Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareDx, Inc.CDNA · Entity 4344 | Chief Financial Officer | February 02, 2026 | February 04, 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.
CareDx, Inc.
Report date February 02, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,016 |
Ending reported balance
After 2026-02-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-02 · Grant · Acquired 33,000 · Balance 75,000 F1: The reported securities are represented by restricted stock units ("RSUs"), of which one-third will vest on April 6, 2027 and the remaining two-thirds will vest in equal quarterly installments thereafter on the last day of each of the subsequent eight quarters, rounded down to the nearest whole share until the last such installment, such that one-hundred percent of the RSUs will be vested on the third anniversary of April 6, 2027, subject to the Reporting Person's continuous employment on each applicable vesting date. Row 2 · 2026-02-02 · Grant · Acquired 7,875 · Balance 82,875 F2: The reported securities were subject to a performance restricted stock unit ("PRSU") award that was initially granted on February 1, 2025, and were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Compensation and Human Capital Committee of the Issuer's Board of Directors on February 2, 2026. Row 3 · 2026-02-02 · Tax withholding · Disposed 3,859 · Balance 79,016 F3: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of PRSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are represented by restricted stock units ("RSUs"), of which one-third will vest on April 6, 2027 and the remaining two-thirds will vest in equal quarterly installments thereafter on the last day of each of the subsequent eight quarters, rounded down to the nearest whole share until the last such installment, such that one-hundred percent of the RSUs will be vested on the third anniversary of April 6, 2027, subject to the Reporting Person's continuous employment on each applicable vesting date.
F2: The reported securities were subject to a performance restricted stock unit ("PRSU") award that was initially granted on February 1, 2025, and were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Compensation and Human Capital Committee of the Issuer's Board of Directors on February 2, 2026.
F3: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of PRSUs.
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 |
|---|---|---|---|---|---|---|
| February 02, 2026 Filed Feb 4, 2026 21:23 UTC | CareDx, Inc. CDNA · Entity 4344 | Tax withholdingCommon Stock | 3,859 | $20.42 | $78,800.78 |
DisclosureSEC source: 0002079385-26-000001 · form4-02042026_090256.xml · nonDerivative · entry 3 SMITH NATHAN · CIK 0002079385 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,016 F3 · shares: These shares were withheld by the Issuer in order to satisfy certain tax withholding obligations in connection with the issuance of shares upon the vesting of PRSUs. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:23 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 7,875 | $0.00 | $0.00 |
DisclosureSEC source: 0002079385-26-000001 · form4-02042026_090256.xml · nonDerivative · entry 2 SMITH NATHAN · CIK 0002079385 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,875 F2 · shares: The reported securities were subject to a performance restricted stock unit ("PRSU") award that was initially granted on February 1, 2025, and were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Compensation and Human Capital Committee of the Issuer's Board of Directors on February 2, 2026. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:23 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 33,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002079385-26-000001 · form4-02042026_090256.xml · nonDerivative · entry 1 SMITH NATHAN · CIK 0002079385 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 F1 · shares: The reported securities are represented by restricted stock units ("RSUs"), of which one-third will vest on April 6, 2027 and the remaining two-thirds will vest in equal quarterly installments thereafter on the last day of each of the subsequent eight quarters, rounded down to the nearest whole share until the last such installment, such that one-hundred percent of the RSUs will be vested on the third anniversary of April 6, 2027, subject to the Reporting Person's continuous employment on each applicable vesting date. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:35 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-021431 · form4-08112025_080811.xml · nonDerivative · entry 1 SMITH NATHAN · CIK 0002079385 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,000 F1 · shares: The reported securities are represented by restricted stock units ("RSUs"). Pursuant to the terms of the RSU, 25% of the total number of shares underlying the RSU shall vest on August 7, 2026, and 1/16th of the total number of shares underlying the RSU shall vest in quarterly installments thereafter until fully vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F2 · price: Each RSU represents a contingent right to receive 1 share of the Issuer's Common Stock upon settlement for no consideration. 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.