Insulet Corp SEC Filings

Insulet Corporation has updated a key supply relationship with NXP USA, Inc.. The companies signed a 2026 Addendum to their existing 2017 Purchase Agreement, effective January 1, 2026. This addendum extends the agreement’s term and revises important commercial terms.

The changes cover pricing, product volume commitments, and product order flexibility, along with other contractual details. These updates are designed to reset how Insulet buys components from NXP under the long‑standing agreement, which remains in place under the amended structure.

Insulet Corporation reported that its board committee approved an amended and restated Annual Incentive Plan on December 11, 2025, with changes effective January 1, 2026, except as otherwise noted. The plan governs cash or incentive awards for eligible employees.

The revisions clarify what qualifies as a termination "for Cause," expand eligibility for prorated annual awards following retirement when certain age and service requirements are met, and broaden eligibility for awards in some terminations "without Cause." The plan also enhances language around compensation recoupment and increases the maximum award available to participants, while making additional clarifying edits.

A director of Insulet Corp (PODD) sold 1,851 shares of common stock on 12/15/2025. The transaction is coded "S," indicating a sale of non-derivative securities.

The reported sale price was $293.09 per share. After this transaction, the reporting person beneficially owns 2,158 shares of Insulet common stock, held in direct ownership form.

Insulet Corporation (PODD) reported strong Q3 2025 growth. Total revenue rose to $706.3 million from $543.9 million, driven by Omnipod sales in the U.S. at $497.1 million and International at $202.1 million. Gross profit reached $510.1 million with gross margin improving to 72.2%. Net income was $87.6 million, and diluted EPS was $1.24. Operating income increased to $117.7 million as the company continued to invest in R&D ($77.2 million) and SG&A ($315.2 million) to support Omnipod 5 expansion.

Year to date, operating cash flow was $386.0 million, cash and equivalents were $757.4 million, and net debt declined as Insulet retired its 0.375% Convertible Notes and issued $450 million 6.5% senior unsecured notes; total debt, net fell to $1,014.8 million from $1,379.8 million. The board authorized up to $125 million in share repurchases; $59.6 million was executed through Q3. In ongoing litigation, a final judgment included a permanent injunction and a monetary award reduced to $59.4 million; amounts were not recorded due to pending appeals and a partial stay for certain patients.

Insulet Corporation (PODD) announced its financial results for the third quarter ended September 30, 2025. The company furnished the full details in a press release attached as Exhibit 99.1 to a Form 8-K.

The information in Item 2.02 and Exhibit 99.1 is furnished and not deemed filed under Section 18 of the Exchange Act. Insulet’s common stock trades on The NASDAQ Stock Market under the symbol PODD.

Insulet Corp (PODD) disclosed a director equity award on Form 4. On 10/31/2025, the reporting person received an initial grant tied to 477 shares, reported as an “A” (acquisition) at $0. Following the transaction, the filer beneficially owned 477 shares, held directly.

The award was granted as restricted stock units (RSUs) that fully vest on April 30, 2026, and are settled one-for-one in shares of common stock.

Insulet Corporation (PODD) reported an initial statement of beneficial ownership on Form 3 for a company director.

The filing states beneficial ownership of 0 shares of common stock, with no derivative securities listed in the provided table. The date of event is 10/31/2025, and the form was filed by one reporting person. The submission was signed by /s/ Patricia K. Dolan, attorney-in-fact on 11/03/2025.

Insulet Corporation appointed Robbie Huffines as a Class II director, effective October 31, 2025, and named him to the Audit Committee. He will stand for election by stockholders at the 2027 Annual Meeting. Huffines previously served as Global Chair of Investment Banking and on the Executive Committee at JP Morgan Chase & Co., with a long tenure in healthcare banking.

The company states there are no arrangements under which he was selected and no related-party transactions requiring disclosure. As a non-employee director, he will receive cash and equity compensation under Insulet’s standard non-employee director program. A press release announcing the appointment was furnished as Exhibit 99.1.

Insulet Corporation reporting insider transactions by EVP & CFO Flavia Pease shows two compensation awards dated 10/01/2025. The filing records a grant of 11,708 restricted stock units (RSUs) settled one-for-one into common shares; these RSUs vest in three equal annual installments beginning one year after the grant. The filing also shows an employee stock option award to buy 1,641 shares at a strike price of $305.98, exercisable in four substantially equal annual installments and expiring 10/01/2035. After the reported RSU grant the reporting person beneficially owned 15,337 shares. Transactions were reported via a Form 4 filed 10/02/2025.