Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareDx, Inc.CDNA · Entity 4344 | Director | June 11, 2025 | June 13, 2025 |
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 June 11, 2025 · Filed June 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,979 |
Ending reported balance
After 2025-06-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-06-11 · Exercise / conversion · Acquired 15,000 · Balance 68,979 Row 2 · 2025-06-11 · Exercise / conversion · Acquired 4,391 · Balance 73,370 Row 3 · 2025-06-11 · Sale · Disposed 19,391 · Balance 53,979 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.69 to $20.20, inclusive. The reporting person undertakes to provide to CareDx, Inc., any security holder of CareDx, Inc., 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 in this footnote (1) to this Form 4. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.74 · Expires 2028-06-20 | Direct | 0 |
Reported balance
After 2025-06-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-06-11 · Exercise / conversion · Disposed 15,000 · Balance 0 F2: The shares subject to this option vested fully on June 20, 2019. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.96 · Expires 2033-06-16 | Direct | 0 |
Reported balance
After 2025-06-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-06-11 · Exercise / conversion · Disposed 4,391 · Balance 0 F3: The shares subject to this option vested fully on June 16, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.69 to $20.20, inclusive. The reporting person undertakes to provide to CareDx, Inc., any security holder of CareDx, Inc., 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 in this footnote (1) to this Form 4.
F2: The shares subject to this option vested fully on June 20, 2019.
F3: The shares subject to this option vested fully on June 16, 2024.
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 |
|---|---|---|---|---|---|---|
| April 01, 2017 Filed Apr 4, 2017 17:56 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 3,439 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-009311 · doc4.xml · nonDerivative · entry 1 HAGSTROM WILLIAM A · CIK 0001042875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,840 F1 · shares: Represents an automatic, quarterly grant of common stock to the reporting person in lieu of cash for non-employee director compensation pursuant to the issuer's Outside Director Compensation Policy. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 19:41 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 2,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-000335 · doc4.xml · nonDerivative · entry 1 HAGSTROM WILLIAM A · CIK 0001042875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,401 F1 · shares: Represents an automatic, quarterly grant of common stock to the reporting person in lieu of cash for non-employee director compensation pursuant to the issuer's Outside Director Compensation Policy. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 19:48 UTC | CareDx, Inc. CDNA · Entity 4344 | GrantCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-031010 · doc4.xml · nonDerivative · entry 1 HAGSTROM WILLIAM A · CIK 0001042875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,188 F1 · shares: Represents an automatic, quarterly grant of common stock to the reporting person in lieu of cash for non-employee director compensation pursuant to the issuer's Outside Director Compensation Policy. Read SEC document |
| June 17, 2015 Filed Jul 15, 2019 16:22 UTC Amendment | CareDx, Inc. CDNA · Entity 4344 | GrantStock Option (right to buy) · Derivative | 5,255 | $0.00 Strike: $5.85 | $0.00 |
DisclosureSEC source: 0000899243-19-019612 · doc4a.xml · derivative · entry 1 HAGSTROM WILLIAM A · CIK 0001042875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,255 Underlying: Common Stock · 5,255 shares Expires 2025-06-17 F1 · derivative.exercise_price: This amendment is being filed to correct the transaction date, exercise price, date exercisable, expiration date and price of derivative security of the Stock Option (right to buy) reported on the original Form 4. F1 · date: This amendment is being filed to correct the transaction date, exercise price, date exercisable, expiration date and price of derivative security of the Stock Option (right to buy) reported on the original Form 4. F1 · price: This amendment is being filed to correct the transaction date, exercise price, date exercisable, expiration date and price of derivative security of the Stock Option (right to buy) reported on the original Form 4. F1 · derivative.exercise_date: This amendment is being filed to correct the transaction date, exercise price, date exercisable, expiration date and price of derivative security of the Stock Option (right to buy) reported on the original Form 4. F2 · derivative.exercise_date: 1/12th of the shares subject to the option shall vest on July 17, 2015 and 1/12th of the shares subject to the option shall vest monthly thereafter. F1 · derivative.expiration_date: This amendment is being filed to correct the transaction date, exercise price, date exercisable, expiration date and price of derivative security of the Stock Option (right to buy) reported on the original Form 4. 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.