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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
July 03, 2023 Filed Jul 6, 2023 00:50 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
SaleCommon Stock, $0.001 par value 2,101 $7.26 $15,253.26
Disclosure

SEC source: 0001104659-23-078344 · tm2320638-1_4seq1.xml · nonDerivative · entry 2

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 208,633

F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 17, 2023. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.05 to $7.41, 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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July 02, 2023 Filed Jul 6, 2023 00:50 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
Tax withholdingCommon Stock, $0.001 par value 20,220 $7.50 $151,650.00
Disclosure

SEC source: 0001104659-23-078344 · tm2320638-1_4seq1.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 210,734

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, 2023 Filed Jun 14, 2023 16:52 UTC
Feifer RichardCHIEF MEDICAL OFFICER
GrantCommon Stock, $0.001 par value 52,152 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-071250 · tm2318745-2_4seq1.xml · nonDerivative · entry 1

Feifer Richard · CIK 0001814811 · CHIEF MEDICAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,745

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

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June 06, 2023 Filed Jun 14, 2023 20:52 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
GrantCommon Stock, $0.001 par value 52,152 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-071251 · tm2318745-3_4seq1.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 230,954

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

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June 06, 2023 Filed Jun 14, 2023 20:51 UTC
BENT CHRISTINECHIEF OPERATIONS OFFICER
GrantCommon Stock, $0.001 par value 52,152 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-071246 · tm2318745-1_4seq1.xml · nonDerivative · entry 1

BENT CHRISTINE · CIK 0001969313 · CHIEF OPERATIONS OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,295

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

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June 01, 2023 Filed Jun 2, 2023 20:05 UTC
BLAIR PATRICK TPresident and CEO
Tax withholdingCommon Stock, $0.001 par value 3,321 $6.73 $22,350.33
Disclosure

SEC source: 0001104659-23-067532 · tm2317691-1_4seq1.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 416,896

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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April 17, 2023 Filed Apr 19, 2023 22:27 UTC GrantCommon Stock, $0.001 par value 14,286 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-047284 · tm2313025-2_4seq1.xml · nonDerivative · entry 1

FONTNEAU PATRICIA · CIK 0001969985 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,286

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

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April 17, 2023 Filed Apr 19, 2023 22:26 UTC
BENT CHRISTINECHIEF OPERATIONS OFFICER
GrantCommon Stock, $0.001 par value 82,143 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-047282 · tm2313025-1_4seq1.xml · nonDerivative · entry 1

BENT CHRISTINE · CIK 0001969313 · CHIEF OPERATIONS OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,143

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

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April 11, 2023 Filed Apr 11, 2023 23:53 UTC
BLAIR PATRICK TPresident and CEO
Tax withholdingCommon Stock, $0.001 par value 3,320 $7.70 $25,564.00
Disclosure

SEC source: 0001104659-23-044183 · tm2312430-1_4seq1.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 420,217

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

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December 01, 2022 Filed Dec 5, 2022 21:30 UTC
BLAIR PATRICK TPresident and CEO
Tax withholdingCommon Stock, $0.001 par value 20,062 $7.20 $144,446.40
Disclosure

SEC source: 0001104659-22-124579 · tm2231677-1_4seq1.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 423,537

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting of restricted stock units on December 1, 2022.

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September 15, 2022 Filed Sep 19, 2022 22:22 UTC PurchaseCommon Stock, $0.001 par value 100,000 $5.10 $509,800.00
Disclosure

SEC source: 0001104659-22-101231 · tm2226083-1_4seq1.xml · nonDerivative · entry 1

Scully Thomas · CIK 0001414384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

F1 · price: The price reported in Column 4 is a weighted average price. The 100,000 shares were purchased in multiple transactions at prices per share ranging from $5.031 to $5.165, inclusive. Mr. Scully has provided to the Issuer, and undertakes to provide to the SEC staff and any security holder of the Issuer, upon request, information regarding the number of shares purchased at each separate price within this range.

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August 15, 2022 Filed Aug 17, 2022 17:16 UTC
Feifer RichardCHIEF MEDICAL OFFICER
GrantCommon Stock, $0.001 par value 92,593 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-092247 · tm2223505-2_4seq1.xml · nonDerivative · entry 1

Feifer Richard · CIK 0001814811 · CHIEF MEDICAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,593

F1 · kind: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal annual installments starting on August 15, 2022, subject to the Reporting Person's continued service with the Issuer.

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August 15, 2022 Filed Aug 17, 2022 21:17 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
GrantCommon Stock, $0.001 par value 92,593 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-092249 · tm2223505-3_4seq1.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,802

F1 · kind: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in three equal annual installments starting on August 15, 2022, subject to the Reporting Person's continued service with the Issuer.

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July 02, 2022 Filed Jul 6, 2022 21:37 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
Tax withholdingCommon Stock, $0.001 par value 10,707 $4.45 $47,646.15
Disclosure

SEC source: 0001104659-22-077788 · tm2220565-1_4seq1.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,209

F1 · kind: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting of restricted stock units on July 2, 2022.

