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 |
|---|---|---|---|---|---|---|
| June 20, 2023 Filed Jun 21, 2023 20:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 7,654 | $6.37 | $48,758.28 |
DisclosureSEC source: 0001209191-23-038758 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,130 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 $6.23 to $6.67, 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 |
| June 16, 2023 Filed Jun 21, 2023 20:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038758 · doc4.xml · derivative · entry 4 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,250 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, 2023 Filed Jun 21, 2023 20:05 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 18,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-038758 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,784 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 12, 2023 Filed Jun 13, 2023 21:23 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 2,674 | $6.49 | $17,353.73 |
DisclosureSEC source: 0001209191-23-036825 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,034 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 $6.10 to $6.77, 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 |
| June 09, 2023 Filed Jun 13, 2023 21:23 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 6,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036825 · doc4.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,651 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 |
| June 09, 2023 Filed Jun 13, 2023 21:23 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 6,546 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-036825 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,708 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| May 16, 2023 Filed May 18, 2023 23:21 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 8,685 | $6.50 | $56,439.47 |
DisclosureSEC source: 0001209191-23-030818 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,162 F1 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person in a broker-assisted transaction 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.37 to $7.05, 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 2 of this Form 4. Read SEC document |
| April 29, 2023 Filed May 3, 2023 00:34 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 511,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026795 · doc4.xml · derivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,534,090 Underlying: Class A Common Stock · 511,364 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 25% of the total shares underlying the restricted stock units vest on each of April 29, 2023 and April 29, 2024, and thereafter 6.25% of the total shares underlying the restricted stock units shall vest in equal quarterly installments until fully vested on April 29, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. F2 · derivative.expiration_date: 25% of the total shares underlying the restricted stock units vest on each of April 29, 2023 and April 29, 2024, and thereafter 6.25% of the total shares underlying the restricted stock units shall vest in equal quarterly installments until fully vested on April 29, 2026, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| April 29, 2023 Filed May 3, 2023 00:34 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 511,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026795 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 819,938 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 23:41 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 9,900,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025921 · doc4.xml · derivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,900,000 Underlying: Class A Common Stock · 9,900,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F2 · derivative.exercise_date: 6.25% vest in quarterly installments over the four-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. F2 · derivative.expiration_date: 6.25% vest in quarterly installments over the four-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 10, 2023 Filed Mar 13, 2023 23:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 92,644 | $0.36 | $33,333.31 |
DisclosureSEC source: 0001209191-23-018277 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,574 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 $0.345 to $0.3608, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 23:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 216,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018277 · doc4.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,240,503 Underlying: Class A Common Stock · 216,033 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, 2023 Filed Mar 13, 2023 23:26 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 216,033 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-018277 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,218 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, 2022 Filed Dec 14, 2022 21:14 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantRestricted Stock Unit · Derivative | 3,456,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061185 · doc4.xml · derivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,456,536 Underlying: Class A Common Stock · 3,456,536 shares Expires 2026-12-09 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 December 9, 2022 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| November 28, 2022 Filed Nov 28, 2022 23:33 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | PurchaseClass A Common Stock | 185,185 | $0.54 | $99,999.90 |
DisclosureSEC source: 0001209191-22-058889 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,185 Read SEC document |
| May 02, 2022 Filed May 5, 2022 00:30 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantRestricted Stock Unit · Derivative | 2,045,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027287 · doc4.xml · derivative · entry 2 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,045,454 Underlying: Class A Common Stock · 2,045,454 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. F1 · derivative.exercise_date: 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. F1 · 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 |
| May 02, 2022 Filed May 5, 2022 00:30 UTC | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantEmployee Stock Option (Right to Buy) · Derivative | 3,551,136 | $0.00 Strike: $2.16 | $0.00 |
DisclosureSEC source: 0001209191-22-027287 · doc4.xml · derivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,551,136 Underlying: Class A Common Stock · 3,551,136 shares Expires 2032-05-01 F1 · 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. Read SEC document |
| May 02, 2022 Filed May 6, 2022 23:03 UTC Amendment | GeneDx Holdings Corp. SMFR · Entity 1634 | GrantEmployee Stock Option · Derivative | 3,551,136 | $0.00 Strike: $2.20 | $0.00 |
DisclosureSEC source: 0001209191-22-027692 · doc4a.xml · derivative · entry 1 Stueland Katherine · CIK 0001689575 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,551,136 Underlying: Class A Common Stock · 3,551,136 shares Expires 2032-05-01 F1 · derivative.exercise_price: This Form 4 amendment has been filed solely to correct the exercise price of a previously issued stock option to purchase shares of Class A Common Stock of the Issuer reported in a Form 4 filed on May 4, 2022 (the "Form 4"). The exercise price was inadvertently stated as $2.155 in the Form 4. The exercise price should have been stated as $2.20 in the Form 4. F2 · derivative.exercise_date: 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 |
