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. reported strong 2025 results with net revenue rising 13.0% to $871.9 million and achieving its first full year of positive net income of $1.6 million. Adjusted EBITDA grew 30.2% to $95.2 million, with Adjusted EBITDA Margin improving to 10.9%.
The company generated $110.8 million in operating cash flow and $43.7 million in Free Cash Flow, ending 2025 with $286.4 million in cash and cash equivalents. Warby Parker opened 47 net new stores, reaching 323 locations, and its board authorized a share repurchase program of up to $100 million of Class A common stock. For 2026, it guides net revenue of $959–$976 million (10%–12% growth) and Adjusted EBITDA of $117–$119 million, implying further margin expansion.
Durable Capital Partners filed an amended Schedule 13G reporting beneficial ownership of 7,310,605 shares of Warby Parker Inc. Class A common stock, representing 6.9% of the class. These percentages are based on 105,727,103 shares outstanding as of November 4, 2025, as disclosed in Warby Parker’s Form 10‑Q. Durable Capital Master Fund LP directly holds the shares, while Durable Capital Partners, as investment adviser, has sole voting and dispositive power over them. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Warby Parker.
Warby Parker Inc.'s Chief Financial Officer, Mitchell Adrian V, reported equity compensation awards in the form of restricted stock units. On February 10, 2026, he was granted 46,502 RSUs and a separate grant of 38,805 RSUs, each representing a right to receive one share of Class A common stock.
According to the vesting terms, one quarter of the total number of RSUs will vest on February 10, 2027, with the remaining units vesting in equal monthly installments over the following four years. The awards are held directly and reflect standard stock-based compensation rather than open-market share purchases.
Warby Parker Inc. officer Mitchell Adrian V, the company’s Chief Financial Officer, filed an initial ownership report on Form 3 for WRBY. The filing states that no non-derivative or derivative securities are beneficially owned, and it includes an Exhibit 24 power of attorney authorizing the attorney-in-fact’s signature.
Warby Parker Inc. appointed Adrian Mitchell as Chief Financial Officer, effective February 10, 2026. He will also serve as the company’s principal financial officer and principal accounting officer, succeeding Co-CEO Dave Gilboa in those interim roles, while Gilboa continues as Co-Chief Executive Officer.
Mitchell, 52, has more than 25 years of experience leading major consumer and retail businesses, including serving as Chief Operating Officer and Chief Financial Officer of Macy’s, Inc., and prior senior roles at Crate & Barrel, Arhaus, Boston Consulting Group, Target, and McKinsey. He also serves on Stanley Black & Decker’s board.
Under his offer letter, Mitchell will receive a $530,000 annual base salary, a prorated annual equity award valued at $2,700,000 split between time-based restricted stock units and performance stock units, a one-time $1,000,000 time-based RSU sign-on grant, a $75,000 annual travel allowance, and eligibility for an annual bonus targeted at 65% of base salary, paid in fully vested restricted stock units. A press release highlights his role as CFO as Warby Parker advances its strategy, including expansion into new categories such as its first AI glasses.
JPMorgan Chase & Co. has filed an amended Schedule 13G reporting a significant ownership stake in Warby Parker Inc. Class A common stock. As of the event date of 12/31/2025, JPMorgan Chase & Co. reports beneficial ownership of 9,679,315 shares, representing 9.1% of the class. The firm reports sole voting power over 6,382,753 shares and sole dispositive power over 9,673,133 shares, with a small number subject to shared voting and dispositive power. The filing states 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.
Warby Parker Inc. director and Co-Chief Executive Officer Neil Blumenthal reported a small, pre-planned share sale. On 01/13/2026, he converted 660 shares of Class B Common Stock into 660 shares of Class A Common Stock at a conversion price of $0 per share, then sold 660 Class A shares at $29.99 per share under a Rule 10b5-1 trading plan adopted on September 16, 2025.
After these transactions, he held 37,119 Class A shares directly and 3,098,611 Class B shares directly. The filing also lists additional indirect Class B holdings through several trusts, including 200,000 shares each held by Royal Blue Aries Trust and Tiffany Blue Gemini Trust, and larger blocks held by other family-related trusts. The Class B stock is convertible into Class A on a one-to-one basis and is subject to automatic conversion based on ownership transfers, time-based triggers, and continued service conditions for Neil Blumenthal and co-founder Dave Gilboa.
Warby Parker Inc. director and Co-Chief Executive Officer David Abraham Gilboa reported a planned stock sale. On January 13, 2026, he converted 80,094 shares of Class B common stock into 80,094 shares of Class A common stock at an exercise price of $0, then sold 80,094 Class A shares at an average price of $29.46, with individual trade prices ranging from $29.00 to $29.82, under a Rule 10b5-1 trading plan adopted on September 16, 2025.
After these transactions, Gilboa directly held 37,247 shares of Class A common stock and 4,609,923 shares of Class B common stock1,656,770 shares of Class B common stock were held indirectly through the David A. Gilboa 2012 Family Trust. The Class B common stock is convertible into Class A common stock on a one-to-one basis and is subject to automatic conversion upon specified ownership and governance events, including no later than October 1, 2031.
Warby Parker co-founder David Gilboa has filed a Form 144 indicating an intention to sell 80,094 shares of common stock. The planned sale, through Morgan Stanley Smith Barney LLC on the NYSE, covers shares with an aggregate market value of $2,128,898.52, with 105,727,103 common shares stated as outstanding and an approximate sale date of January 13, 2026. The shares to be sold were acquired on June 28, 2017 through previously exercised options and restricted stock units, paid in cash.
The filing also lists recent Rule 10b5-1 trading activity for Gilboa over the prior three months, including sales such as 200,000 common shares on December 11, 2025 for gross proceeds of $6,040,800.00 and 75,000 shares on January 7, 2026 for $2,031,375.00. Additional transactions include 50,000 common shares sold by the David Gilboa Charitable Fund on December 23, 2025 for $1,298,345.00 and several other 10b5-1 sales in late 2025 and early 2026.
A shareholder associated with symbol WRBY filed a Rule 144 notice to sell 660 common shares through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of 17542.80 and an approximate sale date of 01/13/2026. The filing lists 105727103 common shares outstanding for the issuer, which is a baseline figure, not the amount being sold.
The shares to be sold were acquired on 06/28/2017 through previously exercised options and restricted stock units from the issuer, paid in cash. The document also reports recent Rule 10b5-1 plan sales for Neil Harris Blumenthal, including 50,000 common shares for gross proceeds of 1354135.00 on 01/07/2026, 150,000 common shares for 3763330.00 on 01/06/2026, and 100,000 common shares for 3028820.00 on 12/11/2025.