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 |
|---|---|---|---|---|---|---|
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 74 | $150.75 | $11,155.50 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 11 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,593 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 |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 274 | $149.20 | $40,880.25 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 10 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,667 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. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.01 to $149.32, inclusive. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 932 | $148.55 | $138,448.23 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 9 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,941 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. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $147.85 to $148.76, inclusive. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,970 | $146.93 | $289,448.55 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 8 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,873 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. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.605 to $147.51, inclusive. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,628 | $145.36 | $236,639.89 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 7 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,843 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. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.80 to $145.55, inclusive. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 940 | $144.27 | $135,617.37 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,471 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 $143.75 to $144.74, inclusive. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 604 | $142.12 | $85,839.69 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,411 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 $141.76 to $142.41, inclusive. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,679 | $141.20 | $378,287.39 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,015 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 $140.72 to $141.68, inclusive. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,031 | $140.08 | $144,424.95 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,694 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 $139.70 to $140.465, inclusive. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 369 | $138.93 | $51,265.17 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,725 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 $138.65 to $139.41, 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 through 11. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:18 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-25-000017 · form4-12182025_101249.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,094 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 09, 2025 Filed Dec 11, 2025 21:29 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-25-000015 · form4-12112025_091209.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,186 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. 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 |
| December 09, 2025 Filed Dec 11, 2025 21:29 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,639 | $159.28 | $579,619.92 |
DisclosureSEC source: 0001689575-25-000015 · form4-12112025_091209.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,344 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 6,344 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 434,118 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 |
| December 09, 2025 Filed Dec 11, 2025 21:29 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-25-000015 · form4-12112025_091209.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,983 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 |
| October 29, 2025 Filed Oct 31, 2025 20:42 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-25-000013 · form4-10312025_081058.xml · derivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,748 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 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. 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 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 |
| October 29, 2025 Filed Oct 31, 2025 20:42 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 4 | $136.75 | $547.00 |
DisclosureSEC source: 0001689575-25-000013 · form4-10312025_081058.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,436 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 3,436 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 440,665 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 |
| October 29, 2025 Filed Oct 31, 2025 20:42 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,154 | $136.54 | $294,107.16 |
DisclosureSEC source: 0001689575-25-000013 · form4-10312025_081058.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,440 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 |
| October 29, 2025 Filed Oct 31, 2025 20:42 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-25-000013 · form4-10312025_081058.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,594 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 30, 2025 Filed Oct 1, 2025 20:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 136 | $113.68 | $15,460.48 |
DisclosureSEC source: 0001689575-25-000010 · form4-10012025_081057.xml · nonDerivative · entry 8 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,720 F1 · kind: The reported transaction represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2024. F8 · balance_after: Following the reported sales effectuated pursuant to a 10b5-1 plan, in addition to the 1,720 shares of Class A common stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned restricted stock units ("RSUs") representing contingent rights to receive up to an aggregate of 444,539 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 30, 2025 Filed Oct 1, 2025 20:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 645 | $111.84 | $72,134.09 |
DisclosureSEC source: 0001689575-25-000010 · form4-10012025_081057.xml · nonDerivative · entry 7 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,856 F1 · kind: The reported transaction represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2024. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.50 to $112.04, inclusive. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 200 | $110.23 | $22,046.00 |
DisclosureSEC source: 0001689575-25-000010 · form4-10012025_081057.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,501 F1 · kind: The reported transaction represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2024. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 554 | $109.13 | $60,457.58 |
DisclosureSEC source: 0001689575-25-000010 · form4-10012025_081057.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,701 F1 · kind: The reported transaction represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2024. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.00 to $109.3837, inclusive. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 5,163 | $108.55 | $560,457.07 |
DisclosureSEC source: 0001689575-25-000010 · form4-10012025_081057.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,255 F1 · kind: The reported transaction represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2024. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.99, inclusive. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 4,462 | $107.61 | $480,159.84 |
DisclosureSEC source: 0001689575-25-000010 · form4-10012025_081057.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,418 F1 · kind: The reported transaction represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.00 to $107.9955, inclusive. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,092 | $106.69 | $116,506.46 |
DisclosureSEC source: 0001689575-25-000010 · form4-10012025_081057.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,880 F1 · kind: The reported transaction represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2024. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.00 to $106.98, inclusive. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 606 | $105.10 | $63,689.87 |
DisclosureSEC source: 0001689575-25-000010 · form4-10012025_081057.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,972 F1 · kind: The reported transaction represents a sale effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 16, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.98 to $105.558, 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 3 through 7. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 22:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-25-000003 · form4-09182025_100930.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,500 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. F5 · derivative.exercise_date: 6.25% vest in quarterly installments over the 4-year period commencing on March 16, 2023 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F5 · derivative.expiration_date: 6.25% vest in quarterly installments over the 4-year period commencing on March 16, 2023 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 22:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 10,501 | $121.47 | $1,275,584.82 |
