STOCK TITAN

Rent the Runway insiders buy 632,922 shares

No Rule 10b5-1 plan was reported for the purchase.

(High)

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

Rent the Runway, Inc. (RENT) reporting persons reported an indirect purchase of 632,922 shares of Class A Common Stock at $3.55 per share on October 21, 2026. Gateway Runway, LLC directly holds 4,907,316 shares following the transaction. The individual reporting persons are directors and ten-percent owners Damian Giangiacomo, Michael S. Cohen and Daniel E. Flesh; each disclaims beneficial ownership except to the extent of an indirect pecuniary interest.

Insights

Analyzing...

Insider Nexus Capital Management LP, Gateway Runway, LLC, Gateway Runway Intermediate Holdings, Inc., NEXUS SPECIAL SITUATIONS III, L.P., NEXUS SPECIAL SITUATIONS III (CAYMAN), L.P., Nexus Special Situations GP III, LP, Nexus Partners III, LLC, Cohen Michael S, Flesh Daniel E., Giangiacomo Damian
Role Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner | Director, 10% Owner
Bought 632,922 shs ($2.25M)
Type Security Shares Price Value
Purchase Class A Common Stock, $0.001 par value per share F1, F2 632,922 $3.55 $2.25M
Holdings After Transaction: Class A Common Stock, $0.001 par value per share — 4,907,316 shares (Indirect, See Footnotes)
Footnotes (2)
  1. F1. Gateway Runway, LLC ("Gateway Runway") directly holds 4,907,316 shares of Class A Common Stock. Gateway Runway is jointly owned by Gateway Runway Intermediate Holdings, Inc. ("Gateway Runway Intermediate") and Nexus Special Situations III, L.P. ("Nexus SS III"). Nexus Special Situations III (Cayman) L.P. ("Nexus SS III Cayman") is the limited partner of Nexus SS III. Nexus Capital Management LP ("Nexus Capital Management") is the investment manager of Nexus SS III and Nexus SS III Cayman. Nexus Special Situations GP III, L.P. ("Nexus SS GP III") is the general partner of Nexus SS III and Nexus SS III Cayman. Nexus Partners III, LLC ("Nexus Partners") is the general partner of Nexus SS GP III. Damian Giangiacomo, Michael Cohen and Daniel Flesh are the owners of Nexus Capital Management and Nexus Partners. Mr. Giangiacomo serves on the board of directors of the Issuer.
  2. F2. Each of Gateway Runway Intermediate, Nexus SS III, Nexus SS III Cayman, Nexus SS GP III, Nexus Partners, Nexus Capital Management, Mr. Giangiacomo, Mr. Cohen and Mr. Flesh disclaims, for purposes of Section 16 of the Securities Exchange Act of 1934, beneficial ownership of such securities, except to the extent of its/his indirect pecuniary interest therein, and this report shall not be deemed an admission that any such entity or person is the beneficial owner of such securities for purposes of Section 16 or for any other purposes.
Shares purchased 632,922 shares Class A Common Stock purchase on October 21, 2026
Purchase price $3.55 per share Class A Common Stock purchase on October 21, 2026
Shares held 4,907,316 shares Directly held by Gateway Runway, LLC following the transaction
beneficial ownership regulatory
"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 financial
"indirect pecuniary interest therein"
limited partner financial
"is the limited partner of Nexus SS III"
A limited partner is an investor in a pooled investment vehicle—such as a private equity, venture capital, or real estate fund—who provides capital but does not take part in day‑to‑day management and whose financial responsibility is capped at the amount invested. For investors, being a limited partner matters because it defines how much control they have, how much risk they bear, and how returns are distributed; think of a limited partner as a silent co‑owner who shares in profits and losses while leaving operations to the fund managers.
general partner financial
"is the general partner of Nexus SS III and Nexus SS III Cayman"
A general partner is the person or firm that runs an investment partnership and legally represents it — they make the day-to-day decisions, choose which assets to buy or sell, and are responsible for the partnership’s obligations. Investors care because the general partner’s judgment, risk-taking and fee and profit-sharing arrangements determine both the potential returns and the level of exposure to losses; think of the GP as the ship’s captain whose skill and honesty shape the voyage’s outcome.

FAQ

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

How many RENT shares were purchased, and at what price?

The reported purchase was 632,922 shares of Class A Common Stock at $3.55 per share on October 21, 2026. Gateway Runway, LLC directly held 4,907,316 shares following the transaction. No Rule 10b5-1 plan was reported.

Which entity directly holds the RENT shares?

