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 |
|---|---|---|---|---|---|---|
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,174 | $96.29 | $305,636.52 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 15 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,425 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. F16 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.9853 to $96.9119 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,173 | $95.51 | $303,052.60 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 14 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,599 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. F15 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.95 to $95.9131 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 4,511 | $94.55 | $426,516.85 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 13 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,772 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. F14 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.92 to $94.92 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 range set forth in this footnote. Read SEC document |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 9,628 | $93.33 | $898,558.13 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 12 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,283 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. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.89 to $93.84 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,000 | $92.28 | $92,280.00 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 11 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,911 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. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.86 to $92.84 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,900 | $91.27 | $173,420.03 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 10 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,911 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. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.735 to $91.66 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,600 | $90.13 | $144,207.36 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 9 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,811 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. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.72 to $90.57 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 300 | $88.70 | $26,609.01 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 8 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,411 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. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.05 to $89.03 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 373 | $87.30 | $32,563.09 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 7 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,711 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. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.96 to $87.66 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 5,855 | $86.34 | $505,548.80 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,084 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. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.90 to $86.88 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,175 | $85.44 | $271,262.16 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,939 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. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.8744 to $85.84 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,745 | $84.28 | $231,348.05 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,114 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. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.86 to $84.76 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,297 | $83.25 | $274,485.80 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,859 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 $82.81 to $83.64 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,134 | $82.17 | $257,508.56 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,156 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 $81.7208 to $82.50 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 |
| April 09, 2025 Filed Apr 10, 2025 20:11 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,024 | $81.16 | $164,262.38 |
DisclosureSEC source: 0001415889-25-010535 · form4-04102025_080442.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,290 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 $80.665 to $81.63 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 |
| March 26, 2025 Filed Mar 28, 2025 20:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009193 · form4-03282025_080308.xml · derivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,000 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. F3 · derivative.exercise_date: 25% of the underlying restricted stock units each vests annually, commencing on March 26, 2025, 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 annually, commencing on March 26, 2025, until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 20:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,750 | $94.59 | $165,523.75 |
DisclosureSEC source: 0001415889-25-009193 · form4-03282025_080308.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,314 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 |
| March 26, 2025 Filed Mar 28, 2025 20:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 44,801 | $95.66 | $4,285,560.62 |
DisclosureSEC source: 0001415889-25-009193 · form4-03282025_080308.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,064 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 |
| March 26, 2025 Filed Mar 28, 2025 20:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-009193 · form4-03282025_080308.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,865 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 17, 2025 Filed Mar 18, 2025 01:51 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 10,559 | $96.71 | $1,021,146.11 |
DisclosureSEC source: 0001415889-25-008282 · form4-03182025_010304.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,865 F1 · 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 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.30 to $96.71 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 |
| March 16, 2025 Filed Mar 18, 2025 01:51 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008282 · form4-03182025_010304.xml · derivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 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. F3 · 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% 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. F7 · 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 |
| March 16, 2025 Filed Mar 18, 2025 01:51 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008282 · form4-03182025_010304.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,424 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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, 2025 Filed Mar 18, 2025 01:51 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 47,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008282 · form4-03182025_010304.xml · derivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,684 Underlying: Class A Common Stock · 47,684 shares Expires not disclosed F3 · 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. F6 · derivative.exercise_date: 25% of the underlying restricted stock units each vests annually, commencing on March 15, 2026, until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F6 · derivative.expiration_date: 25% of the underlying restricted stock units each vests annually, commencing on March 15, 2026, until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| March 13, 2025 Filed Mar 18, 2025 01:51 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,078 | $89.44 | $96,420.31 |
DisclosureSEC source: 0001415889-25-008282 · form4-03182025_010304.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,674 F1 · 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 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.695 to $89.45 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 |
| March 10, 2025 Filed Mar 11, 2025 21:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,731 | $94.73 | $258,695.07 |
DisclosureSEC source: 0001415889-25-007692 · form4-03112025_090354.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,752 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 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.54 to $94.85 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 |
