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TLYS · Tilly'S, Inc.
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TLYS Tilly's (TLYS) Insider Trading, Ownership & Congress Trades

Wholesale & Retail · Retail-apparel & accessory stores · CIK 0001524025
Quote by TradingView
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
32
13F, latest reported quarter

What the filings say about TLYS

Insiders, 180 days
-$10.1M net sold
1 buyer · 2 sellers · 0% of sales under a 10b5-1 plan

Tilly's insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, TILLY'S, INC. insiders sold a net $10.1M of stock across 343 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Henry Michael
CFO
BUY
2026-09-21 SEC
5,000
$20.1K
-2.8%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (10 buys, 1 sale), the last on Jun 21, 2024.
  • +0.2% median (+8.5% mean) 90-day return after 10 previous buys.
  • The trade is 10.0% of the 50,000 shares held after it.
  • No other insider bought within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO Henry Michael bought about $20.1K of TLYS on Sep 21, 2026, the largest insider purchase at the company since 2025; 32 funds added in the latest 13F quarter.
Fund 1 Investments, LLC
SELL
2026-09-08 SEC
174,870
$729.5K
+4.2%
Context
  • 74 earlier Form 4 trades (code P or S) here by this insider (66 buys, 8 sales), the last on Sep 4, 2026.
  • -8.5% median (-6.2% mean) 90-day return after 30 previous buys.
  • The trade is 3.0% of the 5,807,033 shares held after it.
  • No other insider sold within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Fund 1 Investments, LLC sold about $729.5K of TLYS on Sep 8, 2026; 32 funds added in the latest 13F quarter.
Fund 1 Investments, LLC
SELL
2026-09-08 SEC
5,100
$21.6K
+4.2%
Context
  • 74 earlier Form 4 trades (code P or S) here by this insider (66 buys, 8 sales), the last on Sep 4, 2026.
  • -8.5% median (-6.2% mean) 90-day return after 30 previous buys.
  • The trade is 0.1% of the 5,801,933 shares held after it.
  • No other insider sold within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Fund 1 Investments, LLC sold about $21.6K of TLYS on Sep 8, 2026; 32 funds added in the latest 13F quarter.
Fund 1 Investments, LLC
SELL
2026-09-08 SECtraded 2026-09-04
377,129
$1.7M
+4.2%
Context
  • 70 earlier Form 4 trades (code P or S) here by this insider (66 buys, 4 sales), the last on Sep 3, 2026.
  • -8.5% median (-6.2% mean) 90-day return after 30 previous buys.
  • The trade is 6.2% of the 6,036,884 shares held after it.
  • No other insider sold within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Fund 1 Investments, LLC sold about $1.7M of TLYS on Sep 4, 2026; 32 funds added in the latest 13F quarter.
Fund 1 Investments, LLC
SELL
2026-09-08 SECtraded 2026-09-04
19,764
$86.3K
+4.2%
Context
  • 70 earlier Form 4 trades (code P or S) here by this insider (66 buys, 4 sales), the last on Sep 3, 2026.
  • -8.5% median (-6.2% mean) 90-day return after 30 previous buys.
  • The trade is 0.3% of the 6,017,120 shares held after it.
  • No other insider sold within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Fund 1 Investments, LLC sold about $86.3K of TLYS on Sep 4, 2026; 32 funds added in the latest 13F quarter.
343 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 338 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$10.1M over 180 days
-$10.1M over 90 days · -$10.1M of it by a 10%+ holder
below 79% of Wholesale & Retail
Congress
no House purchase disclosed in the last 12 months
Funds
32 funds bought in last quarter
below 70% of Wholesale & Retail
Revenue
-2.8% year over year
below 71% of Wholesale & Retail
Margin
-3.2% net margin
below 74% of Wholesale & Retail
Buybacks
no share repurchases reported
Short interest
4.0% of the float short (float per yahoo 2026-10-27) · 3.8 days to cover · settled 2026-10-15
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch TLYS

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+150.3%12M
-30%+54%+138%+222%2025-102025-122026-022026-042026-062026-082026-10 2026-09-03 · Fund 1 Investments, LLC sold $4.0M2026-03-12 · Shay Capital LLC sold $2.6M2026-09-03 · Fund 1 Investments, LLC sold $2.2M2026-09-04 · Fund 1 Investments, LLC sold $1.7M2026-09-03 · Fund 1 Investments, LLC sold $1.2M2026-09-08 · Fund 1 Investments, LLC sold $729.5K2026-09-04 · Fund 1 Investments, LLC sold $154.2K2026-09-04 · Fund 1 Investments, LLC sold $86.3K2026-03-20 · Shay Capital LLC sold $74.0K2026-06-11 · Cingolani Michael Joseph sold $59.3K2026-09-08 · Fund 1 Investments, LLC sold $21.6K2026-09-21 · Henry Michael bought $20.1K2026-09-03 · Fund 1 Investments, LLC sold $5.8K2026-09-04 · Fund 1 Investments, LLC sold $5.0K
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns TLYS: institutional holders (13F)

