Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Innoviva, Inc.
Report date May 20, 2020 · Filed May 22, 2020
Section 16 reporting ended · disclosed 2020-05-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,251 |
Reported balance
After 2020-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-20 · Tax withholding · Disposed 339 · Balance 46,251 F1: The shares were withheld by the Issuer to satisfy income tax withholding obligations associated with the quarterly vesting of previously granted employee equity grants. F2: Includes 1,121 shares of common stock acquired under the Innoviva, Inc. Employee Stock Purchase Plan (ESPP) on May 15, 2020. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 3,500 |
Reported balance
Holding disclosure · report date 2020-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,500 F3: The reportable securities are owned directly by Steel Valley Capital LLC. The Reporting Person is the owner and manager of Steel Valley Capital LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were withheld by the Issuer to satisfy income tax withholding obligations associated with the quarterly vesting of previously granted employee equity grants.
F2: Includes 1,121 shares of common stock acquired under the Innoviva, Inc. Employee Stock Purchase Plan (ESPP) on May 15, 2020.
F3: The reportable securities are owned directly by Steel Valley Capital LLC. The Reporting Person is the owner and manager of Steel Valley Capital LLC.
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 |
|---|---|---|---|---|---|---|
| May 20, 2020 Filed May 22, 2020 20:15 UTC | Innoviva, Inc. INVA · Entity 4679 | Tax withholdingCommon Stock | 339 | $14.10 | $4,779.90 |
DisclosureSEC source: 0001567619-20-011002 · doc1.xml · nonDerivative · entry 1 HULME GEOFFREY · CIK 0001307047 · Interim Principal Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,251 F1 · shares: The shares were withheld by the Issuer to satisfy income tax withholding obligations associated with the quarterly vesting of previously granted employee equity grants. F2 · balance_after: Includes 1,121 shares of common stock acquired under the Innoviva, Inc. Employee Stock Purchase Plan (ESPP) on May 15, 2020. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:42 UTC | Innoviva, Inc. INVA · Entity 4679 | Tax withholdingCommon Stock | 1,549 | $15.10 | $23,389.90 |
DisclosureSEC source: 0001567619-20-004698 · doc1.xml · nonDerivative · entry 1 HULME GEOFFREY · CIK 0001307047 · Interim Principal Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,735 F1 · shares: The shares were withheld by the Issuer to satisfy income tax withholding obligations associated with the quarterly vesting of previously granted employee equity grants. F2 · balance_after: Includes 284 shares of common stock acquired under the Innoviva, Inc. Employee Stock Purchase Plan (ESPP) on November 15, 2019. Read SEC document |
| February 03, 2020 Filed Feb 25, 2020 21:21 UTC Amendment | Innoviva, Inc. INVA · Entity 4679 | GrantCommon Stock | 15,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004808 · doc1.xml · nonDerivative · entry 1 HULME GEOFFREY · CIK 0001307047 · Interim Principal Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,469 F1 · shares: The form inadvertently omitted that the Reporting Person was granted a time-based restricted stock unit award ("RSA"). Twenty-five percent of the shares subject to the RSA shall vest on February 20, 2021, 6.25% on May 20, 2021, and an additional 6.25% on the final day of each 3-month period thereafter, provided the Reporting Person has provided continuous service to the Issuer through the applicable vesting date. The grant was approved in advance by the Compensation Committee of the Board of Directors of the Company. Read SEC document |
| September 04, 2019 Filed Sep 6, 2019 21:00 UTC | Innoviva, Inc. INVA · Entity 4679 | GrantCommon Stock | 3,000 | $10.89 | $32,684.40 |
DisclosureSEC source: 0001567619-19-018002 · doc1.xml · nonDerivative · entry 1 HULME GEOFFREY · CIK 0001307047 · Interim PEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 F1 · balance_after: Includes 416 shares of common stock acquired under the Innoviva, Inc. Employee Stock Purchase Plan (ESPP) on May 15, 2019. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:57 UTC | Innoviva, Inc. INVA · Entity 4679 | GrantCommon Stock | 14,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006226 · doc1.xml · nonDerivative · entry 1 HULME GEOFFREY · CIK 0001307047 · Interim PEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,584 F1 · shares: The Reporting Person was granted a time-based restricted stock unit award ("RSA"). Twenty-five percent of the shares subject to the RSA shall vest on February 20, 2020, 6.25% on May 20, 2020, and an additional 6.25% on the final day of each 3-month period thereafter, provided the Reporting Person has provided continuous service to the Issuer through the applicable vesting date. The grant was approved in advance by the Compensation Committee of the Board of Directors of the Company. Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 21:02 UTC | Innoviva, Inc. INVA · Entity 4679 | GrantCommon Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004979 · doc1.xml · nonDerivative · entry 2 HULME GEOFFREY · CIK 0001307047 · Interim PEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 22:27 UTC Amendment | Innoviva, Inc. INVA · Entity 4679 | Tax withholdingCommon Stock | 3,093 | $14.53 | $44,941.29 |
DisclosureSEC source: 0001567619-19-005281 · doc1.xml · nonDerivative · entry 1 HULME GEOFFREY · CIK 0001307047 · Interim PEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,907 F1 · shares: The form is being amended to reflect granted shares withheld by the Issuer to satisfy income tax withholding obligations incurred in connection with the grant of the restricted stock award described in the original filing. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:02 UTC | Innoviva, Inc. INVA · Entity 4679 | PurchaseCommon Stock | 7,000 | $14.80 | $103,600.00 |
DisclosureSEC source: 0001567619-19-004979 · doc1.xml · nonDerivative · entry 1 HULME GEOFFREY · CIK 0001307047 · Interim PEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 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.