What did Sylebra Capital LLC-related entities do in this Impinj (PI) Form 4?

Entities advised by Sylebra Capital reported open-market sales of Impinj common stock. They sold multiple blocks of shares over two days, updating their indirect holdings while the Sylebra entities and Daniel Patrick Gibson formally disclaim beneficial ownership except for any pecuniary interest.

How many Impinj (PI) shares were sold in this Sylebra-related Form 4?

The Form 4 shows net sales of 57,633 Impinj common shares. These are from three open-market transactions across two days, with individual trades of 12,105 shares, 33,000 shares, and 12,528 shares reported at different average sale prices.

Sylebra Capital (NASDAQ: PI) advisory clients sell 57,633 Impinj shares, retain 782,943

Q: What is the remaining Impinj (PI) position after the reported Sylebra-related sales?

After the reported transactions, 782,943 Impinj common shares are shown as indirectly held. These securities are held by Sylebra Capital Partners Master Fund, Menlo Master Fund, and other advisory clients, rather than directly by Sylebra Capital LLC or its principals.

Filing Impact

(Very High)

Filing Sentiment

(Very Negative)

Form Type

Rhea-AI Filing Summary

Entities advised by Sylebra Capital LLC reported selling Impinj common stock in open-market transactions. On 2026-06-09, they sold 12,105 shares at an average price of $127.3577 per share. On 2026-06-08, they sold 33,000 shares at $130.0685 and 12,528 shares at $125.9651 per share. After these sales, 782,943 shares of Impinj common stock remained indirectly held. The shares are held by Sylebra Capital Partners Master Fund, Menlo Master Fund and other advisory clients, and Sylebra entities and Daniel Patrick Gibson may be deemed to share voting and dispositive power but disclaim beneficial ownership except to the extent of any pecuniary interest.

Insider Trade Summary

Net Seller: 57,633 shares ($7,412,016)

Net Sell 3 txns

Insider SYLEBRA CAPITAL LLC

Role null

Sold 57,633 shs ($7.41M)

Type	Security	Shares	Price	Value
Sale	Common Stock	12,105	$127.3577	$1.54M
Sale	Common Stock	12,528	$125.9651	$1.58M
Sale	Common Stock	33,000	$130.0685	$4.29M

Holdings After Transaction: Common Stock — 782,943 shares (Indirect, See Footnote (1) (2))

Footnotes (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) 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

Total shares sold: 57,633 shares Sale on 2026-06-09: 12,105 shares at $127.3577/share Large sale on 2026-06-08: 33,000 shares at $130.0685/share +2 more

5 metrics

Total shares sold 57,633 shares Net common stock sold across three open-market trades

Sale on 2026-06-09 12,105 shares at $127.3577/share Open-market sale of Impinj common stock

Large sale on 2026-06-08 33,000 shares at $130.0685/share Open-market sale of Impinj common stock

Additional sale on 2026-06-08 12,528 shares at $125.9651/share Open-market sale of Impinj common stock

Shares indirectly held after trades 782,943 shares Impinj common stock indirectly held after reported sales

Key Terms

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

5 terms

open-market sale financial

"transaction_action: "open-market sale" for each Impinj common stock trade"

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

"direct_or_indirect set to "I" and nature_of_ownership referencing footnotes"

beneficial ownership financial

"Sylebra entities and Gibson disclaim beneficial ownership of these securities"

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"

voting and dispositive power financial

"may be deemed to share voting and dispositive power over the shares"

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

Add on Google

Form 4 Insider Transactions: What Each Field Means →

06/10/2026 - 05:17 PM

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)
06/08/2026

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)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/08/2026	06/09/2026	S		12,528	D	$125.9651	828,048	I	See Footnote (1) (2)
Common Stock	06/08/2026	06/09/2026	S		33,000	D	$130.0685	795,048	I	See Footnote (1) (2)⁽¹⁾⁽²⁾
Common Stock	06/09/2026	06/10/2026	S		12,105	D	$127.3577	782,943	I	See Footnote (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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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	06/10/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

At what prices were the Impinj (PI) shares sold by Sylebra-advised entities?

The reported sales occurred at average prices of $127.3577, $130.0685, and $125.9651 per Impinj share. All three transactions are categorized as open-market or private sales of non-derivative common stock according to the Form 4 data.

Who actually holds the Impinj (PI) shares connected to this Sylebra Capital LLC Form 4?

The securities are held by Sylebra Capital Partners Master Fund, Menlo Master Fund, and other advisory clients. Sylebra Capital entities and Daniel Patrick Gibson may be deemed to share voting and dispositive power but expressly disclaim beneficial ownership except for any pecuniary interest.

How is ownership of Impinj (PI) shares characterized for Sylebra Capital LLC in this filing?

The filing characterizes the position as indirect ownership with advisory and management roles across several entities. It states that Sylebra Capital entities and Daniel Patrick Gibson disclaim beneficial ownership of the Impinj shares, other than to the extent of any pecuniary interest they may have.