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Nasdaq · USD

INNV

InnovAge Holding Corp.

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Tapewire entity
4693
SEC CIK
0001834376
Parsed reports
135

Last 12 months

Inside the activity.

0 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202604
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 25, 2026 Filed Sep 29, 2026 20:04 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
SaleCommon Stock, $0.001 par value 23,814 $8.70 $207,181.80
Disclosure

SEC source: 0001834376-26-000051 · wk-form4_1790712237.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 304,897

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 2, 2026. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.43 to $9.02, inclusive. The Reporting Person undertakes to provide to 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 above.

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September 24, 2026 Filed Sep 28, 2026 20:15 UTC SaleCommon Stock, $0.001 par value 10,000,000 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-405346 · ownership.xml · nonDerivative · entry 1

Welsh, Carson, Anderson & Stowe XII, L.P. · CIK 0001626317 · 10% owner

WCAS CO-INVEST ASSOCIATES LLC · CIK 0001848628 · 10% owner

Welsh, Carson, Anderson & Stowe XII Delaware, L.P. · CIK 0001680912 · 10% owner

Welsh, Carson, Anderson & Stowe XII Delaware II, L.P. · CIK 0001627643 · 10% owner

Welsh, Carson, Anderson & Stowe XII Cayman, L.P. · CIK 0001627644 · 10% owner

WCAS XII Co-Investors LLC · CIK 0001658393 · 10% owner

WCAS MANAGEMENT CORP · CIK 0001212983 · 10% owner

WCAS - CO-INVEST HOLDCO, L.P. · CIK 0001845108 · 10% owner

WCAS XII ASSOCIATES LLC · CIK 0001848767 · 10% owner

WCAS XII ASSOCIATES CAYMAN, L.P. · CIK 0001848620 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 102,576,555

F1 · kind: On September 24, 2026, TCO Group Holdings, L.P. sold 10,000,000 shares of common stock, par value $0.001, of InnovAge Holding Corp. (the "Issuer") in an underwritten public offering pursuant to the Issuer's Registration Statement on Form S-3 (File No. 333-297888).

F2 · ownership.nature: The limited partners of TCO Group Holdings, L.P. may control the voting and dispositive power with respect to the common stock if Welsh, Carson, Anderson & Stowe XII, L.P. ("WCAS XII"), Welsh, Carson, Anderson & Stowe XII Delaware, L.P. ("WCAS XII-D"), Welsh, Carson, Anderson & Stowe XII Delaware II, L.P. ("WCAS XII-DII"), Welsh, Carson, Anderson & Stowe XII Cayman, L.P. ("WCAS XII-C"), WCAS XII Co-Investors LLC ("WCAS XII-Co"), WCAS Management Corporation and WCAS Co-Invest Holdco, L.P. (collectively, the "WCAS Investor") consents to a change to the delegation of authority to the committee of limited partners that controls TCO Group Holdings, L.P.

F3 · ownership.nature: The general partner of each of WCAS XII and WCAS XII-DII is WCAS XII Associates LLC ("WCAS XII Associates"). The general partner of each of WCAS XII-D and WCAS XII-C is WCAS XII Associates Cayman, L.P. The general partner of WCAS XII Associates Cayman, L.P. is WCAS XII Associates.

F4 · ownership.nature: The managing members of WCAS XII Associates are Thomas A. Scully, Sean Traynor, Anthony deNicola, D. Scott Mackesy, Brian Regan, Michael Donovan, Christopher Hooper, Christopher Solomon, Edward Sobol, Gregory Lau, Frances Higgins, Nicholas O'Leary, Caroline Dechert, Ting Gu, Sydney Ouyang and Ryan Harper (collectively, the "WCAS GP"). The general partner of WCAS Co-Invest Holdco, L.P. is WCAS Co-Invest Associates LLC. The managing members of each of WCAS XII-Co and WCAS Co-Invest Associates, LLC is the WCAS GP. D. Scott Mackesy, Brian Regan and Michael Donovan ("WCAS Board") comprise the board of directors of WCAS Management Corporation. Each of the foregoing entities and individuals disclaim beneficial ownership of the shares held of record by TCO Group Holdings, L.P. except to the extent of its, his or her pecuniary interest therein.

