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.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice relating to the proposed sale of 90,000 shares of Common Stock on 06/15/2026, tied to the exercise of stock options for cash. The filing also lists prior 10b5-1 sales by Margaret A. Horn of 10,000 shares on 06/11/2026 and 4,583 shares on 03/17/2026.
Revolution Medicines, Inc. reported insider activity by Chief Operating Officer Margaret A. Horn. On June 11, 2026, she exercised stock options to acquire a total of 10,000 shares of common stock at exercise prices of $40.74 and $42.45 per share. The same day, she sold 10,000 shares of common stock in open-market transactions at prices ranging from $143.78 to $150.15 per share. The filing notes these trades were made under a pre-arranged Rule 10b5-1 trading plan adopted on March 12, 2026, indicating a planned exercise-and-sell pattern rather than ad hoc trading.
RVMD insider filed a Form 144 to sell 10,000 shares arising from the exercise of stock options on 06/11/2026 for cash. The filing also shows a prior sale of 4,583 shares on 03/17/2026 for $455,918.67.
The notice names an issuer-directed exercise and lists Morgan Stanley Smith Barney LLC as the broker. The filing supplies transaction dates, quantities, and the cash nature of the 06/11/2026 disposition.
Revolution Medicines, Inc. officer Anthony Mancini reported mixed equity transactions in company common stock. He sold a total of 3,121 shares in open-market transactions at weighted average prices in the low $150s per share and exercised stock options for 3,121 shares at an exercise price of $33.62 per share.
The filing shows this activity was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on December 24, 2025. Following the transactions, Mancini directly holds 54,400 shares of common stock, which a footnote states includes 54,400 Restricted Stock Units, indicating these trades represent a small portion of his overall reported equity position.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice for the proposed sale of 3,121 shares of Common Stock of RVMD on 05/26/2026 arising from an exercise of stock options and to be effected in cash. The filing lists prior 10b5-1 sales by Anthony Mancini: 3,120 shares on 04/27/2026 for $413,128.87 and 37,450 shares on 03/25/2026 for $3,578,821.24.
Janus Henderson Group plc filed Amendment No. 4 to a Schedule 13G/A reporting beneficial ownership of 9,766,496 shares of Revolution Medicines, Inc. common stock, representing 4.9% of the class as of 03/31/2026. The filing states the Asset Managers exercise shared voting and shared dispositive power over the reported shares and disclaims rights to dividends or sale proceeds. The filing notes that none of the Managed Portfolios individually owns more than 5% of the class. The amendment is signed on 5/15/2026.
Revolution Medicines reported a larger net loss for the quarter ended March 31, 2026 as it sharply increased investment in late-stage oncology programs. Net loss was $453.8 million, compared with $213.4 million a year earlier, driven mainly by higher research and development and stock-based compensation expenses.
Research and development spending rose to $344.0 million, while general and administrative costs reached $101.3 million. The company held $1.91 billion in cash, cash equivalents and marketable securities and believes this will fund operations for at least 12 months. It also expanded financing capacity through at-the-market equity programs, a royalty funding agreement with Royalty Pharma, and, after quarter-end, large common stock and convertible notes offerings.
Revolution Medicines reported first quarter 2026 results alongside major clinical and financing updates. Lead RAS(ON) inhibitor daraxonrasib showed a median overall survival of 13.2 months versus 6.7 months with chemotherapy in the Phase 3 RASolute 302 pancreatic cancer trial (hazard ratio 0.40; p<0.0001). The company plans global regulatory submissions, including a New Drug Application to the FDA, and has begun an Expanded Access Program for previously treated pancreatic cancer.
The pipeline advanced across pancreatic, lung and colorectal cancer with multiple ongoing or planned Phase 3 studies for daraxonrasib and zoldonrasib. Financially, Revolution Medicines strengthened its balance sheet with upsized April offerings totaling $2.225 billion in gross proceeds, including $1.725 billion of common stock and $500 million of 0.50% convertible senior notes due 2033. Cash, cash equivalents and marketable securities were $1.9 billion as of March 31, 2026.
Higher R&D and G&A spending, driven by clinical expansion and increased stock-based compensation, resulted in a net loss of $453.8 million for the quarter and updated full year 2026 GAAP operating expense guidance of $1.7 to $1.8 billion.
Revolution Medicines, Inc. (RVMD) insider Anthony Mancini reported a pre-planned exercise-and-sell transaction in company stock. On April 27, 2026, he exercised stock options for 3,120 shares of common stock at an exercise price of $33.62 per share.
The same day, he executed three open-market sales totaling 3,120 shares of common stock at weighted average prices around $131–$134 per share, under a Rule 10b5-1 trading plan adopted on December 24, 2025. Following these transactions, he held 54,400 shares or restricted stock units directly, according to the filing.