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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.
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.
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.