Disclosed positions

Estimated from their latest filings — positions may have changed since

$190.19M

combined est. value

Stock	Shares	Price	Value	Weight	As of
REFReformation Inc.	11,725,803	$16.22	$190.19M	100%	2026-07-29

REF

Reformation Inc.

$190.19M

11,725,803 sh

All filings on record

Every Form 4 transaction we track for this filer

all 1buys 0sells 1

Stock	Transaction	Date	~6mo later
REFReformation Inc.	Sell $16.80M · 1,204,029 sh	2026-07-29	—

REFSell

2026-07-29 · Reformation Inc.

$16.80M

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.