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 (W) director Michael E. Sneed reported an acquisition of 2,261 shares of Class A common stock at $0 on 11/12/2025 (transaction code A). Following this transaction, he beneficially owns 24,543 shares directly.
The filing notes these shares are issuable upon vesting of restricted stock units, which vest over a one-year period commencing on November 1, 2025, with 1/4 vesting on February 1, 2025 and an additional 1/4 each three months thereafter, subject to a service condition.
Wayfair Inc. (W) Form 4: Officer Jon Blotner (Pres., Commercial & Operations) reported transactions on 11/10/2025 executed under a Rule 10b5-1 plan adopted on August 12, 2025. He sold 410 shares at $110 and 3,651 shares at $107.94. He also transferred 163 shares as a gift to a donor advised fund. Following these transactions, he beneficially owns 100,856 Class A shares, held directly.
Wayfair (W) reported an insider transaction by Chief Technology Officer Fiona Tan. On 11/10/2025, an affiliated revocable trust sold 2,882 shares of Class A common stock at $112 and 2,559 shares at $109, reported with transaction code “S”. These sales were made under a Rule 10b5-1 trading plan established on August 5, 2025.
Following the trades, the trust beneficially owned 211,887 shares after the first sale and 209,328 shares after the second, reported as indirect ownership by a revocable trust.
Wayfair (W) insider activity: Chief Technology Officer Fiona Tan reported transactions on 11/05/2025. A revocable trust for which she serves as trustee sold 6,347 Class A shares at $100.54 under a Rule 10b5-1 trading plan established on 08/05/2025.
The filing also records transfers totaling 15,909 shares at $0 to the revocable trust, shifting holdings from direct to indirect ownership. Following the reported transactions, one line shows 198,860 shares indirectly held by the revocable trust after the sale, and another shows 214,769 shares indirectly held after the transfers; the direct line reflects 0 shares.
Wayfair Inc. (W) reported an insider transaction by its CFO and Chief Admin Officer, Kate Gulliver. On 11/04/2025, she sold 9,612 shares of Class A common stock at $102.20 per share in a transaction coded “S.” The filing notes the sale was made under a Rule 10b5-1 trading plan adopted on August 6, 2025.
Following the sale, Gulliver beneficially owned 175,497 shares, held directly. The Form 4 was filed by a single reporting person, and the signature is by Attorney-In-Fact Enrique Colbert for Kate Gulliver.
Wayfair Inc. (W) — Form 4 filing: Director Diana Frost reported a tax withholding transaction related to RSU vesting. On 11/03/2025, the issuer withheld 548 shares of Class A common stock (transaction code F) to satisfy tax obligations at a price of $103.3 per share. Following this withholding, Frost beneficially owns 5,676 shares, held directly.
Wayfair (W): Form 4 insider transaction — Co‑Founder and officer Steven Conine reported open‑market sales totaling 30,000 Class A shares on 10/28/2025, executed in multiple tranches under a Rule 10b5‑1 trading plan adopted on May 29, 2025. Tranche weighted‑average prices ranged from $102.47 to $108.28, with underlying trade ranges from $102.00 to $108.34.
Following these transactions, Conine directly beneficially owns 139,073 Class A shares and indirectly holds 22,857 shares through SK Ventures LLC.
Wayfair (W) CEO, director, and 10% owner Niraj Shah filed a Form 4 reporting open‑market sales totaling 30,000 Class A shares on 10/28/2025 pursuant to a Rule 10b5-1 trading plan adopted on May 29, 2025. The transactions were executed in tranches at weighted‑average prices ranging from $102.54 to $108.26. After these sales, Shah directly held 139,137 shares and indirectly held 22,857 shares through SK Ventures LLC.
Wayfair (W) co-founder, director and 10% owner Steven Conine reported sales of 120,000 Class A shares on 10/23/2025 under a Rule 10b5-1 trading plan adopted on May 29, 2025. Tranche weighted-average prices were $80.98 (range $80.41–$81.40), $81.77 (range $81.41–$82.40), $82.97 (range $82.42–$83.41), and $83.54 (range $83.42–$83.67).
Following these transactions, Conine beneficially owns 169,073 shares directly and 22,857 shares indirectly through SK Ventures LLC.
Wayfair (W): CEO insider sale filed. CEO/Director/10% owner Niraj Shah sold 120,000 Class A shares on 10/23/2025 under a Rule 10b5-1 trading plan adopted on May 29, 2025. The sales occurred in four tranches at weighted average prices of $80.99, $81.77, $82.96, and $83.54, with individual trades executed within the disclosed ranges. Following these transactions, Shah directly held 169,137 shares and indirectly held 22,857 shares through SK Ventures LLC.
Wayfair (W) reported insider transactions by CEO, Director, and 10% Owner Niraj Shah. On 10/20/2025, he sold 19,284 and 65,716 shares of Class A common stock at weighted average prices of $82.43 and $82.97, respectively.
The sales were effected under a Rule 10b5-1 trading plan adopted on August 15, 2024. Following these transactions, Shah directly owned 289,137 shares and indirectly held 22,857 shares through SK Ventures LLC.
Wayfair (W): Co‑founder Steven Conine reported open‑market sales under a Rule 10b5‑1 plan. On 10/20/2025, he sold 19,290 shares of Class A common stock at a weighted average price of $82.43 (transactions ranged from $81.70 to $82.69) and 65,710 shares at a weighted average price of $82.97 (ranged from $82.70 to $83.55).
