Welcome to our dedicated page for INVO Fertility SEC filings (Ticker: IVF), 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 INVO Fertility, Inc. (Nasdaq: IVF) SEC filings page provides access to the company’s regulatory disclosures as a Nevada-incorporated healthcare services fertility company. Through these documents, investors can review how INVO Fertility reports on its fertility clinic operations, INVOcell device activities, financing transactions, and governance matters.
Key filings for IVF include annual and quarterly reports on Forms 10-K and 10-Q, which present financial statements, management’s discussion and analysis, and segment information distinguishing clinic revenue from product revenue related to INVOcell. These reports also describe the company’s focus on building, acquiring, and operating fertility clinics, its two INVO Centers and one IVF clinic, and its ongoing sale and distribution of the INVOcell device to third-party clinics.
Investors can also examine current reports on Form 8-K, where INVO Fertility discloses material events such as the asset purchase agreement to acquire the non-clinical assets of Family Beginnings in Indiana, settlement agreements related to clinic acquisitions, unregistered sales of equity securities, and the implementation of a 1-for-8 reverse stock split. These filings provide timely detail on acquisitions, capital structure changes, and other significant corporate actions.
Registration statements on Form S-1 outline the terms under which existing security holders may resell shares of common stock, including those issuable upon conversion of Series C-2 Non-Voting Convertible Preferred Stock or exercise of warrants. Proxy materials on Schedule 14A describe proposals such as auditor ratification, increases in authorized common stock, and amendments to stock incentive plans, along with information on security ownership and executive and director compensation.
On this page, AI-powered tools can help summarize lengthy filings, highlight important sections in annual reports (10-K) and quarterly reports (10-Q), and make it easier to understand complex financing structures and warrant terms. Users can also monitor insider-related and capital structure disclosures through the company’s 8-K and S-1 filings, and track how these regulatory documents relate to the IVF stock and its fertility-focused business model.
INVO Fertility reported an unregistered equity financing. On October 16, 2025, an institutional holder exercised its Additional Investment Right to purchase 500 shares of Series C-2 Convertible Preferred with an aggregate stated value of $500,000, for $500,000 in cash.
Following the exercise, the conversion price on the C-2 Preferred adjusted to $0.6285 per share. The preferred shares, and any common stock issuable upon conversion, were sold and will be issued without registration under the Securities Act in reliance on Section 4(a)(2) and/or Rule 506 as transactions not involving a public offering.
INVO Fertility, Inc. filed an S-1 to register up to 8,345,774 shares of common stock for resale by Five Narrow Lane LP. The Shares comprise up to 770,973 shares issuable upon exercise of an Inducement Warrant and up to 7,574,801 shares issuable upon conversion of Series C-2 Non-Voting Convertible Preferred Stock.
The company is not selling any shares and will not receive proceeds from reseller transactions; it may receive up to $344,000 only if the Inducement Warrant is exercised. A 9.99% beneficial ownership cap applies to conversions and exercises. INVO will bear registration expenses, while the selling stockholder will bear selling costs.
Common stock trades on Nasdaq as “IVF”; the last reported price was $0.7283 per share on October 13, 2025. Shares outstanding were 5,624,012 as of October 13, 2025. The filing permits multiple sale methods, including exchange and over-the-counter transactions, privately negotiated sales, and short sales after effectiveness.
INVO Fertility, Inc. reported an unregistered sale of equity securities to an institutional investor that already holds its Series C-2 Convertible Preferred Stock. On October 6, 2025, the investor exercised its "Additional Investment Right" to acquire 200 shares of Series C-2 Preferred Stock, with an aggregate stated value of $200,000, paying $200,000 in cash to the company.
Following this investment, the conversion price of the Series C-2 Preferred Stock adjusted to $0.6643 per share, which determines how many shares of common stock the preferred shares can convert into. The preferred shares issued, and the common stock issuable upon conversion, were sold without registration under the Securities Act, relying on exemptions under Section 4(a)(2) and/or Rule 506 for private offerings.
INVO Fertility, Inc. entered into a final Settlement and Mutual Release Agreement with Dr. Elizabeth Pritts and related parties, resolving all disputes tied to its prior acquisition of Wisconsin Fertility Institute. Wood Violet Fertility LLC agreed to pay $6,010,000 to Dr. Pritts and her affiliates, of which $1,000,000 has been paid, with the balance due in scheduled installments through December 31, 2026. The company also agreed that Wood Violet may use 25% of any gross funding proceeds above $2,000,000 raised within any six‑month period to accelerate settlement payments.
Separately, an institutional investor exercised its Additional Investment Right to purchase 400 shares of Series C‑2 Convertible Preferred Stock for $400,000 in cash, giving the shares an aggregate stated value of $400,000 and resetting the C‑2 conversion price to $0.7141 per share. These securities were issued without registration under the Securities Act in reliance on private offering exemptions.
Steven Shum, listed as Chief Executive Officer and a Director of INVO Fertility, Inc. (IVF), filed a Form 4 reporting an equity compensation transaction dated 08/26/2025. The filing shows a grant of a stock option with an exercise price of $1.01 covering 42,000 underlying shares, exercisable through 08/26/2035. The option vests in four equal installments beginning on the first day of the calendar quarter following 08/26/2025 and on the first day of each calendar quarter thereafter until fully vested. Following the reported transaction, the filing lists beneficial ownership of 42,451 shares of common stock held directly.
INVO Fertility, Inc. entered into an Exchange Agreement with Five Narrow Lane LP on September 29, 2025. FNL agreed to exchange a Second Amended and Restated Senior Secured Convertible Debenture due February 11, 2026 for shares of Series C-2 Convertible Preferred Stock with an aggregated stated value of 1,334,000, and the company agreed to issue 467 additional shares of Series C-2 Preferred Stock to FNL. As a result of this transaction, the debenture has been paid in full and fully extinguished. The issuance of the Series C-2 Preferred Stock was made as an unregistered sale of equity securities in reliance on Sections 3(a)(9) and 4(a)(2) of the Securities Act of 1933.