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Insider Trading Intelligence
KT

Kent J. Thiry

DVA
EXECUTIVE CHAIRMAN · DAVITA INC. · CIK 0001097391
FILING MIX · LIFETIME23%/77%
BUYS
3
SELLS
10
TOTAL VALUE
$35.94M
COMPANIES
1
ACTIVE SINCE
May 2020
HOLDINGS NOW
110,462
AVG SELL PX
$80.76
TRADE KIND
SHOWING 13 / 13
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Kent J. Thiry, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+66.67%+0.20%+1.19%-0.99%-1.38%
14d3+100.00%-2.93%+2.94%-5.88%-6.08%
30d3+0.00%+1.89%+7.66%-5.77%-6.88%
60d3+0.00%+1.01%+9.80%-8.78%-8.98%
90d3+0.00%+2.77%+16.02%-13.25%-13.42%
180d3+0.00%+24.27%+22.06%+2.20%+0.83%
1y3+0.00%+54.26%+43.83%+10.44%+9.70%
2y3+0.00%+27.52%+39.12%-11.60%-12.25%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
DVA · 110,462 shares · as of Jun 1, 2020
0152,663305,327457,990610,653SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
FLOW · 3 buys / 10 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
DVA
DAVITA INC.
SALE
Executive Chairman
15,326$80.34$1.23M110,462Jun 1, 2020Jun 3, 2020
DVA
DAVITA INC.
PURCHASEGRANT
Stock grant
6,139159,345May 15, 2020May 19, 2020
DVA
DAVITA INC.
PURCHASEGRANT
Stock grant
36,886174,733May 15, 2020May 19, 2020
DVA
DAVITA INC.
SALE
Executive Chairman
16,223$79.25$1.29M158,510May 15, 2020May 19, 2020
DVA
DAVITA INC.
SALE
Executive Chairman
5,304$79.25$420.3K153,206May 15, 2020May 19, 2020
DVA
DAVITA INC.
SALE
Executive Chairman
2,700$79.25$214.0K156,645May 15, 2020May 19, 2020
DVA
DAVITA INC.
SALEGRANT
Gift
38,000510,653May 12, 2020May 13, 2020
DVA
DAVITA INC.
SALE
Executive Chairman
62,000$80.89$5.02M548,653May 12, 2020May 13, 2020
DVA
DAVITA INC.
SALE
Executive Chairman
5,390$81.18$437.5K137,847May 11, 2020May 13, 2020
DVA
DAVITA INC.
SALE
Executive Chairman
145,522145,522May 11, 2020May 13, 2020
DVA
DAVITA INC.
PURCHASE
Executive Chairman
145,522$75.42$10.98M283,369May 11, 2020May 13, 2020
DVA
DAVITA INC.
SALE
Executive Chairman
140,132$80.76$11.32M143,237May 11, 2020May 13, 2020
DVA
DAVITA INC.
SALE
Executive Chairman
62,000$81.28$5.04M610,653May 11, 2020May 13, 2020
Other insiders · DVA
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About this filer
CIK 0001097391
ROLE
Executive Chairman
PRIMARY
DVA
COMPANIES
1
ACTIVE SINCE
May 2020
MARKETPEEL · /INSIDER/0001097391DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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