Welcome to our dedicated page for TruBridge SEC filings (Ticker: TBRG), 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 TruBridge, Inc. (NASDAQ: TBRG) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, drawn in real time from the EDGAR system and supported by AI-powered analysis. TruBridge is a healthcare technology and solutions company focused on rural and community hospitals and providers, and its filings offer detailed insight into how it reports financial performance, manages risk, and governs its operations.
Key documents for TruBridge include annual reports on Form 10-K and quarterly reports on Form 10-Q, where the company presents audited and interim financial statements, segment information for its Financial Health and Patient Care business units, and discussions of risk factors and internal control over financial reporting. For example, TruBridge has disclosed material weaknesses related to revenue processes and customer contract changes in prior years, and it has reported on changes to its independent registered public accounting firm, including the dismissal of Grant Thornton LLP and engagement of KPMG LLP.
Current reports on Form 8-K capture material events such as quarterly earnings releases, leadership changes, board refreshment actions, cooperation agreements with major shareholders, and financing developments like the 2025 Amended and Restated Credit Agreement with its lending partners. These filings help investors understand how TruBridge is addressing governance, capital structure, and strategic priorities in the context of rural and community healthcare.
On this page, users can review TruBridge’s Forms 10-K and 10-Q, 8-Ks describing significant corporate events, and other exhibits referenced in those reports. AI-generated summaries highlight the main points of each filing, explain complex accounting or control matters in plain language, and surface items related to revenue cycle management, EHR and patient engagement operations, internal control conclusions, and auditor changes. Filings related to executive and director arrangements, such as severance agreements and board appointments, are also accessible, along with any associated exhibits.
By using these tools, readers can quickly understand what TruBridge reports to regulators about its financial health, operational segments, governance, and risk profile, without having to parse every line of the underlying documents themselves.
L6 Holdings Inc. and Pinetree Capital Ltd. amended their ownership filing on TruBridge, Inc. to disclose a planned merger and new voting commitments. L6 Holdings reports beneficial ownership of 2,130,000 shares, representing 14.3% of TruBridge’s common stock. Pinetree Capital reports 850,000 shares, or 5.7% of the class.
On April 23, 2026, TruBridge agreed to merge with IKS Next Horizon, Inc., a subsidiary of Inventurus Knowledge Solutions, Inc., after which TruBridge would become a wholly owned subsidiary. The reporting shareholders entered Voting and Support Agreements requiring them to vote in favor of the merger, against any competing acquisition proposal, refrain from transferring their shares (subject to exceptions), and not assert appraisal rights, until the agreements terminate under specified conditions.
TruBridge, Inc. received updated ownership and merger support disclosures from investor Ocho Investments LLC and director Andris Upitis. They report beneficial ownership of 1,118,554 shares of common stock, or 7.5% of the company, based on 14,906,825 shares outstanding as of March 26, 2026.
Upitis was granted 4,376 restricted shares on March 13, 2025 for board service, which vested after one year. On April 23, 2026, Ocho entered a Voting and Support Agreement requiring its 1,114,178 shares to be voted in favor of TruBridge’s planned merger with Inventurus Knowledge Solutions, and against competing acquisition proposals, while also granting TruBridge an irrevocable proxy and waiving appraisal rights on these shares.
TruBridge, Inc. agreed to be acquired by Inventurus Knowledge Solutions, Inc. through a cash merger at $26.25 per share, with TruBridge becoming a wholly owned subsidiary of IKS’s U.S. unit.
The deal requires approval by TruBridge stockholders, specified Indian shareholder approvals for IKS Health, expiration of Hart-Scott-Rodino antitrust waiting periods, and absence of a Company Material Adverse Effect. Voting and support agreements cover approximately 27% of TruBridge common stock, while specified TopCo shareholders holding about 62% of TopCo equity agreed to support required Indian approvals. The merger includes a $12,292,875 termination fee payable by TruBridge in certain circumstances and a $24,585,750 reverse termination fee payable by Parent if key conditions, including TopCo approval or Parent closing obligations, are not met.
Fowler Christopher L reported acquisition or exercise transactions in this Form 4 filing.
TruBridge, Inc. reported that President and CEO Christopher L. Fowler received a grant of 19,683 shares of Common Stock as restricted stock. The award was given at no cash cost to him and represents equity-based compensation rather than an open-market purchase.
The restricted stock vests in three equal annual installments of one-third each, beginning on the first anniversary of the grant date. After this grant, Fowler directly holds 136,772 shares of Common Stock, and an additional 16 shares are held indirectly by his spouse.
Bassi Vinay reported acquisition or exercise transactions in this Form 4 filing.
TruBridge, Inc. Chief Financial Officer Vinay Bassi received an equity grant of 12,698 shares of common stock as restricted stock. The award was granted at no cash cost to him and is structured to vest in three equal annual installments, starting on the first anniversary of the grant date.
After this grant, Bassi directly holds 50,499 shares of TruBridge common stock. The filing describes this as a compensation-related grant that is exempt from short-swing profit recovery rules under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d).
Daughton Michael reported acquisition or exercise transactions in this Form 4 filing.
TruBridge, Inc. reported that Chief Business Officer Michael Daughton received a grant of 10,572 shares of common stock as restricted stock compensation. The award was made at no cash cost to him and will vest in three equal annual installments beginning on the first anniversary of the grant date. Following this grant, he directly holds 68,064 shares of TruBridge common stock.
Plessner Kevin reported acquisition or exercise transactions in this Form 4 filing.
TruBridge, Inc. reported that its General Counsel, Kevin Plessner, received a grant of 2,598 shares of common stock as restricted stock, with no cash paid per share. The award vests in three equal annual installments beginning on the first anniversary of the grant date, and his direct holdings after the grant total 14,610 shares.
Harse David reported acquisition or exercise transactions in this Form 4 filing.
TruBridge, Inc. General Manager Patient Care David Harse received a grant of 5,079 shares of common stock as restricted stock compensation. The award was granted at no cash cost per share and increases his directly held position to 21,091 shares of TruBridge common stock.
The restricted stock vests in three equal annual installments of one-third each, beginning on the first anniversary of the grant date. This structure ties the value of the grant to continued service over the multi‑year vesting period.
Wilson Merideth reported acquisition or exercise transactions in this Form 4 filing.
TruBridge, Inc. reported that Financial Health GM Wilson Merideth received a grant of 5,206 shares of common stock as restricted stock on April 8, 2026. The award vests in three equal annual installments beginning on the first anniversary of the grant date. Following this grant, Merideth directly holds 12,042 shares of TruBridge common stock.
MacIntyre Vita reported acquisition or exercise transactions in this Form 4 filing.
TruBridge, Inc. Controller MacIntyre Vita received a grant of 909 shares of common stock as equity compensation. The shares were awarded at no cash cost and increase the officer’s direct holdings to 2,687 shares.
The award is structured as restricted stock that vests in three equal annual installments, beginning on the first anniversary of the grant date, aligning compensation with longer-term company performance.