Insider Trading January 22, 2026

Natera Executive Divests $4.6 Million in Shares Amid Strong Q4 Performance

Chief Legal Officer Daniel Rabinowitz Completes Significant Stock Sale as Company Reports Robust Growth and Advances Cancer Diagnostics

By Derek Hwang NTRA
Natera Executive Divests $4.6 Million in Shares Amid Strong Q4 Performance
NTRA

Daniel Rabinowitz, Natera's SEC and Chief Legal Officer, sold nearly $4.6 million worth of company stock over two days in January 2026 while also acquiring shares through restricted stock unit exercises. This insider activity follows Natera's impressive preliminary fourth-quarter financial results and announcements of innovative developments in cancer diagnostics and maternal-fetal genetic screening.

Key Points

  • Natera's Chief Legal Officer Daniel Rabinowitz sold 19,672 shares valued at approximately $4.6 million between January 20-21, 2026, while simultaneously acquiring 856 shares via restricted stock units.
  • The company reported strong preliminary financial results for Q4 2025, expecting a nearly 40% year-over-year revenue rise and a 17% increase in test volumes, exceeding analyst expectations.
  • Natera is advancing diagnostic technologies through an AI-enhanced molecular residual disease assessment model and is involved in clinical collaborations including a phase 3 trial with Exelixis and the EXPAND fetal genetic screening trial.

Daniel Rabinowitz, serving as both SEC and Chief Legal Officer at Natera, Inc. (NASDAQ:NTRA), executed sales of his common stock holdings totaling approximately $4.6 million during January 20 and 21, 2026. The transactions involved selling 19,672 shares at prices ranging from $234.7384 to $235 per share.

According to a Form 4 filed with the U.S. Securities and Exchange Commission, Rabinowitz sold 19,234 shares on January 20 at $234.7384 each. The following day, he disposed of an additional 438 shares, selling at $235 per share.

In addition to divesting shares, Rabinowitz also acquired 856 shares through the exercise of restricted stock units on January 20. These units were exercised at no cost, in line with company compensation policies.

In parallel with these insider transactions, Natera disclosed provisional financial results for the fourth quarter of 2025, highlighting substantial growth metrics. The company anticipates a near 40% year-over-year revenue increase, significantly outperforming analyst expectations. Correspondingly, test volume rose by about 17% during the quarter, reflecting robust operational activity.

Furthermore, Natera announced a collaborative initiative with Exelixis targeting stage 3 clinical trials for colorectal cancer. This partnership centers on using Natera's Signatera molecular residual disease (MRD) assay to identify eligible patients exhibiting residual disease after treatment, which could influence trial enrollment criteria.

Following these developments, Canaccord Genuity reaffirmed its Buy rating on Natera's stock and maintained a price target of $285.00, citing the strong preliminary results as an underpinning for optimism.

Advancing its diagnostic capabilities, Natera introduced a novel multi-modal artificial intelligence (AI) model designed to enhance assessments of molecular residual disease in cancer patients. This AI model synthesizes multiple data types, including circulating tumor DNA measurements and digital pathology imagery, to augment the accuracy and utility of the Signatera MRD test.

The company is also preparing to present data from its EXPAND clinical trial focused on fetal genetic screening at an upcoming Society for Maternal-Fetal Medicine conference. The EXPAND trial aims to validate a screening tool capable of identifying inherited disease-causing genetic variants in fetuses, potentially advancing prenatal diagnostics.

Moreover, recent research published in JAMA Oncology demonstrated improved survival rates among colorectal cancer patients treated with celecoxib, wherein Natera's Signatera assay contributed to monitoring minimal residual disease, underscoring its clinical relevance.

Risks

  • The insider sale by a top executive could be perceived as a lack of confidence, potentially impacting investor sentiment despite strong company performance.
  • The advanced diagnostics and ongoing clinical trials carry inherent development and regulatory risks that could affect future commercial success and revenue growth.
  • The reliance on collaborative clinical studies and the adoption of new AI methods present execution and technological risks that might influence anticipated outcomes in cancer and prenatal diagnostics.

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