Welcome to our dedicated page for Tillys SEC filings (Ticker: TLYS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Tilly’s, Inc. (NYSE: TLYS) SEC filings page on Stock Titan brings together the company’s key regulatory disclosures, with AI-powered tools to help interpret them. Tillys is a specialty retailer of casual apparel, footwear, accessories, and hardgoods for young men, young women, boys, and girls, and its filings provide detailed insight into how this youth-focused retail business operates.
Tillys regularly files Current Reports on Form 8-K to furnish earnings press releases under Item 2.02, "Results of Operations and Financial Condition." These filings attach the full text of the company’s quarterly and annual earnings releases, which include net sales, comparable net sales, gross profit, SG&A expenses, operating income or loss, income tax expense or benefit, and net income or loss. They also break out the performance of physical stores and e-commerce, discuss inventory levels and liquidity, and present management’s outlook for upcoming periods.
The company also uses Form 8-K under Item 5.02 to report leadership and governance changes. For example, an 8-K describes the appointment of Nathan (Nate) Smith as President and Chief Executive Officer and as a director, effective August 18, 2025, and outlines the key terms of his employment offer letter, including base salary, bonus opportunities, equity awards, relocation support, and severance provisions. These disclosures provide transparency into executive compensation and board-level decisions.
On Stock Titan, AI-generated summaries highlight the most important points from Tillys’ filings, helping users quickly understand the implications of lengthy documents. Real-time updates from EDGAR ensure that new 8-Ks and other filings are available as soon as they are posted. Users can review earnings-related disclosures, leadership changes, and other material events without reading every line of the underlying documents.
For investors and researchers following TLYS, this filings page offers a structured view of how Tillys reports its financial condition, operational performance, and corporate governance actions through the SEC reporting framework, supported by AI tools that clarify complex sections and surface key themes.
Tilly’s, Inc. furnished an earnings press release covering its second quarter ended August 2, 2025. The company submitted the release as Exhibit 99.1 to this current report. The information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, which means it is not subject to Section 18 liability under the Exchange Act and is not automatically incorporated into other Securities Act or Exchange Act filings. The report is signed on behalf of the company by Executive Vice President and Chief Financial Officer Michael L. Henry.
Nomura Holdings, Inc. and its subsidiary Nomura Global Financial Products, Inc. report shared beneficial ownership of 850,580 shares of Tilly's, Inc. Class A common stock, representing 3.7% of the outstanding Class A shares based on 22,845,799 shares outstanding as of June 3, 2025. The filing states all voting and dispositive power is shared and that the shares are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer. The report lists issuer and filer addresses and includes a joint filing agreement and a subsidiary exhibit.
Shay Capital LLC and Shay Capital Holdings LLC report beneficial ownership of 3,390,000 shares of Tilly's, Inc. Class A common stock, representing 14.84% of the class. The filing states Shay Capital LLC holds sole voting and dispositive power over those shares and that the reported amount includes 30,000 shares issuable upon exercise of options. Both reporting persons are organized in Delaware and list their principal business address as 280 Park Avenue, 5th Floor West, New York, NY 10017.
The filing is a Schedule 13G amendment indicating the holdings are not intended to influence control of the issuer. Signatures show Elan Foxman, Chief Financial Officer, signed on behalf of both entities on 08/14/2025. The issuer is identified as Tilly's, Inc., with principal offices at 10 Whatney, Irvine, CA 92618 and CUSIP 886885102.
Shay Capital LLC, identified as a director of Tilly's (TLYS), purchased 35,000 shares on 08/08/2025 at $1.4221 and 25,000 shares on 08/11/2025 at $1.2922, bringing its direct holdings to 3,360,000 shares. The filing states Shay Capital Holdings LLC, the sole manager of Shay Capital LLC, may be deemed to beneficially own these reported shares but does not own other TLYS securities.
Form 4 highlights: Between 07/28-07/30 2025, 10% owner Shay Capital LLC executed three open-market purchases of Tilly's (TLYS) common stock, totaling 100,000 shares at prices ranging from $1.8514-$2.0338. Post-transaction direct holdings stand at 3,300,000 shares. The filing states that Shay Capital Holdings LLC may also be deemed the beneficial owner of these shares but reports no additional derivative positions.