STOCK TITAN

Impinj (PI) director Gibson exercises RSUs and reports updated share holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Impinj director Daniel Patrick Gibson reported updates to his equity holdings. The filing shows indirect ownership of 1,022,171 shares of Impinj common stock through investment entities over which he may be deemed to share voting and dispositive power.

Gibson exercised previously granted restricted stock units, converting 3,114 RSUs into 3,114 shares of common stock at a stated price of $0.00 per share, resulting in 23,010 directly held shares of common stock after the transaction. He also received a new award of 1,896 RSUs, each representing one share of common stock, which will fully vest on May 28, 2027. Earlier RSUs granted on June 5, 2025 fully vested on May 28, 2026 before being settled into common shares.

Positive

  • None.

Negative

  • None.
Insider Gibson Daniel Patrick
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 3,114 $0.00 --
Grant/Award Restricted Stock Units 1,896 $0.00 --
Exercise Common Stock 3,114 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Common Stock — 23,010 shares (Direct, null); Common Stock — 1,022,171 shares (Indirect, See footnote)
Footnotes (1)
  1. Sylebra Capital Limited (Sylebra HK) and Sylebra Capital LLC (Sylebra US) are the investment sub-advisers to Sylebra Capital Partners Master Fund, Ltd. (SCP MF), Sylebra Capital Parc Master Fund (PARC MF), 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 100% of 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 HK, Sylebra US, 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, PARC MF, MENLO MF, and other advisory clients. Each restricted stock unit ("RSU") represents a contingent right to receive one share of Impinj common stock. On June 5, 2025, the reporting person was granted 3,114 RSUs. These RSUs fully vested on May 28, 2026. The restricted stock units will fully vest on May 28, 2027.
Indirect common shares 1,022,171 shares Indirect ownership following transactions on May 28, 2026
Direct common shares 23,010 shares Direct ownership after RSU exercise on May 28, 2026
RSUs exercised 3,114 units RSUs granted June 5, 2025; vested May 28, 2026 and converted
New RSU grant 1,896 units RSUs granted with full vesting on May 28, 2027
Exercise price $0.00 per share Price for conversion of 3,114 RSUs into common stock
Restricted Stock Units financial
"Each restricted stock unit ("RSU") represents a contingent right to receive one share of Impinj common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
voting and dispositive power financial
"may be deemed to share voting and dispositive power over the shares of common stock of the Issuer"
investment manager financial
"Sylebra Capital Management (Sylebra Cayman) is the investment manager and parent of Sylebra HK."
SEC Form 4
FORM 4UNITED 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*
Gibson Daniel Patrick

(Last)(First)(Middle)
C/O IMPINJ, INC.
400 FAIRVIEW AVENUE NORTH, SUITE 1200

(Street)
SEATTLE WASHINGTON 98109

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/28/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock05/28/2026M3,114A$023,010D
Common Stock1,022,171ISee footnote(1)
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units$0(2)05/28/2026M3,114 (3) (3)Common Stock3,114$00D
Restricted Stock Units$0(2)05/28/2026A1,896 (4) (4)Common Stock1,896$01,896D
Explanation of Responses:
1. Sylebra Capital Limited (Sylebra HK) and Sylebra Capital LLC (Sylebra US) are the investment sub-advisers to Sylebra Capital Partners Master Fund, Ltd. (SCP MF), Sylebra Capital Parc Master Fund (PARC MF), 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 100% of 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 HK, Sylebra US, 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, PARC MF, MENLO MF, and other advisory clients.
2. Each restricted stock unit ("RSU") represents a contingent right to receive one share of Impinj common stock.
3. On June 5, 2025, the reporting person was granted 3,114 RSUs. These RSUs fully vested on May 28, 2026.
4. The restricted stock units will fully vest on May 28, 2027.
/s/ Yukio Morikubo, Attorney in fact for Daniel Patrick Gibson05/29/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transactions did Impinj (PI) director Daniel Patrick Gibson report?

Daniel Patrick Gibson reported exercising 3,114 restricted stock units into 3,114 Impinj common shares and receiving a new grant of 1,896 RSUs. The filing also updates his direct and indirect ownership positions following these equity compensation-related transactions.

How many Impinj (PI) shares does Daniel Patrick Gibson now own directly and indirectly?

After the reported transactions, Daniel Patrick Gibson holds 23,010 Impinj common shares directly and 1,022,171 shares indirectly through investment entities. The indirect holdings reflect shared voting and dispositive power over shares held by several advised funds and other advisory clients.

What did the RSU exercise in Daniel Patrick Gibson’s Impinj (PI) Form 4 involve?

Gibson exercised 3,114 restricted stock units, each representing one Impinj common share, at a stated price of $0.00 per share. These RSUs were originally granted on June 5, 2025 and fully vested on May 28, 2026 before being converted into common stock.

What new restricted stock unit award did Daniel Patrick Gibson receive from Impinj (PI)?

He received a new award of 1,896 restricted stock units, each convertible into one share of Impinj common stock. According to the filing, these RSUs will fully vest on May 28, 2027, subject to the award’s standard vesting conditions remaining in place.

How are Daniel Patrick Gibson’s indirect Impinj (PI) holdings structured?

The filing explains that entities Sylebra HK, Sylebra US, and Sylebra Cayman advise or manage several funds and clients that hold Impinj shares. In these capacities, they and Gibson may be deemed to share voting and dispositive power over 1,022,171 indirectly held shares.