Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GeneDx Holdings Corp.WGS · Entity 1634 | Director | June 18, 2026 | June 23, 2026 |
| Tvardi Therapeutics, Inc.CARA · Entity 7579 | 10% owner | March 31, 2017 | April 03, 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.
GeneDx Holdings Corp.
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,299 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Exercise / conversion · Acquired 3,576 · Balance 33,299 F1: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,248 |
Reported balance
After 2026-06-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-18 · Grant · Acquired 4,248 · Balance 4,248 F1: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F3: The entire award shall vest on the earlier of the (i) date of the 2027 annual meeting of the Issuer's stockholders, or (ii) first anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-18 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-18 · Exercise / conversion · Disposed 3,576 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F4: The entire award vested or vests on the earlier of the: (i) date of the 2026 annual meeting of the Issuer's stockholders, or (ii) first anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Kariba LLC | 11,941 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,941 F2: The Reporting Person is a managing member of: (i) Kariba LLC ("Kariba"); (ii) RUGU2 LLC ("RUGU2"); and (iii) the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"). As such, the Reporting Person may be deemed to exercise voting and investment discretion with respect to securities directly held by Kariba, RUGU2, and Q9. The Reporting Person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Rugu2 LLC | 24,243 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,243 F2: The Reporting Person is a managing member of: (i) Kariba LLC ("Kariba"); (ii) RUGU2 LLC ("RUGU2"); and (iii) the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"). As such, the Reporting Person may be deemed to exercise voting and investment discretion with respect to securities directly held by Kariba, RUGU2, and Q9. The Reporting Person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy VAAL Investment Partners Q9 LP | 120,083 |
Reported balance
Holding disclosure · report date 2026-06-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 120,083 F2: The Reporting Person is a managing member of: (i) Kariba LLC ("Kariba"); (ii) RUGU2 LLC ("RUGU2"); and (iii) the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"). As such, the Reporting Person may be deemed to exercise voting and investment discretion with respect to securities directly held by Kariba, RUGU2, and Q9. The Reporting Person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration.
F2: The Reporting Person is a managing member of: (i) Kariba LLC ("Kariba"); (ii) RUGU2 LLC ("RUGU2"); and (iii) the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"). As such, the Reporting Person may be deemed to exercise voting and investment discretion with respect to securities directly held by Kariba, RUGU2, and Q9. The Reporting Person disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein.
F3: The entire award shall vest on the earlier of the (i) date of the 2027 annual meeting of the Issuer's stockholders, or (ii) first anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date.
F4: The entire award vested or vests on the earlier of the: (i) date of the 2026 annual meeting of the Issuer's stockholders, or (ii) first anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date.
Tvardi Therapeutics, Inc.
Report date March 31, 2017 · Filed April 03, 2017
Jointly reported with RHO Ventures VI LP, RMV VI, L.L.C., Rho Capital Partners LLC, LESCHLY MARK, KAIROUZ HABIB
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 3,568,057 |
Reported balance
After 2017-03-31 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-03-31 · Purchase · Acquired 500,000 · Balance 3,568,057 F1: These securities are owned directly by Rho Ventures VI, L.P. ("RV VI"). RMV VI, L.L.C. ("RMV") is the general partner of RV VI and Rho Capital Partners LLC ("RCP") is the managing member of RMV. Mark Leschly, Habib Kairouz and Joshua Ruch are managing members of RCP and exercise shared voting and investment power with respect to the shares owned by RV VI. Each of the reporting persons disclaims beneficial ownership of such securities, except to the extent of his or its respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are owned directly by Rho Ventures VI, L.P. ("RV VI"). RMV VI, L.L.C. ("RMV") is the general partner of RV VI and Rho Capital Partners LLC ("RCP") is the managing member of RMV. Mark Leschly, Habib Kairouz and Joshua Ruch are managing members of RCP and exercise shared voting and investment power with respect to the shares owned by RV VI. Each of the reporting persons disclaims beneficial ownership of such securities, except to the extent of his or its respective pecuniary interest therein.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Everyday Health, Inc.
