Impinj (PI) director-affiliated funds report sales of 73,810 shares

Rhea-AI Filing Summary

Sylebra-affiliated funds reported open-market sales of Impinj common stock. On May 8, 2026 and May 11, 2026, entities advised by Sylebra Capital LLC and related advisers sold an aggregate of 73,810 shares of Impinj common stock in multiple open-market transactions at prices between $149.97 and $154.46 per share.

After these sales, the reporting group shows indirect holdings of just over 1.0 million Impinj shares. The footnotes state that the securities are held by Sylebra Capital Partners Master Fund, Sylebra Capital Menlo Master Fund, and other advisory clients, and that Sylebra entities and Daniel Patrick Gibson disclaim beneficial ownership except to the extent of any pecuniary interest.

Insider Trade Summary

Net Seller: 73,810 shares

Net Sell 5 txns

Insider SYLEBRA CAPITAL LLC

Role Director

Sold 73,810 shs ($11.31M)

Type	Security	Shares	Price	Value
Sale	Common Stock	24,126	$154.46	$3.73M
Sale	Common Stock	12,706	$154.46	$1.96M
Sale	Common Stock	25,896	$152.73	$3.96M
Sale	Common Stock	1,560	$151.32	$236K
Sale	Common Stock	9,522	$149.97	$1.43M

Holdings After Transaction: Common Stock — 1,022,171 shares (Indirect, See Footnote (1) (2))

Footnotes (2)

1. F1. (1) Sylebra Capital LLC (Sylebra US) and Sylebra Capital Limited (Sylebra HK) are the investment sub-advisers to Sylebra Capital Partners Master Fund, Ltd. (SCPMF), Sylebra Capital Menlo Master Fund (MENLO MF), and other advisory clients. Sylebra Capital Management (Sylebra Cayman) is the investment manager and parent of Sylebra HK. Sylebra Cayman owns 100% of the shares of Sylebra HK and Daniel Patrick Gibson (Gibson) owns more than 100% of the Class A shares of Sylebra Cayman and 100% of the share capital of Sylebra US. Gibson is a founder and Chief Investment Officer of Sylebra Cayman. In such capacities, Sylebra US, Sylebra HK, Sylebra Cayman and Gibson may be deemed to share voting and dispositive power over the shares of common stock of the Issuer held by SCP MF, MENLO MF, and other advisory clients.
2. F2. (2) These securities are held by SCP MF, MENLO MF, and other advisory clients. Gibson is a member of the board of directors of the Issuer. Sylebra US, Sylebra HK, Sylebra Cayman and Gibson disclaim beneficial ownership of these securities, and this report shall not be deemed an admission that Sylebra US, Sylebra HK, Sylebra Cayman and Gibson are the beneficial owners of such securities, except to the extent of their pecuniary interest, if any, therein.

Key Figures

Shares sold: 73,810 shares Sale price (low): $149.97 per share Sale price (high): $154.46 per share +2 more

5 metrics

Shares sold 73,810 shares Aggregate Impinj common stock sales reported in this Form 4/A

Sale price (low) $149.97 per share Common stock sale on May 8, 2026

Sale price (high) $154.46 per share Common stock sales on May 11, 2026

Shares sold May 11 (largest line) 24,126 shares Open-market sale on May 11, 2026 at $154.46

Holdings after transactions 1,022,171 shares Indirect Impinj common stock holdings after May 11, 2026 sale

Key Terms

open-market sale, indirect ownership, beneficial ownership, pecuniary interest, +1 more

5 terms

open-market sale financial

"Sale in open market or private transaction"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

indirect ownership financial

"total_shares_following_transaction ... ownership_type: indirect"

beneficial ownership financial

"disclaim beneficial ownership of these securities, and this report shall not be deemed"

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.

pecuniary interest financial

"except to the extent of their pecuniary interest, if any, therein"

investment manager financial

"Sylebra Capital Management (Sylebra Cayman) is the investment manager and parent"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 05/12/2026 - 06:36 PM Learn about SEC filing dates

FAQ

What did Sylebra Capital LLC report in its latest Form 4/A for PI?

