Welcome to our dedicated page for TruBridge SEC filings (Ticker: TBRG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The TruBridge, Inc. (NASDAQ: TBRG) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, drawn in real time from the EDGAR system and supported by AI-powered analysis. TruBridge is a healthcare technology and solutions company focused on rural and community hospitals and providers, and its filings offer detailed insight into how it reports financial performance, manages risk, and governs its operations.
Key documents for TruBridge include annual reports on Form 10-K and quarterly reports on Form 10-Q, where the company presents audited and interim financial statements, segment information for its Financial Health and Patient Care business units, and discussions of risk factors and internal control over financial reporting. For example, TruBridge has disclosed material weaknesses related to revenue processes and customer contract changes in prior years, and it has reported on changes to its independent registered public accounting firm, including the dismissal of Grant Thornton LLP and engagement of KPMG LLP.
Current reports on Form 8-K capture material events such as quarterly earnings releases, leadership changes, board refreshment actions, cooperation agreements with major shareholders, and financing developments like the 2025 Amended and Restated Credit Agreement with its lending partners. These filings help investors understand how TruBridge is addressing governance, capital structure, and strategic priorities in the context of rural and community healthcare.
On this page, users can review TruBridge’s Forms 10-K and 10-Q, 8-Ks describing significant corporate events, and other exhibits referenced in those reports. AI-generated summaries highlight the main points of each filing, explain complex accounting or control matters in plain language, and surface items related to revenue cycle management, EHR and patient engagement operations, internal control conclusions, and auditor changes. Filings related to executive and director arrangements, such as severance agreements and board appointments, are also accessible, along with any associated exhibits.
By using these tools, readers can quickly understand what TruBridge reports to regulators about its financial health, operational segments, governance, and risk profile, without having to parse every line of the underlying documents themselves.
TruBridge, Inc. Chief Financial Officer Vinay Bassi reported routine tax-related share withholdings tied to vesting of restricted stock. On March 13, 2026, 1,758 shares of common stock were withheld at $17.31 per share, and on March 16, 2026, 3,965 shares were withheld at $17.59 per share.
These Form 4 transactions, coded as tax-withholding dispositions, were not open-market sales. After these events, Bassi directly held 37,801 TruBridge common shares, reflecting continued equity ownership following the RSU vesting-related withholdings.
TruBridge, Inc. notified the SEC that it could not timely file its Annual Report on Form 10-K for the fiscal year ended December 31, 2025 and will use the 15-calendar day extension under Rule 12b-25.
Management identified out-of-period errors in prior consolidated and interim 2025 financial statements related to revenue recognition, stock-based compensation, and capitalized software development, and reported material weaknesses in internal control over financial reporting. After adjustments, the company expects the fiscal 2025 results to reflect an approximate 130% increase in income (loss) before taxes, an approximate 120% increase in net income (loss), and an approximate 120% increase in net income per share; timing to file is within the 15-day Rule 12b-25 extension.
TruBridge, Inc. executive David Harse, General Manager Patient Care, reported a small routine share disposition related to taxes. On the vesting of restricted stock, 377 shares of Common Stock were withheld to cover tax obligations, rather than sold on the open market. After this tax-withholding event, Harse directly holds 17,681 shares of TruBridge common stock, indicating that his overall ownership position remains largely unchanged.
TruBridge, Inc. President and CEO Christopher L. Fowler reported a routine tax-related share withholding connected to the vesting of restricted stock. On the transaction date, 2,093 shares of common stock were withheld at $18.47 per share to cover tax obligations, rather than sold in the open market. After this withholding, Fowler directly held 125,211 common shares, and an additional 16 shares were held indirectly by his spouse.
TruBridge, Inc. director David A. Dye reported non‑market share disposals related to restricted stock. On March 9, 2026, 1,416 common shares were withheld at $18.47 per share to cover taxes on vesting restricted stock. Separately, on December 31, 2024, 9,516 unvested restricted shares were forfeited to the company at no value under his severance agreement. After these events, Dye holds 87,713 common shares directly and 46,800 shares indirectly through a trust for himself and his children, indicating these are administrative compensation- and severance‑related adjustments rather than open‑market trading.
TruBridge, Inc. General Counsel Kevin Plessner reported a small tax-related share disposition tied to equity compensation. On the vesting of restricted stock, 280 shares of common stock were withheld at $18.47 per share to cover tax obligations. After this withholding, Plessner directly holds 13,177 shares of TruBridge common stock, so the filing reflects routine tax settlement rather than an open-market sale.
The Vanguard Group filed an amended Schedule 13G reporting its beneficial ownership of 744,705 TruBridge Inc common shares, representing 4.96% of the class as of December 31, 2025.
Vanguard reports no sole voting or dispositive power, only shared authority, and states the position is held in the ordinary course of business without any intent to change or influence control of TruBridge. The filing also notes an internal realignment at Vanguard under which certain subsidiaries are expected to report beneficial ownership separately while continuing the same investment strategies.
TruBridge, Inc. received a Schedule 13G reporting that investment entities Camac Partners, Camac Capital, Camac Fund and individual investor Eric Shahinian beneficially own 861,638 shares of TruBridge common stock, representing 5.7% of the company. The group reports shared power to vote and dispose of all these shares. The 5.7% figure is based on 15,008,986 TruBridge shares outstanding as of November 4, 2025. The filers state the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of TruBridge.
TruBridge, Inc. director Damien Leonard filed an initial ownership report showing how his interests in the company’s common stock are held. As of January 12, 2026, the filing lists 0 shares of common stock held directly in his own name. It also reports 2,130,000 shares of common stock held indirectly through L6 Holdings Inc. and 850,000 shares held indirectly through Pinetree Capital Ltd.
The disclosure explains that the L6 shares are owned directly by L6 Holdings Inc., where Leonard is a Managing Director, and the Pinetree shares are held through an affiliated partnership structure under Pinetree Capital Ltd., where he is President. Leonard disclaims beneficial ownership of these securities except to the extent of his pecuniary interest, meaning he is not conceding full personal ownership for regulatory purposes.
TruBridge, Inc. reported that institutional investor BlackRock, Inc. filed an amended ownership statement showing it beneficially owns 746,291 shares of TruBridge common stock, representing 4.97% of the outstanding class as of 12/31/2025.
BlackRock reports sole voting power over 738,004 shares and sole dispositive power over 746,291 shares, with no shared voting or dispositive power. The stake is held in the ordinary course of business and is described as a passive investment, not for the purpose of changing or influencing control of TruBridge. Various underlying clients have rights to dividends or sale proceeds, but no single client has more than 5% of the total outstanding common shares.