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person · Reporting owner

Smith Nathan Michael

Disclosed activity across 1 company

Tapewire entity
63878
SEC CIK
0002083540

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
TILLY'S, INC.TLYS · Entity 6648Director · See RemarksFebruary 26, 2026March 02, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

TILLY'S, INC.

Report date February 26, 2026 · Filed March 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.99 · Expires 2035-09-08Direct0 Reported balance After 2026-02-26 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-02-26 · Disposition to issuer · Acquired 900,000 · Balance 0

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.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.99 · Expires 2035-09-08Direct900,000 Reported balance After 2026-02-26 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-02-26 · Grant · Acquired 900,000 · Balance 900,000

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.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.99 · Expires 2035-09-08Direct0 Reported balance After 2026-02-26 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-02-26 · Disposition to issuer · Acquired 900,000 · Balance 0

F1: The options were canceled by mutual agreement of the reporting person and issuer for no consideration.

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.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.99 · Expires 2035-09-08Direct900,000 Reported balance After 2026-02-26 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-02-26 · Grant · Acquired 900,000 · Balance 900,000

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.

Filing footnotes · ownership attribution and instrument terms

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.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 26, 2026 Filed Mar 2, 2026 23:37 UTC TILLY'S, INC. TLYS · Entity 6648 GrantStock Option (Right to Buy) · Derivative 900,000 $0.00 Strike: $1.99 $0.00
Disclosure

SEC source: 0001628280-26-013457 · wk-form4_1772494648.xml · derivative · entry 4

Smith Nathan Michael · CIK 0002083540 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,000

Underlying: Class A Common Stock · 900,000 shares

Expires 2035-09-08

F3 · derivative.exercise_date: 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.

Read SEC document
February 26, 2026 Filed Mar 2, 2026 23:37 UTC TILLY'S, INC. TLYS · Entity 6648 Disposition to issuerStock Option (Right to Buy) · Derivative 900,000 $0.00 Strike: $1.99 $0.00
Disclosure

SEC source: 0001628280-26-013457 · wk-form4_1772494648.xml · derivative · entry 3

Smith Nathan Michael · CIK 0002083540 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 900,000 shares

Expires 2035-09-08

F1 · derivative.exercise_date: The options were canceled by mutual agreement of the reporting person and issuer for no consideration.

F3 · derivative.exercise_date: 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.

Read SEC document
February 26, 2026 Filed Mar 2, 2026 23:37 UTC TILLY'S, INC. TLYS · Entity 6648 GrantStock Option (Right to Buy) · Derivative 900,000 $0.00 Strike: $1.99 $0.00
Disclosure

SEC source: 0001628280-26-013457 · wk-form4_1772494648.xml · derivative · entry 2

Smith Nathan Michael · CIK 0002083540 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,000

Underlying: Class A Common Stock · 900,000 shares

Expires 2035-09-08

F2 · derivative.exercise_date: 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.

Read SEC document
February 26, 2026 Filed Mar 2, 2026 23:37 UTC TILLY'S, INC. TLYS · Entity 6648 Disposition to issuerStock Option (Right to Buy) · Derivative 900,000 $0.00 Strike: $1.99 $0.00
Disclosure

SEC source: 0001628280-26-013457 · wk-form4_1772494648.xml · derivative · entry 1

Smith Nathan Michael · CIK 0002083540 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 900,000 shares

Expires 2035-09-08

F1 · derivative.exercise_date: The options were canceled by mutual agreement of the reporting person and issuer for no consideration.

F2 · derivative.exercise_date: 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.

Read SEC document
September 08, 2025 Filed Sep 17, 2025 22:53 UTC TILLY'S, INC. TLYS · Entity 6648 GrantStock Option (Right to Buy) · Derivative 900,000 $0.00 Strike: $1.99 $0.00
Disclosure

SEC source: 0002083540-25-000005 · wk-form4_1758149587.xml · derivative · entry 2

Smith Nathan Michael · CIK 0002083540 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,000

Underlying: Class A Common Stock · 900,000 shares

Expires 2035-09-08

F2 · derivative.exercise_date: 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.

Read SEC document
September 08, 2025 Filed Sep 17, 2025 22:53 UTC TILLY'S, INC. TLYS · Entity 6648 GrantStock Option (Right to Buy) · Derivative 900,000 $0.00 Strike: $1.99 $0.00
Disclosure

SEC source: 0002083540-25-000005 · wk-form4_1758149587.xml · derivative · entry 1

Smith Nathan Michael · CIK 0002083540 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,000

Underlying: Class A Common Stock · 900,000 shares

Expires 2035-09-08

F1 · derivative.exercise_date: The options vest over four years, with the first 25% of the grant vesting on the first anniversary of the grant date on September 8, 2026, and monthly vesting's 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.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.