Form 4: SFIX reports 526,952 PSUs for CTO; performance-based

Rhea-AI Filing Summary

Stitch Fix (SFIX) filed a Form 4 reporting that Chief Product/Technology Officer Anthony Bacos received 526,952 Performance Stock Units (PSUs), each representing one share of Class A common stock at a price of $0. The Compensation Committee certified FY25 performance achievement on September 22, 2025 based on Adjusted EBITDA, net revenue, and Active Client targets.

Vesting is service-based: 5/12 on December 17, 2025, with the remaining 1/12 in each of the next seven quarterly vesting dates, subject to continuous service. The award is reported as Direct (D) ownership.

Insights

Equity compensation analyst

Form 4 lists a performance-based PSU grant with staged vesting.

Stitch Fix disclosed a grant of 526,952 PSUs to its CPTO, each convertible into one Class A share upon vesting. The performance component was certified on September 22, 2025 using Adjusted EBITDA, net revenue, and Active Client targets.

The vesting schedule is service-based: 5/12 on December 17, 2025, then 1/12 quarterly over seven additional dates, contingent on continuous service. Actual share delivery follows these terms.

This is an administrative disclosure of executive equity compensation; market impact depends on future vesting and settlement outcomes.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Bacos Anthony

(Last) (First) (Middle)

1 MONTGOMERY STREET

(Street)

SAN FRANCISCO CA 94104

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Stitch Fix, Inc. [ SFIX ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Prod/Technology Officer

3. Date of Earliest Transaction (Month/Day/Year)
09/22/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Performance Stock Unit	(1)	09/22/2025		A		526,952		(2)	(2)	Class A Common Stock	526,952	$0	526,952	D

Explanation of Responses:

1. Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.

2. The PSUs are based on the achievement of Adjusted EBITDA, net revenue, and Active Client targets in FY25. The Compensation Committee certified achievement on September 22, 2025 and the PSUs will vest based upon the following service conditions: 5/12 will vest on December 17, 2025 and the remainder will vest in quarterly installments of 1/12 over the next 7 quarterly vesting dates. The award is subject to the recipient's continuous service.

Remarks:

	/s/ Casey O'Connor, Attorney-in-Fact for Anthony Bacos	10/17/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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