Tilly's, Inc. filings document the public-company record for a specialty retailer of casual apparel, footwear, and accessories. Recent 8-K reports furnish earnings releases under Item 2.02, covering quarterly and annual operating results, financial condition, and related exhibits.
The company's proxy and current reports also disclose governance and compensation matters, including director and executive compensation, appointments of senior officers, compensatory arrangements, and amendments to the Third Amended and Restated Tilly's 2012 Equity and Incentive Award Plan. These records include equity award terms tied to the company's Class A common stock and board-level compensation approvals.
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.