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. insider plans to sell common stock under a Rule 144 notice. The filing covers a proposed sale of 50,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate value of $3,118,000.00 and a stated date of August 3, 2026.
The seller reports underlying equity awards including 15,880 Restricted Stock Units dated October 1, 2025 and 34,120 Performance Stock Units dated April 29, 2026. Over the past three months, a BHJC Trust 10b5-1 sales plan sold 50,000 shares on July 1, 2026 for $3,427,290.00 and 50,000 shares on June 1, 2026 for $3,519,700.00.
CVNA reporting person Mark Jenkins plans to sell up to 63,750 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with a proposed sale date of August 3, 2026 and an aggregate market value of $3,975,450.00. Shares outstanding are listed as 719,916,415 as context.
The planned sale is tied to an exercise of stock options, with cash as the payment method. Jenkins also reports prior 10b5-1 sales of 63,750 shares on June 1, 2026 for $4,487,801.88 and on July 1, 2026 for $4,356,938.50.
Carvana Co. reported higher revenue and earnings for the quarter ended June 30, 2026. Net sales and operating revenues were $7,376 million, up from $4,840 million a year earlier, with gross profit of $1,384 million. Net income attributable to Carvana Co. rose to $310 million from $183 million, and diluted earnings per Class A share increased to $0.42 from $0.26. For the first six months, revenues reached $13,808 million and net income attributable to Carvana Co. was $560 million.
Total assets were $14,552 million, including cash and cash equivalents of $2,630 million and vehicle inventory of $3,263 million. Total liabilities were $9,414 million, with total debt of $5,133 million and a tax receivable agreement liability of $2,130 million. Retained earnings turned positive at $551 million, lifting total stockholders’ equity to $5,138 million. Operating activities provided $345 million of cash in the first half of 2026.
The company executed a five-for-one forward stock split in May 2026 and continues to finance its operations and loan originations through asset-based facilities, securitizations and loan sale agreements. Ally’s committed forward flow purchase capacity was expanded to $8.0 billion of finance receivables between July 27, 2026 and July 26, 2027, and fixed-pool loan sale agreements provide up to $12 billion of additional capacity through 2027.
Carvana Co. reported strong Q2 2026 results, selling 197,325 retail vehicles, up 38% year-over-year. Total revenue reached $7.376 billion, a 52% increase, and total gross profit was $1.384 billion, up 30%. Net income was $513 million for a 7.0% margin, while Adjusted EBITDA was $769 million with a 10.4% margin. GAAP operating income rose to $680 million.
Total gross profit per retail unit declined to $7,014, though SG&A efficiency improved as total SG&A expenses per retail unit fell to $3,568. Liquidity remained substantial, with cash and cash equivalents of $2.630 billion and total liquidity resources of $7.024 billion as of June 30, 2026.
Looking ahead, Carvana expects a sequential increase in retail units sold in Q3 2026 and projects full‑year 2026 Adjusted EBITDA of $2.7–$3.0 billion, above $2.24 billion in 2025, assuming a stable operating environment.
BlackRock, Inc. filed an amended Schedule 13G/A reporting passive ownership of 44,896,905 shares of Carvana Co. Class A Stock, representing 6.3% of the class. BlackRock has sole voting power over 41,461,307 shares and sole dispositive power over all 44,896,905 shares, with no shared voting or dispositive power reported.
The filing states that these holdings are attributed to certain BlackRock business units, excluding other units whose holdings are disaggregated. Various underlying clients may receive dividends or sale proceeds, but no single client is reported to hold more than five percent of Carvana’s outstanding common shares.
Carvana Co. executive Paul W. Breaux reported a tax-withholding disposition related to equity compensation. The company withheld 4,453 shares of Class A Common Stock at $67.87 per share to cover taxes due upon vesting of restricted stock units under various awards.
These shares were not sold in the open market but were retained by the issuer to satisfy tax obligations. After this withholding, Breaux directly holds 350,057 shares of Carvana Class A Common Stock, indicating he continues to maintain a substantial equity position.
Carvana Co. Chief Financial Officer Mark W. Jenkins reported a mix of option exercises, tax withholding and share sales in Carvana Class A Common Stock. On July 1, 2026, he sold 63,750 shares in open-market transactions at prices reported between $65.18 and $70.43 per share.
On the same date, he exercised stock options covering 63,750 shares of Class A Common Stock at exercise prices of $2.01, $8.41 and $10.39 per share. A total of 7,014 shares was withheld to cover tax obligations upon vesting of restricted stock units.
The filing notes these option exercises and related sales were effected under a Rule 10b5-1 trading plan adopted on August 5, 2024. Following the reported transactions, Jenkins directly holds 1,029,580 shares of Carvana Class A Common Stock.
CARVANA CO. Chief Product Officer Daniel J. Gill reported a tax-related share disposition linked to equity compensation. On this Form 4, 7,705 shares of Class A Common Stock were withheld at $67.87 per share to cover taxes upon vesting of restricted stock units, rather than sold in the open market. After this tax-withholding event, he directly holds 938,128 shares of Class A Common Stock.
Carvana Co. Chief Brand Officer Ryan S. Keeton reported a routine tax-related share disposition. On July 1, 2026, 2,883 shares of Class A Common Stock were withheld at $67.87 per share to cover taxes upon vesting of restricted stock units. After this tax-withholding event, Keeton directly held 378,528 shares of Carvana Class A Common Stock. This was not an open-market trade but an automatic mechanism tied to equity compensation.
CARVANA CO. executive Taira Thomas reported an automatic share disposition related to equity compensation. On the reported date, 3,949 shares of Class A Common Stock were withheld at $67.87 per share to cover tax obligations arising from the vesting of restricted stock units. After this tax-withholding event, Thomas directly held 311,126 shares, indicating this was a routine compensation-related transaction rather than an open-market trade.