Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InnovAge Holding Corp.INNV · Entity 4693 | Director · CEO, President and Director | March 12, 2021 | March 13, 2021 |
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.
InnovAge Holding Corp.
Report date March 12, 2021 · Filed March 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 Par valueSEC Table I · non-derivative | IndirectTrust | 9,350 |
Reported balance
After 2021-03-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-03-12 · Purchase · Acquired 9,350 · Balance 9,350 F1: 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: Shares are held by the Hewitt Living Trust for which Ms. Hewitt serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Shares are held by the Hewitt Living Trust for which Ms. Hewitt serves as trustee.
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 |
|---|---|---|---|---|---|---|
| March 12, 2021 Filed Mar 13, 2021 00:43 UTC | InnovAge Holding Corp. INNV · Entity 4693 | PurchaseCommon Stock, $0.001 Par value | 9,350 | $26.62 | $248,897.00 |
DisclosureSEC 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. 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.