Welcome to our dedicated page for Innventure SEC filings (Ticker: INV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Innventure, Inc. (NASDAQ: INV) SEC filings page on Stock Titan provides access to the company’s official U.S. Securities and Exchange Commission documents, along with AI-powered summaries that explain their contents in plain language. These filings are central to understanding how Innventure structures its industrial growth conglomerate model, finances its operations, and governs its family of technology-driven businesses.
Innventure’s recent Form 8-K current reports describe material events such as securities purchase agreements for convertible debentures with YA II PN, Ltd. (Yorkville), private placements of common stock and warrants, changes in independent registered public accounting firms, and the appointment of its first Lead Independent Director. Other 8-Ks detail financing arrangements and governance rights related to Accelsius Holdings LLC, Innventure’s controlled subsidiary focused on data center cooling products.
The company’s registration statements, including Form S-1 and shelf registration on Form S-3, outline its capital structure, preferred stock designations, and the registration of common shares and warrant shares for resale. Definitive proxy materials on Schedule 14A explain proposals submitted to stockholders, such as approvals needed under Nasdaq listing rules for issuing 20% or more of outstanding common stock in connection with convertible debentures and equity purchase agreements.
On this page, users can also monitor proxy statements, special meeting notices, and related voting information that describe how Innventure seeks shareholder approval for key financing transactions. For subsidiary-level financing, filings discuss convertible notes, preferred units, and rights granted to strategic investors in Accelsius.
Stock Titan’s interface surfaces these filings in real time from EDGAR and enhances them with AI-generated highlights, helping readers quickly identify important terms such as conversion prices, voting rights, index inclusion effects, and changes in auditor or board structure without needing to parse every technical detail themselves.
James O. Donnally, Director of Innventure, reported significant insider transactions and holdings on June 28, 2025. Key details include:
- Acquired 22,305 Restricted Stock Units (RSUs) on June 25, 2025, at $0 cost, which vest on the earlier of first grant anniversary or next annual stockholder meeting
- Directly owns 29,682 shares of common stock
- Indirectly controls 1,500,431 shares through the James O. Donnally Revocable Trust
- Has indirect interest in 4,680,272 shares through Glockner Family Venture Fund, where he owns 25% and serves as Managing Member of Bellringer Consulting Group (general partner)
Total beneficial ownership amounts to approximately 6.2 million shares, combining direct and indirect holdings. Notable is his substantial indirect control through trust arrangements and investment vehicles, though he disclaims beneficial ownership of Glockner Fund shares except for his pecuniary interest.
Bruce Brown, Director of Innventure, reported the acquisition of 22,305 Restricted Stock Units (RSUs) on June 25, 2025. The RSUs were granted under the company's 2024 Equity and Incentive Compensation Plan at a price of $0.
Key details of the transaction:
- The RSUs will vest on the earlier of: (a) first anniversary of grant date or (b) next regularly scheduled annual stockholders meeting
- Following the transaction, Brown directly owns 29,682 shares of common stock
- The filing was signed by Suzanne Niemeyer as attorney-in-fact on June 27, 2025
- No derivative securities were involved in this transaction
This equity grant appears to be part of the director compensation program, aligning the director's interests with those of shareholders through stock ownership.
Director Elizabeth Suzanne Williams of Innventure received a grant of 22,305 Restricted Stock Units (RSUs) on June 25, 2025. Following this transaction, Williams now beneficially owns a total of 29,682 shares directly.
Key details of the RSU grant:
- Granted under the company's 2024 Equity and Incentive Compensation Plan
- Zero cost basis ($0 purchase price)
- Vesting occurs at the earlier of:
- First anniversary of grant date
- Next regularly scheduled annual stockholders meeting
The Form 4 was filed through an attorney-in-fact, Suzanne Niemeyer, on June 27, 2025. This equity award appears to be part of the company's director compensation program.