InnovAge CMO holds 38,765 restricted stock units

InnovAge Holding Corp. executive Paul Taheri, Chief Medical Officer, reported initial beneficial ownership on a Form 3.

Rhea-AI Filing Summary

InnovAge Holding Corp. executive Paul Taheri, Chief Medical Officer, reported initial beneficial ownership on a Form 3. He holds 38,765 shares/units as Restricted Stock Units that will be settled in common stock upon vesting. This includes 17,361 RSUs vesting ratably over three years beginning January 27, 2027 and 21,404 RSUs vesting ratably over three years beginning July 22, 2027, in each case subject to his continued service with the company.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Taheri Paul

Role Chief Medical Officer

Type	Security	Shares	Price	Value
holding	Common Stock, $0.001 par value F1	--	--	--

Holdings After Transaction: Common Stock, $0.001 par value — 38,765 shares (Direct)

Footnotes (1)

1. F1. Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer upon vesting, including (i) 17,361 RSUs which will vest ratably over three years beginning on January 27, 2027, and (ii) 21,404 RSUs which will vest ratably over three years beginning on July 22, 2027, in each case subject to the Reporting Person's continued service with the Issuer.

Key Figures

Total RSUs / shares following reporting: 38,765 shares/RSUs First RSU tranche: 17,361 RSUs Second RSU tranche: 21,404 RSUs +2 more

5 metrics

Total RSUs / shares following reporting 38,765 shares/RSUs Common stock/RSUs reported as beneficially owned following the Form 3 entry

First RSU tranche 17,361 RSUs Vest ratably over three years beginning January 27, 2027, subject to continued service

Second RSU tranche 21,404 RSUs Vest ratably over three years beginning July 22, 2027, subject to continued service

Vesting start date (first grant) January 27, 2027 Start of three-year ratable vesting for 17,361 RSUs

Vesting start date (second grant) July 22, 2027 Start of three-year ratable vesting for 21,404 RSUs

Key Terms

Restricted Stock Units, vest ratably, beneficial ownership, continued service

4 terms

Restricted Stock Units financial

"Represents Restricted Stock Units ("RSUs") which will be settled in shares"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

vest ratably financial

"17,361 RSUs which will vest ratably over three years"

beneficial ownership financial

"reported initial beneficial ownership on a Form 3"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

continued service financial

"in each case subject to the Reporting Person's continued service"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider holdings did INNV Chief Medical Officer Paul Taheri report on this Form 3?

Paul Taheri reported beneficial ownership of 38,765 Restricted Stock Units in InnovAge Holding Corp. These RSUs will be settled in shares of common stock upon vesting, subject to his continued service with the company.

How many INNV RSUs held by Paul Taheri vest beginning January 27, 2027?

Taheri holds 17,361 RSUs that will vest ratably over three years beginning January 27, 2027. Each vesting installment is contingent on his continued service with InnovAge Holding Corp.

What is the second INNV RSU grant and vesting schedule for Paul Taheri?

Taheri holds an additional 21,404 RSUs that will vest ratably over three years beginning July 22, 2027. These units are also subject to his continued service with InnovAge Holding Corp.

Are Paul Taheri’s INNV RSUs settled in cash or stock?

Taheri’s Restricted Stock Units will be settled in shares of InnovAge common stock upon vesting. Settlement is equity-based, not described as cash-settled, and depends on satisfying the service-based vesting conditions.

Does this INNV Form 3 show recent insider buying or selling by Paul Taheri?

The Form 3 reports holdings and vesting schedules but no explicit purchases or sales. It is an initial statement of beneficial ownership, listing RSU positions rather than disclosing new market transactions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/17/2026 - 05:07 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Taheri Paul

(Last) (First) (Middle)

8950 E LOWRY BLVD

(Street)

DENVER COLORADO 80230

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
08/17/2026

3. Issuer Name and Ticker or Trading Symbol
InnovAge Holding Corp. [ INNV ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Medical Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock, $0.001 par value	38,765(1)	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents Restricted Stock Units ("RSUs") which will be settled in shares of common stock of the Issuer upon vesting, including (i) 17,361 RSUs which will vest ratably over three years beginning on January 27, 2027, and (ii) 21,404 RSUs which will vest ratably over three years beginning on July 22, 2027, in each case subject to the Reporting Person's continued service with the Issuer.

Remarks:

Exhibit 24.1 - Power of Attorney

	/s/ Nicole D'Amato, by Power of Attorney	08/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)