Every Form 4 that Wayfair Inc (W) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow W and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full W filings page.
Wayfair Inc. Chief Executive Officer Niraj Shah reported multiple open-market sales of 69,000 shares of Class A Common Stock on August 12, 2026. The sales, executed in several tranches at weighted average prices between $101.98 and $105.43 per share, were made pursuant to a Rule 10b5-1 trading plan adopted on May 6, 2026. The filing also reports indirect ownership of 22,857 shares held by SK Ventures LLC, of which Shah is a member and may be deemed a beneficial owner.
Wayfair Inc. director Steven Conine reported open-market sales of 69,000 shares of Class A common stock on August 12, 2026, in five tranches at weighted-average prices of $101.98, $102.89, $103.72, $104.69, and $105.42 per share. The sales were made under a Rule 10b5-1 trading plan adopted on May 6, 2026. Conine is also reported as a potential beneficial owner of 22,857 shares held indirectly through SK Ventures LLC.
Wayfair Inc. director Jeremy King reported an acquisition of 2,422 shares of Class A Common Stock on August 12, 2026, reflecting a grant of restricted stock units (RSUs). These RSUs vest upon a service condition: 1/4 of the underlying shares on November 1, 2026, and an additional 1/4 after each three-month period of continuous service thereafter. Following this award, King is reported as owning 19,965 shares of Class A Common Stock directly.
JUNG ANDREA reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. director Andrea Jung received an equity award representing 2,422 shares of Class A Common Stock, granted in the form of restricted stock units. These RSUs vest upon meeting a service condition: one quarter vests on November 1, 2026, with additional quarters vesting every three months of continuous service thereafter. Following this grant, Jung holds 7,154 shares directly and 15,703 shares indirectly through a revocable trust, for which she is the sole trustee and beneficiary.
Wayfair Inc. Chief Technology Officer Fiona Tan reported compensation-related equity activity involving Class A Common Stock and restricted stock units (RSUs) on July 1, 2026. She exercised RSUs to acquire 27,073 shares and 1,198 shares of Class A Common Stock at a conversion price of $0.00 per share.
To cover tax obligations from the RSU vesting, 14,357 shares of Class A Common Stock were withheld by Wayfair at $95.14 per share, which is a non-market, tax-withholding disposition rather than an open-market sale. Following these transactions, Tan holds 25,280 shares of Class A Common Stock directly.
She also indirectly holds 211,698 shares of Class A Common Stock through a revocable trust, where she serves as trustee and members of her immediate family are the sole beneficiaries. Footnotes indicate that each RSU represents a contingent right to receive one share when vested, and remaining RSUs are scheduled to vest in tranches between October 1, 2026 and April 1, 2027, subject to continued service.
Wayfair Inc. CFO and Chief Admin Officer Kate Gulliver reported routine equity compensation activity. On July 1, 2026, restricted stock units (RSUs) converted into Class A Common Stock, including 22,428 shares from a 2026 grant and smaller tranches from 2021–2023 grants. To cover tax obligations on the RSU vesting, 11,347 shares of Class A Common Stock were withheld by Wayfair at $95.14 per share, rather than sold in the open market. After these transactions, Gulliver directly held 182,537 shares of Class A Common Stock, and additional RSUs remain scheduled to vest between October 1, 2026 and April 1, 2027 under service-based conditions.
Wayfair Inc. president Jon Blotner reported a mix of equity transactions, including an open-market sale and RSU vesting-related moves. He sold 5,925 shares of Class A Common Stock on July 2, 2026 at an average price of $96.29 per share under a pre-arranged Rule 10b5-1 trading plan.
On July 1, 2026, he exercised Restricted Stock Units to acquire 23,450 shares, and 11,339 shares were withheld by Wayfair to cover tax obligations at $95.14 per share. Following these transactions, he holds 117,344 shares directly and 100 shares indirectly through his spouse, in addition to unvested RSUs scheduled to vest through April 1, 2027.
Gulliver Kate reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. reported that CFO and Chief Admin Officer Kate Gulliver received a grant of 89,714 Restricted Stock Units (RSUs), each representing one share of Class A Common Stock upon vesting. The award was granted on May 1, 2026 and vests in four service-based installments through April 1, 2027.
Subject to continued service, 22,428 shares will vest on July 1, 2026, 22,429 shares on October 1, 2026, 22,428 shares on January 1, 2027, and 22,429 shares on April 1, 2027. After this grant, she directly holds 89,714 RSUs.