Following these transactions, Conine beneficially owned 289,073 Class A shares directly. He also had indirect beneficial ownership of 22,857 shares through SK Ventures LLC. The filing lists his roles as Director, Officer (Co‑Founder), and 10% Owner.
Kate Gulliver, Wayfair Inc.'s CFO and Chief Administrative Officer, reported multiple equity transactions dated 10/01/2025 on a Form 4. Several restricted stock units (RSUs) vested when service conditions were satisfied; the filings show grants from 2020, 2021, 2022, 2023, and 09/22/2025. The issuer withheld 12,941 shares to satisfy tax withholding and those withheld shares were disposed of in a transaction reported at a price of $86.41 per share. After the reported transactions, Ms. Gulliver beneficially owned 185,109 shares of Class A common stock, held directly.
The Form distinguishes non-derivative shares and derivative RSU awards and notes specific vesting schedules for remaining unvested RSUs, including scheduled quarterly vesting beginning 01/01/2026 and specific vesting on 01/01/2026 and 04/01/2026 for certain grants.
Fiona Tan, Chief Technology Officer of Wayfair Inc. (W), reported transactions on 10/01/2025 related to the vesting of restricted stock units (RSUs). The filing shows RSUs granted on 4/18/2022 and 9/22/2025 with the 9/22/2025 grant's service condition satisfied on 10/01/2025, triggering vesting. The issuer withheld 16,351 shares to satisfy tax withholding on the vested RSUs. Following the reported activity, Ms. Tan directly beneficially owns reported Class A shares and indirectly holds 205,207 Class A shares as trustee of a revocable trust. The filing lists specific upcoming vesting dates for the 2022 grant: 1,635 shares on 1/1/2026, 1,636 shares on 4/1/2026, and an aggregate 4,795 shares vesting quarterly beginning 7/1/2026.
Jon Blotner, President, Commercial & Operations of Wayfair Inc. (W), reported multiple restricted stock unit (RSU) vesting events and a share sale on 10/01/2025. An award of 26,145 RSUs granted on 9/22/2025 vested in full, and earlier RSU grants from 11/12/2020, 11/11/2021, and 4/18/2022 also vested or partially vested per their service conditions. Each RSU converts to one share of Class A common stock when vested.
The filing shows withholding of 12,940 shares to satisfy tax obligations related to vesting, sold at $86.41, leaving Mr. Blotner with 105,080 shares beneficially owned after the transactions. Several smaller RSU tranches remain scheduled to vest in quarterly installments beginning 1/1/2026 and through 7/1/2026.
Wayfair Inc. director and CEO Niraj Shah reported insider sales under a Rule 10b5-1 plan adopted August 15, 2024. On September 22, 2025 he sold a total of 85,000 Class A common shares in multiple transactions at weighted-average prices of about $85.53, $86.75 and $87.67, with transaction prices reported in ranges between $85.20 and $88.08. After these dispositions the reporting person beneficially owned 374,137 shares directly and is deemed to beneficially own 22,857 shares indirectly through SK Ventures LLC, for a combined reported beneficial ownership of 396,994 shares. The filer signed the form on September 24, 2025 and offered to provide detailed per-price sale information on request.
Steven Conine, a co-founder, director and 10% owner of Wayfair Inc. (W), reported multiple open-market sales of Class A common stock on 09/22/2025 effected under a Rule 10b5-1 trading plan adopted August 15, 2024. The Form 4 lists three separate weighted-average sales: 19,504 shares at $85.54 (weighted range $85.20–$86.18), 35,401 shares at $86.74 (range $86.20–$87.19) and 30,095 shares at $87.67 (range $87.20–$88.09), all disposed of on 09/22/2025. Following these transactions Conine directly owned 374,073 Class A shares and indirectly held 22,857 shares through SK Ventures LLC, of which he is a member.
Wayfair Inc. (W) reported an insider equity award to Jon Blotner, President, Commercial & Operations. The Form 4 shows an award of 26,145 restricted stock units (RSUs) granted on 09/22/2025. Each RSU represents the contingent right to one share of Class A Common Stock and the reported acquisition price is $0.
The RSUs vest upon satisfaction of a service condition that is fully satisfied on October 1, 2025, and the filing reports 26,145 shares beneficially owned following the transaction, held directly. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Blotner on 09/24/2025.
Wayfair Inc. Chief Technology Officer Fiona Tan was granted 30,624 restricted stock units (RSUs) on 09/22/2025, each representing the contingent right to one share of Class A Common Stock upon vesting. The RSUs carry a $0 purchase price and are reported as 30,624 shares beneficially owned following the grant. The RSUs vest upon satisfaction of a service condition that is fully satisfied on October 1, 2025; the award has no expiration date. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 09/24/2025.
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.
Wayfair Inc. reporting person Niraj Shah, who serves as Chief Executive Officer, Director and 10% owner, disclosed a grant dated 09/19/2025 of 5,000,000 Performance Stock Units (PSUs). Each PSU represents a contingent right to one share of Class A Common Stock and the reported beneficial ownership following the grant is 5,000,000 shares, direct. The grant is contingent on stockholder approval of additional shares under the 2023 Incentive Award Plan at the 2026 Annual Meeting and will terminate if that approval is not received. The PSUs vest in six tranches over ten years, with each tranche conditioned on specified per-share price thresholds and the reporting person satisfying a service condition.