Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GeneDx Holdings Corp.SMFR · Entity 1634 | Director | October 15, 2021 | October 19, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
GeneDx Holdings Corp.
Report date October 15, 2021 · Filed October 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.79 · Expires 2031-10-14 | Direct | 22,286 |
Reported balance
After 2021-10-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-10-15 · Grant · Acquired 22,286 · Balance 22,286 F1: The stock options and restricted stock units ("RSUs") will vest on the earlier of (i) the date of the next annual meeting of the Issuer's shareholders following the grant date and (i) the first anniversary of the grant date, in each case so long as the Reporting Person continues to provide services to the Issuer through such vesting date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.79 · Expires 2031-10-14 | Direct | 22,286 |
Reported balance
After 2021-10-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-10-15 · Grant · Acquired 22,286 · Balance 22,286 F2: The stock option shall vest as of 1/36 of the total shares monthly beginning on November 15, 2021 until fully vested, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 12,836 |
Reported balance
After 2021-10-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-10-15 · Grant · Acquired 12,836 · Balance 12,836 F3: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F1: The stock options and restricted stock units ("RSUs") will vest on the earlier of (i) the date of the next annual meeting of the Issuer's shareholders following the grant date and (i) the first anniversary of the grant date, in each case so long as the Reporting Person continues to provide services to the Issuer through such vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 12,836 |
Reported balance
After 2021-10-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-10-15 · Grant · Acquired 12,836 · Balance 12,836 F3: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F4: The RSUs will vest in equal annual installments over the three-year period following the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options and restricted stock units ("RSUs") will vest on the earlier of (i) the date of the next annual meeting of the Issuer's shareholders following the grant date and (i) the first anniversary of the grant date, in each case so long as the Reporting Person continues to provide services to the Issuer through such vesting date.
F2: The stock option shall vest as of 1/36 of the total shares monthly beginning on November 15, 2021 until fully vested, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date.
F3: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration.
F4: The RSUs will vest in equal annual installments over the three-year period following the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 15, 2021 Filed Oct 19, 2021 19:17 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantRestricted Stock Unit · Derivative | 12,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061021 · doc4.xml · derivative · entry 4 Charney Dennis · CIK 0001873440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,836 Underlying: Class A Common Stock · 12,836 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs will vest in equal annual installments over the three-year period following the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F4 · derivative.expiration_date: The RSUs will vest in equal annual installments over the three-year period following the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 19:17 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantRestricted Stock Unit · Derivative | 12,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061021 · doc4.xml · derivative · entry 3 Charney Dennis · CIK 0001873440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,836 Underlying: Class A Common Stock · 12,836 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F1 · derivative.exercise_date: The stock options and restricted stock units ("RSUs") will vest on the earlier of (i) the date of the next annual meeting of the Issuer's shareholders following the grant date and (i) the first anniversary of the grant date, in each case so long as the Reporting Person continues to provide services to the Issuer through such vesting date. F1 · derivative.expiration_date: The stock options and restricted stock units ("RSUs") will vest on the earlier of (i) the date of the next annual meeting of the Issuer's shareholders following the grant date and (i) the first anniversary of the grant date, in each case so long as the Reporting Person continues to provide services to the Issuer through such vesting date. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 19:17 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,286 | $0.00 Strike: $7.79 | $0.00 |
DisclosureSEC source: 0001209191-21-061021 · doc4.xml · derivative · entry 2 Charney Dennis · CIK 0001873440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,286 Underlying: Class A Common Stock · 22,286 shares Expires 2031-10-14 F2 · derivative.exercise_date: The stock option shall vest as of 1/36 of the total shares monthly beginning on November 15, 2021 until fully vested, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 19:17 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,286 | $0.00 Strike: $7.79 | $0.00 |
DisclosureSEC source: 0001209191-21-061021 · doc4.xml · derivative · entry 1 Charney Dennis · CIK 0001873440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,286 Underlying: Class A Common Stock · 22,286 shares Expires 2031-10-14 F1 · derivative.exercise_date: The stock options and restricted stock units ("RSUs") will vest on the earlier of (i) the date of the next annual meeting of the Issuer's shareholders following the grant date and (i) the first anniversary of the grant date, in each case so long as the Reporting Person continues to provide services to the Issuer through such vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.