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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.
Revolve Group, Inc. insider activity centers on an entity linked to co-CEO Michael Mente. MMMK Development, Inc., where Mente has shared voting and dispositive power, converted Class B common stock into Class A shares and then sold those Class A shares.
On February 11, 2026, MMMK Development, Inc. converted 15,645 shares of Class B common stock into the same number of Class A shares at $0 conversion cost, then sold 15,645 Class A shares at a weighted-average price of $26.13 under a Rule 10b5-1 trading plan adopted on May 29, 2025.
On February 12, 2026, it similarly converted 1,948 Class B shares into 1,948 Class A shares at $0 and sold 1,948 Class A shares at a weighted-average price of $25.93. Following these transactions, MMMK Development, Inc. continued to indirectly hold derivative interests in over 30 million shares of Class B stock, and Mente also directly held 35,331 Class B and 73,000 Class A shares.
Revolve Group, Inc. insider Michael Karanikolas, a director, co-chief executive officer and 10% owner, reported indirect share transactions through MMMK Development, Inc.. On February 11, 2026, 15,645 shares of Class B common stock were converted into 15,645 Class A shares and then sold in open-market transactions at a weighted-average price of $26.13, with prices ranging from $25.86 to $26.83, under a Rule 10b5-1 trading plan adopted on May 29, 2025.
On February 12, 2026, a further 1,948 Class B shares were converted into 1,948 Class A shares and sold at a weighted-average price of $25.93, with sale prices between $25.86 and $26.10. Following these transactions, MMMK Development, Inc. indirectly held 30,125,767 and then 30,123,819 derivative securities tied to Class B common stock, while Karanikolas also directly owned 123,000 Class A shares as of February 11, 2026.
MMMK Development, Inc., a 10% owner of Revolve Group, Inc., reported pre-planned sales of Class A common stock following conversions of Class B shares. On February 11, 2026, it converted 15,645 Class B shares into Class A at $0 and sold 15,645 Class A shares at a weighted-average price of $26.13. On February 12, 2026, it converted 1,948 Class B shares into Class A at $0 and sold 1,948 Class A shares at a weighted-average price of $25.93. The transactions were executed under a Rule 10b5-1 trading plan adopted on May 29, 2025, and left MMMK Development with 30,123,819 Class B shares beneficially owned directly.
Kayne Anderson Rudnick Investment Management, LLC filed an amended Schedule 13G reporting its beneficial ownership in Revolve Group Inc. common stock. The firm reports holding 1,829,556 Revolve Group Class A ordinary shares, representing 4.5% of the class as of the event date.
Kayne Anderson Rudnick has sole voting power over 720,158 shares and shared voting power over 1,075,161 shares. It has sole dispositive power over 754,395 shares and shared dispositive power over 1,075,161 shares. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Revolve Group.