RVMD Revolution Medicines, Inc. Insider Trading

CFO GOLDSMITH MARK A sold 120.0K RVMD shares at $150.09 (Apr 15); stock now -2.6% from 52-wk high; holder still owns 276.7K shares post-sale

GOLDSMITH sold 120,000 shares (30.2% of pre-transaction holdings) at $150.09 on 2026-04-15, generating $18.0M, while retaining 276.7K shares—a material reduction in exposure to an unprofitable biotech with negative $305.2M net income. The stock has risen sharply: +51.5% over 30 days and +23.6% over 90 days, and currently trades at $148.63, just 2.6% below the 52-week high of $152.54—placing the sale near peak valuation levels. Across his cross-ticker open-market history, GOLDSMITH's 20 prior sells averaged 0.00% well-timed rate at 90 days, indicating they typically occurred before stock gains rather than declines. At this same ticker (RVMD), his recent sale on 2026-03-17 posted a 50.0% 30-day return, and the four March 2026 sales collectively showed mixed near-term outcomes (ranging from +50.0% to -3.4% over 30 days). The timing of this April 15 sale near recent peak levels, combined with the company's unprofitable status and lack of revenue, warrants scrutiny of whether this represents a fundamental reassessment or opportunistic execution at elevated valuations.

Mancini Anthony sold 37.4K shares of RVMD for $3.6M across 5 transactions on 2026-03-25, reducing stake 40.8%

Mancini Anthony executed 5 separate sales totaling 37,450 shares for $3,578,820.59 at a blended average price of $95.56, reducing his holdings from 91,850 shares to 54,400 shares. This represents a 40.8% reduction in his position. The sales occurred at prices ranging from $93.22 to $97.21, and notably occur when the current stock price ($93.21) sits 24.4% below the 52-week high of $123.27 and has declined 11.1% over the past 30 days. Revolution Medicines remains unprofitable with a net loss of $305,206,000 in its latest full fiscal year and zero revenue in the latest quarter, consistent with its early-stage biotech profile. The scale and breadth of this divestiture—reducing near-half of his position—warrants investor attention given the company's current financial trajectory.

CFO Mark A Goldsmith sold 12,871 shares of RVMD at $99.48 on 2026-03-17; stock now at $99.29, -19.4% from 52-week high.

Mark A Goldsmith sold 12,871 shares at $99.48 on 2026-03-17, reducing his holdings by 4.4% to 276,698 shares. The sale occurred near the 52-week high (current price $99.29 is -19.4% from the $123.27 peak), but represents a modest position reduction for an executive at a $19.7B market-cap biotech company. Goldsmith executed five separate sales on 2026-03-02 immediately prior to this transaction, indicating a pattern of ongoing dispositions within a short window. The company is unprofitable with net income of $-305,206,000.00 and zero revenue in the latest quarter, making cash management a relevant context for insider selling activity.

GOLDSMITH sold 36,000 shares (36.0K shares) for $3,644,353.70 ($3.6M) in 13 transactions on 2026-03-02, retaining 64,424 shares (64.4K shares).

GOLDSMITH executed 13 separate sales on 2026-03-02 totaling 36,000 shares at a blended average price of $101.23, reducing his stake by 35.8% from 100,424 shares to 64,424 shares. The multi-tranche structure and price distribution (ranging from $98.17 to $102.20) reflects systematic liquidation across a narrow price band rather than a single opportunistic transaction. His prior sales at RVMD have not demonstrated favorable timing: 0 of 4 measurable prior sells at this ticker posted negative 90-day returns, meaning the stock rose after each prior sale. The company is unprofitable (net income $-305,206,000.00) with zero quarterly revenue, while trading at a $19.9B market cap and currently 18.5% below its 52-week high—a context where large insider dispositions warrant investor attention to both the insider's future plans and the underlying business trajectory.

CFO Anders Jack sold 10,000 shares of RVMD at $98.00 on 2026-01-07; stock now at $118.64, near 52-week high.

Anders Jack sold 10,000 shares (8.5% of holdings) at $98.00, just 20 days before current price of $118.64—a transaction executed well below the 52-week high and during a powerful 52.3% rally over the past 30 days. At his same ticker, Revolution Medicines, Jack has an established pattern of well-timed exits: his prior two measurable sales (2024-10-11 and 2023-09-01) both preceded 90-day declines of -11.7% and -33.4% respectively, yielding a 2-of-2 well-timed rate at RVMD. However, the company remains deeply unprofitable with $-305.2M annual net income and zero quarterly revenue, creating structural uncertainty. The sale's timing—before a sharp rally—diverges from Jack's historical tendency to sell ahead of downturns, suggesting either a near-term execution need or a shift in the typical pattern at this biotech with volatile price action.

