STOCK TITAN

Rent the Runway owner acquires 2.5M shares via rights

After the conversion, CHS US Investments LLC directly held 22,479,047 Class A shares and 36,482 Subscription Rights.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

CHS US Investments LLC, identified as a 10% owner of Rent the Runway, Inc. (RENT), exercised 19,947,174 Subscription Rights in a transaction dated October 14, 2026, at an exercise price of $3.55 per share, acquiring 2,495,391 shares of Class A Common Stock. Afterward, it directly held 22,479,047 shares of Class A Common Stock and 36,482 Subscription Rights. CHS GP LP, CHS UGP LLC, CHS Platform Holdings Pte. Ltd. and APS US Management LLC disclaim beneficial ownership for Section 16 purposes except to the extent of their indirect pecuniary interests.

Insider CHS US Investments LLC, CHS GP LP, CHS UGP LLC, CHS Platform Holdings Pte. Ltd., CHS (US) Management LLC
Role 10% Owner | 10% Owner | 10% Owner | 10% Owner | 10% Owner
Type Security Shares Price Value
Exercise Subscription Rights (right to buy) F1 19,947,174 $0.00 $0.00
Exercise Class A Common Stock, $0.001 par value per share F1 2,495,391 $3.55 $8.86M
Holdings After Transaction: Subscription Rights (right to buy) — 36,482 contracts (Direct); Class A Common Stock, $0.001 par value per share — 22,479,047 shares (Direct)
Footnotes (1)
  1. F1. CHS US Investments LLC ("CHS US Investments") directly holds 22,479,047 shares of Class A Common Stock, $0.001 par value per share of Rent the Runway, Inc. APS US Management LLC ("APS US Management") is the investment manager of CHS US Investments. CHS GP LP ("CHS GP") is the general partner of CHS US Investments. CHS UGP LLC ("CHS UGP") is the general partner of CHS GP. CHS UGP is a directly wholly owned subsidiary of CHS Platform Holdings Pte. Ltd. ("CHS Platform"). Each of CHS GP, GHS UGP, CHS Platform and APS US Management disclaims, for purposes of Section 16 of the Securities Exchange Act of 1934, beneficial ownership of such securities, except to the extent of its indirect pecuniary interest therein, and this report shall not be deemed an admission that any such entity is the beneficial owner of such securities for purposes of Section 16 or for any other purposes.
Subscription Rights exercised 19,947,174 rights Transaction dated October 14, 2026
Exercise price $3.55 per share For the Subscription Rights exercise
Class A Common Stock acquired 2,495,391 shares Transaction dated October 14, 2026
Class A Common Stock held after transaction 22,479,047 shares Directly held by CHS US Investments LLC
Subscription Rights held after transaction 36,482 rights Held by CHS US Investments LLC
Subscription Rights technical
"Subscription Rights (right to buy)"
Subscription rights are short-term privileges given to existing shareholders to buy additional new shares before the general public, typically at a set price and in proportion to their current holdings. Think of it as getting a coupon for first dibs on extra slices of a pizza so your share of the pie doesn’t shrink; exercising them can be a cheaper way to maintain your ownership and voting power, while ignoring them can reduce your stake and potential future earnings.
exercise price financial
"conversion_or_exercise_price"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
beneficial ownership regulatory
"disclaims ... beneficial ownership of such securities"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
indirect pecuniary interest regulatory
"except to the extent of its indirect pecuniary interest therein"
Section 16 regulatory
"for purposes of Section 16 of the Securities Exchange Act of 1934"
Section 16 is a U.S. securities law rule that governs the trading and disclosure obligations of company insiders — typically officers, directors and large shareholders — to promote transparency and deter unfair profit-taking. It requires insiders to publicly report their stock trades and allows companies or the issuer to reclaim quick, short-term profits from certain insider trades, like a scoreboard and a refund policy that help investors see and limit possible insider advantage.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many RENT shares did CHS US Investments acquire, and at what exercise price?

On October 14, 2026, CHS US Investments LLC exercised 19,947,174 Subscription Rights at an exercise price of $3.55 per share and acquired 2,495,391 shares of Class A Common Stock.

How many RENT shares and Subscription Rights did CHS US Investments hold afterward?

After the transaction, CHS US Investments LLC directly held 22,479,047 shares of Class A Common Stock and 36,482 Subscription Rights.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
CHS US Investments LLC

(Last)(First)(Middle)
550 MADISON AVE., 22ND FLOOR

(Street)
NEW YORK NEW YORK 10022

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Rent the Runway, Inc. [ RENT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/14/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock, $0.001 par value per share10/14/2026M2,495,391A$3.5522,479,047D(1)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Subscription Rights (right to buy)$3.5510/14/2026M19,947,17409/25/202610/14/2026Class A Common Stock2,495,391$036,482D(1)
1. Name and Address of Reporting Person*
CHS US Investments LLC

(Last)(First)(Middle)
550 MADISON AVE., 22ND FLOOR

(Street)
NEW YORK NEW YORK 10022

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
CHS GP LP

(Last)(First)(Middle)
550 MADISON AVE., 22ND FLOOR

(Street)
NEW YORK NEW YORK 10022

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
CHS UGP LLC

(Last)(First)(Middle)
550 MADISON AVE., 22ND FLOOR

(Street)
NEW YORK NEW YORK 10022

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
CHS Platform Holdings Pte. Ltd.

(Last)(First)(Middle)
550 MADISON AVE., 22ND FLOOR

(Street)
NEW YORK NEW YORK 10022

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
CHS (US) Management LLC

(Last)(First)(Middle)
550 MADISON AVE., 22ND FLOOR

(Street)
NEW YORK NEW YORK 10022

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
Explanation of Responses:
1. CHS US Investments LLC ("CHS US Investments") directly holds 22,479,047 shares of Class A Common Stock, $0.001 par value per share of Rent the Runway, Inc. APS US Management LLC ("APS US Management") is the investment manager of CHS US Investments. CHS GP LP ("CHS GP") is the general partner of CHS US Investments. CHS UGP LLC ("CHS UGP") is the general partner of CHS GP. CHS UGP is a directly wholly owned subsidiary of CHS Platform Holdings Pte. Ltd. ("CHS Platform"). Each of CHS GP, GHS UGP, CHS Platform and APS US Management disclaims, for purposes of Section 16 of the Securities Exchange Act of 1934, beneficial ownership of such securities, except to the extent of its indirect pecuniary interest therein, and this report shall not be deemed an admission that any such entity is the beneficial owner of such securities for purposes of Section 16 or for any other purposes.
/s/ Alexandra Grigos - CHS US Investments LLC, By: CHS GP LP, its managing member, By: CHS UGP LLC, its general partner, By: Alexandra Grigos, Director10/16/2026
/s/ Alexandra Grigos - CHS GP LP, By: CHS UGP LLC, its general partner, By: Alexandra Grigos, Director10/16/2026
/s/ Alexandra Grigos - CHS UGP LLC, By: Alexandra Grigos, Director10/16/2026
/s/ Nicolas Debetencourt - CHS Platform Holdings Pte. Ltd., By: Nicolas Debetencourt, Director10/16/2026
/s/ Alexandra Grigos - APS US Management LLC, By: Alexandra Grigos, Chief Operating Officer10/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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