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September 24, 2026 Filed Sep 28, 2026 20:15 UTC SaleCommon Stock, $0.001 par value 10,000,000 $9.25 $92,500,000.00
Disclosure

SEC source: 0001193125-26-405347 · ownership.xml · nonDerivative · entry 1

IGNITE AGGREGATOR LP · CIK 0001844959 · 10% owner

APAX X (GUERNSEY) USD AIV LP · CIK 0001848852 · 10% owner

IGNITE GP INC. · CIK 0001848819 · 10% owner

Apax X EUR L.P. · CIK 0001781078 · 10% owner

Apax X USD L.P. · CIK 0001781247 · 10% owner

Apax X GP Co. Ltd · CIK 0001817053 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 102,576,555

F1 · kind: On September 24, 2026, TCO Group Holdings, L.P. sold 10,000,000 shares of common stock, par value $0.001, of InnovAge Holding Corp. (the "Issuer") in an underwritten public offering pursuant to the Issuer's Registration Statement on Form S-3 (File No. 333-297888).

F2 · ownership.nature: Represents shares of common stock held directly by TCO Group Holdings, L.P. The limited partners of TCO Group Holdings, L.P. may control the voting and dispositive power with respect to the common stock if Ignite Aggregator LP consents to a change to the delegation of authority to the committee of limited partners that controls TCO Group Holding, L.P. Ignite GP, Inc. serves as the general partner of Ignite Aggregator LP.

F3 · ownership.nature: Ignite Aggregator LP's partnership interests are held by Apax X GP Co. Limited on behalf of Apax X EUR LP, Apax X (Guernsey) USD AIV LP and Apax X USD LP (collectively, the "Apax X Fund").

F4 · ownership.nature: Apax X GP Co. Limited, a company incorporated in Guernsey, acts as the investment manager and is responsible for the decision-making on behalf of the Apax X Fund. Each of the foregoing entities disclaims beneficial ownership of the shares held of record by TCO Group Holdings, L.P. except to the extent of its pecuniary interest therein.

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September 24, 2026 Filed Sep 28, 2026 20:15 UTC SaleCommon Stock, $0.001 par value 10,000,000 $9.25 $92,500,000.00
Disclosure

SEC source: 0001193125-26-405348 · ownership.xml · nonDerivative · entry 1

TCO GROUP HOLDINGS, L.P. · CIK 0001844765 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,576,555

F1 · kind: On September 24, 2026, the Reporting Person sold 10,000,000 shares of common stock, par value $0.001, of InnovAge Holding Corp. (the "Issuer") in an underwritten public offering pursuant to the Issuer's Registration Statement on Form S-3 (File No. 333-297888).

F2 · ownership.direct: Reflects shares of common stock held directly by TCO Group Holdings, L.P. Voting and dispositive power with respect to the common stock held by TCO Group Holdings, L.P. is exercised by a committee of limited partners (the "LP Board"), pursuant to a delegation of authority from its limited partners. The LP Board is currently comprised of Thomas Scully and Sean Traynor (the "WCAS Designees"), and Andrew Cavanna and Pavithra Mahesh (the "Apax Designees"). The LP Board exercises its voting and dispositive power by majority vote, so long as one WCAS Designee and one Apax Designee comprise the majority.

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September 03, 2026 Filed Sep 8, 2026 22:00 UTC OtherCommon Stock, $0.001 par value 411,515 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-385422 · ownership.xml · nonDerivative · entry 1

Welsh, Carson, Anderson & Stowe XII, L.P. · CIK 0001626317 · 10% owner

WCAS CO-INVEST ASSOCIATES LLC · CIK 0001848628 · 10% owner

Welsh, Carson, Anderson & Stowe XII Delaware, L.P. · CIK 0001680912 · 10% owner

Welsh, Carson, Anderson & Stowe XII Delaware II, L.P. · CIK 0001627643 · 10% owner

Welsh, Carson, Anderson & Stowe XII Cayman, L.P. · CIK 0001627644 · 10% owner

WCAS XII Co-Investors LLC · CIK 0001658393 · 10% owner

WCAS MANAGEMENT CORP · CIK 0001212983 · 10% owner

WCAS - CO-INVEST HOLDCO, L.P. · CIK 0001845108 · 10% owner

WCAS XII ASSOCIATES LLC · CIK 0001848767 · 10% owner

WCAS XII ASSOCIATES CAYMAN, L.P. · CIK 0001848620 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 112,576,555

F1 · kind: Reflects a distribution by TCO Group Holdings, L.P. to a limited partner as consideration for its interest in TCO Group Holdings, L.P.

F1 · shares: Reflects a distribution by TCO Group Holdings, L.P. to a limited partner as consideration for its interest in TCO Group Holdings, L.P.

