Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invitae CorpNVTA · Entity 95935 | Chief Accounting Officer | May 16, 2023 | May 18, 2023 |
| Twist Bioscience CorpTWST · Entity 3619 | Chief Accounting Officer | October 02, 2026 | October 05, 2026 |
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.
Invitae Corp
Report date May 16, 2023 · Filed May 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 354,748 |
Reported balance
After 2023-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-16 · Sale · Disposed 21,559 · Balance 354,748 F1: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2: Represents a weighted average sale price. Actual sale prices ranged from $1.1993 to $1.1995 per share. The reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated. F3: Includes 5,000 shares of common stock acquired under the Invitae Corporation Employee Stock Purchase Plan on May 15, 2023 and an aggregate of 286,469 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units.
F2: Represents a weighted average sale price. Actual sale prices ranged from $1.1993 to $1.1995 per share. The reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated.
F3: Includes 5,000 shares of common stock acquired under the Invitae Corporation Employee Stock Purchase Plan on May 15, 2023 and an aggregate of 286,469 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested.
Twist Bioscience Corp
Report date October 02, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,917 |
Reported balance
After 2026-10-02 transaction · row 1
1 source rowRow 1 · 2026-10-02 · Sale · Disposed 1,482 · Balance 42,917 F1: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Restricted Stock Units. These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Restricted Stock Units. These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| March 06, 2024 Filed Mar 8, 2024 21:05 UTC | Twist Bioscience Corp TWST · Entity 3619 | SaleCommon Stock | 181 | $37.43 | $6,774.83 |
DisclosureSEC source: 0001214659-24-004246 · marketforms-65113.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,680 F1 · shares: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of Restricted Stock Units. These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 21:05 UTC | Twist Bioscience Corp TWST · Entity 3619 | Tax withholdingCommon Stock | 121 | $36.59 | $4,427.39 |
DisclosureSEC source: 0001214659-24-002006 · marketforms-64521.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,861 F1 · shares: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligation in connection with the vesting of certain Restricted Stock Units ("RSUs") previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e). Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 21:05 UTC | Twist Bioscience Corp TWST · Entity 3619 | Tax withholdingCommon Stock | 151 | $24.67 | $3,725.17 |
DisclosureSEC source: 0001214659-23-016149 · marketforms-63720.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,982 F1 · shares: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligation in connection with the vesting of certain Restricted Stock Units ("RSUs") previously granted to the Reporting Person. Such withholding is exempt from Section 16(b) pursuant to Rule 16b-3(e). Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 21:11 UTC | Twist Bioscience Corp TWST · Entity 3619 | GrantCommon Stock | 5,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-014601 · marketforms-63470.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,133 F1 · shares: Represents a restricted stock unit award ("RSU") of which 1/16th of the total number of RSUs vest on each quarterly anniversary of November 2, 2023 for a total vesting period of 48 months, subject to the Reporting Person's continuous service through each vesting date. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 20:05 UTC | Twist Bioscience Corp TWST · Entity 3619 | GrantCommon Stock | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012164 · marketforms-62556.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,500 F1 · shares: Represents a restricted stock unit award ("RSU") of which 1/16th of the total number of RSUs vest on each quarterly anniversary of September 5, 2023 for a total vesting period of 48 months, subject to the Reporting Person's continuous service through each vesting date. Read SEC document |
| May 22, 2023 Filed May 24, 2023 20:10 UTC | Twist Bioscience Corp TWST · Entity 3619 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-007781 · marketforms-61622.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 F1 · shares: Represents a restricted stock unit award ("RSU") of which 25% of the total number of RSUs vest on the first anniversary of May 22, 2023 and 1/16th of the total number of RSUs vest on each quarterly anniversary thereafter, for a total vesting period of 48 months, subject to the Reporting Person's continuous service through each vesting date. Read SEC document |
| May 16, 2023 Filed May 18, 2023 16:15 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 21,559 | $1.20 | $25,855.71 |
DisclosureSEC source: 0000899243-23-013232 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354,748 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · price: Represents a weighted average sale price. Actual sale prices ranged from $1.1993 to $1.1995 per share. The reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated. F3 · balance_after: Includes 5,000 shares of common stock acquired under the Invitae Corporation Employee Stock Purchase Plan on May 15, 2023 and an aggregate of 286,469 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:28 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010812 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,307 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3 of the total award vesting on each of May 15, 2024, 2025 and 2026, subject to continued service with the issuer through the applicable vesting dates. F2 · balance_after: Includes an aggregate of 351,924 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 16:20 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,350 | $3.45 | $4,657.50 |
