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.
This page provides access to Wayfair Inc. (NYSE: W) SEC filings, offering insight into how the company in the electronic shopping and mail-order houses industry reports its financial condition, capital structure, and governance. Wayfair’s filings cover its activities as the destination for all things home, with disclosures that complement its public news releases.
Investors can review current reports on Form 8-K detailing material events such as the issuance of 6.75% senior secured notes due 2032 by its subsidiary Wayfair LLC, repurchases of portions of its 3.25% convertible senior notes due 2027 and 3.50% convertible senior notes due 2028, and related liability management strategies aimed at reducing upcoming maturities and managing potential dilution. Other 8-K filings furnish quarterly earnings press releases, giving additional context on net revenue, profitability metrics, liquidity, and key operating indicators like active customers and orders delivered.
Filings also address governance and compensation matters, including detailed descriptions of a performance stock unit award granted to the CEO under the 2023 Incentive Award Plan, with service-based and stock price-based vesting conditions over a ten-year period. Additional 8-Ks discuss board changes, such as the election of independent directors and the terms of their equity compensation and indemnification agreements.
Through Stock Titan, these SEC documents are paired with AI-powered summaries that help explain complex sections, highlight key terms in debt indentures, and surface notable changes in capital structure or executive incentives. Users can quickly locate quarterly and annual reports when available, as well as 8-Ks related to financing transactions, earnings, and governance. Real-time updates from EDGAR ensure that new filings for W are added promptly, while AI-generated highlights make it easier to interpret how each filing may relate to Wayfair’s broader business and financial profile.
Wayfair (W) reported an insider equity change by a director. On 11/12/2025, the reporting person acquired 2,261 shares of Class A common stock at a stated price of $0, resulting in 2,261 shares beneficially owned directly after the transaction.
The filing explains the shares are issuable upon vesting of restricted stock units tied to a service-based vesting schedule over one year, with quarterly installments as specified.
Wayfair (W) director Michael E. Sneed reported an acquisition of 2,261 shares of Class A common stock at $0 on 11/12/2025 (transaction code A). Following this transaction, he beneficially owns 24,543 shares directly.
The filing notes these shares are issuable upon vesting of restricted stock units, which vest over a one-year period commencing on November 1, 2025, with 1/4 vesting on February 1, 2025 and an additional 1/4 each three months thereafter, subject to a service condition.
Capital World Investors filed Amendment No. 4 to Schedule 13G reporting a passive stake in Wayfair Inc. common stock. CWI is deemed the beneficial owner of 13,374,574 shares, representing 12.7% of the class, based on 105,002,641 shares believed outstanding.
CWI reports sole voting power over 13,368,369 shares and sole dispositive power over 13,374,574 shares, with no shared voting or dispositive power. The event date is 09/30/2025. CWI certifies the securities were acquired and are held in the ordinary course, not to change or influence control.
Wayfair Inc. (W) Form 4: Officer Jon Blotner (Pres., Commercial & Operations) reported transactions on 11/10/2025 executed under a Rule 10b5-1 plan adopted on August 12, 2025. He sold 410 shares at $110 and 3,651 shares at $107.94. He also transferred 163 shares as a gift to a donor advised fund. Following these transactions, he beneficially owns 100,856 Class A shares, held directly.
Wayfair (W) reported an insider transaction by Chief Technology Officer Fiona Tan. On 11/10/2025, an affiliated revocable trust sold 2,882 shares of Class A common stock at $112 and 2,559 shares at $109, reported with transaction code “S”. These sales were made under a Rule 10b5-1 trading plan established on August 5, 2025.
Following the trades, the trust beneficially owned 211,887 shares after the first sale and 209,328 shares after the second, reported as indirect ownership by a revocable trust.
Wayfair Inc. (W): Schedule 13G/A (Amendment No. 7) filed by Baillie Gifford & Co reports beneficial ownership of 4,149,211 shares of Wayfair common stock, representing 3.95% of the class as of 09/30/2025.
Baillie Gifford has sole voting power over 4,113,941 shares and sole dispositive power over 4,149,211 shares, with no shared voting or dispositive power. The filer is classified as an Investment Adviser (IA) and indicates ownership of 5 percent or less of the class.
The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Wayfair.
Wayfair Inc. announced a liability management move: it used a portion of the net proceeds from its 6.75% senior secured notes due 2032 to repurchase approximately $210 million in aggregate principal of its 3.25% convertible senior notes due 2027 for approximately $375 million, plus accrued interest, in privately negotiated transactions. The repurchase is expected to settle on November 12, 2025.
After this transaction, approximately $480 million in aggregate principal of the 2027 notes remains outstanding. The company states this action supports its goals of reducing upcoming maturities and managing potential dilution. Wayfair noted it may undertake additional repurchases or exchanges from time to time, which could affect the trading liquidity of the notes and the market price of its common stock.
Wayfair (W) filed a Form 144 notice for a proposed sale of Class A shares. The filing lists 4,061 shares to be sold through Fidelity Brokerage Services LLC on or about 11/10/2025 on the NYSE, with an aggregate market value of $439,188.94.
The shares were acquired via restricted stock vesting from the issuer on multiple dates: 2,590 on 07/05/2023, 12 on 01/02/2024, 846 on 04/01/2024, and 613 on 07/01/2025. Shares outstanding were 106,879,786. This notice indicates an intent to sell under Rule 144 and does not itself complete a sale.
W — Form 144 filed for proposed insider sale. A selling holder filed notice to sell 6,000 shares of Class A through Fidelity Brokerage Services, with an aggregate market value of $647,640. The approximate sale date is 11/10/2025 on the NYSE. Shares outstanding were 106,879,786.
The notice lists prior sales in the last three months, including 199,422 shares sold on 08/13/2025 for $15,633,884.49 and 120,000 shares sold on 10/23/2025 for $9,860,055.10. Additional sales by the named parties occurred on several dates in August, September, and October 2025 with disclosed gross proceeds. The filer represents they are not aware of undisclosed material adverse information.
W filed a Form 144 notice for a proposed sale of 6,000 Class A shares with an aggregate market value of $647,640, to be transacted on or about November 10, 2025 on the NYSE through Fidelity Brokerage Services LLC. The shares were originally acquired on 01/01/2002 as Founders Shares with the nature of payment stated as Compensation.
Number of shares outstanding is listed as 106,879,786. The filing also reports recent sales over the prior three months, including 120,000 Class A shares on 10/23/2025 for $9,860,419.03 and 85,000 Class A shares on 10/20/2025 for $7,042,071.43.
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