F2 · ownership.nature: The limited partners of TCO Group Holdings, L.P. may control the voting and dispositive power with respect to the common stock if Welsh, Carson, Anderson & Stowe XII, L.P. ("WCAS XII"), Welsh, Carson, Anderson & Stowe XII Delaware, L.P. ("WCAS XII-D"), Welsh, Carson, Anderson & Stowe XII Delaware II, L.P. ("WCAS XII-DII"), Welsh, Carson, Anderson & Stowe XII Cayman, L.P. ("WCAS XII-C"), WCAS XII Co-Investors LLC ("WCAS XII-Co"), WCAS Management Corporation and WCAS Co-Invest Holdco, L.P. (collectively, the "WCAS Investor") consents to a change to the delegation of authority to the committee of limited partners that controls TCO Group Holdings, L.P.

F3 · ownership.nature: The general partner of each of WCAS XII and WCAS XII-DII is WCAS XII Associates LLC ("WCAS XII Associates"). The general partner of each of WCAS XII-D and WCAS XII-C is WCAS XII Associates Cayman, L.P. The general partner of WCAS XII Associates Cayman, L.P. is WCAS XII Associates.

F4 · ownership.nature: The managing members of WCAS XII Associates are Thomas A. Scully, Sean Traynor, Anthony deNicola, D. Scott Mackesy, Brian Regan, Michael Donovan, Eric Lee, Christopher Hooper, Christopher Solomon, Edward Sobol, Gregory Lau, Frances Higgins, Nicholas O'Leary, Jonathan Rather and Ryan Harper (collectively, the "WCAS GP"). The general partner of WCAS Co-Invest Holdco, L.P. is WCAS Co-Invest Associates LLC. The managing members of each of WCAS XII-Co and WCAS Co-Invest Associates, LLC is the WCAS GP. Anthony deNicola, Christopher Hooper, D. Scott Mackesy, Jonathan Rather, Brian Regan, Michael Donovan and Edward Sobol ("WCAS Board") comprise the board of directors of WCAS Management Corporation. Each of the foregoing entities and individuals disclaim beneficial ownership of the shares held of record by TCO Group Holdings, L.P. except to the extent of its or his pecuniary interest therein.

Read SEC document
September 03, 2026 Filed Sep 8, 2026 22:00 UTC OtherCommon Stock, $0.001 par value 411,515 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-385423 · ownership.xml · nonDerivative · entry 1

IGNITE AGGREGATOR LP · CIK 0001844959 · 10% owner

APAX X (GUERNSEY) USD AIV LP · CIK 0001848852 · 10% owner

IGNITE GP INC. · CIK 0001848819 · 10% owner

Apax X EUR L.P. · CIK 0001781078 · 10% owner

Apax X USD L.P. · CIK 0001781247 · 10% owner

Apax X GP Co. Ltd · CIK 0001817053 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 112,576,555

F1 · kind: Reflects a distribution by TCO Group Holdings, L.P. to a limited partner as consideration for its interest in TCO Group Holdings, L.P.

F2 · ownership.nature: Represents shares of common stock held directly by TCO Group Holdings, L.P. The limited partners of TCO Group Holdings, L.P. may control the voting and dispositive power with respect to the common stock if Ignite Aggregator LP consents to a change to the delegation of authority to the committee of limited partners that controls TCO Group Holding, L.P. Ignite GP, Inc. serves as the general partner of Ignite Aggregator LP.

F3 · ownership.nature: Ignite Aggregator LP's partnership interests are held by Apax X GP Co. Limited on behalf of Apax X EUR LP, Apax X (Guernsey) USD AIV LP and Apax X USD LP (collectively, the "Apax X Fund").

F4 · ownership.nature: Apax X GP Co. Limited, a company incorporated in Guernsey, acts as the investment manager and is responsible for the decision-making on behalf of the Apax X Fund. Each of the foregoing entities disclaims beneficial ownership of the shares held of record by TCO Group Holdings, L.P. except to the extent of its pecuniary interest therein.

Read SEC document
September 03, 2026 Filed Sep 8, 2026 22:00 UTC OtherCommon Stock, $0.001 par value 411,515 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-385424 · ownership.xml · nonDerivative · entry 1

TCO GROUP HOLDINGS, L.P. · CIK 0001844765 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,576,555

F1 · kind: Reflects a distribution to a limited partner as a consideration for its interest in the reporting person.

