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.
Wayfair Inc. director Andrea Jung reported a mix of equity grants and ownership reclassification in Wayfair Class A Common Stock. On August 14, 2025, she received a grant of 3,177 restricted stock units (RSUs), bringing her direct holdings to 4,732 shares of Class A stock.
A prior transaction dated June 27, 2025, now amended, shows 15,703 shares of Class A Common Stock being transferred from her individual account to a revocable trust. A footnote clarifies that Jung is the sole trustee and beneficiary of the trust, so this shift largely changes the form of ownership rather than her economic interest. After these transactions, she holds shares both directly and indirectly through the revocable trust.
Wayfair Inc. is calling a virtual annual meeting for May 21, 2026, asking stockholders to elect nine directors, ratify PwC as auditor, approve executive pay on an advisory basis, and amend its 2023 Incentive Award Plan.
The amendment would add 20,000,000 Class A shares to the plan, including 5,000,000 shares underlying a performance stock unit award granted to CEO and Co‑Founder Niraj Shah that vests only if multi‑year stock price and service conditions are met. As of March 23, 2026, 108,777,315 Class A and 21,978,209 Class B shares were outstanding, with Class A carrying one vote and Class B ten votes per share.
Wayfair Inc. Schedule 13G/A Amendment No. 8 reports The Vanguard Group beneficially owns 0% of Wayfair common stock as of 03/13/2026, reflecting an internal realignment and disaggregation made "in accordance with SEC Release No. 34-39538 (January 12, 1998)."
The filing states Vanguard holds 0 shares and 0% voting and dispositive power; the amendment is signed by Ashley Grim on 03/27/2026.
Wayfair Inc. director Steven Conine reported selling 10,394 shares of Class A Common Stock in open-market transactions on March 25, 2026. The shares were sold in three blocks at weighted average prices of $77.62, $78.48, and $79.34 per share under a Rule 10b5-1 trading plan adopted on May 29, 2025.
Following these sales, Conine directly holds 49,073 Class A shares. He also has indirect beneficial ownership of 22,857 additional shares through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah sold 10,611 shares of Class A common stock in open-market transactions. The sales occurred in three trades on March 25, 2026 at weighted average prices of $77.64, $78.54, and $79.38, each executed over multiple price levels. These transactions were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025. Following the sales, Shah holds 49,137 Wayfair shares directly and 22,857 shares indirectly through SK Ventures LLC, where he may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open-market sales of 109,389 shares of Class A Common Stock. The sales occurred on March 23–24, 2026 at prices reported between $75.45 and $78.44 per share, with footnotes describing weighted-average prices and detailed intra-day ranges.
These transactions were effected pursuant to a Rule 10b5-1 trading plan adopted on May 29, 2025, indicating they were pre-arranged. Following these sales, Shah holds 59,748 shares directly, and an additional 22,857 shares indirectly through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. director Steven Conine reported open-market sales of 109,606 shares of Class A Common Stock. The trades occurred on March 23–24, 2026 at prices between $75.00 and $78.91 per share, executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025.
Following these transactions, Conine holds 59,467 shares directly. An additional 22,857 shares are held indirectly through SK Ventures LLC, an entity of which he is a member and may be deemed a beneficial owner. The filing shows net selling activity but also a substantial remaining equity position.
W reported securities sales by principal holders under Form 144, showing multiple dispositions of Class A shares by Steven K. Conine and the Conine Family Foundation on several dates in late 2025 and early 2026.
Notable entries include a sale of 150,000 Class A shares by Steven K. Conine on 01/23/2026 for $16,330,387.86 and a sale of 107,919 Class A shares on 03/23/2026 for $8,330,639.27. The filings list multiple other open-market dispositions with per-trade share counts and proceeds.
Company W affiliate Niraj S. Shah and Shah Charitable Foundation reported multiple proposed sales of Class A shares under Rule 144. The notices list individual sales on 12/26/2025 through 03/24/2026, including specific share counts and proceeds for each trade.