CVNA CARVANA CO. Insider Trading

CVNA CFO Jenkins sells 63,750 shares for $4.4M via scheduled 10b5-1 plan on 2026-07-01; retains 1,029,580 shares plus 837,810 in derivative holdings.

Mark W. Jenkins, CFO of CARVANA CO., executed 6 separate sales totaling 63,750 shares for $4,356,986.90 on 2026-07-01 at prices ranging from $65.18 to $70.43, with a blended average price of $68.34. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2024-08-05, meaning it is scheduled and non-discretionary. After the sales, Jenkins retains 1,029,580 non-derivative shares and maintains derivative holdings of 837,810 shares across three stock option vehicles, indicating his economic interest in the company remains substantial. His prior sales at CVNA show mixed near-term outcomes, with 30-day returns ranging from -81.7% to -2.6%, though these outcomes predate the current transaction and outcomes are not yet measurable for the most recent June sales. The current stock price of $68.60 is -29.6% from the 52-week high of $97.38, and the company shows strong fundamentals with $6.4B in revenue, $250.0M in net income, and +48.6% annual revenue growth.

COO Benjamin E. Huston sells 50,000 CVNA shares for $3.4M via scheduled 10b5-1 plan; retains 458.8K shares post-transaction

Benjamin E. Huston, Chief Operating Officer of Carvana, executed 6 separate sales totaling 50,000 shares for $3,427,285.30 at a blended average price of $68.55 on 2026-07-01. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2024-12-13, meaning the sales were scheduled rather than discretionary. The sales reduce his holdings by 9.8% from 508.8K to 458.8K shares. His prior trades at CVNA show mixed outcomes (ranging from -2.6% to -81.7% over 30 days on five measurable recent sales), and his cross-ticker track record across 20 prior sells averaged -69.6% 30-day returns. The company reports $6.4B in latest quarterly revenue with +48.6% annual growth and a P/E of 6.71. The current stock price of $68.60 is 29.6% below the 52-week high of $97.38 but has risen 4.6% over 30 days and 9.3% over 90 days.

Director Ira J. Platt sold 15,000 CVNA shares in 2 transactions for $1,017,375.00; 5 of 5 prior CVNA sales showed negative 90-day returns.

Ira J. Platt executed 2 separate sales on 2026-06-15, totaling 15,000 shares for $1,017,375.00 at a blended average price of $67.82, reducing his non-derivative holdings from 201,470 to 186,470 shares. His 5 prior sales at CVNA all demonstrated negative 90-day returns ranging from -75.9% to -85.9%, establishing a consistent pattern of well-timed exits before subsequent declines. This transaction occurs with CVNA stock near its 52-week range floor, down 28.1% from highs, and within a strong near-term recovery window (90-day +20.3%, 30-day +4.3%), providing context for the timing of this partial reduction. The insider maintains 89,640 shares in stock options, preserving upside exposure through derivative holdings.

Director Quayle sells 14,525 CVNA shares at $70.00 per 10b5-1 plan; retains 214,960 shares + 29,045 in options.

Director J Danforth Quayle sold 14,525 shares of CARVANA (CVNA) at $70.00 on 2026-06-10 under a pre-arranged 10b5-1 trading plan adopted on 2026-03-11—a scheduled, non-discretionary transaction. Post-sale, Quayle retains 214,960 non-derivative shares plus 29,045 shares through stock options, representing a partial reduction of his non-derivative position of -6.3% rather than an exit. His prior trades at CVNA show a pattern of sales followed by negative 30-day and 90-day returns (ranging from -75.5% to -80.5%), though this particular transaction is governed by a pre-arranged schedule, not active discretion. The stock has declined 8.0% over the prior 30 days and 30.4% from its 52-week high of $97.38, while year-to-date fundamentals show strong revenue growth of +48.6% and a low P/E of 6.64, leaving a mixed signal on valuation trends.

COO Benjamin E. Huston sells 50,000 shares at $70.39 avg for $3.5M under 10b5-1 plan; stock down 34.6% from 52-week high.

