This is a routine tax-withholding sale tied to RSU vesting, not a discretionary insider sell signal. No bearish read-through. Monitor for any unplanned open-market sales by insiders, but this filing alone does not warrant action.
Price Chart
Executive Summary
Stephen Michael Kelsey, an officer of Revolution Medicines, Inc., filed a Form 144 indicating intent to sell 5,415 shares of common stock, with an estimated aggregate market value of approximately $1,103,414.55. The shares were acquired via RSU vesting on September 15, 2026, and the sale is intended to cover tax withholding obligations related to the vesting. This is a routine, small-scale sale relative to the officer's total holdings and the company's $44B market cap, with no bearish signal.
Key Facts
- Officer Stephen Michael Kelsey filed Form 144 to sell 5,415 shares of RVMD common stock.
- Estimated aggregate market value of the proposed sale is ~$1.1M.
- Shares were acquired via RSU vesting on September 15, 2026, and the sale is for tax withholding purposes.
- Kelsey still holds 92,531 shares of common stock as of September 11, 2026, valued at ~$18.7M.
- The sale represents a small fraction of his total holdings and is not a discretionary open-market sale.
Financial Impact
~$1.1M proposed sale, representing ~0.003% of RVMD's $44B market cap
Risk Factors
- No material risk identified from this filing; the sale is non-discretionary and small in scale.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001462808-26-000008 |
| Document: 0001462808-26-000008-index.html | 0001462808-26-000008 |
| Document: 0001462808-26-000008.txt | 0001462808-26-000008 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 16d ago | 144 | $195.92 $190.74 | ▼ −2.64% | ▼ −5.21% | $206.54 (+5.42%) |
Sep 15, 2026 16d ago | 144 | $195.92 $190.74 | ▼ −2.64% | ▼ −5.21% | $206.54 (+5.42%) |
Sep 15, 2026 17d ago | Insider Cluster | $204.86 $190.95 | ▼ −6.79% | ▼ −7.61% | $206.54 (+0.82%) |
Sep 14, 2026 17d ago | Insider Cluster | $204.86 $192.86 | ▼ −5.86% | ▼ −7.98% | $206.54 (+0.82%) |
Aug 26, 2026 5w ago | 8-K | $215.44 $209.23 | ▼ −2.88% | ▼ −2.76% | $206.54 (−4.13%) |
Aug 26, 2026 5w ago | Press Release | $215.44 $209.23 | ▼ −2.88% | ▼ −2.76% | $206.54 (−4.13%) |
Aug 25, 2026 5w ago | Insider Cluster | $211.38 $209.87 | ▼ −0.71% | ▼ −0.18% | $206.54 (−2.29%) |
Jul 2, 2026 13w ago | Press Release | $189.24 $191.13 | ▲ +1.00% | ▲ +0.07% | $206.54 (+9.14%) |
Jul 1, 2026 13w ago | Insider Cluster | $187.51 $190.46 | ▲ +1.57% | ▲ +1.31% | $206.54 (+10.15%) |
Jun 22, 2026 14w ago | 8-K | $165.81 $192.62 | ▲ +16.17% | ▲ +16.62% | $206.54 (+24.56%) |
US Market Status
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