F2 · ownership.direct: Reflects shares of common stock held directly by TCO Group Holdings, L.P. Voting and dispositive power with respect to the common stock held by TCO Group Holdings, L.P. is exercised by a committee of limited partners (the "LP Board"), pursuant to a delegation of authority from its limited partners. The LP Board is currently comprised of Thomas Scully and Sean Traynor (the "WCAS Designees"), and Andrew Cavanna and Pavithra Mahesh (the "Apax Designees"). The LP Board exercises its voting and dispositive power by majority vote, so long as one WCAS Designee and one Apax Designee comprise the majority.

Read SEC document
July 27, 2026 Filed Jul 27, 2026 21:59 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
GrantCommon Stock, $0.001 par value 78,397 $0.00 $0.00
Disclosure

SEC source: 0001896463-26-000006 · wk-form4_1785189578.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 751,047

F1 · acquired: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.

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July 22, 2026 Filed Jul 23, 2026 20:41 UTC
Delk MeredithChief Administrative Officer
GrantCommon Stock, $0.001 par value 42,808 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000039 · wk-form4_1784839301.xml · nonDerivative · entry 1

Delk Meredith · CIK 0002090432 · Chief Administrative Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,808

F1 · acquired: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.

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July 22, 2026 Filed Jul 23, 2026 20:42 UTC
Adams Benjamin CCHIEF FINANCIAL OFFICER
GrantCommon Stock, $0.001 par value 17,123 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000041 · wk-form4_1784839352.xml · nonDerivative · entry 1

Adams Benjamin C · CIK 0001982682 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,123

F1 · acquired: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
July 22, 2026 Filed Jul 23, 2026 20:42 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
GrantCommon Stock, $0.001 par value 51,369 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000040 · wk-form4_1784839325.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 328,711

F1 · acquired: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
July 16, 2026 Filed Jul 17, 2026 20:36 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
Tax withholdingCommon Stock, $0.001 par value 14,453 $11.87 $171,557.11
Disclosure

SEC source: 0001896463-26-000004 · wk-form4_1784320580.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 672,650

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
July 15, 2026 Filed Jul 17, 2026 20:06 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
Tax withholdingCommon Stock, $0.001 par value 19,401 $11.58 $224,663.58
Disclosure

SEC source: 0001834376-26-000038 · wk-form4_1784318774.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 277,342

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:27 UTC GrantCommon Stock, $0.001 par value 8,539 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000030 · wk-form4_1783024039.xml · nonDerivative · entry 1

CARLSON JAMES G · CIK 0001024376 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,889

F1 · shares: Represented Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer.

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July 01, 2026 Filed Jul 2, 2026 20:31 UTC GrantCommon Stock, $0.001 par value 8,539 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000034 · wk-form4_1783024294.xml · nonDerivative · entry 1

Kennedy Edward Moore Jr. · CIK 0001753859 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,696

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:33 UTC GrantCommon Stock, $0.001 par value 8,539 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000036 · wk-form4_1783024386.xml · nonDerivative · entry 1

TAVENNER MARILYN B · CIK 0001273528 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,696

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:33 UTC GrantCommon Stock, $0.001 par value 8,539 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000037 · wk-form4_1783024435.xml · nonDerivative · entry 1

ZORETIC RICHARD C · CIK 0001263714 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,349

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:30 UTC GrantCommon Stock, $0.001 par value 8,539 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000033 · wk-form4_1783024219.xml · nonDerivative · entry 1

Bush John Ellis · CIK 0001396725 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,696

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:32 UTC GrantCommon Stock, $0.001 par value 8,539 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000035 · wk-form4_1783024342.xml · nonDerivative · entry 1

Sparks Teresa · CIK 0001650335 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,665

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:28 UTC GrantCommon Stock, $0.001 par value 8,539 $0.00 $0.00
Disclosure

SEC source: 0001834376-26-000031 · wk-form4_1783024120.xml · nonDerivative · entry 1

FONTNEAU PATRICIA · CIK 0001969985 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,664

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer.

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June 08, 2026 Filed Jun 8, 2026 22:07 UTC
Browne JenniferPresident and COO
GrantCommon Stock, $0.001 par value 67,842 $0.00 $0.00
Disclosure

SEC source: 0002133044-26-000003 · wk-form4_1780956476.xml · nonDerivative · entry 1

Browne Jennifer · CIK 0002133044 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,842

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.

