| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| INNOVEX CO-INVEST FUND, L.P. | Director, 10%+ Owner | 1021 MAIN STREET, SUITE 1100, HOUSTON | INNOVEX CO-INVEST FUND, L.P., By: Innovex Co-Invest Fund GP, L.P., its general partner, By: Innovex Co-Invest Associates, LLC, its general partner, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0001777512 |
| Innovex Co-Invest Fund GP, L.P. | Director, 10%+ Owner | 4400 POST OAK STREET, SUITE 2760, HOUSTON | INNOVEX CO-INVEST FUND GP, L.P., By: Innovex Co-Invest Associates, LLC, its general partner, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0002026025 |
| Interval Capital Associates II, LLC | Director, 10%+ Owner | 4400 POST OAK PARKWAY, SUITE 2760, HOUSTON | INTERVALE CAPITAL ASSOCIATES II, LLC, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0002026023 |
| Intervale Capital Associates III, LLC | Director, 10%+ Owner | 4400 POST OAK PARKWAY, SUITE 2760, HOUSTON | INTERVALE CAPITAL ASSOCIATES III, LLC, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0002026022 |
| Intervale Capital Fund II, L.P. | Director, 10%+ Owner | 4400 POST OAK PARKWAY, SUITE 2760, HOUSTON | INTERVALE CAPITAL FUND II, L.P., By: Intervale Capital GP II, L.P., its general partner, By: Intervale Capital Associates II, LLC, its general partner, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0001538026 |
| Intervale Capital Fund II-A, L.P. | Director, 10%+ Owner | 4400 POST OAK PARKWAY, SUITE 2760, HOUSTON | INTERVALE CAPITAL FUND II-A, L.P., By Intervale Capital GP II, L.P., its general partner, By: Intervale Capital Associates II, LLC, its general partner, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0001549399 |
| Intervale Capital Fund III, L.P. | Director, 10%+ Owner | 4400 POST OAK PARKWAY, SUITE 2760, HOUSTON | INTERVALE CAPITAL FUND III, L.P., By: Intervale Capital GP III, L.P., its general partner, By: Intervale Capital Associates III, LLC, its general partner, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0001600328 |
| Intervale Capital GP II, L.P. | Director, 10%+ Owner | 4400 POST OAK PARKWAY, SUITE 2760, HOUSTON | INTERVALE CAPITAL GP II, L.P., By: Intervale Capital Associates II, LLC, its general partner, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0002026024 |
| Intervale Capital GP III, L.P. | Director, 10%+ Owner | 4400 POST OAK PARKWAY, SUITE 2760, HOUSTON | INTERVALE CAPITAL GP III, L.P., By: Intervale Capital Associates III, LLC, its general partner, By: /s/ Jason Turowsky, Name: Jason Turowsky, Title: Partner | 27 Feb 2026 | 0002026021 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | INVX | Common Stock | Sale | $120,552,553 | -4,902,244 | -23% | $24.59 | 16,871,374 | 27 Feb 2026 | By Amberjack Capital Fund II, L.P. | F1, F7, F8, F9, F10 |
| transaction | INVX | Common Stock | Sale | $28,148,063 | -1,144,635 | -23% | $24.59 | 3,939,330 | 27 Feb 2026 | By Innovex Co-Invest Fund II, L.P. | F2, F7, F8, F9, F10 |
| transaction | INVX | Common Stock | Sale | $6,671,103 | -271,279 | -23% | $24.59 | 933,624 | 27 Feb 2026 | By Innovex Co-Invest Fund, L.P. | F3, F7, F8, F9, F10 |
| transaction | INVX | Common Stock | Sale | $5,754,586 | -234,009 | -23% | $24.59 | 805,355 | 27 Feb 2026 | By Intervale Capital Fund II, L.P. | F4, F7, F8, F9, F10 |
| transaction | INVX | Common Stock | Sale | $2,853 | -116 | -23% | $24.59 | 399 | 27 Feb 2026 | By Intervale Capital Fund II-A, L.P. | F5, F7, F8, F9, F10 |
| transaction | INVX | Common Stock | Sale | $1,480,814 | -60,217 | -23% | $24.59 | 207,240 | 27 Feb 2026 | By Intervale Capital Fund III, L.P. | F6, F7, F8, F9, F10 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | Consists of shares of common stock, par value $0.01 per share, of the Issuer held directly by Amberjack Capital Fund II, L.P. ("Common Stock") that were sold in an underwritten secondary offering (the "Offering") at a price to the public of $25.75 per share. Amberjack Capital Fund II, L.P. received $24.59125 per share of Common Stock sold in the Offering, which is the public offering price less certain underwriting discounts. |
