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 |
|---|---|---|---|---|---|---|
| November 18, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 459 | $67.94 | $31,182.81 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 9 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,059 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 $67.39 to $68.3863 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 | 800 | $66.60 | $53,283.04 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 8 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,518 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 $66.36 to $66.99 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 15, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 60 | $74.34 | $4,460.33 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 7 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,318 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 $74.3229 to $74.3571 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 15, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,510 | $73.71 | $111,301.95 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 82,378 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 $73.2478 to $74.0809 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 15, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,043 | $72.95 | $149,044.61 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,888 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 $72.2395 to $73.23 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 15, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,958 | $71.49 | $139,976.83 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 85,931 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 $71.2203 to $72.1711 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 15, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 7,240 | $70.72 | $511,984.56 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 87,889 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 $70.21 to $71.20 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 |
| November 15, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 4,800 | $69.67 | $334,439.04 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 95,129 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 $69.19 to $70.10 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 15, 2024 Filed Nov 20, 2024 00:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 5,497 | $68.65 | $377,386.09 |
DisclosureSEC source: 0001415889-24-027270 · form4-11202024_121138.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,929 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 $68.18 to $69.17 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 |
| October 29, 2024 Filed Oct 31, 2024 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025837 · form4-10312024_091013.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,244 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 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. F3 · 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 |
| October 29, 2024 Filed Oct 31, 2024 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,154 | $66.60 | $143,456.40 |
DisclosureSEC source: 0001415889-24-025837 · form4-10312024_091013.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,426 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 |
| October 29, 2024 Filed Oct 31, 2024 21:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025837 · form4-10312024_091013.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,580 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 16, 2024 Filed Sep 18, 2024 20:28 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023621 · form4-09182024_080934.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,500 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. 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 |
| September 16, 2024 Filed Sep 18, 2024 20:28 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 10,501 | $37.59 | $394,732.59 |
DisclosureSEC source: 0001415889-24-023621 · form4-09182024_080934.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,706 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 |
| September 16, 2024 Filed Sep 18, 2024 20:28 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023621 · form4-09182024_080934.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,207 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, 2024 Filed Sep 12, 2024 00:10 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023262 · form4-09122024_120927.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,919 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. 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 |
| September 09, 2024 Filed Sep 12, 2024 00:10 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,639 | $33.33 | $121,287.87 |
DisclosureSEC source: 0001415889-24-023262 · form4-09122024_120927.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,457 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 |
| September 09, 2024 Filed Sep 12, 2024 00:10 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023262 · form4-09122024_120927.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,096 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, 2024 Filed Jul 31, 2024 20:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020434 · form4-07312024_080747.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,118 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 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. F3 · 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 |
| July 29, 2024 Filed Jul 31, 2024 20:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,154 | $33.54 | $72,245.16 |
DisclosureSEC source: 0001415889-24-020434 · form4-07312024_080747.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,550 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 |
| July 29, 2024 Filed Jul 31, 2024 20:40 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020434 · form4-07312024_080747.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,704 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 17, 2024 Filed Jun 18, 2024 21:17 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 7,683 | $28.31 | $217,505.73 |
DisclosureSEC source: 0001415889-24-017454 · form4-06182024_090624.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,830 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 $28.23 to $28.3103 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, 2024 Filed Jun 18, 2024 21:17 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-017454 · form4-06182024_090624.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,250 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. F4 · 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. F4 · 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, 2024 Filed Jun 18, 2024 21:17 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-017454 · form4-06182024_090624.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,513 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 10, 2024 Filed Jun 11, 2024 20:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,652 | $24.92 | $66,087.84 |
DisclosureSEC source: 0001415889-24-016351 · form4-06112024_080643.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,763 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 |
