RVLV Revolve Group, Inc. Insider Trading

Co-CEO Karanikolas sold 119,241 shares across 3 days (26-29 Apr) at $26.34 avg; prior 5 RVLV trades all well-timed, 100% 90d accuracy.

Michael Karanikolas, Co-Chief Executive Officer of Revolve Group, executed 3 separate sales totaling 119,241 shares for $3,141,400.19 from April 27–29, 2026, at an average price of $26.34. His track record at RVLV is exceptional: all 5 prior open-market sales were well-timed at the 90-day horizon, with negative returns ranging from -8.0% to -16.2%, indicating he has consistently sold ahead of declines. His broader cross-ticker history shows a 100.00% well-timed rate on 20 prior sells with an average 90-day return of -19.5%. The current stock price of $25.79 is 18.0% below the 52-week high and down 8.6% over the last 90 days, placing the timing of this sale within a window of weakness. The filing flagged derivative-conversion securities, so the Table I post-transaction holdings of zero shares do not represent the insider's full economic position. The combination of a perfectly accurate prior track record at this ticker and execution during relative weakness warrants attention to whether the pattern continues to hold.

10% owner MMMK Development sells 119.2K shares at blended $26.34 in 3 tranches; zero holdings remain.

MMMK Development, Inc., a 10% shareholder, executed 3 separate sales totaling 119,241 shares for $3,141,400.19 across April 27–29, 2026, at prices ranging from $26.00 to $26.43—all near the stock's current price of $25.79 and well above the 52-week low of $17.07. The transaction leaves the insider with zero shares post-sale. This represents a complete conversion or settlement of a derivative position, not an outright liquidation of equity holdings, based on the Form 4 table structure noted. Historically, MMMK Development's 5 prior sales at Revolve were well-timed at the 90-day mark (100% success rate), with all subsequent 90-day periods showing negative returns; that pattern suggests consistent execution discipline. The company's fundamentals remain solid—8.5% annual revenue growth and a P/E of 29.64—though the stock has declined 8.6% over 90 days despite a recent 30-day gain of 17.3%, which may reflect broader volatility. The timing of these sales and the insider's strong historical track record at this ticker warrant monitoring for potential forward signals about underlying near-term sentiment.

Co-CEO Mente Michael sold 119.2K shares (all holdings) at $26.43–$26.00 over Apr 27–29 for $3.1M

Co-Chief Executive Officer Mente Michael executed 3 separate sales totaling 119,241 shares (119.2K shares) for $3,141,400.19 ($3.1M) at blended average price $26.34 between April 27–29, 2026. However, this filing triggers a derivative-conversion FLAG: Table I reflects only common shares, and the insider's actual total position includes derivative securities held in Table II (not yet populated in the database). Therefore, the post-transaction "0 shares" notation in Table I does not necessarily represent a complete position exit — only a liquidation of this specific common-share batch. The stock currently trades at $25.79, off 18.0% from its 52-week high of $31.45, though up 17.3% over the past 30 days. Across his same-ticker history at RVLV, all 5 prior sells have shown negative 90-day returns (ranging from -8.0% to -16.2%), indicating a consistent pattern of well-timed sales; this latest transaction should be evaluated in that context once 90-day performance data is available. The company's fundamentals show revenue of $295,631,000.00 ($295.6M) and net income of $21,179,000.00 ($21.2M), with P/E of 29.64 and annual revenue growth of +8.5%.

Co-CEO Mente Michael sells 139,010 shares (139.0K) across 4 transactions for $4,039,936.87 at blended $29.06, reducing stake to zero.

Mente Michael executed 4 separate sales totaling 139,010 shares for $4,039,936.87 between 2026-01-26 and 2026-01-28 at prices ranging from $28.57 to $29.76. The transactions eliminated his entire common share position at Revolve Group (139.0K shares pre-transaction to 0 post-transaction). However, the filing flagged a derivative-conversion transaction, indicating that Table II derivative securities holdings remain populated but not yet in our database—this sale represents conversion of derivatives to common shares followed by immediate sale, not a position exit by the traditional definition. Regarding timing context, his cross-ticker track record shows a 100.00% well-timed rate across 20 prior sells (average 90-day return -9.3%, indicating stocks typically declined after his sales), though same-ticker history at RVLV shows only one completed outcome (2025-12-22 sale with +1.2% 30-day return, 90-day outcome not yet measurable). The current price of $28.55 sits -10.2% from the 52-week high and -9.2% over the past 30 days, placing the transaction prices near recent highs relative to current valuations.

CO-CEO Karanikolas sells 139,010 shares over 3 days at $29.06 avg; now holds zero shares via derivative conversion

Karanikolas Michael executed 4 separate sales totaling 139,010 shares for $4,039,936.87 between January 26–28, 2026, at a blended average price of $29.06. This represents a complete liquidation of his Table I shareholdings, though a FLAG indicates he holds additional derivative securities in Table II not yet reflected in the database. The stock now trades at $28.55, down 9.2% over the past month while up 24.7% over 90 days. Across his 20 prior open-market sells across all tickers, his cross-ticker track record shows a 90-day well-timed rate of 100.0% (stocks fell after the sales), with an average 90-day return of -34.1%, though at RVLV specifically his most recent measurable prior sale (2025-12-22) returned +1.2% over 30 days. The scale and pace of this liquidation warrant monitoring given the executive role and the recent sharp pullback in stock price, but the disposition of his derivative holdings cannot yet be assessed.

