1stdibs.com, Inc. filings document the public-company disclosures of an online luxury design marketplace. Recent 8-K reports record operating results and financial-condition updates, including GMV, net revenue, gross profit, gross margin, GAAP net loss, adjusted EBITDA, cash and short-term investments, and quarterly or annual earnings releases furnished as exhibits.
Proxy materials describe annual meeting procedures, stockholder voting matters and board-governance disclosures. Other current reports cover capital actions such as common-stock repurchase authorization changes, tying the company's filing record to earnings, governance and capital-allocation disclosures.
1stdibs.com General Counsel and CPO Melanie Goins reported a combination of stock award vesting and share sales. On March 9, 2026, several batches of restricted stock units were exercised into a total of 33,195 shares of common stock at a conversion price of $0.00 per share, reflecting routine RSU vesting.
To cover related tax obligations, 9,745 shares were retained by the company on a net-withholding basis rather than sold. Between March 9 and 11, 2026, Goins then completed open‑market sales totaling 14,900 shares of common stock at weighted average prices ranging from $5.50 to $5.56 per share, executed under a pre‑arranged Rule 10b5‑1 trading plan. After these transactions, she directly holds 221,618 shares of common stock.
1stdibs.com, Inc. Chief Financial Officer Thomas J. Etergino exercised restricted stock units into common stock and had shares withheld for taxes. He converted a total of 53,013 RSUs into the same number of common shares. Of these, 19,113 shares were retained by the company to satisfy tax withholding obligations in connection with vesting, and none were sold in an open market transaction. Following these transactions, he directly holds 300,785 shares of common stock and 134,063 restricted stock units, which continue to vest over time as long as his service relationship with the company continues.
1stdibs.com, Inc. Chief Executive Officer David S. Rosenblatt exercised restricted stock units into 132,500 shares of common stock on March 9, 2026. To satisfy tax obligations on these RSU vestings, 62,088 shares at $5.49 per share were withheld by the company rather than sold on the open market.
After these transactions, Rosenblatt directly owns 2,047,198 shares of common stock. Additional indirect holdings are reported through family trusts holding 22,500 and 665,302 shares, respectively.
DIBS insider transactions: Melanie Goins reported dispositions of Common Stock, selling 12,248 shares on 03/09/2026 for $67,390.63 and 2,616 shares on 03/10/2026 for $14,438.2336 shares associated with a restricted stock vesting event dated 06/08/2024 designated as compensation.
DIBS reports an insider sale. Melanie Goins reported a sale of 12,248 shares of Common Stock on 03/09/2026 for proceeds of $67,390.63.
The filing also lists restricted stock vesting events on 03/08/2024 (2,089 shares) and 06/08/2024 (527 shares) that were issued as compensation.
DIBS reported proposed sales of common stock by an affiliate under Form 144. The filing lists Fidelity Brokerage Services LLC and references restricted stock vesting events with amounts: 7,026 (12/08/2022), 1,983 (03/08/2024), and 3,239 (06/08/2024). The excerpt shows no completed sales in the past three months.
1stdibs.com operates a global online marketplace for luxury design items, connecting design-focused buyers with vetted sellers of furniture, décor, jewelry, art, watches, and fashion. For the year ended December 31, 2025, net revenue was $89.6 million and the net loss narrowed to $13.7 million, with an accumulated deficit of $346.0 million.
The platform hosted about 1.9 million listings and 7.8 million users as of December 31, 2025, while active buyers declined to roughly 60,700 from 64,300 a year earlier. Average order value rose to about $2,600, supported by high-end transactions where 2%–3% of orders were at least $100,000.
The company highlights an asset-light model, heavy use of data, AI and machine learning, and a strong focus on trust through seller vetting, fraud prevention, and the 1stDibs Promise protections. Key risks include its history of operating losses, exposure to economic cycles in discretionary luxury spending, competition from online and offline luxury channels, counterfeit and stolen goods risks, logistics and shipping dependencies, regulatory complexity across many jurisdictions, and the need to continue attracting and retaining both sellers and buyers.
1stDibs.com, Inc. reported improving 2025 results with its first quarter of positive Adjusted EBITDA as a public company. For Q4 2025, net revenue was $23.0 million, up 1% year-over-year, while gross margin rose to 73.5%. GAAP net loss narrowed sharply to $1.0 million from $5.2 million, and non-GAAP Adjusted EBITDA reached $1.3 million with a 5.6% margin versus a negative 7.2% margin a year earlier.
For full year 2025, net revenue grew 2% to $89.6 million and gross profit increased 3% to $65.4 million, with gross margin improving to 73.0%. GAAP net loss improved to $13.7 million from $18.6 million, and Adjusted EBITDA loss decreased to $2.4 million from $8.0 million. The company ended 2025 with $95.0 million in cash, cash equivalents and short-term investments and generated free cash flow of $4.2 million in Q4.
Marketplace activity softened, with fourth quarter Gross Merchandise Value of $90.2 million, down 5% year-over-year, approximately 33,000 orders, down 9%, and about 61,000 active buyers, down 5%. For Q1 2026, guidance calls for GMV of $86.5–$91.5 million, net revenue of $22.1–$23.1 million and Adjusted EBITDA margin between 0% and 4%, targeting positive full-year Adjusted EBITDA and free cash flow in 2026.
1stdibs.com, Inc. (DIBS) received an updated Schedule 13G/A from major shareholder David S. Rosenblatt, who reports beneficial ownership of 3,535,535 shares of common stock, equal to 9.3% of the class as of the event date December 31, 2025.
Separately, the 2012 David Rosenblatt Family Trust reports 665,302 shares (about 1.8%), and the 2024 Laura Thalheimer Rosenblatt Family Trust reports 22,500 shares (about 0.1%). The filing states that Rosenblatt has no voting or dispositive power over shares held by these trusts and disclaims beneficial ownership except for any pecuniary interest. The reported ownership percentages are based on 36,246,609 shares outstanding as of September 30, 2025.
1stdibs.com, Inc. (DIBS) received a Schedule 13G from a group of related investors led by Kanen Wealth Management LLC and David L. Kanen, reporting a significant ownership position in its common stock. As of the close of business on February 6, 2026, the reporting group beneficially owned 1,936,801 shares of 1stdibs.com common stock.
Based on 36,614,348 shares outstanding as of September 30, 2025, this stake represents approximately 5.3% of the company’s outstanding shares. Within that total, Philotimo Fund LP holds 1,212,281 shares (about 3.3%), and Philotimo Focused Growth & Income Fund holds 722,020 shares (about 2.0%). The investors certify that the shares were not acquired to change or influence control of 1stdibs.com, but they are treated as a group for reporting purposes.