DAVITA INC.
For the period ended Dec 31, 2025. Filed Feb 11, 2026.
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FY2025 · Filed Feb 11, 2026
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EXHIBIT INDEX
| 2.1 | Equity Purchase Agreement, dated as of December 5, 2017, by and among DaVita Inc., Collaborative Care Holdings, LLC, and solely with respect to Section 9.3 and Section 9.18 thereto, UnitedHealth Group Incorporated.(2) |
| 2.2 | Amendment No. 1 dated as of September 20, 2018, to that certain Equity Purchase Agreement, dated as of December 5, 2017, by and among DaVita Inc., a Delaware corporation, Collaborative Care Holdings, LLC, a Delaware limited liability company and a wholly owned subsidiary of Optum, Inc., and solely with respect to Section 9.3 and Section 9.18 thereto, UnitedHealth Group Incorporated, a Delaware corporation.(14) |
| 2.3 | Second Amendment to Equity Purchase Agreement by and between DaVita Inc., a Delaware corporation, and Collaborative Care Holdings, LLC, a Delaware limited liability company, dated as of December 11, 2018, amending that certain Equity Purchase Agreement, dated as of December 5, 2017, by and among DaVita Inc., Collaborative Care Holdings, LLC, and, solely with respect to Section 9.3 and Section 9.18 thereto, UnitedHealth Group Incorporated (as previously amended).(9) |
| 3.1 | Amended and Restated Certificate of Incorporation of DaVita Inc.(1) |
| 3.2 | Amended and Restated Bylaws for DaVita Inc. adopted on September 5, 2024.(23) |
| 4.1 | Indenture for the 4.625% Senior Notes due 2030, dated as of June 9, 2020, by and among DaVita Inc., the subsidiary guarantors party thereto and The Bank of New York Mellon Trust Company, N.A., as Trustee.(13) |
| 4.2 | Form of 4.625% Senior Notes due 2030 and related Guarantee (included in Exhibit 4.1).(13) |
| 4.3 | Indenture for the 3.750% Senior Notes due 2031, dated August 11, 2020, by and among DaVita Inc., the subsidiary guarantors party thereto and The Bank of New York Mellon Trust Company, N.A., as Trustee.(11) |
| 4.4 | Form of 3.750% Senior Notes due 2031 and related Guarantee (included in Exhibit 4.3).(11) |
| 4.5 | Indenture for 6.785% Senior Notes due 2032, dated as of August 13, 2024, by and among DaVita Inc., the subsidiary guarantors party thereto and the Bank of New York Mellon Trust Company, N.A., as Trustee.(26) |
| 4.6 | Form of 6.875% Senior Notes due 2032 and related Guarantee (included in Exhibit 4.5).(26) |
| 4.7 | Indenture for 6.750% Senior Notes due 2033, dated as of May 23, 2025, by and among DaVita Inc., the subsidiary guarantors party thereto and Wilmington Trust, National Association, as trustee.(7) |
| 4.8 | Form of 6.750% Senior Notes due 2033 (included as Exhibit A to the Indenture filed as Exhibit 4.7).(7) |
| 4.9 | Description of Securities.(20) |
| 10.1 | Credit Agreement, dated August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto, Credit Agricole Corporate and Investment Bank, JPMorgan Chase Bank, N.A. and MUFG Bank Ltd., as co-syndication agents, Bank of America, N.A., Barclays Bank PLC, Credit Suisse Loan Funding LLC, Goldman Sachs Bank USA, Morgan Stanley Senior Funding, Inc. and Suntrust Bank, as co-documentation agents, and Wells Fargo Bank, National Association, as administrative agent, collateral agent and swingline lender.(16) |
| 10.2 | First Amendment, dated as of February 13, 2020, to that certain Credit Agreement, dated as of August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto, and Wells Fargo Bank, National Association, as administrative agent, collateral agent and swingline lender.(20) |
| 10.3 | Second Amendment, dated as of April 3, 2023, to that certain Credit Agreement, dated as of August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto, and Wells Fargo Bank, National Association, as administrative agent, collateral agent and swingline lender.(25) |
| 10.4 | Third Amendment, dated as of April 28, 2023, to that certain Credit Agreement, dated as of August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto, and Wells Fargo Bank, National Association, as administrative agent, collateral agent and swingline lender.(24) |
| 10.5 | Fourth Amendment, dated as of May 9, 2024, to that certain Credit Agreement, dated as of August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto, and Wells Fargo Bank, National Association, as administrative agent, collateral agent and swingline lender.(28) |
| 10.6 | Fifth Amendment, dated as of August 7, 2024, to that certain Credit Agreement, dated as of August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto, and Wells Fargo Bank, National Association, as administrative agent, collateral agent and swingline lender.(17) |
| 10.7 | Sixth Amendment, dated as of August 13, 2024, to that certain Credit Agreement, dated as of August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto, and Wells Fargo Bank, National Association, as administrative agent, collateral agent and swingline lender (including a conformed copy of the Credit Agreement, reflecting all amendments through the Sixth Amendment, attached as Annex A thereto).(26) |
