Mark W. Jenkins

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 Jenkins sells 12,750 shares for $4.9M at blended $387.19; stock now $76.52 (-20% from 52wk high)

Mark W. Jenkins, Chief Financial Officer of Carvana, executed 20 separate sales on 2026-05-01 totaling 12,750 shares for $4,936,671.43 at a blended average price of $387.19, reducing his holdings from 222,877 shares to 210,127 shares (-5.7%). The current stock price of $76.52 represents a 79.2% decline from the transaction prices and a 20.0% decline from the 52-week high of $95.69. His prior trades at Carvana (5 sales on 2026-04-01) all generated negative 30-day returns (ranging -74.6% to -75.8%), while his cross-ticker track record shows 20 prior sells with an average 30-day return of -75.1%, indicating a consistent pattern of sales preceding sharp declines. With the company posting strong fundamentals—$6.4B in quarterly revenue, $250.0M net income, and +48.6% annual revenue growth with a P/E of 7.49—the magnitude of the stock's subsequent collapse and the insider's repeated sales pattern merit careful investor review, though the structural gap between transaction prices and current price suggests either material company developments or market repricing occurred after the filings.

CFO Jenkins sells 12,750 shares across 22 transactions for $3,956,945.37; stock down -34.4% from 52-week high.

Mark W. Jenkins, CFO of Carvana, executed 22 separate sales on 2026-04-01 totaling 12,750 shares for $3,956,945.37, reducing his holdings from 209,839 shares to 197,089 shares. The blended average sale price was $310.35 across a wide range of executed prices ($295.84 to $321.05). The current stock price of $62.78 is -34.4% from the 52-week high of $95.69, and the stock has declined -21.6% over the prior 90 days. Jenkins' prior sales at CVNA have recorded 30-day declines ranging from -80.4% to -80.8%, and his cross-ticker track record shows an average 30-day return of -82.6% following 20 prior sells. The company reports strong fundamentals with $5.6B in latest-quarter revenue, +48.6% annual growth, and $151.0M net income, though the market has not rewarded this performance recently.

CFO Jenkins sells 12,750 shares at $323.15 avg for $4.1M; stock now -33.3% from 52-week high

Mark W. Jenkins, CFO of Carvana, executed 10 separate sales totaling 12,750 shares for $4,120,172.63 on 2026-03-02, at a blended average price of $323.15. He retains 201,597 shares post-transaction, a -5.9% reduction in holdings. The sales occurred at prices materially above the current trading price of $63.80, with the stock now -33.3% from its 52-week high of $95.69 and -20.5% over the prior 30 days. This represents a substantial decline from the transaction execution date. The company reported $5.6B in quarterly revenue with $151.0M net income and 48.6% annual revenue growth, indicating operational strength that contrasts with the recent share-price deterioration.

CFO Jenkins sold 12,750 shares ($5.2M) at blended $410.19 on Feb 2; stock now $82.07

Mark W. Jenkins, Chief Financial Officer of Carvana, executed 22 separate sales totaling 12,750 shares for $5,229,876.87 on 2026-02-02 at prices ranging from $393.05 to $418.87, with a blended average of $410.19. The current price of $82.07 represents a -80.0% decline from the transaction prices, indicating severe deterioration in stock value post-sale. His prior sales at this ticker show a pattern of exceptionally poor timing: five distinct sells on 2026-01-02 each posted 30-day returns in the -79.7% to -80.6% range, and his cross-ticker track record shows 20 prior sells averaging -80.1% 30-day returns. The pattern of sales immediately followed by sharp declines suggests his timing at Carvana has been notably unsuccessful, though the extreme magnitude of post-transaction price decline raises questions about whether intervening events (company-wide, market-wide, or information-dependent) caused the movement rather than a pattern of poor execution alone.

Carvana CFO Jenkins sold 12.8K shares (5.9% of holdings) for $5.1M on 2026-01-02; prior CVNA sales in Dec show -77.3% to -77.9% 30-day returns

Mark W. Jenkins, CFO of Carvana, executed 25 separate sales totaling 12,750 shares for $5,138,481.69 on 2026-01-02, reducing his holdings from 216,786 shares to 204,036 shares at a blended average price of $403.02. This follows five prior sales on 2025-12-01, all of which posted 30-day returns between -77.3% and -77.9%, indicating substantial post-sale stock declines. The current market price of $86.01 is -9.0% from the 52-week high, suggesting the stock has continued to under-perform since the recent December transactions. The combined pattern of repeated December sales followed immediately by this January filing, coupled with the deteriorating stock price trajectory, warrants investor attention to whether company fundamentals support current valuation given the consecutive insider dispositions.