DisclosureSEC source: 0001689575-25-000003 · form4-09182025_100930.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,578 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 is a weighted average price. These shares were sold as part of a block trade for multiple security holders of the Issuer in multiple transactions at prices ranging from $118.28 to $123.07, 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 3 with regard to the block trade. F4 · balance_after: Following the reported sales, in addition to the 14,578 shares of Class A common stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned restricted stock units ("RSUs") representing contingent rights to receive up to an aggregate of 444,539 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 16, 2025 Filed Sep 18, 2025 22:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001689575-25-000003 · form4-09182025_100930.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,079 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, 2025 Filed Sep 11, 2025 20:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-024271 · form4-09112025_080917.xml · derivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,733 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% vest in quarterly installments over the 4-year period commencing on March 9, 2023 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F4 · derivative.expiration_date: 6.25% vest in quarterly installments over the 4-year period commencing on March 9, 2023 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 18 | $129.08 | $2,323.42 |
DisclosureSEC source: 0001415889-25-024271 · form4-09112025_080917.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,329 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 · balance_after: Following the reported sales, in addition to the 6,329 shares of Class A common stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned restricted stock units ("RSUs") representing contingent rights to receive up to an aggregate of 463,289 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, 2025 Filed Sep 11, 2025 20:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,639 | $128.05 | $465,973.95 |
DisclosureSEC source: 0001415889-25-024271 · form4-09112025_080917.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,347 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 |
| September 09, 2025 Filed Sep 11, 2025 20:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-024271 · form4-09112025_080917.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,986 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 29, 2025 Filed Jul 31, 2025 20:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020713 · form4-07312025_080732.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,622 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 underlying shares each vest on April 29, 2023 and April 29, 2024, and 6.25% vest in quarterly installments thereafter until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F4 · derivative.expiration_date: 25% of the underlying shares each vest on April 29, 2023 and April 29, 2024, and 6.25% vest in quarterly installments thereafter until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,154 | $105.31 | $226,837.74 |
DisclosureSEC source: 0001415889-25-020713 · form4-07312025_080732.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,440 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 sales, in addition to the 3,440 shares of Class A common stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned restricted stock units ("RSUs") representing contingent rights to receive up to an aggregate of 469,835 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 |
| July 29, 2025 Filed Jul 31, 2025 20:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020713 · form4-07312025_080732.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,594 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 09, 2025 Filed Jul 11, 2025 20:03 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,220 | $93.00 | $299,460.00 |
DisclosureSEC source: 0001415889-25-019666 · form4-07112025_080717.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,720 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024. F2 · balance_after: Following the reported sales, in addition to the 1,720 shares of Class A common stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned restricted stock units ("RSUs") representing contingent rights to receive up to an aggregate of 473,709 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 |
| July 01, 2025 Filed Jul 3, 2025 18:32 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 135 | $92.46 | $12,482.22 |
DisclosureSEC source: 0001415889-25-019275 · form4-07032025_060731.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,940 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.3088 to $92.50 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 range set forth in this footnote. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 18:32 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,594 | $91.55 | $237,483.29 |
DisclosureSEC source: 0001415889-25-019275 · form4-07032025_060731.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,075 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.21 to $92.17 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 range set forth in this footnote. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 18:32 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 6,928 | $90.68 | $628,215.11 |
DisclosureSEC source: 0001415889-25-019275 · form4-07032025_060731.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,669 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.21 to $91.20 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 range set forth in this footnote. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:14 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017666 · form4-06182025_080637.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,250 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. F3 · derivative.exercise_date: 6.25% vest in quarterly installments over the 4-year period commencing on March 16, 2023 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F3 · derivative.expiration_date: 6.25% vest in quarterly installments over the 4-year period commencing on March 16, 2023 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:14 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 10,501 | $64.77 | $680,181.27 |
DisclosureSEC source: 0001415889-25-017666 · form4-06182025_080637.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,597 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 |
| June 16, 2025 Filed Jun 18, 2025 20:14 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017666 · form4-06182025_080637.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,098 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, 2025 Filed Jun 11, 2025 20:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-016650 · form4-06112025_080607.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,279 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. F3 · derivative.exercise_date: 6.25% vest in quarterly installments over the 4-year period commencing on March 9, 2023 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F3 · derivative.expiration_date: 6.25% vest in quarterly installments over the 4-year period commencing on March 9, 2023 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 20:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,639 | $72.55 | $264,009.45 |
DisclosureSEC source: 0001415889-25-016650 · form4-06112025_080607.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,348 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 RSUs. The sales were 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 |
| June 09, 2025 Filed Jun 11, 2025 20:04 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-016650 · form4-06112025_080607.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,987 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, 2025 Filed May 1, 2025 23:44 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011695 · form4-05012025_110537.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,496 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. F3 · derivative.exercise_date: 25% of the underlying restricted stock units each vests on April 29, 2023 and April 29, 2024, and 6.25% vest in quarterly installments thereafter until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F3 · derivative.expiration_date: 25% of the underlying restricted stock units each vests on April 29, 2023 and April 29, 2024, and 6.25% vest in quarterly installments thereafter until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| April 29, 2025 Filed May 1, 2025 23:44 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,154 | $113.09 | $243,595.86 |
DisclosureSEC source: 0001415889-25-011695 · form4-05012025_110537.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,440 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 RSUs. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction Read SEC document |
| April 29, 2025 Filed May 1, 2025 23:44 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011695 · form4-05012025_110537.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,594 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 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 705 | $97.24 | $68,557.23 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 16 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,720 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 16, 2024. F17 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.9864 to $97.54 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 range set forth in this footnote. 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.