{"filings":[{"id":482516,"accession_number":"0001834376-26-000027","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2026-05-18T12:02:06+00:00","items":["7.01"],"status":"ready","headline":"InnovAge posts investor presentation, reaffirms FY2026 guidance from May 5 press release","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation posted on company website (https://investor.innovage.com).","Reaffirms full-year FY2026 guidance as previously disclosed on May 5, 2026.","No new financial or operational metrics provided in this notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":41363,"accession_number":"0001834376-26-000025","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2026-05-12T20:33:46+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints Jennifer Browne as President & COO effective June 8, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jennifer Browne appointed President and COO, effective June 8, 2026.","Ms. Browne was most recently COO at Strive Health (Mar 2025–May 2026); previously SVP at Optum Care.","Employment terms: $500k base salary, $200k sign-on bonus, target annual bonus of 75% of base, $500k RSU grant for FY2027.","Received 1,260,000 Class B units from TCO Group Holdings: 1/3 time-vested over 3 years, 2/3 performance-vested tied to Apax investor MOIC (1.67x, 1.99x, 2.30x).","Compensation also includes initial $500k RSU grant vesting over 3 years and 12-month severance package."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96013,"accession_number":"0001834376-26-000018","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q3 revenue up 15.5% to $251.9M; raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $251.9M (+15.5% YoY); net loss $29.9M vs $11.1M loss last year.","Adjusted EBITDA $30.5M (+$19.7M YoY); margin 12.1% vs 4.9%.","GAAP diluted EPS -$0.22 vs -$0.08; Center-level contribution margin 24.2% vs 18.7%.","Census ~8,050 participants, up from 7,530 a year ago.","Company raises fiscal 2026 revenue and Adjusted EBITDA guidance citing stronger execution."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":727756000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109514,"accession_number":"0001834376-26-000016","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"InnovAge reaffirms FY2026 guidance at KeyBank Healthcare Forum","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company presenting at KeyBank Capital Markets Healthcare Forum on March 17, 2026.","Reaffirming full-year fiscal 2026 guidance issued on Feb 3, 2026, with Q2 results.","Investor presentation posted on IR website at https://investor.innovage.com.","No new financial metrics or specific numbers disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109513,"accession_number":"0001834376-26-000012","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q2 fiscal 2026 revenue $239.7M (+14.7% YoY), net income $11.8M vs loss $13.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $239.7M up 14.7% YoY; net income $11.8M vs net loss $13.5M in prior year.","EPS $0.08 vs $(0.10) loss; adjusted EBITDA $22.2M (9.2% margin) vs $5.9M (2.8%).","Census grew to 8,010 participants from 7,480 (up 7.1%).","Center-level contribution margin $52.8M (22.0% of rev) vs $37.1M (17.7%).","Cash and short-term investments $126.0M; debt $69.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":475813000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109512,"accession_number":"0001834376-26-000005","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints Pavithra Mahesh and Sean Traynor to Board, expanding to 11 directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Pavithra Mahesh (Apax Partners Principal) and Sean Traynor (Welsh Carson General Partner) join Board effective Jan 28, 2026.","Board size increased from 9 to 11; Mahesh on Quality & Compliance, Traynor on Compensation, Nominating & Governance.","Both served as directors pre-IPO; reappointed under Nomination Agreement with Apax and Welsh Carson.","Per Nomination Agreement, Mahesh and Traynor will not receive compensation for director service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109511,"accession_number":"0001834376-26-000003","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"InnovAge hosts JPM Healthcare Conference investor webcast; presentation furnished","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Slide presentation furnished as Exhibit 99.1 for January 12, 2026 investor conference.","No specific financial or operational metrics disclosed in the filing or attached exhibit excerpt.","Presentation content not provided in full; investor unable to assess material updates from filing alone.","Routine FD disclosure; no new earnings, guidance, or M&A announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126023,"accession_number":"0001834376-25-000078","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"InnovAge stockholders elect three Class II directors, ratify auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["James G. Carlson, Teresa Sparks, Richard Zoretic elected as Class II directors with >120M 'For' votes each.","Deloitte & Touche ratified as independent auditor for FY2026 with 130,962,255 'For' votes.","Approximately 130.97M shares (96.5% of outstanding) represented at the meeting, indicating strong turnout."