Form 4: Revolution Medicines Director Alexis Borisy Reports Significant Equity Grants

Revolution Medicines, Inc. Director and 10% Owner Alexis Borisy reported the acquisition of 3,142 Restricted Stock Units and 11,574 stock options, increasing his beneficial ownership in the company.

Summary

• Alexis Borisy, a Director and 10% Owner of Revolution Medicines, Inc. (RVMD), reported transactions on June 26, 2025.
• Acquired 3,142 shares of Common Stock in the form of Restricted Stock Units (RSUs) at a price of $0 per share.
• Acquired 11,574 Stock Options (Right to Buy) with an exercise price of $37.48 per share.
• Following these transactions, Alexis Borisy beneficially owns 2,338,884 shares of Common Stock.
• The 11,574 stock options are also beneficially owned, bringing the total derivative securities to 11,574.
• The stock options are exercisable immediately and expire on June 26, 2035.
• The shares subject to the option shall vest in full on the earlier of (i) the first anniversary of June 26, 2025, or (ii) immediately prior to the Annual Meeting following the date of grant, contingent on the Reporting Person remaining a Service Provider through the vesting date.

Sentiment

Score: 7

Explanation: The sentiment is moderately positive as the acquisition of additional equity by a director and 10% owner indicates increased alignment of interests with the company's long-term performance and shareholder value.

Positives

• The acquisition of additional equity by a Director and 10% Owner, Alexis Borisy, signals increased alignment of insider interests with shareholder value.
• The grant of Restricted Stock Units at $0 per share and stock options provides a direct incentive for the director to contribute to the company's long-term success.

Future Outlook

The stock options granted to Alexis Borisy are subject to a vesting schedule, with full vesting occurring on the earlier of the first anniversary of June 26, 2025, or immediately prior to the Annual Meeting following the grant date, provided he remains a Service Provider.

Industry Context

This Form 4 filing reflects routine insider equity compensation within the biotechnology and pharmaceutical industry, where attracting and retaining key talent, including directors, often involves significant equity grants to align long-term interests.

Related Party Transactions

• The reported transactions involve the acquisition of equity by Alexis Borisy, a Director and 10% Owner of Revolution Medicines, Inc., which constitutes a related party transaction as it is an insider dealing with the company.

Stakeholder Impact

• Shareholders: The grants increase the alignment of a significant insider's financial interests with the company's performance, potentially benefiting long-term shareholder value. There is also potential for future dilution if options are exercised, though this is typical for equity compensation.
• Management/Directors: Alexis Borisy's compensation package is enhanced, providing further incentive for his continued service and contributions to the company's strategic direction.

Next Steps

• Vesting of the 11,574 stock options on the earlier of June 26, 2026, or immediately prior to the Annual Meeting following the grant date, subject to continued service.

Key Dates

Keywords

Revolution Medicines, RVMD, SEC Form 4, Insider Trading, Stock Options, Restricted Stock Units, Equity Compensation, Director Ownership, Biotechnology, Pharmaceuticals