Donnally James O 4
4 · Innventure, Inc. · Filed Jun 22, 2026
Research Summary
AI-generated summary of this filing
Innventure (INV) Director James O. Donnally Receives RSUs and Gifts Shares
What Happened
- James O. Donnally, a director of Innventure, Inc. (INV), was granted 18,237 restricted stock units (RSUs) on June 17, 2026 (no cash exchanged; reported price $0.00). On the same day he transferred (reported as a gift) 22,305 shares of Innventure common stock to the James O. Donnally Revocable Trust (also reported at $0.00). These are not open-market purchases or sales — the RSUs are an award and the transfer is a gift to a trust.
Key Details
- Transaction date: June 17, 2026.
- Grant: 18,237 RSUs (price reported $0.00); these are RSUs under the 2024 Equity and Incentive Compensation Plan (see footnote F1).
- Gift/Transfer: 22,305 shares transferred to the James O. Donnally Revocable Trust (reported as both a disposition by Donnally and an acquisition by the trust at $0.00) (see footnote F2).
- Vesting: RSUs vest on the earlier of (a) the first anniversary of grant or (b) the next regularly scheduled annual meeting of stockholders (footnote F1).
- Control: The reporting person retains voting and investment power over the shares held by the Donnally Trust (footnotes F2–F3).
- Other holdings noted: shares held by Glockner Family Venture Fund (the reporting person is a 25% owner and disclaims beneficial ownership except for any pecuniary interest) and Our-No Family Holdings (reporting person has voting/investment power) (footnotes F4–F5).
- Filing timing: Form 4 was filed on June 22, 2026 for transactions dated June 17, 2026 (filed five days after the transactions), which is later than the standard two-business-day Form 4 filing window.
Context
- RSU grants are compensation awards that vest later and do not require the insider to pay cash at grant; they are not an immediate market buy signal.
- Gifts or transfers to a revocable trust are common estate or ownership-structure moves and do not necessarily reflect trading sentiment — here Donnally retains voting and investment power over the trust shares.
- No cash proceeds or open-market sales/purchases were reported in this filing.
Insider Transaction Report
Form 4
Donnally James O
Director
Transactions
- Award
Common Stock
[F1]2026-06-17+18,237→ 40,542 total - Gift
Common Stock
[F2]2026-06-17−22,305→ 18,237 total - Gift
Common Stock
[F2][F3]2026-06-17+22,305→ 1,629,924 total(indirect: See footnote)
Holdings
- 4,708,121(indirect: See footnote)
Common Stock
[F4] - 27,886(indirect: See footnote)
Common Stock
[F5]
Footnotes (5)
- [F1]Restricted Stock Units (RSUs) granted to the Reporting Person under the Innventure, Inc. 2024 Equity and Incentive Compensation Plan, and vesting on the earlier of (a) the first anniversary of the date of grant and (b) the next regularly scheduled annual meeting of stockholders of Innventure, Inc. (the "Issuer").
- [F2]On June 17, 2026, the Reporting Person transferred 22,305 directly owned shares of common stock, par value $0.0001 per share ("Common Stock") of the Issuer 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]Represents shares of Common Stock held by the Donnally Trust, for which the Reporting Person has voting and investment power over the shares of Common Stock held by that trust.
- [F4]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.
- [F5]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.
Signature
/s/ Suzanne Niemeyer, Attorney-In-Fact|2026-06-22