Recent 8-K filings for SI

• August 10, 2026, 7:09 AM ET leadership materiality 0.40 neutral item 7.01item 9.01

  Shoulder Innovations promotes Jon Osborne to Chief Commercial Officer

  Jon Osborne promoted to Chief Commercial Officer, effective Aug 6, 2026; previously VP of Commercial Development.

• August 6, 2026, 4:12 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Shoulder Innovations Q2 revenue $17.2M (+56% YoY); raises FY2026 guidance to $67-69M

  Net revenue $17.2M, up 56% YoY; gross margin 78.3% vs 76.2% a year ago.

• June 29, 2026, 7:07 AM ET debt materiality 0.60 positive item 1.01item 1.02item 2.03item 7.01item 9.01

  Shoulder Innovations closes up to $50M credit facility, refinances existing debt with improved terms

  $15M term loan fully funded; used to repay $15.7M owed to Trinity Capital.

• June 26, 2026, 4:09 PM ET other materiality 0.15 neutral item 5.07

  Shoulder Innovations stockholders elect two Class I directors and ratify Deloitte as auditor

  Robert Ball re-elected with 10.6M votes for (4.2M withheld); Andrew Hykes re-elected with 14.8M votes for (1,077 withheld).

• May 13, 2026, 4:08 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Shoulder Innovations Q1 revenue up 65% to $16.7M, raises FY2026 guidance to $65-68M

  Net revenue $16.7M (+65% YoY); implant systems sold 2,184 (+51%); gross margin 77.7%.

• April 27, 2026, 7:59 PM ET other material materiality 0.60 positive item 7.01item 9.01

  Shoulder Innovations launches InSet I-135RFX Humeral Stem with expanded fracture indications

  Full commercial launch of InSet I-135RFX Humeral Stem after limited market release and FDA 510(k) clearance for fracture indications.

• April 14, 2026, 7:59 PM ET other material materiality 0.60 neutral item 1.01 ◈ Material Agreements

  Shoulder Innovations signs 10-year lease for new 15,200 sq ft HQ in Byron Center, MI

  Lease with Ventura Office Park Lot #8, LLC for a new building with office/warehouse space.

• March 10, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 5.02item 9.01 ◈ Earnings Releases

  Shoulder Innovations reports Q4 revenue $14.4M (+65%), FY2025 revenue $47.3M (+50%), guides 2026 to $62-65M

  Net revenue Q4 $14.4M (+65% YoY); FY2025 $47.3M (+50% YoY). Gross margin 76.7% Q4, 76.5% FY.

• March 2, 2026, 6:59 PM ET leadership materiality 0.45 neutral item 5.02item 7.01item 9.01

  Shoulder Innovations appoints Drew Hykes to board; Geoff Pardo resigns

  Geoff Pardo resigned as Class I director, effective February 26, 2026; no disagreement with management or board.

• December 3, 2025, 6:59 PM ET other material materiality 0.55 positive item 7.01item 9.01

  Shoulder Innovations partners with INS to develop micro-robotic platform for shoulder arthroplasty

  Strategic partnership with Interventional Systems (INS) to create a shoulder-specific micro-robotic solution.

• November 12, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Shoulder Innovations Q3 revenue up 58% to $11.8M; raises FY25 guidance to $45-46M

  Revenue $11.8M (+58% YoY); net loss $8.7M vs $4.1M loss in Q3 2024.

• September 9, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Shoulder Innovations Q2 revenue $11M (+33% YoY); FY2025 guidance $42-44M

  Q2 net revenue $11.0M, up 33% YoY; gross margin 76.2% (vs 76.9%).

• August 4, 2025, 7:59 PM ET other material materiality 0.60 neutral item 5.03item 9.01 ◈ Governance Changes ×2

  Shoulder Innovations adopts post-IPO charter with classified board, exclusive forum clauses

  Authorized common stock set at 730M shares; 20M shares of undesignated preferred stock authorized.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

7 positive 0 negative 6 neutral

source · SI on sec.gov