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Insider Information:   Berg Charles
Relationship:  
City:   Trumbull
State:   CT
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   70,571    

Indirect Shares

  7,047      
Direct Value   $3,410,353    

Indirect Value

  $961,775      
Total Shares   77,618      
Total Value   $4,372,128      


Davita Healthcare Partners
 $2,494,445 WellCare Health Plans
 $775,777 Talkspace, Inc
 $140,132 Davita Healthcare Partners
 $2,494,445 WellCare Health Plans
 $775,777 Talkspace, Inc
 $140,132
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    4    

     Stock price went up :

    0   
    3    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   3.0   
     Percentage Gain/Loss :
     0.0%
 55.3%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Davita Healthcare Partners DVA Director 2024-03-15 18,277 2024-03-15 7,047    Premium*  
            WellCare Health Plans WCG Former Director 2013-05-22 2,247 2008-01-25 0    Premium*  
            Talkspace, Inc TALK 2022-09-15 50,047 2021-08-30 0    Premium*  
* Premium Members only  

Records found :    196         Free Registration Required For Full Results.    Limit: 25

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  Page 6 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
DVA Davita Healthcare Partner... Director   –       •      –    2023-08-15 4 A $0.00 $0 D/D 475 17,382 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2023-11-15 4 A $0.00 $0 D/D 529 17,911 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2024-03-15 4 A $0.00 $0 D/D 366 18,277 0 -
WCG WellCare Health Plans Executive Chariman   •       •      –    2008-07-25 4 D $36.16 $640,394 D/D (17,710) 182,290 0 -
WCG WellCare Health Plans Executive Chariman   •       •      –    2008-10-25 4 D $20.05 $205,272 D/D (10,238) 172,052 0 -
WCG WellCare Health Plans Executive Chariman   •       •      –    2009-01-25 4 D $13.76 $110,754 D/D (8,049) 164,003 0 -
WCG WellCare Health Plans Executive Chariman   •       •      –    2009-04-25 4 D $13.56 $111,246 D/D (8,204) 155,799 0 -
WCG WellCare Health Plans Executive Chariman   •       •      –    2009-07-25 4 D $18.88 $161,594 D/D (8,559) 147,240 0 -
WCG WellCare Health Plans Executive Chariman   •       •      –    2009-10-25 4 D $25.13 $225,592 D/D (8,977) 263,263 0 -
WCG WellCare Health Plans Executive Chairman   •       •      –    2010-01-25 4 D $33.18 $276,389 D/D (8,330) 254,933 0 -
WCG WellCare Health Plans Director   –       •      –    2010-12-31 4 D $30.22 $1,622,451 D/D (53,688) 201,245 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2012-08-06 4 D $99.29 $597,428 D/D (6,017) 15,414 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2012-11-14 4 D $112.61 $550,100 D/D (4,885) 16,760 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2014-02-25 4 D $67.50 $751,680 D/D (11,136) 33,993 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2015-08-06 4 D $80.49 $995,178 D/D (12,364) 34,666 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2017-05-09 4 D $65.39 $1,019,169 D/D (15,586) 19,133 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2018-05-14 4 D $66.01 $1,561,929 D/D (23,662) 6,114 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2020-06-08 4 D $88.28 $380,045 D/D (4,305) 11,361 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2021-05-04 4 D $120.92 $380,052 D/D (3,143) 14,320 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2023-02-24 4 D $82.87 $237,505 D/D (2,866) 16,468 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2023-02-28 4 D $82.84 $475,005 D/D (5,734) 17,899 0 -
WCG WellCare Health Plans Director   –       •      –    2013-05-09 4 GD $0.00 $0 D/D 994 12,841 0 -
WCG WellCare Health Plans Director   –       •      –    2013-05-10 4 GD $0.00 $0 D/D 5,408 7,433 0 -
DVA Davita Healthcare Partner... Director   –       •      –    2016-03-14 4 GD $0.00 $0 D/D 14,095 9,604 0 -
DVA Davita Healthcare Partner... Executive Chair, DMG   •       •      –    2017-12-12 4 GD $0.00 $0 D/D 5,360 5,359 0 -

  196  Records found
  1   2   3   4   5   6  7   8      
  Page 6 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed