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.
W has a Rule 144 notice for a proposed sale of 6,000 Class A shares through Fidelity Brokerage Services LLC on the NYSE on 08/04/2026, with an aggregate value of $669,780.00. The shares were acquired on 01/01/2002 as founders shares received from the issuer as compensation. Conine Family Foundation has also reported several Class A share sales over the past three months, including 4,000 shares on 05/11/2026 for $263,840.00 and 5,000 shares on 07/10/2026 for $455,950.00.
Shah Charitable Foundation filed to sell 6,000 Class A shares of issuer W through Fidelity Brokerage Services on the NYSE, with a proposed aggregate sale price of $669,780.00. The shares are described as Founders Shares acquired from the issuer on 01/01/2002 as compensation.
The filing also lists recent sales over the prior three months by Shah Charitable Foundation totaling several transactions in Class A shares on various dates from May to July 2026, each with specified share amounts and dollar values.
Wayfair Inc. reported second quarter 2026 net revenue of $3.5 billion, up 7.5% year over year, with U.S. net revenue of $3.1 billion up 8.7% and international revenue of $394 million down 1.3%.
Gross profit was $1,054 million with a 30.0% gross margin. Income from operations increased to $104 million. The company recorded a small net loss of $1 million, or diluted loss per share of $0.01, while Non-GAAP Adjusted EBITDA was $242 million and Adjusted Diluted EPS was $0.95.
Net cash provided by operating activities was $360 million and Free Cash Flow was $301 million, characterized as the strongest since 2020. Cash, cash equivalents and short-term investments totaled $1.1 billion, with total liquidity of $1.6 billion against $2,797 million of long-term debt. Active customers grew 3.3% year over year to 21.7 million, and LTM net revenue per active customer rose 4.2% to $596.
Wayfair, Inc. (W) reports proposed sales of Class A common stock under Rule 144 by related parties, including multiple notices from Conine Family Foundation and a notice from Steven K. Conine. Largest single notice lists 112,861 shares for $8746700.84 on 04/23/2026.
W filed a Form 144 notice disclosing proposed sales of Class A shares by related parties. Niraj S. Shah reported proposed sales of 113,863 shares on 04/23/2026 (proceeds $8,823,241.15), plus additional smaller sales by Shah and the Shah Charitable Foundation across April–June 2026 totaling multiple transactions.
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.
Jonathan Blotner submitted a Form 144 notice to sell 5,925 shares of Class A common stock associated with Restricted Stock Vesting on 07/01/2026. The filing lists Fidelity Brokerage Services LLC as the broker.
The notice also records that 4,790 shares of Class A were sold on 04/02/2026 for $345,790.10. The transaction is described as compensation-related in the excerpt.
Filer submitted a Form 144 reporting proposed sales of Class A shares. The notice lists multiple proposed dispositions by Niraj S. Shah and the Shah Charitable Foundation with individual sale entries dated between 03/23/2026 and 06/10/2026, showing quantities and gross proceeds for each trade.