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Nicole D’Amato

Chief Legal Officer and Corporate Secretary at InnovAge Holding
Executive

About Nicole D’Amato

Nicole D’Amato is Chief Legal Officer and Corporate Secretary of InnovAge (INNV), serving since July 2021; she is 46 years old and holds a B.A. from Cornell University and a J.D. from Vanderbilt University Law School . She previously worked in senior legal roles at MacAndrews & Forbes, DIAGEO North America, Samsonite, and began her career at Ropes & Gray . Company performance has improved on key fundamentals over the last two fiscal years; see the financial performance table below for revenue and EBITDA trends during her tenure (values from S&P Global; see table footnote).

Past Roles

OrganizationRoleYearsStrategic impact / notes
MacAndrews & ForbesSenior Vice President2015–2021Holding company with portfolio including Revlon and Scientific Games; senior legal leadership across portfolio
DIAGEO North AmericaDirector and Senior Counsel2011–2015Legal leadership at the world’s leading alcohol beverage business
SamsoniteGlobal Head of Intellectual Property and Assistant Corporate Secretary2010–2011Participated in Samsonite’s IPO on the Hong Kong Stock Exchange
Ropes & Gray LLPIP and corporate transactional attorneyEarly careerIP and corporate transactional practice experience

External Roles

No public-company directorships or external board roles for Ms. D’Amato are disclosed in InnovAge’s proxy statement .

Fixed Compensation

ItemFY 2023FY 2024FY 2025
Base salary paid ($)435,000 468,932 (includes $33,932 PTO payout) 457,000
Annualized base salary at year-end ($)435,000 457,000
Target bonus (% of base)60% 60%

Summary Compensation (as reported)

Metric ($)FY 2023FY 2024FY 2025
Salary435,000 468,932 457,000
Bonus (discretionary)20,000 63,000 27,800
Stock awards (RSUs) – grant-date fair value800,008 450,002
Option awards (Profits Interests) – grant-date fair value360,000
Non‑equity incentive plan (AIP)217,500 261,000 274,200
All other comp6,262 6,600 7,120
Total1,478,770 1,609,534 766,120

Performance Compensation

Annual Incentive Plan (AIP) outcomes

MetricWeightingTargetActualPayout
FY 2024 AIP (pre‑set business/financial objectives)Not disclosed60% of base 100% of target 261,000
FY 2025 AIP (pre‑set business/financial objectives)Not disclosed60% of base 100% of target 274,200
FY 2024 discretionary bonusN/AN/AN/A63,000
FY 2025 discretionary bonusN/AN/AN/A27,800

Notes:

  • Company states target performance (100%) was achieved in FY 2024 and FY 2025 under the annual bonus plan; specific metrics/weightings are not disclosed .

Equity awards and vesting

  • Company RSU practice: RSUs generally vest in substantially equal installments on each of the first three anniversaries of the vesting commencement date (for awards cited below) .
  • Company states no NEO equity grants in FY 2025; RSU grants were issued in July 2025 after fiscal year-end .

RSUs – Outstanding as of June 30, 2025

Grant dateVesting commencementUnvested RSUs (#)Market value ($) at $3.69/shareVesting schedule (per plan/footnote)
8/15/20228/15/202230,865 113,892 3 equal annual installments, subject to continued service
6/06/20236/06/202317,384 64,147 3 equal annual installments, subject to continued service
6/04/20246/04/202464,936 239,614 3 equal annual installments, subject to continued service

Profits Interests (treated as “option-like” awards under Item 402)

Grant (FY)Grant dateTotal Profits Interests granted (#)Time‑based tranchePerformance‑based trancheKey performance condition
FY 202412/18/2023250,000 50% time-based; vests 25% on each of first four anniversaries of 12/18/2023 50% performance-based Vests on Change of Control of Holdings if MOIC ≥2.0x (33%) or ≥2.5x (100%) for Ignite Aggregator LP; none if <2.0x