| 10.8 | Seventh Amendment, dated as of July 17, 2025, to that certain Credit Agreement, dated as of August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto, and Wells Fargo Bank, National Association, as administrative agent, collateral agent and swingline lender (including a conformed copy of the Credit Agreement, reflecting all amendments through the Seventh Amendment, attached as Annex A thereto).(19) |
| 10.9 | Eighth Amendment, dated as of November 24, 2025, to that certain Credit Agreement, dated as of August 12, 2019, by and among DaVita Inc., certain subsidiary guarantors party thereto, the lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent, collateral agent and swingline lender (including a conformed copy of the Credit Agreement, reflecting all amendments through the Eighth Amendment, attached as Annex A thereto).(33) |
| 10.10 | Restated Standstill Agreement, dated February 9, 2022, by and between DaVita inc. and Berkshire Hathaway Inc.(27) |
| 10.11 | Share Repurchase Agreement, dated as of April 30, 2024, by and between DaVita Inc. and Berkshire Hathaway Inc.(29) |
| 10.12 | Employment Agreement, dated as of April 29, 2019, by and between Javier J. Rodriguez and DaVita Inc.(10)* |
| 10.13 | Employment Agreement, effective April 27, 2016, by and between DaVita HealthCare Partners Inc. and Kathleen A. Waters.(4)* |
| 10.14 | Employment Agreement, effective February 21, 2017, by and between DaVita Inc. and Joel Ackerman.(6)* |
| 10.15 | Employment Agreement, effective September 15, 2024, by and between DaVita Inc. and David Maughan.(31)* |
| 10.16 | Form of Indemnity Agreement.(8)* |
| 10.17 | Form of Indemnity Agreement.(5)* |
| 10.18 | DaVita Inc. Deferred Compensation Plan.(6)* |
| 10.19 | Amended and Restated Employee Stock Purchase Plan.(18)* |
| 10.20 | DaVita Inc. Severance Plan for Directors and Above.(3)* |
| 10.21 | DaVita Inc. Severance Plan for Section 16 Officers.ü* |
| 10.22 | DaVita Inc. Non-Employee Director Compensation Policy.(15)* |
| 10.23 | DaVita Inc. 2020 Incentive Award Plan.(21)* |
| 10.24 | Form of Stock Appreciation Rights Agreement (DaVita Inc. 2020 Incentive Award Plan).(22)* |
| 10.25 | Form of Performance-Based Restricted Stock Unit Agreement (DaVita Inc. 2020 Incentive Award Plan).(22)* |
| 10.26 | Form of Restricted Stock Unit Agreement (DaVita Inc. 2020 Incentive Award Plan).(22)* |
| 10.27 | Form of Stock Appreciation Rights Agreement (DaVita Inc. 2020 Incentive Award Plan).(25)* |
| 10.28 | Form of Performance-Based Restricted Stock Unit Agreement (DaVita Inc. 2020 Incentive Award Plan).(25)* |
| 10.29 | Form of Restricted Stock Unit Agreement (DaVita Inc. 2020 Incentive Award Plan).(25)* |
| 10.30 | Form of Performance-Based Restricted Stock Unit Agreement (DaVita Inc. 2020 Incentive Award Plan).(30)* |
| 10.31 | Form of Restricted Stock Unit Agreement (DaVita Inc. 2020 Incentive Award Plan).(30)* |
| 10.32 | Form of Stock Appreciation Rights Agreement (DaVita Inc. 2020 Incentive Award Plan).(30)* |
| 10.33 | Form of Performance-Based Restricted Stock Unit Agreement (DaVita Inc. 2020 Incentive Award Plan).(32)* |
| 10.34 | Form of Restricted Stock Unit Agreement (DaVita Inc. 2020 Incentive Award Plan).(32)* |
| 10.35 | Form of Stock Appreciation Rights Agreement (DaVita Inc. 2020 Incentive Award Plan).(32)* |
| 19.1 | DaVita Inc. Insider Trading Policy.(17) |
| 21.1 | List of our subsidiaries.ü |
| 23.1 | Consent of KPMG LLP, independent registered public accounting firm.ü |
| 24.1 | Powers of Attorney with respect to DaVita Inc. (Included on Page S-1). |
| 31.1 | Certification of the Chief Executive Officer, dated February 11, 2026, pursuant to Rule 13a-14(a) or 15d-14(a), as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.ü |
| 31.2 | Certification of the Chief Financial Officer, dated February 11, 2026, pursuant to Rule 13a-14(a) or 15d-14(a), as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.ü |
| 32.1 | Certification of the Chief Executive Officer, dated February 11, 2026, pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.ü |
| 32.2 | Certification of the Chief Financial Officer, dated February 11, 2026, pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.ü |
| 97.1 | DaVita Inc. Dodd-Frank Policy on Recoupment of Incentive Compensation.(12)* |
| 101.INS | XBRL Instance Document - the Instance Document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document.ü |
| 101.SCH | Inline XBRL Taxonomy Extension Schema Document.ü |
| 101.CAL | Inline XBRL Taxonomy Extension Calculation Linkbase Document.ü |
| 101.DEF | Inline XBRL Taxonomy Extension Definition Linkbase Document.ü |
| 101.LAB | Inline XBRL Taxonomy Extension Label Linkbase Document.ü |
| 101.PRE | Inline XBRL Taxonomy Extension Presentation Linkbase Document.ü |
| 104 | Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101).ü |
| ü | Included in this filing. |
|---|---|
| * | Management contract or executive compensation plan or arrangement. |
(1)Filed on June 8, 2023 as an exhibit to the Company's Current Report on Form 8-K.
