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. 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.
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.