Fund 1 Investments, LLC - Oct 3, 2025 Form 4 Insider Report for TILLY'S, INC. (TLYS)

Role
10%+ Owner
Signature
/s/ Fund 1 Investments, LLC By: Benjamin C. Cable, Chief Operating Officer
Stock symbol
TLYS
Transactions as of
Oct 3, 2025
Transactions value $
$0
Form type
4
Date filed
10/7/2025, 05:09 PM
Previous filing
Jul 22, 2025
Next filing
Oct 24, 2025

Reporting Owners (3)

Name Relationship Address Signature Signature date CIK
Fund 1 Investments, LLC 10%+ Owner 100 CARR 115, UNIT 1900, RINCON, PUERTO RICO /s/ Fund 1 Investments, LLC By: Benjamin C. Cable, Chief Operating Officer 2025-10-07 0001959730
Pleasant Lake Partners LLC 10%+ Owner 100 CARR 115 UNIT 1900, RINCON, PUERTO RICO /s/ Pleasant Lake Partners LLC, by Fund 1 Investments, LLC, its Managing Member By: Benjamin C. Cable, Chief Operating Officer 2025-10-07 0001580144
PLP Funds Master Fund LP 10%+ Owner 100 CARR 115 UNIT 1900, RINCON, PUERTO RICO /s/ PLP Funds Master Fund LP, by Pleasant Lake Partners LLC, its Investment Adviser, by Fund 1 Investments, LLC, its Managing Member By: Benjamin C. Cable, Chief Operating Officer 2025-10-07 0002052009

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TLYS Class A Common Stock, $0.001 par value per share Other $0 -117K -1.43% $0.00 8.06M Oct 3, 2025 See Footnotes F1, F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This transaction reflects a distribution of shares to certain unaffiliated limited partners on a pro rata basis for no consideration.
F2 Securities reported herein are held for the benefit of PLP Funds Master Fund LP (the "Master Fund") and additional private investment vehicles for which Pleasant Lake Partners LLC ("PLP") serves as investment adviser. Fund 1 Investments, LLC ("Fund 1") serves as managing member of PLP. Jonathan Lennon (together with Fund 1, PLP and Master Fund, the "Reporting Persons") serves as managing member of Fund 1. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.
F3 Securities held for the account of the Master Fund.