Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GeneDx Holdings Corp.WGS · Entity 1634 | Director · CHIEF EXECUTIVE OFFICER | September 16, 2026 | September 18, 2026 |
| Invitae CorpNVTA · Entity 95935 | Chief Commercial Officer | June 14, 2021 | June 16, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
GeneDx Holdings Corp.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 125,977 |
Reported balance
After 2026-09-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-16 · Exercise / conversion · Acquired 18,750 · Balance 125,977 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 124,329 |
Reported balance
After 2026-09-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-09-16 · Sale · Disposed 1,648 · Balance 124,329 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.23 to $94.855 per share, 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 4 through 7 of this Form 4. |
| Class A Common StockSEC Table I · non-derivative | Direct | 124,181 |
Reported balance
After 2026-09-16 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-09-16 · Sale · Disposed 148 · Balance 124,181 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.29 to $95.52 per share, inclusive. |
| Class A Common StockSEC Table I · non-derivative | Direct | 122,656 |
Reported balance
After 2026-09-16 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-09-16 · Sale · Disposed 1,525 · Balance 122,656 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.445 to $97.40 per share, inclusive. |
| Class A Common StockSEC Table I · non-derivative | Direct | 118,515 |
Reported balance
After 2026-09-16 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-09-16 · Sale · Disposed 4,141 · Balance 118,515 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.565 to $98.535 per share, inclusive. |
| Class A Common StockSEC Table I · non-derivative | Direct | 115,476 |
Reported balance
After 2026-09-16 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-09-16 · Sale · Disposed 3,039 · Balance 115,476 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.60 to $99.305 per share, inclusive. F8: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 115,476 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person held RSUs representing contingent rights to receive up to an aggregate 280,228 shares of the Issuer's Class A Common Stock and options to purchase up to an aggregate 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 37,500 |
Reported balance
After 2026-09-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-16 · Exercise / conversion · Disposed 18,750 · Balance 37,500 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. F9: 6.25% of the total award vested or vests quarterly, with the first tranche vested on June 16, 2023, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs 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 ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration.
F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.23 to $94.855 per share, 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 4 through 7 of this Form 4.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.29 to $95.52 per share, inclusive.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.445 to $97.40 per share, inclusive.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.565 to $98.535 per share, inclusive.
F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.60 to $99.305 per share, inclusive.
F8: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 115,476 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person held RSUs representing contingent rights to receive up to an aggregate 280,228 shares of the Issuer's Class A Common Stock and options to purchase up to an aggregate 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms.
F9: 6.25% of the total award vested or vests quarterly, with the first tranche vested on June 16, 2023, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date.
Invitae Corp
Report date June 14, 2021 · Filed June 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,231 |
Last balance in matching sequence
After 2021-06-14 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-06-14 · Sale · Disposed 11,506 · Balance 223,065 F1: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F2: Represents a weighted average sale price. Actual sale prices ranged from $31.21 to $31.93. F3: Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold. F4: Includes an aggregate of 130,801 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Row 2 · 2021-06-14 · Sale · Disposed 8,834 · Balance 214,231 F5: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F3: Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold. F6: Represents a weighted average sale price. F4: Includes an aggregate of 130,801 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. |
Filing footnotes · ownership attribution and instrument terms
F1: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020.
F2: Represents a weighted average sale price. Actual sale prices ranged from $31.21 to $31.93.
F3: Reporting person undertakes to provide upon request by the Securities and Exchange Commission, the issuer or a securityholder of the issuer detailed information regarding the price and number of shares sold.
F4: Includes an aggregate of 130,801 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested.
F5: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units.
F6: Represents a weighted average sale price.
