Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InnovAge Holding Corp.INNV · Entity 4693 | CHIEF EXECUTIVE OFFICER | July 27, 2026 | July 27, 2026 |
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 July 27, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 751,047 |
Reported balance
After 2026-07-27 transaction · row 1
1 source rowRow 1 · 2026-07-27 · Grant · Acquired 78,397 · Balance 751,047 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| July 27, 2026 Filed Jul 27, 2026 21:59 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 78,397 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 20:36 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 14,453 | $11.87 | $171,557.11 |
DisclosureSEC 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 |
| June 06, 2026 Filed Jun 8, 2026 21:01 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 10,088 | $7.30 | $73,642.40 |
DisclosureSEC 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. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 21:01 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 11,881 | $7.30 | $86,731.30 |
DisclosureSEC 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. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 21:29 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 5,054 | $5.47 | $27,645.38 |
DisclosureSEC 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 |
| September 01, 2025 Filed Sep 2, 2025 20:05 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 5,056 | $3.83 | $19,364.48 |
DisclosureSEC 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. Read SEC document |
| July 16, 2025 Filed Jul 17, 2025 20:29 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 137,299 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 06, 2025 Filed Jun 6, 2025 23:02 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 10,088 | $4.02 | $40,553.76 |
DisclosureSEC 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. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 23:02 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 11,880 | $3.97 | $47,163.60 |
DisclosureSEC 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. Read SEC document |
| June 01, 2025 Filed Jun 2, 2025 20:23 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 3,323 | $4.09 | $13,591.07 |
DisclosureSEC 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. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:46 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 3,807 | $3.25 | $12,372.75 |
DisclosureSEC source: 0001834376-25-000006 · wk-form4_1741128401.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 607,174 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, 2024 Filed Dec 3, 2024 21:03 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 5,053 | $4.87 | $24,608.11 |
DisclosureSEC source: 0001834376-24-000091 · wk-form4_1733259819.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610,981 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 |
| September 01, 2024 Filed Sep 4, 2024 20:04 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 5,053 | $6.36 | $32,137.08 |
DisclosureSEC source: 0001834376-24-000059 · wk-form4_1725480237.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 616,034 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 06, 2024 Filed Jun 7, 2024 20:26 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 10,088 | $4.83 | $48,725.04 |
DisclosureSEC source: 0001834376-24-000043 · wk-form4_1717791960.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 621,087 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, 2024 Filed Jun 6, 2024 20:13 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 123,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-24-000033 · wk-form4_1717704802.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 631,175 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 installments on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:05 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 3,321 | $4.44 | $14,745.24 |
DisclosureSEC source: 0001834376-24-000025 · wk-form4_1717531509.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 507,208 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 |
| March 01, 2024 Filed Mar 4, 2024 22:36 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 3,566 | $4.87 | $17,366.42 |
DisclosureSEC source: 0001834376-24-000013 · wk-form4_1709591767.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510,529 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, 2023 Filed Dec 5, 2023 23:50 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 3,322 | $5.90 | $19,599.80 |
DisclosureSEC source: 0001104659-23-123697 · tm2332257-1_4seq1.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 514,095 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 |
| September 01, 2023 Filed Sep 7, 2023 01:19 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 4,743 | $5.57 | $26,418.51 |
DisclosureSEC source: 0001104659-23-098736 · tm2325581-1_4seq1.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · PRESIDENT AND CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 517,417 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 |
| August 30, 2023 Filed Sep 1, 2023 20:11 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 105,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-097756 · tm2325324-1_4seq1.xml · nonDerivative · entry 1 BLAIR PATRICK T · CIK 0001896463 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 522,160 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 June 6, 2024, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 20:05 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 3,321 | $6.73 | $22,350.33 |
DisclosureSEC 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. Read SEC document |
| April 11, 2023 Filed Apr 11, 2023 23:53 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 3,320 | $7.70 | $25,564.00 |
DisclosureSEC 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. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 21:30 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 20,062 | $7.20 | $144,446.40 |
DisclosureSEC 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. Read SEC document |
| December 01, 2021 Filed Dec 4, 2021 01:00 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantNonqualified Stock Options (Right to Buy) · Derivative | 1,330,798 | $0.00 Strike: $7.89 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 01, 2021 Filed Dec 4, 2021 01:00 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 Par value | 443,599 | $0.00 | $0.00 |
DisclosureSEC 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. 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.