Welcome to our dedicated page for Revolution Medicines SEC filings (Ticker: RVMD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Horn Margaret A reported acquisition or exercise transactions in this Form 4 filing.
Revolution Medicines, Inc. Chief Operating Officer Margaret A. Horn reported equity awards consisting of a stock option for 47,600 shares and a grant of 21,100 shares of common stock. The option vests in equal monthly installments over four years starting March 1, 2026, contingent on her continued service.
Revolution Medicines, Inc. reported that General Counsel Jeff Cislini received equity awards. He was granted a stock option for 32,500 shares at an exercise price of $0.00 and an award of 14,500 shares of common stock. The option vests in equal monthly installments over four years starting on March 1, 2026, becoming fully vested on the fourth anniversary, subject to his continued service.
Revolution Medicines, Inc. reported that Chief Financial Officer Anders Jack acquired new equity awards. On March 1, 2026, he received a stock option covering 45,400 shares at an exercise price of $0.00 per share and a grant of 20,200 shares of common stock, both recorded as direct ownership.
The filing states that shares held include 62,538 restricted stock units. The option vests in equal monthly installments over 48 months starting March 1, 2026, so that all 45,400 option shares are fully vested and exercisable by the fourth anniversary, contingent on his continued service.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice listing a proposed sale of 3,000 common shares of the issuer. The filing also reports that Mark A. Goldsmith sold 15,394 common shares on 12/16/2025 for $1,182,525.52.
Mark A. Goldsmith reported the sale of 15,394 common shares on 12/16/2025 for $1,182,525.52 as shown in the Form 144 excerpt. The filing names Morgan Stanley Smith Barney LLC with a listed quantity of 3,000 shares in the securities table.
Mark A. Goldsmith provided notice under Form 144 of proposed transactions in common stock. The filing shows a prior sale of 15,394 common shares on 12/16/2025 for $1,182,525.52. It also lists a proposed transaction involving 30,000 common shares on 03/02/2026 tied to an exercise of stock options through Morgan Stanley Smith Barney LLC with $3,060,600.00 shown in the excerpt.
Revolution Medicines, Inc. is registering shares of its common stock for sale under a replacement at-the-market sales agreement with TD Securities (USA) LLC to offer up to $1,000,000,000 in aggregate offering price of common stock, subject to market conditions.
The sales agreement, dated February 25, 2026, replaces a prior agreement dated August 7, 2024. The filing states 197,001,401 shares outstanding as of December 31, 2025 and notes the last reported sale price of $102.74 per share on February 19, 2026. Sales may occur in negotiated transactions, block trades or other methods permitted by law, and TD Cowen may act as agent or principal; compensation is up to 3.0% of gross proceeds.
Revolution Medicines, Inc. is a clinical-stage precision oncology company focused on small-molecule drugs that directly inhibit activated RAS proteins in cancer. It reported that it remains pre-revenue, expects continued losses and will require substantial additional financing to advance its pipeline.
The company’s lead RAS(ON) inhibitor, daraxonrasib (RMC-6236), is in multiple global Phase 3 trials for pancreatic cancer and a Phase 3 trial for RAS‑mutant non-small cell lung cancer and has U.S. FDA Breakthrough Therapy and Orphan Drug designations in pancreatic settings. Zoldonrasib and elironrasib also hold Breakthrough Therapy designations in specific KRAS‑mutant lung cancer populations.
Early‑phase data across pancreatic, lung and colorectal cancers showed objective response rates generally ranging from the mid‑20% range to above 60% in selected settings, with high disease control rates. Revolution Medicines is also advancing additional mutant‑selective RAS(ON) agents, planning a new RAS(ON) inhibitor class, and expanding collaborations with Amgen, Bristol Myers Squibb, Summit, Tango and others.
Revolution Medicines reported larger losses for the fourth quarter and full year 2025 as it ramped investment in its late-stage oncology pipeline. Fourth-quarter net loss was $364.9 million, compared with $194.6 million a year earlier, and full-year net loss reached $1.1 billion versus $600.1 million.
Research and development expenses grew to $987.3 million in 2025 and general and administrative costs to $195.0 million, reflecting multiple Phase 3 programs and commercial preparation. The company ended 2025 with $2.0 billion in cash, cash equivalents and marketable securities and has $1.75 billion of additional committed capital from its Royalty Pharma arrangement.
The pipeline now includes five ongoing Phase 3 trials and several more planned for 2026 across pancreatic, lung and colorectal cancers, centered on its RAS(ON) inhibitors daraxonrasib, zoldonrasib and elironrasib. For 2026, Revolution Medicines guides to GAAP operating expenses of $1.6–$1.7 billion, including $180–$200 million of non-cash stock-based compensation.
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.