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Identiv, Inc. (INVE) received an amended Schedule 13D (Amendment No. 6) from Bleichroeder and related reporting persons regarding their position in Identiv common stock. The group reports beneficial ownership of 5,247,467 shares of common stock, representing 19.9% of the outstanding class, with sole voting and dispositive power over all reported shares.
The amendment primarily updates the description of a Governance Letter Agreement between Identiv and Bleichroeder. A Governance Letter Supplement clarifies that the proportional voting requirement in Section 3(e) applies whenever Bleichroeder holds more than 40% of Identiv’s voting stock for any reason, including purchases, conversion of nonvoting Series B Preferred Stock into voting stock, issuer share repurchases, or any other cause. Aside from the arrangements described in this governance framework, the reporting persons state there are no other contracts or understandings regarding Identiv’s securities.
Identiv, Inc. (INVE) amended its Governance Letter Agreement with Bleichroeder LP to clarify how Bleichroeder’s voting power is treated when it holds a large stake. The change confirms that Section 3(e)’s proportional voting requirement applies whenever Bleichroeder owns more than 40% of Identiv’s outstanding voting stock, regardless of how that ownership level is reached.
If Bleichroeder’s holdings exceed this 40% threshold on the record date for any shareholder meeting or other stockholder vote, the shares it holds above 40% must be voted in the same proportion on each proposal as the votes cast by all other stockholders. This provision applies as long as Bleichroeder’s holdings remain above the threshold and covers ownership changes resulting from purchases, conversion of nonvoting Series B Preferred Stock, company share repurchases, or any other cause.
Identiv, Inc. reported higher revenue but continued losses for the quarter and six months ended June 30, 2026, while signing a transformational asset sale. Net revenue rose to $5.7M for the quarter and $13.1M year‑to‑date, up 13% and 27% from 2025, driven largely by RFID transponder demand in the Americas. Gross margin improved from negative to positive, reaching 16% for the quarter and 17% year‑to‑date as production consolidated into the Thailand facility and Singapore manufacturing was shut down.
Despite this, the company posted a quarterly net loss of $4.7M and a six‑month net loss of $8.1M, with operating cash outflows of $7.2M in the first half. Cash and equivalents were $119.4M and working capital $125.8M, with no debt and an expanded $40M stock repurchase authorization.
On June 24, 2026 Identiv agreed to sell substantially all IoT operating assets plus $25M in cash to Trackonomy in exchange for $50M of Buyer Series C preferred stock and assumption of certain liabilities, subject to shareholder approval and other conditions. After closing, Identiv plans to remain public, rebrand, and pursue acquisitions to build a physical AI‑focused SaaS business, but acknowledges it will temporarily lack a meaningful operating business and will continue to incur public‑company costs.
Identiv, Inc. reported fiscal second quarter 2026 net revenue of $5.7 million, up from $5.0 million a year earlier, driven by higher RFID transponder sales. GAAP gross margin improved to 16.1% and non-GAAP gross margin to 24.5%, compared with negative margins in 2025, reflecting cost savings from closing Singapore manufacturing, better utilization in Thailand, and lower inventory obsolescence charges.
GAAP net loss narrowed to ($4.7) million, or ($0.20) per share, from ($6.0) million, while non-GAAP adjusted EBITDA loss improved to ($2.7) million from ($4.6) million. The company held $119.4 million in cash and cash equivalents as of June 30, 2026. Identiv signed an IoT asset purchase agreement with Trackonomy Systems on June 24, 2026, expected to close in Q3 2026, and plans a go-forward strategy focused on physical AI solutions and targeted acquisitions of compliance SaaS companies.
The Board currently intends to return up to $40 million to stockholders via repurchases, dividends, and/or other distributions, and Identiv intends to resume common stock repurchases before the Trackonomy asset sale closing. Management expects Q3 2026 net revenue of $4.1 million to $4.8 million, citing paused orders from a large consumer-facing customer and some chip allocation delays. No conference call will be held regarding these results.
Identiv, Inc. is asking stockholders to approve the sale of its specialty IoT business to Trackonomy Systems. Identiv will transfer substantially all IoT operating assets, including a $25.0 million cash balance, in exchange for $50.0 million of Trackonomy Series C Preferred Stock valued at $20.07 per share, representing at least 4.7% of Trackonomy on a fully diluted basis, plus assumption of certain liabilities.
The Asset Sale may constitute a sale of substantially all assets under Delaware law and requires approval by a majority of outstanding common and Series B preferred shares voting together. Funds affiliated with Bleichroeder LP have signed a Voting Agreement covering 32.1% of voting power supporting the deal.
After closing, Identiv plans to remain public under a new name and pivot to a “Physical AI Solutions” model by acquiring compliance SaaS businesses that can integrate with Trackonomy’s physical AI platform. The company highlights risks including the illiquidity and performance of the preferred equity, potential Nasdaq and Investment Company Act issues post-sale, execution risk around future SaaS acquisitions, and significant transaction costs and contingent termination fees.
Identiv, Inc. reported that on July 30, 2026, Chief Executive Officer and director Kirsten Newquist notified the Board of her intention to resign as CEO and from the Board following the closing of the pending Asset Sale of its specialty Internet of Things business to Trackonomy Systems, Inc., under a Stock and Asset Purchase Agreement dated June 24, 2026. The effective resignation date has not been determined, and the decision is based on her and the Board’s belief that post-closing leadership should have relevant domain expertise and is not due to any disagreement regarding operations, policies or practices.
The Asset Sale is subject to customary conditions, including stockholder approval. Consistent with post-closing plans, the Board is recruiting senior leadership with SaaS, mergers and acquisitions, and post-acquisition integration experience. Identiv has filed a preliminary proxy statement on Schedule 14A seeking approval of the Asset Sale and urges investors to review the definitive proxy statement and related materials when available on the SEC’s and the company’s websites.
LOPEZ MIGUEL A reported acquisition or exercise transactions in this Form 4 filing.
Identiv, Inc. director Miguel A. Lopez received a grant of 19,424 restricted stock units of common stock on July 30, 2026 under the company’s 2011 Incentive Compensation Plan. The units vest 1/12th monthly beginning June 1, 2026, with delivery on the earlier of three years from the initial vesting start date or separation of service. Following this award, he directly holds 42,838 shares, including 17,806 issuable under unvested restricted stock units.
Kuntz Richard reported acquisition or exercise transactions in this Form 4 filing.
Identiv, Inc. director Richard Kuntz received a grant of 17,544 restricted stock units on July 30, 2026 under the company's 2011 Incentive Compensation Plan. The RSUs vest in 12 equal monthly installments beginning June 1, 2026, with shares delivered at the earlier of three years from the vesting start date or separation of service. Following this award, Kuntz beneficially owns 65,712 shares of common stock, including 16,082 shares issuable from unvested RSUs.
Angelini Laura reported acquisition or exercise transactions in this Form 4 filing.
Identiv, Inc. director Laura Angelini received a grant of 18,797 Restricted Stock Units of Common Stock under the company’s 2011 Incentive Compensation Plan. The RSUs vest 1/12th monthly beginning June 1, 2026, with delivery of vested shares on the earlier of three years from the initial vesting start date or separation of service. Following this award, she directly holds 68,476 shares of common stock, including 17,231 shares issuable from unvested RSUs.