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 |
|---|---|---|---|---|---|---|
| September 16, 2026 Filed Sep 18, 2026 20:43 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000032 · form4-09182026_080912.xml · derivative · entry 7 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 Underlying: Class A Common Stock · 18,750 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. F9 · derivative.exercise_date: 6.25% of the total award vested or vests quarterly, with the first tranche vested on June 16, 2023, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F9 · derivative.expiration_date: 6.25% of the total award vested or vests quarterly, with the first tranche vested on June 16, 2023, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:43 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,039 | $99.00 | $300,845.81 |
DisclosureSEC source: 0001689575-26-000032 · form4-09182026_080912.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,476 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.60 to $99.305 per share, inclusive. F8 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 115,476 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person held RSUs representing contingent rights to receive up to an aggregate 280,228 shares of the Issuer's Class A Common Stock and options to purchase up to an aggregate 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:43 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 4,141 | $98.27 | $406,936.07 |
DisclosureSEC source: 0001689575-26-000032 · form4-09182026_080912.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,515 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.565 to $98.535 per share, inclusive. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:43 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,525 | $96.90 | $147,773.87 |
DisclosureSEC source: 0001689575-26-000032 · form4-09182026_080912.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,656 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.445 to $97.40 per share, inclusive. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:43 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 148 | $95.41 | $14,119.94 |
DisclosureSEC source: 0001689575-26-000032 · form4-09182026_080912.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,181 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.29 to $95.52 per share, inclusive. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:43 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,648 | $94.26 | $155,337.18 |
DisclosureSEC source: 0001689575-26-000032 · form4-09182026_080912.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,329 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.23 to $94.855 per share, 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 4 through 7 of this Form 4. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:43 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000032 · form4-09182026_080912.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,977 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 |
| September 09, 2026 Filed Sep 11, 2026 20:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000030 · form4-09112026_080931.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,547 Underlying: Class A Common Stock · 6,547 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. F5 · derivative.exercise_date: 6.25% of the total award vested or vests quarterly, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on March 9, 2023. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F5 · derivative.expiration_date: 6.25% of the total award vested or vests quarterly, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on March 9, 2023. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| September 09, 2026 Filed Sep 11, 2026 20:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,692 | $84.22 | $310,932.12 |
DisclosureSEC source: 0001689575-26-000030 · form4-09112026_080931.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,227 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.07 to $84.22 per share, 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 range set forth in this footnote. F4 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 107,227 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person held RSUs representing contingent rights to receive up to an aggregate of 298,978 shares of Class A Common Stock and options to purchase up to an aggregate of 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| September 09, 2026 Filed Sep 11, 2026 20:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000030 · form4-09112026_080931.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,919 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 16, 2026 Filed Jun 18, 2026 20:09 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000028 · form4-06182026_080658.xml · derivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,250 Underlying: Class A Common Stock · 18,750 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. F7 · derivative.exercise_date: 6.25% of the total award vested or vests quarterly, with the first tranche vested on June 16, 2023, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F7 · derivative.expiration_date: 6.25% of the total award vested or vests quarterly, with the first tranche vested on June 16, 2023, subject to the Reporting Person's continued service to the Issuer on each 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 16, 2026 Filed Jun 18, 2026 20:09 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,429 | $61.50 | $149,392.00 |
DisclosureSEC source: 0001689575-26-000028 · form4-06182026_080658.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,372 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.44 to $61.69 per share, inclusive. F6 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 104,372 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person held RSUs representing contingent rights to receive up to an aggregate 305,525 shares of the Issuer's Class A Common Stock and options to purchase up to an aggregate 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:09 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 5,932 | $60.83 | $360,838.22 |
DisclosureSEC source: 0001689575-26-000028 · form4-06182026_080658.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,801 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.40 to $61.35 per share, inclusive. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:09 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,140 | $59.75 | $127,874.20 |
DisclosureSEC source: 0001689575-26-000028 · form4-06182026_080658.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,733 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.26 to $60.24 per share, 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 4 and 5 of this Form 4. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:09 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000028 · form4-06182026_080658.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,873 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 09, 2026 Filed Jun 11, 2026 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000026 · form4-06112026_080609.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,094 Underlying: Class A Common Stock · 6,546 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: 6.25% of the total award vested or vests quarterly, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on March 9, 2023. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F4 · derivative.expiration_date: 6.25% of the total award vested or vests quarterly, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on March 9, 2023. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| June 09, 2026 Filed Jun 11, 2026 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,639 | $53.77 | $195,669.03 |
DisclosureSEC source: 0001689575-26-000026 · form4-06112026_080609.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,123 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 96,123 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned RSUs representing contingent rights to receive up to an aggregate of 324,275 shares of Class A Common Stock and options to purchase up to an aggregate of 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| June 09, 2026 Filed Jun 11, 2026 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000026 · form4-06112026_080609.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,762 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 |