| June 09, 2024 Filed Jun 11, 2024 20:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-016351 · form4-06112024_080643.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,465 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. 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, 2024 Filed Jun 11, 2024 20:13 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-016351 · form4-06112024_080643.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,415 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, 2024 Filed Apr 30, 2024 20:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 15,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-011753 · form4-04302024_080413.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,992 Underlying: Class A Common Stock · 15,496 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 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. F3 · 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 |
| April 29, 2024 Filed Apr 30, 2024 20:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 6,325 | $11.04 | $69,807.76 |
DisclosureSEC source: 0001415889-24-011753 · form4-04302024_080413.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,869 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, 2024 Filed Apr 30, 2024 20:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 15,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-011753 · form4-04302024_080413.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,194 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| March 26, 2024 Filed Mar 18, 2025 01:51 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 320,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-008282 · form4-03182025_010304.xml · derivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,000 Underlying: Class A Common Stock · 320,000 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. F5 · derivative.exercise_date: On March 26, 2024, Katherine Stueland was granted an RSU award for 320,000 RSUs. 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. F5 · derivative.expiration_date: On March 26, 2024, Katherine Stueland was granted an RSU award for 320,000 RSUs. 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 18, 2024 Filed Mar 19, 2024 20:15 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 8,559 | $10.59 | $90,661.21 |
DisclosureSEC source: 0001415889-24-008505 · form4-03192024_080348.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,698 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 $10.1002 to $10.6501 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, 2024 Filed Mar 19, 2024 20:15 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008505 · form4-03192024_080348.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,000 Underlying: Class A Common Stock · 18,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F4 · 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. F4 · 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, 2024 Filed Mar 19, 2024 20:15 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008505 · form4-03192024_080348.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,257 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 12, 2024 Filed Mar 13, 2024 20:24 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,618 | $9.21 | $24,110.99 |
DisclosureSEC source: 0001415889-24-007808 · form4-03132024_080303.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,507 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 restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.08 to $9.21, 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 herein. Read SEC document |
| March 09, 2024 Filed Mar 12, 2024 21:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007683 · form4-03122024_090326.xml · derivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,011 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 represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 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. F2 · 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, 2024 Filed Mar 12, 2024 21:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-007683 · form4-03122024_090326.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,125 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 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 18, 2023 Filed Dec 20, 2023 02:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 11,734 | $2.16 | $25,338.40 |
DisclosureSEC source: 0001209191-23-059290 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,578 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 in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.90 to $2.49, 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 herein. Read SEC document |
| December 16, 2023 Filed Dec 20, 2023 02:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059290 · doc4.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,750 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. F4 · 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. F4 · 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, 2023 Filed Dec 20, 2023 02:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059290 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,312 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 11, 2023 Filed Dec 12, 2023 21:06 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 3,673 | $1.61 | $5,915.00 |
DisclosureSEC source: 0001209191-23-058265 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,562 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 $1.57 to $1.665, 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 herein. Read SEC document |
| December 09, 2023 Filed Dec 12, 2023 21:06 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058265 · doc4.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,558 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 |
| December 09, 2023 Filed Dec 12, 2023 21:06 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058265 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,235 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 18, 2023 Filed Sep 19, 2023 22:09 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 10,752 | $4.16 | $44,748.75 |
DisclosureSEC source: 0001209191-23-050056 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,689 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.0858 to $4.1649, 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 herein. Read SEC document |
| September 16, 2023 Filed Sep 19, 2023 22:09 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050056 · doc4.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,500 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. F4 · 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. F4 · 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, 2023 Filed Sep 19, 2023 22:09 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-050056 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,441 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 11, 2023 Filed Sep 12, 2023 22:42 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,675 | $4.62 | $12,369.20 |
DisclosureSEC source: 0001209191-23-049136 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,691 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 $4.48 to $4.75, 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 herein. Read SEC document |
| September 09, 2023 Filed Sep 12, 2023 22:42 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-049136 · doc4.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,104 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 |
| September 09, 2023 Filed Sep 12, 2023 22:42 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-049136 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,366 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 20, 2023 Filed Jun 21, 2023 20:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 311 | $6.33 | $1,968.63 |
DisclosureSEC source: 0001209191-23-038758 · doc4.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,819 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.