Innventure (INV) director Donnally reports stock award and 10,850-share gifts
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Innventure, Inc. director James O. Donnally reported routine equity movements involving gifts and stock compensation. He received 5,425 fully vested shares of Common Stock as a grant under Innventure’s Non-Management Director Compensation Plan in lieu of cash retainers for the second quarter of 2026.
Donnally also made bona fide gifts totaling 10,850 shares. One gift moved 5,425 directly owned shares into the James O. Donnally Revocable Trust, over which he has voting and investment power. Another 5,425-share gift involved indirectly held stock. After these transactions, he holds 23,662 shares directly, 27,886 shares through the Donnally Trust, 1,635,349 shares indirectly via the Glockner Family Venture Fund where he disclaims beneficial ownership beyond any pecuniary interest, and 4,708,121 shares through Our-No Family Holdings LP, where he has voting and investment power.
Positive
- None.
Negative
- None.
Insider Trade Summary
10,850 shares gifted
Mixed
5 txns
Insider
Donnally James O
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 5,425 | $0.00 | -- |
| Gift | Common Stock | 5,425 | $0.00 | -- |
| Gift | Common Stock | 5,425 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 23,662 shares (Direct, null);
Common Stock — 1,635,349 shares (Indirect, See footnote)
Footnotes (1)
- Fully vested common stock, par value $0.0001 per share (the "Common Stock"), of Innventure, Inc. (the "Issuer") received by the Reporting Person under the Second Amended and Restated Innventure, Inc. Non-Management Director Compensation Plan (the "Plan") resulting from the Reporting Person's election under the Plan, in lieu of the cash retainers that would have otherwise been paid to the Reporting Person pursuant to the Plan during the second calendar quarter of 2026. On June 30, 2026, the Reporting Person transferred 5,425 directly owned shares of common stock, par value $0.0001 per share ("Common Stock") of the Issuer to the James O. Donnally Revocable Trust (the "Donnally Trust"). The Reporting Person has voting and investment power over the shares of Common Stock held by the Donnally Trust. Represents shares of Common Stock held by the Donnally Trust, for which the Reporting Person has voting and investment power over the shares of Common Stock held by that trust. . Represents shares of Common Stock held directly by the Glockner Family Venture Fund (the "Glockner Fund"). The Reporting Person is a 25% owner of the Glockner Fund and is a 25% owner and the Managing Member of Bellringer Consulting Group, LLC ("Bellringer"), the general partner of the Glockner Fund. The Reporting Person has no authority over the Glockner Fund's decision-making with respect to equity or debt investments in the Issuer and disclaims beneficial ownership of the shares reported herein except to the extent of his pecuniary interest therein, if any. The inclusion of these shares in this report shall not be deemed an admission that the Reporting Person is a beneficial owner of the securities reported in this filing for purposes of Section 16 of the Exchange Act of 1934. Common Stock held by Our-No Family Holdings LP. ("Our-No Family Holdings"). The Reporting Person has voting investment power over the Common Stock held by Our-No Family Holdings.
Key Figures
Director stock award: 5,425 shares
Total gifted shares: 10,850 shares
Direct holdings after transactions: 23,662 shares
+3 more
6 metrics
Director stock award
5,425 shares
Fully vested shares in lieu of Q2 2026 cash retainers
Total gifted shares
10,850 shares
Two bona fide gifts of 5,425 shares each
Direct holdings after transactions
23,662 shares
Common Stock held directly by James O. Donnally
Donnally Trust holdings
27,886 shares
Common Stock held by James O. Donnally Revocable Trust
Glockner Fund holdings
1,635,349 shares
Indirect via Glockner Family Venture Fund; beneficial ownership disclaimed beyond pecuniary interest
Our-No Family Holdings LP
4,708,121 shares
Indirect holdings where Donnally has voting and investment power
Key Terms
bona fide gift, Second Amended and Restated Innventure, Inc. Non-Management Director Compensation Plan, Revocable Trust, pecuniary interest, +1 more
5 terms
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Second Amended and Restated Innventure, Inc. Non-Management Director Compensation Plan financial
"received by the Reporting Person under the Second Amended and Restated Innventure, Inc. Non-Management Director Compensation Plan"
Revocable Trust financial
"transferred 5,425 directly owned shares of common stock ... to the James O. Donnally Revocable Trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
pecuniary interest financial
"disclaims beneficial ownership of the shares reported herein except to the extent of his pecuniary interest therein"
beneficial ownership financial
"shall not be deemed an admission that the Reporting Person is a beneficial owner of the securities reported"
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.
FAQ
What insider transactions did Innventure (INV) director James O. Donnally report?
James O. Donnally reported a 5,425-share stock award and two bona fide gifts totaling 10,850 shares. These transactions involve director compensation in stock and transfers to trusts and related entities, rather than open-market buying or selling of Innventure shares.
What are James O. Donnally’s indirect Innventure (INV) holdings through trusts and funds?
He indirectly holds 27,886 shares via the James O. Donnally Revocable Trust, 1,635,349 shares through the Glockner Family Venture Fund, and 4,708,121 shares via Our-No Family Holdings LP. He disclaims beneficial ownership of Glockner’s shares beyond any pecuniary interest.
Do the reported Innventure (INV) transactions involve open-market buying or selling by James O. Donnally?
No, the filing shows a stock award and bona fide gifts, with no open-market purchases or sales. The actions reflect compensation in shares and transfers among Donnally’s direct holdings, a revocable trust, and related entities, rather than trading in the public market.