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.
Kate Gulliver, Wayfair Inc.'s CFO and Chief Administrative Officer, reported multiple equity transactions dated 10/01/2025 on a Form 4. Several restricted stock units (RSUs) vested when service conditions were satisfied; the filings show grants from 2020, 2021, 2022, 2023, and 09/22/2025. The issuer withheld 12,941 shares to satisfy tax withholding and those withheld shares were disposed of in a transaction reported at a price of $86.41 per share. After the reported transactions, Ms. Gulliver beneficially owned 185,109 shares of Class A common stock, held directly.
The Form distinguishes non-derivative shares and derivative RSU awards and notes specific vesting schedules for remaining unvested RSUs, including scheduled quarterly vesting beginning 01/01/2026 and specific vesting on 01/01/2026 and 04/01/2026 for certain grants.
Fiona Tan, Chief Technology Officer of Wayfair Inc. (W), reported transactions on 10/01/2025 related to the vesting of restricted stock units (RSUs). The filing shows RSUs granted on 4/18/2022 and 9/22/2025 with the 9/22/2025 grant's service condition satisfied on 10/01/2025, triggering vesting. The issuer withheld 16,351 shares to satisfy tax withholding on the vested RSUs. Following the reported activity, Ms. Tan directly beneficially owns reported Class A shares and indirectly holds 205,207 Class A shares as trustee of a revocable trust. The filing lists specific upcoming vesting dates for the 2022 grant: 1,635 shares on 1/1/2026, 1,636 shares on 4/1/2026, and an aggregate 4,795 shares vesting quarterly beginning 7/1/2026.
Jon Blotner, President, Commercial & Operations of Wayfair Inc. (W), reported multiple restricted stock unit (RSU) vesting events and a share sale on 10/01/2025. An award of 26,145 RSUs granted on 9/22/2025 vested in full, and earlier RSU grants from 11/12/2020, 11/11/2021, and 4/18/2022 also vested or partially vested per their service conditions. Each RSU converts to one share of Class A common stock when vested.
The filing shows withholding of 12,940 shares to satisfy tax obligations related to vesting, sold at $86.41, leaving Mr. Blotner with 105,080 shares beneficially owned after the transactions. Several smaller RSU tranches remain scheduled to vest in quarterly installments beginning 1/1/2026 and through 7/1/2026.
Wayfair Inc. director and CEO Niraj Shah reported insider sales under a Rule 10b5-1 plan adopted August 15, 2024. On September 22, 2025 he sold a total of 85,000 Class A common shares in multiple transactions at weighted-average prices of about $85.53, $86.75 and $87.67, with transaction prices reported in ranges between $85.20 and $88.08. After these dispositions the reporting person beneficially owned 374,137 shares directly and is deemed to beneficially own 22,857 shares indirectly through SK Ventures LLC, for a combined reported beneficial ownership of 396,994 shares. The filer signed the form on September 24, 2025 and offered to provide detailed per-price sale information on request.
Steven Conine, a co-founder, director and 10% owner of Wayfair Inc. (W), reported multiple open-market sales of Class A common stock on 09/22/2025 effected under a Rule 10b5-1 trading plan adopted August 15, 2024. The Form 4 lists three separate weighted-average sales: 19,504 shares at $85.54 (weighted range $85.20–$86.18), 35,401 shares at $86.74 (range $86.20–$87.19) and 30,095 shares at $87.67 (range $87.20–$88.09), all disposed of on 09/22/2025. Following these transactions Conine directly owned 374,073 Class A shares and indirectly held 22,857 shares through SK Ventures LLC, of which he is a member.
Wayfair Inc. (W) reported an insider equity award to Jon Blotner, President, Commercial & Operations. The Form 4 shows an award of 26,145 restricted stock units (RSUs) granted on 09/22/2025. Each RSU represents the contingent right to one share of Class A Common Stock and the reported acquisition price is $0.
The RSUs vest upon satisfaction of a service condition that is fully satisfied on October 1, 2025, and the filing reports 26,145 shares beneficially owned following the transaction, held directly. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Blotner on 09/24/2025.
Wayfair Inc. Chief Technology Officer Fiona Tan was granted 30,624 restricted stock units (RSUs) on 09/22/2025, each representing the contingent right to one share of Class A Common Stock upon vesting. The RSUs carry a $0 purchase price and are reported as 30,624 shares beneficially owned following the grant. The RSUs vest upon satisfaction of a service condition that is fully satisfied on October 1, 2025; the award has no expiration date. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 09/24/2025.
Kate Gulliver, Chief Financial Officer and Chief Administrative Officer of Wayfair Inc. (W), reported the acquisition of 25,444 restricted stock units (RSUs) on 09/22/2025. Each RSU represents a contingent right to one share of Class A Common Stock and the reporting person beneficially owns 25,444 shares following the transaction. The RSUs have a $0 exercise price, vest upon satisfaction of a service condition, and the filing states the service condition will be fully satisfied on October 1, 2025, with no expiration date for the RSUs.
Wayfair Inc. Form 144 filed for a proposed Rule 144 sale of 85,000 Class A shares through Fidelity Brokerage Services, with an aggregate market value of $7,377,476.42 and approximate sale date 09/22/2025 on the NYSE. The shares were acquired as Founders Shares on 01/01/2002 from the issuer and were noted as compensation. The filing also discloses multiple Class A sales by Steven K. Conine and the Conine Family Foundation during June–September 2025, including a 199,473-share sale on 08/13/2025 and an 85,000-share sale on 08/20/2025, with individual proceeds reported for each transaction.
Wayfair Inc. Form 144 notice: This filing notifies the proposed sale of 85,000 Class A shares through Fidelity Brokerage Services (approximate aggregate market value $7,377,073.54) with an approximate sale date of 09/22/2025 on the NYSE. The securities were originally acquired as Founders Shares on 01/01/2002 and the stated nature of payment was compensation. The filing also discloses multiple Class A sales by the reporting persons and related charitable foundation between 06/30/2025 and 09/10/2025, with individual transactions ranging from 1,000 to 199,422 shares and gross proceeds shown per sale.
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