Read SEC document
June 06, 2026 Filed Jun 8, 2026 21:01 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
Tax withholdingCommon Stock, $0.001 par value 10,088 $7.30 $73,642.40
Disclosure

SEC source: 0001896463-26-000002 · wk-form4_1780952510.xml · nonDerivative · entry 2

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 687,103

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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June 06, 2026 Filed Jun 8, 2026 22:06 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
Tax withholdingCommon Stock, $0.001 par value 8,018 $7.30 $58,531.40
Disclosure

SEC source: 0001884895-26-000002 · wk-form4_1780956414.xml · nonDerivative · entry 2

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 296,743

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
June 05, 2026 Filed Jun 8, 2026 21:01 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
Tax withholdingCommon Stock, $0.001 par value 11,881 $7.30 $86,731.30
Disclosure

SEC source: 0001896463-26-000002 · wk-form4_1780952510.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 697,191

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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June 04, 2026 Filed Jun 8, 2026 22:06 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
Tax withholdingCommon Stock, $0.001 par value 15,046 $7.20 $108,331.20
Disclosure

SEC source: 0001884895-26-000002 · wk-form4_1780956414.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 304,761

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
December 01, 2025 Filed Dec 2, 2025 21:29 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
Tax withholdingCommon Stock, $0.001 par value 5,054 $5.47 $27,645.38
Disclosure

SEC source: 0001834376-25-000076 · wk-form4_1764710981.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 709,072

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
November 14, 2025 Filed Nov 17, 2025 16:39 UTC SaleCommon Stock, $0.001 par value 33,000 $4.90 $161,700.00
Disclosure

SEC source: 0002041976-25-000003 · wk-form4_1763415580.xml · nonDerivative · entry 1

SCARBROUGH MICHAEL ANTHONY · CIK 0002041976 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,617

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.81 to $5.01, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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September 01, 2025 Filed Sep 2, 2025 20:05 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
Tax withholdingCommon Stock, $0.001 par value 5,056 $3.83 $19,364.48
Disclosure

SEC source: 0001834376-25-000055 · wk-form4_1756843497.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 714,126

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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August 15, 2025 Filed Aug 18, 2025 20:05 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
Tax withholdingCommon Stock, $0.001 par value 14,303 $3.43 $49,059.29
Disclosure

SEC source: 0001884895-25-000003 · wk-form4_1755547513.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 319,807

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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July 16, 2025 Filed Jul 17, 2025 20:29 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
GrantCommon Stock, $0.001 par value 137,299 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000052 · wk-form4_1752784155.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 719,182

F1 · acquired: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.

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July 15, 2025 Filed Jul 17, 2025 16:28 UTC GrantCommon Stock, $0.001 par value 119,617 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000050 · wk-form4_1752784093.xml · nonDerivative · entry 1

SCARBROUGH MICHAEL ANTHONY · CIK 0002041976 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,617

F1 · acquired: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.

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July 15, 2025 Filed Jul 17, 2025 20:27 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
GrantCommon Stock, $0.001 par value 125,598 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000048 · wk-form4_1752784021.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 334,110

F1 · acquired: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer.

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July 01, 2025 Filed Jul 2, 2025 20:14 UTC GrantCommon Stock, $0.001 par value 25,316 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000034 · wk-form4_1751487268.xml · nonDerivative · entry 1

CARLSON JAMES G · CIK 0001024376 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,350

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2026, subject to the Reporting Person's continued service with the Issuer.

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July 01, 2025 Filed Jul 2, 2025 20:16 UTC GrantCommon Stock, $0.001 par value 25,316 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000038 · wk-form4_1751487403.xml · nonDerivative · entry 1

Kennedy Edward Moore Jr. · CIK 0001753859 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,157

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2026, subject to the Reporting Person's continued service with the Issuer.

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July 01, 2025 Filed Jul 2, 2025 20:18 UTC GrantCommon Stock, $0.001 par value 25,316 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000042 · wk-form4_1751487531.xml · nonDerivative · entry 1

TAVENNER MARILYN B · CIK 0001273528 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,157

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2026, subject to the Reporting Person's continued service with the Issuer.

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July 01, 2025 Filed Jul 2, 2025 20:20 UTC GrantCommon Stock, $0.001 par value 25,316 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000044 · wk-form4_1751487593.xml · nonDerivative · entry 1

ZORETIC RICHARD C · CIK 0001263714 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,810

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2026, subject to the Reporting Person's continued service with the Issuer.

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July 01, 2025 Filed Jul 2, 2025 20:13 UTC GrantCommon Stock, $0.001 par value 25,316 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000032 · wk-form4_1751487199.xml · nonDerivative · entry 1

Bush John Ellis · CIK 0001396725 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,157

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2026, subject to the Reporting Person's continued service with the Issuer.

