Boardroom Alpha
Meeting calendar
RVMD · Annual meeting · Thursday, June 18, 2026

Revolution Medicines Inc

2 nominees · 3 ballot items.

Elect two Class III directors; ratify PricewaterhouseCoopers LLP as the independent registered public accounting firm for fiscal 2026; and approve, on a non-binding advisory basis, the 2025 compensation of the company’s named executive officers (Say-on-Pay).

Market cap
$39.6B
1Y TSR
+377.9%
Board grade
C+
Record date
Apr 23, 2026
Filing
DEF 14A
Meeting concluded · Jun 18, 2026

Follow how the vote landed and what changed on Revolution Medicines Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.

Proposals

On the ballot3

  1. 1

    Election of Directors

    ManagementBoard: FOR

    Elect two Class III directors (Alexis Borisy and Mark A. Goldsmith, M.D., Ph.D.) to hold office until the 2029 Annual Meeting of Stockholders or until their successors are elected and qualified.

  2. 2

    Ratification of Appointment of Independent Registered Public Accounting Firm

    ManagementBoard: FOR

    Ratify the Audit Committee’s appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026.

  3. 3

    Approval, on a Non-Binding, Advisory Basis, of the Compensation of Our Named Executive Officers (Say-on-Pay Vote

    ManagementBoard: FOR

    Advisory vote to approve the 2025 compensation of the Company’s named executive officers as disclosed in the Compensation Discussion and Analysis and related tables and narrative in the Proxy Statement.

    More detail

    This management proposal asks shareholders to cast a non-binding advisory vote approving the Company’s 2025 named executive officer (NEO) compensation as disclosed in the proxy, including the Compensation Discussion and Analysis, Summary Compensation Table and related tables and narrative. Management is seeking shareholder approval primarily to gauge investor support for its pay programs and to demonstrate alignment between executive pay and the Company’s strategic objectives and performance. The Company’s disclosed program for 2025 emphasizes a heavy weighting toward “at-risk” compensation (a mix of annual cash incentives tied to corporate and individual goals and long-term equity awards) intended to align executives’ interests with long-term shareholder value; the proxy highlights 2025 company performance at 146% of target driven by R&D and commercialization milestones, which materially influenced actual payouts. The Compensation Committee used market peer data and an independent consultant (Compensia) to set target pay and structure equity and cash incentives, and it reports governance features such as clawback policy, no single‑trigger change-in-control payments, and anti-hedging/pledging restrictions. Because the vote is advisory, it will not bind the Board, but the Board and Compensation Committee state they will consider the voting outcome when making future compensation decisions; prior advisory votes (2025) received strong support (~98%). Management’s recommendation to vote FOR rests on the Committee’s view that the program is competitive, performance‑linked, and necessary for retention given the company’s late‑stage development and commercialization preparations. Proxy disclosures also present severance, change-in-control, and equity vesting policies and provide detailed rationale for awarded pay reflecting corporate achievements; these contextual disclosures form the basis of the Board’s argument that the compensation program is appropriately calibrated. Investors evaluating this proposal should consider the advisory nature of the vote, the linkage between disclosed performance outcomes and realized pay, the governance safeguards described, and whether the magnitude and structure of 2025 awards are consistent with long-term shareholder interests.

Director elections

Nominees on the ballot2

Independent
Tenure on this board
11.7 yrs
Also a director at
Relay Therapeutics Inc (RLAY)Parabilis Medicines Inc (PBLS)
Ownership

Top institutional holders10

Latest 13F quarter
1FARALLON CAPITAL MANAGEMENT LLCActivist6.4%13,604,796$1.3B
2BAKER BROS. ADVISORS LP4.5%9,555,357$929M
3JANUS HENDERSON GROUP PLC4.5%9,539,859$927M
4VANGUARD CAPITAL MANAGEMENT LLC3.9%8,362,284$813M
5Nextech Invest, Ltd.3.6%7,601,087$739M
6VANGUARD PORTFOLIO MANAGEMENT LLC3.5%7,502,623$730M
7Paradigm Biocapital Advisors LP3.1%6,655,703$647M
8ADAGE CAPITAL PARTNERS GP, L.L.C.2.6%5,475,611$533M
9WELLINGTON MANAGEMENT GROUP LLP2.4%5,125,564$498M
10FMR LLC2.4%5,055,974$492M
Filings

Recent key filings

Periodic reports
Definitive proxies
Reference

Frequently asked questions

When is the Revolution Medicines Inc 2026 annual meeting?
Revolution Medicines Inc (RVMD) holds its 2026 annual shareholder meeting on Thursday, June 18, 2026.
What is the record date for the Revolution Medicines Inc 2026 meeting?
The record date for the Revolution Medicines Inc 2026 meeting is Thursday, April 23, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Revolution Medicines Inc's 2026 meeting?
The board is presenting 2 director nominees at the Revolution Medicines Inc 2026 meeting, listed with their independence status and background.
What proposals will shareholders vote on at the Revolution Medicines Inc 2026 meeting?
Shareholders will vote on 3 proposals at the Revolution Medicines Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
Disclaimer

The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Boardroom Alpha cannot guarantee its accuracy and completeness, and that of the opinions based thereon.

This report contains opinions and is provided for informational purposes only – it does not constitute investment, legal or tax advice. You should not rely solely upon the research herein for purposes of transacting securities or other investments, and you are encouraged to conduct your own research and due diligence, and to seek the advice of a qualified securities professional before you make any investment.

None of the information contained in this report constitutes, or is intended to constitute a recommendation by Boardroom Alpha of any particular security or trading strategy or a determination by Boardroom Alpha that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.

No representation or warranty, expressed or implied, is made on behalf of Boardroom Alpha as to the accuracy or completeness of the information contained herein. Boardroom Alpha does not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this research and any liability is expressly disclaimed.

Full disclaimer