Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Natera, Inc.
Report date May 16, 2019 · Filed November 27, 2019
Section 16 reporting ended · disclosed 2019-11-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,278 |
Reported balance
After 2019-05-16 transaction · row 1
1 source rowRow 1 · 2019-05-16 · Exercise / conversion · Acquired 7,278 · Balance 7,278 F1: Represents the full vesting and settlement of Restricted Stock Units ("RSUs"), on May 16, 2019. F2: Each RSU represents a contingent right to receive one share of the common stock of the issuer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-05-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-05-16 · Exercise / conversion · Disposed 7,278 · Balance 0 F2: Each RSU represents a contingent right to receive one share of the common stock of the issuer. F3: The RSUs vested in full as of the date of the annual stockholder meeting, May 16, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the full vesting and settlement of Restricted Stock Units ("RSUs"), on May 16, 2019.
F2: Each RSU represents a contingent right to receive one share of the common stock of the issuer.
F3: The RSUs vested in full as of the date of the annual stockholder meeting, May 16, 2019.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 16, 2019 Filed Nov 27, 2019 23:09 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionRestricted Stock Unit · Derivative | 7,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-012128 · edgar.xml · derivative · entry 2 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,278 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the common stock of the issuer. F3 · derivative.exercise_date: The RSUs vested in full as of the date of the annual stockholder meeting, May 16, 2019. F3 · derivative.expiration_date: The RSUs vested in full as of the date of the annual stockholder meeting, May 16, 2019. Read SEC document |
| May 16, 2019 Filed Nov 27, 2019 23:09 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionCommon Stock | 7,278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-012128 · edgar.xml · nonDerivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,278 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the full vesting and settlement of Restricted Stock Units ("RSUs"), on May 16, 2019. F2 · price: Each RSU represents a contingent right to receive one share of the common stock of the issuer. Read SEC document |
| April 12, 2019 Filed Apr 17, 2019 01:26 UTC | Natera, Inc. NTRA · Entity 2635 | GrantRestricted Stock Units · Derivative | 7,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005047 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,278 Underlying: Common Stock · 7,278 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Common Stock of the Issuer. F2 · derivative.exercise_date: The RSUs will vest and become exercisable in full on the earlier of (x) the date that is 12 months following the date of grant (April 12, 2019) or (y) the date of the annual stockholder meeting next following the grant. The RSU shares will become fully vested and exercisable in the event that the Company is subject to a change in control. F2 · derivative.expiration_date: The RSUs will vest and become exercisable in full on the earlier of (x) the date that is 12 months following the date of grant (April 12, 2019) or (y) the date of the annual stockholder meeting next following the grant. The RSU shares will become fully vested and exercisable in the event that the Company is subject to a change in control. Read SEC document |
| January 25, 2019 Filed Feb 1, 2019 22:50 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 1,774 | $7.89 Strike: $13.60 | $13,996.86 |
DisclosureSEC source: 0001179110-19-001178 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,774 Underlying: Common Stock · 1,774 shares Expires 2029-01-24 F1 · shares: The option was issued to the Reporting Person in lieu of retainer fees of $14,000.00, for service on the Issuer's Board of Directors. F2 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 21:15 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 1,165 | $12.01 Strike: $20.27 | $13,991.65 |
DisclosureSEC source: 0001179110-18-012395 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,165 Underlying: Common Stock · 1,165 shares Expires 2028-10-25 F1 · shares: The option was issued to the Reporting Person in lieu of retainer fees of $14,000.00, for service on the Issuer's Board of Directors. F2 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 22:45 UTC | Natera, Inc. NTRA · Entity 2635 | GrantRestricted Stock Units · Derivative | 5,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011539 · edgar.xml · derivative · entry 2 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,785 Underlying: Common Stock · 5,785 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Common Stock of the Issuer. F3 · derivative.exercise_date: The RSUs will vest and become exercisable in full on the earlier of (x) the date that is 12 months following the date of grant (September 14, 2018) or (y) the date of the annual stockholder meeting next following the grant. The RSU shares will become fully vested and exercisable in the event that the Company is subject to a change in control. F3 · derivative.expiration_date: The RSUs will vest and become exercisable in full on the earlier of (x) the date that is 12 months following the date of grant (September 14, 2018) or (y) the date of the annual stockholder meeting next following the grant. The RSU shares will become fully vested and exercisable in the event that the Company is subject to a change in control. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 22:45 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 11,169 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001179110-18-011539 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,169 Underlying: Common Stock · 11,169 shares Expires 2028-09-13 F1 · derivative.exercise_date: The option shares will vest and become exercisable in full on the earlier of (x) the date that is 12 months following the date of grant (September 14, 2018) or (y) the date of the annual stockholder meeting next following the grant. The option shares will become fully vested and exercisable in the event that the Company is subject to a change in control. Read SEC document |
