SailPoint, Inc. filings document the identity security company's operating results, governance structure, capital arrangements, and material events. Its 8-K reports include quarterly and annual financial results, annual recurring revenue and SaaS metrics, non-GAAP reconciliations, outlook commentary, and formal disclosures about cybersecurity incidents, board changes, and executive or director matters.
The company's proxy materials cover director elections, auditor ratification, advisory executive compensation votes, board committees, controlled company status, the Thoma Bravo director designation agreement, beneficial ownership, related-party transactions, equity compensation, and risk oversight. Other filings describe financing arrangements, including a revolving credit facility for SailPoint subsidiaries, related guarantees, covenants, and security interests.
SAIL submitted a Form 144 notice disclosing proposed sales of common stock tied to an RSU vesting event. The filing lists 198,635 shares from an RSU vesting on 04/05/2026 and shows a prior sale of 24,771 shares on 04/07/2026. The securities are listed on Nasdaq.
SAIL submitted a Form 144 notice reporting proposed or planned dispositions of Common Stock tied to recent RSU vesting and an insider sale. The filing lists 539,903 shares from RSU vesting on 04/05/2026 and a reported sale of 67,328 shares by Mark McClain on 04/07/2026 for $850,689.28. Broker details include Morgan Stanley Smith Barney LLC and a Nasdaq listing is shown.
SAIL submitted a Form 144 disclosing recent restricted‑security activity in its common stock. The filing lists 67,961 shares from an RSU vesting recorded on 04/05/2026 as compensation and reports a sale of 4,245 shares by Chandra Gnanasambandam on 01/08/2026 for $83,079.44.
SAIL submitted a Rule 144 notice relating to proposed sales of common stock, including 98,403 shares tied to RSU vesting on 04/05/2026. The filing lists Morgan Stanley Smith Barney as broker and records a prior sale by Abby Payne of 3,582 shares on 01/08/2026 for $70,103.78.
SAIL filing a Form 144 discloses insider securities activity. The notice lists 109,355 shares of common stock tied to an RSU vesting dated 04/05/2026 and shows a prior sale of 4,507 shares on 01/08/2026 yielding $88,207.07.
SAIL submitted a Form 144 disclosing an intended sale of 148,310 shares of common stock tied to RSU vesting on 04/05/2026. The filing also records a prior sale of 30,638 shares on 01/08/2026 for $599,620.20.
SAIL files a Form 144 notice reporting intent to transact shares of its common stock related to compensation vesting. The excerpt lists 198,635 shares tied to RSU vesting on 04/05/2026 and shows a prior sale of 13,771 shares on 01/08/2026.
The filing appears routine and relates to compensation‑linked share activity; timing and specific distribution methods are those shown in the excerpt.
SAIL filed notices under Rule 144 reporting proposed disposals of Common Stock. The filing lists 539,903 shares tied to RSU vesting on 04/05/2026 described as issuer/compensation-related and shows a prior transaction: 52,799 shares sold on 01/08/2026 for $1,033,335.96.
SailPoint, Inc. reports strong expansion as a provider of adaptive identity security for large, complex organizations. Revenue grew from $699.6 million to $1.1 billion between the fiscal years ended January 31, 2024 and January 31, 2026, driven by its SaaS‑based SailPoint Platform and IdentityIQ offerings.
The company serves approximately 3,235 customers in more than 65 countries and generated 35% of revenue outside the United States in the year ended January 31, 2026. Its solutions govern human, machine, and AI agent identities using AI‑driven analytics, lifecycle management, and compliance tools built on a unified, multi‑tenant cloud architecture.
SailPoint emphasizes innovation, investing about $223.0 million in research and development in the year ended January 31, 2026, and relies heavily on a broad ecosystem of system integrators, resellers, and MSPs for over 90% of new customer transactions. Principal risks include intense competition, reliance on partner channels, rapid market and AI technology evolution, cybersecurity threats, and concentrated control by Thoma Bravo.
SailPoint, Inc. reported strong growth for fiscal 2026 while remaining unprofitable on a GAAP basis. Annual recurring revenue reached $1.125 billion, up 28% year-over-year, with SaaS ARR of $746 million, up 38%. Full-year revenue was $1.071 billion, an increase of 24%, driven by subscription revenue of $1.010 billion, up 27%.
The company posted a GAAP operating loss of $307 million (a 29% negative margin) and a GAAP net loss of $270 million, but generated $194 million in adjusted income from operations with an 18% adjusted operating margin. Free cash flow for fiscal 2026 was $52 million, including $57 million in free cash flow in Q4.
For fiscal 2027, SailPoint guides to ARR of $1.356–$1.366 billion (about 21% growth), revenue of $1.260–$1.270 billion (about 18–19% growth), adjusted income from operations of $231.5–$236.5 million, adjusted operating margin of 18.2–18.8%, and adjusted EPS of $0.30–$0.34.