Gateway Runway, LLC directly holds 4,907,316 shares. Gateway Runway is jointly owned by Gateway Runway Intermediate Holdings, Inc. and Nexus Special Situations III, L.P.

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*
Nexus Capital Management LP

(Last)(First)(Middle)
11111 SANTA MONICA BLVD., SUITE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(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)
XDirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/21/2026
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 share10/21/2026P632,922A$3.554,907,316ISee Footnotes(1)(2)
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
1. Name and Address of Reporting Person*
Nexus Capital Management LP

(Last)(First)(Middle)
11111 SANTA MONICA BLVD., SUITE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Gateway Runway, LLC

(Last)(First)(Middle)
11111 SANTA MONICA BLVD, STE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Gateway Runway Intermediate Holdings, Inc.

(Last)(First)(Middle)
11111 SANTA MONICA BLVD, STE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
NEXUS SPECIAL SITUATIONS III, L.P.

(Last)(First)(Middle)
11111 SANTA MONICA BLVD, STE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
NEXUS SPECIAL SITUATIONS III (CAYMAN), L.P.

(Last)(First)(Middle)
11111 SANTA MONICA BLVD, STE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Nexus Special Situations GP III, LP

(Last)(First)(Middle)
11111 SANTA MONICA BLVD, STE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Nexus Partners III, LLC

(Last)(First)(Middle)
11111 SANTA MONICA BLVD, STE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Cohen Michael S

(Last)(First)(Middle)
11111 SANTA MONICA BLVD, STE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Flesh Daniel E.

(Last)(First)(Middle)
11111 SANTA MONICA BLVD, STE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Giangiacomo Damian

(Last)(First)(Middle)
11111 SANTA MONICA BLVD., SUITE 350

(Street)
LOS ANGELES CALIFORNIA 90025

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
XDirectorX10% Owner
Officer (give title below)Other (specify below)
Explanation of Responses:
1. Gateway Runway, LLC ("Gateway Runway") directly holds 4,907,316 shares of Class A Common Stock. Gateway Runway is jointly owned by Gateway Runway Intermediate Holdings, Inc. ("Gateway Runway Intermediate") and Nexus Special Situations III, L.P. ("Nexus SS III"). Nexus Special Situations III (Cayman) L.P. ("Nexus SS III Cayman") is the limited partner of Nexus SS III. Nexus Capital Management LP ("Nexus Capital Management") is the investment manager of Nexus SS III and Nexus SS III Cayman. Nexus Special Situations GP III, L.P. ("Nexus SS GP III") is the general partner of Nexus SS III and Nexus SS III Cayman. Nexus Partners III, LLC ("Nexus Partners") is the general partner of Nexus SS GP III. Damian Giangiacomo, Michael Cohen and Daniel Flesh are the owners of Nexus Capital Management and Nexus Partners. Mr. Giangiacomo serves on the board of directors of the Issuer.
2. Each of Gateway Runway Intermediate, Nexus SS III, Nexus SS III Cayman, Nexus SS GP III, Nexus Partners, Nexus Capital Management, Mr. Giangiacomo, Mr. Cohen and Mr. Flesh disclaims, for purposes of Section 16 of the Securities Exchange Act of 1934, beneficial ownership of such securities, except to the extent of its/his indirect pecuniary interest therein, and this report shall not be deemed an admission that any such entity or person is the beneficial owner of such securities for purposes of Section 16 or for any other purposes.
/s/ Damian Giangiacomo - Nexus Capital Management LP, By: Damian Giangiacomo, Authorized Signatory10/23/2026
/s/ Damian Giangiacomo - Gateway Runway LLC, By: Damian Giangiacomo, President10/23/2026
/s/ Damian Giangiacomo - Gateway Runway Intermediate Holdings, Inc., By: Damian Giangiacomo, President10/23/2026
/s/ Damian Giangiacomo - Nexus Special Situations III, L.P., By: Damian Giangiacomo, Authorized Signatory10/23/2026
/s/ Damian Giangiacomo - Nexus Special Situations III (Cayman), L.P., By: Damian Giangiacomo, Authorized Signatory10/23/2026
/s/ Damian Giangiacomo - Nexus Special Situations GP III, L.P., By: Damian Giangiacomo, Authorized Signatory10/23/2026
/s/ Damian Giangiacomo - Nexus Partners III, LLC, By: Damian Giangiacomo, Authorized Signatory10/23/2026
/s/ Michael Cohen10/23/2026
/s/ Daniel Flesh10/23/2026
/s/ Damian Giangiacomo10/23/2026
** 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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