Stitch Fix SEC Filings

David Aufderhaar, Chief Financial Officer and Director of Stitch Fix, Inc. (SFIX), reported a non‑derivative transaction dated 09/17/2025 in which 29,741 shares of Class A common stock were disposed (D) at a reported price of $5.48 per share. The filing states these shares were withheld by the company to satisfy a tax withholding obligation in connection with the vesting of restricted stock units. Following the transaction, the reporting person beneficially owns 907,597 shares. The Form 4 was signed on behalf of Mr. Aufderhaar by an attorney‑in‑fact on 09/22/2025. The filing reflects a routine equity withholding event related to executive compensation rather than an open‑market sale.

Anthony Bacos, Stitch Fix (SFIX) Chief Product/Technology Officer, reported option exercise and open-market sales executed under a Rule 10b5-1 plan. He exercised an employee stock option to acquire 60,000 Class A shares at an exercise price of $3.99 on 09/19/2025, increasing exercisable option holdings by 60,000 shares. On the same date he sold a total of 90,000 Class A shares in multiple transactions: 60,000 sold at a weighted average price of $5.6135 and 30,000 sold at a weighted average price of $5.6141, with the underlying sale prices ranging from $5.545 to $5.695 per share. Following these transactions he beneficially owns 602,543 Class A shares.

Anthony Bacos, Stitch Fix (SFIX) Chief Product/Technology Officer, reported option exercise and open-market sales executed under a Rule 10b5-1 plan. He exercised an employee stock option to acquire 60,000 Class A shares at an exercise price of $3.99 on 09/19/2025, increasing exercisable option holdings by 60,000 shares. On the same date he sold a total of 90,000 Class A shares in multiple transactions: 60,000 sold at a weighted average price of $5.6135 and 30,000 sold at a weighted average price of $5.6141, with the underlying sale prices ranging from $5.545 to $5.695 per share. Following these transactions he beneficially owns 602,543 Class A shares.

Stitch Fix, Inc. (SFIX) Form 144 notice reports a proposed sale of 90,000 common shares through Charles Schwab & Co., with an aggregate market value of $505,230.00 and an approximate sale date of 09/19/2025 on NASDAQ. The filing shows the shares were acquired as equity compensation: 30,000 shares from a restricted stock lapse on 09/17/2025 and 60,000 shares via an employee stock option exercise on 09/19/2025 (cashless exercise). The filer also sold 90,000 shares on 07/22/2025 for gross proceeds of $450,347.00. The notice contains the required representation that the seller is not aware of undisclosed material adverse information.

Stitch Fix, Inc. (SFIX) Form 144 notice reports a proposed sale of 90,000 common shares through Charles Schwab & Co., with an aggregate market value of $505,230.00 and an approximate sale date of 09/19/2025 on NASDAQ. The filing shows the shares were acquired as equity compensation: 30,000 shares from a restricted stock lapse on 09/17/2025 and 60,000 shares via an employee stock option exercise on 09/19/2025 (cashless exercise). The filer also sold 90,000 shares on 07/22/2025 for gross proceeds of $450,347.00. The notice contains the required representation that the seller is not aware of undisclosed material adverse information.

Stitch Fix director Katrina M. Lake reported conversions of Class B into Class A shares and subsequent sales executed under a Rule 10b5-1 plan. The filing shows conversion of 51,205 Class B shares (held in a revocable trust) into 51,205 Class A shares and conversion of 101,150 Class B shares into 101,150 Class A shares. Those converted Class A shares were sold under a prearranged 10b5-1 plan at weighted average prices of $5.0433 and $5.0706 per share, respectively, reducing those particular trust holdings to zero. After the transactions, the Katrina M. Lake Revocable Trust retained beneficial indirect ownership of 7,609,988 Class A shares.

Form 144 notice for Stitch Fix, Inc. (SFIX) shows a proposed sale of 152,355 common shares through Charles Schwab & Co., with an aggregate market value of $771,138 and an approximate sale date of 09/02/2025 on NASDAQ. The shares were acquired as founders shares on 05/23/2016 and listed as a founder contribution. The filing reports recent dispositions by the same related party (Katrina Lake TTEE): 453,485 shares on 07/22/2025 for $2,295,241, 151,115 shares on 07/23/2025 for $783,475, and 151,150 shares on 08/13/2025 for $760,147. Total shares outstanding are reported as 114,225,435. Several administrative fields (filers' contact details, issuer address, signature, and notice date) are not provided in the supplied content.

Director Katrina M. Lake reported insider transactions on 08/13/2025 involving conversions of Class B into Class A shares and sales conducted under a Rule 10b5-1 plan. The filing shows conversion of 151,150 shares of Class B Common Stock into Class A Common Stock, followed by dispositions of 151,150 Class A shares sold under a 10b5-1 plan at weighted average prices of $5.0211 and $5.033 per share. The Form 4 identifies two trusts: the John C. Clifford and Katrina M. Lake Revocable Trust (holding certain converted shares) and the Katrina M. Lake Revocable Trust (holding converted shares and larger Class A holdings after conversion). Transactions were executed pursuant to an established 10b5-1 plan and are reported by an attorney-in-fact signature.

Disciplined Growth Investors, Inc. reported beneficial ownership of 18,565,002 shares of Stitch Fix, Inc. common stock, representing 16.3% of the class. The filer states it has sole dispositive power over all 18,565,002 shares and sole voting power over 17,126,353 shares, with no shared voting or dispositive power. The filing is a Schedule 13G amendment dated 08/14/2025 and includes a certification that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The report identifies the filers address in Minneapolis and the issuers principal office in San Francisco.

Fund 1 Investments, LLC reports beneficial ownership of 9,943,821 shares of Stitch Fix Class A common stock, representing 8.71% of the outstanding Class A based on 114,225,435 shares outstanding. The filing shows no sole voting or dispositive power and shared voting and dispositive power over all 9,943,821 shares. The shares are held for private investment vehicles advised by Pleasant Lake Partners LLC, for which Fund 1 Investments serves as managing member; Jonathan Lennon is identified as the managing member of Fund 1 Investments. The filing also discloses that PLP Funds Master Fund LP has the right to receive dividends or sale proceeds for more than 5% of the Class A stock. The filer affirms the securities were acquired and are held in the ordinary course of business and not for the purpose of changing control.

Stitch Fix Form 144 reports proposed and recent insider sales. The notice shows a proposed sale of 151,150 common shares through Charles Schwab with an aggregate market value of $760,147 slated for 08/13/2025. The securities were acquired as founder shares on 05/23/2016.

The filing also discloses prior sales by Katrina Lake TTEE in July 2025: 453,485 shares (proceeds $2,295,241) on 07/22/2025 and 151,115 shares (proceeds $783,475) on 07/23/2025. Those July sales total 604,600 shares for $3,078,716. Outstanding shares are listed as 114,225,435, so the combined July sales and the proposed sale equal 755,750 shares (~0.66% of outstanding shares).