Every Form 4 that InnovAge Holding Corp. (INNV) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow INNV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full INNV filings page.
InnovAge Holding Corp. (INNV) reported that major shareholder TCO Group Holdings, L.P. recorded an "other" disposition of 411,515 shares of common stock on September 3, 2026, as a distribution to a limited partner as consideration for that partner’s interest in TCO Group Holdings.
After this distribution, TCO Group Holdings, L.P. reports holding 112,576,555 shares of InnovAge common stock directly, with voting and dispositive power exercised by an LP Board composed of designees of WCAS and Apax.
InnovAge Holding Corp. (INNV) had a Form 4 filed by a group of ten-percent owners associated with the Apax X funds reporting an internal restructuring transaction. On September 3, 2026, 411,515 shares of common stock were disposed of through a distribution by TCO Group Holdings, L.P. to one of its limited partners at a stated price of $0.00 per share, rather than through an open-market sale. Following this distribution, entities in the group continued to report 112,576,555 shares of InnovAge common stock held indirectly through TCO Group Holdings, L.P., with each entity disclaiming beneficial ownership except to the extent of its pecuniary interest.
InnovAge Holding Corp. (INNV) received notice that investment entities affiliated with Welsh, Carson, Anderson & Stowe reported an indirect disposition of 411,515 shares of common stock on September 3, 2026, reflecting a distribution by TCO Group Holdings, L.P. to one of its limited partners as consideration for that partner’s interest. Following this restructuring-related distribution, the affiliated holders continue to report indirect ownership of 112,576,555 shares of InnovAge common stock, with complex partnership and management entities disclaiming beneficial ownership except to the extent of their pecuniary interests. No transactions were reported under a Rule 10b5-1 trading plan.
BLAIR PATRICK T reported acquisition or exercise transactions in this Form 4 filing.
Patrick T Blair, Chief Executive Officer of InnovAge Holding Corp., received a grant of 78,397 Restricted Stock Units (RSUs) of common stock on 2026-07-27. These RSUs will vest in three equal installments on each anniversary of the grant date, subject to his continued service. Following this award, he directly holds 751,047 shares of common stock.
Adams Benjamin C reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. reported that Chief Financial Officer Benjamin C. Adams received an equity award of 17,123 shares of common stock in the form of Restricted Stock Units. The RSUs vest in three equal annual installments, contingent on his continued service, resulting in 17,123 directly held reported shares.
DAMATO NICOLE reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. reported that chief legal officer Nicole Damato received a grant of 51,369 Restricted Stock Units (RSUs) on July 22, 2026. The RSUs will be settled in shares of common stock and will vest in three equal annual installments on the anniversary of the grant date, subject to her continued service. Following this award, her reported direct holdings total 328,711 shares of common stock.
Delk Meredith reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. granted Chief Administrative Officer Meredith Delk an equity award of 42,808 Restricted Stock Units (RSUs) on 2026-07-22. The RSUs will be settled in common stock and vest in three equal annual installments on each anniversary of the grant date, contingent on Delk’s continued service. Following this award, Delk holds 42,808 RSUs reported as common stock directly.
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.
InnovAge Holding Corp. reported that Chief Legal Officer Nicole Damato had 19,401 shares of common stock withheld on July 15, 2026 to satisfy tax obligations arising from the vesting and settlement of restricted stock units, at $11.58 per share. After this tax-withholding disposition, she directly owns 277,342 shares.
ZORETIC RICHARD C reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. reported that director Richard C. Zoretic received a grant of 8,539 Restricted Stock Units, which will be settled in common stock. These RSUs vest in full on June 30, 2027, contingent on his continued service. After this award, he directly holds 102,349 shares, reflecting routine equity-based compensation rather than an open-market trade.
TAVENNER MARILYN B reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. director Marilyn B. Tavenner received an equity award in the form of 8,539 Restricted Stock Units, which cost her nothing per unit. These RSUs will settle in common shares and vest in full on June 30, 2027, if she continues serving the company. After this grant, she directly holds 53,696 shares.
InnovAge Holding Corp. director Teresa Sparks received an equity award in the form of restricted stock units. She acquired 8,539 RSUs that will be settled in shares of common stock and vest in full on June 30, 2027, subject to her continued service with the company. After this grant, she holds 67,665 shares of common stock directly, showing this is a routine compensation-related award rather than an open-market stock purchase or sale.
Kennedy Edward Moore Jr. reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. director receives equity award
Director Edward Moore Kennedy Jr. was granted 8,539 Restricted Stock Units (RSUs) of InnovAge Holding Corp. common stock. These RSUs were awarded at no cash cost to him and increase his direct holdings to 76,696 shares.
The RSUs will be settled in shares of common stock and are scheduled to vest in full on June 30, 2027, as long as he continues to serve with the company. This filing reflects a compensation-related equity grant rather than an open-market stock purchase or sale.
Bush John Ellis reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. director John Ellis Bush received an equity award of 8,539 Restricted Stock Units (RSUs), which will be settled in common shares. The RSUs vest in full on June 30, 2027, subject to his continued service. Following this grant, he directly holds 53,696 shares reported on this Form 4. This is a compensation-related award at no cash purchase price, not an open-market stock buy.
FONTNEAU PATRICIA reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. director Patricia Fontneau received a grant of 8,539 Restricted Stock Units, or RSUs, that will settle in shares of common stock. The award was recorded at a price of $0.00 per share, reflecting compensation rather than an open-market purchase. After this grant, Fontneau holds 70,664 shares directly. The RSUs vest in full on June 30, 2027, provided she continues her service with the company.
CARLSON JAMES G reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. director James G. Carlson received an equity grant in the form of 8,539 Restricted Stock Units (RSUs), which cost him $0.00 per unit. These RSUs will be settled in shares of common stock and vest in full on June 30, 2027, subject to his continued service with the company.
Following this grant, Carlson directly holds a total of 95,889 shares or share-equivalents of InnovAge common stock, reflecting routine, compensation-related alignment with shareholders rather than an open-market purchase.
Browne Jennifer reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. reported that President and COO Jennifer Browne received an equity award of 67,842 shares of common stock in the form of Restricted Stock Units. The RSUs were granted at a price of $0.00 per share as compensation, not an open-market purchase.
The RSUs will vest in three equal annual installments on each anniversary of the grant date, as long as she continues serving with the company. After this award, Browne’s directly held common stock reported in this filing totals 67,842 shares, with no additional derivative positions shown.
InnovAge Holding Corp.'s Chief Legal Officer, Nicole Damato, reported routine share dispositions tied to taxes on vested restricted stock units. On two dates, shares of common stock were withheld by the company to cover her tax obligations, not sold on the open market. A total of 23,064 shares were used for tax withholding, and she continues to hold 296,743 shares of InnovAge common stock directly after these transactions.
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.
InnovAge Holding Corp. reported an insider stock sale by its President and COO. On 11/14/2025, the executive sold 33,000 shares of InnovAge common stock in an open market transaction coded as a sale. The weighted average sale price was reported as $4.90 per share, with individual trades executed between $4.81 and $5.01. After this transaction, the reporting person beneficially owned 119,617 shares of InnovAge common stock, held directly.