STOCK TITAN

Rent the Runway (RENT) director logs RSU vesting and tax-cover sale

(Moderate)
(Negative)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Fonseca Dhiren R.
Role Director
Sold 34,516 shs ($103K)
Approx. gross sale proceeds $103K
Type Security Shares Price Value
Sale Class A Common Stock F2, F3, F4 34,516 $2.9905 $103K
Conversion Restricted Stock Units F5 134,648 $0.00 $0.00
Conversion Class A Common Stock F1 134,648 $0.00 $0.00
Holdings After Transaction: Restricted Stock Units — 134,648 shares (Direct); Class A Common Stock — 100,132 shares (Direct)
Footnotes (5)
  1. F1. Represents the conversion of restricted stock units to Class A Common Stock of the Issuer upon vesting and settlement of the restricted stock units.
  2. F2. Shares were sold solely to cover taxes upon the vesting and settlement of restricted stock units pursuant to a standing Rule 10b5-1 instruction dated April 24, 2026.
  3. F3. Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting and settlement of restricted stock units for certain employees of the Issuer.
  4. F4. The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.92 to $3.06, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
  5. F5. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A Common Stock. The restricted stock units were granted outside of the Issuer's Second Amended and Restated 2021 Incentive Award Plan, as amended, in reliance on Nasdaq Listing Rule 5635(c)(4) as a material inducement for the reporting person to commence employment with the Issuer.
Shares sold to cover taxes 34,516 shares Class A Common Stock sold on July 24, 2026 at weighted avg $2.9905 per share to cover taxes
Weighted average sale price $2.9905 per share Weighted average price for tax-cover sales of Class A Common Stock on July 24, 2026
RSUs converted 134,648 units Restricted stock units converted into Class A Common Stock upon vesting and settlement on July 23, 2026
Underlying shares from RSUs 134,648 shares Each restricted stock unit represents the right to receive one share of Class A Common Stock
Sale price range $2.92–$3.06 per share Range of prices for multiple broker transactions covering taxes on July 24, 2026
Rule 10b5-1 instruction date April 24, 2026 Date of standing Rule 10b5-1 instruction governing tax-cover share sales
restricted stock units financial
"Represents the conversion of restricted stock units to Class A Common Stock"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Rule 10b5-1 regulatory
"Shares were sold solely to cover taxes ... pursuant to a standing Rule 10b5-1 instruction"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
Nasdaq Listing Rule 5635(c)(4) regulatory
"granted outside ... in reliance on Nasdaq Listing Rule 5635(c)(4) as a material inducement"
NASDAQ Listing Rule 5635(c)(4) is a rule that requires a company to get approval from its shareholders before selling a large amount of its shares, usually over 20%. This helps protect investors by making sure the company doesn't flood the market with new shares without their say, which could lower the stock's value.
material inducement financial
"as a material inducement for the reporting person to commence employment"
A material inducement is a significant incentive or benefit offered to persuade someone to take a particular action or enter an agreement, such as a cash payment, equity award or other important perk. For investors it matters because these inducements can increase company costs or share dilution, shape management and employee behavior, and signal potential conflicts of interest — think of it like a large signing bonus that changes the economics and incentives of a deal.

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

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FAQ

What insider equity transactions did Rent the Runway (RENT) report for Dhiren R. Fonseca?

Fonseca reported vesting of 134,648 restricted stock units that converted into an equal number of Class A shares on July 23, 2026. The next day, 34,516 shares were sold at a weighted average of $2.9905 per share solely to cover taxes under a standing Rule 10b5-1 instruction.

Were the Rent the Runway (RENT) insider share sales discretionary or for taxes?

The reported sale of 34,516 shares of Class A common stock was executed solely to cover taxes arising from restricted stock unit vesting and settlement. It formed part of a broader broker sale for certain employees under a standing Rule 10b5-1 instruction.

What size RSU conversion did RENT disclose for Dhiren R. Fonseca?

The filing shows 134,648 restricted stock units converting into an equal number of Class A shares upon vesting and settlement. Each unit represents the right to receive one share, and the award was granted as a material inducement under Nasdaq Listing Rule 5635(c)(4).

What price range did Rent the Runway (RENT) report for the insider tax-cover share sales?

The weighted average sale price reported was $2.9905 per share, with individual trades executed between $2.92 and $3.06, inclusive. All transactions were made by the issuer's broker to cover tax obligations related to restricted stock unit vesting for certain employees.

How were Dhiren R. Fonseca's RSUs granted according to the RENT disclosure?

Each restricted stock unit represents the contingent right to receive one Class A share. The RSUs were granted outside Rent the Runway's Second Amended and Restated 2021 Incentive Award Plan, relying on Nasdaq Listing Rule 5635(c)(4) as a material inducement for Fonseca to commence employment.
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).
X
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*
Fonseca Dhiren R.

(Last)(First)(Middle)
C/O RENT THE RUNWAY, INC.
10 JAY ST

(Street)
BROOKLYN NEW YORK 11201

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form 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 Stock07/23/2026C(1)134,648A$0134,648D
Class A Common Stock07/24/2026S(2)34,516(3)D$2.9905(4)100,132D
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
Restricted Stock Units(5)07/23/2026C134,648 (5) (5)Class A Common Stock134,648$0134,648D
Explanation of Responses:
1. Represents the conversion of restricted stock units to Class A Common Stock of the Issuer upon vesting and settlement of the restricted stock units.
2. Shares were sold solely to cover taxes upon the vesting and settlement of restricted stock units pursuant to a standing Rule 10b5-1 instruction dated April 24, 2026.
3. Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting and settlement of restricted stock units for certain employees of the Issuer.
4. The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.92 to $3.06, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
5. Each restricted stock unit represents the contingent right to receive one share of the Issuer's Class A Common Stock. The restricted stock units were granted outside of the Issuer's Second Amended and Restated 2021 Incentive Award Plan, as amended, in reliance on Nasdaq Listing Rule 5635(c)(4) as a material inducement for the reporting person to commence employment with the Issuer.
Remarks:
/s/ Cara Schembri as Attorney-in-fact for Dhiren Fonseca07/27/2026
** 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)