Quick Takeaways
- This page summarizes Nathan Michael Smith's Form 4 filing for TILLY'S, INC. (TLYS).
- 4 reported transactions and 4 derivative rows are listed below.
- Filing timestamp: 02 Mar 2026, 18:37.
Nathan Michael Smith - 26 Feb 2026 Form 4 Insider Report for TILLY'S, INC. (TLYS)
- Signature
- /s/ Michael L. Henry, Attorney-in-Fact for Nathan Michael Smith
- Issuer symbol
- TLYS
- Transactions as of
- 26 Feb 2026
- Net transactions value
- $0
- Form type
- 4
- Filing time
- 02 Mar 2026, 18:37:31 UTC
- Previous filing
- 17 Sep 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"Nathan Michael Smith filed Form 4 for TILLY'S, INC. (TLYS) on 02 Mar 2026."
What Changed
- Previous filing in this sequence was filed on 17 Sep 2025.
- Current net transaction value: $0.
Why This Matters
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Official SEC Source
Reporting Owners (1)
| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Smith Nathan Michael | The Reporting Person is President and Chief Executive Officer., Director | C/O TILLY'S INC., 10 WHATNEY, IRVINE | /s/ Michael L. Henry, Attorney-in-Fact for Nathan Michael Smith | 02 Mar 2026 | 0002083540 |
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 | TLYS | Stock Option (Right to Buy) | Disposed to Issuer | $0 | +900,000 | $0.000000 | 0 | 26 Feb 2026 | Class A Common Stock | 900,000 | $1.99 | Direct | F1, F2 | |
| transaction | TLYS | Stock Option (Right to Buy) | Award | $0 | +900,000 | $0.000000 | 900,000 | 26 Feb 2026 | Class A Common Stock | 900,000 | $1.99 | Direct | F2 | |
| transaction | TLYS | Stock Option (Right to Buy) | Disposed to Issuer | $0 | +900,000 | $0.000000 | 0 | 26 Feb 2026 | Class A Common Stock | 900,000 | $1.99 | Direct | F1, F3 | |
| transaction | TLYS | Stock Option (Right to Buy) | Award | $0 | +900,000 | $0.000000 | 900,000 | 26 Feb 2026 | Class A Common Stock | 900,000 | $1.99 | Direct | F3 |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
Explanation of Responses:
| Id | Content |
|---|---|
| F1 | The options were canceled by mutual agreement of the reporting person and issuer for no consideration. |
| F2 | The options vest over four years, with the first 25% of the grant vesting on September 8, 2026, and monthly vestings of 18,750 options thereafter through September 8, 2029, subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. |
| F3 | Represents an award of performance-based options that will vest upon the satisfaction of both performance and service-based requirements. The options may be earned based upon the performance of the Company's stock price during the applicable performance period through the 10-year life of the option ending on September 8, 2035. The quantity reported represents the maximum quantity of shares subject to the option that may vest and become exercisable. As such, fewer shares subject to the option may ultimately be earned based on actual results over the performance period. The earned portion of the option will satisfy the service-based requirement on August 18, 2026, subject to continued service with the Company. |
Remarks:
The Reporting Person is President and Chief Executive Officer.