Blotner Jon reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. reported that Pres., Commercial & Operations Jon Blotner received a grant of 91,768 restricted stock units (RSUs), each representing one share of Class A common stock when vested. The award is subject to a service condition and has no expiration date.
Subject to continued service, 22,942 RSUs are scheduled to vest on each of July 1, 2026, October 1, 2026, January 1, 2027, and April 1, 2027. Following this grant, Blotner holds 91,768 RSUs directly.
Tan Fiona reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. disclosed that Chief Technology Officer Fiona Tan received a grant of 108,292 Restricted Stock Units (RSUs), each representing a right to receive one share of Class A Common Stock when vested. This is a compensation-related equity award rather than a market purchase or sale.
The RSUs were granted on May 1, 2026 and vest based on continued service. Subject to Ms. Tan’s continued employment, 27,073 shares will vest on each of July 1, 2026, October 1, 2026, January 1, 2027, and April 1, 2027, and they have no expiration date.
Wayfair Inc. director Steven Conine reported open-market sales of a total of 120,000 shares of Class A Common Stock on April 23–24, 2026, at weighted-average prices in the high-$70s per share. The sales were effected under a Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were pre-arranged. Following these transactions, Conine directly holds 429,073 shares and has an additional 22,857 shares held indirectly through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open-market sales of 120,000 shares of Class A Common Stock on April 23–24, 2026. The transactions were executed at prices generally in the high-$70 range per share and are described as open-market sales.
According to a footnote, these sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were scheduled in advance. After the reported sales, Shah held 429,137 shares directly. In addition, 22,857 shares are owned by SK Ventures LLC, of which Shah is a member and may be deemed a beneficial owner.
Wayfair Inc. executive Jon Blotner reported an update to a prior insider filing reflecting an inheritance-related transfer. On April 1, 2026, his spouse received 100 shares of Wayfair Class A Common Stock from an inherited IRA account at no stated price, making Blotner an indirect beneficial owner of these 100 shares held by his spouse.
Wayfair Inc. director Steven Conine reported a share class conversion, not an open-market trade. On April 20, 2026, he converted 500,000 shares of his Class B Common Stock into 500,000 shares of Class A Common Stock at $0.00 per share in a derivative conversion.
After the conversion, Conine directly holds 549,073 shares of Class A Common Stock and 8,633,304 shares of Class B Common Stock. He also has indirect ownership of 22,857 Class A shares held by SK Ventures LLC, where he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah converted 500,000 shares of his Class B Common Stock into Class A Common Stock on April 20, 2026. Each Class B share is convertible into one Class A share and has no expiration date.
Following the conversion, he directly holds 549,137 shares of Class A Common Stock and 8,634,496 shares of Class B Common Stock. An additional 22,857 Class A shares are held indirectly through SK Ventures LLC, an entity of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Technology Officer Fiona Tan reported routine equity compensation activity involving restricted stock units and related tax withholding. On April 1, 2026, she exercised RSUs covering 23,093 shares of Class A Common Stock at an exercise price of $0.00 per share as the awards vested.
To satisfy tax withholding obligations on the vesting, the issuer withheld 11,727 shares of Class A Common Stock at $75.25 per share, a non‑market disposition classified as a tax payment rather than an open‑market sale. Following these transactions, Tan holds 11,366 shares of Class A Common Stock directly and 211,698 shares indirectly through a revocable trust where she serves as trustee.
Footnotes state that each RSU represents one share when vested. An RSU grant from April 18, 2022 leaves 4,795 shares scheduled to vest in four substantially equal quarterly installments starting July 1, 2026, subject to continued service. A separate RSU grant from March 18, 2026 had its service condition fully satisfied on April 1, 2026.
Wayfair Inc. executive Kate Gulliver, the CFO and Chief Administrative Officer, reported multiple compensation-related stock transactions on Class A Common Stock. She exercised restricted stock units (RSUs) covering 19,041 shares, converting them into common shares at a stated price of $0.00 per share.
To cover related tax obligations from these RSU vestings, 9,208 shares of Class A Common Stock were withheld by Wayfair at $75.25 per share. After these transactions, Gulliver directly holds 159,071 shares of Wayfair Class A Common Stock.
