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SCHEDULE Filed 2025-01-10 Event 2025-01-07 SEC 0000950170-25-004459 →

Tull Thomas FIGS, Inc. FIGS

Stake: 17.20% Shares: 27,833,825 CUSIP: 30260D103 Class: Class A Common Stock, par value $0.0001 per share

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On January 7, 2025, BAMCO, Inc., a wholly-owned subsidiary of Baron Capital Group, Inc., (BAMCO, Inc. is hereinafter referred to as the "Buyer"), the Reporting Person in his individual capacity, the Reporting Person in his capacity as trustee of the Tull Family Trust, u/a/d August 1, 2005, as amended, and First Light Investors, LLC (collectively with the Reporting Person and the Tull Family Trust, u/a/d August 1, 2005, as amended, the "Sellers") entered into a Put-Call Agreement (the "Agreement"), pursuant to which: (a) from and after January 11, 2025 until May 7, 2025 (the "Expiration Date"), the Sellers will have the right, but not the obligation, to require the Buyer to purchase from the Sellers 19,039,999 shares of Class A Common Stock (the "Tranche I Shares") at a price equal to $6.25 per share, and (b) from and after the first business day following the expiration or termination of any applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended (such date, the "HSR Satisfaction Date"), until the Expiration Date, the Sellers will have the right, but not the obligation, to require the Buyer to purchase from the Sellers a number of shares (the "Tranche II Shares") equal to (x) 27,833,825 shares of Class A Common Stock minus (y) if the Tranche I Shares have been sold to the Buyer, the Tranche I Shares. From and after the HSR Satisfaction Date until the Expiration Date, the Buyer will have the right, but not the obligation, to purchase from the Sellers the Tranche II Shares at a price equal to $6.25 per share. The foregoing description of the Agreement is qualified in its entirety by the full text of the agreement, which is attached as an exhibit to this Schedule 13D and is incorporated herein by reference.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
8 13D/G filings on this issuer
7 other filings besides this one
Filer Track Record
3 filings by this filer
2 other filings in the data moat
Short Interest · settle 2026-03-31
DTC 4.02
11,602,551 shares short · +4.3% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $3.44M
Point72 Asset Mgmt

Other 13D/G Filings on FIGS, Inc.

FiledFormFilerStakeShares
2025-03-03 SCHEDULE BAMCO INC /NY/ 38.04% 58,671,584 view →
2025-02-27 SCHEDULE BAMCO INC /NY/ 36.32% 58,671,584 view →
2025-02-21 SCHEDULE BAMCO INC /NY/ 36.32% 58,671,584 view →
2025-02-21 SCHEDULE Tull Thomas view →
2025-01-14 SCHEDULE BAMCO INC /NY/ 30.88% 49,877,758 view →
2025-01-14 SCHEDULE Tull Thomas 5.40% 8,793,826 view →
2025-01-07 SCHEDULE BAMCO INC /NY/ 19.09% 30,837,759 view →

Other Filings by Tull Thomas

FiledFormIssuerStakeShares
2025-02-21 SCHEDULE FIGS, Inc. FIGS view →
2025-01-14 SCHEDULE FIGS, Inc. FIGS 5.40% 8,793,826 view →

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