Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Invitae CorpNVTA · Entity 95935 | Director · Chief Executive Officer | May 16, 2023 | May 18, 2023 |
| Simpson Manufacturing Co., Inc.SSD · Entity 3689 | Director | May 06, 2026 | May 08, 2026 |
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.
Invitae Corp
Report date May 16, 2023 · Filed May 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,671,610 |
Reported balance
After 2023-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-16 · Sale · Disposed 45,432 · Balance 1,671,610 F1: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. F2: Includes an aggregate of 1,364,900 shares of common stock issuable pursuant to restricted stock units that have not vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the sale of shares to cover tax withholding obligations associated with the vesting and settlement of restricted stock units.
F2: Includes an aggregate of 1,364,900 shares of common stock issuable pursuant to restricted stock units that have not vested.
Simpson Manufacturing Co., Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,775 |
Reported balance
After 2026-05-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 678 · Balance 4,775 F1: At the election of the Reporting Person, the restricted stock units acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will be settled in shares of common stock on a future date selected by the Reporting Person at the time of his or her deferral election. F2: Represents 678 restricted stock units acquired pursuant to the Company's non-employee director compensation policy. F3: Includes 2,828 restricted stock units deferred under the Plan which will settle in shares of common stock pursuant to the applicable terms of the Reporting Person's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: At the election of the Reporting Person, the restricted stock units acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will be settled in shares of common stock on a future date selected by the Reporting Person at the time of his or her deferral election.
F2: Represents 678 restricted stock units acquired pursuant to the Company's non-employee director compensation policy.
F3: Includes 2,828 restricted stock units deferred under the Plan which will settle in shares of common stock pursuant to the applicable terms of the Reporting Person's deferral election.
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 |
|---|---|---|---|---|---|---|
| May 06, 2026 Filed May 8, 2026 20:31 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-032950 · wk-form4_1778272269.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,775 F1 · shares: At the election of the Reporting Person, the restricted stock units acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will be settled in shares of common stock on a future date selected by the Reporting Person at the time of his or her deferral election. F2 · shares: Represents 678 restricted stock units acquired pursuant to the Company's non-employee director compensation policy. F3 · balance_after: Includes 2,828 restricted stock units deferred under the Plan which will settle in shares of common stock pursuant to the applicable terms of the Reporting Person's deferral election. Read SEC document |
| May 06, 2025 Filed May 8, 2025 20:45 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 783 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-25-000089 · wk-form4_1746737134.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,097 F1 · shares: At the election of the Reporting Person, the restricted stock units acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will be settled in shares of common stock on a future date selected by the Reporting Person at the time of his or her deferral election. F2 · shares: Represents 783 restricted stock units acquired pursuant to the Company's non-employee director compensation policy. F3 · balance_after: Includes 2,150 restricted stock units deferred under the Plan which will settle in shares of common stock pursuant to the applicable terms of the Reporting Person's deferral election. Read SEC document |
| May 01, 2024 Filed May 2, 2024 22:39 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-24-000110 · wk-form4_1714689538.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,314 F1 · shares: At the election of the Reporting Person, the restricted stock units acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will be settled in shares of common stock on a future date selected by the Reporting Person at the time of his or her deferral election. F2 · shares: Represents 642 restricted stock units acquired pursuant to the Company's non-employee director compensation policy. F3 · balance_after: Includes 1,367 restricted stock units deferred under the Plan which will settle in shares of common stock pursuant to the applicable terms of the Reporting Person's deferral election. Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:20 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 45,432 | $1.20 | $54,486.60 |
DisclosureSEC source: 0000899243-23-013237 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,671,610 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 1,364,900 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 00:16 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 1,083 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-23-000102 · wf-form4_168264095717870.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,672 F1 · shares: Represents 1,083 restricted stock units acquired pursuant to the Company's non-employee director compensation policy. F2 · shares: At the election of the Reporting Person, a portion of the restricted stock units acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will be settled in shares of common stock on a future date selected by the Reporting Person at the time of his or her deferral election. F3 · balance_after: Includes 725 restricted stock units deferred under the Plan which will settle in shares of common stock pursuant to the applicable terms of the Reporting Person's deferral election. Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 00:28 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 1,200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010813 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,717,042 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3 of the total award vesting on each of May 15, 2024, 2025 and 2026, subject to continued service with the issuer through the applicable vesting dates. F2 · balance_after: Includes an aggregate of 1,538,134 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:22 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 1,853 | $1.41 | $2,612.73 |
