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 |
|---|---|---|---|---|---|---|
| October 13, 2020 Filed Oct 15, 2020 21:38 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $51.36 | $51,360.00 |
DisclosureSEC source: 0001501134-20-000066 · wf-form4_160279786660051.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,352 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales 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 |
| September 15, 2020 Filed Sep 16, 2020 22:44 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $35.51 | $35,510.00 |
DisclosureSEC source: 0001501134-20-000064 · wf-form4_160029622814424.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,352 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales 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 |
| September 10, 2020 Filed Sep 14, 2020 22:44 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 631 | $33.87 | $21,369.82 |
DisclosureSEC source: 0001501134-20-000060 · wf-form4_160012344227621.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,352 F1 · kind: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. 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 |
| September 03, 2020 Filed Sep 5, 2020 00:13 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001501134-20-000056 · wf-form4_159926479746057.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,983 F1 · shares: Represents the number of restricted stock units awarded as partial restitution for a reduction in salary due to the onset effects of COVID-19 earlier this year. Shares will be issued upon settlement of the restricted stock units that fully vest on September 9, 2020. F2 · balance_after: Includes an aggregate of 168,226 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| August 19, 2020 Filed Aug 20, 2020 21:55 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 21,345 | $32.10 | $685,101.93 |
DisclosureSEC source: 0001501134-20-000051 · wf-form4_159796054695717.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,730 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. 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 |
| August 12, 2020 Filed Aug 13, 2020 20:54 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $29.31 | $29,310.00 |
DisclosureSEC source: 0000899243-20-022311 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,075 F1 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F2 · balance_after: Includes an aggregate of 213,640 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| July 14, 2020 Filed Jul 16, 2020 22:51 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $32.50 | $32,500.00 |
DisclosureSEC source: 0000899243-20-019413 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,075 F1 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F2 · balance_after: Includes an aggregate of 213,640 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| June 12, 2020 Filed Jun 17, 2020 01:13 UTC | Invitae Corp NVTA · Entity 95935 | GrantEmployee Stock Option (right to buy) · Derivative | 19,600 | $0.00 Strike: $16.17 | $0.00 |
DisclosureSEC source: 0000899243-20-016780 · doc4.xml · derivative · entry 3 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 Underlying: Common Stock · 19,600 shares Expires 2030-06-12 F5 · derivative.exercise_date: Option vests over four years, with 25% of the shares vesting on June 12, 2021, and 1/48th of the remaining shares vesting monthly thereafter for the remaining three years. Read SEC document |
| June 12, 2020 Filed Jun 17, 2020 01:13 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 59,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-016780 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,075 F3 · 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 June 12, 2021, 2022 and 2023. F4 · balance_after: Includes an aggregate of 213,640 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| June 12, 2020 Filed Jun 17, 2020 01:13 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $16.34 | $16,340.00 |
DisclosureSEC source: 0000899243-20-016780 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,925 F1 · shares: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F2 · balance_after: Includes an aggregate of 154,490 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| May 20, 2020 Filed May 22, 2020 22:00 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 6,177 | $16.70 | $103,160.84 |
DisclosureSEC source: 0000899243-20-014069 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,925 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · price: Represents a weighted average sale price. Actual sale prices ranged from $16.5068 to $17.0558 per share. 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. F3 · balance_after: Includes an aggregate of 154,490 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested Read SEC document |
| May 13, 2020 Filed May 14, 2020 21:04 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $17.56 | $17,560.00 |
DisclosureSEC source: 0000899243-20-013102 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,102 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F2 · balance_after: Includes an aggregate of 172,173 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| April 13, 2020 Filed Apr 14, 2020 22:44 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $12.80 | $12,803.00 |
DisclosureSEC source: 0000899243-20-010732 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,102 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F2 · price: Represents weighted average sale price. Actual sale prices ranged from $12.45 to $13.03. 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. F3 · balance_after: Includes an aggregate of 172,173 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 01:50 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 10,684 | $11.79 | $125,964.36 |
DisclosureSEC source: 0000899243-20-008551 · doc4.xml · nonDerivative · entry 4 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,102 F5 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F6 · 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. F7 · balance_after: Includes an aggregate of 172,173 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 01:50 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 65 | $12.60 | $819.00 |
DisclosureSEC source: 0000899243-20-008551 · doc4.xml · nonDerivative · entry 3 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,786 F2 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 01:50 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 935 | $11.58 | $10,824.96 |
DisclosureSEC source: 0000899243-20-008551 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,851 F2 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $11.20 to $12.00. 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. Read SEC document |
| March 12, 2020 Filed Mar 17, 2020 01:50 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 91,733 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-008551 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,786 F1 · shares: Shares issued upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3 of the remaining award vesting on each of March 12, 2021 and March 12, 2022, subject to continued service with the Issuer through the applicable vesting dates. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:09 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $20.44 | $20,435.00 |
DisclosureSEC source: 0000899243-20-006479 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,053 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F2 · price: Represents weighted average sale price. Actual sale prices ranged from $20.04 to $20.96. 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 within the range indicated. F4 · balance_after: Includes an aggregate of 111,017 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 00:39 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $18.14 | $18,137.40 |
DisclosureSEC source: 0000899243-20-001271 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,053 F1 · kind: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F2 · price: Represents weighted average sale price. Actual sale prices ranged from $17.86 to $18.27. 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 within the range indicated. F4 · balance_after: Includes an aggregate of 111,017 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 23:40 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $17.08 | $17,081.90 |
DisclosureSEC source: 0000899243-19-029319 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,053 F1 · security: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on August 22, 2019. F2 · price: Represents weighted average sale price. Actual sale prices ranged from $16.94 to $17.19. 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 within the range indicated. F4 · balance_after: Includes an aggregate of 111,017 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| November 14, 2019 Filed Nov 16, 2019 02:42 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,788 | $17.46 | $66,122.95 |