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126022,"accession_number":"0001834376-25-000072","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q1 FY2026 revenue up 15% to $236M; net income $7.7M vs loss of $5.7M YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $236.1M (+15.1% YoY); net income $7.7M vs loss $5.7M; EPS $0.06 vs -$0.04.","Adjusted EBITDA $17.6M (7.5% margin) vs $6.5M (3.2% margin) YoY.","Center-level contribution margin $51.4M (21.8% of revenue), up 48.7% from $34.5M.","Participant census ~7,890, up from 7,210 YoY.","Ended quarter with $67.1M cash + $42.3M short-term investments; $71.5M debt."],"consensus_eps_estimate":0.0612,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":236105000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126021,"accession_number":"0001834376-25-000065","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"InnovAge President and COO Michael Scarbrough to depart effective November 28, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Scarbrough, President and COO, leaving InnovAge on November 28, 2025.","Departure was mutually agreed; transition support in place.","Company has commenced a search for a new President and COO.","No successor has been named as of filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142752,"accession_number":"0001834376-25-000060","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge FY2025 revenue up 12% to $853.7M; net loss widens to $30.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 revenue $853.7M (+11.8% YoY); net loss attributable $30.3M ($0.22 loss per share).","Adjusted EBITDA rose to $34.5M (4.0% margin) from $16.5M (2.2% margin) in FY2024.","Center-level Contribution Margin $153.6M (18.0% of revenue) vs $132.1M (17.3%) prior year.","Participant census grew to ~7,740 from ~7,020 year-over-year.","CEO Patrick Blair cites 'responsible growth' and expects FY2026 momentum to continue."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142751,"accession_number":"0001834376-25-000054","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"InnovAge subsidiary refinances debt with $50.7M term loan and $100M revolver; maturity extended to 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $50.7M Term Loan A and $100M revolving credit facility refinance existing debt under Amended Credit Agreement.","Maturity extended to August 8, 2028 from March 8, 2026 for both facilities.","Interest at SOFR or Alternate Base Rate plus margin based on secured net leverage ratio.","JPMorgan Chase, Capital One, Barclays, and Goldman Sachs among the new lenders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160839,"accession_number":"0001834376-25-000009","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q3 FY2025 revenue $218M (+13% YoY); net loss widens to $0.08/sh","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $218.1M, up 13.0% YoY; census 7,530 participants vs. 6,820 a year ago.","Net loss attributable to InnovAge of $11.4M ($0.08 diluted EPS), compared to $5.9M ($0.04) in Q3 FY2024.","Center-level Contribution Margin $40.7M (18.7% of revenue), up 19.9% YoY.","Adjusted EBITDA $10.8M (4.9% margin), up from $3.0M (1.5%) in prior year.","Cash, cash equivalents and short-term investments $101.8M; total debt $77.3M."],"consensus_eps_estimate":0.0102,"consensus_eps_actual":-0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":632282000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179039,"accession_number":"0001834376-25-000002","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q2 revenue up 10.6% to $209M, but net loss widens to $13.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $209.0M, +10.6% YoY; census 7,480 participants (+700 YoY).","Net loss $13.5M vs $3.8M; GAAP EPS loss $0.10 vs $0.03.","Adjusted EBITDA $5.9M, down from $6.9M; margin 2.8% vs 3.7%.","Cash & short-term investments $86.9M; debt $78.3M on balance sheet."],"consensus_eps_estimate":-0.0238,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":414141000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195715,"accession_number":"0001834376-24-000095","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-12-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"InnovAge stockholders elect directors, ratify auditor, approve officer exculpation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Andrew Cavanna, Thomas Scully, Marilyn Tavenner elected as Class I directors with 119.6M, 119.6M, 128.0M votes for, respectively.","Ratification of Deloitte & Touche LLP as independent auditor for FY2025: 129.6M for, 6,243 against, 901 abstentions.","Amendment to charter to exculpate certain officers approved: 120.7M for, 7.4M against, 221 abstentions.","Quorum of 129.6M shares (95.7% of outstanding) present at the December 5, 2024 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195714,"accession_number":"0001834376-24-000084","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q1 revenue $205.1M (+12.4% YoY), net loss narrows to $5.7M from $11.