Every Form 4 that Tilly's Inc. (TLYS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow TLYS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TLYS filings page.
TILLY'S, INC. (TLYS) reported that Fund 1 Investments, LLC, a ten percent owner, executed a series of open-market sales totaling 2,256,335 shares of Class A common stock from September 3 to September 8, 2026, at prices between approximately $4.14 and $4.67 per share, all reported as indirectly owned.
The shares are held by private investment vehicles for which Pleasant Lake Partners LLC is investment adviser; Fund 1 Investments, LLC is managing member of Pleasant Lake Partners LLC, and Jonathan Lennon is managing member of Fund 1 Investments, LLC. Fund 1 Investments, LLC disclaims beneficial ownership of the securities except to the extent of its pecuniary interest. No Rule 10b5-1 trading plan is reported.
TILLY'S, INC. Chief Merchandising Officer Michael Joseph Cingolani reported an open-market sale of Class A Common Stock. He sold 11,250 shares at a weighted average price of $5.2697 per share, in multiple trades between $5.25 and $5.32.
After this transaction, he directly holds 113,750 shares of Class A Common Stock. The sale reflects a reduction in his direct ownership while maintaining a substantial remaining position in the company.
Collier Douglas P reported acquisition or exercise transactions in this Form 4 filing.
Tilly's, Inc. director Douglas P. Collier reported an equity award and updated share holdings. He received 15,444 shares of Class A Common Stock as a restricted stock grant at $0.00 per share. These restricted shares vest in two equal annual installments on each of the next two anniversaries of the grant date. Following this grant, he holds 152,511 Class A shares directly and 44,793 Class A shares indirectly through The Collier Family Trust, reflecting a primarily compensation-related, non‑market transaction.
Aragones Teresa Luna reported acquisition or exercise transactions in this Form 4 filing.
TILLY'S, INC. director Teresa Luna Aragones reported an award of 15,444 shares of Class A Common Stock as a grant of restricted stock. The shares vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Following this award, she directly holds 119,110 shares of Class A Common Stock.
Relich Michael reported acquisition or exercise transactions in this Form 4 filing.
TILLY'S, INC. director Michael Relich received a grant of 15,444 shares of Class A Common Stock as a stock award. The shares are in the form of restricted stock that vests in two equal annual installments on each of the next two anniversaries of the grant date. Following this award, Relich directly holds 81,018 shares of Class A Common Stock.
JOHNSON SETH R reported acquisition or exercise transactions in this Form 4 filing.
TILLY'S, INC. director Seth R. Johnson reported receiving a grant of 15,444 shares of Class A common stock as an equity award. The filing states these shares are restricted stock that will vest in two equal annual installments on each of the next two anniversaries of the grant date. Following this grant, Johnson directly holds 174,363 shares of Class A common stock.
KERR JANET reported acquisition or exercise transactions in this Form 4 filing.
TILLY'S, INC. director Janet Kerr reported compensation-related equity activity in Class A Common Stock. She received a grant of 15,444 shares of restricted stock at $0.00 per share, which vest in two equal annual installments on each of the next two anniversaries of the grant date.
Following the grant, Kerr directly holds 89,526 Class A shares. In addition, 20,488 Class A shares are held indirectly through the Janet Kerr Living Trust, a revocable living trust of which she is trustee. The filing reflects equity compensation and updated ownership, not an open‑market purchase or sale.
TILLY'S, INC. reported that CFO Henry Michael 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. They vest in four equal annual installments on each anniversary of the April 1, 2026 grant date, contingent on his continued employment or service.
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.
TILLY'S, INC. director and officer Hezy Shaked 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 award vests in four equal annual installments on each of the next four anniversaries of the April 1, 2026 grant date, conditioned on his continued employment or service with the company. Following this grant, Shaked holds 40,000 stock options directly.
Shay Capital LLC, a 10% owner of TILLY'S, INC., reported an open-market sale of 20,000 shares of Common Stock on March 20, 2026 at a price of $3.7037 per share.
After this transaction, Shay Capital LLC directly holds 2,315,000 Tilly's shares, indicating a small reduction in its overall position.
Shay Capital LLC, a 10% owner of TILLY'S, INC., sold 1,025,000 shares of Common Stock in an open-market transaction. The sale occurred at an average price of $2.5522 per share. After this transaction, Shay Capital LLC directly holds 2,335,000 shares, indicating it remains a significant shareholder despite the sizable sale.
TILLY'S, INC. director and officer Nathan Michael Smith reported a restructuring of his stock option awards. On February 26, 2026, previously granted options covering 900,000 shares were canceled by mutual agreement with the company for no consideration. On the same date, he received new stock option grants covering 900,000 shares each.
One new award vests over four years, with 25% vesting on September 8, 2026 and monthly vesting of 18,750 options through September 8, 2029, subject to continued employment. Another award is performance-based, with options potentially earned over a performance period through the option’s 10‑year life ending on September 8, 2035, up to a maximum of 900,000 shares based on stock price performance and service through August 18, 2026.
Tilly's, Inc. (TLYS) insiders—Fund 1 Investments, Pleasant Lake Partners LLC, and PLP Funds Master Fund LP—reported a distribution of 116,611 Class A common shares on 10/03/2025 for no consideration to certain unaffiliated limited partners on a pro rata basis. After the distribution, the Reporting Persons collectively beneficially own 8,058,268 Class A shares, held indirectly. The filing clarifies that the shares are held for the benefit of the Master Fund and related private vehicles and that each Reporting Person disclaims beneficial ownership except to the extent of any pecuniary interest. Signatures indicate the form was executed on 10/07/2025.