Karanikolas Michael

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.

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.

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 Karanikolas sells 230,108 shares (100% of holdings) in 3 tranches for $6,645,894 at $28.88 avg

Karanikolas Michael, Co-Chief Executive Officer of Revolve Group, executed 3 separate sales totaling 230,108 shares for $6,645,894.01 between December 18–22, 2025, liquidating his entire common equity position post-transaction. This appears to be a derivative conversion event (shares held post-exercise of derivative securities) rather than a traditional open-market exit. The sales occurred at a blended average price of $28.88, only 2.8% below the current price of $29.70, positioning them within a 30-day window where RVLV has rallied 26.4%. Across his 20 prior open-market sells on other tickers, Karanikolas achieved a 90-day well-timed rate of 100.00%, but his one prior measurable sale at RVLV (February 14, 2025) showed a 90-day decline of -32.9%, suggesting stock-specific execution may differ from his broader track record. The timing relative to the stock's recent 26.4% gain in 30 days invites scrutiny into whether the derivative conversion was scheduled or discretionary.

CO-CEO Karanikolas sells entire 178,739-share position at $26.43 avg; shares now held via derivatives only

Karanikolas Michael, CO-Chief Executive Officer, executed 4 separate sales totaling 178,739 shares for $4,723,478.38 across three trading days (Dec 2–4, 2025) at blended average price of $26.43, reducing his direct shareholdings to zero. Per the derivative-conversion flag, his actual position now resides in Form 4 Table II (derivative securities not yet populated), so this represents a restructuring of holdings rather than a complete exit. The timing of this sale occurs when the stock is -32.0% from its 52-week high of $38.16, though notably up 29.9% over the prior 30 days. His prior RVLV sales (5 trades in February 2025) all proved well-timed at the 90-day mark, with declines ranging -26.6% to -37.6%, establishing a pattern of selling into strength before reversals. Current fundamentals show modest growth (5.7% annual revenue growth), a P/E of 37.09, and positive recent earnings ($21.2M net income on $295.6M quarterly revenue), providing no obvious distress signal, though the elevated valuation and insider's consistent historical pattern of selling before declines merit close monitoring.

Co-CEO Karanikolas sold 201,761 shares ($6.2M) across 6 Feb transactions; holds zero shares post-sale due to derivative conversion.

Michael Karanikolas, Co-Chief Executive Officer, executed 6 separate sales totaling 201,761 shares for $6,231,746.10 between February 12–14, 2025, at prices ranging from $29.38 to $31.88 (blended average $30.89). The Form 4 filing flags a derivative-conversion transaction, indicating that the zero post-transaction share count reflects a conversion of derivative securities rather than a discretionary position exit. This distinction matters: the insider's actual beneficial ownership likely continues via Table II derivative holdings not yet populated in the database, so framing this as a complete stake liquidation would be misleading. Context shows Revolve Group trading at $31.10 (current), down 19.8% from its 52-week high of $38.80, and the company faces headwinds with -3.0% annual revenue growth and a P/E of 79.74, though the recent 30-day price change is positive at +4.9%. The insider has executed five earlier sales at this ticker on January 28–29, outcomes of which remain unmeasurable. No timing pattern is discernible from the limited same-ticker history available.

Revolve co-CEO Karanikolas sells 174,410 shares (174.4K) for $5,358,214.41 across 7 transactions, Jan 27–29; now holds 0 shares in Table I.

Karanikolas executed 7 separate sales totaling 174,410 shares for $5,358,214.41 over three trading days (Jan 27–29, 2025), with a blended average price of $30.72. His Table I holdings fell from 174,410 shares to 0 post-transaction, though a FLAG indicates derivative securities in Table II may represent his continued equity interest and should be evaluated independently. The timing of these sales occurred as the stock was -12.3% over the prior 30 days and -22.8% from its 52-week high of $38.80, suggesting the insider was liquidating a specific batch rather than capitalizing on elevated valuations. His prior same-ticker history shows 5 recent sells (Jan 7–10) with outcomes not yet measurable, indicating a sustained disposition pattern at this company. Against his broader cross-ticker track record of 20 prior sells averaging -10.6% in 30-day returns, this large share disposition merits investor scrutiny of the company's recent operational signals and whether broader insider confidence has shifted.

Co-CEO Karanikolas sold 193,797 shares for $5.9M (blended avg $30.23) via 6 separate transactions Jan 7–10, ending stake at RVLV.

Karanikolas executed 6 separate sales totaling 193,797 shares for $5,857,684.21 between January 7–10, 2025, at prices ranging from $29.53 to $31.24. The blended average price of $30.23 compares to the current price of $29.30, placing the transaction above current levels, though stock is down 22.9% over the prior 30 days and 24.5% from its 52-week high of $38.80. His prior same-ticker trades (all sells on Dec 18–20, 2024) are not yet measurable at the 90-day mark. While the filing is flagged as a derivative conversion (Table II not yet populated), the magnitude of this sale—100.0% of his pre-transaction holdings at this ticker—merits investor attention given the co-CEO role and the stock's recent momentum decline. Fundamental context shows a P/E of 75.13, negative annual revenue growth of -3.0%, and a latest quarterly net income of $10,971,000.00, factors that warrant scrutiny of the timing and scale of this exit in light of company performance.

Co-CEO Karanikolas sells 214,844 shares (100% of holdings) across 9 trades Dec 18–20 for $7.3M at $34.11 avg; derivative conversion flagged

Karanikolas Michael (Co-Chief Executive Officer) executed 9 separate sales totaling 214,844 shares for $7,329,379.02 across Dec 18–20, 2024, at a blended average price of $34.11, resulting in zero shares post-transaction. This is classified as a derivative-conversion transaction: the Form 4 Table I captures the share sale, but the insider's actual position includes derivative securities in Table II (not yet populated in our database), so this sale represents a conversion exercise rather than a complete position exit. The stock currently trades at $34.10, near the transaction-price range, and is -12.1% from its 52-week high of $38.80 while up 33.8% over 90 days. The insider's cross-ticker track record shows 20 prior sells with an average 30-day return of +20.8%, but his same-ticker history at RVLV shows 5 recent sales (Dec 2–4) with outcomes not yet measurable, offering limited precedent for assessing this trade's timing. Fundamental metrics show a P/E of 87.44 and annual revenue decline of -3.0%, suggesting a premium valuation amid modest growth headwinds.

Co-CEO Michael Karanikolas sold 265,597 shares for $9,384,379.81 across six transactions (Dec 2-4), eliminating open-market position entirely.

Michael Karanikolas, Co-Chief Executive Officer of Revolve Group (RVLV), executed six separate sales totaling 265,597 shares for $9,384,379.81 at a blended average price of $35.33 during December 2-4, 2024. The filing contains a derivative-conversion flag, indicating the insider's full position does not appear in Table I; this transaction represents a disposition of a specific share batch, not necessarily a complete exit from all derivative holdings. The stock was trading near 52-week highs (current price $35.68 is -8.0% from the $38.80 peak) and has appreciated significantly (+41.2% over 30 days, +65.2% over 90 days), yet the company faces headwinds with annual revenue declining 3.0%, a lofty P/E of 91.49, and net income of only $11.0M on $283.1M quarterly revenue. The timing of this liquidation near a local peak, combined with modest underlying profitability and revenue contraction, warrants investor attention to both the company's growth trajectory and the insider's ongoing derivative position.