Report date December 03, 2016 · Filed December 06, 2016
Jointly reported with Rho Capital Partners LLC, Rho Ventures II Holdings LLC, Rho Ventures III Holdings LLC, Rho Ventures Partners Holdings LLC, Rho Investment Partners Holdings LLC, RHO Ventures VI LP, RMV VI, L.L.C., LESCHLY MARK
Section 16 reporting ended · disclosed 2016-12-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 176,690 |
Reported balance
After 2016-12-03 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2016-12-03 · Other · Disposed 4,397,630 · Balance 176,690 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). F2: Shares disposed of pursuant to the cash tender offer conducted in accordance with the Merger Agreement were held as follows: (a) 2,445,350 shares held by Rho Ventures VI, L.P. ("RV VI"); (b) 594,631 shares held by Rho Ventures III Holdings LLC ("RV III"); (c) 895,680 shares held by Rho Investment Partners Holdings LLC ("RIP Holdings"); (d) 856 shares held by Rho Capital Partners LLC ("RCP"); (e) 84,754 shares held by Pinnacle Investment Partners "Q-4", L.P. ("Q-4"); (f) 59,311 shares held by Joshua Ruch ("Ruch"); (g) 313,914 shares held in an account managed by Ruch (the "Managed Account"); (h) 270 shares held in trusts for Ruch's children and in respect of which Ruch is a trustee; and (i) 2,864 shares held by Mark Leschly ("Leschly"). F3: RMV VI, L.L.C. ("RMV VI") is the general partner of RV VI and RCP is the managing member of RMV VI, RV III, Rho Ventures II Holdings LLC ("RV II"), Rho Venture Partners Holdings LLC ("RVP Holdings") and RIP Holdings. As such, RMV VI and RCP possess power to direct the voting and disposition of the shares owned by RV VI, RV III, RV II, RVP Holdings and RIP Holdings and may be deemed to have indirect beneficial ownership of the shares held by RV VI, RV III, RV II, RVP Holdings and RIP Holdings. RMV VI holds no shares of the Issuer directly. Ruch, Habib Kairouz and Leschly are managing members of RCP and as such possess power to direct the voting and disposition of the shares owned by RV VI, RV III, RV II, RVP Holdings, RIP Holdings and RCP and may be deemed to have indirect beneficial ownership of the shares held by RV VI, RV III, RV II, RVP Holdings, RIP Holdings and RCP. F4: Pinnacle Management Partners LLC ("PMP") is the general partner of Q4 and RUGU Partners LLC ("Rugu") is the managing member of PMP. As such, PMP and Rugu possess power to direct the voting and disposition of the shares owned by Q4 and may be deemed to have indirect beneficial ownership of the shares held by Q4. PMP and Rugu hold no shares of the Issuer directly. Ruch is the managing member of Rugu and as such possesses power to direct the voting and disposition of the shares owned Q4 and may be deemed to have indirect beneficial ownership of the shares held by Q4. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2016-12-05 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2016-12-05 · Other · Disposed 176,690 · Balance 0 F5: Represents shares underlying a performance warrant (the "Performance Warrant") granted to Benjamin Wolin and Michael Keriakos, the founders of the Issuer, as reflected in the Performance Warrant Agreement, as amended (the "Performance Warrant Agreement"), by and among the Reporting Person, Mr. Wolin, Mr. Keriakos and certain other stockholders of the Issuer. F6: Disposed of pursuant to the exercise of the Performance Warrant, as described in footnote (9) below. F3: RMV VI, L.L.C. ("RMV VI") is the general partner of RV VI and RCP is the managing member of RMV VI, RV III, Rho Ventures II Holdings LLC ("RV II"), Rho Venture Partners Holdings LLC ("RVP Holdings") and RIP Holdings. As such, RMV VI and RCP possess power to direct the voting and disposition of the shares owned by RV VI, RV III, RV II, RVP Holdings and RIP Holdings and may be deemed to have indirect beneficial ownership of the shares held by RV VI, RV III, RV II, RVP Holdings and RIP Holdings. RMV VI holds no shares of the Issuer directly. Ruch, Habib Kairouz and Leschly are managing members of RCP and as such possess power to direct the voting and disposition of the shares owned by RV VI, RV III, RV II, RVP Holdings, RIP Holdings and RCP and may be deemed to have indirect beneficial ownership of the shares held by RV VI, RV III, RV II, RVP Holdings, RIP Holdings and RCP. F4: Pinnacle Management Partners LLC ("PMP") is the general partner of Q4 and RUGU Partners LLC ("Rugu") is the managing member of PMP. As such, PMP and Rugu possess power to direct the voting and disposition of the shares owned by Q4 and may be deemed to have indirect beneficial ownership of the shares held by Q4. PMP and Rugu hold no shares of the Issuer directly. Ruch is the managing member of Rugu and as such possesses power to direct the voting and disposition of the shares owned Q4 and may be deemed to have indirect beneficial ownership of the shares held by Q4. F7: Shares disposed of pursuant to the exercise of the Performance Warrant were held as follows: (a) 27,725 shares held by RV III; (b) 30,931 shares held by RV II; (c) 58,712 shares held by RVP Holdings; (d) 53,586 shares held by RIP Holdings; (e) 51 shares held by RCP; (f) 5,070 shares held by Q4; (g) 5 shares held by Ruch; and (h) 610 shares held by the Managed Account. |