COO Horn sells 75,000 RVMD shares for $7.5M at blended $100.56; stock now $118.64, 52.3% higher in 30 days

Margaret A Horn, Chief Operating Officer, executed 3 separate sales totaling 75,000 shares for $7,542,022.50, reducing her holdings by 34.7% from 216,053 to 141,053 shares. The sales occurred at prices ranging from $100.02 to $102.90 on 2026-01-07, with a blended average of $100.56, yet RVMD's current price stands at $118.64—17.8% above the transaction prices—signaling the insider sold before a substantial rally. The timing pattern at this ticker shows mixed results: 3 of 5 prior sales were eventually well-timed at the 90-day mark, though her cross-ticker timing has been stronger (75.00% well-timed rate across all holdings). RVMD remains unprofitable with a $-305.2M net loss in the most recent period and zero revenue recognition, raising questions about whether the elevated price reflects fundamental improvements or momentum-driven valuation that preceded the insider's exit decision.

RVMD insider Mark Goldsmith sells 15,394 shares at $76.82; holds 232,469 shares post-transaction.

Mark Goldsmith sold 15,394 shares of Revolution Medicines at $76.82 on 2025-12-16, reducing his position from 247,863 shares to 232,469 shares. The sale occurred near the 52-week high of $80.06 (-5.1% from peak), and the stock has appreciated 74.5% over the prior 90 days and +7.6% over 30 days. His cross-ticker track record shows 19 prior open-market sells with a 72.73% well-timed rate (measuring whether the stock declined after his sales), though his same-ticker history at RVMD consists of 5 recent sells with only 2 measurable 30-day outcomes (one at +7.9%, one at +21.3%), neither yet showing 90-day results. The company remains unprofitable with $-305.2M net income and zero quarterly revenue, operating in a high-risk pre-commercial stage. The sale represents a 6.2% reduction of his holdings while the stock trades near year-to-date highs.

CFO Mark Goldsmith sells 66,000 shares (49.5% of holdings) for $4,954,962.00 at RVMD on 2025-11-25

Mark A. Goldsmith, CFO, executed 3 separate sales totaling 66,000 shares for $4,954,962.00 at an average price of $75.08 on 2025-11-25, reducing his position by 49.5% to 67,424 shares. This substantial liquidation occurs as the stock trades at its 52-week high of $77.58, following a 33.8% surge over the prior 30 days and a 102.4% rally over 90 days. The company remains deeply unprofitable with a net loss of $-305,206,000.00 on zero revenue in the latest quarter, raising questions about the sustainability of the recent sharp appreciation. Notably, Goldsmith has executed 5 sales at this ticker since October 16, 2025—three within the past week alone—suggesting a pattern of consistent liquidation activity during a period of elevated stock valuation.

RVMD insider GOLDSMITH MARK A sold 20,000 shares at $70.38 on 2025-11-18; stock now at $69.88, up +88.8% in 90 days.

GOLDSMITH MARK A sold 20,000 shares at $70.38 in mid-November as Revolution Medicines rallied strongly, with the stock up +88.8% over the prior 90 days and trading near its 52-week high of $70.58. His cross-ticker track record shows a 72.73% well-timed rate on prior sells, indicating he has historically sold before price declines; however, his same-ticker history at RVMD is mixed—only 1 of 1 measurable prior sales was well-timed at the 90-day mark. The company remains unprofitable with negative annual revenue growth and a -$305.2M net income, creating fundamental headwinds beneath the recent momentum. The sale reduced his holdings by 7.5%, leaving him still invested with 247.9K shares; given the sharp 90-day advance and near-peak pricing, the timing warrants observation as the rally matures.

General Counsel Cislini sells 13,388 shares of RVMD at $70.14; stock down 1.0% from 52-week high, but up 88.8% in 90 days.

Cislini Jeff, General Counsel of Revolution Medicines, sold 13,388 shares for $939,007.54 at $70.14 on 2025-11-18, reducing holdings from 63,813 shares to 50,425 shares (a 21.0% reduction). The transaction occurred within 1.0% of the 52-week high of $70.58, during a period of strong momentum—the stock has gained 88.8% over the prior 90 days and 30.6% over the prior 30 days. This sale comes on the heels of a prior RVMD transaction on 2025-10-17 that also generated positive 30-day returns (+23.2%). However, the company's fundamentals show zero revenue in the latest quarter and a net loss of $305,206,000 for the fiscal year, with annual revenue growth of -100.0%. The timing proximity to the 52-week high and the substantial share reduction warrant attention to whether this reflects portfolio management in the context of elevated valuations or shifting conviction.