Innventure, Inc.·4

Jul 1, 6:36 PM ET

Donnally James O 4

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Innventure (INV) Director Donnally Receives Award, Transfers 5,425

What Happened

  • James O. Donnally, a director of Innventure, Inc. (INV), was granted 5,425 fully vested shares of common stock on June 30, 2026 as director compensation under the company’s non‑management director plan (received in lieu of cash). The grant was recorded at $0.00 per share (compensation in lieu of cash).
  • On the same day, Donnally transferred 5,425 shares he directly owned to the James O. Donnally Revocable Trust (a gift/transfer). There was no cash proceeds involved. The Reporting Person retains voting and investment power over the shares held by the trust.

Key Details

  • Transaction dates and prices: June 30, 2026; Award (A) 5,425 shares @ $0.00; Gift/transfer (G) 5,425 shares @ $0.00 (disposed by Donnally) and 5,425 shares @ $0.00 (acquired by the trust).
  • Shares owned after transaction: the filing does not state a consolidated total of Donnally’s post‑transaction holdings.
  • Notable footnotes: F1—shares were fully vested common stock received under the Second Amended and Restated Non‑Management Director Compensation Plan; F2/F3—shares were transferred to the Donnally Revocable Trust and Donnally retains voting and investment power; other footnotes note relationships to certain entities (Glockner Fund, Our‑No Family Holdings) and disclaimers about beneficial ownership.
  • Filing timeliness: Reported on July 1, 2026 for transactions on June 30, 2026 (filed promptly).

Context

  • This filing reflects director compensation and an intra‑family/trust transfer, not an open‑market buy or sale. Gifts/transfers to a revocable trust typically do not signal the director’s change in investment view because Donnally retains control over the shares.
  • No sale proceeds or purchases occurred — the activity is administrative/compensation in nature rather than a market trade.