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $205.1M, up 12.4% YoY; center-level contribution margin 16.8% +1.5pp.","Net loss $5.7M vs $11.0M YoY; diluted EPS -$0.04 vs -$0.08.","Adjusted EBITDA $6.5M vs $1.3M YoY; margin 3.2% vs 0.7%.","Census ~7,210 participants, up 9.6% from 6,580 YoY.","Cash & equivalents $39.0M, short-term investments $46.7M; debt $81.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":205142000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195713,"accession_number":"0001834376-24-000080","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints Michael Scarbrough as President and COO; separates CEO and President roles","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Scarbrough appointed President and COO effective Nov 4, 2024; Christine Bent steps down as COO and becomes Senior Advisor through Dec 31.","Scarbrough receives $485k base salary, 75% target bonus, and 1M Class B Units (50% time-vested over 4 years, 50% performance-vested tied to Apax MOIC thresholds).","Patrick Blair ceases as President but remains CEO; roles separated to improve strategic execution.","Maria Lozzano promoted to President, Pharmacy Services, reporting to CEO.","Bent receives $100k cash separation, 6 months COBRA, and 28,860 RSUs vesting June 2025; 57,721 RSUs forfeited."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211986,"accession_number":"0001834376-24-000077","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"InnovAge increases share buyback program by $2.5M; total authorization now $7.5M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized additional $2.5 million share repurchase; total program now $7.5 million.","Since June 2024, 837,372 shares repurchased for $5.0 million aggregate.","Repurchases may be made in open market, private transactions, or via Rule 10b5-1 plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211985,"accession_number":"0001834376-24-000072","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-09-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge FY2024 revenue $763.9M (+11%), net loss narrows to $23.2M from $43.6M, adjusted EBITDA $16.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $763.9M, up 11% YoY from $688.1M in FY2023.","Net loss $23.2M (margin 3.0%) improved from $43.6M (6.3%) in prior year.","Adjusted EBITDA $16.5M (margin 2.2%) vs negative $3.4M (-0.5%) in FY2023.","Center-level contribution margin $132.1M, up 30.4% YoY; margin 17.3% vs 14.7%.","Census ~7,020 participants, up 9.7% from 6,400 in FY2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230810,"accession_number":"0001834376-24-000045","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"InnovAge announces $5M share repurchase program authorized by Board","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved repurchase of up to $5.0 million of common stock (NASDAQ: INNV).","Purchases may be made on open market, privately, or via Rule 10b5-1 plans.","Timing depends on stock price, trading volume, corporate requirements, and market conditions.","Company not obligated to buy any shares; program may be suspended or discontinued at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230809,"accession_number":"0001834376-24-000021","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge reports Q3 fiscal 2024 revenue up 12% YoY to $193.1M; net loss narrows to $0.04 EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $193.1M, up 11.9% YoY from $172.5M; participant census 6,820 vs 6,310 (+8%).","Net loss $6.2M vs $7.3M YoY; loss per share ($0.04) vs ($0.05), improvement of $0.01.","Center-level contribution margin $34.0M, up 18.1% YoY; margin rate 17.6% vs 16.7%.","Adjusted EBITDA $3.6M vs $3.8M YoY; margin 1.9% vs 2.2%, slight decrease.","Cash & short-term investments $99.3M, debt $81.3M; ended Q3 with $54.1M cash + $45.2M ST investments."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":564454000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249204,"accession_number":"0001834376-24-000011","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"InnovAge Holding Corp. announces investor day presentation; no specific financial updates disclosed in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company held an investor conference via live webcast on February 27, 2024.","Slide presentation posted on company's website; content not reproduced in this filing.","No earnings, guidance, or material events announced in the filing text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249203,"accession_number":"0001834376-24-000007","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q2 revenue up 12.8% to $188.9M; net loss narrows to $3.8M from $10.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $188.9M (+12.8% YoY); participant census 6,780 (+320).","Net loss of $3.8M ($0.03 loss per share) vs $10.5M ($0.07) loss a year ago.","Adjusted EBITDA turned positive to $7.8M from -$2.0M; margin 4.1% vs -1.2%.","Center-level contribution margin $33.6M (17.8% of revenue) vs $22.6M (13.5%).","Ended quarter with $98.8M cash & investments and $83.7M debt."