Footnotes explain that additional RSUs granted in 2021, 2022, and 2023 remain unvested and are scheduled to vest in quarterly installments starting on July 1, 2026, contingent on continued service.
Wayfair Inc. executive Jon Blotner, President of Commercial & Operations, reported equity transactions involving the company’s Class A common stock and RSUs. On April 2, 2026, he completed an open‑market sale of 4,790 shares at $72.19 per share under a pre‑arranged Rule 10b5‑1 trading plan, leaving him with 111,158 shares directly held.
On April 1, 2026, Blotner exercised RSUs to acquire a total of 19,057 shares of Class A common stock at a stated price of $0.00 per share. In connection with RSU vesting, 9,216 shares were withheld at $75.25 per share to cover tax obligations, which is a non‑market disposition.
The filing notes that each RSU represents a contingent right to receive one share when vested. Unvested RSUs remain outstanding, including 326 shares scheduled to vest on July 1, 2026, 327 shares on October 1, 2026, and an aggregate of 729 shares vesting in substantially equal quarterly amounts beginning July 1, 2026, all subject to continued service.
Wayfair Inc. director Michael Andrew Kumin reported updated equity holdings and a new stock award. He received 3,176 shares of Class A Common Stock as a grant, represented by restricted stock units. These RSUs vest as to one quarter of the shares on May 1, 2026, with an additional quarter vesting after each three-month period of continuous service.
The amendment also reflects that 56,000 shares were transferred from TOF Capital, an entity for which Kumin is the managing member, so that these shares are now held directly in his individual capacity. Following these changes, he beneficially owns 319,753 shares directly, including 160 shares in a separately managed account.
Wayfair Inc. director Andrea Jung reported a mix of equity grants and ownership reclassification in Wayfair Class A Common Stock. On August 14, 2025, she received a grant of 3,177 restricted stock units (RSUs), bringing her direct holdings to 4,732 shares of Class A stock.
A prior transaction dated June 27, 2025, now amended, shows 15,703 shares of Class A Common Stock being transferred from her individual account to a revocable trust. A footnote clarifies that Jung is the sole trustee and beneficiary of the trust, so this shift largely changes the form of ownership rather than her economic interest. After these transactions, she holds shares both directly and indirectly through the revocable trust.
Wayfair Inc. director Steven Conine reported selling 10,394 shares of Class A Common Stock in open-market transactions on March 25, 2026. The shares were sold in three blocks at weighted average prices of $77.62, $78.48, and $79.34 per share under a Rule 10b5-1 trading plan adopted on May 29, 2025.
Following these sales, Conine directly holds 49,073 Class A shares. He also has indirect beneficial ownership of 22,857 additional shares through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah sold 10,611 shares of Class A common stock in open-market transactions. The sales occurred in three trades on March 25, 2026 at weighted average prices of $77.64, $78.54, and $79.38, each executed over multiple price levels. These transactions were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025. Following the sales, Shah holds 49,137 Wayfair shares directly and 22,857 shares indirectly through SK Ventures LLC, where he may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open-market sales of 109,389 shares of Class A Common Stock. The sales occurred on March 23–24, 2026 at prices reported between $75.45 and $78.44 per share, with footnotes describing weighted-average prices and detailed intra-day ranges.
These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were pre-arranged. Following these sales, Shah holds 59,748 shares directly, and an additional 22,857 shares indirectly through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. director Steven Conine reported open-market sales of 109,606 shares of Class A Common Stock. The trades occurred on March 23–24, 2026 at prices between $75.00 and $78.91 per share, executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025.
Following these transactions, Conine holds 59,467 shares directly. An additional 22,857 shares are held indirectly through SK Ventures LLC, an entity of which he is a member and may be deemed a beneficial owner. The filing shows net selling activity but also a substantial remaining equity position.
Tan Fiona reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. reported that Chief Technology Officer Fiona Tan received a grant of 21,457 restricted stock units (RSUs) tied to its Class A common stock. Each RSU represents the right to receive one share when it vests. These RSUs vest after a service condition is met, which will be fully satisfied on April 1, 2026. Following this award, Tan holds 21,457 RSUs directly.
Gulliver Kate reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. reported that CFO and Chief Admin Officer Kate Gulliver received a grant of 17,848 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Wayfair Class A common stock upon vesting. These RSUs vest based on continued service and the service condition will be fully satisfied on April 1, 2026. Following this grant, her reported direct RSU holdings from this award total 17,848 units, reflecting compensation rather than an open‑market stock purchase or sale.
