DEFA14A ·Filed Apr 17, 2026

ETSY

ETSY INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed5mo ago SEC0001140361-26-015378
Proxy solicitation materials
Actionable Insight • Neutral

This is a routine governance filing with no material financial implications. The equity plan amendment could lead to future dilution, but no specific numbers are provided. Monitor for any follow-up filings with specific share counts for the equity plan increase.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
ETSY ▲ +29.98% at T+60d
NEUTRAL call ✓ call won +29.98% · α vs SPY +23.90% · entry $63.90 → $83.06
Entry anchored
Apr 17, 03:59 PM ET
via exchange tick
T+1d
+1.97%
call +1.97% · α +2.63%
$65.16
settled 6mo ago
T+5d
+1.50%
call +1.50% · α +0.59%
$64.86
settled 5mo ago
T+20d
-8.47%
call -8.47% · α -12.67%
$58.49
settled 5mo ago
T+60d
+29.98%
call +29.98% · α +23.90%
$83.06
settled 3mo ago

Price Chart

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Executive Summary

Etsy's 2026 annual meeting proxy statement outlines standard corporate governance matters including director elections, executive compensation approval, auditor ratification, and an equity plan amendment. This is a routine filing with no material financial impact.

Key Facts

  • Election of three Class II directors: M. Michele Burns, Josh Silverman, and Fred Wilson
  • Advisory vote to approve named executive officer compensation
  • Ratification of PricewaterhouseCoopers LLP as independent auditor
  • Approval of amendment to increase shares available under the 2024 Equity Incentive Plan
  • Advisory vote on a stockholder proposal for majority vote governance

Financial Impact

No immediate financial impact disclosed

dilutionexecutive compensation

Risk Factors

  • Potential future dilution from equity plan amendment (amount undisclosed)
  • Shareholder concerns about executive compensation if advisory vote fails

Market Snapshot

Exchange
NYSE
Sector
Services-Business Services, NEC

Investment Themes

E-commerce & Platforms

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-015378
Document: 0001140361-26-015378-index-headers.html0001140361-26-015378
Document: 0001140361-26-015378-index.html0001140361-26-015378
Document: 0001140361-26-015378.txt0001140361-26-015378
23 reports for ETSY
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+60▲ +16.78%Apr 29, 2026
Filters
Rows
Reports for ETSY — sortable, filterable
TypeNow
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$76.51 $74.46▼ −2.68%▼ −1.47%$72.74 (−4.93%)
Aug 19, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$81.21 $82.94▲ +2.13%▲ +1.02%$72.74 (−10.43%)
Aug 19, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$81.21 $82.94▲ +2.13%▲ +1.02%$72.74 (−10.43%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$79.63 $80.15▲ +0.66%▲ +1.10%$72.74 (−8.65%)
Aug 6, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$85.09 $79.90▼ −6.10%▼ −6.50%$72.74 (−14.52%)
Aug 4, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$85.86 $79.63▼ −7.26%▼ −7.61%$72.74 (−15.28%)
Aug 4, 2026
8w ago
144
NEUTRAL ★ 2/10
$85.86 $79.63▼ −7.26%▼ −7.61%$72.74 (−15.28%)
Jul 17, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$84.10 $80.91▼ −3.79%▼ −3.11%$72.74 (−13.51%)
Jul 17, 2026
11w ago
Insider Cluster
BEARISH ★ 4/10
$84.10 $80.91▲ +3.79%▲ +3.11%$72.74 (+13.51%)
Jul 16, 2026
11w ago
8-K
BULLISH ★ 7/10
$83.48 $80.91▼ −3.08%▼ −1.41%$72.74 (−12.87%)
Showing 10 of 23

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