| Call Option (Obligation to Sell)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSee Footnote | 0 |
Reported balance
After 2016-12-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-12-05 · Other · Disposed 176,690 · Balance 0 F8: Represents the Performance Warrant. F9: Pursuant to the Performace Warrant Agreement, and subject to the terms and conditions thereof, beginning on January 1, 2017, the Performance Warrant was to become exercisable, subject to the potential acceleration of exercisability upon the occurrence of a change in control of the Issuer (the "Trigger Date"). Because the Merger constituted a change in control, the Trigger Date occurred on, and the Performance Warrant was exercised effective as of, December 5, 2016. F10: The Performance Warrant was scheduled to expire, if not previously exercised, upon the last day of the year in which the Trigger Date occurred. F3: RMV VI, L.L.C. ("RMV VI") is the general partner of RV VI and RCP is the managing member of RMV VI, RV III, Rho Ventures II Holdings LLC ("RV II"), Rho Venture Partners Holdings LLC ("RVP Holdings") and RIP Holdings. As such, RMV VI and RCP possess power to direct the voting and disposition of the shares owned by RV VI, RV III, RV II, RVP Holdings and RIP Holdings and may be deemed to have indirect beneficial ownership of the shares held by RV VI, RV III, RV II, RVP Holdings and RIP Holdings. RMV VI holds no shares of the Issuer directly. Ruch, Habib Kairouz and Leschly are managing members of RCP and as such possess power to direct the voting and disposition of the shares owned by RV VI, RV III, RV II, RVP Holdings, RIP Holdings and RCP and may be deemed to have indirect beneficial ownership of the shares held by RV VI, RV III, RV II, RVP Holdings, RIP Holdings and RCP. F4: Pinnacle Management Partners LLC ("PMP") is the general partner of Q4 and RUGU Partners LLC ("Rugu") is the managing member of PMP. As such, PMP and Rugu possess power to direct the voting and disposition of the shares owned by Q4 and may be deemed to have indirect beneficial ownership of the shares held by Q4. PMP and Rugu hold no shares of the Issuer directly. Ruch is the managing member of Rugu and as such possesses power to direct the voting and disposition of the shares owned Q4 and may be deemed to have indirect beneficial ownership of the shares held by Q4. F7: Shares disposed of pursuant to the exercise of the Performance Warrant were held as follows: (a) 27,725 shares held by RV III; (b) 30,931 shares held by RV II; (c) 58,712 shares held by RVP Holdings; (d) 53,586 shares held by RIP Holdings; (e) 51 shares held by RCP; (f) 5,070 shares held by Q4; (g) 5 shares held by Ruch; and (h) 610 shares held by the Managed Account. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger").
F2: Shares disposed of pursuant to the cash tender offer conducted in accordance with the Merger Agreement were held as follows: (a) 2,445,350 shares held by Rho Ventures VI, L.P. ("RV VI"); (b) 594,631 shares held by Rho Ventures III Holdings LLC ("RV III"); (c) 895,680 shares held by Rho Investment Partners Holdings LLC ("RIP Holdings"); (d) 856 shares held by Rho Capital Partners LLC ("RCP"); (e) 84,754 shares held by Pinnacle Investment Partners "Q-4", L.P. ("Q-4"); (f) 59,311 shares held by Joshua Ruch ("Ruch"); (g) 313,914 shares held in an account managed by Ruch (the "Managed Account"); (h) 270 shares held in trusts for Ruch's children and in respect of which Ruch is a trustee; and (i) 2,864 shares held by Mark Leschly ("Leschly").
F3: RMV VI, L.L.C. ("RMV VI") is the general partner of RV VI and RCP is the managing member of RMV VI, RV III, Rho Ventures II Holdings LLC ("RV II"), Rho Venture Partners Holdings LLC ("RVP Holdings") and RIP Holdings. As such, RMV VI and RCP possess power to direct the voting and disposition of the shares owned by RV VI, RV III, RV II, RVP Holdings and RIP Holdings and may be deemed to have indirect beneficial ownership of the shares held by RV VI, RV III, RV II, RVP Holdings and RIP Holdings. RMV VI holds no shares of the Issuer directly. Ruch, Habib Kairouz and Leschly are managing members of RCP and as such possess power to direct the voting and disposition of the shares owned by RV VI, RV III, RV II, RVP Holdings, RIP Holdings and RCP and may be deemed to have indirect beneficial ownership of the shares held by RV VI, RV III, RV II, RVP Holdings, RIP Holdings and RCP.
