Gulliver Kate

Wayfair CFO Kate Gulliver sold 36,497 shares at $106.50 (Jan 2026), reducing stake by 19.7% amid negative profitability trend

Kate Gulliver, CFO and Chief Admin Officer, executed a substantial $3,886,930.50 sale of 36,497 shares on 2026-01-02 at $106.50, trimming her holdings from 185,735 to 149,238 shares—a 19.7% reduction in one transaction. The timing occurs at near 52-week highs (-6.4% from peak), with the stock up 10.7% over 30 days and 26.8% over 90 days, creating a context of elevated valuation against recent fundamentals. Wayfair's latest quarter showed $3,117,000,000.00 in revenue but a net loss of $99,000,000.00, with full-year profitability also negative and annual revenue growth of -1.3%, signaling persistent operational headwinds. Gulliver's cross-ticker track record shows 50.00% of her prior sales were well-timed (stock fell afterward), but at Wayfair specifically, her prior four measurable 90-day outcomes show a mixed 50% well-timed rate, providing limited directional clarity on this particular sale's relative timing quality.

CFO Kate Gulliver sells 9,612 W shares at $102.20; unprofitable company with -1.3% revenue growth

Kate Gulliver, CFO and Chief Admin Officer, sold 9,612 shares of Wayfair at $102.20 on 2025-11-04, reducing her holdings from 185,109 to 175,497 shares (-5.2%). The sale occurred near the company's 52-week high ($106.52), with the stock currently trading 7.3% below that peak. Wayfair reported a net loss of $99,000,000 in its latest quarter and annual revenue decline of -1.3% year-over-year, establishing a backdrop of negative fundamentals. Gulliver's prior five trades at Wayfair showed mixed timing outcomes (3 of 5 well-timed at the 90-day mark), but her cross-ticker selling history demonstrates an average 90-day return of -1.2% with a 50% well-timed rate, indicating neither systematic advantage nor disadvantage in her execution.

CFO Kate Gulliver sells 19,296 shares at blended $31.67 on 2025-04-02; stock down -26.8% in 90 days, down -53.8% from 52-week high.

Kate Gulliver, CFO and Chief Admin Officer, executed 2 separate sales totaling 19,296 shares for $611,070.51 at an average price of $31.67 on 2025-04-02, reducing her holdings by 11.8% to 144,474 shares. The sales occurred as Wayfair stock has declined sharply: -26.8% over the past 90 days and -53.8% from its 52-week high of $72.94, while the company remains unprofitable (net income of -$74,000,000 in the latest quarter) with declining annual revenue (-1.3% year-over-year). Among Gulliver's 5 prior trades at Wayfair, 4 occurred in early January 2025 with positive 30-day returns (+1.8%, +3.1%, +7.8%, +5.6%), while her only measurable 90-day outcome (a January 2024 sale) posted a -5.0% 30-day return followed by +15.1% at 90 days—indicating prior trades at this ticker have not been consistently well-timed at the longer horizon. Her cross-ticker track record shows a 40.00% well-timed rate on 14 prior sells, but this transaction falls during sustained stock weakness and unprofitable operations.

CFO Kate Gulliver sold 11,728 shares for $539,290.32 at Wayfair (W); stock down 36.9% from 52-week high.

Kate Gulliver, CFO and Chief Admin Officer, executed 4 separate sales totaling 11,728 shares for $539,290.32 over two trading days (January 3–6, 2025), reducing her holdings by 8.6% to 124,210 shares. The sales occurred as Wayfair's stock trades 36.9% below its 52-week high and the company posted negative net income of $-74,000,000.00 over the latest full fiscal year, alongside annual revenue decline of -1.8%. Notably, Gulliver's prior 5 sales at this ticker were all poorly timed: zero of them preceded declines, with 90-day returns averaging +14.0% post-sale—meaning she consistently sold before subsequent gains. Her cross-ticker track record shows a 40% well-timed sell rate, but her Wayfair-specific pattern reveals the opposite: every prior sale has been followed by 90-day appreciation, suggesting either structural mispricing or a historical inability to time exits at this security. The current filing will only add data to that ongoing pattern.