Katrina Lake - 22 Jul 2025 Form 4 Insider Report for Stitch Fix, Inc. (SFIX)

Role
Director
Signature
/s/ Casey O'Connor Attorney-in-Fact for Katrina Lake
Issuer symbol
SFIX
Transactions as of
22 Jul 2025
Net transactions value
-$3,078,707
Form type
4
Filing time
24 Jul 2025, 20:36:27 UTC
Previous filing
13 Dec 2024
Next filing
15 Aug 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Lake Katrina Director ONE MONTGOMERY TOWER SUITE 1100, SAN FRANCISCO /s/ Casey O'Connor Attorney-in-Fact for Katrina Lake 24 Jul 2025 0001661964

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SFIX Class A Common Stock Options Exercise $546,000 +150,000 $3.64 150,000 22 Jul 2025 Direct F1
transaction SFIX Class A Common Stock Options Exercise $182,000 +50,000 +33% $3.64 200,000 22 Jul 2025 Direct F1
transaction SFIX Class A Common Stock Gift $728,000 -200,000 -100% $3.64 0 22 Jul 2025 Direct F2
transaction SFIX Class A Common Stock Gift $728,000 +200,000 $3.64 200,000 22 Jul 2025 John C. Clifford and Katrina M. Lake Revocable Trust dated May 23, 2016 F2, F3
transaction SFIX Class A Common Stock Sale $1,011,360 -200,000 -100% $5.06 0 22 Jul 2025 John C. Clifford and Katrina M. Lake Revocable Trust dated May 23, 2016 F3, F4, F5
transaction SFIX Class A Common Stock Conversion of derivative security $0 +253,485 $0.000000 253,485 22 Jul 2025 Katrina M. Lake Revocable Trust F6, F7
transaction SFIX Class A Common Stock Sale $1,283,876 -253,485 -100% $5.06 0 22 Jul 2025 Katrina M. Lake Revocable Trust F4, F5, F7
transaction SFIX Class A Common Stock Conversion of derivative security $0 +151,115 $0.000000 151,115 23 Jul 2025 Katrina M. Lake Revocable Trust F6, F7
transaction SFIX Class A Common Stock Sale $783,471 -151,115 -100% $5.18 0 23 Jul 2025 Katrina M. Lake Revocable Trust F4, F7, F8

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SFIX Employee Stock Option (Right to Buy) Options Exercise $546,000 -150,000 -100% $3.64 0 22 Jul 2025 Class A Common Stock 150,000 $3.64 Direct F1
transaction SFIX Employee Stock Option (Right to Buy) Options Exercise $182,000 -50,000 -100% $3.64 0 22 Jul 2025 Class A Common Stock 50,000 $3.64 Direct F1
transaction SFIX Class B Common Stock Conversion of derivative security $0 -253,485 -3.1% $0.000000 7,963,403 22 Jul 2025 Class A Common Stock 253,485 Katrina M. Lake Revocable Trust F6, F7, F9
transaction SFIX Class B Common Stock Conversion of derivative security $0 -151,115 -1.9% $0.000000 7,812,288 23 Jul 2025 Class A Common Stock 151,115 Katrina M. Lake Revocable Trust F6, F7, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 Options were exercised pursuant to a Rule 10b5-1 plan entered into on January 7, 2025.
F2 Shares transferred to The John C. Clifford and Katrina M. Lake Revocable Trust dated May 23, 2016.
F3 The shares are held by John C. Clifford and Katrina M. Lake, Trustees of the John C. Clifford and Katrina M. Lake Revocable Trust dated May 23, 2016.
F4 Shares were disposed of pursuant to a Rule 10b5-1 plan entered into on January 7, 2025.
F5 The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $5.00 to $5.165 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6 Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person.
F7 The shares are held by Katrina M. Lake, Trustee of The Katrina M. Lake Revocable Trust dated May 23, 2016.
F8 The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $5.0601 to $5.32 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F9 Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.