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Tilly’s (NYSE: TLYS) investors back equity plan, directors and auditor at 2026 meeting

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance
Key personnel changes including departures, elections, or appointments of directors and executive officers.
Item 5.07 Submission of Matters to a Vote of Security Holders Governance
Results of a shareholder vote on proposals at an annual or special meeting.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Total voting power 96,243,392 votes All common stock entitled to vote as of April 17, 2026
Class A shares outstanding 23,182,312 shares Class A common stock outstanding and entitled to vote on record date
Class B shares outstanding 7,306,108 shares Class B common stock outstanding and entitled to vote on record date
Equity plan approval votes 79,220,610 for / 739,201 against Stockholder vote on Fourth Amendment and Restated 2012 Equity and Incentive Award Plan
Auditor ratification votes 86,460,798 for / 196,042 against Ratification of BDO USA, P.C. for fiscal year ending January 30, 2027
Say-on-pay support 78,298,527 for / 1,263,128 against Advisory vote on executive compensation for fiscal year ended January 31, 2026
Highest director votes for 77,326,500 votes Votes for director nominee Nathan Smith in Proposal 1
Equity and Incentive Award Plan financial
"stockholders approved the Tilly's, Inc. Fourth Amendment and Restated 2012 Equity and Incentive Award Plan"
broker non-votes financial
"Hezy Shaked | 77,174,969 | 2,785,402 | 6,704,750"
Broker non-votes occur when a brokerage firm is unable to vote on a shareholder’s behalf during a company election or decision because the shareholder has not given specific voting instructions, and the broker is not allowed or chooses not to vote on certain matters. They are important because they can affect the outcome of votes, especially when the results are close, by effectively reducing the total number of votes cast.
independent registered public accounting firm financial
"ratified the appointment of BDO USA, P.C. as the Company's independent registered public accounting firm"
An independent registered public accounting firm is an outside accounting company officially registered with the government regulator to examine and report on a public company's financial records and controls. Investors treat its reports like an impartial inspector’s certificate — they add credibility to financial statements, help spot errors or misleading claims, and reduce the risk that shareholders are relying on unchecked or biased numbers.
non-binding, advisory basis financial
"approved, on a non-binding, advisory basis, the compensation of the Company’s named executive officers"
A non-binding, advisory basis means a recommendation or decision that carries no legal force and does not obligate the parties to act; it’s similar to a friendly suggestion rather than a signed promise. For investors, this matters because such guidance can influence market expectations and management plans but offers no guarantee of follow-through, so investors should treat it as informative input rather than a firm commitment.
record date financial
"As of the close of business on April 17, 2026, the record date for eligibility to vote"
The record date is the specific day when a company determines which shareholders are eligible to receive a dividend or participate in an upcoming vote. It’s like a cutoff date; if you own the stock on that day, you get the benefits or voting rights. This date matters because it decides who qualifies for certain company benefits.
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false000152402500015240252026-06-102026-06-10

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_______________________________________________
FORM 8-K
_______________________________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): June 10, 2026
_______________________________________________
TILLY’S, INC.
(Exact Name of Registrant as Specified in its Charter)  
Delaware
1-35535
45-2164791
(State of Incorporation)
(Commission File Number)
(IRS Employer
Identification Number)
10 Whatney
Irvine, California 92618
(Address of Principal Executive Offices) (Zip Code)
(949) 609-5599
(Registrant’s Telephone Number, Including Area Code)
  ______________________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Class A Common Stock, $0.001 par value per shareTLYSNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐



Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
As noted in Item 5.07 below, at the 2026 annual meeting of stockholders held on June 10, 2026 (the "Annual Meeting") of Tilly's, Inc. (the "Company"), the Company's stockholders approved the Tilly's, Inc. Fourth Amendment and Restated 2012 Equity and Incentive Award Plan (the "Plan"). The Company's board of directors adopted the Plan on April 1, 2026. A full description of the terms and conditions of the Plan appears in the Company's Definitive Proxy Statement on Schedule 14A (including the exhibit thereto) filed with the Securities and Exchange Commission on April 20, 2026. The foregoing description of the Plan does not purport to be complete and is qualified in its entirety by reference to the complete text of the Plan, which is filed as Exhibit 10.1 hereto and is incorporated herein by reference.
Item 5.07
Submission of Matters to a Vote of Security Holders
At the Annual Meeting, the Company's stockholders voted on four proposals, as described below. As of the close of business on April 17, 2026, the record date for eligibility to vote at the Annual Meeting, there were 23,182,312 shares of Class A common stock and 7,306,108 shares of Class B common stock of the Company outstanding and entitled to vote at the Annual Meeting. Each share of Class A common stock was entitled to one (1) vote per share, and each share of Class B common stock was entitled to ten (10) votes per share. Accordingly, as of the record date, the total voting power of all of the shares of the Company's common stock entitled to vote at the Annual Meeting was 96,243,392 votes. Each of the proposals was described in detail in the Proxy Statement for the Annual Meeting. The vote totals noted below are final voting results from the Annual Meeting.

