---
schema_version: "secwatch.filing_event.v1"
accession: "0001501134-23-000081"
form_type: "8-K"
ticker: null
cik: "0001501134"
company_name: "Invitae Corp"
filed_at: "2023-09-27T23:59:59+00:00"
generated_at: "2026-06-10T08:10:08.339592+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Invitae appoints Ana Schrank as CFO effective Oct 2, 2023; interim CFO Dickey to consult

## Summary
- Ana Schrank named CFO, effective October 2, 2023; Robert Dickey IV moves to consulting role.
- Schrank previously CFO of Truepill and Collective Health; held finance roles at McKesson.
- Compensation: $460k base salary, 850,000 RSUs (3-year vest), $165k sign-on bonus (repayable if resigns within 12 months).
- Also eligible for $165k retention bonus and annual incentive target of 100% of base salary.

## SEC filing metadata
- accession: 0001501134-23-000081
- form_type: 8-K
- cik: 0001501134
- company_name: Invitae Corp
- filed_at: 2023-09-27T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1501134/000150113423000081/0001501134-23-000081-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1501134/000150113423000081/nvta-20230923.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001501134-23-000081
- JSON: https://secwatch.observer/filing/0001501134-23-000081.json
- Plain text: https://secwatch.observer/filing/0001501134-23-000081.txt

## Key facts
- Executive change
  Robert Dickey IV changed role as Interim Chief Financial Officer at Invitae Corp.
  - Action: transition to consulting role
  - Role: Interim Chief Financial Officer
  source text: On October 2, 2023, Robert Dickey IV, the Company’s current Interim Chief Financial Officer, will transition to a consulting role for the Company.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1501134/000150113423000081/0001501134-23-000081-index.htm
- Executive change
  Ana J. Schrank was appointed as Chief Financial Officer at Invitae Corp.
  - Action: appointed
  - Role: Chief Financial Officer
  source text: On September 23, 2023, the Board of Directors of Invitae Corporation (the “Company”) appointed Ana J. Schrank as Chief Financial Officer of the Company, effective October 2, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1501134/000150113423000081/0001501134-23-000081-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.