13F holdings, latest reported quarter
Fund 1 Investments, LLC
8,058,268 sh
$33.8M
BML Capital Management, LLC
2,150,000 sh
$9.0M
Shay Capital LLC
1,407,555 sh
$5.9M
RENAISSANCE TECHNOLOGIES LLC
1,312,712 sh
$5.5M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
900,000 sh
$3.8M

Congress trades in TLYS

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

TLYS planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

TLYS mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND
$108.8K position · as of 2026-06-30
0.4%
Adara Smaller Companies Fund
$1.4M position · as of 2026-05-31
0.2%
Ultra-Small Company Market Fund
$102.5K position · as of 2026-06-30
0.1%
iShares Micro-Cap ETF
$207.1K position · as of 2026-06-30
0.0%
EA Bridgeway Omni Small-Cap Value ETF
$189.1K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$13.9K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Nathan M.Smith
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$935.7K
$574.0K
$482.9K
-60%
+120%
2023
$1.2M
$1.1M
$784.8K
-31%
+68%
2022
$1.3M
$948.2K
$568.6K
-20%
+56%
2021
$3.3M
$3.7M
$1.2M
+17%
+71%
2020
$1.1M
$1.6M
$558.3K
-10%
+71%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $10.1M sold by insiders over 180 days, 32 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
CVNAWMTAMZNSNXWRVLVAZOPSMTWLFCTDUPURBNTTSH

TLYS financials

Revenue growth
-2.8%
XBRL, annual
Net margin
-3.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$582.9M
four quarters, 2025-08-03 to 2026-08-01
Net margin, TTM
+0.3%
net income over revenue, 2025-08-03 to 2026-08-01
Free cash flow, TTM
$11.3M
operating cash flow minus capex, 2025-08-03 to 2026-08-01
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+2.3%
TTM net income over average of 2025-08-02 and 2026-08-01
Return on assets
+0.6%
TTM net income over average of 2025-08-02 and 2026-08-01
Return on invested capital
n/a
no debt line filed
Return on capital employed
+0.4%
operating income (EBIT proxy) over average of 2025-08-02 and 2026-08-01 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-012025-022024-022023-01
Revenue$553.6M$569.5M$623.1M$672.3M
Gross profit$164.5M$149.7M$165.7M$202.7M
Operating income-$19.3M-$49.8M-$31.0M$11.2M
Net income-$17.5M-$46.2M-$34.5M$9.7M
EPS (diluted)-0.58-1.54-1.16n/a
Operating cash flow$4.1M-$42.0M-$6.7M-$1.4M
Cash$46.3M$21.1M$47.0M$73.5M
Buybacksn/a$0$0$10.9M
Dividends paidn/an/a$0$0
SEC XBRL, fiscal years, as known on 2026-10-28

TLYS Stock Sonar score 5/7 axes

Find similar shapesCompare

TLYS ranks highest on risk and compliance (83rd percentile) and insider conviction (41st), and lowest on growth (29th), among Wholesale & Retail peers.

ProfitGrowthInsidersInstitutionsRisk
Profitability
35
Inputs
  • Return on equity+2.3% · 36 pct, sector of 206
  • Return on assets+0.6% · 41 pct, sector of 257
  • Return on invested capitalno debt line filed
  • Return on capital employed+0.4% · 29 pct, sector of 220
Growth
29
Inputs
  • Revenue growth, YoY-2.8% · 29 pct, sector of 311
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
41
Inputs
  • Net Form 4 buying (codes P and S), 180d-$10.1M · 20 pct, sector of 187
  • Insider buyers, 180d1 · 61 pct, sector of 189
Institutional and government
30
Inputs
  • Funds adding, latest quarter32 · 30 pct, sector of 234
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
83
Inputs
  • Short interest, % of float+4.0% · 54 pct, sector of 317
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 242
  • New text in Risk Factors, latest 10-K+2.6% · 96 pct, sector of 226
2 not measured: Financial health, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

TLYS filings, in plain words

Are Tilly's insiders buying or selling TLYS?

In the 180 days to 2026-10-28, Tilly's insiders were net sellers, a net $10.1M: $20.1K of purchases and $10.1M of sales reported on Form 4, by 1 buyer and 2 sellers.

Read the full summary

In the 180 days to 2026-10-28, Tilly's insiders were net sellers of TLYS, a net $10.1M across purchases and sales reported on Form 4 by 1 buyer and 2 sellers. Most of that figure, $10.1M, came from a holder of 10% or more rather than an officer or director. Sales outweighed purchases more than tenfold by value. None of the 11 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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