Insider Trading March 16, 2026

United Therapeutics CEO Executes Stock Sales and Option Exercise as Company Reports Phase 3 Success and $2B Buyback

Martine Rothblatt sold $5.1M of UTHR shares under a 10b5-1 plan and exercised options the same day; United Therapeutics publishes TETON-2 results and launches a $2 billion repurchase program

By Nina Shah UTHR
United Therapeutics CEO Executes Stock Sales and Option Exercise as Company Reports Phase 3 Success and $2B Buyback
UTHR

United Therapeutics Chairperson and CEO Martine Rothblatt sold 9,440 shares of the company's common stock on March 13, 2026, for about $5.1 million, and exercised options to acquire 9,500 shares the same day. The transactions were carried out under a 10b5-1 trading plan adopted in November 2025. Separately, the company announced publication of its phase 3 TETON-2 results in the New England Journal of Medicine and unveiled a $2 billion share repurchase program, alongside analyst target increases.

Key Points

  • Martine Rothblatt sold 9,440 shares on March 13, 2026, generating approximately $5.1 million, with prices between $535.4265 and $542.035 per share.
  • Rothblatt exercised options to acquire 9,500 shares at $146.03 per share on the same day, for a total of $1,387,285; transactions were conducted under a 10b5-1 plan adopted November 7, 2025.
  • United Therapeutics published phase 3 TETON-2 results in the New England Journal of Medicine, announced a $2 billion share repurchase program (including a $1.5 billion ASR with Citibank), and saw analysts raise or reiterate price targets.

Insider transaction details

Martine Rothblatt, Chairperson and Chief Executive Officer of United Therapeutics (NASDAQ: UTHR), sold a total of 9,440 shares of the company's common stock on March 13, 2026. The proceeds from those sales were approximately $5.1 million, with execution prices ranging from $535.4265 to $542.035 per share.

Also on March 13, 2026, Rothblatt exercised stock options to acquire 9,500 shares of United Therapeutics common stock at an exercise price of $146.03 per share. The total value associated with that option exercise was $1,387,285.

Trading plan and option details

Both the stock sales and the option exercise were carried out pursuant to a pre-established 10b5-1 trading plan that Rothblatt adopted on November 7, 2025. The plan is scheduled to remain in effect until the earlier of December 31, 2026, or the exercise of 1,734,410 stock options that expire on March 17, 2027.

Post-transaction ownership

Following these transactions, Rothblatt directly holds 130 shares of United Therapeutics common stock. In addition to direct ownership, Rothblatt retains indirect interests in company shares through family trusts.

Clinical and corporate developments at United Therapeutics

In separate corporate news, United Therapeutics reported that its phase 3 TETON-2 study results were published in the New England Journal of Medicine. The study showed that nebulized Tyvaso produced a significant improvement in lung function for patients with idiopathic pulmonary fibrosis, according to the company's announcement.

The company also disclosed a new $2 billion stock repurchase program. That program includes an initial $1.5 billion accelerated share repurchase agreement with Citibank, while the remaining $500 million is designated for additional buybacks at the company's discretion over the following year.

Analyst reactions

Following these developments, Cantor Fitzgerald raised its price target for United Therapeutics shares to $625 and maintained an Overweight rating, citing favorable expectations tied to trial progress. TD Cowen reiterated a Buy rating with a $575 price target, expressing continued confidence in the company's franchise.

Context and closing

The combination of Rothblatt's cash sales and option exercise under a 10b5-1 framework, the publication of positive phase 3 data, and the launch of a sizable repurchase program represents a cluster of insider activity and corporate actions occurring on and around March 13, 2026. These elements were confirmed in company disclosures and analyst commentary as described above.

Risks

  • The 10b5-1 trading plan is in effect through December 31, 2026, or until 1,734,410 stock options are exercised; timing of future insider transactions is therefore governed by the plan and option schedule - this affects equity markets and corporate governance considerations in the biotech sector.
  • The announced $2 billion repurchase program, including a $1.5 billion accelerated share repurchase agreement, introduces execution and timing uncertainty for capital allocation and market liquidity in United Therapeutics shares - relevant to equity markets and investors in biotech stocks.
  • While phase 3 TETON-2 results were published showing significant improvement in lung function for nebulized Tyvaso, the article does not specify long-term outcomes or regulatory timelines, leaving clinical and commercial implications uncertain for healthcare and biotech sectors.

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