SEC ownership of Invitae Corp

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001501134.

Comparable stake leader

Kenneth D. Knight

Disclosed value leader

Kenneth D. Knight

Comparable rows

0/18

Latest evidence

20 Dec 2023

Top shareholders Insider holders Latest transactions
Parsed ownership sources
3/4/5
Largest SEC-reported holder
Kenneth D. Knight
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
20 Dec 2023
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001501134
Issuer location
San Francisco, CA

Ownership snapshot

Top shareholders of Invitae Corp (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Kenneth D. Knight
Disclosed value leader
Kenneth D. Knight
Comparable rows
0/18
Latest evidence
20 Dec 2023
3/4/5 Highest disclosed value: $1,083,203 18 rows are not safely comparable across share classes. Showing 1-8 of 18 holder rows.

Quick read

Kenneth D. Knight has the largest disclosed position value at $1.08M.

0 of 18 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Kenneth D. Knight's linked filing trail.
Disclosed position value Top 5
Kenneth D. Knight $1.08M
Thomas R. Brida $593.7K
Ana J. Schrank $550.8K
David Sholehvar $550.8K
Robert M. Guigley $550.8K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 18 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Kenneth D. Knight
3/4/5
Chief Executive Officer, Director
3/4/5
—
class O/S missing
$1,083,203
1,671,610 shares
 — 16 May 2023
Thomas R. Brida
3/4/5
General Counsel, Chief Compliance Officer and Secretary
3/4/5
—
class O/S missing
$593,687
916,183 shares
 — 20 Dec 2023
Ana J. Schrank
3/4/5
Chief Financial Officer
3/4/5
—
class O/S missing
$550,800
850,000 shares
 — 02 Oct 2023
David Sholehvar
3/4/5
Chief Operating Officer
3/4/5
—
class O/S missing
$550,800
850,000 shares
 — 13 Nov 2023
Robert M. Guigley
3/4/5
Chief Commercial Officer
3/4/5
—
class O/S missing
$550,800
850,000 shares
 — 23 Sep 2023
Sean E. George
3/4/5
Director
3/4/5
—
class O/S missing
$474,775
732,677 shares
 — 16 Dec 2022
Yafei Wen
3/4/5
Chief Financial Officer
3/4/5
—
class O/S missing
$453,792
700,297 shares
 — 16 May 2023
Robert L. Nussbaum
3/4/5
Chief Medical Officer
3/4/5
—
class O/S missing
$357,658
551,941 shares
 — 20 Dec 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 11 Jun 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 20 reporting-owner rows connected to Invitae Corp. Open a relationship link for the CIK-to-CIK filing trail.

Rows
20
Largest Forms 3/4/5 holder
Kenneth D. Knight
Net 12M change
$0
Latest report
20 Dec 2023
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Kenneth D. Knight Chief Executive Officer, Director $1,083,203 Mixed 16 May 2023
Thomas R. Brida General Counsel, Chief Compliance Officer and Secretary $593,687 Mixed 20 Dec 2023
Ana J. Schrank Chief Financial Officer $550,800 Mixed 02 Oct 2023
David Sholehvar Chief Operating Officer $550,800 Mixed 13 Nov 2023
Robert M. Guigley Chief Commercial Officer $550,800 Mixed 23 Sep 2023
Sean E. George Director $474,775 Mixed 16 Dec 2022
Yafei Wen Chief Financial Officer $453,792 Mixed 16 May 2023
Robert L. Nussbaum Chief Medical Officer $357,658 Mixed 20 Dec 2023
Robert F. Werner Chief Accounting Officer $229,877 Mixed 16 May 2023
Shelly D. Guyer Chief Financial Officer $156,800 Mixed 14 Jun 2021
Randal W. Scott Director $143,352 Mixed 27 Apr 2023
Katherine Stueland Chief Commercial Officer $138,822 Mixed 14 Jun 2021
William H. Osborne Director $102,676 Mixed 27 Apr 2023
Geoffrey Crouse Director $84,422 Mixed 27 Apr 2023
Eric Aguiar Director $81,209 Mixed 27 Apr 2023
Chitra Nayak Director $71,942 Mixed 27 Apr 2023
Kimber D. Lockhart Director $71,942 Mixed 27 Apr 2023
Christine Marie Gorjanc Director $71,942 Mixed 27 Apr 2023
Jeff Parsons Interim Chief Accounting Officer Exhibit List: Exhibit 24 - Power of Attorney Mixed 01 Jul 2023
Robert Dickey IV Interim Chief Financial Officer Exhibit List: Exhibit 24 - Power of Attorney Mixed 14 Aug 2023

Recent insider transactions for Invitae Corp

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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