CFO Jenkins sold 12,750 shares for $4.8M on 2025-12-01; post-sale holdings 204,923 shares (-5.9% vs pre-transaction)

Mark W. Jenkins, Chief Financial Officer of Carvana, executed 11 separate sales totaling 12,750 shares for $4,794,938.20 at prices ranging from $370.38 to $381.69 (blended average $376.07), reducing his holdings to 204,923 shares. The sales occurred in a context of sharp recent upside: the stock has advanced 24.7% over the past 30 days and 5.5% over 90 days, positioning this sale near the 52-week high of $79.08 (current price $76.44). The company's fundamentals show strong growth, with annual revenue growth of +26.9%, though the P/E of 44.44 reflects elevated valuation expectations. Jenkins has a track record of 20 prior open-market sells across all tickers, but his 5 prior trades at CVNA (all sells on 2025-11-03) lack measurable outcomes due to recency, limiting basis for timing assessment at this ticker.

CFO Mark W. Jenkins sold 12,750 shares (5.8% of holdings) for $4,122,763.81 via 26 separate transactions on 2025-11-03.

Mark W. Jenkins, Carvana's CFO, executed 26 separate sales totaling 12,750 shares for $4,122,763.81 at prices ranging from $304.34 to $334.31 on 2025-11-03, reducing his holdings from 218,892 shares to 206,142 shares. The blended average price of $323.35 represents a stark contrast to the current price of $61.96—a -21.6% decline from the 52-week high of $79.08 and a -17.5% move in just 30 days. Critically, Jenkins's prior five sales at CVNA (all on 2025-10-01) each generated 30-day returns near -84%, signaling a consistent pattern of selling into price strength followed by sharp declines; the current filing preserves that pattern. His cross-ticker track record shows 20 prior sells with an average 30-day return of -83.0%, establishing a long-standing association between his open-market dispositions and subsequent negative returns. While the company reports strong fundamentals (revenue $5,647,000,000.00, net income $151,000,000.00, annual growth +26.9%), the CFO's repeated execution of large tranches at steadily rising prices during a period of exceptional stock performance—followed by rapid deterioration—warrants close investor attention to what internal signals may have prompted these sales.

CFO Mark Jenkins sold 12,750 shares at $379.93–$396.56 on 2025-10-01 for $4,963,239.93; prior CVNA sells on 2025-09-02 all showed 30d losses of -78.0% to -78.6%.

Jenkins, CFO of Carvana, executed 16 separate sales totaling 12,750 shares for $4,963,239.93 ($5.0M) on 2025-10-01 at a blended average price of $389.27—significantly above the current price of $78.94. His post-transaction holdings of 207,362 shares represent a 5.8% reduction. The material context is his prior CVNA sales on 2025-09-02, all of which showed 30-day returns of -78.0% to -78.6%, indicating the stock declined sharply after those trades. His cross-ticker track record shows 20 prior sells with an average 30-day return of -79.0%, a consistent pattern of selling into weakness rather than strength. The company's fundamentals remain solid—FY revenue growth of +26.9% and a P/E of 45.90 with recent quarterly revenue of $4,840,000,000.00—but the dramatic price collapse from transaction levels ($389+) to current levels ($78.94) combined with his recent pattern of selling before steep declines raises questions about his knowledge of near-term headwinds.

CFO Jenkins sells 12.8K shares ($4.6M) across 12 transactions at $357–$369 blended avg $364.42; retains 208.6K shares post-transaction.

Mark W. Jenkins, CFO of Carvana, executed 12 separate sales totaling 12,750 shares for $4,646,417.04 on 2025-09-02, reducing his holdings by 5.8% to 208,581 shares. The transactions spanned a narrow price range ($357.08–$369.17) with a blended average of $364.42. His prior five sales at CVNA (all on 2025-08-01) each showed 30-day declines between -79.8% and -80.1%, though the current price of $72.46 is -7.1% from the 52-week high of $78.03, leaving 90-day outcomes on those August trades incomplete. The company's fundamentals—revenue of $4,840,000,000.00, net income of $183,000,000.00, and annual revenue growth of +26.9%—remain healthy, yet the consistency of post-sale declines in his recent transaction history warrants investor attention to whether these sales reflect shifts in near-term expectations.