Revolution Medicines, Inc. filings document a late-stage clinical oncology company focused on RAS-addicted cancers and RAS(ON) inhibitors. Its Form 8-K reports include financial results, clinical-program updates for daraxonrasib and other pipeline candidates, regulatory-related disclosures and material events tied to corporate progress.
The company’s SEC record also covers proxy governance, annual meeting matters, executive compensation, registered securities and capital-structure changes. Disclosures identify Nasdaq-listed common stock and warrants, and material-agreement filings describe convertible senior notes due 2033, related indenture terms and other financing arrangements used to support research and development, administrative expenses and potential commercialization activities.
Revolution Medicines, Inc. received an amended Schedule 13G filing from Baker Bros. entities reporting their ownership of its common stock. Baker Bros. Advisors LP, its general partner Baker Bros. Advisors (GP) LLC, and principals Julian and Felix Baker together report beneficial ownership of 9,455,357 shares of common stock, representing 4.9% of the class.
The filing explains that these shares are held through funds 667, L.P. and Baker Brothers Life Sciences, L.P., which directly hold 784,767 and 8,670,590 shares, respectively. The ownership percentage is based on 193,319,805 shares outstanding as of October 31, 2025, and the securities are described as being held in the ordinary course of business, without the purpose of changing or influencing control of the company.
Revolution Medicines President and CEO Mark A. Goldsmith, who also serves as a director, reported an option exercise and updated share holdings. On February 6, 2026, a stock option for 24,010 shares with a $0.54 exercise price was converted into the same number of common shares.
Following the transaction, Goldsmith directly held 256,479 shares of common stock, which the filing notes includes 168,763 restricted stock units570,050 shares in the Mark A. Goldsmith and Anne E. Midler 2002 Revocable Living Trust and 67,424 shares in each of two additional revocable trusts.
Revolution Medicines, Inc. received an amended Schedule 13G from several Wellington-affiliated entities reporting their beneficial ownership of its common stock as of December 31, 2025. The filing shows aggregate beneficial ownership of 6,987,639 shares, representing about 3.6%–3.61% of the outstanding common stock.
Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP report shared voting power over 6,128,704 shares and shared dispositive power over 6,987,639 shares, with no sole voting or dispositive power. The securities are owned of record by clients of various Wellington investment advisers, who retain the economic benefits. The filing states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Revolution Medicines.
Revolution Medicines, Inc. received an Amendment No. 3 to a Schedule 13G from a group of Farallon-managed funds and related entities reporting a sizable passive ownership position in its common stock.
The Farallon funds report beneficial ownership of an aggregate 14,582,796 Shares of common stock, plus 120,085 Common Stock Purchase Warrants, each exercisable to purchase 0.1112 Share, subject to a 9.99% Beneficial Ownership Limitation. Based on the cover pages, several Farallon entities and individual reporting persons each report beneficial ownership of approximately 7.5% of the class, with Farallon Partners, L.L.C. reporting 7.4%.
The filing also updates who is deemed to beneficially own these holdings. Effective January 1, 2026, Avner A. Husen became a member or manager of the Farallon general partner entities and may be deemed a beneficial owner of the Farallon funds’ Shares and Warrants. Effective December 31, 2025, Richard B. Fried, Rajiv A. Patel and William Seybold ceased those roles and may no longer be deemed beneficial owners.
The reporting persons certify the securities were acquired and are held without the purpose or effect of changing or influencing control of Revolution Medicines, other than activities solely in connection with a nomination under the stated SEC rule.
Revolution Medicines’ general counsel, Jeff Cislini, reported a small, pre-planned stock sale. On January 21, 2026, he sold 908 shares of Revolution Medicines common stock at $115.60 per share under a Rule 10b5-1 trading plan adopted on March 13, 2025. After this sale, he beneficially owned 46,976 shares, which include 38,769 restricted stock units that typically vest over time.
Revolution Medicines shareholder Jeffrey Todd Cislini has filed a notice to sell common stock. The filing covers a planned sale of 908 common shares through Morgan Stanley Smith Barney LLC on or around 01/21/2026 on the NASDAQ market. These shares were acquired as restricted stock units from the issuer on 12/15/2025, and the block has an aggregate market value of $105,527.76.
The notice states that Revolution Medicines had 193,319,805 common shares outstanding at the time referenced. Over the prior three months, Cislini sold 2,688 common shares on 12/16/2025 for $206,483.83 and 13,388 common shares on 11/18/2025 for $939,008.57, with the larger transaction noted as Rule 10b5-1 sales. By signing, the seller represents they are not aware of undisclosed material adverse information about the company’s operations.
Revolution Medicines, Inc. Chief Operating Officer Margaret A. Horn reported a series of option exercises and share sales on January 7, 2026. She exercised stock options for 51,406 shares of common stock at $42.45 per share and 23,594 shares at $29.80 per share, then sold 53,096, 20,204 and 1,700 shares of common stock at weighted average prices of $100.0164, $101.7928 and $102.90, respectively. The transactions were made under a Rule 10b5-1 trading plan adopted on March 7, 2025. After these trades, she directly beneficially owned 141,053 shares of common stock, which include 61,226 restricted stock units, and held remaining stock options covering 1,094 and 119,906 shares with vesting described in the filing.
Revolution Medicines Chief Financial Officer Jack Anders reported an exercise and sale of company stock. On January 7, 2026, he exercised a stock option for 10,000 shares of common stock at an exercise price of $42.45 per share, then sold 10,000 shares of common stock at a price of $98 per share. The filing states this activity was carried out under a Rule 10b5-1 trading plan adopted on December 16, 2024, indicating it was pre‑scheduled. Following these transactions, Anders beneficially owned 108,065 shares of common stock, which includes 42,338 restricted stock units, and held 15,900 stock options directly.
A holder of RVMD common stock has filed a Rule 144 notice for a planned sale of 75,000 common shares through Morgan Stanley Smith Barney LLC on or about 01/07/2026 on the NASDAQ market. The shares to be sold have an aggregate market value of 5988750.00, based on the figures provided, compared with 193,319,805 common shares outstanding. The securities were acquired the same day, 01/07/2026, via an exercise of stock options from the issuer for cash. Over the prior three months, the person named Margaret A Horn sold 4,847 common shares on 12/16/2025 for gross proceeds of 372333.45.
An insider of RVMD, Jack Lee Anders, filed a notice under Rule 144 to sell 10,000 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of 798,500.00. The shares relate to a stock option exercise for 10,000 common shares on 01/07/2026, paid in cash on the same date. The issuer had 193,319,805 common shares outstanding.
Over the prior three months, Anders sold additional common shares, including 3,104 shares on 12/16/2025 for gross proceeds of 239,288.60, 5,418 shares on 11/25/2025 for 400,932.00, and 10,000 shares on 11/11/2025 for 640,000.00, with some transactions noted as 10b5-1 sales.