Welcome to our dedicated page for Warby Parker SEC filings (Ticker: WRBY), 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.
Warby Parker Inc.'s SEC filings document the formal disclosures of a Delaware public benefit corporation whose Class A common stock trades on the New York Stock Exchange under WRBY. Form 8-K reports furnish quarterly and annual operating results, including revenue, SG&A, adjusted EBITDA, customer metrics, cash flow, and store activity, and also record material events such as share repurchase authorization and executive-officer transitions.
Proxy materials describe annual meeting matters, director elections, auditor ratification, advisory executive-compensation votes, and voting rights for Class A and Class B common stock. Other filings cover capital-structure disclosures, Regulation FD product-development announcements, governance matters, and exhibits tied to the company's public-company reporting obligations.
Warby Parker Inc. (WRBY) reported that Co-Chief Executive Officer and director Neil Harris Blumenthal had multiple equity award vesting and conversion transactions on September 2, 2026. Several blocks of Restricted Stock Units vested and were settled into Class A and Class B common stock, with a portion of the resulting shares withheld to satisfy tax obligations.
RSUs representing 44,640 shares of Class B Common Stock vested under a grant scheduled over 60 monthly installments beginning July 1, 2021, and RSUs representing 9,815 and 10,983 shares of Class A Common Stock vested under grants scheduled over 36 monthly installments beginning January 1, 2025 and January 1, 2026, respectively. In connection with these vestings, the issuer withheld 11,504 Class A shares and 23,637 Class B shares at $24.19 per share for required tax withholding obligations. Class B Common Stock is convertible into Class A Common Stock on a one-to-one basis and is subject to automatic conversion under specified transfer, time-based and service-based conditions. No Rule 10b5-1 trading plan is reported.
Warby Parker Inc. (WRBY) reported that Co-Chief Executive Officer David Abraham Gilboa had several equity award vesting and conversion events on September 2, 2026. Restricted stock units converted into both Class A and Class B common stock, and shares of each class were withheld by the company at $24.19 per share to satisfy tax withholding obligations. An indirect holding of 1,656,770 shares of Class B common stock remains in a family trust, convertible into Class A on a one-to-one basis under stated conditions. No Rule 10b5-1 trading plan is indicated.
Warby Parker Inc. Co‑Chief Executive Officer Neil Harris Blumenthal exercised stock options for 200,000 shares of Class B Common Stock at an exercise price of $3.83 per share on August 12, 2026. Following the exercise, he directly holds 3,420,450 Class B shares and 310,759 stock options, with additional indirect holdings through several family trusts. The options were granted on February 22, 2017 and expire on February 21, 2027, and the Class B shares are convertible into Class A on a one‑to‑one basis.
Neil H. Blumenthal filed an amended Schedule 13G reporting beneficial ownership of 8,245,050 shares of Warby Parker Inc. Class A Common Stock, representing 7.2% of the class as of June 30, 2026. This includes a mix of directly held Class A and Class B shares, options, and shares held through family trusts.
Blumenthal has sole voting and dispositive power over 5,096,716 shares and shared voting and dispositive power over 3,148,334 shares
Warby Parker Inc. reported Q2 2026 net revenue of $235.5 million, up 9.8% year over year, and net income of $4.6 million versus a loss in the prior-year quarter. Gross margin rose to 57.9%, helped by $11.8 million of IEEPA tariff refunds recorded as a benefit to cost of goods sold.
For the first six months of 2026, net revenue was $478.0 million with net income of $7.8 million. Active customers reached 2.709 million, and store count grew to 352, with 315 locations offering in-person eye exams. Q2 Adjusted EBITDA was $32.9 million, a 14.0% margin.
The company ended June 30, 2026 with $292.7 million in cash and cash equivalents and an undrawn $120.0 million revolving credit facility. A collaboration with Google on AI-enabled glasses includes up to $75 million of reimbursable development costs and up to $75 million of potential equity investment; $9.7 million of reimbursable costs have been incurred to date.
Warby Parker reported second quarter 2026 net revenue of $235.5 million, up 9.8% year over year, and generated net income of $4.6 million versus a loss in the prior-year quarter. Active Customers grew 4.1% to 2.71 million on a trailing 12‑month basis, and Average Revenue per Customer rose 6.6% to $336.
Gross profit was $136.5 million, a 57.9% margin, driven in part by an $11.8 million International Emergency Economic Powers Act tariff refund and lapping 2025 inventory write‑downs, partially offset by higher doctor and occupancy costs from 15 net new stores. Adjusted EBITDA increased to $32.9 million with a 14.0% margin. Warby Parker ended the quarter with $292.7 million in cash and cash equivalents, generated $29.6 million of operating cash flow and $6.8 million of Free Cash Flow, and operated 352 stores.
For full year 2026, management reaffirmed guidance for $959–$976 million in net revenue (approximately 10–12% growth versus 2025) and $117–$119 million of Adjusted EBITDA, implying a 12.2% Adjusted EBITDA Margin. Guidance includes a full‑year $14.4 million tariff refund benefit and contemplates 50 new store openings, while excluding any revenue contribution from the upcoming Intelligent Eyewear launch with Google and Samsung.
Warby Parker Inc. Co-CEO Neil Blumenthal reported a small, pre-planned share sale alongside a related share conversion. He converted 9,200 shares of Class B Common Stock into Class A Common Stock and then sold 9,200 Class A shares at an average price of $29.99 per share pursuant to a Rule 10b5-1 trading plan adopted on March 17, 2026. Following the sale, he directly held 31,112 Class A shares and continued to hold a substantially larger Class B position, including 3,220,450 Class B shares directly and additional indirect holdings through family trusts that are convertible into Class A on a one-to-one basis under specified conditions.
Warby Parker co-CEO David Gilboa reported option exercises, share conversions, and an open-market sale of company stock. He exercised stock options covering 54,347 shares of Class B Common Stock at an exercise price of $3.83 per share, which were convertible into Class A Common Stock on a one-to-one basis.
He then converted 54,347 shares of Class B Common Stock into 54,347 shares of Class A Common Stock and sold 54,347 shares of Class A Common Stock in open-market transactions at an average price of $29.84 per share pursuant to a Rule 10b5-1 trading plan adopted on March 17, 2026. After these transactions, he directly owned 31,112 shares of Class A Common Stock, 4,609,751 shares of Class B Common Stock, and 539,191 stock options, and indirectly held Class B Common Stock representing 1,656,770 underlying shares of Class A Common Stock through the David A. Gilboa 2012 Family Trust.
BlackRock, Inc. amended its Schedule 13G to report beneficial ownership of 15,035,134 shares of Warby Parker Inc. Class A common stock, representing 14.0% of the class as of 06/30/2026.
The filing shows sole voting power for 14,861,698 shares and sole dispositive power for 15,035,134 shares. The amendment (No. 3) is signed by Spencer Fleming, Managing Director, on 07/08/2026. The filing notes iShares Core S&P Small-Cap ETF holds an interest exceeding five percent.
WRBY filed a Form 144 disclosing insider share sales under a 10b5-1 plan. The filing lists multiple brokered sales by Neil Blumenthal, including 217,667 shares on 07/01/2026 for $6,446,097.50 and earlier trades in 2026 totaling tens of thousands of shares each.