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.
Wayfair Inc. Chief Technology Officer Fiona Tan reported routine equity compensation activity involving restricted stock units and related tax withholding. On April 1, 2026, she exercised RSUs covering 23,093 shares of Class A Common Stock at an exercise price of $0.00 per share as the awards vested.
To satisfy tax withholding obligations on the vesting, the issuer withheld 11,727 shares of Class A Common Stock at $75.25 per share, a non‑market disposition classified as a tax payment rather than an open‑market sale. Following these transactions, Tan holds 11,366 shares of Class A Common Stock directly and 211,698 shares indirectly through a revocable trust where she serves as trustee.
Footnotes state that each RSU represents one share when vested. An RSU grant from April 18, 2022 leaves 4,795 shares scheduled to vest in four substantially equal quarterly installments starting July 1, 2026, subject to continued service. A separate RSU grant from March 18, 2026 had its service condition fully satisfied on April 1, 2026.
Wayfair Inc. executive Kate Gulliver, the CFO and Chief Administrative Officer, reported multiple compensation-related stock transactions on Class A Common Stock. She exercised restricted stock units (RSUs) covering 19,041 shares, converting them into common shares at a stated price of $0.00 per share.
To cover related tax obligations from these RSU vestings, 9,208 shares of Class A Common Stock were withheld by Wayfair at $75.25 per share. After these transactions, Gulliver directly holds 159,071 shares of Wayfair Class A Common Stock.
Footnotes explain that additional RSUs granted in 2021, 2022, and 2023 remain unvested and are scheduled to vest in quarterly installments starting on July 1, 2026, contingent on continued service.
Wayfair Inc. executive Jon Blotner, President of Commercial & Operations, reported equity transactions involving the company’s Class A common stock and RSUs. On April 2, 2026, he completed an open‑market sale of 4,790 shares at $72.19 per share under a pre‑arranged Rule 10b5‑1 trading plan, leaving him with 111,158 shares directly held.
On April 1, 2026, Blotner exercised RSUs to acquire a total of 19,057 shares of Class A common stock at a stated price of $0.00 per share. In connection with RSU vesting, 9,216 shares were withheld at $75.25 per share to cover tax obligations, which is a non‑market disposition.
The filing notes that each RSU represents a contingent right to receive one share when vested. Unvested RSUs remain outstanding, including 326 shares scheduled to vest on July 1, 2026, 327 shares on October 1, 2026, and an aggregate of 729 shares vesting in substantially equal quarterly amounts beginning July 1, 2026, all subject to continued service.
W submitted a Rule 144 notice for the proposed sale of 4,790 Class A shares tied to restricted stock vesting on 04/01/2026. The filing also discloses a prior sale of 4,997 Class A shares on 01/05/2026 for $528,882.48.
Wayfair Inc. director Michael Andrew Kumin reported updated equity holdings and a new stock award. He received 3,176 shares of Class A Common Stock as a grant, represented by restricted stock units. These RSUs vest as to one quarter of the shares on May 1, 2026, with an additional quarter vesting after each three-month period of continuous service.
The amendment also reflects that 56,000 shares were transferred from TOF Capital, an entity for which Kumin is the managing member, so that these shares are now held directly in his individual capacity. Following these changes, he beneficially owns 319,753 shares directly, including 160 shares in a separately managed account.
Wayfair Inc. director Andrea Jung reported a mix of equity grants and ownership reclassification in Wayfair Class A Common Stock. On August 14, 2025, she received a grant of 3,177 restricted stock units (RSUs), bringing her direct holdings to 4,732 shares of Class A stock.
A prior transaction dated June 27, 2025, now amended, shows 15,703 shares of Class A Common Stock being transferred from her individual account to a revocable trust. A footnote clarifies that Jung is the sole trustee and beneficiary of the trust, so this shift largely changes the form of ownership rather than her economic interest. After these transactions, she holds shares both directly and indirectly through the revocable trust.
Wayfair Inc. is calling a virtual annual meeting for May 21, 2026, asking stockholders to elect nine directors, ratify PwC as auditor, approve executive pay on an advisory basis, and amend its 2023 Incentive Award Plan.
The amendment would add 20,000,000 Class A shares to the plan, including 5,000,000 shares underlying a performance stock unit award granted to CEO and Co‑Founder Niraj Shah that vests only if multi‑year stock price and service conditions are met. As of March 23, 2026, 108,777,315 Class A and 21,978,209 Class B shares were outstanding, with Class A carrying one vote and Class B ten votes per share.
Wayfair Inc. Schedule 13G/A Amendment No. 8 reports The Vanguard Group beneficially owns 0% of Wayfair common stock as of 03/13/2026, reflecting an internal realignment and disaggregation made "in accordance with SEC Release No. 34-39538 (January 12, 1998)."
The filing states Vanguard holds 0 shares and 0% voting and dispositive power; the amendment is signed by Ashley Grim on 03/27/2026.
Wayfair Inc. director Steven Conine reported selling 10,394 shares of Class A Common Stock in open-market transactions on March 25, 2026. The shares were sold in three blocks at weighted average prices of $77.62, $78.48, and $79.34 per share under a Rule 10b5-1 trading plan adopted on May 29, 2025.
Following these sales, Conine directly holds 49,073 Class A shares. He also has indirect beneficial ownership of 22,857 additional shares through SK Ventures LLC, of which he is a member and may be deemed a beneficial owner.