Welcome to our dedicated page for INTELLINETICS SEC filings (Ticker: INLX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Intellinetics, Inc. filings document the regulatory record of a Nevada digital transformation solutions provider with common stock registered under the Exchange Act. Its 8-K reports cover quarterly and annual operating results, revenue categories such as SaaS and professional services, material agreements, debt arrangements and other capital-structure actions.
The company’s proxy and current reports also disclose annual meeting matters, director elections, shareholder voting results, board composition, officer appointments and resignation-related arrangements. Recent filings include disclosures on a secured line of credit, repayment and termination of notes payable, and governance matters associated with executive leadership changes.
INTELLINETICS, INC. director Russell Jean Bernier received a grant of non-qualified stock options covering 5,000 shares of common stock. The options have an exercise price of $6.11 per share, were granted as compensation for director services under the 2023 Non-Employee Director Compensation Plan, and expire on June 25, 2036. Following this award, Bernier holds a total of 13,100 options on the company’s common stock.
INTELLINETICS, INC. insider filings show that shares were sold indirectly through Taglich Brothers, Inc., an entity associated with 10% owner Robert Taglich. The entity executed two open-market sales of common stock, totaling 4,304 shares at prices of $6.50 and $6.58 per share. Following these sales, 454,338 shares of Intellinetics common stock remained indirectly owned as reflected in the filing.
INTELLINETICS, INC. director and 10% owner Michael N. Taglich reported indirect open-market sales of the company’s common stock by Taglich Brothers, Inc. The entity sold 3,754 shares at $6.58 per share on June 16 and 550 shares at $6.50 per share on June 17. After these transactions, Taglich Brothers, Inc. held 730,346 Intellinetics common shares indirectly associated with Taglich.
Intellinetics, Inc. reports first-quarter 2026 results with revenue of $3.9 million, down 8% from the prior-year quarter, as project timing and weaker document services volumes weighed on growth. Professional services revenue fell 14.3%, while software-as-a-service revenue was essentially flat at $1.54 million, up 0.1%.
Gross margin declined to 63.5% from 66.6%, mainly due to lower-margin professional services work, even as storage and retrieval margins improved. Operating expenses rose 4.4%, driven by CEO transition-related costs and stock-based compensation, pushing the operating loss to $1.18 million and net loss to $1.18 million, or $0.27 per share.
The company ended the quarter with $2.08 million in cash and a working capital deficit of about $0.5 million, including $2.90 million of deferred revenue. Operating cash outflow was $0.23 million. Intellinetics has no debt outstanding, a new $1.0 million secured credit line with JPMorgan Chase, significant tax loss carryforwards, and additional capacity under an at-the-market equity program.
Intellinetics, Inc. reported first quarter 2026 revenue of $3.9 million, down 8.0% from the same period in 2025, mainly from a 14.3% decline in professional services revenue. Software-as-a-service revenue was stable at $1.54 million, up slightly year over year.
Gross profit fell to $2.48 million and loss from operations widened to $1.18 million, reflecting lower services revenue and $430,130 of non-recurring CEO transition expenses. Net loss increased to $1.18 million, or $(0.27) per share, and Adjusted EBITDA moved to a loss of $287,650 from a modest profit a year earlier.
Cash decreased to about $2.1 million after modest operating and investment cash outflows. The new CEO highlighted the company’s SaaS platform and recurring revenue as strategic priorities and expressed expectations for double-digit year-over-year SaaS growth in fiscal 2026.
Intellinetics Inc reports a Schedule 13G filing showing Bard Associates, Inc. beneficially owns 336,007 shares of Common Stock, representing 7.5%.
The filing breaks down voting and dispositive power: 19,650 shares of sole voting and dispositive power and 316,357 shares of shared dispositive power. The filing is signed by Michael Demaray, President, dated 05/14/2026.
Intellinetics, Inc. is calling its 2026 Annual Meeting of Stockholders for June 25, 2026 at its Columbus, Ohio headquarters. Stockholders will elect five directors for one-year terms and vote on several key governance and compensation matters.
The company seeks approval to amend its 2024 Equity Incentive Plan, increasing common shares authorized for issuance from 243,122 to 917,157, and to amend its 2023 Non-Employee Director Compensation Plan, raising its share limit from 150,000 to 302,863. Stockholders will also cast non-binding advisory votes on named executive officer pay and on how often future say-on-pay votes should occur, with the Board recommending a three-year frequency, and will vote on ratifying GBQ Partners LLC as independent auditor for the fiscal year ending December 31, 2026. As of the April 28, 2026 record date, 4,458,863 common shares were outstanding and entitled to vote.
INTELLINETICS, INC. Chief Financial Officer Joseph D. Spain reported a small share disposition related to taxes, not an open-market trade. On the vesting of a restricted stock grant originally awarded on March 28, 2025, 843 shares of common stock at $7.25 per share were remitted to the company to cover withholding taxes. After this tax-withholding transaction, he directly holds 30,907 shares of Intellinetics common stock.
INTELLINETICS, INC. chief strategy officer Matthew L. Chretien reported two share dispositions that were strictly for tax withholding, not open-market sales. On April 8, 2026, he remitted a total of 3,510 shares of common stock back to the company to cover withholding taxes on vesting restricted stock grants originally awarded on March 28, 2025 and April 2, 2024. After these tax-withholding transactions, he directly holds 51,775 shares of Intellinetics common stock.