DisclosureSEC source: 0000899243-22-029986 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,307 F1 · shares: The sale of common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F2 · balance_after: Includes an aggregate of 231,924 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 21:25 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 54,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-029702 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,657 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in full on August 15, 2023, subject to continued service with the issuer through such vesting date. F2 · balance_after: Includes an aggregate of 231,924 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 16:21 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,252 | $4.55 | $14,797.58 |
DisclosureSEC source: 0000899243-22-029154 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,657 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 177,924 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| May 19, 2022 Filed May 19, 2022 19:06 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 2,746 | $3.40 | $9,336.40 |
DisclosureSEC source: 0000899243-22-018935 · doc4.xml · nonDerivative · entry 2 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,909 F4 · shares: The sales of common stock were effected pursuant to a Rule 10b-5 trading plan adopted by the reporting person on September 10, 2020. F2 · balance_after: Includes 405 and 1,811 shares of common stock acquired under the Invitae Corporation Employee Stock Purchase Plan on November 12, 2021 and May 13, 2022, respectively. F3 · balance_after: Includes an aggregate of 187,924 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| May 17, 2022 Filed May 19, 2022 19:06 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 7,356 | $3.81 | $28,027.10 |
DisclosureSEC source: 0000899243-22-018935 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,655 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes 405 and 1,811 shares of common stock acquired under the Invitae Corporation Employee Stock Purchase Plan on November 12, 2021 and May 13, 2022, respectively. F3 · balance_after: Includes an aggregate of 187,924 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| April 09, 2022 Filed Apr 12, 2022 16:22 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 135,815 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-014559 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,795 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3 of the total award vesting on each of May 15, 2023, 2024 and 2025, subject to continued service with the issuer through the applicable vesting dates. F2 · balance_after: Includes an aggregate of 209,007 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| August 19, 2021 Filed Aug 20, 2021 18:15 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 15,337 | $24.86 | $381,317.70 |
DisclosureSEC source: 0000899243-21-033850 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,980 F1 · shares: The sales of common stock were effected pursuant to a Rule 10b-5 trading plan adopted by the reporting person on September 10, 2020. F2 · price: Represents a weighted average sale price. Actual sale prices ranged from $24.21 to $25.00 per share. Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold. F3 · balance_after: Includes an aggregate of 73,192 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 18:04 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,012 | $25.42 | $76,556.61 |
DisclosureSEC source: 0000899243-21-033513 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,317 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · price: Represents a weighted average sale price. Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold. F3 · balance_after: Includes an aggregate of 73,192 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| May 20, 2021 Filed May 24, 2021 17:14 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 7,116 | $27.62 | $196,560.29 |
DisclosureSEC source: 0000899243-21-020440 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,329 F1 · shares: The sales of common stock were effected pursuant to a Rule 10b-5 trading plan adopted by the reporting person on September 10, 2020. F2 · price: Represents a weighted average sale price. Actual sale prices ranged from $27.23 to $28.05 per share. Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold within the range indicated. F3 · balance_after: Includes an aggregate of 83,192 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,576 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020285 · doc4.xml · nonDerivative · entry 5 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,445 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 83,192 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020285 · doc4.xml · nonDerivative · entry 4 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,021 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 83,192 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,469 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020285 · doc4.xml · nonDerivative · entry 3 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,021 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 83,192 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020285 · doc4.xml · nonDerivative · entry 2 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,490 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 83,192 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020285 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,752 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 83,192 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:38 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 47,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-018202 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,098 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3rd of the total award vesting on each of May 15, 2022, 2023 and 2024. F2 · balance_after: Includes an aggregate of 105,310 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| November 24, 2020 Filed Nov 27, 2020 17:05 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 100 | $52.12 | $5,212.00 |