| June 14, 2021 Filed Jun 16, 2021 21:51 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 8,834 | $31.63 | $279,376.13 |
DisclosureSEC source: 0000899243-21-024197 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,231 F5 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F3 · price: 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 · price: Represents a weighted average sale price. F4 · balance_after: Includes an aggregate of 130,801 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 21:51 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 11,506 | $31.58 | $363,303.10 |
DisclosureSEC source: 0000899243-21-024197 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,065 F1 · shares: 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 · price: Represents a weighted average sale price. Actual sale prices ranged from $31.21 to $31.93. F3 · price: 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 · balance_after: Includes an aggregate of 130,801 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:29 UTC | Invitae Corp NVTA · Entity 95935 | GrantEmployee Stock Option (right to buy) · Derivative | 23,200 | $0.00 Strike: $34.90 | $0.00 |
DisclosureSEC source: 0000899243-21-018175 · doc4.xml · derivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,200 Underlying: Common Stock · 23,200 shares Expires 2031-04-30 F3 · derivative.exercise_date: Option vests over four years, with 25% of the shares vesting on April 30, 2021, and 1/48th of the remaining shares vesting monthly thereafter for the remaining three years. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:29 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 44,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-018175 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,571 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3rd of the total award vesting on each of May 15, 2022, 2023 and 2024. F2 · balance_after: Includes an aggregate of 150,517 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 00:07 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 100 | $41.02 | $4,102.00 |
DisclosureSEC source: 0000899243-21-016017 · doc4.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,871 F1 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · balance_after: Includes an aggregate of 105,817 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 00:07 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 9,799 | $40.37 | $395,580.73 |
DisclosureSEC source: 0000899243-21-016017 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,971 F1 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F3 · price: 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. F5 · price: Represents a weighted average sale price. Actual sale prices ranged from $39.99 to $40.88. F4 · balance_after: Includes an aggregate of 105,817 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 00:07 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 9,994 | $39.38 | $393,526.74 |
DisclosureSEC source: 0000899243-21-016017 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,770 F1 · shares: 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 · price: Represents a weighted average sale price. Actual sale prices ranged from $38.98 to $39.97. F3 · price: 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 · balance_after: Includes an aggregate of 105,817 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 01:49 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 5,781 | $42.90 | $248,008.37 |
DisclosureSEC source: 0000899243-21-012407 · doc4.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,764 F3 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F4 · price: Represents a weighted average sale price. 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. F2 · balance_after: Includes an aggregate of 105,817 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 01:49 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 12,443 | $42.90 | $533,812.17 |
DisclosureSEC source: 0000899243-21-012407 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,545 F3 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F4 · price: Represents a weighted average sale price. 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. F2 · balance_after: Includes an aggregate of 105,817 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| March 15, 2021 Filed Mar 19, 2021 21:05 UTC Amendment | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 5,781 | $42.90 | $248,008.37 |
DisclosureSEC source: 0000899243-21-012766 · doc4a.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,764 F1 · kind: The purpose of this amendment is to correct the transaction code that was incorrectly reported on the reporting person's original Form 4. F2 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F3 · price: Represents a weighted average sale price. 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 · balance_after: Includes an aggregate of 105,817 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| March 12, 2021 Filed Mar 18, 2021 01:49 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 24,936 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-012407 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,988 F1 · shares: Shares issued upon settlement of a restricted stock unit award that vests in two equal installments, with 1/2 of the remaining award vesting on March 12, 2022, subject to continued service with the Issuer through such vesting date. F2 · balance_after: Includes an aggregate of 105,817 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 22:11 UTC | Invitae Corp NVTA · Entity 95935 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $10.23 | $0.00 |
DisclosureSEC source: 0000899243-21-008434 · doc4.xml · derivative · entry 6 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 5,000 shares Expires 2026-03-31 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. F8 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 22:11 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 300 | $41.75 | $12,524.01 |
DisclosureSEC source: 0000899243-21-008434 · doc4.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,052 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · price: 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 within the range indicated. F7 · price: Represents a weighted average sale price. Actual sale prices ranged from $41.56 to $42.12 per share. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 22:11 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,300 | $40.97 | $53,259.96 |
DisclosureSEC source: 0000899243-21-008434 · doc4.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,352 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · price: 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 within the range indicated. F6 · price: Represents a weighted average sale price. Actual sale prices ranged from $40.45 to $41.28 per share. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 22:11 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 2,300 | $39.65 | $91,195.92 |
DisclosureSEC source: 0000899243-21-008434 · doc4.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,652 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · price: 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 within the range indicated. F5 · price: Represents a weighted average sale price. Actual sale prices ranged from $39.34 to $40.25 per share. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 22:11 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,100 | $38.95 | $42,844.01 |
