TBRG at a glance
TruBridge, Inc. (TBRG, SEC CIK 1169445) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on July 9, 2026 and Form 4 insider filings as recently as July 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), TruBridge, Inc. (TBRG) reported revenue of $346.8 million (up 1.2% from FY2024) and net income of $4.4 million. Diluted EPS was $0.29.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding TruBridge, Inc. (TBRG) shares worth $80.6 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $346.8M
- +1.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $80.6M · +1 vs prior quarter
- Latest 8-K
- Jul 9, 2026
- Item 3.01 · Item 1.02 · Item 2.01 · Item 5.02 · Item 3.03 · Item 5.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Quarterly revenue, profitability, segments, cash flow, and capital deployment figures not provided in supplied MD&A excerpt
- Proposed merger consideration $26.25 per share in cash, subject to closing conditions
- Near-term headwinds: merger uncertainty, healthcare regulation, competition, customer retention, personnel, and macroeconomic conditions
- Key business risks: subscription transition, lower-margin service revenue mix, indebtedness, and margin or service-rate pressure
Risk Factors
- New merger-completion risk triggered by April 23, 2026 agreement with Inventurus Knowledge Solutions
- Regulatory risk from Hart-Scott-Rodino waiting-period requirements and potential laws blocking the transaction
- Financial exposure includes approximately $12.3 million termination fee payable to IKS
- Operational disruption from management distraction and potential customer, supplier, and employee relationship deterioration
- Transaction restrictions limit acquisitions, capital expenditures, equity issuance, and additional indebtedness before closing
AI summary of the TBRG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Merger completion converted outstanding shares into Per Share Merger Consideration, eliminating standalone TBRG equity
- TBRG ceased Nasdaq trading before market open July 9, 2026
Item 1.02: Termination of a Material Definitive Agreement
- Credit Agreement terminated upon merger closing after full payoff of principal, interest, fees, and other obligations
- Regions Bank facility commitments ended, eliminating associated borrowing capacity
Item 2.01: Completion of Acquisition or Disposition of Assets
- Merger completed, with the surviving corporation’s governing documents replaced by amended certificate and merger-sub bylaws
- Charter and bylaws filed as Exhibits 3.1 and 3.2, defining post-acquisition corporate governance
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Pre-merger TruBridge directors exited at the merger effective time
- Joseph Bernardello, Peter Limeri and Taylor Curtis became directors of the surviving corporation
Item 3.03: Material Modification to Rights of Security Holders
- Merger eliminated existing common shares at the effective time
- Former shareholders lost voting and other stockholder rights
Item 5.01: Changes in Control of Registrant
- TruBridge became a wholly owned subsidiary of Parent upon merger completion, ending its status as an independently controlled public company
- Acquisition funded with $635.0 million of senior secured debt, indicating substantial transaction leverage at the parent level
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD, limiting Exchange Act Section 18 liability
- Disclosure not automatically incorporated into future Securities Act or Exchange Act filings
Item EX-99.1: Item EX-99.1
- IKS Health completed its acquisition of TruBridge on July 9, 2026, making TruBridge a wholly owned subsidiary
- Combined platform serves more than 2,000 healthcare organizations and over 150,000 clinicians across the U.S.