F4: Pinnacle Management Partners LLC ("PMP") is the general partner of Q4 and RUGU Partners LLC ("Rugu") is the managing member of PMP. As such, PMP and Rugu possess power to direct the voting and disposition of the shares owned by Q4 and may be deemed to have indirect beneficial ownership of the shares held by Q4. PMP and Rugu hold no shares of the Issuer directly. Ruch is the managing member of Rugu and as such possesses power to direct the voting and disposition of the shares owned Q4 and may be deemed to have indirect beneficial ownership of the shares held by Q4.
F5: Represents shares underlying a performance warrant (the "Performance Warrant") granted to Benjamin Wolin and Michael Keriakos, the founders of the Issuer, as reflected in the Performance Warrant Agreement, as amended (the "Performance Warrant Agreement"), by and among the Reporting Person, Mr. Wolin, Mr. Keriakos and certain other stockholders of the Issuer.
F6: Disposed of pursuant to the exercise of the Performance Warrant, as described in footnote (9) below.
F7: Shares disposed of pursuant to the exercise of the Performance Warrant were held as follows: (a) 27,725 shares held by RV III; (b) 30,931 shares held by RV II; (c) 58,712 shares held by RVP Holdings; (d) 53,586 shares held by RIP Holdings; (e) 51 shares held by RCP; (f) 5,070 shares held by Q4; (g) 5 shares held by Ruch; and (h) 610 shares held by the Managed Account.
F8: Represents the Performance Warrant.
F9: Pursuant to the Performace Warrant Agreement, and subject to the terms and conditions thereof, beginning on January 1, 2017, the Performance Warrant was to become exercisable, subject to the potential acceleration of exercisability upon the occurrence of a change in control of the Issuer (the "Trigger Date"). Because the Merger constituted a change in control, the Trigger Date occurred on, and the Performance Warrant was exercised effective as of, December 5, 2016.
F10: The Performance Warrant was scheduled to expire, if not previously exercised, upon the last day of the year in which the Trigger Date occurred.
IntraLinks Holdings, Inc.
Report date January 19, 2017 · Filed January 19, 2017
Jointly reported with RHO VENTURES IV QP LP, RHO VENTURES IV GMBH & CO BETEILIGUNGS KG, Rho Ventures IV Holdings LLC, Rho Ventures III Holdings LLC, RHO MANAGEMENT VENTURES IV LLC, RHO VENTURES IV LP, LESCHLY MARK, Rho Investment Partners Holdings LLC, RHO CAPITAL PARTNERS VERWALTUNGS GMBH
Section 16 reporting ended · disclosed 2017-01-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2017-01-19 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-01-19 · Other · Disposed 6,290,503 · Balance 0 F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc. F2: Rho Ventures IV (QP), L.P. ("RV QP") tendered 1,306,363 shares, Rho Ventures IV GmbH & Co. Beteiligungs KG ("RV KG") tendered 1,361,423 shares, Rho Ventures IV Holdings LLC ("RV IV Holdings") tendered 931,746 shares, Rho Ventures IV, L.P. ("RV IV LP") tendered 247,170 shares, Rho Ventures III Holdings LLC ("RV III") tendered 1,986,389 shares and Rho Investment Partners Holdings LLC ("RIP Holdings") tendered 457,412 shares. F3: Rho Management Ventures IV, L.L.C. ("RMV") is the general partner of RV QP and RV IV LP and the managing member of RV IV Holdings, Rho Capital Partners Verwaltings GmbH ("RCP Verwaltungs") is the general partner of RV KG and Rho Capital Partners LLC ("RCP LLC") is the managing member of RV III and RIP Holdings. Each of RMV, RCP Verwaltungs and RCP LLC disclaim beneficial ownership of the reportable securities and this report shall not be deemed an admission that RMV, RCP Verwaltungs or RCP LLC is the beneficial owner of such securities, except to the extent of its pecuniary interest therein. Mark Leschly and Joshua Ruch are managing members of RMV and RCP LLC and managing directors of RCP Verwaltungs. Each of Mark Leschly and Joshua Ruch disclaim beneficial ownership of the reportable securities and this report shall not be deemed an admission that any of them is the beneficial owner of such securities, except to the extent of his pecuniary interest thereu |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.