DisclosureSEC source: 0000899243-21-008434 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,952 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F3 · price: Represents a weighted average sale price. Actual sale prices ranged from $38.34 to $39.29 per share. F4 · price: 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 within the range indicated. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 22:11 UTC | Invitae Corp NVTA · Entity 95935 | Exercise / conversionCommon Stock | 5,000 | $10.23 | $51,150.00 |
DisclosureSEC source: 0000899243-21-008434 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,052 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 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:31 UTC | Invitae Corp NVTA · Entity 95935 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 4,199 | $0.00 Strike: $10.94 | $0.00 |
DisclosureSEC source: 0000899243-21-002241 · doc4.xml · derivative · entry 7 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,801 Underlying: Common Stock · 4,199 shares Expires 2025-09-09 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. F9 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:31 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 400 | $53.23 | $21,290.00 |
DisclosureSEC source: 0000899243-21-002241 · doc4.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,052 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · price: 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 within the range indicated. F8 · price: Represents a weighted average sale price. Actual sale prices ranged from $53.11 to $53.41 per share. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:31 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,600 | $52.71 | $84,329.92 |
DisclosureSEC source: 0000899243-21-002241 · doc4.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,452 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · price: 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 within the range indicated. F7 · price: Represents a weighted average sale price. Actual sale prices ranged from $52.09 to $53.03 per share. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:31 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,567 | $51.55 | $80,777.28 |
DisclosureSEC source: 0000899243-21-002241 · doc4.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,052 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · price: 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 within the range indicated. F6 · price: Represents a weighted average sale price. Actual sale prices ranged from $50.97 to $51.88 per share. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:31 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 400 | $49.88 | $19,951.00 |
DisclosureSEC source: 0000899243-21-002241 · doc4.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,619 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · price: 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 within the range indicated. F5 · price: Represents a weighted average sale price. Actual sale prices ranged from $49.55 to $50.20 per share. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:31 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 232 | $48.50 | $11,251.23 |
DisclosureSEC source: 0000899243-21-002241 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,019 F2 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F3 · price: Represents a weighted average sale price. Actual sale prices ranged from $48.32 to $48.73 per share. F4 · price: 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 within the range indicated. F1 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:31 UTC | Invitae Corp NVTA · Entity 95935 | Exercise / conversionCommon Stock | 4,199 | $10.94 | $45,937.06 |
DisclosureSEC source: 0000899243-21-002241 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,251 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 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 14, 2020 Filed Dec 17, 2020 02:36 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 4,646 | $61.06 | $283,684.76 |
DisclosureSEC source: 0001501134-20-000086 · wf-form4_160817260160705.xml · nonDerivative · entry 7 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,052 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.73 to $61.38, 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. F3 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 14, 2020 Filed Dec 17, 2020 02:36 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 10,341 | $60.33 | $623,872.53 |
DisclosureSEC source: 0001501134-20-000086 · wf-form4_160817260160705.xml · nonDerivative · entry 6 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,698 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.71 to $60.69, 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. F3 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 14, 2020 Filed Dec 17, 2020 02:36 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 2,801 | $59.45 | $166,519.45 |
DisclosureSEC source: 0001501134-20-000086 · wf-form4_160817260160705.xml · nonDerivative · entry 5 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,039 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.67 to $59.60, 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. F3 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 14, 2020 Filed Dec 17, 2020 02:36 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 5,900 | $57.85 | $341,315.00 |
DisclosureSEC source: 0001501134-20-000086 · wf-form4_160817260160705.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,840 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.38 to $58.36, 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. F3 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 14, 2020 Filed Dec 17, 2020 02:36 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 2,717 | $56.84 | $154,434.28 |
DisclosureSEC source: 0001501134-20-000086 · wf-form4_160817260160705.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,740 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.38 to $57.27, 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. F3 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 14, 2020 Filed Dec 17, 2020 02:36 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,100 | $55.67 | $172,577.00 |
DisclosureSEC source: 0001501134-20-000086 · wf-form4_160817260160705.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,457 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 15, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.29 to $56.16, 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. F3 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 14, 2020 Filed Dec 17, 2020 02:36 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 4,795 | $54.57 | $261,663.15 |
DisclosureSEC source: 0001501134-20-000086 · wf-form4_160817260160705.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,557 F1 · kind: 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 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.24 to $55.13, 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. F3 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 02:30 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $48.00 | $48,000.00 |
DisclosureSEC source: 0001501134-20-000080 · wf-form4_160558017663888.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,352 F1 · kind: This sale of common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2019. F2 · balance_after: Includes an aggregate of 166,973 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. 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.