Blotner Jon reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. reported that Pres., Commercial & Operations Jon Blotner received a grant of 18,549 restricted stock units (RSUs). Each RSU represents a right to receive one share of Class A common stock when it vests. The service condition for these RSUs will be fully satisfied on April 1, 2026, at which time the shares become deliverable, and there is no expiration date on the award. Following this grant, Blotner holds 18,549 RSUs directly as reported in this filing.
Frost Diana reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. director Diana Frost received an equity award of 3,176 shares of Class A Common Stock in the form of restricted stock units. The award was granted at a price of $0.00 per share and increased her directly owned stake to 8,304 shares.
The RSUs vest over time based on continued service. The service condition is satisfied for 1/4 of the shares on May 1, 2026, and for an additional 1/4 of the shares after each three-month period of continuous service following that date.
NAYLOR JEFFREY G reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. director Jeffrey G. Naylor reported receiving a grant of 3,176 shares of Class A common stock in the form of restricted stock units. These RSUs vest over time based on continued service, with one quarter vesting on May 1, 2026 and additional quarters vesting every three months of continuous service thereafter.
After this award, Naylor’s directly held Class A common stock totaled 33,052 shares, reflecting his updated beneficial ownership position.
Kumin Michael Andrew reported acquisition or exercise transactions in this Form 4 filing.
Wayfair director Michael Andrew Kumin reported receiving 3,176 shares of Wayfair Class A common stock on March 5, 2026 as a grant or award at a price of $0.00 per share. Each share is issuable upon vesting of a restricted stock unit. The RSUs vest once a service condition is met: one-quarter vests on May 1, 2026, with an additional one-quarter vesting after each three-month period of continuous service thereafter.
After this award, Kumin directly owns 263,753 shares, which include 160 shares in a separately managed account for his benefit. He also has indirect interests in 56,000 shares held by TOF Capital, where he is managing member, and 4,000 shares held by the Great Hill Partners Profit Sharing Plan Trust, a retirement trust for his benefit.
Wayfair Inc. co-founder and director Steven Conine sold 26,950 shares of Class A Common Stock on February 26, 2026 in open-market transactions under a pre-set Rule 10b5-1 trading plan. The sales were executed in multiple trades at weighted-average prices of $77.48, $78.53, $79.34 and $80.32 per share, with detailed price ranges noted in the filing.
After these direct sales, Conine directly owned 169,073 Wayfair Class A shares. He also indirectly owned 22,857 shares through SK Ventures LLC, an entity of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open‑market sales of a total of 27,000 shares of Wayfair Class A common stock on February 26, 2026. The transactions, all coded as sales, were executed at weighted average prices of $77.23, $78.56, $79.36, and $80.32, with underlying trades occurring in narrow price ranges around each average.
These sales were carried out under a Rule 10b5‑1 trading plan adopted by Shah on May 29, 2025, indicating they were pre‑scheduled rather than discretionary. After the reported sales, Shah directly owned 169,137 shares of Wayfair Class A common stock and indirectly held 22,857 shares through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. director and co-founder Steven Conine reported open-market sales of Class A common stock under a pre-set Rule 10b5-1 trading plan. On February 23, 2026, he sold a total of 93,050 shares in multiple transactions at reported weighted-average prices ranging from about $73 to $81 per share. Following these sales, he directly holds 196,023 Wayfair Class A shares and indirectly holds 22,857 additional shares through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open-market sales of a total of 93,000 shares of Class A Common Stock on February 23, 2026. The trades were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025.
The shares were sold in multiple transactions at weighted average prices, with individual trade prices ranging from $73.18 to $81.15 per share. After these sales, Shah directly owned 196,137 Wayfair Class A shares and also had indirect beneficial ownership of 22,857 shares held by SK Ventures LLC, where he is a member.
Wayfair Inc. Chief Technology Officer Fiona Tan reported two bona fide gift transfers of 11,370 shares each of Class A common stock on February 23, 2026. One transaction reduced her direct holdings to zero, while another involved indirectly held shares.
The indirectly held shares are associated with a revocable trust, for which she is trustee and whose beneficiaries are members of her immediate family. Following these reported gifts, 211,698 shares of Class A common stock remained held indirectly through the revocable trust.
