RVMD Revolution Medicines, Inc.

NEUTRAL Impact: 4/10 Insider Cluster (1 insider)
Horizon days Filed Mar 19, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $281K total
Latest settled — T+20d
RVMD ▲ +49.69% at T+20d
NEUTRAL call ✓ call won +49.69% · α vs SPY +42.07% · entry $99.29 → $148.63
Next anchor: T+60d in 2d
Currently $149.55 · +50.62% from $99.29 entry
Entry anchored
Mar 18, 03:59 PM ET
via Databento tick
T+1d
-3.54%
call -3.54% · α -1.79%
$95.78
settled 3mo ago
T+5d
-6.12%
call -6.12% · α -3.91%
$93.21
settled 3mo ago
T+20d
+49.69%
call +49.69% · α +42.07%
$148.63
settled 8w ago
T+60d
call — · α —
in 2d

Price Chart

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Executive Summary

Anthony Mancini, an insider at Revolution Medicines, exercised options for 74,900 shares and sold 1,800 shares on the open market for $167,801. The majority of the transaction value comes from non-cash derivative exercises, with only a small portion representing actual open-market selling.

Key Financial Metrics

Direction
selling
Total Value
$167.8K
Insiders
1

Actionable Insight

The activity is consistent with routine option exercise and minimal selling; not a signal of distress or strong conviction. Monitor for additional selling in coming days.

Key Facts

  • Anthony Mancini exercised options for 74,900 shares in two tranches of 37,450 shares each, one at $0 and one at $33.62 per share, resulting in a total cost of $1,259,069.
  • Mancini sold 1,800 shares on the open market for $167,801 at an average price of $93.223.
  • The total open-market sale represents approximately 0.0009% of Revolution Medicines' $18.7B market cap, well below the 0.1% threshold for materiality.

Financial Impact

$167,801 in open-market sales and $1.26M in derivative exercises (non-cash)

insider ownershippotential dilution

Risk Factors

  • Potential for minor dilution from newly exercised shares, though not material given company size.
  • Perception risk if more insiders follow with similar transactions.

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (3 trades, 7d window)cluster-RVMD-1774569874022
11 reports for RVMD
Performance horizon
78% Hit rate 7 of 9 directional calls best @ T+5▲ +9.96%Apr 17, 2026
Filters
Rows
Reports for RVMD — sortable, filterable
Type Now
May 31, 2026
9d ago
Press Release
BULLISH ★ 8/10
$163.68 $149.23▼ −8.83%▼ −6.08%$149.55 (−8.63%)
May 6, 2026
4w ago
Press Release
BULLISH ★ 8/10
$142.51 $149.94▲ +5.21%▲ +3.71%$149.55 (+4.94%)
Apr 21, 2026
7w ago
Press Release
BULLISH ★ 8/10
$141.50 $140.80▼ −0.49%▼ −0.55%$149.55 (+5.69%)
Apr 21, 2026
7w ago
Press Release
BULLISH ★ 7/10
$141.50 $140.80▼ −0.49%▼ −0.55%$149.55 (+5.69%)
Apr 21, 2026
7w ago
Press Release
BULLISH ★ 8/10
$148.90 $144.83▼ −2.73%▼ −3.82%$149.55 (+0.44%)
Apr 19, 2026
7w ago
Press Release
BULLISH ★ 8/10
$146.23 $131.67▼ −9.96%▼ −10.87%$149.55 (+2.27%)
Apr 17, 2026
7w ago
Press Release
BEARISH ★ 7/10
$146.23 $131.67▲ +9.96%▲ +10.87%$149.55 (−2.27%)
Apr 15, 2026
7w ago
Press Release
BEARISH ★ 7/10
$152.54 $141.50▲ +7.24%▲ +8.88%$149.55 (+1.96%)
Apr 13, 2026
8w ago
Press Release
BEARISH ★ 7/10
$147.01 $148.90▼ −1.29%▲ +0.11%$149.55 (−1.73%)
Mar 19, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$99.29 $93.21▼ −6.12%▼ −3.91%$149.55 (+50.62%)
Showing 10 of 11

US Market Status

Market Closed — Opens Thu (9h 46m)

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