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 (WRBY) filed a notice of proposed sale of restricted stock under Rule 144. The seller plans to sell up to 38,832 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an indicated aggregate market value of $1,128,846.24. The filing states that these shares were originally acquired from the issuer as restricted stock in three grants dated June 9, 2022, June 7, 2024, and June 10, 2025. Warby Parker reports that 105,727,103 shares of common stock were outstanding, providing context for the planned sale.
Warby Parker Inc. reported that, as part of The Android Show | XR Edition, it and Google announced their first lightweight AI glasses developed through their partnership, which are expected to launch in 2026. This marks Warby Parker’s move into smart eyewear that blends its eyewear expertise with Google’s technology capabilities.
The announcement is presented as a forward-looking statement, meaning the actual timing, features, and commercial success of the AI glasses could differ from current expectations due to various risks and uncertainties described in the company’s other SEC reports.
FMR LLC has filed an updated ownership report on Warby Parker Inc., disclosing a 15.0% beneficial stake in the company’s Class A common stock. FMR reports beneficial ownership of 15,858,908.99 Class A shares, with sole voting power over 15,757,515.90 shares and sole dispositive power over 15,858,908.99 shares. Abigail P. Johnson is reported as beneficially owning the same 15,858,908.99 shares with sole dispositive power, but no voting power, reflecting her control position over FMR’s holdings.
The filing notes that one or more other persons have the right to receive dividends or sale proceeds from these shares, but no individual holds more than 5% of the total outstanding Class A stock through these arrangements. FMR certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Warby Parker, other than potential activities related to director nominations under the specified proxy rule.
Warby Parker Inc. Co-CEO and director David A. Gilboa reported equity award activity and related share movements. On December 2, 2025, 9,816 shares of Class A common stock were acquired at an exercise price of $0, and 5,430 Class A shares were disposed of at $18.79, leaving 37,247 Class A shares beneficially owned directly.
The filing reflects vesting of restricted stock units (RSUs) that each represent one share of Class B or Class A common stock, including RSUs vesting in 60 monthly installments beginning July 1, 2021 and others vesting in 36 monthly installments beginning January 1, 2025. Class B common stock is convertible into Class A common stock on a one-to-one basis, with automatic conversion tied to specified ownership and service conditions for Neil Blumenthal and Dave Gilboa. An additional 1,656,770 Class A shares underlying Class B common stock are held indirectly through the David A. Gilboa 2012 Family Trust.
Warby Parker Inc. insider activity centers on RSU vesting and related share movements. On 12/02/2025, the Co-Chief Executive Officer and director reported the vesting of restricted stock units, resulting in the acquisition of 9,816 shares of Class A Common Stock at an exercise price of $0 and a Form 4 transaction code of "M." To cover required tax withholding obligations tied to this vesting, 5,430 shares of Class A Common Stock were disposed of at $18.79 under transaction code "F." Following these transactions, the reporting person directly held 37,119 shares of Class A Common Stock, with additional indirect holdings of 200,000 Class A shares through the Royal Blue Aries Trust and 200,000 Class A shares through the Tiffany Blue Gemini Trust. The filing also details derivative holdings, including RSUs and Class B Common Stock that is convertible into Class A Common Stock on a one-to-one basis under specified conditions, with certain RSUs vesting in 60 monthly installments beginning July 1, 2021 and others in 36 monthly installments beginning January 1, 2025.
Warby Parker Inc. disclosed an amended Schedule 13G showing Durable Capital Partners LP beneficially owns 8,752,607 Class A shares, representing 8.3% of the class. The filing lists sole voting and dispositive power over these shares and no shared power.
The percentage is based on 105,187,778 shares outstanding as of August 5, 2025; this is a baseline figure, not an amount being offered. The filing notes Durable Capital Master Fund LP directly holds the shares, with Durable Capital Partners LP as investment adviser. It also certifies the position was acquired and is held in the ordinary course and not for the purpose of changing or influencing control.
Warby Parker (WRBY) reported improved Q3 2025 results. Net revenue reached $221.7 million, up from $192.4 million, and the company posted net income of $5.9 million versus a prior-year loss. Gross margin was 54.1% as eyewear and services growth offset higher costs.
Retail led with $162.8 million while e‑commerce delivered $58.9 million. Operating income was $3.6 million, with diluted EPS of $0.05. Adjusted EBITDA was $25.7 million. Cash from operations totaled $87.5 million year‑to‑date, supporting cash and equivalents of $280,360 at quarter‑end. Inventory declined to $45.6 million, and total assets were $706.9 million.
Active customers reached 2.656 million and store count grew to 313, with 275 offering in‑person exams. The company highlighted a collaboration with Google that includes up to $75 million for product development and up to $75 million of potential investment, with no material financial impact in the period.
Warby Parker Inc. (WRBY) reported that it furnished a press release announcing its financial results for the third quarter ended September 30, 2025. The announcement was made via an 8-K under Item 2.02 on November 6, 2025.
The press release is provided as Exhibit 99.1 and, as stated, the information is furnished and shall not be deemed filed under the Exchange Act. The filing also includes the Cover Page Interactive Data File as Exhibit 104. Warby Parker’s Class A common stock trades on the New York Stock Exchange under the symbol WRBY.
Warby Parker (WRBY): Schedule 13G/A (Amendment No. 1) reports that FMR LLC and Abigail P. Johnson beneficially own 9,272,097.13 shares of Class A common stock, representing 8.8% of the class as of the event date 09/30/2025. FMR shows sole voting power over 9,172,491.08 shares and sole dispositive power over 9,272,097.13 shares; shared voting and dispositive power are listed as 0.00.
The filing is made on a passive basis, with a certification that the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control. The report notes that one or more other persons may have the right to receive dividends or sale proceeds, and that no such person’s interest exceeds five percent of the total outstanding Class A shares.
Warby Parker Inc. (WRBY) received a Schedule 13G reporting that JPMorgan Chase & Co. beneficially owns 7,308,806 shares of Class A common stock, representing 6.9% of the class as of 09/30/2025.
The filing lists sole voting power over 4,744,945 shares and shared voting power over 189 shares. It also reports sole dispositive power over 7,298,533 shares and shared dispositive power over 4,673 shares.
JPMorgan certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.