Insider Cluster (2 insiders) ·Filed Apr 23, 2026
Insider cluster: 2 insiders, $2.6M total
Actionable Insight • Neutral
Given the trivial size relative to market cap, these sales are likely part of routine 10b5-1 plans or diversification. Monitor Wayfair's next quarterly report for any fundamental changes, but no immediate action warranted.
Final — all horizons settled through T+60d
W ▲ +16.74% at T+60d
NEUTRAL call ✓ call won +16.74% · α vs SPY +11.82% · entry $76.50 → $89.31
T+1d
+2.88%
call +2.88% · α +2.09%
$78.70
settled 5mo ago
T+5d
-4.23%
call -4.23% · α -5.70%
$73.27
settled 5mo ago
T+20d
-15.40%
call -15.40% · α -20.04%
$64.72
settled 5mo ago
T+60d
+16.74%
call +16.74% · α +11.82%
$89.31
settled 2mo ago
Price Chart
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Executive Summary
Two Wayfair insiders, including the CEO, sold a combined $2.55M in shares over two days, but the amount is only ~0.025% of market cap, suggesting routine portfolio diversification rather than a negative signal.
Key Financial Metrics
Direction
selling
Total Value
$2.5M
Insiders
2
Key Facts
- CEO Shah Niraj sold 17,316 shares total (~$1.32M) on April 23-24
- Director Conine Steven sold 17,321 shares total (~$1.32M) on April 23-24
- Total sales: $2.55M, representing ~0.025% of Wayfair's $10.3B market cap
- No purchases or other insider transactions in the window
Financial Impact
Insider sales of $2.55M, negligible relative to market cap
insider ownership
Risk Factors
- Insider selling could accelerate if fundamentals deteriorate
- CEO selling may erode investor confidence if pattern continues
Market Snapshot
Exchange
NYSE
Sector
Retail-Catalog & Mail-Order Houses
Analyst Consensus
63% bullish (40 analysts)
Investment Themes
Consumer & Retail
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-W-1777325321403 |
14 reports for W
100% Hit rate best @ T+60▲ +19.27%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 6w ago | Insider Cluster | $103.08 $104.79 | ▲ +1.66% | ▲ +3.18% | $101.25 (−1.78%) |
May 22, 2026 19w ago | 8-K | $67.04 $85.04 | ▲ +26.84% | ▲ +27.01% | $101.25 (+51.02%) |
May 13, 2026 20w ago | 8-K | $59.88 $77.68 | ▲ +29.72% | ▲ +30.33% | $101.25 (+69.08%) |
Apr 30, 2026 22w ago | 8-K | $63.88 $72.00 | ▲ +12.71% | ▲ +7.48% | $101.25 (+58.49%) |
Apr 24, 2026 23w ago | Insider Cluster | $78.70 $66.34 | ▼ −15.71% | ▼ −19.73% | $101.25 (+28.65%) |
Apr 23, 2026 23w ago | Insider Cluster | $76.50 $64.72 | ▼ −15.40% | ▼ −20.04% | $101.25 (+32.35%) |
Apr 14, 2026 24w ago | 144 | $74.21 $61.38 | ▲ +17.29% | ▲ +23.59% | $101.25 (−36.43%) |
Mar 25, 2026 27w ago | Insider Cluster | $79.08 $76.94 | ▼ −2.71% | ▼ −10.57% | $101.25 (+28.03%) |
Mar 24, 2026 27w ago | Insider Cluster | $75.04 $80.14 | ▼ −6.80% | ▲ +2.10% | $101.25 (−34.92%) |
Mar 23, 2026 27w ago | Insider Cluster | $76.07 $79.67 | ▲ +4.73% | ▼ −2.69% | $101.25 (+33.10%) |
Showing 10 of 14
US Market Status
Market Closed — Opens Mon (38h 38m)
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