Profits Interests – Status at June 30, 2025 (reported as option awards)

Grant dateExercisable (#)Unexercisable (#)Notes
12/18/202331,250 93,750 Reflects time‑based tranche; footnotes explain classification of Profits Interests as option‑like and vesting mechanics

Change‑of‑control / acceleration highlights

  • Profits Interests (time‑based) accelerate 100% upon a Change of Control of Holdings; performance‑based tranche eligible to vest on CoC if MOIC hurdles met (with limited post‑termination protection as described) .
  • Company notes RSU/option CoC acceleration terms for certain other NEOs; specific Company‑level CoC acceleration for Ms. D’Amato’s RSUs is not stated in the cited section and thus not assumed here .

Equity Ownership & Alignment

ItemValue
Shares beneficially owned (as of Oct 14, 2025)111,890; “less than 1%” of shares outstanding
Shares outstanding reference135,681,431 (as of Oct 14, 2025)
Approximate ownership %~0.08% (111,890 / 135,681,431)
Hedging and pledgingProhibited for employees/officers/directors; also bars margin and pledging
Clawback policyEffective Sept 7, 2023; compliant with Nasdaq Listing Rule 5608; applies to current/former executive officers and incentive-based comp tied to financials
Section 16 compliance noteOne Form 4 for Ms. D’Amato was filed late due to tax withholding on RSU vest; company notes administrative error

Employment Terms

TermMs. D’Amato
Employment statusAt-will, under employment agreement
Severance (termination without Cause / for Good Reason)1x (base salary + target annual bonus), paid over 12 months; 12 months company-paid health premiums unless eligible elsewhere
Non‑compete / non‑solicit12 months post-termination; non‑compete will not restrict practice of law following termination
Good Reason (summary)Material salary reduction; required relocation >50 miles; material diminution of duties; material breach by Company

Company Financial Performance (Annual)

MetricFY 2022FY 2023FY 2024FY 2025
Revenues ($)698,640,000*688,087,000*763,855,000*853,699,000*
EBITDA ($)13,641,000*-33,976,000*-4,230,000*13,464,000*
Net Income ($)-6,521,000*-40,673,000*-21,338,000*-30,313,000*
EBITDA Margin (%)1.95%*-4.94%*-0.55%*1.58%*

*Values retrieved from S&P Global (SPGI) via GetFinancials.

Investment Implications

  • Pay-for-performance: Cash bonus plan paid at 100% of target in FY 2024 and FY 2025, indicating goals were calibrated to actual operating delivery; discretionary bonuses were modest vs. AIP, limiting risk of outsized non‑formulaic pay . Equity mix shifted toward time‑based RSUs and Profits Interests (option‑like), with no company equity grants in FY 2025 before year‑end and RSUs granted post‑year end .
  • Vesting and selling pressure: Multiple RSU grants vest annually over three years; combined with the company’s note of a late Form 4 tied to tax withholding, expect periodic administrative selling/withholding around vest dates rather than open‑market disposals; hedging/pledging is prohibited, reducing alignment risk .
  • Alignment and ownership: Beneficial ownership is small (<1%, ~0.08% estimated), but Profits Interests create exit‑linked upside via MOIC hurdles on a sponsor vehicle at Holdings level, which can be a powerful retention lever tied to value realization at change of control .
  • Retention/COC economics: Severance is 1x salary+target bonus with 12 months benefits and a 12‑month non‑compete (practice of law carve‑out), suggesting moderate retention protection without excessive parachute risk; Profits Interests time‑based tranche accelerates on Holdings CoC, with performance‑based vesting tied to MOIC hurdles .
  • Execution risk vs. fundamentals: Company revenues grew in FY 2024 and FY 2025 with EBITDA improvement back to positive, but net income remained negative; bonus calibration to “target achieved” in both years suggests alignment with internal plans but continued profitability execution is key (see financial table; S&P data).