Charles Berg
CIK 1111804 · Pres, Govt Programs & Sr Advsr · last filed 2025-05-16
Charles Berg is a Pres, Govt Programs & Sr Advsr who has filed 160 SEC Form 4 insider transactions across 4 companies since 2007. The most recent filing, for DVA, was dated May 16, 2025. Across all open-market trades the lifetime net is −$26.8M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $5.0M across reported positions. 136 SEC filings were submitted jointly with DAVITA INC.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
WCG price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
TRUMBULL, CT 06611
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| DVA | Director | 27,029 | $183.64 | $4.96M | -$5.76M | 133 | 2025-05-16 |
| CI | Pres, Govt Programs & Sr Advsr | — | $306.95 | — | $0 | 2 | 2023-02-08 |
| Talkspace, Inc. (TALKW) Delisted | Director | 50,047 | $0.00 | $10 | $0 | 3 | 2022-09-19 |
| WELLCARE HEALTH PLANS, INC. (WCG) Delisted | Director | 2,247 | — | — | -$21.00M | 22 | 2013-05-23 |
Recent Filings
160 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-05-16 | DVA | Grant (A) | +348 | $0 | EDGAR |
| 2025-03-18 | DVA | Grant (A) | +349 | $0 | EDGAR |
| 2024-11-19 | DVA | Grant (A) | +312 | $0 | EDGAR |
| 2024-08-19 | DVA | Grant (A) | +333 | $0 | EDGAR |
| 2024-05-17 | DVA | Grant (A) | +363 | $0 | EDGAR |
| 2024-03-19 | DVA | Grant (A) | +366 | $0 | EDGAR |
| 2023-11-17 | DVA | Grant (A) | +529 | $0 | EDGAR |
| 2023-08-17 | DVA | Grant (A) | +475 | $0 | EDGAR |
| 2023-05-17 | DVA | Grant (A) | +516 | $0 | EDGAR |
| 2023-03-17 | DVA | Grant (A) | +658 | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.