Donnally James O 4
4 · Innventure, Inc. · Filed Apr 2, 2026
Research Summary
AI-generated summary of this filing
Innventure (INV) Director James O. Donnally Receives 7,033 Shares
What Happened James O. Donnally, a director of Innventure, Inc. (INV), was granted and acquired 7,033 shares of common stock as a director award under the company’s Non‑Management Director Compensation Plan. The shares were issued at a reported per‑share value of $3.91, for a total value of $27,499. The award was received in lieu of cash retainer payments for the first quarter of 2026 and the shares were fully vested on grant.
Key Details
- Transaction date: 2026-03-31; Price: $3.91 per share; Total value: $27,499.
- Filing date / accession: Form filed 2026-04-02 (appears timely).
- After the grant the reporting person transferred the 7,033 shares to the James O. Donnally Revocable Trust; he retains voting and investment power over those shares (footnotes F2, F3).
- Additional holdings noted in the filing: shares held via Our‑No Family Holdings LP (voting/investment power by Reporting Person) and shares held by Glockner Family Venture Fund (Reporting Person is a 25% owner; he disclaims beneficial ownership except to extent of pecuniary interest) (footnotes F4–F5).
- Filing type: Award/Grant (code A) — not an open‑market purchase or sale.
Context This was a compensation award (director stock issued in lieu of cash retainer), a routine form of director compensation and not a public market purchase or sale. The immediate transfer to a revocable trust does not change that Donnally retains control (voting and investment power) over the shares.
Insider Transaction Report
- Award
Common Stock
[F1][F2]2026-03-31$3.91/sh+7,033$27,499→ 22,305 total
- 1,526,771(indirect: See footnote)
Common Stock
[F3] - 27,886(indirect: See footnote)
Common Stock
[F4] - 4,680,272(indirect: See footnote)
Common Stock
[F5]
Footnotes (5)
- [F1]Fully vested common stock, par value $0.0001 per share, of Innventure, Inc. received by the Reporting Person under the Second Amended and Restated Innventure, Inc. Non-Management Director Compensation Plan (the "Plan") resulting from the Reporting Person's election under the Plan, in lieu of all of the cash retainers that would have otherwise been paid to the Reporting Person pursuant to the Plan during the first calendar quarter of 2026.
- [F2]On the date hereof, the Reporting Person transferred 7,033 directly owned shares of Common Stock to the James O. Donnally Revocable Trust (the "Donnally Trust"). The Reporting Person has voting and investment power over the shares of Common Stock held by the Donnally Trust.
- [F3]Reflects shares of Common Stock held directly by the Donnally Trust. The Reporting Person has voting and investment power over the shares of Common Stock held by Donnally Trust.
- [F4]Common Stock of the Issuer held by Our-No Family Holdings LP. ("Our-No Family Holdings"). The Reporting Person has voting investment power over the Common Stock held by Our-No Family Holdings.
- [F5]Represents shares of Common Stock held directly by the Glockner Family Venture Fund (the "Glockner Fund"). The Reporting Person is a 25% owner of the Glockner Fund and is a 25% owner and the Managing Member of Bellringer Consulting Group, LLC ("Bellringer"), the general partner of the Glockner Fund. The Reporting Person has no authority over the Glockner Fund's decision-making with respect to equity or debt investments in the issuer and disclaims beneficial ownership of the shares reported herein except to the extent of his pecuniary interest therein, if any. The inclusion of these shares in this report shall not be deemed an admission that the Reporting Person is a beneficial owner of the securities reported in this filing for purposes of Section 16 of the Exchange Act of 1934.