MMMK Development sold entire 139.0K share position in RVLV over 3 days (Jan 26–28) for $4.0M at $29.06 average

MMMK Development, a 10% owner, executed 4 separate sales between January 26–28, 2026, liquidating 139,010 shares for a combined $4,039,936.87 at a blended average price of $29.06. The sales occurred near RVLV's 52-week high, with the stock currently trading at $28.55 (−10.2% from the 52-week high of $31.78). MMMK's cross-ticker track record shows a 100.00% well-timed sell rate across 20 prior dispositions with an average 90-day return of −34.1%, though at RVLV specifically, prior trades lack measurable 90-day outcomes, limiting same-ticker pattern validation. The company's fundamentals show $295.6M latest-quarter revenue, $21.2M net income, and a P/E of 40.79, leaving open whether the exit reflects valuation concerns or portfolio optimization by a strategic early shareholder.

10% Owner MMMK Development executes 4 sales totaling 194,196 shares for $6,026,800.70 at blended $31.03; position reduced to 0 shares post-transaction.

MMMK Development, a 10% owner, executed four separate open-market sales between 2026-01-07 and 2026-01-09, selling 194,196 shares (194.2K shares) for $6,026,800.70 at a blended average price of $31.03 per share. This transaction reduces the filer's holdings from 194,196 shares to 0 shares post-transaction, representing a complete liquidation of the disclosed Table I position. The selling occurred near the 52-week high ($31.78) with the stock currently trading at $30.80, down 3.1% from that peak. However, the FLAG note indicates this filing contains a derivative conversion (Table II), meaning the insider's actual economic position may extend beyond Table I shares and should not be characterized as a full exit. The price progression across the four sales ($31.16, $31.32, $30.66, $31.05) shows modest variation over a three-day window during a period when RVLV stock has posted strong 30-day (+6.8%) and 90-day (+53.8%) returns. Prior same-ticker sales by this filer in early December returned positive 30-day results (+13.6% and +10.9%), though 90-day outcomes remain unmeasurable.

CO-CEO Karanikolas sells entire convertible stock position: 194,196 shares at avg $31.03 for $6.0M in 4 transactions.

Karanikolas Michael, Co-Chief Executive Officer, executed 4 separate sales totaling 194,196 shares for $6,026,800.70 at a blended average price of $31.03 between January 7–9, 2026. The filing contains a derivative-conversion flag indicating these shares stem from conversion of derivative securities; the insider's full position (including remaining derivatives in Table II) is not yet visible in our database, so this should be read as a conversion-related sale of this specific share batch rather than a complete liquidation. The stock currently trades at $30.80, near the 52-week high of $31.78, and has rallied +6.8% over 30 days and +53.8% over 90 days. Across his cross-ticker track record, Karanikolas has executed 20 prior sells with a well-timed rate of 100% at the 90-day mark (average 90-day return of -34.2% after his sales), though his same-ticker history at RVLV shows 0 of 0 measurable 90-day outcomes to date. The company's fundamentals show revenue of $295,631,000.00, net income of $21,179,000.00, and a P/E of 44.00. This conversion-triggered sale occurs in a strong price environment and follows a recent string of sells at this ticker in late December.

CO-CEO Michael Mente sells 194,196 shares for $6,026,800.70 in 4 transactions Jan 7–9 at $31.03 blended

Michael Mente, CO-Chief Executive Officer of Revolve Group, Inc., executed 4 separate sales totaling 194,196 shares for $6,026,800.70 between January 7–9, 2026, at a blended average price of $31.03. This represents 100% of his pre-transaction shareholding. The timing of these sales occurred near the stock's 52-week high ($31.78), with the current price at $30.80, and follows a period of strong recent momentum (90-day gain of 53.8%, 30-day gain of 6.8%). However, Mente's cross-ticker track record shows a 100% well-timed rate on 20 prior sells, though his at-ticker history at RVLV offers limited measurable outcomes. The FLAG notation indicates this filing involves a derivative conversion (Table II data not yet populated), meaning the Form 4 Table I "zero shares after" does not represent the insider's complete economic position and should not be characterized as a full exit.

CFO Timmermans sold 21,282 shares for $670,557.02 across 3 days near 52-week high, reducing stake by 64.7%

Timmermans Jesse, CFO of Revolve Group, executed 3 separate sales totaling 21,282 shares for $670,557.02 at a blended average price of $31.51 during January 6–8, 2026. The current price of $31.28 is -7.3% from the 52-week high of $33.75, placing the transaction near the upper range of the stock's recent trading band. Post-transaction holdings of 11,610 shares represent a -64.7% reduction from his pre-transaction position of 32,892 shares. His prior sale at this ticker (November 2024) generated a 90-day return of +3.4%, indicating the stock subsequently moved higher after his last exit. The stock has gained 10.1% over the past 30 days and 56.2% over 90 days, establishing strong recent momentum.