Form 4: Revolve CFO Timmermans Reports RSU Vesting, Stock Option Grant

Revolve Group's CFO, Jesse Timmermans, reported the vesting of restricted stock units and the grant of new stock options, reflecting executive compensation.

Summary

• Jesse Timmermans, Chief Financial Officer of Revolve Group, Inc. (RVLV), reported transactions related to his beneficial ownership.
• On March 1, 2026, 17,389 shares of Class A Common Stock were acquired due to the vesting of restricted stock units (RSUs) at a price of $0.
• These RSUs were granted subject to performanceand service-based vesting requirements, with performance conditions certified by the Compensation Committee on February 17, 2026.
• Concurrently, 6,239 shares of Class A Common Stock were disposed of at $25.16 per share to cover tax withholding obligations upon the RSU vesting.
• Following these transactions, Timmermans beneficially owns 22,760 shares of Class A Common Stock directly.
• Additionally, on March 1, 2026, 53,657 derivative securities in the form of stock options were acquired at an exercise price of $25.16.
• These stock options will vest over five years, with 1/5th becoming exercisable annually starting March 1, 2027, and fully vested by March 1, 2031, contingent on continued service.
• The transactions were made pursuant to a Rule 10b5-1(c) plan.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive filing, reflecting routine executive compensation and retention mechanisms. The vesting of performance-based RSUs suggests prior performance targets were met, and new option grants align executive incentives with future company growth.

Positives

• Vesting of restricted stock units (RSUs) for the CFO indicates achievement of performance-based conditions.
• Grant of new stock options provides long-term incentive and aligns executive interests with shareholder value.
• The transactions were conducted under a Rule 10b5-1(c) plan, indicating pre-planned and automated transactions.

Negatives

• Disposal of 6,239 shares for tax withholding reduces the CFO's direct share ownership post-vesting.

Future Outlook

The newly granted stock options for Jesse Timmermans will vest over five years, with 1/5th becoming exercisable annually starting March 1, 2027, and fully vested by March 1, 2031, contingent on his continued service to Revolve Group.

Industry Context

StockSavvy.ai notes that executive compensation, particularly through equity grants like RSUs and stock options, is a standard practice across the retail and e-commerce industry to incentivize long-term performance and retain key talent. The use of Rule 10b5-1 plans is also common for executives to manage their equity holdings in a compliant manner.

Comparison to Industry Standards

• Executive equity compensation packages, including performance-based RSUs and multi-year vesting stock options, are standard practice in the e-commerce and fashion retail sectors, comparable to practices at companies like ASOS, Boohoo, or Farfetch, which also utilize similar long-term incentive structures to align executive interests with shareholder returns.
• The vesting schedule of 1/5th annually over five years for stock options is a common structure designed to promote long-term retention and performance, similar to those observed in tech and growth-oriented companies.

Stakeholder Impact

• Shareholders: The vesting of performance-based RSUs could be seen positively as it indicates management achieved prior goals. The new stock option grant aligns the CFO's long-term interests with shareholder value.
• Employees: The compensation structure for the CFO may set a precedent or reflect the company's overall approach to executive incentives.

Next Steps

• Jesse Timmermans' stock options will begin vesting on March 1, 2027.
• The stock options will continue to vest annually until fully vested on March 1, 2031.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation transactions (RSU vesting, tax withholding, and stock option grant) for the CFO. While the vesting of performance-based RSUs indicates past performance targets were met, and new options align future incentives, these are standard occurrences and do not provide new fundamental information to warrant a change in investment thesis. The filing itself is not expected to significantly impact the stock price.

Keywords

Revolve Group, RVLV, Jesse Timmermans, CFO, SEC Form 4, Insider Trading, Restricted Stock Units, RSU, Stock Options, Executive Compensation, Beneficial Ownership, Rule 10b5-1