Insider Trading March 13, 2026

Adaptive Biotechnologies CCO Executes $831K Sell-to-Cover Stock Transaction

Sharon Benzeno sold 63,103 shares to satisfy tax withholding on RSU vesting amid recent price volatility and upbeat quarterly results

By Marcus Reed ADPT
Adaptive Biotechnologies CCO Executes $831K Sell-to-Cover Stock Transaction
ADPT

Adaptive Biotechnologies Chief Commercial Officer Sharon Benzeno sold 63,103 shares on March 11, 2026, for $13.17 per share, totaling $831,066. The sale was executed to meet tax withholding obligations tied to vesting restricted stock units under the company’s equity incentive plans. The transaction occurs after a recent 11% slide in the stock over the prior week and following a fourth-quarter earnings beat and multiple analyst target lifts.

Key Points

  • Sharon Benzeno sold 63,103 shares at $13.17 on March 11, 2026, totaling $831,066; transaction completed to cover RSU tax withholding.
  • Adaptive reported Q4 2025 EPS of -$0.09 versus -$0.18 expected and revenue of $71.7 million versus $59.33 million expected, both beating forecasts.
  • Analysts adjusted targets: BTIG to $22.00, TD Cowen to $21.00; Piper Sandler reiterated Overweight, citing MRD growth and clonoSEQ volume projections.

Adaptive Biotechnologies (NASDAQ:ADPT) Chief Commercial Officer Sharon Benzeno completed a sale of 63,103 shares of the company’s common stock on March 11, 2026. The shares changed hands at $13.17 apiece, producing a transaction amount of $831,066, according to a Form 4 filing with the Securities and Exchange Commission.

The filing specifies the sale was carried out to fund tax withholding obligations associated with the vesting of Restricted Stock Units (RSUs). Adaptive Biotechnologies’ equity incentive plans require that such tax obligations be satisfied through a "sell to cover" mechanism, and the Form 4 shows the transaction was consistent with that mandate. Following the disposition, Benzeno is reported to directly own 272,751 shares.

The share sale comes against a backdrop of recent price movement for the stock. Shares fell 11% over the past week, even as the company’s one-year performance remains substantially higher, with the stock up 81% over the prior 12 months.

Adaptive Biotechnologies, with a market capitalization reported at $2.01 billion, is currently trading above a reported fair value estimate, a dynamic that has been noted as potentially indicating the stock may be overvalued at its present levels.

Separately, Adaptive Biotechnologies released fourth-quarter 2025 results that outperformed expectations. The company posted an earnings per share (EPS) of -$0.09, beating the analyst consensus of -$0.18 and representing a 50% positive surprise versus estimates. Quarterly revenue totaled $71.7 million, ahead of the $59.33 million analysts had forecast, a beat of 20.85%.

Following the announced results and related guidance, several brokerages adjusted their views. BTIG raised its price target to $22.00, citing robust expansion in the company’s Minimal Residual Disease (MRD) business, which grew 54% year-over-year in Q4 and 46% for the full year. TD Cowen moved its price target to $21.00 after the company’s pre-announcement of fourth-quarter results and guidance. Piper Sandler reiterated an Overweight rating and highlighted expectations for clonoSEQ volume to increase by more than 30%.


Summary: Adaptive Biotechnologies’ chief commercial officer sold 63,103 shares on March 11, 2026, in a transaction valued at $831,066 to cover RSU-related tax withholdings required under the company’s equity plans. The sale occurred amid a recent one-week 11% decline in the stock but follows a fiscal quarter that outperformed estimates and prompted analyst target adjustments.

Risks

  • Recent share price decline of 11% over the past week indicates short-term volatility that could affect investor sentiment - impacts equity markets and biotech sector valuations.
  • The company is reported to be trading above a fair value estimate, suggesting potential overvaluation risks at current levels - impacts investor valuation assessments and capital markets activity in biotechnology.
  • Insider sell-to-cover transactions reduce an executive’s shareholding and may be interpreted variably by market participants, adding an element of uncertainty to market perception - impacts investor confidence in the healthcare and biotech sectors.

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