Disclosed positions

Estimated from their latest filings — positions may have changed since

$18.38M

combined est. value

Stock	Shares	Price	Value	Weight	As of
REFReformation Inc.	1,133,332	$16.22	$18.38M	100%	2026-07-31

REF

Reformation Inc.

$18.38M

1,133,332 sh

All filings on record

Every Form 4 transaction we track for this filer

all 4buys 0sells 0

Stock	Transaction	Date	~6mo later
REFReformation Inc.	Return $2.38M · 170,876 sh	2026-07-31	—
REFReformation Inc.	Grant — · 166,666 sh	2026-07-29	—
REFReformation Inc.	Grant — · 666,666 sh	2026-07-29	—
REFReformation Inc.	Grant — · 300,000 sh	2026-07-29	—

REFReturn

2026-07-31 · Reformation Inc.

$2.38M

—

REFGrant

2026-07-29 · Reformation Inc.

166,666

—

REFGrant

2026-07-29 · Reformation Inc.

666,666

—

REFGrant

2026-07-29 · Reformation Inc.

300,000

—

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.