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June 30, 2022 Filed Jul 6, 2022 01:34 UTC GrantCommon Stock, $0.001 par value 28,539 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-077497 · tm2220445-2_4seq1.xml · nonDerivative · entry 1

CARLSON JAMES G · CIK 0001024376 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,539

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

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March 16, 2022 Filed Jun 29, 2022 10:04 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
GrantCommon Stock, $0.001 par value 38,786 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-075424 · tm2218722-1_4seq1.xml · nonDerivative · entry 2

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,916

F2 · kind: Represents RSUs which will be settled in shares of common stock of the Issuer, including (i) 19,393 which will vest in two equal annual installments starting on July 2, 2022, and (ii) 19,393 which will vest in three equal annual installments starting on July 2, 2022, in each case subject to the Reporting Person's continued service with the Issuer.

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February 04, 2022 Filed Jun 29, 2022 10:04 UTC
DAMATO NICOLECHIEF LEGAL OFFICER
GrantCommon Stock, $0.001 par value 33,250 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-075424 · tm2218722-1_4seq1.xml · nonDerivative · entry 1

DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,130

F1 · kind: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer, including (i) 16,625 RSUs which will vest in three equal annual installments starting on July 2, 2022 and (ii) 16,625 RSUs which will vest in two equal annual installments starting on July 2, 2022, in each case subject to the Reporting Person's continued service with the Issuer.

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December 01, 2021 Filed Dec 4, 2021 01:00 UTC GrantNonqualified Stock Options (Right to Buy) · Derivative 1,330,798 $0.00 Strike: $7.89 $0.00
Disclosure

SEC source: 0001104659-21-146466 · tm2134457-2_4seq1.xml · derivative · entry 2

BLAIR PATRICK T · CIK 0001896463 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,330,798

Underlying: Common Stock · 1,330,798 shares

Expires 2031-11-09

F2 · derivative.exercise_date: Stock Options to purchase shares of common stock of the Issuer, a portion of which are subject to time vesting and a portion of which are subject to performance vesting based on the volume weighted average price of a share of the Issuer's common stock during certain periods of time, and in each case, subject to the Reporting Person's continued service with the Issuer.

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December 01, 2021 Filed Dec 4, 2021 01:00 UTC GrantCommon Stock, $0.001 Par value 443,599 $0.00 $0.00
Disclosure

SEC source: 0001104659-21-146466 · tm2134457-2_4seq1.xml · nonDerivative · entry 1

BLAIR PATRICK T · CIK 0001896463 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 443,599

F1 · kind: Represents Restricted Stock Units ("RSUs"), which will be settled in shares of common stock of the Issuer, a portion of which are subject to time vesting and a portion of which are subject to performance vesting based on the volume weighted average price of a share of the Issuer's common stock during certain periods of time, and in each case, subject to the Reporting Person's continued service with the Issuer.

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March 15, 2021 Filed Mar 16, 2021 21:01 UTC
DOERR ROBINChief Sales and MKTG Officer
PurchaseCommon Stock, $0.001 Par value 1,875 $25.74 $48,262.50
Disclosure

SEC source: 0001104659-21-037198 · tm219627-3_4seq1.xml · nonDerivative · entry 1

DOERR ROBIN · CIK 0001846431 · Chief Sales and MKTG Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,875

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March 12, 2021 Filed Mar 13, 2021 00:43 UTC
HEWITT MAUREENDirector · CEO, President and Director
PurchaseCommon Stock, $0.001 Par value 9,350 $26.62 $248,897.00
Disclosure

SEC source: 0001104659-21-035754 · tm219627-1_4seq1.xml · nonDerivative · entry 1

HEWITT MAUREEN · CIK 0001846359 · Director · CEO, President and Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 9,350

F1 · price: The price reported in Column 4 is a weighted average price. The 9,350 shares were purchased in multiple transactions at prices per share ranging from $26.38 to $26.70, inclusive. Ms. Hewitt undertakes to provide to the SEC staff, InnovAge Holding Corp., or any security holder of InnovAge Holding Corp., upon request, information regarding the number of shares purchased at each separate price within this range.

F2 · ownership.nature: Shares are held by the Hewitt Living Trust for which Ms. Hewitt serves as trustee.

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March 12, 2021 Filed Mar 15, 2021 17:41 UTC
GUTIERREZ BARBARAChief Financial Officer
PurchaseCommon Stock, $0.001 Par value 2,000 $26.43 $52,860.00
Disclosure

SEC source: 0001104659-21-036425 · tm219627-2_4seq1.xml · nonDerivative · entry 1

GUTIERREZ BARBARA · CIK 0001846501 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

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March 08, 2021 Filed Mar 9, 2021 00:00 UTC PurchaseCommon Stock, $0.001 par value 23,000 $21.00 $483,000.00
Disclosure

SEC source: 0001104659-21-033406 · tm219060-1_4seq1.xml · nonDerivative · entry 1

Kennedy Edward Moore Jr. · CIK 0001753859 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,000

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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.