Welcome to our dedicated page for Impinj SEC filings (Ticker: PI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Impinj, Inc. (NASDAQ: PI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. Impinj operates in semiconductor and related device manufacturing and describes itself as a RAIN RFID provider and Internet of Things pioneer, connecting billions of everyday things to the Internet through its platform.
Impinj’s recent 8-K filings illustrate how the company uses SEC reports to document material events. These include announcements of quarterly financial results, such as second- and third-quarter 2025 earnings, where the company reports revenue, gross margin, net income or loss, adjusted EBITDA, and related non-GAAP reconciliations. Other 8-Ks describe financing activities, including the pricing and issuance of 0% Convertible Senior Notes due 2029 under an indenture, and associated capped call transactions intended to reduce potential dilution upon conversion.
Additional filings cover corporate and operational matters. One 8-K details a lease amendment extending the term of Impinj’s office lease in Seattle, Washington and expanding its premises, while another reports the appointment of a new member to the board of directors. The company also files 8-Ks to furnish press releases about proposed note offerings and other events that may be of interest to investors.
On Stock Titan, users can review these SEC filings alongside AI-powered summaries that explain the key points of each document in accessible language. This includes highlighting terms of convertible notes, lease obligations, and board changes, as well as pointing to where earnings-related information appears in furnished press releases. The page is updated as new filings are posted to EDGAR, helping investors and researchers follow Impinj’s regulatory history, capital structure decisions, and significant corporate developments linked to the PI ticker.
Impinj reported roughly flat revenue but a much larger loss for the quarter ended March 31, 2026. Revenue was $74.3 million, essentially unchanged from a year earlier, as higher endpoint IC sales offset lower systems revenue. Gross margin slipped slightly to 49.1%.
The company posted a net loss of $25.3 million, compared with a $8.5 million loss a year ago, mainly due to $11.9 million of induced conversion expense from repurchasing a portion of its 2021 convertible notes and higher research and development and sales and marketing spending. Operating cash flow turned positive at $4.0 million, while cash and cash equivalents fell to $32.3 million as Impinj used $47.0 million of cash to repurchase debt.
Total assets were $502.5 million and total liabilities $298.6 million, including $247.3 million of convertible senior notes principal. The company ended the quarter with 30.5 million common shares outstanding and continues to emphasize RAIN endpoint ICs as its primary revenue driver.
Impinj, Inc. reported first-quarter 2026 revenue of $74.3 million, roughly flat year over year, with GAAP gross margin of 49.1% and non-GAAP gross margin of 52.4%. The company posted a GAAP net loss of $25.3 million, or $0.83 per diluted share, largely reflecting an $11.9 million induced conversion expense related to convertible notes. On a non-GAAP basis, Impinj generated net income of $4.4 million, or $0.14 per diluted share, and adjusted EBITDA of $3.4 million. Free cash flow improved to $2.2 million. For the second quarter of 2026, Impinj expects revenue between $103.0 million and $106.0 million, GAAP net income of $7.6 million to $9.1 million, and non-GAAP diluted net income per share of $0.77 to $0.82.
Impinj Inc Schedule 13G shows Vanguard Portfolio Management beneficially owns 2,164,577 shares of Common Stock, equal to 7.15% of the class as of 03/31/2026. The filing reports sole voting power for 24,419 shares and sole dispositive power for 2,164,577 shares.
The disclosure notes these holdings reflect securities managed or held across Vanguard-managed funds and advisory accounts. The form is signed on 04/29/2026.
Impinj, Inc. will hold a virtual annual stockholder meeting on May 28, 2026 at 9:00 a.m. Pacific Time to vote on four key items. Stockholders will elect seven directors, ratify Ernst & Young LLP as auditor for 2026, and cast an advisory say-on-pay vote on executive compensation.
They will also decide whether to approve a new 2026 Equity Incentive Plan, which reserves 2,000,000 shares plus certain returning shares from the 2016 plan to continue granting stock-based awards. The board, with six independent members, unanimously recommends voting FOR all proposals. Stockholders of record at the close of business on April 8, 2026, when 30,459,059 common shares were outstanding, are entitled to vote electronically via the meeting website.
The Vanguard Group filed Amendment No. 6 to its Schedule 13G/A reporting 0% beneficial ownership of Impinj Inc common stock. The amendment explains that, following an internal realignment on January 12, 2026, certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998). The filing states amount beneficially owned: 0 and lists voting and dispositive powers as zero. The form is signed by Ashley Grim on 03/27/2026.
Impinj CFO Cary Baker reported routine equity compensation activity involving restricted stock units and common stock. On March 23, 2026, 1,858 RSUs vested and were converted into the same number of Impinj common shares. In connection with the vesting, 732 common shares were remitted to Impinj to satisfy tax withholding obligations under Rule 16b-3(e). Following these transactions, Baker directly held 89,003 shares of common stock.
Baker also received a new grant of 7,627 RSUs, each representing a right to one share of common stock. One-fourth of the shares subject to this new grant will vest on March 23, 2027, and 1/16 of the shares will vest each quarter thereafter, subject to continued service to Impinj.
Impinj CEO Chris Diorio reported routine equity compensation activity on March 23, 2026. A total of 5,635 restricted stock units, granted in prior years, were exercised into common shares, and 2,218 common shares were remitted to Impinj to cover tax withholding obligations.
Following these transactions, Diorio directly held 390,302 shares of Impinj common stock and indirectly held 199,362 shares through DFT L.L.C. He also received a new grant of 24,806 restricted stock units, with one-fourth vesting on March 23, 2027 and additional portions vesting quarterly thereafter, subject to continued service.
Impinj, Inc. disclosed that it entered into privately negotiated agreements with certain holders of its 1.125% Convertible Notes due 2027 to repurchase for cash approximately $40.2 million in aggregate principal amount. The total repurchase cost, including accrued and unpaid interest, is approximately $47.2 million.
After the repurchases close, approximately $57.3 million aggregate principal amount of these notes will remain outstanding, reducing the company’s future debt obligations under this convertible issue. The transaction is structured as a cash repurchase and is described as a partial repurchase of the notes.
IMPINJ INC chief financial officer Cary Baker reported equity award activity involving company common stock. On the reported date, he acquired 8,508 shares of common stock at no cost through the vesting of previously granted performance-based restricted stock units after corporate performance goals were certified as achieved.
In a related exempt transaction, he disposed of 2,234 shares back to the company at $127.92 per share to cover tax withholding obligations triggered by the vesting. After these transactions, he directly owned 87,877 shares of IMPINJ common stock.