Natera co-founder sells shares for tax withholding
Natera, Inc. director and co-founder Jonathan Sheena sold 109 shares of Common Stock on 2026-08-03 at $267.9893 per share.
Rhea-AI Filing Summary
Natera, Inc. director and co-founder Jonathan Sheena sold 109 shares of Common Stock on 2026-08-03 at $267.9893 per share. The sale was effected to satisfy tax withholding and remittance obligations arising from the vesting of RSUs and was carried out pursuant to a written instruction intended to meet the affirmative defense conditions of Rule 10b5-1(c), contained in a Stock Unit Agreement granted on January 31, 2025. Following the sale, Sheena held 245,614 shares directly. Separate holdings of 18,032 shares each are reported for the Caraluna 1 Trust and Caraluna 2 Trust for the benefit of trust beneficiaries, with Sheena disclaiming beneficial ownership of those securities.
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Insider Trade Summary 10b5-1
Net Seller: 109 shares
Net Sell
3 txns
Insider
Sheena Jonathan
Role
Director
Sold
109 shs ($29K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1 | 109 | $267.9893 | $29K |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 245,614 shares (Direct);
Common Stock — 18,032 shares (Indirect, By Caraluna 1 Trust);
Common Stock — 18,032 shares (Indirect, By Caraluna 2 Trust)
Footnotes (2)
- F1. The sale of shares was effected in order to satisfy tax withholding and remittance obligations in connection with the vesting of RSUs and was made pursuant to a written instruction that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act contained in the Reporting Person's Stock Unit Agreement granted on January 31, 2025.
- F2. Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities.
Key Figures
Shares sold: 109 shares
Sale price per share: $267.9893
Direct holdings after transaction: 245,614 shares
+2 more
5 metrics
Shares sold
109 shares
Common Stock sale on 2026-08-03
Sale price per share
$267.9893
Per-share price for the 109-share sale on 2026-08-03
Direct holdings after transaction
245,614 shares
Direct Common Stock position following the 109-share sale
Caraluna 1 Trust holdings
18,032 shares
Held for trust beneficiaries; reporting person disclaims beneficial ownership
Caraluna 2 Trust holdings
18,032 shares
Held for trust beneficiaries; reporting person disclaims beneficial ownership
Key Terms
Rule 10b5-1(c), tax withholding, RSUs, beneficial ownership, +1 more
5 terms
Rule 10b5-1(c) regulatory
"intended to satisfy the affirmative defense conditions of Rule 10b5-1(c)"
Rule 10b5-1(c) is an SEC guideline that lets company insiders set up a written, pre-planned schedule to buy or sell their company stock when they are not in possession of material, nonpublic information. For investors, it matters because such plans can reduce the appearance of insider trading by separating decisions from inside knowledge—like putting your trades on autopilot—while also requiring scrutiny since pre-planned trades can still affect market confidence and share value.
tax withholding financial
"effected in order to satisfy tax withholding and remittance obligations"
Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.
RSUs financial
"obligations in connection with the vesting of RSUs and was made"
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
beneficial ownership regulatory
"The Reporting Person disclaims beneficial ownership over such securities"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Stock Unit Agreement financial
"contained in the Reporting Person's Stock Unit Agreement granted on January 31, 2025"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Natera (NTRA) co-founder Jonathan Sheena report?
Jonathan Sheena reported selling 109 shares of Natera Common Stock on 2026-08-03 at $267.9893 per share. The sale was conducted to cover tax withholding and remittance obligations tied to the vesting of RSUs under a pre-arranged instruction in a stock unit agreement.
What was the purpose of the Natera (NTRA) stock sale reported by Jonathan Sheena?
The 109-share sale was executed to satisfy tax withholding and remittance obligations associated with the vesting of RSUs. It was carried out under a written 10b5-1-compliant instruction embedded in a Stock Unit Agreement granted on January 31, 2025, rather than as a discretionary trade.
AI-generated analysis. How Rhea-AI works. Not financial advice.