Sylebra-affiliated funds reported selling 73,810 shares of Impinj (PI) common stock in open-market trades. The transactions occurred on May 8 and May 11, 2026, at prices around $150–$154 per share.

At what prices were the Impinj (PI) shares sold by Sylebra-linked funds?

The reported Impinj (PI) common stock sales were executed at prices from $149.97 to $154.46 per share. Each transaction line in the filing shows a specific sale price within this range.

How many Impinj (PI) shares do the Sylebra-related entities hold after these sales?

Following the reported sales, Sylebra-related entities show indirect ownership of slightly over 1.0 million Impinj shares. One transaction line reports 1,022,171 shares of common stock held after the May 11, 2026 trade.

Who actually holds the Impinj (PI) shares involved in Sylebra’s Form 4/A?

The filing states that the securities are held by Sylebra Capital Partners Master Fund, Sylebra Capital Menlo Master Fund, and other advisory clients. Sylebra entities act as investment advisers and disclaim beneficial ownership except for any pecuniary interest.

Does Sylebra Capital LLC claim beneficial ownership of the Impinj (PI) shares?

The Form 4/A footnotes explain that Sylebra Capital LLC and related entities disclaim beneficial ownership of the Impinj shares. They state any ownership is only to the extent of their pecuniary interest, if any, in the advisory clients’ holdings.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

SYLEBRA CAPITAL LLC

(Last) (First) (Middle)

3000 EL CAMINO REAL BUILDING 5 SUITE 450

(Street)

PALO ALTO CALIFORNIA 94306

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
IMPINJ INC [ PI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/08/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)
05/08/2026

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	05/08/2026	05/11/2026	S		25,896	D	$152.73	1,070,085	I	See Footnote (1) (2)(1)(2)
Common Stock	05/08/2026	05/11/2026	S		1,560	D	$151.32	1,068,525	I	See Footnote (1) (2)(1)(2)
Common Stock	05/08/2026	05/11/2026	S		9,522	D	$149.97	1,059,003	I	See Footnote (1) (2)(1)(2)
Common Stock	05/11/2026	05/12/2026	S		24,126	D	$154.46	1,034,877	I	See Footnote (1) (2)(1)(2)
Common Stock	05/11/2026	05/12/2026	S		12,706	D	$154.46	1,022,171	I	See Footnote (1) (2)(1)(2)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. (1) Sylebra Capital LLC (Sylebra US) and Sylebra Capital Limited (Sylebra HK) are the investment sub-advisers to Sylebra Capital Partners Master Fund, Ltd. (SCPMF), Sylebra Capital Menlo Master Fund (MENLO MF), and other advisory clients. Sylebra Capital Management (Sylebra Cayman) is the investment manager and parent of Sylebra HK. Sylebra Cayman owns 100% of the shares of Sylebra HK and Daniel Patrick Gibson (Gibson) owns more than 100% of the Class A shares of Sylebra Cayman and 100% of the share capital of Sylebra US. Gibson is a founder and Chief Investment Officer of Sylebra Cayman. In such capacities, Sylebra US, Sylebra HK, Sylebra Cayman and Gibson may be deemed to share voting and dispositive power over the shares of common stock of the Issuer held by SCP MF, MENLO MF, and other advisory clients.

2. (2) These securities are held by SCP MF, MENLO MF, and other advisory clients. Gibson is a member of the board of directors of the Issuer. Sylebra US, Sylebra HK, Sylebra Cayman and Gibson disclaim beneficial ownership of these securities, and this report shall not be deemed an admission that Sylebra US, Sylebra HK, Sylebra Cayman and Gibson are the beneficial owners of such securities, except to the extent of their pecuniary interest, if any, therein.

	Matthew Whitehead	05/12/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)