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":371382000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266696,"accession_number":"0001104659-23-127341","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-12-19T23:59:59+00:00","items":["5.07","5.02","9.01"],"status":"ready","headline":"InnovAge grants 250K Class B Units to Chief Legal Officer; re-elects directors, ratifies auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Re-elected John Ellis Bush, Patricia Fontneau, and Ted Kennedy Jr. as Class III directors; ratified Deloitte & Touche as auditor.","Granted 250,000 Class B Units to Chief Legal Officer Nicole D'Amato; 50% time-vest over 4 yrs, 50% performance-vest on Apax MOIC (2.0x-2.5x).","Performance-based units vest upon Change of Control; time-based units accelerate on Change of Control; canceled if no liquidation value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266695,"accession_number":"0001834376-23-000025","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q1 revenue up 6.6% to $182.5M; adjusted EBITDA turns positive at $2.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $182.5M, up 6.6% YoY; net loss narrowed to $11.0M from $13.7M.","Adjusted EBITDA of $2.2M vs -$3.8M in prior year; adjusted EBITDA margin 1.2%.","Center-level contribution margin $27.9M (+30.1% YoY); margin improved to 15.3% from 12.5%.","Census ~6,580 participants, up slightly from 6,540; cash & short-term investments $135.2M.","Net loss per share $0.08 vs $0.10; management cites continued improvement and momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":182485000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283941,"accession_number":"0001834376-23-000016","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-09-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge reports FY2023 net loss of $40.7M; revenue down 1.5% to $688.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $176.9M, net loss $11.2M ($0.09 loss per share); adjusted EBITDA $0.7M.","FY2023 total revenue $688.1M (down 1.5% YoY), net loss $40.7M vs $6.5M loss in FY2022.","Center-level contribution margin fell 25% to $101.3M, 14.7% of revenue vs 19.4% in FY2022.","Participant census ~6,400, down from 6,650; adjusted EBITDA margin negative 0.2%.","CEO cites \"strongest foundation\" and expects responsible, profitable growth in fiscal 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283940,"accession_number":"0001104659-23-097754","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-09-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"InnovAge CEO Blair granted 1.1M Class B units of majority shareholder TCO, plus RSUs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Patrick Blair received 1,100,000 Class B units of TCO Group Holdings (company's largest shareholder) on Aug 30, 2023.","50% of units time-vest annually over 4 years; 50% performance-vest upon change of control if Apax achieves ≥2.0x MOIC.","Board also granted 105,264 restricted stock units, vesting in three equal annual installments from June 2024.","Award structured as profits interest; grant from shareholder, not company, with no dilution to InnovAge common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283939,"accession_number":"0001104659-23-090947","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-08-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints Teresa Sparks to Board, Sean Traynor resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Teresa Sparks appointed as Class II director effective Aug. 14, 2023; will serve until 2025 annual meeting.","Sparks named Chair of Audit Committee; receives $100k RSU vesting in 1 year and $120k annual cash retainer.","Sean Traynor of WCAS resigned Aug. 8, 2023; no disagreement with company operations.","Sparks brings CFO experience from Envision Healthcare, Brookdale Senior Living, and Surgery Partners.","Sparks also serves on boards of ATI Physical Therapy (NYSE: ATIP) and Harrow Health (Nasdaq: HROW)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283938,"accession_number":"0001104659-23-078256","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-07-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints Ben Adams as CFO effective July 10, replacing Barb Gutierrez","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ben Adams named CFO effective July 10, 2023; base salary $435,000, target bonus 50% of base.","Adams receives grant of 863,700 Class B units of TCO Group Holdings; 50% time-vesting, 50% performance-vesting.","Outgoing CFO Barbara Gutierrez steps down July 10, stays as Senior Advisor through Sept 15, 2023.","Gutierrez eligible for severance: 12 months base salary, target bonus, health coverage; accelerated vesting of 82,756 Class B units."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303532,"accession_number":"0001834376-23-000007","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q3 FY2023 revenue down 2.7% to $172.5M; net loss widens to $0.05/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $172.5M, down 2.7% YoY; participant census fell to 6,310 from 6,800.","Net loss of $7.3M ($0.05/share) vs loss of $3.2M ($0.02/share) in prior-year quarter.","Adjusted EBITDA improved to $3.8M from $1.9M; margin 2.2% vs 1.1%.","Ended quarter with $121.7M cash, $89.1M debt; released from Sacramento sanction on May 1.","Center-level contribution margin $28.8M, up 2.8% YoY; as % of revenue improved to 16.