Proposal 1
The Company's stockholders elected the following seven directors for a term of office expiring at the Company's 2027 annual meeting of its stockholders and until their successors are duly elected and qualified. There were no abstentions for Proposal 1.
Name
Votes For
Votes WithheldBroker Non-Votes
Hezy Shaked77,174,9692,785,4026,704,750
Teresa Aragones77,324,6422,635,7296,704,750
Doug Collier77,174,7762,785,5956,704,750
Seth Johnson77,174,7032,785,6686,704,750
Janet Kerr77,128,4732,831,8986,704,750
Michael Relich77,174,8802,785,4916,704,750
Nathan Smith77,326,5002,633,8716,704,750

Proposal 2
The Company's stockholders approved the Plan.
Votes For
Votes AgainstAbstentionsBroker Non-Votes
79,220,610739,2015606,704,750

Proposal 3
The Company's stockholders ratified the appointment of BDO USA, P.C. as the Company's independent registered public accounting firm for the fiscal year ending January 30, 2027.
Votes For
Votes AgainstAbstentionsBroker Non-Votes
86,460,798196,0428,281








Proposal 4
The Company's stockholders approved, on a non-binding, advisory basis, the compensation of the Company’s named executive officers for the fiscal year ended January 31, 2026.
Votes For
Votes AgainstAbstentionsBroker Non-Votes
78,298,5271,263,128398,7166,704,750

Item 9.01
Financial Statements and Exhibits.
(d)     Exhibits.
Exhibit No.
Description
10.1
Tilly's, Inc. Fourth Amendment and Restated 2012 Equity and Incentive Award Plan
104The cover page from this Current Report on Form 8-K, formatted as Inline XBRL



SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. 
TILLY’S, INC.
Date: June 10, 2026By: /s/ Michael L. Henry
Name:  Michael L. Henry
Title:  Executive Vice President, Chief Financial Officer


                                                    
 


FAQ

What corporate actions did Tilly’s (TLYS) report in this 8-K?

Tilly’s reported results from its 2026 annual stockholder meeting. Stockholders approved an amended and restated 2012 Equity and Incentive Award Plan, re-elected seven directors, ratified BDO USA, P.C. as auditor, and approved executive compensation on a non-binding, advisory basis for the most recent fiscal year.

Did Tilly’s (TLYS) stockholders approve the new equity and incentive plan?

Yes, stockholders approved the Tilly’s, Inc. Fourth Amendment and Restated 2012 Equity and Incentive Award Plan. The proposal received 79,220,610 votes for, 739,201 against, 560 abstentions, and 6,704,750 broker non-votes, following prior adoption of the plan by the board on April 1, 2026.

What were the director election results at Tilly’s 2026 annual meeting?

Seven directors were elected for terms expiring at the 2027 annual meeting. Votes for each nominee ranged from 77,128,473 to 77,326,500, with votes withheld between 2,633,871 and 2,831,898, and 6,704,750 broker non-votes recorded for each director position on the ballot.

Which auditor did Tilly’s (TLYS) stockholders ratify for fiscal 2027?

Stockholders ratified BDO USA, P.C. as Tilly’s independent registered public accounting firm for the fiscal year ending January 30, 2027. The ratification received 86,460,798 votes for, 196,042 votes against, and 8,281 abstentions, with no broker non-votes reported for this auditor ratification proposal.

How did Tilly’s (TLYS) stockholders vote on executive compensation?

On a non-binding, advisory basis, stockholders approved the compensation of Tilly’s named executive officers for the fiscal year ended January 31, 2026. The proposal received 78,298,527 votes for, 1,263,128 votes against, 398,716 abstentions, and 6,704,750 broker non-votes at the 2026 annual meeting.

What was the total voting power at Tilly’s 2026 annual meeting?

Total voting power at the record date was 96,243,392 votes. This reflected 23,182,312 Class A shares with one vote each and 7,306,108 Class B shares with ten votes each, all outstanding and entitled to vote as of April 17, 2026, the established record date.

Filing Exhibits & Attachments

4 documents