Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InnovAge Holding Corp.INNV · Entity 4693 | Director | July 01, 2026 | July 02, 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 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 95,889 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 8,539 · Balance 95,889 F1: Represented Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represented Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, 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 01, 2026 Filed Jul 2, 2026 20:27 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 8,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-26-000030 · wk-form4_1783024039.xml · nonDerivative · entry 1 CARLSON JAMES G · CIK 0001024376 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,889 F1 · shares: Represented Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2027, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:14 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 25,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-25-000034 · wk-form4_1751487268.xml · nonDerivative · entry 1 CARLSON JAMES G · CIK 0001024376 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,350 F1 · shares: Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer and will vest in full on June 30, 2026, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| September 03, 2024 Filed Sep 3, 2024 20:30 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 20,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-24-000056 · wk-form4_1725395434.xml · nonDerivative · entry 1 CARLSON JAMES G · CIK 0001024376 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,700 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 June 30, 2025, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| September 03, 2024 Filed Sep 9, 2024 21:20 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 13,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-039907 · wk-form4_1725916817.xml · nonDerivative · entry 1 CARLSON JAMES G · CIK 0001024376 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,034 F1 · shares: Represents a grant of 13,334 fully vested shares of common stock of the Issuer awarded to the Reporting Person for service as a director of the Issuer for fiscal year 2024. Read SEC document |
| June 30, 2022 Filed Jul 6, 2022 01:34 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 28,539 | $0.00 | $0.00 |
DisclosureSEC 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. 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.