Benjamin E. Huston, Chief Operating Officer of Carvana, executed 3 separate sales totaling 50,000 shares for $3,519,605.98 on 2026-06-01, reducing non-derivative holdings to 515,769 shares. This sale is scheduled under a 10b5-1 trading plan adopted 2024-12-13, meaning it was pre-arranged and not discretionary. The stock has declined 34.6% from its 52-week high of $97.38 and is trading 15.5% lower over the past 30 days. Huston's cross-ticker track record shows avg 90-day returns of -82.9% following his prior 20 sells across all tickers; his prior 5 sales at Carvana similarly delivered avg 90-day returns of -81.0% to -83.5%. However, derivative holdings of 1,442,565 stock options remain, and the scheduled nature of this trade precludes attribution to discretionary conviction signals. The combination of a substantial sale by the COO, deep underwater valuation (P/E 6.23, revenue growth +48.6%), and the insider's consistent pattern of selling ahead of subsequent weakness warrants investor attention to the company's medium-term trajectory.

CVNA CFO sells 63.8K shares ($4.5M) via scheduled 10b5-1 plan; stock down 34.6% from 52-week high, 15.5% in 30 days

Mark W. Jenkins, CFO of Carvana Co., executed 3 separate sales totaling 63,750 shares for $4,487,762.96 on 2026-06-01 under a pre-arranged 10b5-1 trading plan adopted 2024-08-05. The stock traded at blended average price $70.40 against current price $63.65 (-34.6% from 52-week high $97.38) and has declined 15.5% in the past 30 days and 3.9% over 90 days. Jenkins retains 1,036,594 non-derivative shares post-transaction while holding 901,560 shares through derivative securities (stock options), indicating a material but partial reduction of direct ownership. His prior trades at Carvana show consistently negative 30- and 90-day returns (ranging -81.0% to -81.7% and -83.0% to -83.5%), establishing a pattern of unfavorable exit timing across all 5 same-ticker transactions. The scheduled nature of this 10b5-1 trade removes discretion from timing, but the cumulative context—significant recent price deterioration, sustained negative outcomes from prior same-ticker sales, and substantial remaining derivative holdings—suggests underlying operational or market headwinds warrant investor scrutiny.

CFO Mark W. Jenkins executes 20 separate sales totaling 12,750 shares for $4,936,671.43 under pre-arranged 10b5-1 plan.

Mark W. Jenkins, Chief Financial Officer of Carvana Co., executed 20 separate sales totaling 12,750 shares for $4,936,671.43 on 2026-05-01 under a 10b5-1 trading plan adopted on 2024-08-05. This was a scheduled, non-discretionary transaction under a pre-arranged plan, reducing his holdings from 222,877 shares to 210,127 shares (a 5.7% reduction). The multiple tranches across a range of prices ($378.56 to $400.04, blended average $387.19) reflect systematic execution rather than a concentrated position change. As a scheduled plan-based transaction, this sale carries no timing signal about executive confidence or concern.

CVNA COO Huston Benjamin E. sells 10,000 shares across 19 transactions for $3.8M under pre-arranged 10b5-1 plan

Benjamin E. Huston executed 19 separate sales totaling 10,000 shares for $3,849,592.31 on 2026-05-01, reducing his holdings from 115,962 shares to 105,962 shares. The transactions were executed under a 10b5-1 trading plan adopted on 2024-12-13, meaning this was a scheduled divestment rather than a discretionary trade decision. The sales occurred across a price range of $378.78 to $398.55 per share with a blended average of $384.96. As a scheduled sale under a pre-arranged plan, this transaction reflects compliance with pre-established trading parameters rather than an active response to current market conditions.

President Taira Thomas sold 3,770 shares of CVNA at $341.00 on 2026-04-08 via pre-arranged 10b5-1 plan.

Taira Thomas, President of Special Projects at Carvana, executed a sale of 3,770 shares at $341.00 on 2026-04-08 under a 10b5-1 trading plan adopted on 2025-08-08, reducing holdings from 62,334 to 58,564 shares. As a scheduled transaction, this sale reflects a pre-programmed execution rather than a discretionary market timing decision. The sale represents a -6.0% reduction in Thomas's pre-transaction holdings, consistent with a modest rebalancing of his equity stake in the company.

CFO Mark W. Jenkins executes 22 sales of 12,750 shares for $3,956,945.37 via scheduled 10b5-1 plan

Jenkins sold 12,750 shares (12.8K shares) across 22 separate transactions on 2026-04-01 at prices ranging from $295.84 to $321.05, with a blended average price of $310.35, reducing his holdings by 6.1% to 197,089 shares (197.1K shares) post-transaction. The transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2024-08-05, meaning the sales were scheduled rather than discretionary. The multiple tranches executed at incrementally higher prices throughout the trading day reflect the plan's systematic structure, not a concentrated exit decision.