The cluster of open-market sales by a senior officer and the CFO without 10b5-1 plan designation is a bearish signal. Monitor next earnings or pipeline update for any negative data read-through; watch for any subsequent 8-K or 8-K for any material negative event.
Price Chart
Executive Summary
Three insiders at Revolution Medicines sold a total of $5.37M in stock over a one-week window, led by a $4.33M sale by a senior officer and a $796K sale by the CFO. The sales are not identified as 10b5-1 plan-driven, and the total value represents ~0.2% of market cap, a modest but notable insider sell cluster.
Key Financial Metrics
Key Facts
- Three insiders sold shares between 2026-09-09 and 2026-09-16.
- Total insider sales: $5.37M.
- Largest sale: Kelsey Stephen Michael sold 21.4K shares for $4.33M on 2026-09-11.
- CFO Anders Jack sold 4.0K shares for $796K on 2026-09-16.
- Mancini Anthony sold 1.2K shares for $243K on 2026-09-10.
- No 10b5-1 plan indication in the filing; sales appear discretionary.
- Total sales represent approximately 0.2% of market cap (based on ~$326M market cap).
Financial Impact
Insider sales of $5.37M, representing ~0.2% of market cap.
Risk Factors
- Insider sales may indicate negative non-public information about pipeline or regulatory outcomes.
- Continued insider selling could pressure stock if market interprets as lack of confidence.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-RVMD-1789768855646 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $186.99 | awaiting T+60 | — | $186.99 (+0.00%) |
Oct 21, 2026 5d ago | Press Release | $187.69 | awaiting T+60 | — | $186.99 (−0.37%) |
Oct 13, 2026 13d ago | 8-K | $193.52 | awaiting T+60 | — | $186.99 (−3.37%) |
Oct 12, 2026 14d ago | Institutional Cluster | $193.95 | awaiting T+60 | — | $186.99 (−3.59%) |
Oct 1, 2026 25d ago | Insider Cluster | $206.64 | awaiting T+60 | — | $186.99 (−9.51%) |
Sep 29, 2026 27d ago | Insider Cluster | $205.26 | awaiting T+60 | — | $186.99 (−8.90%) |
Sep 28, 2026 28d ago | Insider Cluster | $204.48 | awaiting T+60 | — | $186.99 (−8.55%) |
Sep 24, 2026 4w ago | Insider Cluster | $204.97 | awaiting T+60 | — | $186.99 (+8.77%) |
Sep 22, 2026 4w ago | Insider Cluster | $190.74 | awaiting T+60 | — | $186.99 (+1.97%) |
Sep 18, 2026 5w ago | Insider Cluster | $192.76 | awaiting T+60 | — | $186.99 (+2.99%) |
US Market Status
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