Wayfair Inc. director Diana Frost reported a routine tax-related share withholding. On 02/02/2026, 548 shares of Wayfair Class A Common Stock were withheld by the company at $104.72 per share to satisfy her tax obligations from vested Restricted Stock Units. After this transaction, she beneficially owns 5,128 Class A shares directly.
Wayfair Inc. director and Co-Founder Steven Conine reported selling a total of 150,000 shares of Class A common stock on January 23, 2026 in three open-market transactions under a Rule 10b5-1 trading plan adopted on May 29, 2025.
The sales were executed at weighted average prices of $108.34 for 67,608 shares, $109.26 for 74,408 shares, and $109.73 for 7,984 shares, each representing multiple trades within disclosed price ranges. Following these transactions, Conine directly owned 289,073 Wayfair Class A shares and indirectly held 22,857 additional shares through SK Ventures LLC.
Wayfair Inc. Chief Executive Officer and director Niraj Shah reported multiple open-market sales of Class A Common Stock. On January 23, 2026, he sold 66,945 shares at a weighted average price of $108.34, 75,194 shares at $109.26, and 7,861 shares at $109.74, in each case through market transactions.
The sales were carried out under a Rule 10b5-1 trading plan adopted on May 29, 2025, which pre-schedules trades. After these transactions, Shah directly beneficially owned 289,137 shares of Wayfair Class A Common Stock and indirectly beneficially owned 22,857 shares held by SK Ventures LLC, where he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Technology Officer Fiona Tan, through a revocable trust, reported a planned sale of Class A common stock. On January 13, 2026, the revocable trust sold 9,000 shares at $119 per share. After this transaction, the trust beneficially owned 200,328 Wayfair Class A shares, reported as indirectly owned by Tan.
The filing notes that these sales were carried out under a Rule 10b5-1 trading plan established by the reporting person as trustee for the revocable trust on August 5, 2025, indicating the transactions were pre-arranged under that plan rather than made on an ad hoc basis.
Wayfair Inc. reported insider equity activity by its Chief Technology Officer. On January 1, 2026, previously granted restricted stock units (RSUs) converted into a total of 23,276 shares of Class A common stock through two transactions of 1,635 and 21,641 shares at an exercise price of $0 per share. To cover taxes upon vesting, 11,906 shares were withheld and disposed of at $106.56 per share, leaving 11,370 shares held directly. The CTO also has an indirect holding of 209,328 shares through a revocable trust. Some RSUs from an April 18, 2022 grant remain scheduled to vest between April 1, 2026 and later quarterly dates, while a December 21, 2025 RSU grant fully satisfied its service condition on January 1, 2026.
Wayfair Inc.'s President, Commercial & Operations reported multiple equity transactions in early 2026. On January 1, 2026, restricted stock units (RSUs) converted into 326, 181, and 18,702 shares of Class A Common Stock at an exercise price of $0. To cover taxes on the RSU vesting, 8,961 shares were withheld by the company at a price of $106.56.
On January 5, 2026, the executive sold 4,997 shares of Class A Common Stock at $105.84 in a transaction marked as a sale. This sale was executed under a Rule 10b5-1 trading plan adopted on August 12, 2025. Following these transactions, the reporting person directly beneficially owned 106,107 shares of Wayfair Class A Common Stock, along with remaining unvested RSUs scheduled to vest through October 1, 2026.
Wayfair Inc. (W) reported insider equity activity by its CFO and Chief Administrative Officer, Kate Gulliver. On January 1, 2026, several restricted stock unit (RSU) awards vested, resulting in the acquisition of 391, 217, 584, and 18,001 shares of Class A common stock at an exercise price of $0 per share. To cover tax withholding on these vestings, 8,955 shares were withheld by the company at a price of $106.56 per share.
On January 2, 2026, Gulliver sold 36,497 shares of Class A common stock at a price of $106.50 per share in an open-market transaction. The filing states that these sales were carried out under a Rule 10b5-1 trading plan adopted on August 6, 2025. After these transactions, Gulliver beneficially owned 149,238 shares directly, and still holds several unvested RSU tranches scheduled to vest through 2026, subject to continued service.
Wayfair Inc. director, officer, and co-founder Steven Conine reported multiple open-market sales of Class A common stock under a pre-arranged Rule 10b5-1 trading plan. The plan was adopted on May 29, 2025, and the reported trades occurred on December 23 and December 26, 2025.