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":511213000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303531,"accession_number":"0001104659-23-053566","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"California DHCS lifts enrollment sanction on InnovAge's Sacramento PACE center","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["DHCS released Sacramento PACE center from enrollment sanction effective May 1, 2023.","CMS had previously released its sanction in November 2022; both sanctions now lifted.","Resumption of normal enrollment of eligible seniors into the PACE program at Sacramento center.","Post-sanction corrective actions and monitoring required by CMS and DHCS.","CEO Patrick Blair credits team and regulatory partnership for achieving sanction removal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323194,"accession_number":"0001104659-23-038772","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-03-30T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints Patty Fontneau to Board; two investor directors resign","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Patty Fontneau appointed to Board effective March 29, 2023 as Class III director.","Caroline Dechert (WCAS) and Pavithra Mahesh (Apax) resigned; no disagreement cited.","Fontneau receives $100K RSU grant vesting in one year and $100K annual cash retainer.","Fontneau is CEO of Reach Out and Read Colorado; previously President at Cigna and CEO of Connect for Health Colorado.","WCAS and Apax continue active involvement on the Board and with the business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323193,"accession_number":"0001104659-23-027377","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-03-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints Christine Bent as COO effective March 20, 2023; Maria Lozzano transitions to Senior Advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christine Bent appointed COO effective March 20, 2023; replaces Maria Lozzano who becomes Senior Advisor to CEO and COO through August 4, 2023.","Bent's employment agreement includes $455,000 base salary, 50% target bonus, $400,000 annual RSU grant, and initial $575,000 RSU grant vesting over 3 years.","Lozzano will receive base salary continuation for 12 months post-separation, pro-rata bonus, and healthcare coverage under transition agreement.","Bent previously SVP and COO at Prime Therapeutics; also held leadership roles at Allina Health and Atrius Health."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323192,"accession_number":"0001558370-23-000971","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q2 FY2023 net loss $10.5M; revenue down 4.5%, Adjusted EBITDA negative $2.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $10.5M ($0.07 loss per share) vs net income of $1.1M in Q2 FY2022.","Revenue $167.5M, down 4.5% YoY; participant census fell to ~6,460 from 7,050.","Adjusted EBITDA negative $2.0M, down from $14.8M; margin negative 1.2%.","Center-level Contribution Margin $22.6M, down 45.4% YoY; margin 13.5% vs 23.6%.","Ended quarter with $99.5M cash and $84.6M in debt."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":338674000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323191,"accession_number":"0001104659-23-005940","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2023-01-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"InnovAge announces release of enrollment sanctions for all 6 Colorado PACE centers by CMS and Colorado HCPF","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["CMS and Colorado HCPF lifted enrollment sanctions effective Jan 23, 2023, for InnovAge's six Colorado PACE centers.","Sanctions release allows InnovAge to resume normal enrollment of eligible seniors in Aurora, Denver, Lakewood, Northern Colorado, Pueblo, and Thornton.","Post-sanction corrective action and monitoring will be required by regulators to address issues from validation audits.","This follows CMS's November release of sanctions for InnovAge's Sacramento, California PACE center; company still awaits action from California DHCS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":341260,"accession_number":"0001104659-22-126600","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-12-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"InnovAge Holding announces 2022 annual meeting voting results; all director nominees elected, auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders elected James Carlson, Caroline Dechert, Pavithra Mahesh, and Richard Zoretic as Class II directors.","Each director received at least 129.9M votes for; broker non-votes totaled 1,003,464 on each.","Ratification of Deloitte & Touche as auditor for FY ending June 30, 2023 passed with 133,418,044 for, 75,313 against.","Over 133.4M shares (98.5% of outstanding) were present, constituting a quorum.","Proposals were routine governance items; no material changes to board or auditor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":341259,"accession_number":"0001104659-22-121008","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-11-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CMS lifts sanction on InnovAge's Sacramento center; state sanction remains","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["CMS released sanction effective immediately, allowing normal Medicare enrollment at Sacramento center.","California DHCS continues validation audit; state sanction on Medicaid enrollment not lifted.","CEO Patrick Blair called the CMS decision 'a step in the right direction' and acknowledged further work."