Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareDx, Inc.CDNA · Entity 4344 | Chief Commercial Officer | February 17, 2017 | February 22, 2017 |
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.
CareDx, Inc.
Report date February 17, 2017 · Filed February 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2016-02-17 transaction · row 1
1 source rowRow 1 · 2016-02-17 · Grant · Acquired 10,000 · Balance 20,000 F1: The reported securities are represented by restricted stock units 1/4th of which shall vest on January 27, 2018 and 1/4th of which shall vest on each yearly anniversary thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.30 · Expires 2027-02-17 | Direct | 27,000 |
Reported balance
After 2017-02-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-02-17 · Grant · Acquired 27,000 · Balance 27,000 F2: 1/4th of the shares subject to the option shall vest on January 27, 2018 and 1/48th of the shares subject to the option shall vest monthly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are represented by restricted stock units 1/4th of which shall vest on January 27, 2018 and 1/4th of which shall vest on each yearly anniversary thereafter.
F2: 1/4th of the shares subject to the option shall vest on January 27, 2018 and 1/48th of the shares subject to the option shall vest monthly thereafter.
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 |
|---|---|---|---|---|---|---|
| February 17, 2017 Filed Feb 22, 2017 18:38 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantEmployee Stock Option (right to buy) · Derivative | 27,000 | $0.00 Strike: $2.30 | $0.00 |
DisclosureSEC source: 0000899243-17-005008 · doc4.xml · derivative · entry 2 Whitson Todd · CIK 0001672696 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Underlying: Common Stock · 27,000 shares Expires 2027-02-17 F2 · derivative.exercise_date: 1/4th of the shares subject to the option shall vest on January 27, 2018 and 1/48th of the shares subject to the option shall vest monthly thereafter. Read SEC document |
| September 26, 2016 Filed Oct 4, 2016 16:55 UTC | CareDx, Inc. CDNA · Entity 4344 | PurchaseCommon Stock | 10,000 | $4.00 | $40,000.00 |
DisclosureSEC source: 0000899243-16-030858 · doc4.xml · nonDerivative · entry 1 Whitson Todd · CIK 0001672696 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| February 17, 2016 Filed Feb 22, 2017 18:38 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005008 · doc4.xml · nonDerivative · entry 1 Whitson Todd · CIK 0001672696 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · shares: The reported securities are represented by restricted stock units 1/4th of which shall vest on January 27, 2018 and 1/4th of which shall vest on each yearly anniversary thereafter. 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.