SailPoint, Inc. filings document the formal disclosure record for an enterprise identity security software company, including operating results, material agreements, governance matters, cybersecurity updates, and capital-structure items. Form 8-K reports cover earnings releases, a revolving credit agreement involving wholly owned subsidiaries, board composition and director designation rights, and a cybersecurity disclosure involving access to a subset of GitHub repositories.
Proxy materials describe annual meeting voting matters, director elections, board structure, compensation, related-party disclosures, and stockholder governance. The filings also provide context for SailPoint's identity security platform, its SaaS and customer-hosted offerings, and disclosure areas tied to enterprise software, access governance, data security, and compliance-oriented customers.
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.
Payne Abby reported acquisition or exercise transactions in this Form 4 filing.
SailPoint, Inc. reported that Chief People Officer Abby Payne received a grant of 293,159 shares of Common Stock on March 4, 2026 as a stock award with a stated price of $0.00 per share, increasing her directly held stake to 971,966 shares.
In addition to these direct holdings, shares are also held indirectly through the Abigail McKenzie Goode Trust, the Abigail Payne 2024 GST Trust, and the Madeleine C. Payne GST Trust, where Payne serves as trustee. She may be deemed to beneficially own the shares held by these trusts but disclaims beneficial ownership except to the extent of her pecuniary interest.
SailPoint, Inc. reported that its Chief Financial Officer, Brian Carolan, acquired 592,833 shares of common stock on a grant, award, or other acquisition basis. The transaction price per share was reported as $0.00, indicating it was an equity award rather than an open-market purchase. Following this grant, the CFO directly holds 1,870,628 shares of SailPoint common stock.
Mills Matt reported acquisition or exercise transactions in this Form 4 filing.
SailPoint, Inc. President Matt Mills received a grant of 684,039 shares of common stock on March 4, 2026 as a stock award, recorded at a price of $0.0000 per share. Following this grant, his directly held ownership increased to 2,535,022 shares of SailPoint common stock.