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 (RVMD) — Form 4 insider activity: President and CEO Mark A. Goldsmith reported option exercises and share sales on 11/07/2025 pursuant to a Rule 10b5-1 trading plan adopted on December 19, 2024. He exercised options for 26,479 shares at $1.12 and 3,521 shares at $4.09, then sold 30,000 shares at a weighted average price of $60.3102 (trades ranged from $60.00 to $60.88).
On 11/12/2025, he recorded transfers of 50,000 shares to the Jonathan Goldsmith Revocable Trust and 50,000 shares to the Rebecca Goldsmith Revocable Trust, and reported indirect holdings in multiple family trusts. Following the transactions, direct beneficial ownership amounts were updated across entries, and his beneficial holdings include 193,475 restricted stock units.
Revolution Medicines (RVMD) reported a larger quarterly loss as it accelerates development of its RAS(ON) therapies. For the quarter ended September 30, 2025, net loss was $305.2 million or $1.61 per share, compared with $156.3 million a year ago. Operating expenses rose to $315.3 million, driven by research and development of $262.5 million and general and administrative of $52.8 million.
Liquidity remains strong with $217.4 million in cash and equivalents and $1.714 billion in marketable securities (total $1.93 billion) as of September 30, 2025, and management believes existing resources will fund operations for at least 12 months. RVMD entered a $250.0 million revenue participation agreement with Royalty Pharma, recorded as a liability of $256.5 million, with tiered royalty rates of 2.55% up to $2.0 billion in annual sales, 1.50% between $2.0–$4.0 billion, and 0.60% between $4.0–$8.0 billion. The company also established a senior secured term loan facility of up to $750.0 million, contingent on future regulatory and commercial milestones, with no amounts drawn. Shares outstanding were 189,710,951 as of September 30, 2025.
Revolution Medicines (RVMD) filed an 8-K announcing financial results for the quarter ended September 30, 2025. The company furnished a press release as Exhibit 99.1 under Item 2.02 (Results of Operations and Financial Condition).
The information in the report and Exhibit 99.1 is furnished and not deemed filed under the Exchange Act. Listed securities include common stock (RVMD) and warrants expiring 2026 (RVMDW) on Nasdaq.
Revolution Medicines (RVMD) reported insider activity by General Counsel Jeff Cislini. On October 17, 2025, he exercised 12,000 stock options at $36.57 and sold 12,000 shares at $55 pursuant to a Rule 10b5-1 trading plan adopted on March 13, 2025.
After these transactions, he beneficially owned 50,425 shares, including 43,910 restricted stock units. The exercised option carried a $36.57 exercise price, became exercisable on June 15, 2024, and expires on June 16, 2030. Following the activity, 18,000 derivative securities remained beneficially owned.
Revolution Medicines (RVMD) insider activity: On October 16–17, 2025, President & CEO and director Mark A. Goldsmith exercised 20,000 stock options at $1.12 and sold 20,000 common shares pursuant to a Rule 10b5-1(c) trading plan adopted on December 19, 2024. Sales were 10,000 shares at a weighted average $50.4701 on Oct 16 and 10,000 shares at $55 on Oct 17.
Following these transactions, he directly beneficially owns 452,309 shares, which includes 193,475 restricted stock units. He also reports indirect holdings of 20,424, 20,424, and 465,604 shares held in family trusts. After the option exercises, 26,479 stock options remain beneficially owned.
Revolution Medicines (RVMD) announced an FDA milestone. On October 16, 2025, the U.S. Food and Drug Administration granted the company a non‑transferrable voucher for daraxonrasib, its RAS(ON) multi‑selective inhibitor, under the Commissioner’s National Priority Voucher pilot program.
This update signals regulatory recognition tied to daraxonrasib’s program status. The voucher is non‑transferrable and is associated specifically with the FDA’s pilot initiative. No financial terms or commercial arrangements were disclosed in this notice.
Revolution Medicines (RVMD) reported an insider transaction by an officer on 10/13/2025. The reporting person exercised 25,000 stock options at an exercise price of $4.73 per share, then sold 25,000 shares of common stock at a weighted average price of $48.5416. The trades were made under a Rule 10b5-1 trading plan adopted on February 28, 2025.
Following these transactions, the reporting person beneficially owned 284,047 shares, which includes 84,000 restricted stock units, held directly. The filing also shows 5,055 derivative securities (stock options) remaining beneficially owned. The officer’s title is President, Research and Development.
Jeff Cislini, General Counsel of Revolution Medicines, Inc. (RVMD), reported an insider sale. On 09/24/2025 he disposed of 1,799 shares of common stock at a price of $44.26 per share under a previously adopted 10b5-1 trading plan. After the sale he beneficially owned 50,425 shares in total, which the filing specifies includes 43,910 restricted stock units. The Form 4 was signed on behalf of Mr. Cislini by an attorney-in-fact on 09/26/2025.
Revolution Medicines insider filing details a small, routine proposed sale of company stock. The notice reports that Jeffrey Todd Cislini plans to sell 1,799 common shares through Morgan Stanley Smith Barney on 09/24/2025, with an aggregate market value of $79,524.80 based on the filing. The shares were acquired as restricted stock units on 09/15/2025 and payment or settlement is recorded on that same acquisition date. The filer also disclosed a prior sale of 1,869 shares on 09/16/2025 for gross proceeds of $85,646.74. The filing includes the standard representation that the seller is not aware of undisclosed material information.
Wei Lin, Chief Medical Officer of Revolution Medicines, Inc. (ticker shown in filing as RVMD), reported a sale of 2,160 shares of Common Stock on 09/16/2025 at a price of $45.8249 per share. The filing states the sale was made under a Rule 10b5-1 instruction adopted on December 23, 2024 to satisfy the reporting person’s tax withholding obligation upon the vesting of restricted stock units (RSUs) after March 15, 2025. After the transaction, Wei Lin beneficially owned 88,339 shares, which the filing notes includes 58,850 restricted stock units. The form was signed by an attorney-in-fact on behalf of Wei Lin on 09/18/2025.