Carvana Co. SEC filings document the reporting framework for an online used-vehicle retailer with Class A and Class B common stock. Recent 8-K filings furnish shareholder letters, press releases, and conference-call materials covering quarterly and annual operating results, retail unit activity, revenue, profitability measures, expense trends, and the company's vertically integrated automotive e-commerce model.
Carvana's proxy and material-event filings also cover governance and capital-structure matters. These disclosures include annual meeting votes, executive compensation and pay-versus-performance information, the Carvana Co. 2026 Omnibus Incentive Plan, amendments to the company's certificate of incorporation, a five-for-one forward stock split, and related authorized share increases for its common stock classes.
Carvana Co. reported record first-quarter 2026 results, showing rapid growth and solid profitability. Retail units sold reached 187,393, up 40% year over year, as more customers used its online platform to buy cars. Total revenue rose to $6.432 billion, a 52% increase, reflecting higher volumes and higher revenue per vehicle.
Gross profit grew to $1.271 billion, while net income was $405 million, for a net margin of 6.3%. Adjusted EBITDA climbed to $672 million with a 10.4% Adjusted EBITDA margin. Carvana remained GAAP-profitable with operating income of $581 million and positive operating cash flow of $107 million.
The company continues to invest in reconditioning, logistics, title and registration, and ADESA integration to support long-term goals of selling 3 million cars annually at a 13.5% Adjusted EBITDA margin. Management expects Q2 2026 to deliver new records in both retail units sold and Adjusted EBITDA, assuming a stable environment.
SULLIVAN GREGORY B reported acquisition or exercise transactions in this Form 4 filing.
Carvana director Gregory B. Sullivan received a grant of 782 restricted stock units representing shares of Class A Common Stock. The units vest 100% on May 1, 2027, if he continues serving with the company through that date. After this award, he directly holds 40,210 shares.
CARVANA CO. director J. Danforth Quayle reported receiving two equity awards of Class A Common Stock as compensation. On April 14, 2026, he acquired 297 shares underlying restricted stock units that vested immediately on grant, and 782 shares underlying restricted stock units scheduled to vest 100% on May 1, 2027, subject to continued service.
Following these awards, Quayle holds 42,992 Class A shares directly. The filing also shows an indirect holding of 12,500 Class A shares through the James D. Quayle 2000 Irrevocable Trust. These entries reflect compensation-related grants rather than open-market purchases or sales.
Carvana director Michael E. Maroone reported stock-based awards of Class A Common Stock. He acquired 454 shares underlying restricted stock units that vest immediately on grant, and 782 shares underlying restricted stock units that vest 100% on May 1, 2027, subject to his continued service.
These awards were granted at no cash cost as equity compensation and increased his direct holdings to 144,809 Class A shares. He also has indirect interests in 45,000 shares held by the Michael Maroone Family Partnership, LP, which he controls, and 264 shares held by a Family Trust where he is both beneficiary and trustee.
Carvana Co. director Neha Parikh received additional equity compensation in the form of restricted stock units tied to Class A Common Stock. She acquired 360 shares underlying RSUs that vest immediately on grant and 782 shares underlying RSUs that vest fully on May 1, 2027, subject to continued service.
Following these awards, she directly holds 62,428 shares of Class A Common Stock. These transactions are compensation-related grants, not open-market purchases or sales.
Carvana Co. director Ira J. Platt reported stock-based awards of Class A common stock. He acquired 407 shares underlying restricted stock units that vest immediately on grant and 782 shares underlying restricted stock units that vest 100% on May 1, 2027, both at no cash cost.
After these awards, he holds 37,294 shares directly, plus additional indirect Class A holdings through the Ira J. Platt Revocable Trust, The Georgiana Platt and Successors Remainder Trust, and the Platt Family Foundation, where he has voting and investment power but disclaims beneficial ownership except for his pecuniary interest.
CARVANA CO. executive Taira Thomas, President, Special Projects, reported an open-market sale of Class A Common Stock. On April 8, 2026, Thomas sold 3,770 shares at a price of $341.00 per share.
The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted by Thomas. After this sale, Thomas continues to hold 58,564 shares of Carvana Class A Common Stock directly.
Carvana Group, Inc. reported Rule 144 sale notices showing insider dispositions. The entry lists 10b5-1 sales by Thomas Taira of 953 shares on 03/09/2026 for $309,725 and 1,047 shares on 02/09/2026 for $417,271.38. The filing also cites 3,770 Restricted Stock Units dated 04/01/2026.
CARVANA CO. executive Taira Thomas reported a routine tax-related share disposition connected to equity compensation. On the vesting of restricted stock units, 2,663 shares of Class A Common Stock were withheld to cover taxes at an indicated value of $312.09 per share. After this non-market transaction, Thomas directly holds 62,334 shares of Class A Common Stock.
CARVANA CO. officer Paul W. Breaux reported a routine tax-related share disposition tied to equity compensation. On the vesting of restricted stock units, 2,870 shares of Class A Common Stock were withheld by the company to cover taxes, based on a price of $312.09 per share. After this withholding, Breaux directly holds 64,418 shares of Carvana Class A Common Stock. This transaction reflects tax withholding on RSU vesting rather than an open-market sale.