Insider Trading February 13, 2026

Revolve Co-CEO Mente Sells $459K Worth of Class A Shares Amid Stock Weakness

Michael Mente completed share sales after converting Class B stock to Class A; company expands brick-and-mortar footprint and draws bullish analyst updates

By Priya Menon RVLV
Revolve Co-CEO Mente Sells $459K Worth of Class A Shares Amid Stock Weakness
RVLV

Michael Mente, co-chief executive of Revolve Group, completed the sale of 17,593 Class A shares on February 11-12, 2026, at a weighted average price between $25.86 and $26.83, raising roughly $459,315. The transactions coincided with a share conversion of an equal number of shares from Class B to Class A at no cost, and follow a recent company retail expansion and several analyst price-target increases.

Key Points

  • Michael Mente sold 17,593 Class A shares on Feb. 11-12, 2026, at a weighted average price between $25.86 and $26.83, netting about $459,315.
  • On the same dates, Mente converted 17,593 Class B shares into Class A shares at a conversion price of $0; he now directly holds 73,000 Class A shares.
  • Revolve opened an 8,450-square-foot, two-story flagship at The Grove in Los Angeles, and analysts from Jefferies, Stifel and BTIG have adjusted price targets upward or reiterated positive views.

Michael Mente, Co-Chief Executive Officer of Revolve Group, Inc. (NASDAQ: RVLV), sold a total of 17,593 shares of Class A Common Stock across two trading days - February 11 and February 12, 2026. Those sales were executed at a weighted average price that ranged from $25.86 to $26.83, producing proceeds of approximately $459,315.

The bulk of the disposition occurred on February 11, when Mente sold 15,645 shares, followed by a sale of 1,948 shares on February 12. On the same dates, he also converted 17,593 shares of Class B Common Stock into Class A Common Stock at a conversion price of $0, resulting in the acquisition of an equal number of Class A shares via conversion.

After accounting for these transactions, Mente retains direct ownership of 73,000 shares of Revolve Group Class A Common Stock.

At the time of the sales, Revolve Group's stock was trading at $25.09, slightly below the range at which the shares were sold. Market data show the stock has declined 6.8% over the prior week.


Company developments and analyst activity

Revolve Group has recently increased its physical retail presence with the opening of a new flagship store at The Grove shopping center in Los Angeles. The two-story, 8,450-square-foot location features merchandise from both the REVOLVE and FWRD brands. This new store follows the company's earlier brick-and-mortar expansion with an Aspen location.

Concurrently, several investment firms have revised their price targets for Revolve Group, reflecting a more optimistic outlook among some analysts. Jefferies raised its price target to $34, pointing to Revolve's AI-driven technology stack as a factor that could enhance promotional and inventory management. Stifel increased its price target to $33, citing opportunities for lifestyle brands amid a mixed macroeconomic environment. BTIG left its Buy rating intact with a $30 price target after a meeting with Revolve management that included strategy and performance updates.

These analyst moves and the company's retail expansion are highlighted alongside the insider transactions, offering multiple data points investors may consider when assessing the company.


Context and limitations

The reports above reflect the transactions and corporate developments as disclosed. Data referenced for recent share performance indicate a 6.8% decline over the past week. Where details in public filings or disclosures are limited, this article reports only the transactions and statements explicitly recorded.

Risks

  • Share price was trading at $25.09 at the time of reporting - below the weighted sale price range, and the stock fell 6.8% in the prior week, indicating near-term market weakness in the consumer discretionary/retail sector.
  • Analyst expectations include assumptions about execution - Jefferies, Stifel and BTIG have moved targets and ratings, but these are contingent on the company delivering on operational improvements and promotional/inventory management initiatives.
  • Insider transactions and share-class conversions can affect perceptions of insider intent; the combination of sales and concurrent conversions may raise questions among investors even though the conversions occurred at $0 as disclosed.

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