Filings Radar

SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.

Rent the Runway, Inc. (RENT)

CIK 0001468327 9 material events

Insider activity (SEC Form 4)

Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.

Open-market · last 30 days: 3 buyers bought $6.1M 1 seller sold $127K
Open-market · last 90 days: 3 buyers bought $6.1M 1 seller sold $176K
InsiderRoleDateTransactionSharesValue
CHS US Investments LLC 10% Owner 2026-10-21 Open-market buy 458245 $1.6M
Nexus Capital Management LP Director, 10% Owner 2026-10-21 Open-market buy 632922 $2.2M
STORY3 Capital Partners, LLC Director, 10% Owner 2026-10-21 Open-market buy 632922 $2.2M
CHS US Investments LLC 10% Owner 2026-10-14 Option exercise 2495391 $8.9M
Fonseca Dhiren R. Director 2026-09-25 Open-market sell 13000 $22K
Fonseca Dhiren R. Director 2026-09-24 Open-market sell 62000 $105K
Bariquit Teri Director 2026-09-14 Grant/award 51614 $0
Fonseca Dhiren R. Director 2026-09-14 Open-market sell 25132 $49K
ROSENSWEIG DANIEL Director 2026-08-11 Grant/award 35481 $0
Fonseca Dhiren R. Director 2026-07-24 Open-market sell 10b5-1 34516 $103K
Fonseca Dhiren R. Director 2026-07-23 C 10b5-1 134648 $0
Bariquit Teri Director 2025-12-16 Grant/award 16759 $0
ROSENSWEIG DANIEL Director 2025-12-16 Grant/award 16759 $0
Fleiss Jennifer Director 2025-10-28 C 31314 —
Hyman Jennifer Co-Founder, CEO & President, Director 2025-10-28 C 57906 —
Hyman Jennifer Co-Founder, CEO & President, Director 2025-10-28 C 6155 —
Roth Michael Director 2025-10-21 X 13169 $54K
Hyman Jennifer Chair, CEO & President, Director 2025-09-16 Open-market sell 6128 $30K
Rau Andrew Chief Supply Chain Officer 2025-09-16 Open-market sell 10b5-1 775 $4K
Schembri Cara Chief Legal & Admin. Officer 2025-09-16 Open-market sell 797 $4K
Most recent 20 reported transactions. Open-market buys (P) and sells (S) are the deliberate ones; grants and option exercises are compensation. Not investment advice.

Dilutive issuance

8-K filed 2026-09-15 confidence 92% Item 7.01

The disclosure announces a $15,000,000 rights offering to distribute transferable subscription rights to purchase up to 4,225,352 shares of Class A common stock at a subscription price of $3.55 or higher. This is a dilutive equity issuance that will increase the share count and is material to investors assessing capital structure and ownership dilution. The record date of September 25, 2026 and specific share count and pricing terms confirm this is a concrete equity offering announcement.

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Dilutive issuance

8-K filed 2026-09-11 confidence 89% Item 1.01

Rent the Runway entered into a rights offering backstop agreement on September 11, 2026, to raise $15,000,000 through an unregistered offering of Class A Common Stock. Existing shareholders will receive pro rata subscription rights, with the Investor Group (CHS, Nexus, and STORY3) committed to backstop all unsubscribed shares at a subscription price of at least $3.55 per share.

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Earnings release

8-K filed 2026-09-11 confidence 95% Item 2.02

The Item 2.02 disclosure announces Rent the Runway's financial results for the quarter ended July 31, 2026, with a press release (Exhibit 99.1) reporting revenue of $97.7M (up 20.8% YoY), gross margin expansion of 609 basis points, Adjusted EBITDA of $12.6M, and updated FY26 guidance. This is a standard quarterly earnings release that would materially affect a reasonable investor's assessment of the company's financial performance and outlook.

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Debt Issuance

8-K filed 2026-09-01 confidence 92% Item 1.01

The Company entered into a Third Amendment to its Credit Agreement on September 1, 2026, establishing an incremental term loan facility of $10,000,000 for working capital and general corporate purposes. This represents the creation of a new direct financial obligation through an amendment to an existing credit facility, which is a classic debt issuance event under Item 1.01.

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Shareholder vote

8-K filed 2026-07-16 confidence 98% Item 5.07

Rent the Runway held its Annual Meeting of Stockholders on July 14, 2026, with shareholders voting on 12 items including election of two Class II directors (Teri Bariquit and Daniel Rosensweig), ratification of PricewaterhouseCoopers LLP as auditor, approval of amendments to the Certificate of Incorporation, and approval of an increase to the 2021 Incentive Plan. All items passed with detailed vote tallies reported.

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Exec appointment

8-K filed 2026-07-16 confidence 85% Item 5.02

Suchi Sastri was appointed as a Class III director effective July 14, 2026, and concurrently appointed to the Audit Committee, restoring the company's compliance with Nasdaq listing rules requiring three independent Audit Committee members.

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Earnings release

8-K filed 2026-06-03 confidence 98% Item 2.02

The filing discloses financial results for the quarter ended April 30, 2026 via a press release furnished as Exhibit 99.1 under Item 2.02 (Results of Operations and Financial Condition). This is a standard earnings release disclosure, which is material to investors as it provides periodic financial performance information.

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Exec departure

8-K filed 2026-05-21 confidence 95% Item 5.02

Siddharth Thacker, Chief Financial Officer of Rent the Runway, Inc., tendered his resignation effective June 3, 2026. This departure of a named executive officer from a key financial leadership position is material to investor assessment of the company's financial leadership continuity.

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Other material

8-K filed 2026-05-21 confidence 65% Item 7.01

The company reaffirmed FY2026 guidance while disclosing an ongoing CEO and CFO search process and highlighting material risks of executive attrition and Board transition. The forward-looking statements emphasize management continuity challenges tied to ongoing executive leadership transitions.

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