Insider Trading February 4, 2026

Natera President Sells $830K in Stock as Company Highlights Strong Quarter and Regulatory Moves

John Fesko disposed of 3,594 shares under a pre-arranged 10b5-1 plan to cover RSU tax obligations while Natera reports robust preliminary Q4 results and advances clinical and regulatory programs.

By Maya Rios NTRA
Natera President Sells $830K in Stock as Company Highlights Strong Quarter and Regulatory Moves
NTRA

Natera Inc. President and Chief Business Officer John Fesko sold 3,594 shares of Natera stock on February 3, 2026, in two transactions totaling $830,278. The sales, executed under a Rule 10b5-1 trading plan to satisfy tax liabilities tied to vested restricted stock units granted in 2025 and 2026, leave Fesko with 178,081 shares. The transactions coincide with a string of company developments, including strong preliminary fourth-quarter 2025 revenue and test-volume gains, an FDA premarket approval filing for the Signatera CDx test supported by IMvigor011 data, completion of ACES-EMB enrollment for Prospera Heart, planned presentation of EXPAND fetal screening data, and introduction of an AI model to enhance cancer recurrence assessment.

Key Points

  • Natera President and Chief Business Officer John Fesko sold 3,594 shares on February 3, 2026, in two trades totaling $830,278 and now directly owns 178,081 shares.
  • Sales were executed under a pre-arranged Rule 10b5-1(c) trading plan to satisfy tax obligations tied to RSUs granted on January 31, 2025, and January 30, 2026.
  • Natera reported preliminary Q4 2025 revenue growth near 40% year-over-year and a 17% rise in test volume; the company has also filed an FDA premarket approval application for Signatera CDx and completed enrollment in the ACES-EMB trial.

Natera Inc. (NASDAQ: NTRA) President and Chief Business Officer John Fesko executed the sale of 3,594 shares of company stock on February 3, 2026, according to a Form 4 filing with the SEC. The disposition occurred in two separate trades that together generated $830,278 in proceeds.

The first sale comprised 1,179 shares at $230.768 per share. The second transaction was for 2,415 shares at $231.14 per share. After these transactions, the filing shows Fesko continues to directly hold 178,081 shares of Natera common stock.

Footnotes in the Form 4 indicate the stock sales were made to satisfy tax obligations stemming from the vesting of restricted stock units (RSUs). The RSU grants cited in the filing were dated January 31, 2025, and January 30, 2026. The sales were carried out under a pre-arranged trading plan that complies with Rule 10b5-1(c) of the Securities Exchange Act, as noted in the filing.


These insider transactions come as Natera reported a series of operational and clinical developments in recent communications. The company said preliminary fourth-quarter 2025 results point to revenue growth of nearly 40% year-over-year, a performance that surpassed analyst expectations, according to the company update referenced in the filing. Natera also reported a 17% increase in test volume during the same period.

Following those results, Canaccord Genuity has maintained its Buy rating on Natera and left its price target at $285.00.

On the regulatory and clinical front, Natera has submitted a premarket approval application to the U.S. Food and Drug Administration for its Signatera CDx test, designed to detect molecular residual disease in bladder cancer patients. The submission is supported by data from the phase 3 IMvigor011 clinical trial, which the company reports showed significant improvements in both disease-free and overall survival for certain patient subsets.

Separately, Natera indicated it has completed enrollment for the ACES-EMB trial, which evaluates the Prospera Heart test as a potential replacement for invasive biopsies in monitoring heart transplant patients. The company also plans to present findings from its EXPAND trial, which focuses on fetal genetic screening, at the Society for Maternal-Fetal Medicine meeting in 2026.

In addition to its clinical pipeline, Natera introduced a new artificial intelligence model intended to enhance cancer recurrence risk assessment by integrating multiple data sources to improve the performance of its Signatera MRD test.

Details in the SEC filing frame Fesko's sales as transactional steps tied to RSU vesting and tax liabilities and executed under an established trading arrangement. The filing does not indicate any other motivations or additional transactions beyond the two sales on February 3, 2026, and the retained share position reported afterward.


Investors and market participants will likely note both the insider activity and the company-level developments recorded alongside it. The filing provides a transparent account of the mechanics behind the share sales, while the company disclosures outline progress across revenue, clinical trials, regulatory filings, and technology initiatives.

Risks

  • Insider stock sales - while attributed in filing to RSU tax obligations - can create perception risk among investors in the biotech and healthcare sectors regarding executive holdings and timing of disposals.
  • Regulatory outcome uncertainty for the Signatera CDx premarket approval application - the filing confirms submission but does not indicate an approval decision, introducing uncertainty for the medical diagnostics and biotech markets.
  • Clinical trial applicability - IMvigor011 results cited showed significant improvements for certain patients, which suggests benefits may be limited to specific patient subgroups rather than all patients, affecting the market potential for Signatera CDx.

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