On these dates, Conine sold blocks of Wayfair Class A shares at weighted average prices ranging from about $97.60–$102.88 per share, with each price reflecting multiple transactions within the stated ranges. Following the reported sales, he beneficially owns 439,073 shares directly and an additional 22,857 shares indirectly through SK Ventures LLC, where he is a member and may be deemed a beneficial owner.
Wayfair Inc. chief executive officer and director Niraj Shah reported pre-planned sales of Class A common stock made under a Rule 10b5-1 trading plan adopted on May 29, 2025. On December 23, 2025, he sold multiple blocks of shares at weighted average prices ranging from $97.60 to $101.76 per share, and on December 26, 2025 he sold additional shares at weighted average prices between $102.00 and $102.78 per share. After these transactions, he beneficially owned 439,137 Class A shares directly and 22,857 shares indirectly through SK Ventures LLC.
Wayfair Inc. reported that Chief Technology Officer Fiona Tan received a grant of 21,641 restricted stock units (RSUs) on December 21, 2025. Each RSU represents a contingent right to receive one share of Wayfair Class A common stock when it vests and was reported at a price of $0 per unit.
The RSUs vest upon satisfaction of a service condition, which is fully satisfied on January 1, 2026. Following this grant, Fiona Tan beneficially owns 21,641 derivative securities directly in the form of these RSUs.
Wayfair Inc. reported that its CFO and Chief Administrative Officer, Kate Gulliver, received a new equity award. On 12/21/2025, she was granted 18,001 restricted stock units (RSUs), each representing a contingent right to receive one share of Wayfair Class A common stock when vested. The RSUs have an exercise price of $0, meaning no cash payment is required upon settlement. The service condition for this award is fully satisfied on January 1, 2026, at which point the RSUs vest, and Ms. Gulliver becomes entitled to receive the underlying shares, held as a direct ownership position.
Wayfair Inc. reported an insider equity award for executive Jon Blotner, who serves as President, Commercial & Operations. On 12/21/2025, he was granted 18,702 restricted stock units (RSUs) linked to Wayfair's Class A common stock at a price of $0 per unit. Each RSU represents the right to receive one share of Class A common stock upon vesting. The RSUs vest based on a service condition that is fully satisfied on January 1, 2026, and they have no expiration date. Following this grant, Blotner holds 18,702 RSUs directly.
Wayfair Inc. (W) co-founder, director and officer Steven Conine reported several equity transactions dated 11/24/2025. He converted, at his election, 740,000 shares of Class B common stock into an equal number of Class A shares, with the Class B shares having no expiration and being convertible one-for-one into Class A at any time.
On the same date, he sold an aggregate of 150,000 Class A shares in multiple trades at weighted average prices ranging from about $104.50 to $107.82, all executed under a Rule 10b5-1 trading plan adopted on May 29, 2025. He also transferred 110,000 shares to a donor-advised fund and 30,000 shares to the Conine Family Foundation.
Following these transactions, Conine reported 589,073 Class A shares held directly and 22,857 Class A shares held indirectly through SK Ventures LLC, plus 9,133,304 Class B shares beneficially owned as derivative securities.
Wayfair Inc. (W) Chief Executive Officer and director Niraj Shah reported multiple equity transactions dated 11/24/2025. He converted 740,000 shares of Class B Common Stock into Class A Common Stock, with each Class B share convertible into one Class A share with no expiration date.
Following the conversion, he executed a series of open-market sales of Class A Common Stock under a previously adopted Rule 10b5-1 trading plan, selling blocks of 38,971, 80,355, 28,546, and 2,128 shares at weighted average prices between $104.47 and $107.82 per share. He also transferred 110,000 shares to a donor advised fund and 30,000 shares to the Shah Charitable Foundation.
After these transactions, Shah reported direct ownership of 589,137 Class A shares and indirect ownership of 22,857 Class A shares through SK Ventures LLC, as well as 9,134,496 derivative securities related to Class B Common Stock.
Wayfair (W) reported an insider equity change by a director. On 11/12/2025, the reporting person acquired 2,261 shares of Class A common stock at a stated price of $0, resulting in 2,261 shares beneficially owned directly after the transaction.
The filing explains the shares are issuable upon vesting of restricted stock units tied to a service-based vesting schedule over one year, with quarterly installments as specified.