F2: Rho Ventures IV (QP), L.P. ("RV QP") tendered 1,306,363 shares, Rho Ventures IV GmbH & Co. Beteiligungs KG ("RV KG") tendered 1,361,423 shares, Rho Ventures IV Holdings LLC ("RV IV Holdings") tendered 931,746 shares, Rho Ventures IV, L.P. ("RV IV LP") tendered 247,170 shares, Rho Ventures III Holdings LLC ("RV III") tendered 1,986,389 shares and Rho Investment Partners Holdings LLC ("RIP Holdings") tendered 457,412 shares.
F3: Rho Management Ventures IV, L.L.C. ("RMV") is the general partner of RV QP and RV IV LP and the managing member of RV IV Holdings, Rho Capital Partners Verwaltings GmbH ("RCP Verwaltungs") is the general partner of RV KG and Rho Capital Partners LLC ("RCP LLC") is the managing member of RV III and RIP Holdings. Each of RMV, RCP Verwaltungs and RCP LLC disclaim beneficial ownership of the reportable securities and this report shall not be deemed an admission that RMV, RCP Verwaltungs or RCP LLC is the beneficial owner of such securities, except to the extent of its pecuniary interest therein. Mark Leschly and Joshua Ruch are managing members of RMV and RCP LLC and managing directors of RCP Verwaltungs. Each of Mark Leschly and Joshua Ruch disclaim beneficial ownership of the reportable securities and this report shall not be deemed an admission that any of them is the beneficial owner of such securities, except to the extent of his pecuniary interest thereu
ON24 INC.
Report date February 05, 2021 · Filed February 08, 2021
Jointly reported with Rho Ventures III Holdings LLC, Rho Capital Partners LLC, KAIROUZ HABIB, LESCHLY MARK
Section 16 reporting ended · disclosed 2021-02-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 3,637,894 |
Last balance in matching sequence
After 2021-02-05 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-02-05 · Conversion · Acquired 3,932,859 · Balance 3,932,859 F1: All of the shares of convertible preferred stock automatically converted into shares of the Issuer's common stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering. The convertible preferred stock had no expiration date. F2: These securities are owned directly by Rho Ventures III Holdings LLC ("RV III"). Rho Capital Partners LLC ("RCP") is the managing member of RV III, and each of Mark Leschly, Habib Kairouz and Joshua Ruch are managing members of RCP and exercise shared voting and investment power with respect to the shares owned by RV III. Each of the reporting persons disclaims beneficial ownership of such securities, except to the extent of his or its respective pecuniary interest therein. Row 2 · 2021-02-05 · Sale · Disposed 294,965 · Balance 3,637,894 F2: These securities are owned directly by Rho Ventures III Holdings LLC ("RV III"). Rho Capital Partners LLC ("RCP") is the managing member of RV III, and each of Mark Leschly, Habib Kairouz and Joshua Ruch are managing members of RCP and exercise shared voting and investment power with respect to the shares owned by RV III. Each of the reporting persons disclaims beneficial ownership of such securities, except to the extent of his or its respective pecuniary interest therein. |
| Class A-1 Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2021-02-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-02-05 · Conversion · Disposed 567,991 · Balance 0 F1: All of the shares of convertible preferred stock automatically converted into shares of the Issuer's common stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering. The convertible preferred stock had no expiration date. F2: These securities are owned directly by Rho Ventures III Holdings LLC ("RV III"). Rho Capital Partners LLC ("RCP") is the managing member of RV III, and each of Mark Leschly, Habib Kairouz and Joshua Ruch are managing members of RCP and exercise shared voting and investment power with respect to the shares owned by RV III. Each of the reporting persons disclaims beneficial ownership of such securities, except to the extent of his or its respective pecuniary interest therein. |
| Class A-2 Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2021-02-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-02-05 · Conversion · Disposed 3,364,868 · Balance 0 F1: All of the shares of convertible preferred stock automatically converted into shares of the Issuer's common stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering. The convertible preferred stock had no expiration date. F2: These securities are owned directly by Rho Ventures III Holdings LLC ("RV III"). Rho Capital Partners LLC ("RCP") is the managing member of RV III, and each of Mark Leschly, Habib Kairouz and Joshua Ruch are managing members of RCP and exercise shared voting and investment power with respect to the shares owned by RV III. Each of the reporting persons disclaims beneficial ownership of such securities, except to the extent of his or its respective pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: All of the shares of convertible preferred stock automatically converted into shares of the Issuer's common stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering. The convertible preferred stock had no expiration date.
