Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InnovAge Holding Corp.INNV · Entity 4693 | CHIEF LEGAL OFFICER | September 25, 2026 | September 29, 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 September 25, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 304,897 |
Reported balance
After 2026-09-25 transaction · row 1
1 source rowRow 1 · 2026-09-25 · Sale · Disposed 23,814 · Balance 304,897 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 |
|---|---|---|---|---|---|---|
| September 25, 2026 Filed Sep 29, 2026 20:04 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 23,814 | $8.70 | $207,181.80 |
DisclosureSEC 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. Read SEC document |
| July 22, 2026 Filed Jul 23, 2026 20:42 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 51,369 | $0.00 | $0.00 |
DisclosureSEC 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 15, 2026 Filed Jul 17, 2026 20:06 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 19,401 | $11.58 | $224,663.58 |
DisclosureSEC 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 |
| June 06, 2026 Filed Jun 8, 2026 22:06 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 8,018 | $7.30 | $58,531.40 |
DisclosureSEC 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 04, 2026 Filed Jun 8, 2026 22:06 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 15,046 | $7.20 | $108,331.20 |
DisclosureSEC 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 |
| August 15, 2025 Filed Aug 18, 2025 20:05 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 14,303 | $3.43 | $49,059.29 |
DisclosureSEC 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. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:27 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 125,598 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 20:08 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 8,056 | $4.02 | $32,385.12 |
DisclosureSEC 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. Read SEC document |
| June 04, 2025 Filed Jun 9, 2025 20:08 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 15,046 | $3.96 | $59,582.16 |
DisclosureSEC 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. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:03 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 1,660 | $6.54 | $10,856.40 |
DisclosureSEC source: 0001834376-24-000089 · wk-form4_1731099798.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 231,614 F1 · shares: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 13, 2024. 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 $6.50 to $6.66, 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. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 21:29 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 7,521 | $6.00 | $45,126.00 |
DisclosureSEC source: 0001104659-24-101039 · tm2424330-1_4seq1.xml · nonDerivative · entry 2 DAMATO NICOLE · CIK 0001884895 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 233,274 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 13, 2024. 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 $5.83 to $6.13, 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. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 21:29 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 4,372 | $5.95 | $26,013.40 |
DisclosureSEC source: 0001104659-24-101039 · tm2424330-1_4seq1.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 240,795 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 13, 2024. 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 $5.83 to $5.99, 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. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:16 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 14,303 | $6.22 | $88,964.66 |
DisclosureSEC source: 0001834376-24-000051 · wk-form4_1724098585.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,167 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 02, 2024 Filed Jul 3, 2024 19:31 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 7,486 | $5.03 | $37,654.58 |
DisclosureSEC source: 0001834376-24-000047 · wk-form4_1720035108.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,470 F1 · shares: 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 20:25 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 8,056 | $4.83 | $38,910.48 |
DisclosureSEC source: 0001834376-24-000042 · wk-form4_1717791893.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,956 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 04, 2024 Filed Jun 6, 2024 20:11 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 97,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-24-000031 · wk-form4_1717704698.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,012 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 |
| August 15, 2023 Filed Aug 18, 2023 01:28 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 9,673 | $5.60 | $54,168.80 |
DisclosureSEC source: 0001104659-23-093170 · tm2324023-2_4seq1.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,609 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 18, 2023 Filed Jul 19, 2023 00:54 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 4,000 | $7.12 | $28,480.00 |
DisclosureSEC source: 0001104659-23-082118 · tm2321586-1_4seq1.xml · nonDerivative · entry 2 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 187,282 F1 · 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 $7.01 to $7.17, 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. Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 00:54 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 1,866 | $7.07 | $13,192.62 |
DisclosureSEC source: 0001104659-23-082118 · tm2321586-1_4seq1.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 191,282 F1 · 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.00 to $7.16, 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. Read SEC document |
| July 13, 2023 Filed Jul 18, 2023 01:45 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 3,448 | $7.07 | $24,377.36 |
DisclosureSEC source: 0001104659-23-081756 · tm2321496-1_4seq1.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 193,148 F1 · 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.00 to $7.20, 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. Read SEC document |
| July 12, 2023 Filed Jul 14, 2023 10:02 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 411 | $7.08 | $2,909.88 |
DisclosureSEC source: 0001104659-23-080956 · tm2321286-1_4seq1.xml · nonDerivative · entry 2 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 196,596 F1 · 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 $7.00 to $7.10, 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. Read SEC document |
| July 11, 2023 Filed Jul 14, 2023 10:02 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 892 | $7.06 | $6,297.52 |
DisclosureSEC source: 0001104659-23-080956 · tm2321286-1_4seq1.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 197,007 F1 · 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.02 to $7.11, 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. Read SEC document |
| July 10, 2023 Filed Jul 11, 2023 01:22 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 6,422 | $7.10 | $45,596.20 |
DisclosureSEC source: 0001104659-23-079749 · tm2320949-1_4seq1.xml · nonDerivative · entry 2 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 197,899 F1 · 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 $7.00 to $7.16, 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. Read SEC document |
| July 06, 2023 Filed Jul 11, 2023 01:22 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 139 | $7.01 | $974.39 |
DisclosureSEC source: 0001104659-23-079749 · tm2320949-1_4seq1.xml · nonDerivative · entry 1 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 204,321 F1 · 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.00 to $7.02, 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. Read SEC document |
| July 05, 2023 Filed Jul 6, 2023 00:50 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 4,173 | $7.28 | $30,379.44 |
DisclosureSEC source: 0001104659-23-078344 · tm2320638-1_4seq1.xml · nonDerivative · entry 3 DAMATO NICOLE · CIK 0001884895 · CHIEF LEGAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 204,460 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. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.04 to $7.40, 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. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 00:50 UTC | InnovAge Holding Corp. INNV · Entity 4693 | SaleCommon Stock, $0.001 par value | 2,101 | $7.26 | $15,253.26 |
DisclosureSEC 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. Read SEC document |
| July 02, 2023 Filed Jul 6, 2023 00:50 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 20,220 | $7.50 | $151,650.00 |
DisclosureSEC 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. Read SEC document |
| June 06, 2023 Filed Jun 14, 2023 20:52 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 52,152 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:17 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 92,593 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| July 02, 2022 Filed Jul 6, 2022 21:37 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 10,707 | $4.45 | $47,646.15 |
DisclosureSEC 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. Read SEC document |
| March 16, 2022 Filed Jun 29, 2022 10:04 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 38,786 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 04, 2022 Filed Jun 29, 2022 10:04 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 33,250 | $0.00 | $0.00 |
DisclosureSEC 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. 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.