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":341258,"accession_number":"0001558370-22-016862","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q1 FY23 net loss of $13.7M vs prior-year profit; revenue down 1.1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $171.2M (-1.1% YoY); net loss $13.7M vs net income $7.6M in prior year.","GAAP diluted EPS -$0.10 vs +$0.06; adjusted EBITDA -$3.8M vs +$18.2M.","Center-level Contribution Margin $21.4M (12.5% of revenue) vs $42.3M (24.5%) a year ago.","Participant census 6,540, down 6.4% from 6,990 in Q1 FY22.","Cash and equivalents $188.2M; debt $84.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":171218000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":341257,"accession_number":"0001104659-22-105335","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-10-03T23:59:59+00:00","items":["5.08","8.01"],"status":"ready","headline":"InnovAge sets 2023 annual meeting for Dec 13; shareholder proposal deadline Oct 13","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual meeting to be held virtually on December 13, 2022.","Shareholder proposals, including director nominations, due by October 13, 2022.","Deadline triggered because meeting date differs by more than 30 days from prior year anniversary.","Proposals must comply with SEC rules and the company's amended bylaws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":358305,"accession_number":"0001558370-22-014364","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-09-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge FY2022 revenue $698.6M, net loss $8.0M; no FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $698.6M (+9.5% YoY); net loss $8.0M vs $44.7M loss prior year.","Adjusted EBITDA $34.3M, down 60% from $85.3M; margin fell to 4.9% from 13.4%.","Census ~6,650 participants, down from ~6,850; center-level contribution margin $135.4M, down 22.2%.","Q4 net loss $13.5M vs $6.3M net income in Q4 2021; adjusted EBITDA -$0.6M vs $19.3M.","No FY2023 guidance due to uncertainty around sanction release timeline."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":377039,"accession_number":"0001104659-22-076315","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-06-30T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints James Carlson as non-executive Chairman effective June 30, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Carlson will serve as Class II director and Chairman until the 2023 annual meeting.","Received RSU grant worth $125,000 (vests in one year) plus annual retainers totaling $200,000.","Previously CEO of Amerigroup (sold to WellPoint for ~$5B) and EVP at UnitedHealth Group.","Board expands from nine to ten directors; Carlson is independent.","Andrew Cavanna steps down as Chairman; Carlson selected under shareholder nomination agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":377038,"accession_number":"0001558370-22-008116","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q3 revenue up 13.5% to $177.4M; net loss narrows but adjusted EBITDA drops 90%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $3.2M, EPS -$0.02 diluted vs -$0.09 a year ago; adjusted EBITDA $1.9M vs $20.3M.","Center-level contribution margin fell 32.3% to $28.0M; margin rate down 10.7 ppt to 15.8%.","Census ~6,800 participants, up 2.1% YoY; revenue growth driven by higher per-member rates.","CMO Dr. Melissa Welch leaving mid-June; Dr. Ann M. Wells named interim CMO."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":525780000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395409,"accession_number":"0001104659-22-036098","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-03-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"InnovAge shareholders elect all three Class I director nominees, ratify auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected Andrew Cavanna, Thomas Scully, and Marilyn Tavenner as Class I directors with >122M votes for each.","Advisory proposal to retain classified board structure passed with 121.3M votes for, 9.1M against.","Advisory proposal to retain supermajority voting standards passed with 121.3M votes for, 9.1M against.","Ratification of Deloitte & Touche as independent auditor for FY2022 approved with 132.5M votes for.","Total shares outstanding 135.5M; quorum of 132.5M shares present at meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395408,"accession_number":"0001104659-22-025196","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-02-18T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CMS denies InnovAge's application for Terre Haute PACE center","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["CMS denial based on deficiencies from 2021 audits of Sacramento and Colorado PACE programs.","Projected center opening in FY 2024 now blocked; company evaluating options.","Innovage remains committed to Indiana but cannot guarantee outcome of review process."