F2: These securities are owned directly by Rho Ventures III Holdings LLC ("RV III"). Rho Capital Partners LLC ("RCP") is the managing member of RV III, and each of Mark Leschly, Habib Kairouz and Joshua Ruch are managing members of RCP and exercise shared voting and investment power with respect to the shares owned by RV III. Each of the reporting persons disclaims beneficial ownership of such securities, except to the extent of his or its respective pecuniary interest therein.
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 18, 2026 Filed Jun 23, 2026 20:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,576 | $0.00 | $0.00 |
DisclosureSEC source: 0000943431-26-000002 · form4-06232026_080617.xml · derivative · entry 6 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,576 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("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 entire award vested or vests on the earlier of the: (i) date of the 2026 annual meeting of the Issuer's stockholders, or (ii) first anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F4 · derivative.expiration_date: The entire award vested or vests on the earlier of the: (i) date of the 2026 annual meeting of the Issuer's stockholders, or (ii) first anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 20:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 4,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000943431-26-000002 · form4-06232026_080617.xml · derivative · entry 5 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,248 Underlying: Class A Common Stock · 4,248 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: The entire award shall vest on the earlier of the (i) date of the 2027 annual meeting of the Issuer's stockholders, or (ii) first anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F3 · derivative.expiration_date: The entire award shall vest on the earlier of the (i) date of the 2027 annual meeting of the Issuer's stockholders, or (ii) first anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer through the vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 20:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,576 | $0.00 | $0.00 |
DisclosureSEC source: 0000943431-26-000002 · form4-06232026_080617.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,299 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 728 | $162.04 | $117,964.39 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 15 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VAAL Investment Partners Q9 LP Disclosed balance after: 120,083 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.85 to $162.175, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 11,234 | $161.16 | $1,810,436.61 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 14 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VAAL Investment Partners Q9 LP Disclosed balance after: 120,811 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.85 to $161.84, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 8,944 | $160.45 | $1,435,059.43 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 13 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VAAL Investment Partners Q9 LP Disclosed balance after: 132,045 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.85 to $160.835, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 6,279 | $159.28 | $1,000,092.75 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 12 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VAAL Investment Partners Q9 LP Disclosed balance after: 140,989 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.84 to $159.83, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,016 | $158.40 | $319,342.26 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 11 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VAAL Investment Partners Q9 LP Disclosed balance after: 147,268 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $157.80 to $158.79, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 3 through 6 of this Form 4. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 147 | $162.04 | $23,819.73 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 10 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Rugu2 LLC Disclosed balance after: 24,243 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.85 to $162.175, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,268 | $161.16 | $365,503.85 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 9 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Rugu2 LLC Disclosed balance after: 24,390 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.85 to $161.84, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,805 | $160.45 | $289,611.17 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 8 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Rugu2 LLC Disclosed balance after: 26,658 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.85 to $160.835, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,268 | $159.28 | $201,961.71 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 7 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Rugu2 LLC Disclosed balance after: 28,463 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.84 to $159.83, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 407 | $158.40 | $64,470.39 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 6 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Rugu2 LLC Disclosed balance after: 29,731 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $157.80 to $158.79, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 3 through 6 of this Form 4. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 72 | $162.04 | $11,666.81 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 5 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Kariba LLC Disclosed balance after: 11,941 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.85 to $162.175, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,117 | $161.16 | $180,012.26 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 4 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Kariba LLC Disclosed balance after: 12,013 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.85 to $161.84, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 889 | $160.45 | $142,639.52 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 3 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Kariba LLC Disclosed balance after: 13,130 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.85 to $160.835, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 625 | $159.28 | $99,547.38 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 2 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Kariba LLC Disclosed balance after: 14,019 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.84 to $159.83, inclusive. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 201 | $158.40 | $31,839.18 |
