Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InnovAge Holding Corp.INNV · Entity 4693 | CHIEF OPERATIONS OFFICER | June 06, 2024 | June 07, 2024 |
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 June 06, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 201,955 |
Reported balance
After 2024-06-06 transaction · row 1
1 source rowRow 1 · 2024-06-06 · Tax withholding · Disposed 10,187 · Balance 201,955 F1: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| June 06, 2024 Filed Jun 7, 2024 20:21 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 10,187 | $4.83 | $49,203.21 |
DisclosureSEC source: 0001834376-24-000038 · wk-form4_1717791703.xml · nonDerivative · entry 1 BENT CHRISTINE · CIK 0001969313 · CHIEF OPERATIONS OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,955 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 20:10 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 86,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001834376-24-000030 · wk-form4_1717704596.xml · nonDerivative · entry 1 BENT CHRISTINE · CIK 0001969313 · CHIEF OPERATIONS OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,142 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 |
| April 17, 2024 Filed Apr 18, 2024 20:13 UTC | InnovAge Holding Corp. INNV · Entity 4693 | Tax withholdingCommon Stock, $0.001 par value | 8,734 | $4.00 | $34,936.00 |
DisclosureSEC source: 0001834376-24-000015 · wk-form4_1713471175.xml · nonDerivative · entry 1 BENT CHRISTINE · CIK 0001969313 · CHIEF OPERATIONS OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,561 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 20:51 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 52,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-071246 · tm2318745-1_4seq1.xml · nonDerivative · entry 1 BENT CHRISTINE · CIK 0001969313 · CHIEF OPERATIONS OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,295 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 |
| April 17, 2023 Filed Apr 19, 2023 22:26 UTC | InnovAge Holding Corp. INNV · Entity 4693 | GrantCommon Stock, $0.001 par value | 82,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-047282 · tm2313025-1_4seq1.xml · nonDerivative · entry 1 BENT CHRISTINE · CIK 0001969313 · CHIEF OPERATIONS OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,143 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.