STOCK TITAN

40,000 Tilly's (NYSE: TLYS) stock options granted to officer

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

TILLY'S, INC. officer Michael Joseph Cingolani received a grant of stock options covering 40,000 shares of Class A Common Stock. The options have an exercise price of $4.20 per share and expire on April 1, 2036.

The options were awarded as compensation and are not an open-market purchase. According to the terms, they vest in four equal annual installments on each anniversary of the April 1, 2026 grant date, as long as he continues employment or service with the company through each vesting date. Following this grant, he holds 40,000 stock options directly.

Positive

  • None.

Negative

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Insider Cingolani Michael Joseph
Role See Remarks
Type Security Shares Price Value
Grant/Award Stock Option (Right to Buy) 40,000 $0.00 --
Holdings After Transaction: Stock Option (Right to Buy) — 40,000 shares (Direct)
Footnotes (1)
  1. [object Object]
Option grant size 40,000 options Stock Option (Right to Buy) granted April 1, 2026
Exercise price $4.20 per share Exercise price for Class A Common Stock underlying options
Underlying shares 40,000 shares Class A Common Stock underlying granted options
Expiration date April 1, 2036 Option term end date
Post-grant derivative holdings 40,000 options Total stock options held following this transaction
Vesting schedule 4 equal annual installments Each anniversary of April 1, 2026, subject to continued service
Stock Option (Right to Buy) financial
"security_title: "Stock Option (Right to Buy)""
Class A Common Stock financial
"underlying_security_title: "Class A Common Stock""
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
exercise price financial
"conversion_or_exercise_price: "4.2000""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
vesting financial
"The options vest in four equal annual installments"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
grant date financial
"anniversaries of the April 1, 2026 grant date"
The grant date is the day a company formally gives an employee or contractor the right to receive stock-based compensation, such as stock options or restricted shares. It matters to investors because it fixes key terms—like the price, the start of the ownership clock, and when the award will affect the company’s financial statements and share count—so it can influence dilution, reported expenses, and potential future selling pressure.
SEC Form 4
FORM 4UNITED 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
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
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*
Cingolani Michael Joseph

(Last)(First)(Middle)
C/O TILLY'S, INC.
10 WHATNEY

(Street)
IRVINE CALIFORNIA 92618

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
TILLY'S, INC. [ TLYS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
See Remarks
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option (Right to Buy)$4.204/01/2026A40,000 (1)04/01/2036Class A Common Stock40,000$040,000D
Explanation of Responses:
1. The options vest in four equal annual installments on each of the next four anniversaries of the April 1, 2026 grant date, subject to the Reporting Person's continued employment with or service to the Issuer through the applicable vesting date.
Remarks:
The Reporting Person is Chief Merchandising Officer
/s/ Michael L. Henry, Attorney-in-Fact for Michael Joseph Cingolani04/01/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did the TILLY'S (TLYS) insider transaction report for Michael Joseph Cingolani?

The filing shows Michael Joseph Cingolani received stock options for 40,000 shares of TILLY'S Class A Common Stock. These compensation-related options give him the right to buy shares at a fixed price in the future, rather than reflecting an open-market stock purchase.

What is the exercise price of the new TILLY'S (TLYS) stock options?

The granted stock options carry an exercise price of $4.20 per share. This means Cingolani can buy Class A Common Stock at $4.20 if he exercises vested options before they expire, regardless of the market price at that time.

How many TILLY'S (TLYS) shares are covered by Cingolani’s new options?

The option grant covers 40,000 shares of TILLY'S Class A Common Stock. Each option relates to one underlying share, giving him potential future ownership if the options vest and he chooses to exercise them before expiration.

When do Michael Joseph Cingolani’s TILLY'S (TLYS) options vest?

The options vest in four equal annual installments on each anniversary of the April 1, 2026 grant date. Vesting is conditioned on his continued employment or service with TILLY'S through each applicable vesting date, spreading the benefit over four years.

When do the newly granted TILLY'S (TLYS) stock options expire?

The stock options expire on April 1, 2036. Cingolani must exercise any vested options before this expiration date to acquire shares at the $4.20 exercise price; after that date, any unexercised options will lapse.

Is Cingolani’s TILLY'S (TLYS) Form 4 transaction a stock purchase or a grant?

The Form 4 reflects a grant or award acquisition of derivative securities, not an open-market stock purchase. Cingolani received 40,000 stock options as compensation, giving him the right to buy shares later rather than immediately buying stock in the market.