| September 14, 2018 Filed Apr 17, 2019 01:21 UTC Amendment | Natera, Inc. NTRA · Entity 2635 | GrantRestricted Stock Units · Derivative | 5,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005040 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,785 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Common Stock of the Issuer. F2 · derivative.exercise_date: The RSUs will vest and become exercisable in full on the earlier of (x) the date that is 12 months following the date of grant (September 14, 2018) or (y) the date of the annual stockholder meeting next following the grant. The RSU shares will become fully vested and exercisable in the event that the Company is subject to a change in control. F2 · derivative.expiration_date: The RSUs will vest and become exercisable in full on the earlier of (x) the date that is 12 months following the date of grant (September 14, 2018) or (y) the date of the annual stockholder meeting next following the grant. The RSU shares will become fully vested and exercisable in the event that the Company is subject to a change in control. F3 · balance_after: The grant of Restricted Stock Units on September 14, 2018 were not granted on September 14, 2018 and was reported in error. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 22:50 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 128,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011022 · edgar.xml · nonDerivative · entry 3 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,017 F4 · kind: Pro rata distribution of 127,678 shares from Claremont Creek Partners, L.L.C., and 707 shares from Claremont Creek Partners II, L.L.C., of which the reporting person holds an economic interest in each entity. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 22:50 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 44,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011022 · edgar.xml · nonDerivative · entry 2 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 49,513 F3 · kind: Pro rata distribution from Claremont Creek Partners Fund, L.P., of which the reporting person's family trust is a limited partner. Read SEC document |
| August 28, 2018 Filed Aug 30, 2018 22:50 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 7,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011022 · edgar.xml · nonDerivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Savvy Properties, L.P. Disclosed balance after: 7,898 F1 · kind: Pro rata distribution from Claremont Creek Partners Fund, L.P., of which Savvy Properties, L.P. is a limited partner. F2 · ownership.nature: Mr. Steuart is a partner of Savvy Properties, L.P. and has shared voting and dispositive power with respect to these shares. Mr. Steuart disclaims beneficial ownership except to the extent of his pecuniary interest therein Read SEC document |
| August 15, 2018 Filed Feb 14, 2019 21:16 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001895 · edgar.xml · nonDerivative · entry 3 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,084 F4 · kind: Pro rata distribution from Claremont Creek Partners II, L.L.C., of which the reporting person holds an economic. Read SEC document |
| August 15, 2018 Filed Feb 14, 2019 21:16 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 4,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001895 · edgar.xml · nonDerivative · entry 2 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 53,700 F3 · kind: Pro rata distribution from Claremont Creek Partners Fund, L.P., of which the reporting person's family trust is a limited partner. Read SEC document |
| August 15, 2018 Filed Feb 14, 2019 21:16 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 745 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001895 · edgar.xml · nonDerivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Savvy Properties, L.P. Disclosed balance after: 8,643 F1 · kind: Pro rata distribution from Claremont Creek Partners Fund, L.P., of which Savvy Properties, L.P. is a limited partner. F2 · ownership.nature: Mr. Steuart is a partner of Savvy Properties, L.P. and has shared voting and dispositive power with respect to these shares. Mr. Steuart disclaims beneficial ownership except to theextent of his pecuniary interest therein. Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 22:11 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 1,093 | $12.80 Strike: $21.59 | $13,990.40 |
DisclosureSEC source: 0001179110-18-009711 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093 Underlying: Common Stock · 1,093 shares Expires 2028-07-12 F1 · shares: The option was issued to the Reporting Person in lieu of retainer fees of $14,000.00, for service on the Issuer's Board of Directors. F2 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| May 31, 2018 Filed Jun 2, 2018 00:22 UTC | Natera, Inc. NTRA · Entity 2635 | SaleCommon Stock | 1,361 | $11.59 | $15,778.07 |
DisclosureSEC source: 0001179110-18-007856 · edgar.xml · nonDerivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Savvy Properties, L.P. Disclosed balance after: 0 F1 · price: A total of 1,361 shares were sold at an average weighted price of $11.593, with a range from $11.54 to $11.68. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Mr. Steuart is a partner of Savvy Properties, L.P. and has shared voting and dispositive power with respect to these shares. Mr. Steuart disclaims beneficial ownership except to theextent of his pecuniary interest therein. Read SEC document |
