Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GeneDx Holdings Corp.WGS · Entity 1634 | President | June 29, 2026 | July 01, 2026 |
| QUEST DIAGNOSTICS INCDGX · Entity 2118 | SVP of Molecular Gen & Oncol | September 24, 2024 | September 26, 2024 |
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 June 29, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 35,441 |
Reported balance
After 2026-06-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-29 · Grant · Acquired 35,441 · Balance 35,441 F1: Each restricted stock unit represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F2: The award shall vest as to 25% of the total award annually each July 1, with the first tranche vesting on July 1, 2027, subject to the Reporting Person's continued service to the Issuer through each vesting date. These restricted stock units do not have an expiration date; they either vest or are cancelled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration.
F2: The award shall vest as to 25% of the total award annually each July 1, with the first tranche vesting on July 1, 2027, subject to the Reporting Person's continued service to the Issuer through each vesting date. These restricted stock units do not have an expiration date; they either vest or are cancelled prior to the vesting date.
QUEST DIAGNOSTICS INC
Report date September 24, 2024 · Filed September 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,673 |
Reported balance
After 2024-09-24 transaction · row 1
1 source rowRow 1 · 2024-09-24 · Tax withholding · Disposed 120 · Balance 4,673 F1: Disposition of common stock to the issuer solely to cover tax withholding obligations arising from the vesting of restricted share units. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of common stock to the issuer solely to cover tax withholding obligations arising from the vesting of restricted share units.
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 |
|---|---|---|---|---|---|---|
| June 29, 2026 Filed Jul 1, 2026 20:10 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 35,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001955242-26-000011 · form4-07012026_080742.xml · derivative · entry 1 GARDNER MARK A · CIK 0001955242 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,441 Underlying: Class A Common Stock · 35,441 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: The award shall vest as to 25% of the total award annually each July 1, with the first tranche vesting on July 1, 2027, subject to the Reporting Person's continued service to the Issuer through each vesting date. These restricted stock units do not have an expiration date; they either vest or are cancelled prior to the vesting date. F2 · derivative.expiration_date: The award shall vest as to 25% of the total award annually each July 1, with the first tranche vesting on July 1, 2027, subject to the Reporting Person's continued service to the Issuer through each vesting date. These restricted stock units do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| September 24, 2024 Filed Sep 26, 2024 20:28 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Tax withholdingCommon Stock | 120 | $155.70 | $18,684.00 |
DisclosureSEC source: 0001022079-24-000178 · wk-form4_1727382525.xml · nonDerivative · entry 1 GARDNER MARK A · CIK 0001955242 · SVP of Molecular Gen & Oncol 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,673 F1 · shares: Disposition of common stock to the issuer solely to cover tax withholding obligations arising from the vesting of restricted share units. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:43 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Tax withholdingCommon Stock | 262 | $126.36 | $33,106.32 |
DisclosureSEC source: 0001022079-24-000079 · wk-form4_1709329396.xml · nonDerivative · entry 1 GARDNER MARK A · CIK 0001955242 · SVP of Molecular Gen & Oncol 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,793 F1 · shares: Sale of common stock to satisfy tax obligations arising from the vesting of a previous grant of restricted share units. Read SEC document |
| February 14, 2024 Filed Feb 17, 2024 01:05 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantNon-Qualifed Stock Option (right to buy) · Derivative | 9,376 | $0.00 Strike: $127.81 | $0.00 |
DisclosureSEC source: 0001022079-24-000035 · wk-form4_1708131917.xml · derivative · entry 2 GARDNER MARK A · CIK 0001955242 · SVP of Molecular Gen & Oncol 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,376 Underlying: Common Stock · 9,376 shares Expires 2034-02-14 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on the first annual anniversary of the grant date. Read SEC document |
| February 14, 2024 Filed Feb 17, 2024 01:05 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-24-000035 · wk-form4_1708131917.xml · nonDerivative · entry 1 GARDNER MARK A · CIK 0001955242 · SVP of Molecular Gen & Oncol 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,055 F1 · security: Represents an award of restricted share units. Read SEC document |
| September 25, 2023 Filed Sep 27, 2023 21:54 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Tax withholdingCommon Stock | 116 | $126.22 | $14,641.52 |
DisclosureSEC source: 0001022079-23-000145 · wk-form4_1695851649.xml · nonDerivative · entry 1 GARDNER MARK A · CIK 0001955242 · SVP of Molecular Gen & Oncol 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,805 F1 · shares: Sale of common stock to satisfy tax obligations arising from the vesting of a previous grant of restricted share units. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:43 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantNon-Qualifed Stock Option (right to buy) · Derivative | 7,584 | $0.00 Strike: $143.33 | $0.00 |
DisclosureSEC source: 0001022079-23-000031 · wf-form4_167753420049725.xml · derivative · entry 2 GARDNER MARK A · CIK 0001955242 · SVP of Molecular Gen & Oncol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,584 Underlying: Common Stock · 7,584 shares Expires 2033-02-23 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on the first annual anniversary of the grant date. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:43 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-23-000031 · wf-form4_167753420049725.xml · nonDerivative · entry 1 GARDNER MARK A · CIK 0001955242 · SVP of Molecular Gen & Oncol 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,921 F1 · security: Represents an award of restricted share units. 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.