Item 5.07: Submission of Matters to a Vote of Security Holders
- Merger approved overwhelmingly: 11,305,399 votes for versus 8,818 against
- 75.6% shareholder participation, with 11,334,144 shares represented and quorum established
Item 8.01: Other Events
- HSR antitrust waiting period expired June 22, 2026, removing a key regulatory condition to TruBridge’s proposed merger
- Merger remains subject to customary closing conditions, including approval by holders of a majority of outstanding voting shares
AI summaries of TBRG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TBRG
Don't miss the next TBRG filing
- Alerts as it files. A push when TBRG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TBRG, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Leonard Damien | D | Jul 9, 2026 | 850,000 | $26.25 |
| Daughton Michael | D | Jul 9, 2026 | 8,749 | - |
| Benjamin Regina M. | D | Jul 9, 2026 | 38,687 | $26.25 |
| Leonard Damien | D | Jul 9, 2026 | 2,130,000 | $26.25 |
| Pinetree Capital Ltd. | U | Jul 9, 2026 | 2,130,000 | $26.25 |
| Pinetree Capital Ltd. | U | Jul 9, 2026 | 850,000 | $26.25 |
| Upitis Andris | D | Jul 9, 2026 | 4,376 | $26.25 |
| Upitis Andris | D | Jul 9, 2026 | 1,114,178 | $26.25 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $339.4M | $342.6M | $346.8M |
| Operating Income | - | $6.6M | $20.8M |
| Net Income | -$45.8M | -$20.4M | $4.4M |
| Op. Margin | - | 1.9% | 6.0% |
| Net Margin | -13.5% | -6.0% | 1.3% |
| Balance Sheet | |||
| Total Assets | $434.4M | $394.4M | $402.5M |
| Equity | - | $168.7M | $178.0M |
| ROE | - | -12.1% | 2.4% |
| Per Share | |||
| EPS | - | $-1.38 | $0.29 |
| Cash Flow | |||
| Operating CF | - | $32.1M | $37.0M |
| CapEx | $346K | $1.6M | $1.3M |
Source: XBRL data in TruBridge, Inc. (TBRG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TBRG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $80.6M |
| Q1 2026 | 22 | $45.6M |
| Q4 2025 | 22 | $71.4M |
| Q3 2025 | 22 | $73.6M |
| Q2 2025 | 21 | $85.1M |
| Q1 2025 | 19 | $76.5M |
| Q4 2024 | 15 | $47.4M |
| Q3 2024 | 12 | $20.8M |
- Millennium Management+124.9K (+820%)
- BlackRock+119.1K (+16%)
- D.E. Shaw & Co+57.6K (+103%)
- FMR LLC (Fidelity)+26.9K (+281%)
- Northern Trust+11.5K (+13%)
- AQR Capital Management−91.8K (-91%)
- Morgan Stanley−44.3K (-41%)
- Vanguard Portfolio Management LLC−23.7K (-25%)
- Goldman Sachs Group−12.7K (-8%)
- Two Sigma Investments−8.2K (-41%)
- Ameriprise Financial−295.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 156 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TBRG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Jul 30, 2026 | - | - | |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| SC 13G | May 12, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 8, 2026 | - | Analysis | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
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TBRG SEC filings: frequently asked questions
Which institutions hold TBRG stock?
As of June 30, 2026, the largest TruBridge, Inc. (TBRG) holders among the 13F filers tracked by SignalX were BlackRock ($22.3 million), Vanguard Capital Management LLC ($15.1 million), Dimensional Fund Advisors ($14.9 million), State Street Corp ($5.2 million), Goldman Sachs Group ($3.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TBRG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), TruBridge, Inc. (TBRG) reported revenue of $346.8 million (up 1.2% from FY2024) and net income of $4.4 million. Diluted EPS was $0.29. The figures come from the XBRL data in the 10-K.
What did TBRG report in its latest 8-K?
TruBridge, Inc. (TBRG) filed an 8-K on July 9, 2026 reporting Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 1.02 (Termination of a Material Definitive Agreement), Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 3.03 (Material Modification to Rights of Security Holders), Item 5.01 (Changes in Control of Registrant) and Item 7.01 (Regulation FD Disclosure). Merger completion converted outstanding shares into Per Share Merger Consideration, eliminating standalone TBRG equity.
What are the latest TBRG SEC filings?
TruBridge, Inc. (TBRG) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on July 9, 2026 and a Form 4 insider filing on July 10, 2026.
What is TBRG's SEC CIK number?
TruBridge, Inc. (TBRG)'s SEC Central Index Key (CIK) is 1169445. EDGAR lists every TBRG filing under that number.
Ask anything about TBRG
The research agent reads TBRG's filings, financials, insider trades and 13F holders, then answers with sources.