InnovAge (INNV) CEO has 21,969 shares withheld to cover taxes

Filing Impact

(High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

InnovAge Holding Corp. chief executive officer Patrick T. Blair reported two Form 4 transactions where a total of 21,969 shares of common stock were disposed of to cover tax obligations tied to the vesting and settlement of restricted stock units. These F-code transactions represent shares withheld for taxes, not open-market sales. After these tax-withholding dispositions, he continues to directly own 687,103 shares of InnovAge common stock.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider BLAIR PATRICK T

Role CHIEF EXECUTIVE OFFICER

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock, $0.001 par value	10,088	$7.30	$74K
Tax Withholding	Common Stock, $0.001 par value	11,881	$7.30	$87K

Holdings After Transaction: Common Stock, $0.001 par value — 687,103 shares (Direct, null)

Footnotes (1)

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Key Figures

Tax-withholding disposition 1: 11,881 shares at $7.30 Tax-withholding disposition 2: 10,088 shares at $7.30 Total shares withheld for taxes: 21,969 shares +1 more

4 metrics

Tax-withholding disposition 1 11,881 shares at $7.30 F-code disposition on 2026-06-05 for tax obligations

Tax-withholding disposition 2 10,088 shares at $7.30 F-code disposition on 2026-06-06 for tax obligations

Total shares withheld for taxes 21,969 shares Sum of F-code tax-withholding dispositions reported

Shares owned after transactions 687,103 shares Direct InnovAge common stock holdings after latest Form 4 entry

Key Terms

tax-withholding disposition, restricted stock units, Common Stock, $0.001 par value, Payment of exercise price or tax liability by delivering securities

4 terms

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition""

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.

Common Stock, $0.001 par value financial

"security_title: "Common Stock, $0.001 par value""

Payment of exercise price or tax liability by delivering securities financial

"transaction_code_description: "Payment of exercise price or tax liability by delivering securities""

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Form 4 Insider Transactions: What Each Field Means →

06/08/2026 - 05:01 PM

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)
06/05/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock, $0.001 par value	06/05/2026		F⁽¹⁾		11,881	D	$7.3	697,191	D
Common Stock, $0.001 par value	06/06/2026		F⁽¹⁾		10,088	D	$7.3	687,103	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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	06/08/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What did InnovAge (INNV) CEO Patrick T. Blair report on this Form 4?

Patrick T. Blair reported that shares of InnovAge common stock were disposed of to satisfy tax obligations from vesting restricted stock units. The transactions were coded as tax-withholding dispositions, meaning the shares were withheld rather than sold in the open market.

How many InnovAge (INNV) shares were withheld for the CEO’s taxes?

A total of 21,969 InnovAge common shares were withheld to cover Patrick T. Blair’s tax obligations. The Form 4 shows 11,881 shares and 10,088 shares disposed of on consecutive dates, each at a reference price of $7.30 per share for tax purposes.

Are the InnovAge (INNV) CEO’s Form 4 transactions open-market sales?

No, these transactions are not open-market sales. They are F-code tax-withholding dispositions, where shares are delivered to satisfy tax liabilities from vesting restricted stock units, as described in the footnote and transaction code explanation on the Form 4.

How many InnovAge (INNV) shares does the CEO hold after these transactions?

After the reported tax-withholding dispositions, Patrick T. Blair directly owns 687,103 shares of InnovAge common stock. This figure reflects his position following the latest transaction recorded on the Form 4 and indicates a substantial remaining equity stake in the company.

Why were InnovAge (INNV) shares withheld from the CEO’s holdings?

The shares were withheld to satisfy Patrick T. Blair’s tax obligations related to the vesting and settlement of restricted stock units. Instead of paying cash, a portion of the vested shares was delivered for taxes, which is a common administrative mechanism for equity compensation.