00 | (31%) 15.98K to 10.95K | |
| 19-Mar-24 8:27 PM View: | DaVita Inc. (DVA) | 15-Mar-24 | Grant | 366 | -- | -- | 2% 15.62K to 15.98K | |
| 04-Jan-24 4:05 PM View: | Citigroup Inc. (C) | 02-Jan-24 | Grant | 2,923 | -- | -- | 3% 96.57K to 99.5K | |
| 17-Nov-23 5:44 PM View: | DaVita Inc. (DVA) | 15-Nov-23 | Grant | 529 | -- | -- | 4% 15.09K to 15.62K | |
| 17-Aug-23 5:11 PM View: | DaVita Inc. (DVA) | 15-Aug-23 | Grant | 475 | -- | -- | 3% 14.61K to 15.09K | |
| 17-May-23 5:37 PM View: | DaVita Inc. (DVA) | 15-May-23 | Grant | 516 | -- | -- | 4% 14.1K to 14.61K | |
| 12-May-23 8:46 PM View: | DaVita Inc. (DVA) | 10-May-23 | Disposition | 4,716 | $100.72 | $474,996.00 | (22%) 21.26K to 16.55K | |
| 12-May-23 8:46 PM View: | DaVita Inc. (DVA) | 10-May-23 | Option Exercise | 7,165 | $66.29 | $474,968.00 | 51% 14.1K to 21.26K | |
| 12-May-23 8:46 PM View: | DaVita Inc. (DVA) | 10-May-23 | Option Sale | 2,449 | $101.61 | $248,843.00 | (15%) 16.55K to 14.1K | |
| 17-Mar-23 5:40 PM View: | DaVita Inc. (DVA) | 15-Mar-23 | Grant | 658 | -- | -- | 5% 13.44K to 14.1K | |
| 24-Jan-23 4:03 PM View: | Citigroup Inc. (C) | 20-Jan-23 | Payment of Exercise | 4,401 | $49.37 | $217,262.00 | (4%) 100.97K to 96.57K | |
| 04-Jan-23 4:03 PM View: | Citigroup Inc. (C) | 03-Jan-23 | Grant | 3,353 | -- | -- | 3% 97.62K to 100.97K | |
| 16-Nov-22 5:29 PM View: | DaVita Inc. (DVA) | 15-Nov-22 | Grant | 677 | -- | -- | 5% 12.76K to 13.44K | |
| 16-Aug-22 7:24 PM View: | DaVita Inc. (DVA) | 15-Aug-22 | Grant | 514 | -- | -- | 4% 12.25K to 12.76K | |
| 06-Jun-22 6:17 PM View: | DaVita Inc. (DVA) | 03-Jun-22 | Sale | 2,320 | $97.42 | $226,010.00 | (16%) 14.57K to 12.25K | |
| 01-Jun-22 5:27 PM View: | DaVita Inc. (DVA) | 31-May-22 | Disposition | 4,858 | $97.78 | $475,015.00 | (25%) 19.43K to 14.57K | |
| 01-Jun-22 5:27 PM View: | DaVita Inc. (DVA) | 31-May-22 | Option Exercise | 7,178 | $66.17 | $474,968.00 | 59% 12.25K to 19.43K | |
| 17-May-22 6:16 PM View: | DaVita Inc. (DVA) | 15-May-22 | Grant | 475 | -- | -- | 4% 11.77K to 12.25K | |
| 16-Mar-22 9:31 PM View: | DaVita Inc. (DVA) | 15-Mar-22 | Grant | 429 | -- | -- | 4% 11.35K to 11.77K | |
| 14-Feb-22 4:50 PM View: | Citigroup Inc. (C) | 10-Feb-22 | Grant | 2,255 | -- | -- | 2% 95.37K to 97.62K | |
| 24-Jan-22 4:42 PM View: | Citigroup Inc. (C) | 20-Jan-22 | Payment of Exercise | 7,670 | $64.24 | $492,694.00 | (7%) 103.04K to 95.37K | (3%) |
| 17-Nov-21 6:00 PM View: | DaVita Inc. (DVA) | 15-Nov-21 | Grant | 446 | -- | -- | 4% 10.9K to 11.35K | |
| 17-Aug-21 6:34 PM View: | DaVita Inc. (DVA) | 15-Aug-21 | Grant | 365 | -- | -- | 3% 10.53K to 10.9K | |
| 18-May-21 8:22 PM View: | DaVita Inc. (DVA) | 15-May-21 | Grant | 379 | -- | -- | 4% 10.15K to 10.53K | |
| 17-May-21 6:25 PM View: | DaVita Inc. (DVA) | 13-May-21 | Disposition | 3,095 | $122.78 | $380,004.00 | (20%) 15.17K to 12.07K | |
