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 reported proposed insider sales of Class A shares via Form 144 by primary holders. The excerpt lists multiple transactions by Niraj S. Shah and Shah Charitable Foundation, including recent sale entries of 113,863 shares on 04/23/2026 and 93,000 shares on 02/23/2026.
The filing lists sale dates and gross proceeds per transaction in USD for each entry; the records are individual disposition notices for Class A shares.
Gulliver Kate reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. reported that CFO and Chief Admin Officer Kate Gulliver received a grant of 89,714 Restricted Stock Units (RSUs), each representing one share of Class A Common Stock upon vesting. The award was granted on May 1, 2026 and vests in four service-based installments through April 1, 2027.
Subject to continued service, 22,428 shares will vest on July 1, 2026, 22,429 shares on October 1, 2026, 22,428 shares on January 1, 2027, and 22,429 shares on April 1, 2027. After this grant, she directly holds 89,714 RSUs.
Blotner Jon reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. reported that Pres., Commercial & Operations Jon Blotner received a grant of 91,768 restricted stock units (RSUs), each representing one share of Class A common stock when vested. The award is subject to a service condition and has no expiration date.
Subject to continued service, 22,942 RSUs are scheduled to vest on each of July 1, 2026, October 1, 2026, January 1, 2027, and April 1, 2027. Following this grant, Blotner holds 91,768 RSUs directly.
Tan Fiona reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. disclosed that Chief Technology Officer Fiona Tan received a grant of 108,292 Restricted Stock Units (RSUs), each representing a right to receive one share of Class A Common Stock when vested. This is a compensation-related equity award rather than a market purchase or sale.
The RSUs were granted on May 1, 2026 and vest based on continued service. Subject to Ms. Tan’s continued employment, 27,073 shares will vest on each of July 1, 2026, October 1, 2026, January 1, 2027, and April 1, 2027, and they have no expiration date.
Wayfair Inc. reported higher revenue but remained unprofitable for the quarter ended March 31, 2026. Net revenue rose to $2.93 billion, up 7.4% year over year, driven by higher average order values and more orders, with 79.8% of orders from repeat customers.
Gross profit increased to $880 million, but the company posted a net loss of $105 million, or $0.80 per share, as interest expense, restructuring charges and a loss on debt extinguishment offset operating improvements. Adjusted EBITDA improved to $151 million, and operating cash use narrowed to $52 million, while Wayfair continued to manage its $3.0 billion debt load through redemptions and repurchases.
Wayfair Inc: Vanguard Capital Management reports beneficial ownership of 5,473,063 shares of Wayfair common stock, representing 5.03% of the class as of 03/31/2026. The filing shows sole dispositive power over all 5,473,063 shares and sole voting power for 809,864 shares. The filing attributes holdings to Vanguard Capital Management and specified affiliates under SEC Release No. 34-39538.
Wayfair Inc. reported improved first quarter 2026 results, with net revenue of $2.93 billion, up 7.4% year over year, driven by U.S. revenue of $2.61 billion and international revenue of $319 million. Gross profit reached $880 million, a 30.0% gross margin.
The company still posted a net loss of $105 million (basic and diluted loss per share of $0.80), but Adjusted EBITDA rose to $151 million, a 5.2% margin versus 3.9% a year earlier. Free cash flow was negative at ($106) million, and net cash used in operating activities was $52 million.
Active customers grew to 21.4 million, up 1.4%, with last‑twelve‑months net revenue per active customer of $591, up 5.2%. Orders delivered increased 3.3% to 9.4 million, average order value rose to $312, and 64.7% of orders were placed via mobile devices. Cash and cash equivalents were $1.0 billion, and long‑term debt was $2.93 billion.
Wayfair Inc. director Steven Conine reported open-market sales of a total of 120,000 shares of Class A Common Stock on April 23–24, 2026, at weighted-average prices in the high-$70s per share. The sales were effected under a Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were pre-arranged. Following these transactions, Conine directly holds 429,073 shares and has an additional 22,857 shares held indirectly through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open-market sales of 120,000 shares of Class A Common Stock on April 23–24, 2026. The transactions were executed at prices generally in the high-$70 range per share and are described as open-market sales.
According to a footnote, these sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were scheduled in advance. After the reported sales, Shah held 429,137 shares directly. In addition, 22,857 shares are owned by SK Ventures LLC, of which Shah is a member and may be deemed a beneficial owner.
Wayfair Inc. executive Jon Blotner reported an update to a prior insider filing reflecting an inheritance-related transfer. On April 1, 2026, his spouse received 100 shares of Wayfair Class A Common Stock from an inherited IRA account at no stated price, making Blotner an indirect beneficial owner of these 100 shares held by his spouse.