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TheRealReal, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 21 Aug 2024.
TheRealReal, Inc.: what insiders have been doing
This page follows insider dealings at TheRealReal, Inc. as filed with SEC (Form 4), a company from the Luxury & Fashion sector. Between 18 October 2025 and 18 October 2026, 13 insiders published 49 filings.
Only sales appear on the open market, 33 sales in all totalling €93.3M, filed by 6 insiders. The largest single trade was a sale of €87.4M by Baird Gilbert L. III, published on 19 November 2025.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. The legal deadline for a Form 4 is two business days after the transaction. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
Across the 5,812 companies tracked on its exchange, the median is 19 filings; at 49 filings, this issuer sits above that mark. Looking back to 2021, when coverage begins, insiders filed 5 purchases and 127 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 692.8 m USD and net income at -41.8 m USD.
Elsewhere in the same market, our signals recently picked up insider purchases at GameStop Corp. and Heico Corp. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
284
Thresholds
n/a
Buy Volume
€137,697
5 ops. · all time
Sell Volume
€108M
127 ops. · all time
Who traded when
BuySaleGopal Ajay Madan9 sales
Steve Ming Lo9 sales
Todd A. Suko8 sales
Luke Thomas Friang7 sales
Levesque Rati Sahi6 sales
Chatelle Aileen Lynch2 sales
+2 other insiders
Analyst consensus: bullish or bearish?
Analysts rate TheRealReal, Inc. Strong Buy (bullish), based on 8 analysts. Average price target: US$18.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 18,441 of 24,148 companies
33.6
score / 100
Value32
Quality35
FCF yld0.4%
Earn yld-3.3%
EV/EBITDA·
ROE·
Gross mgn75%
Net mgn-6.0%
Debt/EBITDA24.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$9.10
Analyst consensus
8 analystsStrong buy
US$15.00Target US$18.00(+98%)US$20.00
Income statement
RevenueUS$692.8M
Gross profitUS$516.8M75% margin
EBITDAUS$19.3M3% margin
Net income-US$41.8M-10.8% margin
Valuation
PER (forward)31.1x
Beta2.81
Balance sheet & cash
Market capUS$1.1B
Total debtUS$463.3M
Free Cash FlowUS$5.5M
Profitability & ownership
ROA-1.0%
% insiders7.2%
% institutions95.6%
Last declaration on 1 October 2026
Declarations284 total
2,262 shares0Common StockSEC:0001157619-26-000014:0
1,414 shares0Common StockSEC:0001865639-26-000010:0
4,193 shares@ US$10.980.0027% mcap1.3% of flowCommon StockSEC:0001299690-26-000006:2
8,485 shares@ US$10.980.0055% mcap13.2% of flowCommon StockSEC:0001350294-26-000006:0
2,514 shares@ US$10.980.0016% mcap3.9% of flowCommon StockSEC:0001350294-26-000006:1
8,528 shares@ US$10.980.0056% mcap13.3% of flowCommon StockSEC:0001350294-26-000006:2
2,501 shares@ US$10.980.0016% mcap3.9% of flowCommon StockSEC:0001350294-26-000006:3
2,167 shares@ US$10.970.0014% mcap1.5% of flowCommon StockSEC:0001780940-26-000008:0
8,985 shares@ US$10.970.0059% mcap6.4% of flowCommon StockSEC:0001780940-26-000008:1
1,407 shares@ US$10.980.0009% mcap1.0% of flowCommon StockSEC:0001780940-26-000008:2
8,067 shares@ US$10.980.0053% mcap2.7% of flowCommon StockSEC:0002016432-26-000008:0
4,770 shares@ US$10.980.0031% mcap1.6% of flowCommon StockSEC:0002016432-26-000008:1
23,581 shares@ US$10.980.015% mcap7.9% of flowCommon StockSEC:0002016432-26-000008:2
8,071 shares@ US$10.980.0053% mcap3.4% of flowCommon StockSEC:0001780551-26-000006:0
20,216 shares@ US$10.980.013% mcap8.4% of flowCommon StockSEC:0001780551-26-000006:1
56,145 shares@ US$10.980.037% mcap23.4% of flowCommon StockSEC:0001780551-26-000006:2
10,895 shares@ US$10.970.0071% mcap3.5% of flowCommon StockSEC:0001299690-26-000006:0
2,479 shares@ US$10.980.0016% mcap0.8% of flowCommon StockSEC:0001299690-26-000006:1
14,150 shares0Common StockSEC:0001431244-26-000002:0
14,150 shares0Common StockSEC:0001820479-26-000002:0
14,150 shares0Common StockSEC:0001229666-26-000002:0
14,150 shares0Common StockSEC:0001157619-26-000012:0
14,150 shares0Common StockSEC:0001865639-26-000008:0
14,150 shares0Common StockSEC:0002120899-26-000006:0
31,310 shares0Common StockSEC:0001780940-26-000004:0
25 of 284 declarations
About TheRealReal, Inc.
TheRealReal, Inc. (Nasdaq: REAL) is a U.S.-listed luxury resale platform operating at the intersection of e-commerce, circular retail, and premium fashion. Founded in March 2011 by Julie Wainwright, the company is headquartered in San Francisco, California, in the United States. Its core business is authenticated consignment: it helps consumers buy and sell pre-owned luxury goods through a marketplace that spans women’s and men’s apparel, handbags, shoes, accessories, fine jewelry, watches, vintage items, and select home categories. For investors, the company sits within the broader luxury and recommerce ecosystem, with a business model built around trust, brand curation, and efficient inventory processing.
Operationally, TheRealReal combines a digital marketplace with a growing physical retail footprint. The company’s omnichannel approach includes flagship stores and luxury consignment offices, which support both item intake and client engagement. A key strategic differentiator is authentication. TheRealReal relies on expert-led verification and emphasizes proprietary technology, including artificial intelligence and machine learning, to improve pricing, routing, and processing efficiency. This technology layer is important because confidence in product authenticity is central to the resale category, especially in high-value luxury segments.
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From a competitive standpoint, TheRealReal operates in a market that is attractive but increasingly crowded. Competition comes from other luxury resale specialists, broader resale marketplaces, and brand-led resale initiatives. TheRealReal’s positioning is based on authenticated luxury, category breadth, and a strong consumer brand tied to sustainability. The company also markets itself as a “sustainable luxury” business, extending the lifecycle of premium items and appealing to consumers who want both access and value.
Recent developments point to improving commercial momentum. In 2026, management said the company surpassed $2 billion in gross merchandise value in 2025 and delivered stronger revenue growth and improved adjusted profitability, suggesting better execution across the platform. In February 2026, TheRealReal reopened its flagship San Francisco store in Union Square, its 17th retail location nationwide, reinforcing its roots in the city where it was founded and signaling continued investment in physical presence. The company has also refreshed its leadership and board in 2026, another sign of ongoing strategic evolution. For international equity investors, REAL remains a Nasdaq-listed U.S. consumer/retail technology name with exposure to luxury demand, resale market growth, and the ongoing shift toward more sustainable consumption.
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