Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Natera, Inc.NTRA · Entity 2635 | Director · CO-FOUNDER | September 23, 2026 | September 26, 2026 |
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.
Natera, Inc.
Report date September 23, 2026 · Filed September 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Caraluna 1 Trust | 9,000 |
Last balance in matching sequence
After 2026-09-23 transaction · row 7
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 2 · 2026-09-23 · Sale · Disposed 400 · Balance 17,632 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $385.0350 to $385.1900 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 3 · 2026-09-23 · Sale · Disposed 2,175 · Balance 15,457 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $386.1750 to $387.1700 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 4 · 2026-09-23 · Sale · Disposed 2,734 · Balance 12,723 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $387.21 to $388.12 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 5 · 2026-09-23 · Sale · Disposed 1,293 · Balance 11,430 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F6: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $388.3050 to $389.0400 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 6 · 2026-09-23 · Sale · Disposed 2,320 · Balance 9,110 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F7: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $389.3650 to $390.2850 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 7 · 2026-09-23 · Sale · Disposed 110 · Balance 9,000 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. |
| Common StockSEC Table I · non-derivative | IndirectBy Caraluna 2 Trust | 9,000 |
Last balance in matching sequence
After 2026-09-23 transaction · row 13
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 8 · 2026-09-23 · Sale · Disposed 390 · Balance 17,642 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F8: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $385.0350 to $386.0150 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 9 · 2026-09-23 · Sale · Disposed 2,300 · Balance 15,342 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F9: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $386.17 to $387.16 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 10 · 2026-09-23 · Sale · Disposed 2,846 · Balance 12,496 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F10: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $387.21 to $388.19 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 11 · 2026-09-23 · Sale · Disposed 1,341 · Balance 11,155 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F11: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $388.35 to $389.33 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 12 · 2026-09-23 · Sale · Disposed 1,935 · Balance 9,220 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F12: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $389.3650 to $390.2050 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. Row 13 · 2026-09-23 · Sale · Disposed 220 · Balance 9,000 F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026. F13: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $390.42 to $390.63 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities. |
| Common StockSEC Table I · non-derivative | Direct | 221,314 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 221,314 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale of shares was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 11, 2026.
F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $385.0350 to $385.1900 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: Held for the benefit of the beneficiaries of the trust. The Reporting Person disclaims beneficial ownership over such securities.
F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $386.1750 to $387.1700 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $387.21 to $388.12 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $388.3050 to $389.0400 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $389.3650 to $390.2850 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F8: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $385.0350 to $386.0150 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F9: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $386.17 to $387.16 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F10: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $387.21 to $388.19 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F11: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $388.35 to $389.33 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F12: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $389.3650 to $390.2050 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F13: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $390.42 to $390.63 per share, inclusive. The holder undertakes to provide, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| December 13, 2016 Filed Dec 16, 2016 00:21 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionCommon Stock | 2,700 | $1.14 | $3,080.70 |
DisclosureSEC source: 0001179110-16-033052 · edgar.xml · nonDerivative · entry 1 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632,459 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. Read SEC document |
| November 22, 2016 Filed Nov 26, 2016 00:56 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,895 | $1.14 Strike: $1.14 | $29,546.20 |
DisclosureSEC source: 0001179110-16-032112 · edgar.xml · derivative · entry 3 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,354 Underlying: Common Stock · 25,895 shares Expires 2022-09-19 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_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| November 22, 2016 Filed Nov 26, 2016 00:56 UTC | Natera, Inc. NTRA · Entity 2635 | SaleCommon Stock | 25,895 | $12.08 | $312,860.80 |
DisclosureSEC source: 0001179110-16-032112 · edgar.xml · nonDerivative · entry 2 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,759 F1 · price: The reported price in Column 4 is a weighted average. These shares were sold in multiple transactions through a broker-dealer at prices ranging from $12.00 to $12.32 per share, inclusive. 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. Read SEC document |
| November 22, 2016 Filed Nov 26, 2016 00:56 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionCommon Stock | 25,895 | $1.14 | $29,546.20 |
DisclosureSEC source: 0001179110-16-032112 · edgar.xml · nonDerivative · entry 1 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655,654 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. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:50 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionStock Option (Right to Buy) · Derivative | 32,099 | $1.14 Strike: $1.14 | $36,624.96 |
DisclosureSEC source: 0001179110-16-031914 · edgar.xml · derivative · entry 6 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,463 Underlying: Common Stock · 32,099 shares Expires 2022-09-19 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_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:50 UTC | Natera, Inc. NTRA · Entity 2635 | SaleCommon Stock | 32,099 | $12.00 | $385,188.00 |
DisclosureSEC source: 0001179110-16-031914 · edgar.xml · nonDerivative · entry 4 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,759 F1 · price: The reported price in Column 4 is a weighted average. These shares were sold in multiple transactions through a broker-dealer at prices ranging from $12 to $12.01 per share, inclusive. 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. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 00:50 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionCommon Stock | 32,099 | $1.14 | $36,624.96 |
DisclosureSEC source: 0001179110-16-031914 · edgar.xml · nonDerivative · entry 3 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,858 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. Read SEC document |
| November 17, 2016 Filed Nov 22, 2016 00:50 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionStock Option (Right to Buy) · Derivative | 406 | $1.14 Strike: $1.14 | $463.25 |
DisclosureSEC source: 0001179110-16-031914 · edgar.xml · derivative · entry 5 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,562 Underlying: Common Stock · 406 shares Expires 2022-09-19 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_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| November 17, 2016 Filed Nov 22, 2016 00:50 UTC | Natera, Inc. NTRA · Entity 2635 | SaleCommon Stock | 406 | $12.00 | $4,872.00 |
DisclosureSEC source: 0001179110-16-031914 · edgar.xml · nonDerivative · entry 2 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,759 Read SEC document |
| November 17, 2016 Filed Nov 22, 2016 00:50 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionCommon Stock | 406 | $1.14 | $463.25 |
DisclosureSEC source: 0001179110-16-031914 · edgar.xml · nonDerivative · entry 1 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630,165 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. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 21:03 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,944 | $0.55 Strike: $0.55 | $6,065.16 |
DisclosureSEC source: 0001179110-16-031241 · edgar.xml · derivative · entry 2 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,944 shares Expires 2021-05-18 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_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 21:03 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionCommon Stock | 10,944 | $0.55 | $6,065.16 |
DisclosureSEC source: 0001179110-16-031241 · edgar.xml · nonDerivative · entry 1 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,759 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 · balance_after: Includes 2,117 shares acquired under the Issuer's 2015 Employee Stock Purchase Plan on April 29, 2016, and 1,147 shares acquired under the Issuer's 2015 Employee Stock Purchase Plan on October 31, 2016. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 23:08 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,600 | $1.14 Strike: $1.14 | $1,825.60 |
DisclosureSEC source: 0001179110-16-030610 · edgar.xml · derivative · entry 3 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,968 Underlying: Common Stock · 1,600 shares Expires 2022-09-20 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_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 23:08 UTC | Natera, Inc. NTRA · Entity 2635 | SaleCommon Stock | 1,600 | $12.00 | $19,200.00 |
DisclosureSEC source: 0001179110-16-030610 · edgar.xml · nonDerivative · entry 2 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,551 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 23:08 UTC | Natera, Inc. NTRA · Entity 2635 | Exercise / conversionCommon Stock | 1,600 | $1.14 | $1,825.60 |
DisclosureSEC source: 0001179110-16-030610 · edgar.xml · nonDerivative · entry 1 Sheena Jonathan · CIK 0001646649 · Director · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617,151 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. 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.