Form 4: Revolution Medicines Director Elizabeth Anderson Increases Stake with RSU and Stock Option Grants

Revolution Medicines, Inc. Director Elizabeth M. Anderson acquired 3,142 Restricted Stock Units and 11,574 stock options on June 26, 2025, increasing her beneficial ownership in the company.

Summary

• Elizabeth M. Anderson, a Director of Revolution Medicines, Inc. (RVMD), acquired additional equity on June 26, 2025.
• She was granted 3,142 Restricted Stock Units (RSUs) at a price of $0.
• She also received a grant of 11,574 stock options with an exercise price of $37.48 per share and an expiration date of June 26, 2035.
• These stock options are set to vest in full on the earlier of June 26, 2026, or immediately prior to the Annual Meeting following the grant date, provided she remains a Service Provider.
• Following these transactions, her direct beneficial ownership of common stock increased to 23,215 shares, which includes the newly acquired RSUs.
• Additionally, she indirectly beneficially owns 26,990 shares of common stock through the David W. Anderson 1996 Irrevocable Trust.
• Her total beneficial ownership of common stock (direct and indirect) is now 50,205 shares, in addition to the 11,574 stock options.

Sentiment

Score: 7

Explanation: The acquisition of additional equity by a director, particularly through grants of RSUs and stock options, is generally a positive signal as it increases insider alignment with shareholder interests. No negative transactions were reported.

Positives

• Director Elizabeth M. Anderson increased her direct beneficial ownership in Revolution Medicines, Inc. by acquiring 3,142 Restricted Stock Units (RSUs) and 11,574 stock options.
• The acquisition of RSUs and stock options at a $0 grant price (for the RSU and option grant itself) indicates equity compensation, aligning the director's interests with long-term shareholder value.
• The vesting schedule for the stock options encourages continued service and commitment from the director.

Future Outlook

The document does not contain explicit forward-looking statements or guidance regarding the company's future performance or strategic direction, beyond the vesting schedule of the granted options.

Industry Context

This Form 4 filing reports an insider equity grant, which is a routine compensation event in the biotechnology and pharmaceutical industry, common for directors to align their interests with company performance. It does not provide broader industry trends or competitive analysis.

Comparison to Industry Standards

• This Form 4 filing details an individual insider transaction and does not provide information for comparison to global benchmarks, specific comparable companies, projects, or results. Equity grants to directors are standard practice across industries, including biotech, to incentivize long-term commitment and performance.

Related Party Transactions

• The document notes indirect beneficial ownership of 26,990 common shares held by the David W. Anderson 1996 Irrevocable Trust, which is a related party. This is a disclosure of existing ownership, not a new transaction.

Stakeholder Impact

• Shareholders: Increased alignment of director's interests with shareholders due to increased equity ownership.

Next Steps

• The 11,574 stock options are subject to vesting on the earlier of June 26, 2026, or immediately prior to the Annual Meeting following the grant date, contingent on the Reporting Person remaining a Service Provider.

Key Dates

Recommendation

Keywords

Revolution Medicines, RVMD, SEC Form 4, Insider Trading, Director Compensation, Restricted Stock Units, Stock Options, Equity Grant, Beneficial Ownership, Corporate Governance