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July 01, 2025 Filed Jul 2, 2025 20:18 UTC GrantCommon Stock, $0.001 par value 25,316 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000040 · wk-form4_1751487470.xml · nonDerivative · entry 1

Sparks Teresa · CIK 0001650335 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,126

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2026, subject to the Reporting Person's continued service with the Issuer.

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July 01, 2025 Filed Jul 2, 2025 20:15 UTC GrantCommon Stock, $0.001 par value 25,316 $0.00 $0.00
Disclosure

SEC source: 0001834376-25-000036 · wk-form4_1751487326.xml · nonDerivative · entry 1

FONTNEAU PATRICIA · CIK 0001969985 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,125

F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2026, subject to the Reporting Person's continued service with the Issuer.

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June 06, 2025 Filed Jun 6, 2025 23:02 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
Tax withholdingCommon Stock, $0.001 par value 10,088 $4.02 $40,553.76
Disclosure

SEC source: 0001834376-25-000027 · wk-form4_1749250941.xml · nonDerivative · entry 2

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 581,883

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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June 06, 2025 Filed Jun 9, 2025 20:08 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
Tax withholdingCommon Stock, $0.001 par value 8,056 $4.02 $32,385.12
Disclosure

SEC source: 0001834376-25-000029 · wk-form4_1749499696.xml · nonDerivative · entry 2

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 208,512

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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June 05, 2025 Filed Jun 6, 2025 23:02 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
Tax withholdingCommon Stock, $0.001 par value 11,880 $3.97 $47,163.60
Disclosure

SEC source: 0001834376-25-000027 · wk-form4_1749250941.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 591,971

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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June 04, 2025 Filed Jun 9, 2025 20:08 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
Tax withholdingCommon Stock, $0.001 par value 15,046 $3.96 $59,582.16
Disclosure

SEC source: 0001834376-25-000029 · wk-form4_1749499696.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,568

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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June 01, 2025 Filed Jun 2, 2025 20:23 UTC
BLAIR PATRICK TCHIEF EXECUTIVE OFFICER
Tax withholdingCommon Stock, $0.001 par value 3,323 $4.09 $13,591.07
Disclosure

SEC source: 0001834376-25-000023 · wk-form4_1748895796.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 603,851

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

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May 30, 2025 Filed May 30, 2025 21:08 UTC PurchaseCommon Stock, $0.001 par value 8,450 $4.08 $34,476.00
Disclosure

SEC source: 0001834376-25-000021 · wk-form4_1748639277.xml · nonDerivative · entry 3

ZORETIC RICHARD C · CIK 0001263714 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,494

F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.95 to $4.20, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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May 29, 2025 Filed May 30, 2025 21:08 UTC PurchaseCommon Stock, $0.001 par value 14,265 $4.04 $57,630.60
Disclosure

SEC source: 0001834376-25-000021 · wk-form4_1748639277.xml · nonDerivative · entry 2

ZORETIC RICHARD C · CIK 0001263714 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,044

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.97 to $4.05, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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May 28, 2025 Filed May 30, 2025 21:08 UTC PurchaseCommon Stock, $0.001 par value 20,000 $4.06 $81,200.00
Disclosure

SEC source: 0001834376-25-000021 · wk-form4_1748639277.xml · nonDerivative · entry 1

ZORETIC RICHARD C · CIK 0001263714 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,779

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.97 to $4.21, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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May 23, 2025 Filed May 23, 2025 20:31 UTC PurchaseCommon Stock, $0.001 par value 1,198 $3.93 $4,708.14
Disclosure

SEC source: 0001834376-25-000019 · wk-form4_1748032294.xml · nonDerivative · entry 3

ZORETIC RICHARD C · CIK 0001263714 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,779

F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.91 to $3.94, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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May 22, 2025 Filed May 23, 2025 20:31 UTC PurchaseCommon Stock, $0.001 par value 700 $4.09 $2,863.00
Disclosure

SEC source: 0001834376-25-000019 · wk-form4_1748032294.xml · nonDerivative · entry 2

ZORETIC RICHARD C · CIK 0001263714 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,581

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.04 to $4.12, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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May 21, 2025 Filed May 23, 2025 20:31 UTC PurchaseCommon Stock, $0.001 par value 1,147 $4.13 $4,737.11
Disclosure

SEC source: 0001834376-25-000019 · wk-form4_1748032294.xml · nonDerivative · entry 1

ZORETIC RICHARD C · CIK 0001263714 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,881

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.07 to $4.17, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.