Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GeneDx Holdings Corp.WGS · Entity 1634 | Chief Operating Officer | March 03, 2026 | March 05, 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.
GeneDx Holdings Corp.
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 10,430 |
Reported balance
After 2026-03-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 10,430 · Balance 10,430 F1: Each restricted stock unit ("RSU") reflected in this row represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration, subject to continued service as described in footnote 2 below. F2: 25% of the award shall vest annually on the anniversary of the grant date, with the first tranche vesting on April 1, 2027, 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") reflected in this row represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration, subject to continued service as described in footnote 2 below.
F2: 25% of the award shall vest annually on the anniversary of the grant date, with the first tranche vesting on April 1, 2027, 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.
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 |
|---|---|---|---|---|---|---|
| March 03, 2026 Filed Mar 5, 2026 17:50 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 10,430 | $0.00 | $0.00 |
DisclosureSEC source: 0002051759-26-000010 · form4-03052026_100352.xml · derivative · entry 1 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,430 Underlying: Class A Common Stock · 10,430 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") reflected in this row represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration, subject to continued service as described in footnote 2 below. F2 · derivative.exercise_date: 25% of the award shall vest annually on the anniversary of the grant date, with the first tranche vesting on April 1, 2027, 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. F2 · derivative.expiration_date: 25% of the award shall vest annually on the anniversary of the grant date, with the first tranche vesting on April 1, 2027, 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. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 16:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 100 | $91.92 | $9,192.00 |
DisclosureSEC source: 0002051759-26-000008 · form4-02062026_090257.xml · nonDerivative · entry 8 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2025. F9 · balance_after: Following the reported transactions, which were undertaken pursuant to the reporting person's 10b5-1 trading plan, the reporting person beneficially owned RSUs representing contingent rights to receive up to an aggregate 28,123 shares of Class A Common Stock, which RSUs vest according to their terms. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 16:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 100 | $90.45 | $9,045.40 |
DisclosureSEC source: 0002051759-26-000008 · form4-02062026_090257.xml · nonDerivative · entry 7 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2025. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.44 to $90.51 per share, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 16:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 328 | $88.66 | $29,081.53 |
DisclosureSEC source: 0002051759-26-000008 · form4-02062026_090257.xml · nonDerivative · entry 6 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 200 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2025. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.34 to $88.80 per share, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 16:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,572 | $87.66 | $137,803.56 |
DisclosureSEC source: 0002051759-26-000008 · form4-02062026_090257.xml · nonDerivative · entry 5 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 528 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2025. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.30 to $88.26 per share, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 16:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 623 | $86.35 | $53,795.93 |
DisclosureSEC source: 0002051759-26-000008 · form4-02062026_090257.xml · nonDerivative · entry 4 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,100 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2025. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.77 to $86.70 per share, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 16:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,034 | $84.93 | $87,815.55 |
DisclosureSEC source: 0002051759-26-000008 · form4-02062026_090257.xml · nonDerivative · entry 3 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,723 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2025. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.50 to $85.41 per share, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 16:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,425 | $83.83 | $119,455.90 |
DisclosureSEC source: 0002051759-26-000008 · form4-02062026_090257.xml · nonDerivative · entry 2 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,757 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2025. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.33 to $84.32 per share, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 16:19 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 779 | $83.04 | $64,684.42 |
DisclosureSEC source: 0002051759-26-000008 · form4-02062026_090257.xml · nonDerivative · entry 1 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,182 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 15, 2025. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.33 to $83.31 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote and in footnotes 3 through 8 of this Form 4. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 19:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,166 | $100.31 | $116,966.82 |
DisclosureSEC source: 0002051759-26-000005 · form4-02042026_120234.xml · nonDerivative · entry 5 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,961 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. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.93 to $100.7675, inclusive. F7 · balance_after: Following the reported sale undertaken to satisfy tax withholding liabilities, in addition to the 5,961 shares of Class A Common Stock beneficially owned by the Reporting Person, the Reporting Person beneficially owned RSUs representing contingent rights to receive up to an aggregate 28,123 shares of Class A Common Stock, which RSUs vest according to their terms. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 19:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 1,662 | $99.40 | $165,198.48 |
DisclosureSEC source: 0002051759-26-000005 · form4-02042026_120234.xml · nonDerivative · entry 4 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,127 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. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.9075 to $99.88, inclusive. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 19:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 492 | $98.61 | $48,516.96 |
DisclosureSEC source: 0002051759-26-000005 · form4-02042026_120234.xml · nonDerivative · entry 3 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,789 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. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.895 to $98.88, inclusive. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 19:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | SaleClass A Common Stock | 93 | $96.77 | $8,999.39 |
DisclosureSEC source: 0002051759-26-000005 · form4-02042026_120234.xml · nonDerivative · entry 2 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,281 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 $96.60 to $96.86, 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 in this footnote and in footnotes 4 through 6 of this Form 4. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 19:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionRestricted Stock Unit · Derivative | 9,374 | $0.00 | $0.00 |
DisclosureSEC source: 0002051759-26-000005 · form4-02042026_120234.xml · derivative · entry 6 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,123 Underlying: Class A Common Stock · 9,374 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. F8 · derivative.exercise_date: 1/4 of the total award vested or vests annually, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on February 1, 2026. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. F8 · derivative.expiration_date: 1/4 of the total award vested or vests annually, subject to the Reporting Person's continued service to the Issuer on each vesting date, and with the first tranche vested on February 1, 2026. These RSUs do not have an expiration date; they either vest or are cancelled prior to the vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 19:30 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | Exercise / conversionClass A Common Stock | 9,374 | $0.00 | $0.00 |
DisclosureSEC source: 0002051759-26-000005 · form4-02042026_120234.xml · nonDerivative · entry 1 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,374 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 17:07 UTC | GeneDx Holdings Corp. WGS · Entity 1634 | GrantRestricted Stock Unit · Derivative | 37,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-001563 · form4-01162025_100112.xml · derivative · entry 1 Dechairo Bryan · CIK 0002051759 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,497 Underlying: Class A Common Stock · 37,497 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: 1/4 of the total RSUs shall vest annually of the total RSUs monthly annually beginning on February 1, 2026 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F2 · derivative.expiration_date: 1/4 of the total RSUs shall vest annually of the total RSUs monthly annually beginning on February 1, 2026 until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. 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.