| April 29, 2026 Filed May 1, 2026 20:28 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000024 · form4-05012026_080508.xml · derivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,874 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: 25% of the total award vested on each of April 29, 2023 and April 29, 2024, and an additional 6.25% of the total award vested or vests thereafter on each quarterly anniversary, subject to the Reporting Person's continued service to the Issuer on each vesting date, with the last tranche vesting on April 29, 2026. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F4 · derivative.expiration_date: 25% of the total award vested on each of April 29, 2023 and April 29, 2024, and an additional 6.25% of the total award vested or vests thereafter on each quarterly anniversary, subject to the Reporting Person's continued service to the Issuer on each vesting date, with the last tranche vesting on April 29, 2026. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:28 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 18 | $64.12 | $1,154.16 |
DisclosureSEC source: 0001689575-26-000024 · form4-05012026_080508.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,216 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 93,216 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned RSUs representing contingent rights to receive up to an aggregate of 330,821 shares of Class A Common Stock and options to purchase up to an aggregate of 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:28 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,154 | $65.20 | $140,440.80 |
DisclosureSEC source: 0001689575-26-000024 · form4-05012026_080508.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,234 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:28 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000024 · form4-05012026_080508.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,388 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 |
| March 26, 2026 Filed Mar 30, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000021 · form4-03302026_080325.xml · derivative · entry 7 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,000 Underlying: Class A Common Stock · 80,000 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. F9 · derivative.exercise_date: 25% of the total award vested or vests annually, with the first tranche vested on March 26, 2025, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F9 · derivative.expiration_date: 25% of the total award vested or vests annually, with the first tranche vested on March 26, 2025, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 9,883 | $65.21 | $644,512.93 |
DisclosureSEC source: 0001689575-26-000021 · form4-03302026_080325.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,514 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.61 per share, inclusive. F8 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 91,514 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person held RSUs representing contingent rights to receive up to an aggregate 334,695 shares of the Issuer's Class A Common Stock and options to purchase up to an aggregate 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 5,292 | $64.60 | $341,859.50 |
DisclosureSEC source: 0001689575-26-000021 · form4-03302026_080325.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,397 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.99 to $64.96 per share, inclusive. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 13,412 | $63.28 | $848,699.29 |
DisclosureSEC source: 0001689575-26-000021 · form4-03302026_080325.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,689 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.96 to $63.955 per share, inclusive. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 5,117 | $62.33 | $318,952.33 |
DisclosureSEC source: 0001689575-26-000021 · form4-03302026_080325.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,101 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.93 to $62.91 per share, inclusive. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 13,229 | $61.29 | $810,817.32 |
DisclosureSEC source: 0001689575-26-000021 · form4-03302026_080325.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,218 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.93 to $61.91 per share, 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 4 through 7 of this Form 4. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000021 · form4-03302026_080325.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,447 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 |
| March 16, 2026 Filed Mar 17, 2026 22:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000019 · form4-03172026_100354.xml · derivative · entry 7 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Class A Common Stock · 18,750 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. F8 · derivative.exercise_date: 6.25% of the total award vested or vests quarterly, with the first tranche vested on June 16, 2023, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F8 · derivative.expiration_date: 6.25% of the total award vested or vests quarterly, with the first tranche vested on June 16, 2023, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 22:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 772 | $77.94 | $60,166.13 |
DisclosureSEC source: 0001689575-26-000019 · form4-03172026_100354.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,447 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.75 to $78.16 per share, inclusive. F6 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 58,447 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person held RSUs representing contingent rights to receive up to an aggregate 414,695 shares of the Issuer's Class A Common Stock and options to purchase up to an aggregate 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 22:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 9,229 | $77.05 | $711,089.84 |
DisclosureSEC source: 0001689575-26-000019 · form4-03172026_100354.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,219 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.74 to $77.71 per share, inclusive. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 22:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 7,178 | $76.35 | $548,034.56 |
DisclosureSEC source: 0001689575-26-000019 · form4-03172026_100354.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,448 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.735 to $76.73 per share, 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 4 and 5 of this Form 4. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 22:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000019 · form4-03172026_100354.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,626 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 |
| March 15, 2026 Filed Mar 17, 2026 22:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 11,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000019 · form4-03172026_100354.xml · derivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,763 Underlying: Class A Common Stock · 11,921 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. F7 · derivative.exercise_date: 25% of the award vested or vests annually on the anniversary of the grant date, with the first tranche vested on March 15, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F7 · derivative.expiration_date: 25% of the award vested or vests annually on the anniversary of the grant date, with the first tranche vested on March 15, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 22:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 11,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000019 · form4-03172026_100354.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,876 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 |
