Wayfair CEO Niraj Shah Sells $13.0M in Common Stock Under Rule 10b5-1 Plan

Insider Transaction Overview

On October 15, 2026, Wayfair Inc. ($W) Chief Executive Officer and Director Niraj Shah executed open-market sales totaling 117,000 shares of Class A Common Stock, yielding gross proceeds of approximately $13.02 million.

Transaction Breakdown

• Tranche 1: 49,203 shares sold at a weighted average price of $110.36 (range: $110.00 – $110.99)
• Tranche 2: 44,893 shares sold at a weighted average price of $111.62 (range: $111.00 – $111.99)
• Tranche 3: 22,904 shares sold at a weighted average price of $112.44 (range: $112.00 – $112.92)

Holdings & Context

• Remaining Holdings: Following these dispositions, Mr. Shah directly owns 105,137 shares of Class A Common Stock, with an additional 22,857 shares held indirectly through SK Ventures LLC.
• Trading Plan: The transactions were executed pursuant to a pre-established Rule 10b5-1 trading plan adopted on May 6, 2026.
• Significance: High aggregate dollar value disposition by the primary executive officer, though the pre-scheduled nature under a Rule 10b5-1 plan mitigates concerns of opportunistic timing.