Katherine Stueland, CEO of GeneDx Holdings Corp. (WGS 1.09%), executed an open-market sale of 2,158 shares on October 29, 2025, following an option exercise as disclosed in this SEC Form 4 filing.
Transaction summary
| Metric | Value |
|---|---|
| Shares sold | 2,158 |
| Transaction value | ~$294,654 |
| Post-transaction shares | 3,436 |
| Post-transaction value (direct ownership) | ~$470,000 |
Transaction value calculated using the SEC Form 4 weighted average purchase price of $136.54.
Key questions
How does this transaction compare to Katherine Stueland's prior trading activity?
The sale of 2,158 shares was smaller than her recent median sell trade of 10,079 shares, based on transactions from November 18, 2024 to October 29, 2025. However, this sale represented 38.58% of her remaining direct holdings as of October 29, 2025, reflecting a reduced share base following substantial prior sales.
What was the context and structure of this transaction?
The transaction involved exercising options on 3,874 underlying shares, with 2,158 shares immediately sold in the open market on October 29, 2025.
What is Katherine Stueland's current ownership and option position following this transaction?
Following the sale, her direct ownership stands at 3,436 shares (approximately $470,000 as of October 29, 2025).
How does the timing of this transaction relate to GeneDx Holdings Corp.'s recent stock performance?
The transaction took place when shares were priced at $136.54 on October 29, 2025. The stock was up about 71% year to date on the day Stueland sold.
Company overview
| Metric | Value |
|---|---|
| Price (as of market close 10/29/25) | $136.54 |
| Market capitalization | $4.05 billion |
| Revenue (TTM) | $402.19 million |
| 1-year price change | 84.01% |
Company snapshot
GeneDX serves healthcare providers, payers, and research organizations seeking advanced analytics for disease understanding and patient management. The company offers health intelligence solutions leveraging artificial intelligence (AI) and machine learning, with core products including the Centrellis platform for integrating clinical and genomic data.
The company operates a data-driven business model focused on transforming multidimensional clinical and genomic information into actionable insights for healthcare providers. Its competitive edge lies in its ability to synthesize complex data sets for personalized healthcare solutions.
NASDAQ: WGS
Key Data Points
Foolish take
Stueland's late-October move was part of a "sell-to-cover" transaction. She added 3,874 shares on the same day, converting restricted stock units into common stock. The subsequent stock sale covered tax withholding obligations and, according to the SEC filing, "does not represent a discretionary transaction by the Reporting Person." In fact, Stueland's holdings following the transaction appear relatively unchanged.
GeneDX stock has been a standout performer this year, returning about 107% as of Dec. 9, trouncing the S&P 500's return of 12.4%. Its success hinges on its application of artificial intelligence to genomic testing, powering products that can examine, research, and treat diseases. Spending on artificial intelligence and its adjacent elements has been a major market trend in recent years, and the health care industry offers huge opportunity. According to McKinsey, "[Health services and technology] revenue pools are expected to grow at an 8 percent CAGR from 2023 to 2028, underpinned by double-digit growth in software platforms and advanced data and analytics through sales of innovative technologies (for example, generative AI) to providers and payers."
Glossary
Open-market sale: The sale of securities on a public exchange at market prices, not through private negotiation.
Option exercise: When an individual uses their right to buy shares at a set price under a stock option plan.
SEC Form 4: A regulatory filing disclosing insider trades by company officers, directors, or significant shareholders.
Weighted average purchase price: The average price paid per share, weighted by the number of shares bought at each price.
Direct ownership: Shares held and controlled directly by an individual, not through intermediaries or trusts.
Underlying shares: Shares that can be acquired when a stock option or similar security is exercised.
Insider trading activity: Buying or selling a company’s securities by its executives, directors, or major shareholders.
TTM: The 12-month period ending with the most recent quarterly report.
Health intelligence: The use of data analytics and technology to generate actionable insights for healthcare decision-making.
Genomic data: Information derived from an individual’s DNA, used for medical analysis or research.
