W Wayfair (W) Insider Trading, Ownership & Congress Trades
Wholesale & Retail · Retail-catalog & mail-order houses · CIK 0001616707
Congress · 1Form 144 · 23
Insider buyers, 180 days
0
Funds added, last quarter
251
13F, latest reported quarter
Conversions, 180 days
18
Codes C/M, not in net · $0 priced
What the filings say about W
Insiders, 180 days
-$72.7M net sold
4 sellers · 78% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-05-11
Planned sales (Form 144), 90 days
$77.2M
23 notices
Wayfair insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Wayfair Inc. insiders sold a net $72.7M of stock across 697 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 64 earlier Form 4 trades (code P or S) here by this insider (64 sales), the last on Oct 1, 2026.
- The trade is 4.1% of the 196,698 shares held after it.
- 3 other insiders sold within 30 days.
- 251 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Technology Officer Tan Fiona sold about $920.0K of W under a 10b5-1 plan on Oct 20, 2026; 3 other insiders sold within 30 days and 251 funds added in the latest 13F quarter.Context
- 158 earlier Form 4 trades (code P or S) here by this insider (158 sales), the last on Oct 12, 2026.
- The trade is 28.5% of the 172,807 shares held after it.
- 3 other insiders sold within 30 days.
- 251 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Conine Steven sold about $5.4M of W under a 10b5-1 plan on Oct 15, 2026; 3 other insiders sold within 30 days and 251 funds added in the latest 13F quarter.Context
- 158 earlier Form 4 trades (code P or S) here by this insider (158 sales), the last on Oct 12, 2026.
- The trade is 36.4% of the 126,650 shares held after it.
- 3 other insiders sold within 30 days.
- 251 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Conine Steven sold about $5.2M of W under a 10b5-1 plan on Oct 15, 2026; 3 other insiders sold within 30 days and 251 funds added in the latest 13F quarter.Context
- 158 earlier Form 4 trades (code P or S) here by this insider (158 sales), the last on Oct 12, 2026.
- The trade is 20.5% of the 105,073 shares held after it.
- 3 other insiders sold within 30 days.
- 251 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Conine Steven sold about $2.4M of W under a 10b5-1 plan on Oct 15, 2026; 3 other insiders sold within 30 days and 251 funds added in the latest 13F quarter.Context
- 44 earlier Form 4 trades (code P or S) here by this insider (44 sales), the last on Oct 2, 2026.
- The trade is 0.5% of the 115,885 shares held after it.
- 3 other insiders sold within 30 days.
- 251 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Pres., Commercial & Operations Blotner Jon sold about $60.1K of W under a 10b5-1 plan on Oct 15, 2026; 3 other insiders sold within 30 days and 251 funds added in the latest 13F quarter.697 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$72.7M over 180 days
-$72.2M over 90 days
below 95% of Wholesale & Retail
Congress
1 member bought in the last year
the lowest in Wholesale & Retail
Funds
251 funds bought in last quarter
more than 78% of Wholesale & Retail
Revenue
+5.1% year over year
more than 57% of Wholesale & Retail
Margin
-2.5% net margin
below 72% of Wholesale & Retail
Buybacks
no share repurchases reported
Short interest
10.4% of the float short (float per yahoo 2026-10-26) · 4.8 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 19Director Conine Steven sold $20.3M under a 10b5-1 plan (8 trades, Oct 12 to Oct 15)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 19Chief Executive Officer Shah Niraj sold $20.3M under a 10b5-1 plan (8 trades, Oct 12 to Oct 15)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 15Officer Conine Steven filed to sell $13.0M by Oct 15 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 15Officer Shah Niraj filed to sell $13.0M by Oct 15 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 13Officer Conine Steven filed to sell $7.3M by Oct 12 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch W
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+38.7%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns W: institutional holders (13F)
13F holdings, latest reported quarter
16,277,047 sh
$1.5B
11,177,483 sh
$1.0B
5,035,150 sh
$465.3M
4,776,475 sh
$441.4M
4,514,426 sh
$417.2M
Congress trades in W
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-05-11 · disclosed 28 days later
$1,001 - $15,000
Bought 2026-05-07 · disclosed 32 days later
$1,001 - $15,000
Bought 2026-05-01 · disclosed 7 days later
$1,001 - $15,000
Sold 2024-01-17 · disclosed 29 days later
$15,001 - $50,000
Bought 2023-12-20 · disclosed 23 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
W planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Tan Fiona
Filed 2026-10-20
$920.0K
Blotner Jon
Filed 2026-10-15
$60.1K
Conine Steven
Filed 2026-10-15
$13.0M
Shah Niraj
Filed 2026-10-15
$13.0M
Conine Steven
Filed 2026-10-13
$7.3M
W mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
ProShares Online Retail ETF
$2.7M position · as of 2026-05-31
4.0%
Amplify Online Retail ETF
$3.5M position · as of 2026-06-30
3.3%
Hennessy Cornerstone Mid Cap 30 Fund
$35.4M position · as of 2026-07-31
2.8%
Strategas Macro Thematic Opportunities ETF
$16.3M position · as of 2026-06-30
1.9%
Timothy Plan Small/Mid Cap Growth Fund
$3.2M position · as of 2026-06-30
1.8%
Blue Chip Investor Fund
$813.3K position · as of 2026-06-30
