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.
Form 144 notice: A shareholder plans to sell 120,000 shares of Class A stock, with an aggregate market value of $9,860,055.10, on or about 10/23/2025 on the NYSE. The filing lists 105,002,641 shares outstanding.
The shares to be sold were acquired on 01/01/2002 as “Founders Shares” with compensation as the form of payment. Recent sales disclosed for the same account(s) over the past three months include 199,422 shares on 08/13/2025 for $15,633,884.49 and 85,000 shares on 08/20/2025 for $6,806,096.92, alongside additional transactions by the named seller and a related foundation.
This notice outlines an intended sale under Rule 144 and summarizes recent transaction activity and share acquisition history.
W filed a Form 144 indicating a proposed sale of 120,000 Class A shares. The filing lists an aggregate market value of $9,860,419.03, with sales to be executed through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 10/23/2025.
The notice also shows recent insider and related-party activity over the past three months, including multiple Class A share sales such as 199,473 shares on 08/13/2025 and 85,000 shares on 08/20/2025. Shares outstanding were 105,002,641 at the time noted in the form.
Wayfair (W) reported insider transactions by CEO, Director, and 10% Owner Niraj Shah. On 10/20/2025, he sold 19,284 and 65,716 shares of Class A common stock at weighted average prices of $82.43 and $82.97, respectively.
The sales were effected under a Rule 10b5-1 trading plan adopted on August 15, 2024. Following these transactions, Shah directly owned 289,137 shares and indirectly held 22,857 shares through SK Ventures LLC.
Wayfair (W): Co‑founder Steven Conine reported open‑market sales under a Rule 10b5‑1 plan. On 10/20/2025, he sold 19,290 shares of Class A common stock at a weighted average price of $82.43 (transactions ranged from $81.70 to $82.69) and 65,710 shares at a weighted average price of $82.97 (ranged from $82.70 to $83.55).
Following these transactions, Conine beneficially owned 289,073 Class A shares directly. He also had indirect beneficial ownership of 22,857 shares through SK Ventures LLC. The filing lists his roles as Director, Officer (Co‑Founder), and 10% Owner.
Wayfair (W) filed an amended Form 144 indicating a proposed sale of 85,000 Class A shares, with an aggregate market value of $7,042,070.36. The notice lists the NYSE as the exchange, Fidelity Brokerage Services LLC as broker, and an approximate sale date of October 20, 2025. The filing notes 105,002,641 shares outstanding.
The securities to be sold were acquired as Founders Shares on January 1, 2002 as compensation. The notice also reports recent sales over the past three months by the named party and a related foundation, including multiple Class A share transactions with listed gross proceeds. Form 144 is a notice of potential sales by affiliates or holders of restricted stock; it does not involve proceeds to the company.
Wayfair Inc. insiders filed a Form 144 reporting proposed and recent sales of Class A common stock. The notice records a proposed sale of 5,000 shares via Fidelity, with an aggregate market value of $392,100.00 and an approximate sale date of 10/10/2025 on the NYSE. The filing shows the shares were originally acquired as Founders Shares on 01/01/2002 and were recorded as compensation.
Recent executed sales by the named sellers over the prior three months total large quantities: notable transactions include multiple sales by Steven K. Conine totaling over 600,000 shares across several dates with gross proceeds in the multi‑millions (examples: $15,637,743.32 on 08/13/2025, $6,806,041.84 on 08/20/2025, $7,377,476.42 on 09/22/2025). The filer certifies no undisclosed material adverse information and references Rule 10b5‑1 considerations.
Wayfair Inc. filing a Form 144 notifies a proposed sale of 5,000 Class A shares through Fidelity Brokerage Services with an aggregate market value of $392,100, planned for 10/10/2025. The reported shares were originally acquired as Founders Shares on 01/01/2002 and were paid as compensation. The filing also discloses insider sales during the prior three months totaling 477,000 Class A shares for gross proceeds of approximately $36,775,585.53, executed by Niraj S. Shah and Shah Charitable Foundation on multiple dates between 07/10/2025 and 09/22/2025. The notice includes the required representation that the seller does not possess undisclosed material adverse information.
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.