DisclosureSEC source: 0000950170-23-008155 · ownership.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,042 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 338,134 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| July 16, 2022 Filed Jul 19, 2022 22:50 UTC | Invitae Corp NVTA · Entity 95935 | GrantEmployee Stock Option (right to buy) · Derivative | 1,000,000 | $0.00 Strike: $2.85 | $0.00 |
DisclosureSEC source: 0000899243-22-026380 · doc4.xml · derivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires 2032-07-16 F1 · derivative.exercise_date: Option vests over four years, with 25% of the shares vesting on July 16, 2023, and 1/48th of the remaining shares vesting monthly thereafter for the remaining three years. Read SEC document |
| May 17, 2022 Filed May 19, 2022 21:45 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 28,295 | $3.81 | $107,806.78 |
DisclosureSEC source: 0000899243-22-018896 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,895 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 345,486 shares of common stock issuable pursuant to previously reported restricted stock units that have not vested. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:44 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 838 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-22-000096 · wf-form4_165186985473297.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,589 F1 · shares: Represents 838 restricted stock units acquired pursuant to the Company's non-employee director compensation policy. Read SEC document |
| April 09, 2022 Filed Apr 12, 2022 20:21 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 225,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-014558 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 547,190 F1 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in three equal installments, with 1/3 of the total award vesting on each of May 15, 2023, 2024 and 2025, subject to continued service with the issuer through the applicable vesting dates. F2 · balance_after: Includes an aggregate of 443,719 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| March 14, 2022 Filed Mar 21, 2022 20:31 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 2,358 | $6.69 | $15,766.53 |
DisclosureSEC source: 0000899243-22-011707 · doc4.xml · nonDerivative · entry 2 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,190 F3 · 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 218,719 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| March 12, 2022 Filed Mar 21, 2022 20:31 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 14,705 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011707 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,548 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, 2023, subject to continued service with the issuer through such vesting date. F2 · balance_after: Includes an aggregate of 218,719 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 21:46 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 751 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-21-000101 · wf-form4_162448478004288.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751 F1 · shares: Represents 751 restricted stock units acquired pursuant to the Company's non-employee director compensation policy. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:52 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 14,874 | $30.30 | $450,686.66 |
DisclosureSEC source: 0000899243-21-024449 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,843 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. 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. F3 · balance_after: Includes an aggregate of 207,745 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| May 18, 2021 Filed May 21, 2021 00:32 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 28,010 | $27.49 | $769,871.66 |
DisclosureSEC source: 0000899243-21-020283 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,717 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 245,245 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| April 30, 2021 Filed May 4, 2021 21:31 UTC | Invitae Corp NVTA · Entity 95935 | GrantEmployee Stock Option (right to buy) · Derivative | 23,200 | $0.00 Strike: $34.90 | $0.00 |
DisclosureSEC source: 0000899243-21-018181 · doc4.xml · derivative · entry 2 Knight Kenneth D. · CIK 0001817388 · Chief Operating 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 21:31 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 44,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-018181 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,727 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 328,578 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| December 24, 2020 Filed Dec 29, 2020 02:39 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 3,622 | $50.50 | $182,911.00 |
DisclosureSEC source: 0000899243-20-035405 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,027 F1 · shares: The sales of common stock were effected pursuant to a Rule 10b-5 sales plan adopted by the reporting person on September 9, 2020. F2 · balance_after: Includes an aggregate of 283,878 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| December 16, 2020 Filed Dec 19, 2020 02:21 UTC | Invitae Corp NVTA · Entity 95935 | SaleCommon Stock | 13,351 | $51.00 | $680,901.00 |
DisclosureSEC source: 0000899243-20-034567 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,649 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 287,500 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 22:31 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-021663 · doc4.xml · nonDerivative · entry 2 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 F3 · shares: Shares issuable upon settlement of a restricted stock unit award that vests in two equal installments, with 1/2 of the total award vesting on each of December 15, 2020 and June 15, 2021, subject to continued service with the Issuer through the applicable vesting dates. F4 · balance_after: Includes an aggregate of 325,000 shares of common stock issuable pursuant to restricted stock units that have not vested. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 22:31 UTC | Invitae Corp NVTA · Entity 95935 | GrantCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-021663 · doc4.xml · nonDerivative · entry 1 Knight Kenneth D. · CIK 0001817388 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 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, 2021, 2022 and 2023, subject to continued service with the Issuer through the applicable vesting dates. F2 · balance_after: Includes 250,000 shares of common stock issuable pursuant to 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.