As of May 30, 2026, InnovAge Holding's top three insider holders are Aggregator Lp Ignite (TenPercentOwner, 112.99Mn shares), Carson, Anderson Stowe Xii, L.P. Welsh, (TenPercentOwner, 112.99Mn shares), Group Holdings, L.P. Tco (TenPercentOwner, 112.99Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| James G Carlson | - | 87,350 | 0 | 02 Jul, 2025 |
| Richard C Zoretic | - | 93,810 | 0 | 02 Jul, 2025 |
| Marilyn B Tavenner | - | 45,157 | 0 | 02 Jul, 2025 |
| John Ellis Bush | - | 45,157 | 0 | 02 Jul, 2025 |
| Thomas Scully | - | 100,000 | 0 | 19 Sep, 2022 |
| Carson, Anderson Stowe Xii, L.P. Welsh, | - | 0 | 112,988,070 | 22 Feb, 2024 |
| Teresa Sparks | - | 59,126 | 0 | 02 Jul, 2025 |
| Edward Moore Jr. Kennedy | - | 68,157 | 0 | 02 Jul, 2025 |
| Richard Feifer | Chief Medical Officer | 220,908 | 0 | 19 Aug, 2024 |
| Group Holdings, L.P. Tco | - | 112,988,070 | 0 | 22 Feb, 2024 |
| Aggregator Lp Ignite | - | 0 | 112,988,070 | 22 Feb, 2024 |
| Nicole Damato | Chief Legal Officer | 319,807 | 0 | 18 Aug, 2025 |
| Patrick T Blair | Chief Executive Officer | 709,072 | 0 | 02 Dec, 2025 |
| Christine Bent | Chief Operations Officer | 201,955 | 0 | 07 Jun, 2024 |
| Patricia Fontneau | - | 62,125 | 0 | 02 Jul, 2025 |
| Michael Anthony Scarbrough | President And Coo | 119,617 | 0 | 17 Nov, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Dec, 2025 | Patrick T Blair | Common Stock, $0.001 par value | D | 5,054 | $5.47 | 709,072 | D | F |
| 14 Nov, 2025 | Michael Anthony Scarbrough | Common Stock, $0.001 par value | D | 33,000 | $4.90 | 119,617 | D | S |
| 14 Nov, 2025 | Michael Anthony Scarbrough | Common Stock, $0.001 par value | D | 33,000 | $4.90 | 119,617 | D | S |
| 01 Sep, 2025 | Patrick T Blair | Common Stock, $0.001 par value | D | 5,056 | $3.83 | 714,126 | D | F |
| 15 Aug, 2025 | Nicole Damato | Common Stock, $0.001 par value | D | 14,303 | $3.43 | 319,807 | D | F |
| 15 Jul, 2025 | Michael Anthony Scarbrough | Common Stock, $0.001 par value | A | 119,617 | $0.00 | 152,617 | D | A |
| 15 Jul, 2025 | Michael Anthony Scarbrough | Common Stock, $0.001 par value | A | 119,617 | $0.00 | 152,617 | D | A |
| 15 Jul, 2025 | Nicole Damato | Common Stock, $0.001 par value | A | 125,598 | $0.00 | 334,110 | D | A |
| 16 Jul, 2025 | Patrick T Blair | Common Stock, $0.001 par value | A | 137,299 | $0.00 | 719,182 | D | A |
| 01 Jul, 2025 | Richard C Zoretic | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 93,810 | D | A |
| 01 Jul, 2025 | Teresa Sparks | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 59,126 | D | A |
| 01 Jul, 2025 | Marilyn B Tavenner | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 45,157 | D | A |
| 01 Jul, 2025 | Edward Moore Jr. Kennedy | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 68,157 | D | A |
| 01 Jul, 2025 | John Ellis Bush | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 45,157 | D | A |
| 01 Jul, 2025 | Richard C Zoretic | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 93,810 | D | A |
| 01 Jul, 2025 | James G Carlson | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 87,350 | D | A |
| 01 Jul, 2025 | Marilyn B Tavenner | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 45,157 | D | A |
| 01 Jul, 2025 | Patricia Fontneau | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 62,125 | D | A |
| 01 Jul, 2025 | Edward Moore Jr. Kennedy | Common Stock, $0.001 par value | A | 25,316 | $0.00 | 68,157 | D | A |
| 04 Jun, 2025 | Nicole Damato | Common Stock, $0.001 par value | D | 15,046 | $3.96 | 216,568 | D | F |