Revolve Group, Inc. (RVLV) SEC Filings, Feb-Apr 2026

Revolve Group, Inc. director and Co-CEO Michael Karanikolas reported a small, pre-planned insider transaction involving 15,972 shares. An entity associated with him, MMMK Development, Inc., converted 15,972 shares of Class B common stock into an equal number of Class A shares and then sold those Class A shares at a weighted-average price of $25.90 per share in open-market transactions.

The sales were executed under a Rule 10b5-1 trading plan adopted on May 29, 2025. After these transactions, MMMK Development, Inc. continues to hold 30,107,847 shares of Class B common stock indirectly for Karanikolas, and he also holds 123,000 shares of Class A common stock directly.

MMMK Development, Inc., a more than 10% owner of Revolve Group, Inc., converted and sold a small block of shares. On April 9, 2026, it converted 15,972 shares of Class B common stock into an equal number of Class A shares, then sold all 15,972 Class A shares at a weighted-average price of $25.90 per share.

The Class B shares are convertible into Class A on a one-for-one basis with no expiration, and 30,107,847 Class B shares remained held after the transaction. The sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were scheduled in advance.

The Vanguard Group filed Amendment No. 8 to its Schedule 13G/A reporting 0 shares (0%) of Revolve Group Inc common stock. The filing explains an internal realignment and disaggregation under SEC Release No. 34-39538, with certain Vanguard subsidiaries reporting separately after 01/12/2026.

The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026. The filing lists Vanguard’s address and states no single outside person holds more than 5% of the class.

Revolve Group, Inc. director Erinn Elisabeth Murphy reported receiving 2,186 shares of Class A common stock in the form of restricted stock units granted under the company’s 2019 Equity Incentive Plan. This is a compensation-related award, not an open-market purchase or sale.

Each RSU converts into one share when it vests. All 2,186 RSUs vest in full on the earlier of the one-year anniversary of the grant date or the day before the next annual stockholder meeting, provided she continues serving as a non-employee director. The RSUs also become fully vested upon a qualifying Change in Control if she remains in service through that date.

Revolve Group, Inc. filed an initial insider ownership report for director Erinn Elisabeth Murphy. This Form 3 identifies her status as a director of the company and reports no insider transactions or derivative positions in the data provided.

Revolve Group, Inc. announced a board change. On March 18, 2026, the board appointed Erinn Murphy as a director, effective immediately. She will chair the Audit Committee and also serve on the Compensation Committee, bringing experience from Crocs, Inc. and Piper Sandler.

Murphy will receive cash and equity under Revolve’s existing outside director compensation policy as described in the April 25, 2025 proxy statement. On the same date, Jennifer Baxter Moser resigned from the board and from both committees, and her resignation was stated not to result from any disagreement with the company.

Revolve Group Chief Financial Officer Jesse Timmermans reported equity compensation activity and related tax withholding. He received a stock option for 53,657 shares of Class A common stock at an exercise price of $0.0000 per share, vesting in five equal annual installments beginning on March 1, 2027 and becoming fully vested on March 1, 2031, subject to continued service. He also acquired 17,389 shares of Class A common stock at $0.0000 per share upon the vesting of previously granted performance- and service-based restricted stock units, after the Compensation Committee certified performance on February 17, 2026. To cover taxes on the RSU vesting, 6,239 shares of Class A common stock were disposed of at $25.16 per share, leaving him with 22,760 Class A shares directly owned after these transactions.

Revolve Group, Inc. files its annual report describing a data-driven, influencer-focused fashion eCommerce business aimed at Millennial and Gen Z consumers. In 2025, the company generated $1.2 billion in net sales, serving 2.8 million active customers with over 1,600 brands and 230,000 unique styles.

Revolve highlights competitive strengths in proprietary technology, AI-driven merchandising, owned brands (19.8% of REVOLVE segment net sales), and rapid fulfillment. The report also outlines extensive risk factors, including macroeconomic pressures, tariffs, supply-chain disruption, elevated returns, social-media and AI risks, regulatory compliance, and the impact of its dual-class share structure.

Revolve Group, Inc. reported strong growth for Q4 and full year 2025. Fourth-quarter net sales rose 10% to $324.4M, with gross margin improving to 53.3%. Net income jumped 58% to $18.6M and Adjusted EBITDA increased 44% to $26.3M, though Q4 free cash flow was negative.

For full year 2025, net sales grew 8% to $1.23B, gross margin expanded to 53.5%, and net income rose 25% to $61.1M. Adjusted EBITDA climbed 35% to $93.8M while free cash flow surged 157% to $46.2M. Active customers reached 2.84 million, up 6%. Management highlighted early 2026 net sales growth of about 16% year-over-year and issued 2026 guidance calling for gross margin between 53.7% and 54.2%, with continued investment in marketing, technology and brand expansion.