DisclosureSEC source: 0000943431-25-000006 · form4-11262025_091133.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Kariba LLC Disclosed balance after: 14,644 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $157.80 to $158.79, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 3 through 6 of this Form 4. F2 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 21:44 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 12,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017987 · form4-06232025_090617.xml · derivative · entry 6 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,924 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") 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 RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 21:44 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 3,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017987 · form4-06232025_090617.xml · derivative · entry 5 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,576 Underlying: Class A Common Stock · 3,576 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") 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 RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 21:44 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 12,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017987 · form4-06232025_090617.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:01 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionStock Option (right to buy) · Derivative | 5,816 | $0.00 Strike: $7.89 | $0.00 |
DisclosureSEC source: 0001415889-25-003339 · form4-02072025_090239.xml · derivative · entry 5 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,816 shares Expires 2033-07-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:01 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 5,816 | $7.89 | $45,888.24 |
DisclosureSEC source: 0001415889-25-003339 · form4-02072025_090239.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,799 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects an acquisition of Class A Common Stock from the exercise of stock option at an exercise price of $7.89 per share as described in Table II. The increase in beneficial ownership of Class A Common Stock resulting therefrom is indicated in Table I. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 22:08 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $7.89 | $0.00 |
DisclosureSEC source: 0001415889-25-001860 · form4-01222025_100142.xml · derivative · entry 5 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,816 Underlying: Class A Common Stock · 3,000 shares Expires 2033-07-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 22:08 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,000 | $7.89 | $23,670.00 |
DisclosureSEC source: 0001415889-25-001860 · form4-01222025_100142.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,983 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects an acquisition of Class A Common Stock from the exercise of stock option at an exercise price of $7.89 per share as described in Table II. The increase in beneficial ownership of Class A Common Stock resulting therefrom is indicated in Table I. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 21:41 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025384 · form4-10172024_091046.xml · derivative · entry 2 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 130 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") 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 RSUs will vest in equal annual installments over the three-year period following the grant date of October 15, 2021, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs will vest in equal annual installments over the three-year period following the grant date of October 15, 2021, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 21:41 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-025384 · form4-10172024_091046.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,983 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| June 26, 2024 Filed Jun 27, 2024 20:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 12,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018332 · form4-06272024_080659.xml · derivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,924 Underlying: Class A Common Stock · 12,924 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") 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 RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 21:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 5,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018043 · form4-06242024_090651.xml · derivative · entry 5 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,828 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: The RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F3 · derivative.expiration_date: The RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 21:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 5,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018043 · form4-06242024_090651.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,853 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 22:49 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053012 · doc4.xml · derivative · entry 5 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130 Underlying: Class A Common Stock · 129 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: The RSUs will vest in equal annual installments over the three-year period following the grant date of October 15, 2021, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F3 · derivative.expiration_date: The RSUs will vest in equal annual installments over the three-year period following the grant date of October 15, 2021, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 22:49 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-053012 · doc4.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 20:23 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 5,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043303 · doc4.xml · derivative · entry 2 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,828 Underlying: Class A Common Stock · 5,828 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F3 · derivative.exercise_date: The RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F3 · derivative.expiration_date: The RSUs shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 20:23 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantStock Option (Right to Buy) · Derivative | 8,816 | $0.00 Strike: $7.89 | $0.00 |
DisclosureSEC source: 0001209191-23-043303 · doc4.xml · derivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,816 Underlying: Class A Common Stock · 8,816 shares Expires 2033-07-20 F1 · derivative.exercise_date: The stock option shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| May 02, 2023 Filed May 4, 2023 20:14 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 45,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027337 · doc4.xml · derivative · entry 5 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 45,454 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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. F3 · derivative.exercise_date: The underlying shares shall vest on the earlier of the (a) date of the 2023 annual meeting of the Issuer's stockholders, and (b) first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer on the applicable vesting date. F3 · derivative.expiration_date: The underlying shares shall vest on the earlier of the (a) date of the 2023 annual meeting of the Issuer's stockholders, and (b) first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer on the applicable vesting date. Read SEC document |
| May 02, 2023 Filed May 4, 2023 20:14 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 45,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027337 · doc4.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,568 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 27, 2023 Filed Feb 3, 2023 22:16 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantClass A Common Stock | 3,293,371 | $0.35 | $1,152,679.85 |