DisclosureSEC source: 0001501134-20-000085 · wf-form4_160651473034719.xml · nonDerivative · entry 6 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,398 F3 · kind: The sale of common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. F2 · balance_after: Includes an aggregate of 57,610 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| November 24, 2020 Filed Nov 27, 2020 17:05 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 400 | $50.56 | $20,224.00 |
DisclosureSEC source: 0001501134-20-000085 · wf-form4_160651473034719.xml · nonDerivative · entry 5 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,498 F3 · kind: The sale of common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.37 to $50.84, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes an aggregate of 57,610 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| November 24, 2020 Filed Nov 27, 2020 17:05 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 439 | $49.99 | $21,945.61 |
DisclosureSEC source: 0001501134-20-000085 · wf-form4_160651473034719.xml · nonDerivative · entry 4 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,898 F3 · kind: The sale of common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.29 to $50.24, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes an aggregate of 57,610 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| November 24, 2020 Filed Nov 27, 2020 17:05 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,051 | $48.37 | $50,836.87 |
DisclosureSEC source: 0001501134-20-000085 · wf-form4_160651473034719.xml · nonDerivative · entry 3 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,337 F3 · kind: The sale of common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.04 to $49.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes an aggregate of 57,610 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| November 24, 2020 Filed Nov 27, 2020 17:05 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 437 | $46.91 | $20,499.67 |
DisclosureSEC source: 0001501134-20-000085 · wf-form4_160651473034719.xml · nonDerivative · entry 2 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,388 F3 · kind: The sale of common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 10, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.70 to $47.33, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes an aggregate of 57,610 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. F5 · balance_after: Includes 491 shares purchased under the Company's Employee Stock Purchase Plan on November 13, 2020. Read SEC document |
| October 05, 2020 Filed Nov 27, 2020 17:05 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001501134-20-000085 · wf-form4_160651473034719.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,334 F1 · shares: Shares issued upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3rd of the remaining award vesting on each of August 15, 2021, 2022 and 2023, subject to continued service with the Issuer through the applicable vesting dates. F2 · balance_after: Includes an aggregate of 57,610 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 18:47 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 246 | $33.87 | $8,331.18 |
DisclosureSEC source: 0001501134-20-000063 · wf-form4_160012363272612.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,334 F1 · kind: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 27,610 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| September 03, 2020 Filed Sep 4, 2020 20:10 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 543 | $0.00 | $0.00 |
DisclosureSEC source: 0001501134-20-000053 · wf-form4_159926458090203.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,580 F1 · shares: Represents the number of restricted stock units awarded as partial restitution for a reduction in salary due to the onset effects of COVID-19 earlier this year. Shares will be issued upon settlement of the restricted stock units that fully vest on September 9, 2020. F2 · balance_after: Includes an aggregate of 28,153 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| August 19, 2020 Filed Aug 20, 2020 17:54 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,740 | $32.10 | $55,847.21 |
DisclosureSEC source: 0001501134-20-000050 · wf-form4_159796048484808.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,037 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 27,610 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 18:41 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-015525 · doc4.xml · nonDerivative · entry 1 WERNER ROBERT F. · CIK 0001590947 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,777 F1 · shares: Shares issued upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3rd of the remaining award vesting on each of May 15, 2021, 2022 and 2023, subject to continued service with the Issuer through the applicable vesting dates. F2 · balance_after: Includes an aggregate of 31,777 shares of common stock issuable pursuant to restricted stock units that have not vested. 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.