(2)Filed on December 6, 2017 as an exhibit to the Company’s Current Report on Form 8-K.
(3)Filed on October 28, 2021 as an exhibit to the Company’s Quarterly Report on Form 10-Q for the quarter ended September 30, 2021.
(4)Filed on May 2, 2017 as an exhibit to the Company’s Quarterly Report on 10-Q for the quarter ended March 31, 2017.
(5)Filed on March 3, 2005 as an exhibit to the Company’s Annual Report on Form 10-K for the year ended December 31, 2004.
(6)Filed on February 24, 2017 as an exhibit to the Company’s Annual Report on Form 10-K for the year ended December 31, 2016.
(7)Filed on May 12, 2025 as an exhibit to the Company’s Current Report on Form 8-K.
(8)Filed on December 20, 2006 as an exhibit to the Company’s Current Report on Form 8-K.
(9)Filed on December 17, 2018 as an exhibit to the Company’s Current Report on Form 8-K.
(10)Filed on April 29, 2019 as an exhibit to the Company's Current Report on Form 8-K.
(11)Filed on August 11, 2020 as an exhibit to the Company’s Current Report on Form 8-K.
(12)Filed on February 14, 2024 as an exhibit to the Company’s Annual Report on Form 10-K for the year ended December 31, 2023.
(13)Filed on June 9, 2020 as an exhibit to the Company's Current Report on Form 8-K.
(14)Filed on September 24, 2018 as an exhibit to the Company’s Current Report on Form 8-K.
(15)Filed on February 22, 2023 as an exhibit to the Company's Annual Report on Form 10-K for the year ended December 31, 2022.
(16)Filed on August 14, 2019 as an exhibit to the Company’s Current Report on Form 8-K.
(17)Filed on February 13, 2025 as an exhibit to the Company’s Annual Report on Form 10-K for the year ended December 31, 2024.
(18)Filed on May 10, 2016 as an appendix to the Company's Proxy Statement on DEF 14A.
(19)Filed on July 17, 2025 as an exhibit to the Company’s Current Report on Form 8-K.
(20)Filed on February 21, 2020 as an exhibit to the Company’s Annual Report on Form 10-K for the year ended December 31, 2019.
(21)Filed on April 27, 2020 as an appendix to the Company's Proxy Statement on DEF 14A.
(22)Filed on August 17, 2020 as an exhibit to the Company’s Tender Offer Statement on Schedule TO-I.
(23)Filed on September 5, 2024 as an exhibit to the Company’s Current Report on Form 8-K.
(24)Filed on May 1, 2023 as an exhibit to the Company's Current Report on Form 8-K.
(25)Filed on May 8, 2023 as an exhibit to the Company's Quarterly Report on Form 10-Q for the quarter ended March 31, 2023.
(26)Filed on August 14, 2024 as an exhibit to the Company’s Current Report on Form 8-K.
(27)Filed on February 9, 2022 as an exhibit to the Company’s Current Report on Form 8-K.
(28)Filed on May 13, 2024 as an exhibit to the Company's Current Report on Form 8-K.
(29)Filed on May 1, 2024 as an exhibit to the Company's Current Report on Form 8-K.
(30)Filed on May 2, 2024 as an exhibit to the Company’s Quarterly Report on 10-Q for the quarter ended March 31, 2024.
(31)Filed on September 13, 2024 as an exhibit to the Company's Current Report on Form 8-K.
(32)Filed on May 12, 2025 as an exhibit to the Company’s Quarterly Report on 10-Q for the quarter ended March 31, 2025.
(33)Filed on November 25, 2025 as an exhibit to the Company’s Current Report on Form 8-K.
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