1.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Wayfair Llc Pac
Cycle 2026 · $4K spent
$0
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Shah
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$280.8M
$324.0M
$8.5M
-56%
+44%
2024
$283.1K
$283.1K
$4.4M
-80%
+33%
2023
$225.2K
$225.2K
$3.6M
-73%
+19%
2022
$751.2K
$751.2K
$4.5M
-85%
-2%
2021
$227.3K
$227.3K
$5.7M
-16%
+43%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $72.7M sold by insiders over 180 days, 251 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $77.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
W financials
Revenue growth
+5.1%
XBRL, annual
Net margin
-2.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$12.9B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM W
| FY Dec 2025 | $12.5B |
| FY Dec 2024 | $11.9B |
| FY Dec 2023 | $12.0B |
| FY Dec 2022 | $12.2B |
| FY Dec 2021 | $13.7B |
| Jun 2026 | $3.5B |
| Mar 2026 | $2.9B |
| Dec 2025 | $3.3B |
| Sep 2025 | $3.1B |
| Jun 2025 | $3.3B |
| Mar 2025 | $2.7B |
| Dec 2024 | $3.1B |
| Sep 2024 | $2.9B |
At each fiscal year end
Single quarter
Net margin, TTM
-2.5%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM W
| FY Dec 2025 | -2.5% |
| FY Dec 2024 | -4.2% |
| FY Dec 2023 | -6.1% |
| FY Dec 2022 | -10.9% |
| FY Dec 2021 | -1.0% |
| Jun 2026 | -0.0% |
| Mar 2026 | -3.6% |
| Dec 2025 | -3.5% |
| Sep 2025 | -3.2% |
| Jun 2025 | +0.5% |
| Mar 2025 | -4.1% |
| Dec 2024 | -4.1% |
| Sep 2024 | -2.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$562.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM W
| FY Dec 2025 | $464.0M |
| FY Dec 2024 | $244.0M |
| FY Dec 2023 | $201.0M |
| FY Dec 2022 | -$860.0M |
| FY Dec 2021 | $309.0M |
| Jun 2026 | $334.0M |
| Mar 2026 | -$77.0M |
| Dec 2025 | $177.0M |
| Sep 2025 | $128.0M |
| Jun 2025 | $260.0M |
| Mar 2025 | -$101.0M |
| Dec 2024 | $142.0M |
| Sep 2024 | $32.0M |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity W
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.23x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end)
Cash flow to debt W
| FY Dec 2025 | 0.16x |
| FY Dec 2024 | 0.10x |
| FY Dec 2023 | 0.11x |
| FY Dec 2022 | -0.21x |
| FY Dec 2021 | 0.13x |
| Jun 2026 | 0.23x |
| Mar 2026 | 0.19x |
| Dec 2025 | 0.16x |
| Sep 2025 | 0.17x |
| Jun 2025 | 0.12x |
| Mar 2025 | 0.11x |
| Dec 2024 | 0.10x |
| Sep 2024 | 0.10x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity W
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-10.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets W
| FY Dec 2025 | -9.1% |
| FY Dec 2024 | -14.2% |
| FY Dec 2023 | -20.9% |
| FY Dec 2022 | -32.7% |
| FY Dec 2021 | -2.9% |
| Jun 2026 | -10.3% |
| Mar 2026 | -9.7% |
| Dec 2025 | -9.1% |
| Sep 2025 | -10.0% |
| Jun 2025 | -8.9% |
| Mar 2025 | -10.7% |
| Dec 2024 | -14.2% |
| Sep 2024 | -15.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital W
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+24.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed W
| FY Dec 2025 | +1.4% |
| FY Dec 2024 | -38.7% |
| FY Dec 2023 | -58.1% |
| FY Dec 2022 | -71.7% |
| FY Dec 2021 | -4.0% |
| Jun 2026 | +24.3% |
| Mar 2026 | +13.1% |
| Dec 2025 | +1.4% |
| Sep 2025 | -17.5% |
| Jun 2025 | -25.8% |
| Mar 2025 | -29.6% |
| Dec 2024 | -38.7% |
| Sep 2024 | -39.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing W
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value W
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield W
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing W
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $12.5B | $11.9B | $12.0B | $12.2B |
| Gross profit | $3.8B | $3.6B | $3.7B | $3.4B |
| Operating income | $17.0M | -$461.0M | -$813.0M | -$1.4B |
| Net income | -$313.0M | -$492.0M | -$738.0M | -$1.3B |
| EPS (diluted) | -2.44 | -4.01 | -6.47 | -12.54 |
| Operating cash flow | $534.0M | $317.0M | $349.0M | -$674.0M |
| Cash | $1.5B | $1.3B | $1.3B | $1.1B |
| Long-term debt | $3.2B | $2.9B | $3.1B | $3.1B |
| Buybacks | n/a | $0 | $0 | $75.0M |
SEC XBRL, fiscal years, as known on 2026-10-27
W Stock Sonar score 6/7 axes
Find similar shapesCompareW ranks highest on institutional and government (59th percentile) and growth (57th), and lowest on insider conviction (7th), among Wholesale & Retail peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
W filings, in plain words
Are Wayfair insiders buying or selling W?
In the 180 days to 2026-10-27, Wayfair insiders were net sellers, a net $72.7M across purchases and sales reported on Form 4, by 4 sellers.
Have members of Congress traded W?
Yes. In the year to 2026-10-27, 1 House member disclosed buying W and 0 House members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-05-11.
Are there planned insider sales of W?
Yes. 23 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $77.2M of stock; the latest, by Tan Fiona, was filed 2026-10-20.
Read the full summary
In the 180 days to 2026-10-27, Wayfair insiders were net sellers of W, a net $72.7M across purchases and sales reported on Form 4 by 4 sellers. 78% of the 50 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 1 member of Congress disclosed buying W and 0 members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-05-11. Insiders filed 23 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $77.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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