INSULET CORP (PODD) SEC Filings, Mar-May 2026

Insulet Corporation reported strong first quarter 2026 results with higher guidance for the year. Revenue reached $761.7 million, up 33.9% (or 30.1% in constant currency) and above the high end of its prior growth range. Omnipod revenue was $758.4 million, rising 36.9%, including $515.6 million from U.S. Omnipod, up 28.3%, and $242.9 million internationally, up 59.4%.

Operating income was $122.1 million, or 16.0% of revenue, while net income increased to $91.1 million, or $1.30 per diluted share, compared with $35.4 million and $0.50 a year earlier. Free cash flow was $89.5 million. The company repurchased 1.25 million shares and now expects full-year 2026 total revenue growth of 21%–23% in constant currency and adjusted EPS growth of more than 25%.

Insulet Corp Schedule 13G: Vanguard Capital Management reports beneficial ownership of 5,277,842 shares of Common Stock, representing 7.49% of the class as of 03/31/2026. The filing lists 698,568 shares with sole voting power and 5,277,842 shares with sole dispositive power.

The filing is signed by Ashley Grim as Head of Global Fund Administration on 04/30/2026.

Insulet Corporation furnished an update and clarification related to its voluntary Medical Device Correction. The Company previously reported 18 Serious Adverse Events and later expanded communications on April 10, 2026 to include 13 expired lots, stating this does not change its earlier estimated financial impact. The updated communication referenced 29 confirmed Serious Adverse Events. The Company also explained that an FDA website statement citing 476 serious injuries actually refers to 476 Medical Device Reports potentially related to the correction, rather than 29 confirmed Serious Adverse Events. The information is furnished under Item 7.01 and is not deemed filed under the Exchange Act.

Insulet Corporation reports strong 2025 growth and seeks shareholder approvals at its 2026 virtual annual meeting. Revenue reached about $2.7 billion with roughly 31% growth, gross margin was 71.6%, operating margin 17.5%, and free cash flow about $375 million, reflecting a highly profitable, recurring-revenue model.

The company highlights 10 consecutive years of at least 20% constant currency revenue growth, driven by Omnipod 5 adoption, global expansion and rising Type 2 diabetes use. The proxy asks shareholders to elect three Class I directors, approve executive pay on an advisory basis, and ratify the independent auditor. Insulet emphasizes a largely independent board, performance‑heavy executive compensation, formal clawback and stock ownership guidelines, and growing sustainability initiatives, including global Pod recycling and expanded renewable energy use.

Insulet Corp EVP and CCO Michael Panos received new equity awards. He was granted an employee stock option covering 7,255 shares of common stock at an exercise price of $207.04 per share, expiring on April 1, 2036. These non-qualified stock options become exercisable in substantially equal installments on each of the first, second, third and fourth anniversaries of the grant date.

He also received 2,777 restricted stock units that vest in substantially equal installments on each of the first, second and third anniversaries of the grant date and are settled one-for-one in common shares. Following these grants, he directly holds 2,782 shares of common stock and 7,255 stock options.

INSULET CORP executive Michael Panos filed an initial Form 3 reporting his holdings in the company. As EVP and Chief Commercial Officer, he disclosed direct beneficial ownership of 5 shares of INSULET CORP Common Stock. This filing records his starting equity position as an insider, without indicating any recent buy or sell transaction.

INSULET CORP director Robert Luther Huffines received an award of 111 deferred common stock units of Insulet common stock on March 31, 2026, valued at $209.84 per unit. This grant was made in lieu of cash board compensation under the company’s Deferred Compensation Plan for Non-Employee Directors and increased his reported holdings to 638 shares or units.

The deferred common stock units will convert into the same number of Insulet common shares upon distribution, with any fractional share value paid in cash. Distribution occurs at the director’s election, either in a lump sum or in substantially equal annual installments, consistent with the plan’s terms.

The Vanguard Group filed Amendment No. 14 to Schedule 13G/A reporting that it beneficially owns 0 shares of Insulet Corp Common Stock, representing 0% of the class as disclosed in the amendment.

The amendment explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that resulted in certain subsidiaries and business divisions of The Vanguard Group reporting ownership separately. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.

Insulet Corporation announced a voluntary medical device correction for specific lots of its Omnipod® 5 Pods in the U.S. after identifying a manufacturing issue that can cause small tears in internal tubing and under-delivery of insulin.

The company has received 18 reports of serious adverse events tied to high blood glucose and diabetic ketoacidosis, but no deaths, and has notified the FDA. The affected lots represent about 1.5% of annual Omnipod 5 pod production, and Insulet does not expect shipment or new-patient-start disruptions. Customers can check lot numbers online and obtain free replacement Pods.

Insulet currently expects to incur up to $40 million of related costs in 2026, which will be excluded from adjusted results, and it is not changing previously issued 2026 guidance.