Form 4: Revolution Medicines CEO Sells Shares for Tax Obligations

Revolution Medicines CEO Mark A. Goldsmith sold 15,394 shares of common stock to cover tax withholding obligations from RSU vesting.

Summary

• Mark A. Goldsmith, President and Chief Executive Officer of Revolution Medicines, Inc. (RVMD), sold 15,394 shares of common stock.
• The transaction occurred on December 16, 2025, at a price of $76.8173 per share.
• The sale was executed under a Rule 10b5-1 plan adopted on May 31, 2023.
• The purpose of the sale was to satisfy tax withholding obligations arising from the vesting of restricted stock units (RSUs) after July 15, 2023.
• Following the transaction, Mr. Goldsmith directly holds 232,469 shares, which include 168,763 restricted stock units.
• He also indirectly holds 67,424 shares through the Jonathan Goldsmith Revocable Trust, 67,424 shares through the Rebecca Goldsmith Revocable Trust, and 570,050 shares through the Mark A. Goldsmith and Anne E. Midler 2002 Revocable Living Trust.

Sentiment

Score: 5

Explanation: The transaction is a routine, non-discretionary sale by an executive to cover tax obligations from RSU vesting, executed under a pre-arranged 10b5-1 plan. This is a neutral event with no significant positive or negative implications for the company's fundamentals or future prospects.

Positives

• The sale was pre-planned under a Rule 10b5-1 plan, indicating a non-discretionary transaction rather than a reaction to new information.
• The sale was for tax withholding purposes, a common and routine event for executives receiving equity compensation.

Negatives

• A reduction in direct beneficial ownership by a key executive, although for a routine tax purpose.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Minimal impact as it is a routine, non-discretionary sale for tax purposes, not indicative of a change in management's view of the company.
• Employees: No direct impact.
• Customers: No direct impact.
• Suppliers: No direct impact.
• Creditors: No direct impact.

Key Dates

Recommendation

The reported transaction is a routine, non-discretionary sale by the CEO to cover tax withholding obligations from RSU vesting, executed under a pre-arranged 10b5-1 plan. Such transactions are common and generally do not reflect a change in management's confidence in the company's future or its operational performance. Therefore, this filing alone does not provide a basis for a change in investment recommendation; a 'hold' stance is appropriate pending further fundamental analysis.

Keywords

Revolution Medicines, RVMD, Mark A. Goldsmith, Insider Trading, Form 4, Stock Sale, CEO, Restricted Stock Units, RSU, Tax Withholding, 10b5-1 Plan