NYSE · Consumer discretionary

Reformation Inc. (REF)

At September 26, 2026 it held $97.7M in cash against $134M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 6, 2026.

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Price

$20.34

+12.69% on the day · November 9, 2026

52-week range $11.85 to $20.55

Market cap

$1.3B

Key facts about Reformation Inc.

Net worth: Reformation Inc. has a market value (market cap) of $1.3B at the latest share price, and shareholders' equity of $502.4M on its balance sheet at September 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Latest report: The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 6, 2026 and covers the period to September 26, 2026. Open on SEC EDGAR

What Reformation Inc. does

Reformation Inc. is registered with the SEC under industry code SIC 2330 (Women's, Misses': and Juniors Outerwear). Its shares trade on NYSE under the ticker REF.

Earnings: every quarter and the next report date

Latest SEC filings

What Reformation Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

November 6, 2026
Quarterly report 10-Q · period to September 26, 2026Revenue rose 19% to $173.6M versus the same quarter last year; diluted EPS -$0.02 versus $0.10.
November 5, 2026
Quarterly results 8-K
September 11, 2026
Quarterly report 10-Q · period to June 27, 2026Revenue rose 24% to $155.2M versus the same quarter last year; diluted EPS $0.23 versus $0.13.
September 10, 2026
Quarterly results 8-K
August 3, 2026
Bylaws or fiscal year changed 8-K
July 29, 2026
Employee stock plan registration S-8
July 23, 2026
IPO registration (amended) S-1/A
July 20, 2026
IPO registration (amended) S-1/A
June 25, 2026
IPO registration S-1

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 9, 2026. Insider transactions on SEC

Insider trades

What the people running Reformation Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $2.9M worth of shares in the last 90 days and bought none on the open market.

Bought (open market)

last 90 days

Sold

$2.9M

last 90 days

Net sold

209,894

$2.9M

Date	Insider	What	Shares	Price	Value	Filing
September 1, 2026	Refo SCSp10% owner	Sold	149,596	$13.95	$2.1M	Form 4
September 1, 2026	Aflalo YaelDirector, 10% owner	Soldindirect	60,298	$13.95	$841.2K	Form 4
July 31, 2026	Coyle John JosephDirector	Bought	200,000	$15.00	$3M	Form 4
July 31, 2026	Allen ZipporahDirector	Bought	3,500	$15.00	$52.5K	Form 4
July 31, 2026	Kleine BrigitteDirector	Bought	200	$15.00	$3K	Form 4
July 31, 2026	Refo SCSp10% owner	Sold	2,987,199	$13.95	$41.7M	Form 4
July 31, 2026	Borenstein HaliCEO and President, Director	Other change	170,876	$13.95	$2.4M	Form 4
July 29, 2026	Aflalo YaelDirector, 10% owner	Soldindirect	1,204,029	$13.95	$16.8M	Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns REF

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

No holder of 5% or more has filed about this company in that window.

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

10 insiders reported holding 42,570,225 shares in total, about $865.9M at the last price.

Holder	Shares	As of
Refo SCSp10% owner	28,942,153	September 1, 2026
Aflalo YaelDirector, 10% owner	11,665,50511,665,505 held indirectly	September 1, 2026
Borenstein HaliCEO and President, Director	1,133,332	July 31, 2026
Moore JoshuaChief Financial Officer	324,781	July 29, 2026
Coyle John JosephDirector	266,313	July 31, 2026
Tchakarov IvanChief Operating Officer	186,835	July 29, 2026
Miller Steven CliveDirector	19,607	July 29, 2026
Allen ZipporahDirector	12,833	July 31, 2026
Kleine BrigitteDirector	9,533	July 31, 2026
Rauch StaceyDirector	9,333	July 29, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about REF

What does Reformation Inc. do?

Reformation Inc. is a company in the Consumer discretionary sector, listed on NYSE as REF. Its shares trade on NYSE under the ticker REF.

What is Reformation Inc.'s net worth?

Reformation Inc. has a market value (market cap) of $1.3B at the latest share price, and shareholders' equity of $502.4M on its balance sheet at September 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

When did Reformation Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on November 6, 2026. It covers the period to September 26, 2026.

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Where the numbers come from

Financial figures are the values Reformation Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.