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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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. Form 144 filed for a proposed Rule 144 sale of 85,000 Class A shares through Fidelity Brokerage Services, with an aggregate market value of $7,377,476.42 and approximate sale date 09/22/2025 on the NYSE. The shares were acquired as Founders Shares on 01/01/2002 from the issuer and were noted as compensation. The filing also discloses multiple Class A sales by Steven K. Conine and the Conine Family Foundation during June–September 2025, including a 199,473-share sale on 08/13/2025 and an 85,000-share sale on 08/20/2025, with individual proceeds reported for each transaction.
Wayfair Inc. Form 144 filed for a proposed Rule 144 sale of 85,000 Class A shares through Fidelity Brokerage Services, with an aggregate market value of $7,377,476.42 and approximate sale date 09/22/2025 on the NYSE. The shares were acquired as Founders Shares on 01/01/2002 from the issuer and were noted as compensation. The filing also discloses multiple Class A sales by Steven K. Conine and the Conine Family Foundation during June–September 2025, including a 199,473-share sale on 08/13/2025 and an 85,000-share sale on 08/20/2025, with individual proceeds reported for each transaction.
Wayfair Inc. Form 144 notice: This filing notifies the proposed sale of 85,000 Class A shares through Fidelity Brokerage Services (approximate aggregate market value $7,377,073.54) with an approximate sale date of 09/22/2025 on the NYSE. The securities were originally acquired as Founders Shares on 01/01/2002 and the stated nature of payment was compensation. The filing also discloses multiple Class A sales by the reporting persons and related charitable foundation between 06/30/2025 and 09/10/2025, with individual transactions ranging from 1,000 to 199,422 shares and gross proceeds shown per sale.
Wayfair Inc. Form 144 notice: This filing notifies the proposed sale of 85,000 Class A shares through Fidelity Brokerage Services (approximate aggregate market value $7,377,073.54) with an approximate sale date of 09/22/2025 on the NYSE. The securities were originally acquired as Founders Shares on 01/01/2002 and the stated nature of payment was compensation. The filing also discloses multiple Class A sales by the reporting persons and related charitable foundation between 06/30/2025 and 09/10/2025, with individual transactions ranging from 1,000 to 199,422 shares and gross proceeds shown per sale.