InnovAge CEO reports tax-withholding share transfer

InnovAge Holding Corp. chief executive officer Patrick T. Blair reported a tax-withholding disposition of 14,453 shares of common stock on July 16, 2026, at $11.87 per share.

Accepted by SEC EDGAR 07/17/2026 - 04:36 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

InnovAge Holding Corp. chief executive officer Patrick T. Blair reported a tax-withholding disposition of 14,453 shares of common stock on July 16, 2026, at $11.87 per share. The shares were withheld to cover taxes upon restricted stock unit vesting, leaving him with 672,650 directly held shares and no open-market sale.

Insider Trade Summary

Tax Withholding: 14,453 shares

Tax Withholding 1 txn

Insider BLAIR PATRICK T

Role CHIEF EXECUTIVE OFFICER

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock, $0.001 par value F1	14,453	$11.87	$172K

Holdings After Transaction: Common Stock, $0.001 par value — 672,650 shares (Direct)

Holdings Before and After: Common Stock, $0.001 par value, 687,103 to 672,650 shares (Direct)

Footnotes (1)

1. F1. Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

Key Figures

Shares withheld for taxes: 14,453 shares Tax-withholding price: $11.87 per share Shares held after transaction: 672,650 shares

3 metrics

Shares withheld for taxes 14,453 shares Shares withheld to satisfy tax obligations on RSU vesting on July 16, 2026

Tax-withholding price $11.87 per share Value used for the 14,453-share tax-withholding disposition

Shares held after transaction 672,650 shares Direct InnovAge common stock holdings of Patrick T. Blair following the withholding

Key Terms

tax-withholding disposition, restricted stock units, par value

3 terms

tax-withholding disposition financial

"reported a tax-withholding disposition of 14,453 shares of common stock"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

restricted stock units financial

"in connection with the vesting and settlement of restricted stock units"

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.

par value financial

"Common Stock, $0.001 par value"

Par value is the fixed amount printed on a bond or stock that represents its original value when issued. It’s like the face value of a coin or bill—what the issuer promises to pay back or the starting price of a stock—though it often doesn’t change with market prices. It matters because it helps determine certain financial details, like how much the company will pay back at maturity.

FAQ

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

What insider transaction did InnovAge (INNV) report for CEO Patrick T. Blair?

CEO Patrick T. Blair reported a tax-withholding disposition of 14,453 shares of InnovAge common stock. These shares were withheld to cover taxes due on the vesting of restricted stock units, not sold in the open market.

At what price were the InnovAge (INNV) shares withheld for CEO Patrick T. Blair?

The 14,453 InnovAge shares were valued at $11.87 per share for tax-withholding purposes. This reflects the price used to calculate the amount of stock needed to satisfy Blair’s tax obligations on his RSU vesting.

How many InnovAge (INNV) shares does CEO Patrick T. Blair hold after this Form 4 transaction?

After the tax-withholding event, CEO Patrick T. Blair directly holds 672,650 shares of InnovAge common stock. This figure reflects his position following the withholding of 14,453 shares for tax obligations tied to RSU vesting.

Was the InnovAge (INNV) CEO’s Form 4 transaction an open-market sale?

No, the transaction was not an open-market sale. The 14,453 shares were withheld by the company solely to satisfy Patrick T. Blair’s tax obligations arising from the vesting and settlement of restricted stock units.

What triggered the tax-withholding transaction reported by InnovAge (INNV) for its CEO?

The transaction was triggered by the vesting and settlement of restricted stock units granted to CEO Patrick T. Blair. To cover the resulting tax obligations, 14,453 shares of InnovAge common stock were withheld instead of Blair receiving all vested shares in stock.

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

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SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

BLAIR PATRICK T

(Last) (First) (Middle)

8950 E. LOWRY BOULEVARD

(Street)

DENVER COLORADO 80230

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CHIEF EXECUTIVE OFFICER

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/16/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock, $0.001 par value	07/16/2026		F(1)		14,453	D	$11.87	672,650	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares withheld to satisfy the Reporting Person's tax obligations in connection with the vesting and settlement of restricted stock units.

Remarks:

	/s/ Nicole D'Amato, by Power of Attorney	07/17/2026
	** 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 4 (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 4: SEC 1474 (03-26)