| March 09, 2026 Filed Mar 11, 2026 20:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000015 · form4-03112026_080333.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,640 Underlying: Class A Common Stock · 6,546 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. F5 · derivative.exercise_date: 6.25% of the total award vested or vests quarterly, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on March 9, 2023. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F5 · derivative.expiration_date: 6.25% of the total award vested or vests quarterly, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on March 9, 2023. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 20:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,678 | $86.75 | $319,059.14 |
DisclosureSEC source: 0001689575-26-000015 · form4-03112026_080333.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,955 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.5585 to $86.75 per share, 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 range set forth in this footnote. F4 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 44,955 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned RSUs representing contingent rights to receive up to an aggregate of 445,366 shares of Class A Common Stock and options to purchase up to an aggregate of 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 20:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000015 · form4-03112026_080333.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,633 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 |
| March 06, 2026 Filed Mar 9, 2026 11:54 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantClass A Common Stock | 3,404 | $88.11 | $299,926.44 |
DisclosureSEC source: 0001689575-26-000013 · form4-03092026_110351.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,087 F1 · security: Pursuant to a Subscription Agreement executed on March 6, 2026 between GeneDx Holdings Corp. (the "Issuer") and the reporting person, the reporting person acquired 3,404 shares of the Issuer's Class A common stock directly from the Issuer in an exempt transaction pursuant to Rule 16b-3(d) at a purchase price of $88.11 per share, the closing price of the Issuer's Class A common stock on March 6, 2026. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 22:46 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 9,133 | $79.25 | $723,782.94 |
DisclosureSEC source: 0001689575-26-000010 · form4-03052026_100322.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,683 F2 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of the 2025 PRSU Award. The sales were effected to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.00 to $79.64 per share, inclusive. F6 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities and as of the date of filing of this Form 4, in addition to the 38,683 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned RSUs representing contingent rights to receive up to an aggregate 451,912 shares of Class A Common Stock and options to purchase up to an aggregate 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 22:46 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 10,465 | $78.61 | $822,621.21 |
DisclosureSEC source: 0001689575-26-000010 · form4-03052026_100322.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,816 F2 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of the 2025 PRSU Award. The sales were effected to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.00 to $78.93 per share, inclusive. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 22:46 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 5,861 | $77.63 | $454,966.57 |
DisclosureSEC source: 0001689575-26-000010 · form4-03052026_100322.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,281 F2 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of the 2025 PRSU Award. The sales were effected to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.00 to $77.92 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 4 and 5 of this Form 4. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:46 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 40,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000010 · form4-03052026_100322.xml · derivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,418 Underlying: Class A Common Stock · 40,418 shares Expires not disclosed F7 · derivative.exercise_price: Each restricted stock unit ("RSU") reflected in this row represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration, subject to continued service as described in footnote 8 below. F8 · derivative.exercise_date: 25% of the award shall vest annually on the anniversary of the grant date, with the first tranche vesting on April 1, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F8 · derivative.expiration_date: 25% of the award shall vest annually on the anniversary of the grant date, with the first tranche vesting on April 1, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:46 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantClass A Common Stock | 47,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000010 · form4-03052026_100322.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,142 F1 · kind: The reported transaction represents the certification of achievement of a performance-based restricted stock unit award granted to the Reporting Person by the Issuer's compensation committee on March 15, 2025 (the "2025 PRSU Award"). Vesting of the 2025 PRSU Award is based on achievement of corporate performance metrics tied to revenue and adjusted net income, and subject to the Reporting Person's continued service through the certification date of achievement thereof. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000007 · form4-02022026_090231.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,874 Underlying: Class A Common Stock · 3,874 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. F5 · derivative.exercise_date: 25% of the total award vested on each of April 29, 2023 and April 29, 2024, and an additional 6.25% of the total award vested or vests thereafter on each quarterly anniversary, subject to the Reporting Person's continued service to the Issuer on each vesting date, with the last tranche scheduled to vest on April 29, 2026. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F5 · derivative.expiration_date: 25% of the total award vested on each of April 29, 2023 and April 29, 2024, and an additional 6.25% of the total award vested or vests thereafter on each quarterly anniversary, subject to the Reporting Person's continued service to the Issuer on each vesting date, with the last tranche scheduled to vest on April 29, 2026. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,653 | $94.00 | $155,374.89 |
DisclosureSEC source: 0001689575-26-000007 · form4-02022026_090231.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,458 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.53 to $94.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 16,458 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned RSUs representing contingent rights to receive up to an aggregate of 411,494 shares of Class A Common Stock and options to purchase up to an aggregate of 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 21:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-26-000007 · form4-02022026_090231.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,111 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 |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · derivative · entry 13 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,750 Underlying: Class A Common Stock · 18,750 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. F13 · derivative.exercise_date: 6.25% of the total award vested or vests quarterly, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on March 16, 2023. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F13 · derivative.expiration_date: 6.25% of the total award vested or vests quarterly, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on March 16, 2023. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 356 | $140.95 | $50,178.20 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 12 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,237 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F12 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 14,237 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned RSUs representing contingent rights to receive up to an aggregate of 415,368 shares of Class A Common Stock and options to purchase up to an aggregate of 107,610 shares of Class A Common Stock, which RSUs and options vest according to their respective terms. 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.