Welcome to our dedicated page for Tillys SEC filings (Ticker: TLYS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tilly's, Inc. filings document the public-company record for a specialty retailer of casual apparel, footwear, and accessories. Recent 8-K reports furnish earnings releases under Item 2.02, covering quarterly and annual operating results, financial condition, and related exhibits.
The company's proxy and current reports also disclose governance and compensation matters, including director and executive compensation, appointments of senior officers, compensatory arrangements, and amendments to the Third Amended and Restated Tilly's 2012 Equity and Incentive Award Plan. These records include equity award terms tied to the company's Class A common stock and board-level compensation approvals.
Tilly’s, Inc., through its wholly owned subsidiary World of Jeans & Tops, entered into a Second Amendment to its Credit Agreement with Wells Fargo Bank, National Association on June 10, 2026.
The amendment extends the agreement’s maturity date from June 25, 2027 to September 10, 2028, with Tilly’s remaining as guarantor under the facility.
TILLY'S, INC. Chief Merchandising Officer Michael Joseph Cingolani reported an open-market sale of Class A Common Stock. He sold 11,250 shares at a weighted average price of $5.2697 per share, in multiple trades between $5.25 and $5.32.
After this transaction, he directly holds 113,750 shares of Class A Common Stock. The sale reflects a reduction in his direct ownership while maintaining a substantial remaining position in the company.
Tilly’s, Inc. reported the results of its 2026 annual stockholder meeting and the approval of an updated equity incentive plan. Stockholders approved the Tilly’s, Inc. Fourth Amendment and Restated 2012 Equity and Incentive Award Plan, which had been adopted by the board on April 1, 2026.
Seven directors were re-elected for terms expiring at the 2027 annual meeting, stockholders ratified BDO USA, P.C. as independent auditor for the fiscal year ending January 30, 2027, and approved on a non-binding, advisory basis the compensation of named executive officers for the fiscal year ended January 31, 2026.
Collier Douglas P reported acquisition or exercise transactions in this Form 4 filing.
Tilly's, Inc. director Douglas P. Collier reported an equity award and updated share holdings. He received 15,444 shares of Class A Common Stock as a restricted stock grant at $0.00 per share. These restricted shares vest in two equal annual installments on each of the next two anniversaries of the grant date. Following this grant, he holds 152,511 Class A shares directly and 44,793 Class A shares indirectly through The Collier Family Trust, reflecting a primarily compensation-related, non‑market transaction.
Aragones Teresa Luna reported acquisition or exercise transactions in this Form 4 filing.
TILLY'S, INC. director Teresa Luna Aragones reported an award of 15,444 shares of Class A Common Stock as a grant of restricted stock. The shares vest in two equal annual installments on each of the succeeding two anniversaries of the grant date. Following this award, she directly holds 119,110 shares of Class A Common Stock.
Relich Michael reported acquisition or exercise transactions in this Form 4 filing.
TILLY'S, INC. director Michael Relich received a grant of 15,444 shares of Class A Common Stock as a stock award. The shares are in the form of restricted stock that vests in two equal annual installments on each of the next two anniversaries of the grant date. Following this award, Relich directly holds 81,018 shares of Class A Common Stock.
JOHNSON SETH R reported acquisition or exercise transactions in this Form 4 filing.
TILLY'S, INC. director Seth R. Johnson reported receiving a grant of 15,444 shares of Class A common stock as an equity award. The filing states these shares are restricted stock that will vest in two equal annual installments on each of the next two anniversaries of the grant date. Following this grant, Johnson directly holds 174,363 shares of Class A common stock.
KERR JANET reported acquisition or exercise transactions in this Form 4 filing.
TILLY'S, INC. director Janet Kerr reported compensation-related equity activity in Class A Common Stock. She received a grant of 15,444 shares of restricted stock at $0.00 per share, which vest in two equal annual installments on each of the next two anniversaries of the grant date.
Following the grant, Kerr directly holds 89,526 Class A shares. In addition, 20,488 Class A shares are held indirectly through the Janet Kerr Living Trust, a revocable living trust of which she is trustee. The filing reflects equity compensation and updated ownership, not an open‑market purchase or sale.
Tillys, Inc. reported a stronger first quarter of fiscal 2026 but remained unprofitable. Net sales rose to $124.7 million, up 15.9% year over year, driven by a 22.9% increase in comparable store net sales. Store sales reached $96.3 million and e‑commerce sales grew to $28.4 million, representing 22.8% of total net sales.
Gross profit improved to $36.1 million, or 28.9% of net sales, from 19.8% last year as product margins expanded and occupancy costs leveraged on a smaller store base of 220 locations versus 238 a year ago. Operating loss narrowed to $8.1 million, and net loss improved to $8.0 million, or $0.26 per share, compared with a $22.2 million loss, or $0.74 per share, last year.
The company ended the quarter with cash and cash equivalents of $31.2 million and marketable securities of $9.9 million, working capital of $13.5 million, and no borrowings under its $65.0 million asset‑backed revolving credit facility, with $50.7 million available to draw. Management highlights ongoing pressure from inflation and higher labor and operating costs, noting store hourly wages are about 37% above pre‑pandemic 2019 levels and expects its effective tax rate to remain near zero while a full deferred tax asset valuation allowance is in place.