Blotner Jon 4

What Happened

• Jon Blotner, President, Commercial & Operations of Wayfair (W), received a grant of 91,768 restricted stock units (RSUs) on May 1, 2026. The award is reported as a derivative acquisition at $0.00 per share (no cash paid at grant). Each RSU represents a contingent right to one share of Class A common stock upon vesting.

Key Details

• Transaction date: May 1, 2026; Form 4 filed May 4, 2026 (reporting period: May 1, 2026).
• Transaction type/code: Grant / Award (A); derivative RSU award reported at $0.00.
• Shares/units granted: 91,768 RSUs in total.
• Vesting schedule (per footnote): Four equal installments of 22,942 RSUs vest on July 1, 2026; October 1, 2026; January 1, 2027; and April 1, 2027. RSUs have no expiration date and vest contingent on continued service.
• Shares owned after transaction: Not disclosed in the provided filing.
• No late-filing flag is indicated in the supplied report.

Context

• RSU grants are a form of compensation and are different from open-market purchases or sales; they do not represent an immediate cash outlay or sale of shares. The recipient only receives shares (and potential taxable events) as the RSUs vest according to the schedule above. Grants like this are common for executives and are not a direct buy/sell signal about near-term stock moves.