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Robert Verdun joins Investview (INVU) board with 25M-share option grant

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Investview, Inc. appointed Robert Verdun to its Board of Directors effective January 28, 2026. Verdun is a seasoned entrepreneur and corporate director with leadership roles at Scaling Up Network LLC, Solyco Capital, United Wholesale Mortgage, and Medwatch Technologies.

He was designated to the Board by Chairman David B. Rothrock under existing voting agreement rights. In connection with his appointment, Verdun received a stock option for 25,000,000 shares of common stock at an exercise price of $0.05, granted under the 2022 Incentive Plan. The option vests in five equal tranches of 5,000,000 shares on February 5 of each year from 2027 through 2031, conditioned on his continued service with the company.

Verdun will also receive customary non‑employee director compensation consistent with the company’s other non‑employee director. The company announced his election in a February 3, 2026 press release attached as an exhibit.

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Insights

Investview adds an experienced director and grants a large multi‑year option.

Investview appointed Robert Verdun to its Board, using designation rights held by Chairman David B. Rothrock under an existing voting agreement. Verdun brings experience from executive roles and board positions at firms including United Wholesale Mortgage and Medwatch Technologies.

The company granted Verdun an option over 25,000,000 common shares at $0.05 per share under the 2022 Incentive Plan. Vesting is spread across five annual dates from February 5, 2027 through February 5, 2031, each conditional on his continued service, which aligns most of the economic value with longer‑term involvement.

As with other non‑employee directors, Verdun will receive standard board compensation and participate in existing plans. Future proxy and annual report disclosures can provide additional context on how this grant compares to overall equity compensation and board composition.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

 

 

FORM 8-K

 

 

 

CURRENT REPORT

 

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

 

 

 

Date of Report (Date of earliest event reported): January 28, 2026

 

 

 

INVESTVIEW, INC.

(Exact name of registrant as specified in its charter)

 

Nevada   000-27019   87-0369205

(State or other jurisdiction
of incorporation)

 

(Commission

File Number)

 

(IRS Employer

Identification No.)

 

521 Lancaster Avenue, 2nd Floor

Haverford, PA

 

19041

(Address of principal executive offices)   (Zip Code)

 

Registrant’s telephone number, including area code: 732-889-4300

 

N/A

(Former name or former address, if changed since last report.)

 

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
   
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
   
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
   
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Exchange Act: None

 

Title of each class   Trading symbol(s)   Name of each exchange on which registered
         

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 

 

 
 

 

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

 

On January 28, 2026, Robert Verdun was appointed to the Board of Directors (the “Board”) of Investview, Inc. (the “Company”). Mr. Verdun is expected to contribute valuable advice on strategic growth to the Board as a serial entrepreneur and experienced corporate director and advisor to public and private companies.

 

Mr. Verdun, age 60, currently serves as Chief Executive Officer of Scaling Up Network LLC, a global organization providing executive coaching services to mid-market companies. He is also a Senior Partner at Solyco Capital, a private equity firm with approximately $300 million in capital under management. Mr. Verdun has served since December 2020 as a member of the Board of Directors of United Wholesale Mortgage, and more recently, as the Chair of their Audit Committee. United Wholesale Mortgage is an NYSE listed wholesale mortgage lender that, among other lines of business, underwrites loans for independent brokers, and as of 2024 was the largest mortgage lender in the United States. Since June 2025, Mr. Verdun has also been a member of the Board of Directors of Medwatch Technologies, the first non-invasive health management platform, combining breakthrough biosensing and AI coaching to deliver a comprehensive proactive health management experience. Prior to that, Mr. Verdun served on the Board of Directors of Slang Worldwide Inc., a Canadian public company focusing on consumer-packaged cannabis goods, from July 2020 to November 2021. Mr. Verdun’s other professional endeavors include serving as Founder and President, of Computerized Facility Integration LLC, a management consulting and enterprise technology services provider that was sold to Cantor Fitzgerald in 2015. Among other professional accomplishments, Mr. Verdun has held leadership roles within the Young Presidents’ Organization (YPO), including Past President of YPO Detroit and current President of YPO Fort Lauderdale, and was an award winner of the Ernst and Young Entrepreneur of the Year award in 2010 and 2014, and was a Graduate of the Massachusetts Institute of Technology (MIT) Entrepreneurial Master’s Program.