DisclosureSEC source: 0000899243-19-027456 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,053 F1 · security: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · price: Represents weighted average sale price. Actual sale prices ranged from $17.26 to $17.65. 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 within the range indicated. F4 · balance_after: Includes an aggregate of 111,017 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 22:00 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,788 | $21.40 | $81,081.00 |
DisclosureSEC source: 0000899243-19-023854 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,841 F1 · security: These sales of common stock were effected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · price: Represents weighted average sale price. Actual sale prices ranged from $21.18 to $21.79. 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 within the range indicated. F4 · balance_after: Includes an aggregate of 111,017 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 22:33 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 22,900 | $25.29 | $579,239.47 |
DisclosureSEC source: 0000899243-19-022243 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,629 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 111,017 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| August 16, 2019 Filed Aug 19, 2019 21:47 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,789 | $24.98 | $94,644.67 |
DisclosureSEC source: 0000899243-19-022064 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,529 F1 · security: These sales of common stock were affected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · 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. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $24.73 to $25.24. F4 · balance_after: Includes an aggregate of 111,017 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 21:49 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,789 | $22.49 | $85,230.90 |
DisclosureSEC source: 0000899243-19-019681 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,318 F1 · security: These sales of common stock were affected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · 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. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $22.28 to $22.76. F4 · balance_after: Includes an aggregate of 157,683 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| June 13, 2019 Filed Jun 15, 2019 01:32 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,789 | $19.36 | $73,355.80 |
DisclosureSEC source: 0000899243-19-017106 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,107 F1 · security: These sales of common stock were affected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · 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. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $18.84 to $19.64. F4 · balance_after: Includes an aggregate of 157,683 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| May 20, 2019 Filed May 23, 2019 00:08 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 6,474 | $18.21 | $117,891.54 |
DisclosureSEC source: 0000899243-19-014402 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,896 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2 · balance_after: Includes an aggregate of 157,683 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| May 15, 2019 Filed May 17, 2019 23:58 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $18.36 | $18,360.00 |
DisclosureSEC source: 0000899243-19-014054 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,370 F1 · security: These sales of common stock were affected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · balance_after: Includes an aggregate of 157,683 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| April 16, 2019 Filed Apr 18, 2019 00:17 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $25.23 | $25,230.00 |
DisclosureSEC source: 0000899243-19-010832 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,370 F1 · security: These sales of common stock were affected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · balance_after: Includes an aggregate of 175,312 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| March 15, 2019 Filed Mar 20, 2019 01:24 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $23.49 | $23,490.00 |
DisclosureSEC source: 0000899243-19-008461 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,370 F1 · security: These sales of common stock were affected pursuant to a Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · balance_after: Includes an aggregate of 170,312 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 00:21 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $19.61 | $19,610.00 |
DisclosureSEC source: 0000899243-19-005553 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,370 F1 · security: These sales of common stock were effected pursuant to Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · balance_after: Includes an aggregate of 175,294 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| January 15, 2019 Filed Jan 16, 2019 21:39 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $13.59 | $13,590.00 |
DisclosureSEC source: 0000899243-19-001288 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,370 F1 · security: These sales of common stock were effected pursuant to Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · balance_after: Includes an aggregate of 175,294 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| December 17, 2018 Filed Dec 20, 2018 01:08 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,000 | $11.44 | $11,437.00 |
DisclosureSEC source: 0000899243-18-031442 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,370 F1 · security: These sales of common stock were effected pursuant to Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · 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. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $10.97 to $11.86. F4 · balance_after: Includes an aggregate of 175,294 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 23:07 UTC | Invitae Corp NVTA · Entity 95935 | Tax withholdingCommon Stock | 1,593 | $12.66 | $20,172.80 |
DisclosureSEC source: 0000899243-18-029174 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,370 F1 · security: These sales of common stock were effected pursuant to Rule 10b5-1 sales plan adopted by the reporting person on September 14, 2018. F2 · 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. F3 · price: Represents weighted average sale price. Actual sale prices ranged from $12.19 to $12.91. F4 · balance_after: Includes an aggregate of 175,294 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| September 09, 2018 Filed Sep 12, 2018 00:55 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 595 | $13.62 | $8,103.90 |
DisclosureSEC source: 0000899243-18-024220 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,963 F1 · shares: Sale was made to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. Read SEC document |
| June 22, 2018 Filed Jun 26, 2018 01:25 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018029 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,558 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: August 15, 2019, 2020 and 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 00:42 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 6,012 | $6.96 | $41,843.52 |
DisclosureSEC source: 0000899243-18-013121 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,558 F1 · shares: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. Read SEC document |
| September 12, 2017 Filed Sep 14, 2017 18:32 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 612 | $9.40 | $5,752.80 |
DisclosureSEC source: 0000899243-17-022059 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,570 F1 · shares: Sale was made to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 01:23 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 911 | $9.50 | $8,655.23 |
DisclosureSEC source: 0000899243-17-004279 · doc4.xml · nonDerivative · entry 2 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,182 F1 · shares: Sale was made in connection with covering tax withholding obligations in connection with the vesting and settlement of the performance based award reported on the first line. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 01:23 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-004279 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,093 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:00 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 52,941 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-002945 · doc4.xml · nonDerivative · entry 1 Stueland Katherine · CIK 0001689575 · Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,941 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, 2018, 2019 and 2020. 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.