[Form 4] Wayfair Inc. Insider Trading Activity
Rhea-AI Filing Summary
Kate Gulliver, Chief Financial Officer and Chief Administrative Officer of Wayfair Inc. (W), reported the acquisition of 25,444 restricted stock units (RSUs) on 09/22/2025. Each RSU represents a contingent right to one share of Class A Common Stock and the reporting person beneficially owns 25,444 shares following the transaction. The RSUs have a $0 exercise price, vest upon satisfaction of a service condition, and the filing states the service condition will be fully satisfied on October 1, 2025, with no expiration date for the RSUs.
Positive
- Officer equity award disclosed: 25,444 RSUs reported, increasing direct beneficial ownership to 25,444 shares
- Clear vesting condition: Service condition fully satisfied on October 1, 2025, as stated in the filing
- Timely and compliant filing: Form 4 signed by attorney-in-fact and contains required transaction details
Negative
- None.
Insights
TL;DR: Officer acquisition of 25,444 RSUs recorded; reflects issuance of equity-based compensation rather than open-market trading.
The Form 4 documents a non-derivative acquisition of 25,444 RSUs by the company's CFO/Chief Administrative Officer on 09/22/2025 with direct beneficial ownership reported post-transaction. These RSUs are compensation-linked awards that convert one-for-one into Class A common shares when vested. The filing discloses a $0 price and a service-based vesting condition that is fully satisfied on October 1, 2025. For investors, this is a routine insider equity grant disclosure required under Section 16 and does not provide information about open-market buying or selling activity.
TL;DR: Governance disclosure shows standard executive equity award and timely Form 4 reporting by attorney-in-fact.
The submission shows compliant reporting of an equity award to a named officer with a signature by an attorney-in-fact on 09/24/2025. The RSUs vest upon a service condition satisfied on October 1, 2025, and have no expiration, which the filing explicitly states. The form includes required detail on title, amount, and ownership form. There are no amendments or other related-party arrangements disclosed in this filing.