| May 11, 2018 Filed May 15, 2018 18:35 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 455 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006799 · edgar.xml · nonDerivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Savvy Properties, L.P. Disclosed balance after: 455 F1 · kind: Pro rata distribution from Claremont Creek Partners Fund, L.P., of which Savvy Properties, L.P. is a limited partner. F2 · ownership.nature: Mr. Steuart is a partner of Savvy Properties, L.P. and has shared voting and dispositive power with respect to these shares. Mr. Steuart disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 21:44 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 2,298 | $6.09 Strike: $10.29 | $13,994.82 |
DisclosureSEC source: 0001179110-18-005716 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,298 Underlying: Common Stock · 2,298 shares Expires 2028-04-12 F2 · price: The option was issued to the Reporting Person in lieu of retainer fees of $14,000.00, for service on the Issuer's Board of Directors. F1 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| December 08, 2017 Filed Dec 13, 2017 00:58 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 2,517 | $5.56 Strike: $9.51 | $13,994.52 |
DisclosureSEC source: 0001179110-17-015272 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,517 Underlying: Common Stock · 2,517 shares Expires 2027-12-07 F1 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. The option was issued to the Reporting Person in lieu of retainer fees of $14,000.00, for service on the Issuer's board of directors Read SEC document |
| November 27, 2017 Filed Nov 30, 2017 01:22 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-014707 · edgar.xml · nonDerivative · entry 3 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,632 F4 · kind: Pro rata distribution of 806 shares from Claremont Creek Partners, L.L.C., and 37 shares from Claremont Creek Partners II, L.L.C., of which the reporting person holds an economic interest in each entity. Read SEC document |
| November 27, 2017 Filed Nov 30, 2017 01:22 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 2,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-014707 · edgar.xml · nonDerivative · entry 2 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 5,096 F3 · kind: Pro rata distribution from Claremont Creek Partners Fund, L.P., of which the reporting person's family trust is a limited partner. Read SEC document |
| November 27, 2017 Filed Nov 30, 2017 01:22 UTC | Natera, Inc. NTRA · Entity 2635 | OtherCommon Stock | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-014707 · edgar.xml · nonDerivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Savvy Properties, L.P. Disclosed balance after: 906 F1 · kind: Pro rata distribution from Claremont Creek Partners Fund, L.P., of which Savvy Properties, L.P. is a limited partner. F2 · ownership.nature: Mr. Steuart is a partner of Savvy Properties, L.P. and has shared voting and dispositive power with respect to these shares. Mr. Steuart disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| July 14, 2017 Filed Jul 19, 2017 01:07 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 1,864 | $7.51 Strike: $10.73 | $13,998.64 |
DisclosureSEC source: 0001179110-17-010444 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,864 Underlying: Common Stock · 1,864 shares Expires 2027-07-13 F1 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. The option was issued to the Reporting Person in lieu of retainer fees of $14,000, for service on the Issuer's board of directors. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 23:19 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 11,169 | $0.00 Strike: $10.41 | $0.00 |
DisclosureSEC source: 0001179110-17-009017 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,169 Underlying: Common Stock · 11,169 shares Expires 2027-06-08 F1 · derivative.exercise_date: The option shares will vest and become exercisable in full on the earlier of (x) the date that is 12 months following the date of grant (June 9, 2017) or (y) the date of the annual stockholder meeting next following the grant. The option shares will become fully vested and exercisable in the event that the Company is subject to a change in control. Read SEC document |
| April 17, 2017 Filed Apr 20, 2017 00:15 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 2,554 | $5.48 Strike: $7.86 | $13,995.92 |
DisclosureSEC source: 0001179110-17-006114 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,554 Underlying: Common Stock · 2,554 shares Expires 2027-04-16 F1 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. The option was issued to the Reporting Person in lieu of retainer fees of $14,000, for service on the Issuer's board of directors. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 23:47 UTC | Natera, Inc. NTRA · Entity 2635 | GrantStock Option (right to buy) · Derivative | 2,140 | $6.54 Strike: $9.37 | $13,995.60 |
DisclosureSEC source: 0001179110-17-002395 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,140 Underlying: Common Stock · 2,140 shares Expires 2027-02-09 F1 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. The option was issued to the Reporting Person in lieu of retainer fees of $14,000, for service on the Issuer's board of directors. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 22:59 UTC | Natera, Inc. NTRA · Entity 2635 | GrantNonQualified Stock Option (right to buy) · Derivative | 1,811 | $7.73 Strike: $11.15 | $13,999.03 |
DisclosureSEC source: 0001179110-16-031636 · edgar.xml · derivative · entry 1 Steuart John · CIK 0001646806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,811 Underlying: Common Stock · 1,811 shares Expires 2026-11-10 F1 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. The option was issued to the Reporting Person in lieu of retainer fees of $14,000, for service on the Issuer's board of directors. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.