Welcome to our dedicated page for Rent the Runway SEC filings (Ticker: RENT), 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.
Rent the Runway filings document the company’s Nasdaq-listed Class A common stock, operating results and capital-structure activity for its apparel rental, subscription and resale business. Recent 8-K disclosures include quarterly and annual financial results, material agreements, amendments to its credit agreement, recapitalization records and related exhibits.
The filing record also covers Securities Act registration statements, shelf and at-the-market equity offering materials, prospectus supplements, governance matters, emerging growth company status and smaller reporting company status. These documents describe formal financing arrangements, common-stock issuance mechanics, debt terms and public-company reporting events tied to Rent the Runway’s operating platform.
ROSENSWEIG DANIEL reported acquisition or exercise transactions in this Form 4 filing.
Rent the Runway, Inc. director Daniel Rosensweig received a grant of 35,481 restricted stock units (RSUs) representing Class A Common Stock. These RSUs vest on the earlier of the one-year anniversary of July 14, 2026 or the company’s next annual stockholders’ meeting, contingent on his continued board service. Following this award, he holds 57,196 Class A shares directly, plus 161 shares held indirectly through The Rosensweig 2012 Irrevocable Children's Trust.
Rent the Runway, Inc. reports that, after stockholder approval at its 2026 Annual Meeting, it filed a Thirteenth Amended and Restated Certificate of Incorporation in Delaware, which became effective upon filing. On August 11, 2026, the Board approved related changes to the company’s bylaws.
The new Third Amended & Restated Bylaws make technical, conforming amendments so the bylaws match the new charter regarding (i) stockholders’ rights to call special meetings, (ii) stockholder actions by written consent, (iii) Board quorum requirements, (iv) director and officer indemnification, and (v) the process to amend the bylaws.
Rent the Runway, Inc. director Dhiren R. Fonseca reported the vesting and settlement of 134,648 restricted stock units, which converted into the same number of shares of Class A common stock on July 23, 2026. On July 24, 34,516 shares were sold at a weighted average of $2.9905 per share solely to cover tax obligations under a standing Rule 10b5-1 instruction.
Rent the Runway Inc. filed a notice of proposed sale of 35,660 shares of Class A common stock under Rule 144. The shares are to be sold through Morgan Stanley Smith Barney LLC on the NASDAQ market, with an approximate aggregate market value of $112,685.6 as of the filing details. These shares were acquired upon vesting and settlement of restricted stock units granted under the company’s incentive award plan for services rendered, with the acquisition dated 02/27/2026 and a proposed sale date of 07/23/2026.
Rent the Runway, Inc. filed an initial statement of beneficial ownership for Sastri Suchitra, identifying this person as a director of the company. The Form 3 lists no transactions and no equity holding entries for this reporting person. The remarks reference Exhibit 24.1, a Power of Attorney authorizing certain actions related to securities reporting.
Rent the Runway, Inc. reports that on July 14, 2026, stockholders approved a First Amendment to its Second Amended and Restated 2021 Incentive Award Plan, increasing the maximum Class A common shares available under the plan by 3,899,439 to 10,171,225. At the same Annual Meeting, holders of 31,146,094 Class A shares, representing approximately 93% of combined voting power as of May 20, 2026, elected two Class II directors and ratified PricewaterhouseCoopers LLP as independent auditor.
Stockholders also approved extensive changes to the company’s charter, including eliminating 50,000,000 authorized Class B common shares and 10,000,000 authorized preferred shares (none outstanding), removing supermajority voting provisions, allowing stockholder action by written consent, and permitting holders of at least 40% of voting power to call special meetings. Related amendments limit officer liability as permitted by law, adjust board designation and corporate opportunity provisions, and are reflected in a Thirteenth Amended and Restated Certificate of Incorporation effective July 15, 2026. Separately, the Board appointed Suchi Sastri as an independent Class III director and Audit Committee member, restoring Nasdaq Audit Committee compliance; she has waived director compensation.
Rent the Runway, Inc. executive Loretta David, identified as Interim Chief Financial Officer, filed an initial Form 3 reporting her status as an officer of the company. The filing does not list any stock transactions or current holdings, serving mainly as a disclosure of her insider status.
Thomas Paige L reported acquisition or exercise transactions in this Form 4 filing.
Rent the Runway, Inc. reported that Chief Commercial Officer Thomas Paige L received a grant of 200,600 restricted stock units (RSUs) tied to the company’s Class A common stock. Each RSU represents the contingent right to receive one share.
The filing states that these RSUs vest as to 25% on June 1, 2027, with the remaining 75% vesting in 6.25% installments after that date. Following this award, the reporting person holds 200,600 RSUs directly, reflecting a compensation-related equity grant rather than an open-market stock purchase or sale.
Rent the Runway, Inc. filed an initial insider ownership report for executive Thomas Paige L. This Form 3 identifies him as the company’s Chief Commercial Officer and a reporting person under SEC rules. The information shown does not include any stock purchases, sales, or other equity transactions.
Rent the Runway, Inc. reported fiscal first-quarter 2026 revenue of $89.9 million, up 29.2% from $69.6 million a year earlier, driven mainly by subscription and reserve rental revenue. Gross profit rose to $23.3 million, though gross margin narrowed to 25.9% from 31.5% as rental product depreciation and revenue share increased.
The company’s net loss improved to $18.9 million from $26.1 million, and Adjusted EBITDA was a near breakeven $(0.8) million. Active subscribers grew to 155,692, with 196,147 total subscribers including paused accounts. Cash and cash equivalents were $37.1 million, against long-term debt of $157.1 million, and operating cash flow was a use of $3.8 million.
Management highlighted AI-driven personalization, new imagery, and early revenue from marketplace, advertising, and B2B initiatives. The filing also details prior recapitalization transactions, a new credit agreement maturing in October 2029, and significant leadership changes, including the CEO and CFO resignations and interim appointments.