 

Mr. Verdun has been appointed to the Board by David B. Rothrock, in his capacity as Chairman (the “Designating Person”), and pursuant to certain designation rights under the terms of a Voting Agreement between DBR Capital, an affiliate of Mr. Rothrock, the Company and certain key holders of our common stock dated April 27, 2020, and amended November 9, 2020, which grants Mr. Rothrock the authority to appoint and remove certain “Investor Directors” (as defined therein). Mr. Verdun’s appointment and continued service on our Board is subject to the Company’s charter and other governing documents, the laws of the State of Nevada, the occurrence of certain cause-related events identified in his appointment letter with the Company, as well as the right of Mr. Rothrock to remove or replace him. Also, as a director of a Nevada corporation, Mr. Verdun will be eligible to serve on our Board subject to election or reelection by the Company’s stockholders (or the applicable class or series thereof) at our next annual meeting, and at any subsequent meeting at which he is nominated to stand for election.

 

In connection with his appointment to the Board, Mr. Verdun was granted, on January 28, 2026, an option to purchase 25,000,000 shares of the Company’s common stock at an exercise price of $0.05 under the Investview, Inc. 2022 Incentive Plan. 5,000,000 shares vest on each of February 5, 2027, February 5, 2028, February 5, 2029, February 5, 2030, and February 5, 2031, and in each case so long as he is a director or covered person of the Company as of such date. As a member of the Board, Mr. Verdun will receive customary non-employee director compensation and participate in plans and policies on the same basis as the Company’s other non-employee director, as described under the heading “Directors’ Compensation” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2024.

 

Other than as disclosed above, there are no arrangements or understandings between Mr. Verdun and any other persons pursuant to which he was selected as a director and no transactions since the beginning of the Company’s last fiscal year, or any currently proposed transactions, in which the Company was or is to be a participant and in which Mr. Verdun or any related person had or will have a direct or indirect material interest that would be required to be disclosed under Item 404(a) of Securities and Exchange Commission Regulation S-K.

 

2

 

 

Item 7.01 Regulation FD Disclosure.

 

The Company announced the election of Mr. Verdun as a director in a press release issued on February 3, 2026, which is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.

 

The information furnished under this Item 7.01 and Exhibit 99.1 to this Current Report on Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference into any other filing by the Company under the Exchange Act or the Securities Act of 1933, as amended, except as otherwise expressly stated in such filing.

 

Item 9.01 Financial Statements and Exhibits.

 

(d) Exhibits.

 

No.   Description   Location
         
99.1   Press release dated February 3, 2026   This filing
         
104   Cover Page Interactive Data File (embedded within the Inline XBRL document)    

 

3

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  INVESTVIEW, INC.
     
Dated: February 3, 2026 By: /s/ Ralph Valvano
    Ralph Valvano
    Secretary/Chief Financial Officer

 

4

 

FAQ

What did Investview (INVU) announce in this 8-K filing?

Investview announced the appointment of Robert Verdun to its Board of Directors. He joins as an investor-designated director and receives a stock option grant plus customary non-employee director compensation consistent with the company’s existing director pay practices.

Who is Robert Verdun, the new Investview (INVU) director?

Robert Verdun is a serial entrepreneur and corporate director. He serves as CEO of Scaling Up Network LLC, senior partner at Solyco Capital, and sits on the boards of United Wholesale Mortgage and Medwatch Technologies, bringing broad financial, lending, and technology governance experience.

What stock option grant did Robert Verdun receive from Investview (INVU)?

Robert Verdun received an option to purchase 25,000,000 shares of Investview common stock at an exercise price of $0.05. The option was granted under the 2022 Incentive Plan in connection with his Board appointment on January 28, 2026.

How does Robert Verdun’s stock option vest at Investview (INVU)?

The 25,000,000-share option vests in five equal tranches of 5,000,000 shares. Vesting dates are February 5, 2027, 2028, 2029, 2030, and 2031, and each tranche requires Verdun to remain a director or covered person on that date.

How was Robert Verdun designated to the Investview (INVU) Board?

Robert Verdun was appointed by Chairman David B. Rothrock, acting as the Designating Person under a Voting Agreement with DBR Capital and certain key stockholders. This agreement grants Rothrock rights to appoint and remove specified investor directors.

What compensation will Robert Verdun receive as an Investview (INVU) director?

Beyond his stock option, Robert Verdun will receive customary non-employee director compensation. He will participate in compensation plans and policies on the same basis as the company’s other non-employee director, as described in Investview’s most recent Form 10-K.
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Software - Application
Technology
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United States
Haverford