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D. E. Shaw & Co. entities and David E. Shaw report their ownership in Arvinas, Inc. common stock. D. E. Shaw & Co., L.P. and David E. Shaw each report beneficial ownership of 3,495,153 shares, representing 5.4% of the outstanding common stock. D. E. Shaw & Co., L.L.C. reports beneficial ownership of 3,050,971 shares, or 4.7% of the class, and notes it has ceased to be a beneficial owner of more than 5 percent since a filing dated November 14, 2025. All reporting persons have no sole voting or dispositive power; their reported powers are entirely shared through affiliated investment vehicles. David E. Shaw may be deemed to be the beneficial owner of 3,495,153 shares through his control of related entities but expressly disclaims beneficial ownership of those shares.
A shareholder of Arvinas (ARVN), Noah C. Berkowitz, filed notice of a proposed sale of 30,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services at New York Plaza. The filing lists an approximate aggregate sale price of $264,000.
The disclosure also reports that 24,000 shares of common stock were sold on 07/09/2026 for $201,528. In addition, restricted stock is scheduled to vest under a registered plan in two tranches: 18,692 shares on 05/09/2026 and 11,308 shares on 07/03/2026, each noted as compensation for services rendered.
Arvinas, Inc. reported a strong move to profitability in Q2 2026, with revenue of $249.7 million and net income of $169.4 million, compared with $22.4 million of revenue and a $61.2 million net loss a year earlier. Operating expenses declined to $85.6 million from $93.9 million.
Revenue came almost entirely from collaboration and license activity related to VEPPANU (vepdegestrant), including $133.7 million from the Pfizer vepdegestrant collaboration, a $50.0 million FDA-approval milestone, $62.5 million from the Rigel License Agreement and related reimbursements, and $3.5 million from a Pfizer research collaboration.
Cash, cash equivalents and marketable securities totaled $567.9 million as of June 30, 2026, and the company states this balance is sufficient to fund planned operating expenses and capital expenditures into the second half of 2028. Arvinas’ portfolio includes the newly approved PROTAC degrader VEPPANU and multiple clinical-stage PROTAC programs in oncology and neurology.
Arvinas, Inc. reported strong results for the quarter ended June 30, 2026 and advanced its protein degrader pipeline. Revenue was $249.7 million, up from $22.4 million a year earlier, driven by its vepdegestrant (VEPPANU) collaboration with Pfizer and a new license agreement with Rigel Pharmaceuticals, plus a $50.0 million FDA approval milestone. Net income was $169.4 million versus a net loss of $61.2 million in the prior-year quarter.
The FDA approved VEPPANU, the first-ever approved PROTAC degrader, for ER+/HER2-, ESR1-mutated advanced or metastatic breast cancer, and Arvinas and Pfizer licensed global rights to Rigel; VEPPANU was also added as a Category 2A option in NCCN breast cancer guidelines. GAAP R&D expenses fell to $52.6 million and GAAP G&A expenses to $24.0 million, reflecting lower personnel and commercial build-out costs. Cash, cash equivalents and marketable securities totaled $567.9 million as of June 30, 2026, which Arvinas believes will fund operations into the second half of 2028.
Arvinas continues to progress multiple PROTAC candidates, including ARV-393 for non-Hodgkin lymphoma, ARV-102 for Parkinson’s disease, ARV-027 for spinal and bulbar muscular atrophy, ARV-6723 as its first immuno-oncology HPK1 degrader, and ARV-806 for KRAS G12D-mutated solid tumors, with several Phase 1 data readouts planned from 2H 2026 through 2027.
Morgan Stanley Smith Barney LLC filed a Form 144 notice to sell 24,000 shares of Common stock. The filing lists multiple planned sales tied to restricted stock vesting under a registered plan on 03/18/2025, 02/13/2026, and 03/18/2026.
The filing shows vesting-related lot sizes of 7,205, 8,122, and 8,673 shares. A separate line lists 64,521,198 shares outstanding as of 07/09/2026 as a context figure.
ARVINAS, INC. director Laurie Smaldone Alsup reported equity awards consisting of restricted stock units and stock options. She was granted 15,527 RSUs, each representing a right to receive one share of common stock for no cash consideration upon settlement. Following this award, she directly holds 41,572 shares of common stock. She also received stock options covering 22,714 shares of common stock at an exercise price of $8.05 per share. Both the RSUs and the options vest in full on the earlier of June 24, 2027 or immediately before the first annual meeting of stockholders after the grant date, subject to her continued service with Arvinas.
ARVINAS, INC. director Leslie V. Norwalk reported routine equity compensation awards, not open-market trading. On June 24, 2026, Norwalk received 15,527 restricted stock units, each representing a right to one share of common stock for no cash payment, bringing direct common stock holdings to 41,572 shares.
Norwalk was also granted an option to buy 22,714 shares of common stock at an exercise price of $8.0500 per share, expiring on June 23, 2036. Both the RSUs and the option vest in full on June 24, 2027 or immediately before the first annual stockholder meeting after the grant date, if service with the company continues through vesting.
ARVINAS, INC. director Briggs Morrison reported equity awards consisting of restricted stock units and stock options. He received 15,527 shares of common stock as RSUs and 22,714 stock options with an exercise price of $8.05 per share. Following the grants, he directly holds 111,548 common shares and 22,714 options. The RSUs and options vest in full on the earlier of June 24, 2027 or immediately before the first annual stockholders’ meeting after the grant date, subject to his continued service with the company.
ARVINAS, INC. director Edward M. Kennedy Jr. reported new equity awards in the form of restricted stock units and stock options. He received 15,527 restricted stock units, each representing one share of common stock for no cash consideration upon settlement, and a stock option covering 22,714 shares at an exercise price of $8.05 per share.
Both the RSUs and the option were granted on June 24, 2026 and will vest in full on the earlier of June 24, 2027 or immediately before the first annual meeting of stockholders after the grant date, subject to his continued service with Arvinas. After these awards, he holds 54,957 shares of common stock directly and 29,333 shares indirectly through the Edward M. Kennedy Jr. 2011 Trusts For Children.
Arvinas, Inc. director Everett Cunningham reported equity awards made on June 24, 2026. He received 15,527 restricted stock units, each representing one share of common stock at no cost upon settlement, and a stock option for 22,714 shares at an exercise price of $8.05 per share, expiring on June 23, 2036. Both awards vest in full on the earlier of June 24, 2027 or immediately before the first annual stockholders’ meeting after the grant, subject to his continued service. Following these awards, Cunningham directly holds 41,572 shares of common stock.