Insider Trading January 22, 2026

Natera Co-Founder Sheena Jonathan Disposes of $1.44 Million in Shares Amid Positive Fourth-Quarter Outlook

Significant insider stock sales coincide with strong preliminary earnings and new clinical collaborations

By Hana Yamamoto NTRA
Natera Co-Founder Sheena Jonathan Disposes of $1.44 Million in Shares Amid Positive Fourth-Quarter Outlook
NTRA

Sheena Jonathan, co-founder of Natera, Inc., executed sales of 3,664 shares of the company's common stock worth approximately $1.44 million over two days in January 2026. The transactions occurred alongside the company's disclosure of promising preliminary fourth-quarter results, a strategic collaboration with Exelixis for a colorectal cancer trial, and advancements in molecular residual disease testing.

Key Points

  • Co-founder Sheena Jonathan sold 3,664 Natera shares for approximately $1.44 million in late January 2026, with transactions spanning prices from $234.12 to $235.82 per share.
  • Natera reported strong preliminary fourth-quarter 2025 revenue growth of nearly 40% year-over-year, surpassing analyst expectations, supported by a 17% increase in test volume.
  • The company announced a new partnership with Exelixis for a phase 3 trial in colorectal cancer, introduced an AI model for enhanced molecular residual disease testing, and demonstrated clinical utility in JAMA Oncology publications.

Natera, Inc. (NASDAQ: NTRA) co-founder Sheena Jonathan sold a total of 3,664 shares of the company's common stock during January 20 and 21, 2026, accruing roughly $1.44 million from the transactions. The share prices during these sales fluctuated between $234.1157 and $235.8183 per share.

On January 20, Jonathan sold 2,981 shares at an average price of $234.7384. The following day, she distributed multiple sales: 93 shares at $235 each, 2,470 shares at a weighted mean price of $234.1157 (with individual prices ranging from $234.04 to $234.87), and 600 shares at an average price of $235.8183 (price range of $235.5650 to $236.1850). Additionally, on January 20, she exercised 191 Restricted Stock Units (RSUs), each convertible into one share of Natera common stock.

Post these trades, Jonathan's direct holdings in Natera stood at 264,078 shares. She also retains indirect ownership of 22,532 shares through each of two separate trusts: Caraluna 1 Trust and Caraluna 2 Trust.

Concurrently, Natera announced impressive preliminary fourth-quarter 2025 performance figures, forecasting a revenue surge near 40% compared to the previous year, exceeding analyst predictions. This revenue growth was supported by a 17% increase in test volume, reflecting heightened demand for the company's diagnostic offerings.

Financial analysts at Canaccord Genuity affirmed their Buy rating on Natera, setting a price target of $285.00, citing strong preliminary financial data. Meanwhile, the company disclosed a collaborative effort with biopharmaceutical firm Exelixis on a pivotal phase 3 clinical trial targeted at colorectal cancer patients. This study leverages Natera’s Signatera test technology to detect molecular residual disease—indicating minimal residual cancer presence post-treatment.

Furthering innovation, Natera introduced a novel artificial intelligence (AI) model to augment molecular residual disease assessment in cancer patients. This model synthesizes multiple data modalities to enhance the accuracy and robustness of the Signatera MRD test.

Highlighting its academic impact, the Signatera test was employed in a clinical study published in JAMA Oncology. The research demonstrated survival improvements among colorectal cancer patients treated with the drug celecoxib, further underscoring the clinical utility of Natera's technologies.

Looking ahead, Natera plans to present findings from its EXPAND clinical trial related to fetal genetic screening at the upcoming 2026 Society for Maternal-Fetal Medicine meeting, signaling ongoing progress in prenatal diagnostics.

Risks

  • Insider stock sales may signal varying confidence levels among company leadership, which can influence investor sentiment in the healthcare and diagnostics sectors.
  • Dependence on successful clinical trials and regulatory approvals for new products like Signatera and its AI augmentation introduces developmental risk.
  • Market reliance on continued revenue growth and test volume expansion exposes Natera to potential volatility if these metrics fail to meet expectations.

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