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 Inc. announced that its subsidiary, Wayfair LLC, intends to offer, subject to market and other conditions, $700 million aggregate principal amount of senior secured notes due 2032 in a private offering.
The notes and related guarantees will not be registered under the Securities Act and will be offered only to qualified institutional buyers under Rule 144A and to non‑U.S. persons under Regulation S. The notice emphasizes there is no assurance the issuance and sale will be consummated. The company also furnished a press release as Exhibit 99.1.
Wayfair (W): Form 4 insider transaction — Co‑Founder and officer Steven Conine reported open‑market sales totaling 30,000 Class A shares on 10/28/2025, executed in multiple tranches under a Rule 10b5‑1 trading plan adopted on May 29, 2025. Tranche weighted‑average prices ranged from $102.47 to $108.28, with underlying trade ranges from $102.00 to $108.34.
Following these transactions, Conine directly beneficially owns 139,073 Class A shares and indirectly holds 22,857 shares through SK Ventures LLC.
Wayfair (W) CEO, director, and 10% owner Niraj Shah filed a Form 4 reporting open‑market sales totaling 30,000 Class A shares on 10/28/2025 pursuant to a Rule 10b5-1 trading plan adopted on May 29, 2025. The transactions were executed in tranches at weighted‑average prices ranging from $102.54 to $108.26. After these sales, Shah directly held 139,137 shares and indirectly held 22,857 shares through SK Ventures LLC.
W — Notice of proposed sale under Form 144. A holder filed to sell 30,000 Class A shares through Fidelity Brokerage Services LLC with an aggregate market value of $3,152,697.67. The shares are listed on the NYSE, with an approximate sale date of 10/28/2025. The filing lists 105,002,641 shares outstanding. The 30,000 shares were acquired as Founders Shares on 01/01/2002 as Compensation.
The filing also lists sales in the past three months by the reporting persons, including Steven K. Conine and the Conine Family Foundation. Examples include: 199,473 shares for $15,637,743.32 on 08/13/2025; 120,000 shares for $9,860,419.03 on 10/23/2025; and 5,000 shares by the Foundation for $392,100.00 on 10/10/2025. These entries document recent transactions alongside the planned sale.
W — Form 144 notice of proposed sale by an affiliate. The filer plans to sell 30,000 shares of Class A common stock through Fidelity Brokerage Services LLC on or about 10/28/2025 on the NYSE, with an aggregate market value of $3,152,949.80. The filing lists 105,002,641 shares outstanding.
The shares to be sold were acquired on 01/01/2002 as founder compensation. The notice also details sales in the past three months by the reporting person and an affiliated foundation, including 199,422 shares on 08/13/2025 for $15,633,884.49 and 120,000 shares on 10/23/2025 for $9,860,055.10, among other transactions.
Wayfair Inc. filed its Q3 2025 10‑Q, reporting net revenue of $3,117 million, up 8.1% year over year, and gross profit of $934 million. Income from operations was $38 million versus a loss in the prior year period, but the company recorded a net loss of $99 million$99 million loss on debt extinguishment and higher interest expense.
Adjusted EBITDA was $208 million for the quarter, and net cash provided by operating activities reached $332 million for the first nine months of 2025. Cash and cash equivalents were $1,171 million, and long‑term debt stood at $2,748 million. The company incurred $68 million year‑to‑date in restructuring charges, including costs tied to exiting Germany and a March workforce reduction. Operating metrics showed 21 million active customers and an average order value of $317, with 80.1% of orders from repeat buyers. After quarter‑end, Wayfair paid in cash the remaining $157 million principal on its 2025 convertible notes at maturity.
W — Notice of proposed sale by an affiliate. A holder filed a Form 144 to sell 11,000 Class A shares with an aggregate market value of $1,100,000, via Fidelity Brokerage Services LLC, on the NYSE, with an approximate sale date of 10/28/2025. The filing lists 105,002,641 shares outstanding.
The securities to be sold were acquired on 01/01/2002 as Founders Shares, with consideration described as Compensation. The disclosure also lists recent sales over the past three months, including Niraj S. Shah selling 199,422 shares for $15,633,884.49 on 08/13/2025 and 120,000 shares for $9,860,055.10 on 10/23/2025, and the Shah Charitable Foundation selling 8,000 shares for $600,000.00 on 08/05/2025.
Wayfair (W) filed a Form 144 notice for a proposed sale of 11,000 Class A shares with an aggregate market value of $1,100,000.00. The filing lists an approximate sale date of 10/28/2025, to be executed through Fidelity Brokerage Services LLC on the NYSE. The shares were originally acquired as founders shares on 01/01/2002 as compensation.
As context, the filing shows 105,002,641 shares outstanding. Recent activity over the past three months includes notable sales, such as Steven K. Conine selling 199,473 shares on 08/13/2025 for $15,637,743.32, and 120,000 shares on 10/23/2025 for $9,860,419.03, as well as sales by the Conine Family Foundation on multiple dates.
Wayfair Inc. furnished a Form 8-K to announce it issued a press release with financial results for the quarter ended September 30, 2025.
The company reported these results via a press release dated October 28, 2025, which is attached as Exhibit 99.1 and incorporated by reference. The information in Item 2.02 and Exhibit 99.1 is furnished, not filed, under the Exchange Act.
Wayfair’s Class A Common Stock trades on the NYSE under the symbol W.
Wayfair (W) co-founder, director and 10% owner Steven Conine reported sales of 120,000 Class A shares on 10/23/2025 under a Rule 10b5-1 trading plan adopted on May 29, 2025. Tranche weighted-average prices were $80.98 (range $80.41–$81.40), $81.77 (range $81.41–$82.40), $82.97 (range $82.42–$83.41), and $83.54 (range $83.42–$83.67).
Following these transactions, Conine beneficially owns 169,073 shares directly and 22,857 shares indirectly through SK Ventures LLC.