Charles Berg - Net Worth and Insider Trading

Charles Berg Net Worth

The estimated net worth of Charles Berg is at least $3 Million dollars as of 2024-04-25. Charles Berg is the Director of DaVita Inc and owns about 22,780 shares of DaVita Inc (DVA) stock worth over $3 Million. Charles Berg is also the Director of WellCare Health Plans Inc and owns about 0 shares of WellCare Health Plans Inc (WCG) stock worth over $0. Details can be seen in Charles Berg's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charles Berg has not made any transactions after 2023-03-09 and currently still holds the listed stock(s).

Transaction Summary of Charles Berg

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Charles Berg Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Charles Berg owns 4 companies in total, including DaVita Inc (DVA) , WellCare Health Plans Inc (WCG) , and The Cigna Group (CI) among others .

Click here to see the complete history of Charles Berg’s form 4 insider trades.

Insider Ownership Summary of Charles Berg

Ticker Comapny Transaction Date Type of Owner
DVA DaVita Inc 2023-03-09 director & Executive Chair & DMG
WCG WellCare Health Plans Inc 2013-05-22 other: Former Director
CI The Cigna Group 2022-01-31 Pres & Govt Programs & Sr Advsr
TALK Talkspace Inc 2021-06-22 director

Charles Berg Latest Holdings Summary

Charles Berg currently owns a total of 2 stocks. Among these stocks, Charles Berg owns 22,780 shares of DaVita Inc (DVA) as of March 9, 2023, with a value of $3 Million and a weighting of 100%. Charles Berg also owns 0 shares of WellCare Health Plans Inc (WCG) as of May 14, 2013, with a value of $0 and a weighting of 0%.

Latest Holdings of Charles Berg

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
DVA DaVita Inc 2023-03-09 22,780 132.77 3,024,501
WCG WellCare Health Plans Inc 2013-05-14 0 349.92 0

Holding Weightings of Charles Berg


Charles Berg Form 4 Trading Tracker

According to the SEC Form 4 filings, Charles Berg has made a total of 4 transactions in DaVita Inc (DVA) over the past 5 years, including 0 buys and 4 sells. The most-recent trade in DaVita Inc is the sale of 1,431 shares on March 9, 2023, which brought Charles Berg around $107,511.

According to the SEC Form 4 filings, Charles Berg has made a total of 0 transactions in WellCare Health Plans Inc (WCG) over the past 5 years. The most-recent trade in WellCare Health Plans Inc is the sale of 5,000 shares on May 14, 2013, which brought Charles Berg around $285,250.

Insider Trading History of Charles Berg

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
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  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Charles Berg Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Charles Berg Ownership Network

Ownership Network List of Charles Berg

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Ownership Network Relation of Charles Berg


Charles Berg Owned Company Details

What does DaVita Inc do?

Who are the key executives at DaVita Inc?

Charles Berg is the director & Executive Chair & DMG of DaVita Inc. Other key executives at DaVita Inc include Chief Executive Officer & DKC Javier Rodriguez , Chief Legal Officer Kathleen Alyce Waters , and Chief Operating Officer & DKC Michael David Staffieri .

DaVita Inc (DVA) Insider Trades Summary

Over the past 18 months, Charles Berg made 2 insider transaction in DaVita Inc (DVA) with a net sale of 2,166. Other recent insider transactions involving DaVita Inc (DVA) include a net sale of 37,020 shares made by Kathleen Alyce Waters , a net sale of 91,916 shares made by Javier Rodriguez , and a net sale of 31,909 shares made by James O Hearty .

In summary, during the past 3 months, insiders sold 141,937 shares of DaVita Inc (DVA) in total and bought 0 shares, with a net sale of 141,937 shares. During the past 18 months, 197,144 shares of DaVita Inc (DVA) were sold and 5,000 shares were bought by its insiders, resulting in a net sale of 192,144 shares.

DaVita Inc (DVA)'s detailed insider trading history can be found in Insider Trading Tracker table.

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DaVita Inc Insider Transactions

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Charles Berg Mailing Address

Above is the net worth, insider trading, and ownership report for Charles Berg. You might contact Charles Berg via mailing address: 48 Monroe Turnpike, Trumbull Ct 06611.

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