Revolution Medicines Form 4: Borisy boosts holdings with RSUs, new options

Rhea-AI Filing Summary

Revolution Medicines (RVMD) filed a Form 4 for director Alexis Borisy covering transactions on 26 June 2025.

• 3,142 Restricted Stock Units (RSUs) were acquired at no cost, lifting his direct common-stock position to 2,338,884 shares.
• A new stock-option grant for 11,574 shares was issued at an exercise price of $37.48, expiring on 26 Jun 2035; the award vests in full on the earlier of the first anniversary or the next annual meeting, assuming continued service.

No shares were sold, so Mr. Borisy’s net exposure to RVMD equity increased. Although the incremental RSU amount is small relative to his existing 2.3 million-share stake, the at-the-money option grant and additional RSUs reinforce alignment between the director and shareholders by incentivizing future price appreciation.

Positive

• Director increased ownership by 3,142 RSUs, signaling continued commitment.
• Grant of 11,574 options at $37.48 aligns insider incentives with shareholder value.

Negative

• None.

Insights

Financial Analyst

TL;DR: Minor insider purchase and option grant; positive signal but unlikely to move RVMD shares materially.

The Form 4 discloses a routine annual equity grant: 3,142 RSUs and 11,574 at-the-money options to director Alexis Borisy. His total direct holding now stands at roughly 2.34 million shares, so the incremental ownership change is only ~0.13%. Because the options vest within a year and carry a standard 10-year term, they chiefly serve as retention and incentive tools. No insider selling occurred, which avoids negative optics, yet the small size limits valuation impact. Overall, the filing is governance-related rather than a catalyst for near-term price action.

SEC Form 4

FORM 4

UNITED 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
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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^*

Borisy Alexis

(Last) (First) (Middle)

C/O REVOLUTION MEDICINES, INC.

700 SAGINAW DR

(Street)

REDWOOD CITY CA 94063

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Revolution Medicines, Inc. [ RVMD ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
06/26/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/26/2025		A		3,142	A	$0	2,338,884(1)	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Option (Right to Buy)	$37.48	06/26/2025		A		11,574		(2)	06/26/2035	Common Stock	11,574	$0	11,574	D

Explanation of Responses:

1. Includes 3,142 Restricted Stock Units.

2. Shares subject to the Option shall vest in full on the earlier of (i) the first anniversary of June 26, 2025 or (ii) immediately prior to the Annual Meeting following the date of grant subject to the Reporting Person remaining a Service Provider (as defined in the 2020 Plan) through the vesting date.

	/s/ Jack Anders, as Attorney-in-fact for Alexis Borisy	06/30/2025
	** Signature of Reporting Person	Date
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.

FAQ

How many Revolution Medicines (RVMD) shares did director Alexis Borisy acquire on 26-Jun-2025?

3,142 Restricted Stock Units were acquired at no cost.

What is the exercise price and size of the new RVMD stock-option grant?

The grant covers 11,574 options with a $37.48 exercise price.

What is Alexis Borisy’s total beneficial ownership in RVMD after the transactions?

He directly owns 2,338,884 common shares plus the newly granted options.

When will the newly issued RVMD options vest and expire?

They vest fully on the earlier of 26-Jun-2026 or the next annual meeting and expire on 26-Jun-2035.

Did the Form 4 report any insider sales by Alexis Borisy?

No. The filing shows only acquisitions and grants; no shares were sold.