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395407,"accession_number":"0001558370-22-000951","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q2 EPS $0.01 (down from $0.08); revenue +11.5% but profit and margins fall on medical normalization","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.1M vs $9.6M YoY; diluted EPS $0.01 vs $0.08.","Revenue $175.4M, +11.5% YoY on census growth to ~7,050 (+6%).","Center-level Contribution Margin $41.4M (-6.1%); margin 23.6% (down 4.4pp) on medical cost normalization and center re-openings.","Adjusted EBITDA $14.8M vs $22.6M; margin 8.4% vs 14.5%.","Company addressing audit deficiencies in Sacramento and Colorado; CEO notes COVID, labor pressures."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":348420000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395406,"accession_number":"0001104659-22-006876","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-01-24T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"InnovAge FY2022 annual meeting set for March 17, 2022, virtual format","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual meeting to be held virtually by remote communication on March 17, 2022.","Record date for shareholders entitled to vote is January 24, 2022.","Board of Directors made the determination on January 21, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395405,"accession_number":"0001104659-22-000142","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2022-01-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge CEO Maureen Hewitt resigns effective Jan 1; Patrick Blair named President and CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Maureen Hewitt resigned as CEO and director effective Jan 1, 2022, after 15 years with the company.","Patrick Blair, previously President since Nov 2021, appointed President and CEO immediately.","Hewitt receives separation benefits of ~$2.677M (24 months salary + 1.5x target bonus) plus COBRA coverage.","Company cites regulatory issues with CMS and California/Colorado programs as key focus for new CEO.","Blair brings experience from BAYADA Home Health and Anthem; board expresses full support."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":414128,"accession_number":"0001104659-21-152879","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2021-12-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CMS suspends new Medicare enrollments at InnovAge Colorado PACE; guidance withdrawn","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["CMS suspended new Medicare beneficiary enrollment at InnovAge Colorado PACE effective Dec 23, 2021 due to audit deficiencies.","Deficiencies include failure to provide covered services, ensure 24/7 care, and coordinate care across settings.","Colorado HCPF verbally communicated similar Medicaid sanctions; written notice pending.","Company withdraws fiscal year 2022 guidance due to enrollment freeze.","Suspension remains until CMS determines deficiencies remedied; company evaluating appeal options."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":414127,"accession_number":"0001104659-21-137649","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2021-11-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"InnovAge appoints Patrick Blair as President, effective Dec 1, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Blair will oversee operations, clinical, sales, marketing, and center development; expansion into 3 new sites in FY2023.","Employment terms: $750K base salary, target bonus 100% of base, $600K sign-on cash bonus.","Equity awards: $10.5M stock options and $3.5M RSUs, with performance vesting at $15 and $21 per share.","Blair previously Group President at BAYADA Home Health Care and SVP at Anthem, Inc.","Stock price as of Nov 10, 2021 used for grant calculation; closing price not disclosed in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":414126,"accession_number":"0001558370-21-015275","cik":1834376,"company_name":"InnovAge Holding Corp.","ticker":"INNV","form_type":"8-K","filed_at":"2021-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"InnovAge Q1 revenue $173.1M (+13.4% YoY); net income $7.6M, EPS $0.06 vs loss $0.41","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $173.1M, up 13.4% from $152.6M in Q1 fiscal 2021.","Net income $7.6M vs net loss $49.8M; diluted EPS $0.06 vs ($0.41) YoY.","Adjusted EBITDA $18.2M (10.5% margin) vs $23.1M (15.1%) last year.","Census ~6,990 participants, up 7.2% YoY; FY2022 guidance reaffirmed: revenue $712-725M, adj EBITDA $60-72M.","Digital referrals up 65% QoQ; 89% of participants and 98% of employees vaccinated for COVID-19."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":173070000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1009878711.8600271,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-11-09T23:59:59+00:00|414126"}