| F2 | Consists of shares of Common Stock held directly by Innovex Co-Invest Fund II, L.P. that were sold in the Offering at a price to the public of $25.75 per share. Innovex Co-Invest Fund II, L.P. received $24.59125 per share of Common Stock sold in the Offering, which is the public offering price less certain underwriting discounts. |
| F3 | Consists of shares of Common Stock held directly by Innovex Co-Invest Fund, L.P. that were sold in the Offering at a price to the public of $25.75 per share. Innovex Co-Invest Fund, L.P. received $24.59125 per share of Common Stock sold in the Offering, which is the public offering price less certain underwriting discounts. |
| F4 | Consists of shares of Common Stock held directly by Intervale Capital Fund II, L.P. that were sold in the Offering at a price to the public of $25.75 per share. Intervale Capital Fund II, L.P. received $24.59125 per share of Common Stock sold in the Offering, which is the public offering price less certain underwriting discounts. |
| F5 | Consists of shares of Common Stock held directly by Intervale Capital Fund II-A, L.P. that were sold in the Offering at a price to the public of $25.75 per share. Intervale Capital Fund II-A, L.P. received $24.59125 per share of Common Stock sold in the Offering, which is the public offering price less certain underwriting discounts. |
| F6 | Consists of shares of Common Stock held directly by Intervale Capital Fund III, L.P. that were sold in the Offering at a price to the public of $25.75 per share. Intervale Capital Fund III, L.P. received $24.59125 per share of Common Stock sold in the Offering, which is the public offering price less certain underwriting discounts. |
| F7 | The general partner of (i) Amberjack Capital Fund II, L.P. is Amberjack Capital GP II, L.P., and the general partner of such general partner is Amberjack Capital Associates II, LLC, (ii) Innovex Co-Invest Fund II, L.P. is Innovex Co-Invest Fund II GP, L.P., and the general partner of such general partner is Innovex Co-Invest Associates, LLC, (iii) Innovex Co-Invest Fund, L.P. is Innovex Co-Invest Fund GP, L.P., and the general partner of such general partner is Innovex Co-Invest Associates, LLC, (iv) Intervale Capital Fund II, L.P. is Intervale Capital GP II, L.P., and the general partner of such general partner is Intervale Capital Associates II, LLC, (v) Intervale Capital Fund II-A, L.P. is Intervale Capital GP II, L.P., and the general partner of such general partner is Intervale Capital Associates II, LLC, and (vi) Intervale Capital Fund III, L.P. is Intervale Capital GP III, L.P., and the general partner of such general partner is Intervale Capital Associates III, LLC. |
| F8 | (Continued from footnote 7) Funds affiliated with Amberjack Capital Partners, L.P. ("Amberjack Capital Partners") are referred to as the "Amberjack Funds". |
| F9 | By virtue of their relationships, the foregoing general partners control all voting and dispositive power over the reported shares held by such Amberjack Fund and therefore may be deemed to be the beneficial owner of such shares. The sole member of Amberjack Capital Associates II, LLC, Innovex Co-Invest Associates, LLC, Intervale Capital Associates II, LLC and Intervale Capital Associates III, LLC is Amberjack Capital Partners, and the general partner of Amberjack Capital Partners is Amberjack Management, LLC ("Amberjack Management"). By virtue of their relationships, Amberjack Capital Partners and Amberjack Management control all voting and dispositive power over the reported shares held by all the Amberjack Funds and therefore may be deemed to be the beneficial owner of such shares. Jason Turowsky is managing partner of Amberjack Management. |
| F10 | (Continued from footnote 9) Mr. Turowsky disclaims beneficial ownership of such securities in excess of his pecuniary interests in the securities. |
This Form 4 is the second of two Forms 4 being filed relating to the same event. The Form 4 has been split into two filings because there are more than 10 Reporting Persons in total, and the SEC's EDGAR filing system limits a single Form 4 to a maximum of 10 Reporting Persons. The first of two Forms 4 was filed by the designated filer Amberjack Capital Partners, L.P.