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.
NAYLOR JEFFREY G reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. director Jeffrey G. Naylor reported receiving a grant of 3,176 shares of Class A common stock in the form of restricted stock units. These RSUs vest over time based on continued service, with one quarter vesting on May 1, 2026 and additional quarters vesting every three months of continuous service thereafter.
After this award, Naylor’s directly held Class A common stock totaled 33,052 shares, reflecting his updated beneficial ownership position.
Kumin Michael Andrew reported acquisition or exercise transactions in this Form 4 filing.
Wayfair director Michael Andrew Kumin reported receiving 3,176 shares of Wayfair Class A common stock on March 5, 2026 as a grant or award at a price of $0.00 per share. Each share is issuable upon vesting of a restricted stock unit. The RSUs vest once a service condition is met: one-quarter vests on May 1, 2026, with an additional one-quarter vesting after each three-month period of continuous service thereafter.
After this award, Kumin directly owns 263,753 shares, which include 160 shares in a separately managed account for his benefit. He also has indirect interests in 56,000 shares held by TOF Capital, where he is managing member, and 4,000 shares held by the Great Hill Partners Profit Sharing Plan Trust, a retirement trust for his benefit.
Wayfair Inc. repurchased approximately $56 million in aggregate principal amount of its 3.50% convertible senior notes due 2028, paying about $99 million plus accrued interest in open market transactions.
The company funded these repurchases using a portion of the net proceeds from its 6.75% senior secured notes due 2032. After the transactions, about $533 million principal of the 2028 notes remains outstanding. Wayfair describes this as part of an ongoing liability management strategy aimed at reducing upcoming debt maturities and managing potential equity dilution from its convertible debt.
Wayfair Inc. co-founder and director Steven Conine sold 26,950 shares of Class A Common Stock on February 26, 2026 in open-market transactions under a pre-set Rule 10b5-1 trading plan. The sales were executed in multiple trades at weighted-average prices of $77.48, $78.53, $79.34 and $80.32 per share, with detailed price ranges noted in the filing.
After these direct sales, Conine directly owned 169,073 Wayfair Class A shares. He also indirectly owned 22,857 shares through SK Ventures LLC, an entity of which he is a member and may be deemed a beneficial owner.
Wayfair Inc. Chief Executive Officer Niraj Shah reported open‑market sales of a total of 27,000 shares of Wayfair Class A common stock on February 26, 2026. The transactions, all coded as sales, were executed at weighted average prices of $77.23, $78.56, $79.36, and $80.32, with underlying trades occurring in narrow price ranges around each average.
These sales were carried out under a Rule 10b5‑1 trading plan adopted by Shah on May 29, 2025, indicating they were pre‑scheduled rather than discretionary. After the reported sales, Shah directly owned 169,137 shares of Wayfair Class A common stock and indirectly held 22,857 shares through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.
W reported proposed Rule 144 sales of Class A common stock by insiders and related holders. The filing lists multiple transactions by Steven K. Conine and the Conine Family Foundation, including sales such as Steven K. Conine: 120,000 shares on 02/23/2026 (93,050 shares listed on 02/23/2026) and Conine Family Foundation: 5,000 shares on 12/10/2025. Shares outstanding were 108,769,567 as of 02/26/2026.
Wayfair Inc. director and co-founder Steven Conine reported open-market sales of Class A common stock under a pre-set Rule 10b5-1 trading plan. On February 23, 2026, he sold a total of 93,050 shares in multiple transactions at reported weighted-average prices ranging from about $73 to $81 per share. Following these sales, he directly holds 196,023 Wayfair Class A shares and indirectly holds 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 reported open-market sales of a total of 93,000 shares of Class A Common Stock on February 23, 2026. The trades were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 29, 2025.
The shares were sold in multiple transactions at weighted average prices, with individual trade prices ranging from $73.18 to $81.15 per share. After these sales, Shah directly owned 196,137 Wayfair Class A shares and also had indirect beneficial ownership of 22,857 shares held by SK Ventures LLC, where he is a member.
Wayfair Inc. Chief Technology Officer Fiona Tan reported two bona fide gift transfers of 11,370 shares each of Class A common stock on February 23, 2026. One transaction reduced her direct holdings to zero, while another involved indirectly held shares.
The indirectly held shares are associated with a revocable trust, for which she is trustee and whose beneficiaries are members of her immediate family. Following these reported gifts, 211,698 shares of Class A common stock remained held indirectly through the revocable trust.
W reported proposed affiliate sales of Class A shares by insiders and a charitable foundation, listing multiple transactions between 11/24/2025 and 02/10/2026.
The filing lists specific sales by Niraj S. Shah and the Shah Charitable Foundation, including transactions of 150,000 shares by Niraj S. Shah on 11/24/2025 and 5,000 shares by Shah Charitable Foundation on 12/10/2025. The notice details dates, share counts, and dollar amounts for each proposed disposition.