| March 09, 2025 Filed Mar 11, 2025 21:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007692 · form4-03112025_090354.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,826 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 |
| March 09, 2025 Filed Mar 11, 2025 21:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007692 · form4-03112025_090354.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,483 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 |
| January 29, 2025 Filed Jan 31, 2025 22:46 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002534 · form4-01312025_100108.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,370 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 vested 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 vested 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 |
| January 29, 2025 Filed Jan 31, 2025 22:46 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,657 | $78.48 | $130,046.00 |
DisclosureSEC source: 0001415889-25-002534 · form4-01312025_100108.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,937 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. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.48 to $79.0497 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 |
| January 29, 2025 Filed Jan 31, 2025 22:46 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002534 · form4-01312025_100108.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 |
| January 07, 2025 Filed Jan 10, 2025 22:53 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 10,005 | $96.39 | $964,358.94 |
DisclosureSEC source: 0001415889-25-001305 · form4-01102025_100134.xml · nonDerivative · entry 4 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. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.00 to $96.8901 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 |
| January 07, 2025 Filed Jan 10, 2025 22:53 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 9,176 | $95.50 | $876,282.31 |
DisclosureSEC source: 0001415889-25-001305 · form4-01102025_100134.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,725 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 $95.00 to $95.9961 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 |
| January 07, 2025 Filed Jan 10, 2025 22:53 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 8,439 | $94.33 | $796,035.68 |
DisclosureSEC source: 0001415889-25-001305 · form4-01102025_100134.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,901 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 $94.00 to $94.975 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 |
| January 07, 2025 Filed Jan 10, 2025 22:53 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 23,800 | $93.34 | $2,221,442.02 |
DisclosureSEC source: 0001415889-25-001305 · form4-01102025_100134.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,340 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 $93.00 to $93.9983 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 |
| January 02, 2025 Filed Jan 6, 2025 23:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,564 | $80.47 | $125,860.40 |
DisclosureSEC source: 0001415889-25-000836 · form4-01062025_110139.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,140 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. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.239 to $80.835 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 |
| January 02, 2025 Filed Jan 6, 2025 23:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 4,242 | $79.68 | $337,990.68 |
DisclosureSEC source: 0001415889-25-000836 · form4-01062025_110139.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,704 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. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.255 to $80.204 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 |
| January 02, 2025 Filed Jan 6, 2025 23:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 4,078 | $78.58 | $320,432.93 |
DisclosureSEC source: 0001415889-25-000836 · form4-01062025_110139.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,946 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. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.227 to $79.197 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 |
| January 02, 2025 Filed Jan 6, 2025 23:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,417 | $77.88 | $266,119.72 |
DisclosureSEC source: 0001415889-25-000836 · form4-01062025_110139.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,024 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 $77.24 to $78.22 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 |
| January 02, 2025 Filed Jan 6, 2025 23:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,051 | $76.54 | $156,975.95 |
DisclosureSEC source: 0001415889-25-000836 · form4-01062025_110139.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,441 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 $76.10 to $76.90 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 |
| January 02, 2025 Filed Jan 6, 2025 23:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,654 | $75.47 | $200,306.67 |
DisclosureSEC source: 0001415889-25-000836 · form4-01062025_110139.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,492 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 $75.00 to $75.981 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 |
| December 16, 2024 Filed Dec 18, 2024 23:22 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-029771 · form4-12182024_111215.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,750 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. 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 |
| December 16, 2024 Filed Dec 18, 2024 23:22 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 10,501 | $76.75 | $805,994.80 |
DisclosureSEC source: 0001415889-24-029771 · form4-12182024_111215.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,146 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 |
| December 16, 2024 Filed Dec 18, 2024 23:22 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-029771 · form4-12182024_111215.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,647 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, 2024 Filed Dec 12, 2024 00:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-029016 · form4-12122024_121238.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,372 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% 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 |
| December 09, 2024 Filed Dec 12, 2024 00:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,661 | $76.37 | $279,597.53 |
DisclosureSEC source: 0001415889-24-029016 · form4-12122024_121238.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,897 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 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.37 to $76.6892 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 |
| December 09, 2024 Filed Dec 12, 2024 00:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-029016 · form4-12122024_121238.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,558 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,131 | $71.83 | $224,905.37 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 13 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,011 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. F14 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.51 to $72.32 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 |
| November 18, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 8,580 | $70.91 | $608,418.10 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 12 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,142 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. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.51 to $71.50 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 |
| November 18, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 6,186 | $70.15 | $433,952.23 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 11 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,722 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. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.50 to $70.50 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 |
| November 18, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,151 | $68.98 | $217,349.36 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 10 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,908 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. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.434 to $69.29 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.