Form 4: Wayfair Executive Sells Shares
Insider Transaction (Form 4)
Jon Blotner, Pres., Commercial & Operations of Wayfair Inc., sold 6,056 shares of common stock on October 1, 2026 for $104.13 per share.
Summary
- Option exercise/conversion: acquired 327 Class A Common Stock on October 1, 2026; holds 110,703 after (Direct).
- Option exercise/conversion: acquired 182 Class A Common Stock on October 1, 2026; holds 110,885 after (Direct).
- Option exercise/conversion: acquired 22,942 Class A Common Stock on October 1, 2026; holds 133,827 after (Direct).
- Tax/exercise-price withholding: disposed of 11,340 Class A Common Stock at $101.37 ($1,149,536) on October 1, 2026; holds 122,487 after (Direct).
- Open-market sale: disposed of 6,056 Class A Common Stock at $104.13 ($630,611) on October 2, 2026; holds 116,431 after (Direct).
- Option exercise/conversion: disposed of 327 Restricted Stock Units ("RSUs") on October 1, 2026 (Direct).
- Option exercise/conversion: disposed of 182 Restricted Stock Units ("RSUs") on October 1, 2026; holds 365 after (Direct).
- Option exercise/conversion: disposed of 22,942 Restricted Stock Unit ("RSU") on October 1, 2026; holds 45,884 after (Direct).
Sentiment
Score: 4
Explanation: StockSavvy.ai views this as a mildly negative but low-conviction signal: an insider sold $630,611 of stock under a pre-arranged Rule 10b5-1 plan, which is typically routine.
Insider Transactions
Jon Blotner — Officer (Pres., Commercial & Operations)
Transaction made under a Rule 10b5-1 trading plan.
| Date | Transaction | Security | Shares | Price | Value | Held After |
|---|---|---|---|---|---|---|
| 2026-10-01 | Option exercise/conversion | Class A Common Stock | 327 | — | — | 110,703 |
| 2026-10-01 | Option exercise/conversion | Class A Common Stock | 182 | — | — | 110,885 |
| 2026-10-01 | Option exercise/conversion | Class A Common Stock | 22,942 | — | — | 133,827 |
| 2026-10-01 | Tax/exercise-price withholding | Class A Common Stock | 11,340 | $101 | $1.1M | 122,487 |
| 2026-10-02 | Open-market sale | Class A Common Stock | 6,056 | $104 | $630.6K | 116,431 |
| 2026-10-01 | Option exercise/conversion | Restricted Stock Units ("RSUs") | 327 | — | — | 0 |
| 2026-10-01 | Option exercise/conversion | Restricted Stock Units ("RSUs") | 182 | — | — | 365 |
| 2026-10-01 | Option exercise/conversion | Restricted Stock Unit ("RSU") | 22,942 | — | — | 45,884 |
Key Dates
| Date | Description |
|---|---|
| 2026-10-01 | Option exercise/conversion (327 shares) |
| 2026-10-01 | Option exercise/conversion (182 shares) |
| 2026-10-01 | Option exercise/conversion (22,942 shares) |
| 2026-10-01 | Tax/exercise-price withholding (11,340 shares) |
| 2026-10-02 | Open-market sale (6,056 shares) |
| 2026-10-01 | Option exercise/conversion (327 shares) |
| 2026-10-01 | Option exercise/conversion (182 shares) |
| 2026-10-01 | Option exercise/conversion (22,942 shares) |
Keywords
insider transaction, Form 4, W, Wayfair Inc., bearish, Jon Blotner
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