| 17-May-21 6:25 PM View: | DaVita Inc. (DVA) | 13-May-21 | Option Exercise | 5,015 | $75.77 | $379,987.00 | 49% 10.15K to 15.17K | |
| 17-May-21 6:25 PM View: | DaVita Inc. (DVA) | 13-May-21 | Market Option Sale | 1,920 | $126.01 | $241,945.00 | (16%) 12.07K to 10.15K | |
| 17-Mar-21 5:37 PM View: | DaVita Inc. (DVA) | 15-Mar-21 | Grant | 436 | -- | -- | 4% 9.72K to 10.15K | |
| 12-Feb-21 5:46 PM View: | Citigroup Inc. (C) | 11-Feb-21 | Grant | 2,378 | -- | -- | 2% 100.66K to 103.04K | |
| 22-Jan-21 4:20 PM View: | Citigroup Inc. (C) | 20-Jan-21 | Payment of Exercise | 11,199 | $63.69 | $713,279.00 | (10%) 111.86K to 100.66K | 3% |
| 17-Nov-20 9:17 PM View: | DaVita Inc. (DVA) | 17-Nov-20 | Market Sale | 1,388 | $111.00 | $154,068.00 | (12%) 11.11K to 9.72K | 1% |
| 17-Nov-20 9:17 PM View: | DaVita Inc. (DVA) | 15-Nov-20 | Grant | 430 | -- | -- | 4% 10.68K to 11.11K | |
| 13-Nov-20 6:29 PM View: | DaVita Inc. (DVA) | 11-Nov-20 | Option Exercise | 3,816 | $68.17 | $260,153.00 | 41% 9.29K to 13.11K | |
| 18-Aug-20 6:15 PM View: | DaVita Inc. (DVA) | 15-Aug-20 | Grant | 578 | -- | -- | 7% 8.71K to 9.29K | |
| 19-May-20 9:17 PM View: | DaVita Inc. (DVA) | 15-May-20 | Grant | 599 | -- | -- | 7% 8.11K to 8.71K | |
| 17-Mar-20 7:56 PM View: | DaVita Inc. (DVA) | 15-Mar-20 | Grant | 625 | -- | -- | 8% 7.49K to 8.11K | |
| 14-Feb-20 4:24 PM View: | Citigroup Inc. (C) | 13-Feb-20 | Grant | 1,901 | -- | -- | 2% 109.96K to 111.86K | |
| 22-Jan-20 4:46 PM View: | Citigroup Inc. (C) | 20-Jan-20 | Payment of Exercise | 16,677 | $81.12 | $1,352,830.00 | (13%) 126.63K to 109.96K | |
| 19-Nov-19 6:23 PM View: | DaVita Inc. (DVA) | 15-Nov-19 | Grant | 671 | -- | -- | 10% 6.82K to 7.49K | |
| 16-Aug-19 6:19 PM View: | DaVita Inc. (DVA) | 15-Aug-19 | Grant | 814 | -- | -- | 14% 6.0K to 6.82K | |
| 02-Jul-19 4:06 PM View: | Citigroup Inc. (C) | 01-Jul-19 | Grant | 1,658 | -- | -- | 1% 124.98K to 126.63K | |
| 17-May-19 7:24 PM View: | DaVita Inc. (DVA) | 15-May-19 | Grant | 946 | -- | -- | 19% 5.06K to 6.0K | |
| 03-Apr-19 8:32 PM View: | DaVita Inc. (DVA) | 01-Apr-19 | Grant | 437 | -- | -- | 9% 4.62K to 5.06K | |
| 15-Feb-19 4:38 PM View: | Citigroup Inc. (C) | 14-Feb-19 | Grant | 33,639 | -- | -- | 37% 91.34K to 124.98K | |
| 23-Jan-19 5:14 PM View: | Citigroup Inc. (C) | 20-Jan-19 | Payment of Exercise | 14,427 | $63.12 | $910,615.00 | (14%) 105.76K to 91.34K | 2% |
| 03-Jan-19 7:17 PM View: | DaVita Inc. (DVA) | 31-Dec-18 | Grant | 462 | -- | -- | 11% 4.16K to 4.62K | |
| 02-Oct-18 1:56 PM View: | DaVita Inc. (DVA) | 30-Sep-18 | Grant | 332 | -- | -- | 9% 3.83K to 4.16K | |
| 03-Jul-18 8:00 PM View: | DaVita Inc. (DVA) | 30-Jun-18 | Grant | 342 | -- | -- | 10% 3.48K to 3.83K | |
| 03-Apr-18 9:55 PM View: | DaVita Inc. (DVA) | 31-Mar-18 | Grant | 360 | $65.94 | $23,738.40 | 11% 3.15K to 3.51K | 67% |