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. reported insider equity activity by its Chief Technology Officer. On January 1, 2026, previously granted restricted stock units (RSUs) converted into a total of 23,276 shares of Class A common stock through two transactions of 1,635 and 21,641 shares at an exercise price of $0 per share. To cover taxes upon vesting, 11,906 shares were withheld and disposed of at $106.56 per share, leaving 11,370 shares held directly. The CTO also has an indirect holding of 209,328 shares through a revocable trust. Some RSUs from an April 18, 2022 grant remain scheduled to vest between April 1, 2026 and later quarterly dates, while a December 21, 2025 RSU grant fully satisfied its service condition on January 1, 2026.
Wayfair Inc.'s President, Commercial & Operations reported multiple equity transactions in early 2026. On January 1, 2026, restricted stock units (RSUs) converted into 326, 181, and 18,702 shares of Class A Common Stock at an exercise price of $0. To cover taxes on the RSU vesting, 8,961 shares were withheld by the company at a price of $106.56.
On January 5, 2026, the executive sold 4,997 shares of Class A Common Stock at $105.84 in a transaction marked as a sale. This sale was executed under a Rule 10b5-1 trading plan adopted on August 12, 2025. Following these transactions, the reporting person directly beneficially owned 106,107 shares of Wayfair Class A Common Stock, along with remaining unvested RSUs scheduled to vest through October 1, 2026.
Wayfair Inc. (W) reported insider equity activity by its CFO and Chief Administrative Officer, Kate Gulliver. On January 1, 2026, several restricted stock unit (RSU) awards vested, resulting in the acquisition of 391, 217, 584, and 18,001 shares of Class A common stock at an exercise price of $0 per share. To cover tax withholding on these vestings, 8,955 shares were withheld by the company at a price of $106.56 per share.
On January 2, 2026, Gulliver sold 36,497 shares of Class A common stock at a price of $106.50 per share in an open-market transaction. The filing states that these sales were carried out under a Rule 10b5-1 trading plan adopted on August 6, 2025. After these transactions, Gulliver beneficially owned 149,238 shares directly, and still holds several unvested RSU tranches scheduled to vest through 2026, subject to continued service.
Wayfair insider Jonathan Blotner filed a notice of proposed sale of Class A common stock under Rule 144. The filing covers 4,997 Class A shares to be sold through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of 528,882.48, against 106,879,786 Class A shares outstanding. These shares were acquired on 01/01/2026 through restricted stock vesting from the issuer as compensation, with payment also dated 01/01/2026. The filing also notes a prior sale during the past three months, where Blotner sold 4,061 Class A shares on 11/10/2025 for gross proceeds of 439,188.94.
An affiliate of NYSE: W filed a notice to sell 36,497 Class A shares with an aggregate market value of $3,886,930.50. The planned sale is to be executed through Fidelity Brokerage Services LLC on the NYSE.
The securities come from restricted stock that vested on several dates in 2023 and 2024 and were received as compensation from the issuer. Class A shares outstanding were 106,879,786 as of the time stated in the notice, providing context for the size of the planned sale. The filer also reports a prior sale on 11/04/2025 of 9,612 Class A shares for gross proceeds of $982,346.40.
Wayfair Inc. director, officer, and co-founder Steven Conine reported multiple open-market sales of Class A common stock under a pre-arranged Rule 10b5-1 trading plan. The plan was adopted on May 29, 2025, and the reported trades occurred on December 23 and December 26, 2025.
On these dates, Conine sold blocks of Wayfair Class A shares at weighted average prices ranging from about $97.60–$102.88 per share, with each price reflecting multiple transactions within the stated ranges. Following the reported sales, he beneficially owns 439,073 shares directly and an additional 22,857 shares indirectly through SK Ventures LLC, where he is a member and may be deemed a beneficial owner.
Wayfair Inc. chief executive officer and director Niraj Shah reported pre-planned sales of Class A common stock made under a Rule 10b5-1 trading plan adopted on May 29, 2025. On December 23, 2025, he sold multiple blocks of shares at weighted average prices ranging from $97.60 to $101.76 per share, and on December 26, 2025 he sold additional shares at weighted average prices between $102.00 and $102.78 per share. After these transactions, he beneficially owned 439,137 Class A shares directly and 22,857 shares indirectly through SK Ventures LLC.
A shareholder plans to sell 30,000 shares of Class A stock through Fidelity Brokerage Services LLC on the NYSE, with an indicated aggregate market value of $3,069,976.63. The filing notes that 106,879,786 Class A shares were outstanding.
In the prior three months, the same shareholder and the Conine Family Foundation completed multiple Class A sales, including 150,000 shares on 11/24/2025 for $15,888,270.86 and 120,000 shares on 12/23/2025 for $12,033,108.74, along with several smaller transactions.
A shareholder in W has filed a notice under Rule 144 to sell 30,000 Class A shares through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $3,069,663.79. The filing lists 106,879,786 Class A shares as outstanding. The shares to be sold are identified as founders shares acquired from the issuer on 01/01/2002 as compensation.
The notice also details prior sales during the past three months by Niraj S. Shah and the Shah Charitable Foundation, including multiple Class A share transactions between 10/10/2025 and 12/23/2025 with gross proceeds ranging from the hundreds of thousands to over $15 million. By signing, the seller represents they are not aware of undisclosed material adverse information about the issuer’s operations.
A shareholder has filed a notice to sell additional shares under Rule 144. The filing covers a proposed sale of 120,000 shares of Class A common stock through Fidelity Brokerage Services LLC on or around 12/23/2025, with an aggregate market value of $12,033,108.74. The notice states that 106,879,786 Class A shares were outstanding at the time of the filing, which serves as a baseline figure.
The seller acquired these 120,000 shares as founder compensation on 01/01/2002. Over the prior three months, related sellers, including Steven K. Conine and the Conine Family Foundation, completed multiple open-market sales of Class A shares, each with disclosed dates, share amounts, and gross proceeds, such as 150,000 shares sold on 11/24/2025 for $15,888,270.86.