Welcome to our dedicated page for Wayfair SEC filings (Ticker: W), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Wayfair Inc.'s SEC filings document its home retail operating results, public-company governance, capital structure, and material events. Form 8-K reports furnish quarterly and annual financial results, including revenue by U.S. and international operations, active-customer metrics, order activity, profitability measures, liquidity, and cash flow information.
The filing record also covers Wayfair's Class A common stock, proxy matters, executive compensation, board governance, and shareholder voting items. Capital-structure disclosures include senior secured notes issued by Wayfair LLC, convertible senior notes, redemptions, repurchases, liability-management activity, related guarantees, and Regulation FD updates tied to financing and debt transactions.
An affiliate of NYSE: W filed a notice to sell 36,497 Class A shares with an aggregate market value of $3,886,930.50. The planned sale is to be executed through Fidelity Brokerage Services LLC on the NYSE.
The securities come from restricted stock that vested on several dates in 2023 and 2024 and were received as compensation from the issuer. Class A shares outstanding were 106,879,786 as of the time stated in the notice, providing context for the size of the planned sale. The filer also reports a prior sale on 11/04/2025 of 9,612 Class A shares for gross proceeds of $982,346.40.
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.
A shareholder plans to sell 30,000 shares of Class A stock through Fidelity Brokerage Services LLC on the NYSE, with an indicated aggregate market value of $3,069,976.63. The filing notes that 106,879,786 Class A shares were outstanding.
In the prior three months, the same shareholder and the Conine Family Foundation completed multiple Class A sales, including 150,000 shares on 11/24/2025 for $15,888,270.86 and 120,000 shares on 12/23/2025 for $12,033,108.74, along with several smaller transactions.
A shareholder in W has filed a notice under Rule 144 to sell 30,000 Class A shares through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $3,069,663.79. The filing lists 106,879,786 Class A shares as outstanding. The shares to be sold are identified as founders shares acquired from the issuer on 01/01/2002 as compensation.
The notice also details prior sales during the past three months by Niraj S. Shah and the Shah Charitable Foundation, including multiple Class A share transactions between 10/10/2025 and 12/23/2025 with gross proceeds ranging from the hundreds of thousands to over $15 million. By signing, the seller represents they are not aware of undisclosed material adverse information about the issuer’s operations.
A shareholder has filed a notice to sell additional shares under Rule 144. The filing covers a proposed sale of 120,000 shares of Class A common stock through Fidelity Brokerage Services LLC on or around 12/23/2025, with an aggregate market value of $12,033,108.74. The notice states that 106,879,786 Class A shares were outstanding at the time of the filing, which serves as a baseline figure.
The seller acquired these 120,000 shares as founder compensation on 01/01/2002. Over the prior three months, related sellers, including Steven K. Conine and the Conine Family Foundation, completed multiple open-market sales of Class A shares, each with disclosed dates, share amounts, and gross proceeds, such as 150,000 shares sold on 11/24/2025 for $15,888,270.86.
An affiliate of the issuer has filed a notice under Rule 144 to sell 120,000 Class A shares through Fidelity Brokerage Services LLC on the NYSE. The filing lists an aggregate market value of $12,033,247.33 for these shares, with 106,879,786 Class A shares outstanding. The securities were originally acquired as founders shares from the issuer on 01/01/2002 as compensation.
The notice also discloses that, during the prior three months, entities including Niraj S. Shah and the Shah Charitable Foundation sold multiple blocks of Class A shares, with individual transactions such as 150,000 shares sold on 11/24/2025 and 120,000 shares sold on 10/23/2025. By signing the notice, the seller represents that they do not know of any undisclosed material adverse information about the issuer’s operations.
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.