Welcome to our dedicated page for Cars.com SEC filings (Ticker: CARS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Cars.com's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Cars.com's regulatory disclosures and financial reporting.
Cars.com Inc. disclosure: Pale Fire Capital entities and two individuals report collective beneficial ownership of 3,454,230 Shares, representing approximately 5.9% of the outstanding common stock.
The filing states the 3,454,230 Shares are directly owned by PFC SICAV and that PFC IS, Pale Fire Capital, Dusan Senkypl and Jan Barta "may be deemed" beneficial owners of those Shares. The ownership percentage is calculated from 58,636,763 Shares outstanding as of February 23, 2026. The report is a joint Schedule 13G filing dated March 6, 2026.
Cars.com Inc. reported insider equity changes for former director and CEO Thomas Alex Vetter. On March 2, 2026, he received a grant or award of 137,797 shares of common stock at $0.0000 per share, increasing his direct common stock holdings to 911,092 shares.
On the same date, the company retained (but did not issue) 71,665 and 67,444 underlying common shares at $8.54 per share to satisfy tax withholding tied to vesting of RSUs and PSUs, which is reported as a tax-withholding disposition rather than an open-market sale. The filing also updates multiple stock option positions, including holdings of 513,228, 290,994, and 263,119 options.
Cars.com Inc. Chief Financial Officer Sonia Jain reported equity compensation activity involving the company’s common stock. On March 2, 2026, she had 19,621 and 7,391 shares treated as "disposed" at $8.54 per share, but footnotes explain these shares were retained by the company to cover tax withholding on vested restricted stock units and performance-based units rather than sold in the market.
On the same date, she acquired 26,536 shares through a grant or award at no cost, including shares earned upon vesting of performance awards. After these transactions, her directly held and RSU-inclusive holdings, as reported in the filing’s totals, increased to 243,166 shares.
Cars.com Inc. Chief Commercial Officer Lisa Gosselin reported a tax-related share disposition. On the vesting of restricted stock units (RSUs), 8,256 shares of common stock were retained by the company to cover tax withholding obligations rather than being issued as shares, leaving her with 85,173 shares held directly, including RSUs.
Cars.com Inc.'s Chief Legal Officer, Angelique Strong Marks, reported a tax-related share disposition. On the reported date, 16,442 shares of common stock underlying vested restricted stock units were withheld by Cars.com Inc. to cover tax obligations, rather than being sold in the open market.
These shares were retained by the company and not issued, while Marks’ direct holdings after this transaction total 143,013 shares of common stock, including restricted stock units and 1,621 shares acquired through the company’s Employee Stock Purchase Plan.
Cars.com Inc. provides a data-driven automotive marketplace and digital solutions platform connecting car shoppers with about 19,500 franchise and independent dealers in the U.S. and Canada. The business is powered by roughly 26 million average monthly visitors and an asset-light, mostly subscription-based revenue model.
About 80% of revenue comes from recurring subscriptions across marketplace, digital experience, media and trade & appraisal tools, supported by strong operating cash flow above $135.0 million in each of the last three years. The company highlights competition, macro auto demand, AI disruption, data privacy, regulation and climate-related risks, while also noting a $250.0 million share repurchase authorization.
Cars.com Inc. reported record full-year 2025 revenue of $723.2 million, up 1%, with fourth-quarter revenue of $183.9 million, up 2%. Q4 net income was $7.4 million, or $0.12 per diluted share, down from $17.3 million a year earlier mainly due to a prior-period gain on an equity sale. Q4 Adjusted EBITDA was $54.9 million, essentially flat year over year with a 29.9% margin.
For 2025, net income was $20.1 million versus $48.2 million in 2024, while Adjusted EBITDA rose to $211.1 million with a 29.2% margin. The company generated $151.6 million in operating cash flow and $125.7 million in free cash flow, repurchasing 7.1 million shares for $86.0 million, about 9% of shares outstanding. Dealer customers increased to 19,544. For 2026, management expects revenue to be flat to up 2% year over year and Adjusted EBITDA margin between 29.0% and 30.0%, with Q1 revenue flat to up 1% and margin of 26.0–27.0%.
The Vanguard Group filed an amended Schedule 13G/A reporting its beneficial ownership in Cars.com Inc. common stock. Vanguard reports beneficial ownership of 5,216,380 shares, representing 8.72% of the outstanding common stock. Vanguard has shared voting power over 466,417 shares and shared dispositive power over 5,216,380 shares, with no sole voting or dispositive power.
The filing notes that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries or business divisions that pursue the same investment strategies are expected to report beneficial ownership separately on a disaggregated basis. Vanguard states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Cars.com.
Cars.com Inc. filed an initial statement of beneficial ownership for its CEO-designate, Tobias Hartmann, as of 12/22/2025. The filing states that no Cars.com securities, either direct or indirect and including derivative securities, are beneficially owned. The report is filed as a single-person filing and clarifies Hartmann’s role as an officer in the capacity of CEO-designate.
Cars.com Inc. reported new equity awards to its CEO-designate following a transaction dated 12/22/2025. The executive received 233,827 shares of common stock in the form of restricted stock units granted under the Cars.com Inc. 2025 Inducement Equity Plan, at a stated price of $0.00 per unit. Each RSU converts into one share of common stock upon vesting.
The filing also shows a grant of 155,885 performance-based stock units with a conversion price of $0.00. These PSUs may settle in an equal number of common shares if specified stock performance goals are met and the executive continues in service through the vesting dates. The PSUs can vest in three equal installments tied to 30‑day average stock price goals of $15, $16 and $17 and dates of January 1, 2027, January 1, 2028 and December 31, 2028.