DisclosureSEC source: 0001209191-23-007060 · doc4.xml · nonDerivative · entry 3 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By VAAL Investment Partners Q9 LP Disclosed balance after: 4,926,334 F1 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| January 27, 2023 Filed Feb 3, 2023 22:16 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantClass A Common Stock | 664,869 | $0.35 | $232,704.15 |
DisclosureSEC source: 0001209191-23-007060 · doc4.xml · nonDerivative · entry 2 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By RUGU2 LLC Disclosed balance after: 994,534 F1 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| January 27, 2023 Filed Feb 3, 2023 22:16 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantClass A Common Stock | 327,474 | $0.35 | $114,615.90 |
DisclosureSEC source: 0001209191-23-007060 · doc4.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Kariba LLC Disclosed balance after: 489,846 F1 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| October 15, 2022 Filed Oct 18, 2022 22:35 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 4,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-053999 · doc4.xml · derivative · entry 2 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,558 Underlying: Class A Common Stock · 4,278 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") 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 RSUs will vest in equal annual installments over the three-year period following the grant date of October 15, 2021, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs will vest in equal annual installments over the three-year period following the grant date of October 15, 2021, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| October 15, 2022 Filed Oct 18, 2022 22:35 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | Exercise / conversionClass A Common Stock | 4,278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-053999 · doc4.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,114 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| May 02, 2022 Filed May 5, 2022 00:28 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantRestricted Stock Unit · Derivative | 45,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027285 · doc4.xml · derivative · entry 2 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,454 Underlying: Class A Common Stock · 45,454 shares Expires not disclosed F2 · 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. F1 · derivative.exercise_date: The underlying shares shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. F1 · derivative.expiration_date: The underlying shares shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| May 02, 2022 Filed May 5, 2022 00:28 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantStock Option (Right to Buy) · Derivative | 78,914 | $0.00 Strike: $2.16 | $0.00 |
DisclosureSEC source: 0001209191-22-027285 · doc4.xml · derivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,914 Underlying: Class A Common Stock · 78,914 shares Expires 2032-05-01 F1 · derivative.exercise_date: The underlying shares shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| May 02, 2022 Filed May 6, 2022 22:59 UTC Amendment | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantStock Option · Derivative | 78,914 | $0.00 Strike: $2.20 | $0.00 |
DisclosureSEC source: 0001209191-22-027689 · doc4a.xml · derivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,914 Underlying: Class A Common Stock · 78,914 shares Expires 2032-05-01 F1 · derivative.exercise_price: This Form 4 amendment has been filed solely to correct the exercise price of a previously issued stock option to purchase shares of Class A Common Stock of the Issuer reported in a Form 4 filed on May 4, 2022 (the "Form 4"). The exercise price was inadvertently stated as $2.155 in the Form 4. The exercise price should have been stated as $2.20 in the Form 4. F2 · derivative.exercise_date: The underlying shares shall vest the earlier of (a) the date of the next annual meeting of the Issuer's shareholders following the grant date, and (b) the first anniversary of the grant date, subject to the Reporting Person continuing to provide services to the Issuer through each vesting date. Read SEC document |
| April 29, 2022 Filed Jul 12, 2022 20:36 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantClass A Common Stock | 162,372 | $4.00 | $649,488.00 |
DisclosureSEC source: 0001209191-22-041915 · doc4.xml · nonDerivative · entry 3 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Kariba LLC Disclosed balance after: 162,372 F1 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| April 29, 2022 Filed Jul 12, 2022 20:36 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantClass A Common Stock | 329,665 | $4.00 | $1,318,660.00 |
DisclosureSEC source: 0001209191-22-041915 · doc4.xml · nonDerivative · entry 2 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By RUGU2 LLC Disclosed balance after: 329,665 F1 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| April 29, 2022 Filed Jul 12, 2022 20:36 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantClass A Common Stock | 1,632,963 | $4.00 | $6,531,852.00 |
DisclosureSEC source: 0001209191-22-041915 · doc4.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Vaal Investment Partners Q9 LP Disclosed balance after: 1,632,963 F1 · ownership.nature: Mr. Ruch is (i) a managing member of the managing member of the general partner of Vaal Investment Partners Q9 LP ("Q9"), (ii) a managing member of RUGU2 LLC ("RUGU2") and (iii) a managing member of Kariba LLC ("Kariba"). As such, Mr. Ruch exercises voting and investment power with respect to the shares owned by Q9, RUGU2 and Kariba. Mr. Ruch disclaims beneficial ownership of such securities, except to the extent of his pecuniary interest therein. Read SEC document |
| April 27, 2022 Filed May 13, 2022 00:23 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 12,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028692 · doc4.xml · derivative · entry 2 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,836 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") 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 RSUs will vest on the earlier of (i) the date of the next annual meeting of the Company's shareholders following the grant date and (i) the first anniversary of the grant date, in each case so long as the non-employee director continues to provide services to the Company through such vesting date. F2 · derivative.expiration_date: The RSUs will vest on the earlier of (i) the date of the next annual meeting of the Company's shareholders following the grant date and (i) the first anniversary of the grant date, in each case so long as the non-employee director continues to provide services to the Company through such vesting date. Read SEC document |
| April 27, 2022 Filed May 13, 2022 00:23 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | Exercise / conversionClass A Common Stock | 12,836 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-028692 · doc4.xml · nonDerivative · entry 1 RUCH JOSHUA · CIK 0000943431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 23:25 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantRestricted Stock Unit · Derivative | 12,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061028 · doc4.xml · derivative · entry 4 RUCH JOSHUA · CIK 0000943431 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.