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).
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.
On the ballot3
- 1
Election of Directors
ManagementBoard: FORElect 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
Ratification of Appointment of Independent Registered Public Accounting Firm
ManagementBoard: FORRatify 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
Approval, on a Non-Binding, Advisory Basis, of the Compensation of Our Named Executive Officers (Say-on-Pay Vote
ManagementBoard: FORAdvisory 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.
Nominees on the ballot2
Top institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | FARALLON CAPITAL MANAGEMENT LLCActivist | 6.4% | 13,604,796 | $1.3B |
| 2 | BAKER BROS. ADVISORS LP | 4.5% | 9,555,357 | $929M |
| 3 | JANUS HENDERSON GROUP PLC | 4.5% | 9,539,859 | $927M |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.9% | 8,362,284 | $813M |
| 5 | Nextech Invest, Ltd. | 3.6% | 7,601,087 | $739M |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5% | 7,502,623 | $730M |
| 7 | Paradigm Biocapital Advisors LP | 3.1% | 6,655,703 | $647M |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.6% | 5,475,611 | $533M |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 2.4% | 5,125,564 | $498M |
| 10 | FMR LLC | 2.4% | 5,055,974 | $492M |
Other Healthcare sector meetings6
Upcoming shareholder meetings at Revolution Medicines Inc’s closest sector peers — compare boards, ballots, and ownership across the cohort.
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.
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.