TLYS · Insider Trading

Tilly's Inc.

Every open-market purchase and sale reported by TLYS officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
27
code P
Sales
4
code S
Reporting Insiders
12
current holders
TLYS — Recent Form 4 Transactions (latest 2026-09-21)
FiledInsiderRole TypeSharesValue
2026-09-21 Michael Henry CFO Buy +5,000 +$20.10K
2026-09-08 Fund 1 Investments, LLC 10%+ Owner Sell −2,256,335 −$10.07M
2026-06-11 Michael Joseph Cingolani Chief Merchandising Officer Sell −11,250 −$59.28K
2026-06-10 Teresa Luna Aragones Director A +15,444 —
2026-06-10 Seth R Johnson Director A +15,444 —
2026-06-10 Janet Kerr Director A +15,444 —
2026-06-10 Michael Relich Director A +15,444 —
2026-06-10 Douglas P Collier Director A +15,444 —
2026-04-01 Michael Henry CFO A +40,000 deriv. —
2026-04-01 Hezy Shaked See Remarks A +40,000 deriv. —
2026-04-01 Michael Joseph Cingolani See Remarks A +40,000 deriv. —
2026-03-24 Shay Capital LLC 10%+ Owner Sell −20,000 −$74.07K
2026-03-16 Shay Capital LLC 10%+ Owner Sell −1,025,000 −$2.62M
2026-03-02 Nathan Michael Smith See Remarks MIXED +3,600,000 deriv. —
2025-10-07 Fund 1 Investments, LLC 10%+ Owner J −349,833 —
2025-09-17 Nathan Michael Smith See Remarks A +1,800,000 deriv. —
2025-08-12 Shay Capital LLC 10%+ Owner Buy +60,000 +$82.08K
2025-07-30 Shay Capital LLC 10%+ Owner Buy +100,000 +$195.49K
2025-07-08 Shay Capital LLC 10%+ Owner Buy +300 deriv. —
2025-06-30 Shay Capital LLC 10%+ Owner Buy +232,578 +$318.27K
2025-06-12 Janet Kerr Director A +65,574 —
2025-06-11 Michael Relich Director A +65,574 —
2025-06-11 Seth R Johnson Director A +65,574 —
2025-06-11 Teresa Luna Aragones Director A +65,574 —
2025-06-11 Douglas P Collier Director A +65,574 —
2025-06-09 Shay Capital LLC 10%+ Owner Buy +100,000 +$154.12K
2025-06-03 Shay Capital LLC 10%+ Owner Buy +90,678 +$111.23K
2025-05-28 Shay Capital LLC 10%+ Owner Buy +144,607 +$127.97K
2025-04-29 PLP Funds Master Fund LP 10%+ Owner Buy +12,000 deriv. —
2025-04-15 Fund 1 Investments, LLC 10%+ Owner Buy +150,000 deriv. —
2025-04-02 Michael Joseph Cingolani See Remarks A +25,000 deriv. —
2025-04-02 Hezy Shaked See Remarks A +40,000 deriv. —
2025-04-02 PLP Funds Master Fund LP 10%+ Owner Buy +300,000 deriv. —
2025-04-02 Michael Henry CFO A +40,000 deriv. —
2025-03-28 PLP Funds Master Fund LP 10%+ Owner Buy +90,042 deriv. —
2025-03-14 Fund 1 Investments, LLC 10%+ Owner Buy +847,992 deriv. —
2025-03-10 Fund 1 Investments, LLC 10%+ Owner Buy +105,000 deriv. —
2025-03-04 Fund 1 Investments, LLC 10%+ Owner Buy +885,000 deriv. —
2025-02-24 Fund 1 Investments, LLC 10%+ Owner Buy +195,000 deriv. —
2025-02-19 PLP Funds Master Fund LP 10%+ Owner Buy +210,000 deriv. —
2025-02-12 PLP Funds Master Fund LP 10%+ Owner Buy +480,000 deriv. —
2025-02-07 PLP Funds Master Fund LP 10%+ Owner Buy +174,000 deriv. —
2025-02-03 Fund 1 Investments, LLC 10%+ Owner Buy +197,580 deriv. —
2025-01-29 PLP Funds Master Fund LP 10%+ Owner Buy +105,000 deriv. —
2025-01-24 Pleasant Lake Partners LLC 10%+ Owner Buy +255,000 deriv. —
2025-01-21 PLP Funds Master Fund LP 10%+ Owner Buy +150,000 deriv. —
2025-01-15 Fund 1 Investments, LLC 10%+ Owner Buy +298,011 deriv. —
2025-01-10 Fund 1 Investments, LLC 10%+ Owner Buy +519,699 deriv. —
2025-01-06 Pleasant Lake Onshore Feeder Fund LP 10%+ Owner Buy +267,102 deriv. —
2025-01-03 Pleasant Lake Onshore Feeder Fund LP 10%+ Owner Buy +258,723 deriv. —
TLYS — Current Insider Holders
InsiderRole Shares HeldValue
Fund 1 Investments, LLC 10%+ Owner 5,807,033 $24.27M
Pleasant Lake Onshore Feeder Fund LP 10%+ Owner 5,365,669 $22.43M
Shay Capital LLC 10%+ Owner 2,315,000 $9.68M
Pleasant Lake Partners LLC 10%+ Owner 1,559,510 $6.52M
Douglas P Collier Director 197,304 $824.73K
Seth R Johnson Director 174,363 $728.84K
Teresa Luna Aragones Director 119,110 $497.88K
Michael Joseph Cingolani Chief Merchandising Officer 113,750 $475.47K
Janet Kerr Director 110,014 $459.86K
Hezy Shaked See Remarks 101,000 $422.18K
Michael Relich Director 81,018 $338.66K
Michael Henry CFO 50,000 $209.00K
TLYS Insider Trading FAQ
Who are the insiders at TLYS?
12 officers, directors and 10%+ beneficial owners currently report holdings in TLYS via SEC Form 4.
Are TLYS insiders buying or selling?
Across the 50 most recent Form 4 filings for TLYS, 27 were open-market purchases (code P) and 4 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is TLYS insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent TLYS filing is dated 2026-09-21.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the TLYS quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.