STOCK TITAN

Trustee controls a tenth of Prothena (PRTA) stock via trusts

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Prothena Corp Public Ltd Co (PRTA) reports in this amended Schedule 13G that Todd W. Fennell may be deemed the beneficial owner of 5,248,846 Ordinary Shares, held entirely through trusts where he serves as independent trustee. This represents approximately 10.22% of the Ordinary Shares outstanding, based on 51,336,974 shares outstanding as of July 30, 2026. All voting and dispositive authority over these shares is reported as shared, with no sole voting or dispositive power. Fennell disclaims beneficial ownership of shares in which he has no pecuniary interest and expressly disclaims any status as part of a group with any other party.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 5,248,846 Ordinary Shares Ordinary Shares which Todd W. Fennell may be deemed to beneficially own
Ownership percentage 10.22 % Approximate percent of Prothena’s Ordinary Shares outstanding as of July 30, 2026
Shares outstanding 51,336,974 Ordinary Shares Number of Prothena Ordinary Shares outstanding as of July 30, 2026
Trust-held shares (various trusts) 215,000 Ordinary Shares Shares owned by various trusts where Fennell is independent trustee
GRAT-held shares 5,033,846 Ordinary Shares Shares owned by various grantor retained annuity trusts where Fennell is independent trustee
Shared voting power 5,248,846 Ordinary Shares Shares over which Fennell has shared power to vote or direct the vote
Shared dispositive power 5,248,846 Ordinary Shares Shares over which Fennell has shared power to dispose or direct disposition
beneficial owner financial
"The Reporting Person may be deemed to be the beneficial owner of 5,248,846 Ordinary Shares."
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
grantor retained annuity trusts financial
"5,033,846 Ordinary Shares owned in the aggregate by various grantor retained annuity trusts"
A grantor retained annuity trust (GRAT) is an estate-planning tool where an owner transfers assets into a trust and receives fixed payments back for a set number of years; any remaining assets after that period pass to designated beneficiaries. For investors it matters because it can move future investment growth to heirs while potentially reducing gift and estate taxes — like putting a rising asset in a timed box that pays you first and gives the remaining upside to others.
shared voting power financial
"Shared Voting Power 5,248,846.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 5,248,846.00"
pecuniary interest financial
"disclaims beneficial ownership of all Ordinary Shares to which the Reporting Person does not have a pecuniary interest"

FAQ

What percentage of Prothena (PRTA) does Todd W. Fennell report beneficially owning?

Todd W. Fennell reports beneficial ownership of approximately 10.22% of Prothena’s Ordinary Shares. This is based on 5,248,846 shares compared to 51,336,974 shares outstanding as of July 30, 2026.

How many Prothena (PRTA) shares are reported as beneficially owned by Todd W. Fennell?

Todd W. Fennell may be deemed the beneficial owner of 5,248,846 Prothena Ordinary Shares. These are held through various trusts where he serves as independent trustee, and all related voting and dispositive powers are shared, not sole.

How are Todd W. Fennell’s Prothena (PRTA) shares held?

The reported 5,248,846 Prothena shares consist of 215,000 held by various trusts and 5,033,846 held by grantor retained annuity trusts. In each case, Todd W. Fennell serves as an independent trustee with shared voting and dispositive powers.

Does Todd W. Fennell have sole voting or dispositive power over Prothena (PRTA) shares?

No. The filing states 0 shares with sole voting or dispositive power and 5,248,846 shares with shared voting and shared dispositive power. All reported authority is therefore shared rather than held solely by Todd W. Fennell.

What Prothena (PRTA) share count is used to calculate Todd W. Fennell’s ownership percentage?

The ownership percentage is calculated using 51,336,974 Ordinary Shares outstanding as of July 30, 2026. This figure comes from Prothena’s most recent Quarterly Report on Form 10-Q for the quarter ended June 30, 2026.

Does Todd W. Fennell acknowledge being part of a group regarding Prothena (PRTA) shares?

No. The filing states that Todd W. Fennell expressly disclaims any status as a group with any other party and disclaims beneficial ownership of Ordinary Shares in which he does not have a pecuniary interest.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates





G72800108

(CUSIP Number)
08/18/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G



Fennell Todd W.
Signature:/s/ Diana L. Hayes
Name/Title:Attorney-in-fact
Date:08/19/2026

Comments accompanying signature: *Pursuant to a Limited Power of Attorney dated as of September 9, 2025, a copy of which is on file with the Commission.