PGNY — what changed in the latest 10-Q
A section-by-section comparison of PGNY's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-07 vs the prior 10-Q · 2026-05-08
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +14 | −4 | ~29 | 42 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 3 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 1 |
| Risk factors | Text added/removed | 0 | 0 | ~2 | 215 |
| Other information | Text added/removed | +4 | −2 | 0 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-07
Revenue increased by $22.1 million, or 3%, for the six months ended June 30, 2026 compared to the six months ended June 30, 2025. This increase is primarily due to a $19.3 million, or 5%, increase in revenue from our fertility benefits solution and a $2.8 million, or 1%, increase in revenue from our…
Cost of services increased by $4.5 million, or 1%, for the six months ended June 30, 2026 compared to the six months ended June 30, 2025. This increase was primarily due to an increase in the medical treatment and pharmacy prescription costs associated with fertility treatments delivered. The increa…
Gross profit increased by $17.6 million, or 11%, for the six months ended June 30, 2026 compared to the six months ended June 30, 2025.
Gross margin increased 180 basis points for the six months ended June 30, 2026 compared to the six months ended June 30, 2025, primarily due to ongoing efficiencies realized in the delivery of our care management services as well as a decrease in stock-based compensation expense.
Sales and marketing expense decreased by $1.2 million, or 3%, for the six months ended June 30, 2026 compared to the six months ended June 30, 2025. This decrease was primarily due to a $2.9 million decrease in personnel-related costs, partially offset by a $1.7 million increase in other related sal…
Text removed vs the prior filing · source: 10-Q · 2026-05-08
As of March 31, 2026, we had $131.6 million of cash and cash equivalents and $93.5 million of marketable securities. We have financed our operations primarily through cash generated from the sales of our solutions. Our cash and cash equivalents and working capital are affected by the timing of payme…
On July 1, 2025, we entered into a revolving credit facility (the “Facility”) pursuant to a Credit Agreement (the “Credit Agreement”) with the lenders and issuing banks, party thereto and JPMorgan Chase Bank, N.A., as administrative agent, collateral agent, and swingline lender. The Credit Agreement…
In November 2025, our Board of Directors authorized a share repurchase program of up to $200 million in shares of common stock (the “November 2025 share repurchase program”).
For the three months ended March 31, 2026, we repurchased a total of 5,511,824 shares of common stock under the November 2025 share repurchase program at an average price per share of $21.13 and a total cost of $116.6 million, inclusive of $0.2 million in trading fees. In addition, we recognized $1.…
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-07
c.On May 28, 2026, Mark Livingston, our Chief Financial Officer, adopted a trading plan that is intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act. Mr. Livingston’s trading plan is for the sale of up to 28,121 shares of the Company’s common stock in amounts and prices determ…
On June 25, 2026, Allison Swartz, our General Counsel and Secretary, adopted a trading plan that is intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act. Ms. Swartz’s trading plan is for the sale of up to 30,523 shares of the Company’s common stock in amounts and prices determ…
On July 2, 2026, Pete Anevski, our Chief Executive Officer, adopted a trading plan that is intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act. Mr. Anevski’s trading plan is for the sale of up to 1,970,286 shares of the Company’s common stock in amounts and prices determined …
On July 2, 2026, David Schlanger, our Executive Chairman, adopted a trading plan that is intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act. Mr. Schlanger’s trading plan is for the sale of up to 1,300,000 shares of the Company’s common stock in amounts and prices determined …
Text removed vs the prior filing · source: 10-Q · 2026-05-08
c.During the three months ended March 31, 2026, certain of our officers and directors adopted or terminated Rule 10b5-1 trading arrangements as follows:
On January 26, 2026, Peter Anevski, our Chief Executive Officer, terminated the trading plan that was intended to satisfy the conditions under Rule 10b5-1(c) of the Exchange Act adopted by him on March 31, 2025. The plan provided for the sale of up to 1,244,220 shares of the Company’s common stock i…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice