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CARVANA CO. insider entity ECG II SPE, LLC, which is wholly owned and controlled by Ernest C. Garcia II, sold 4,000,000 European-style covered call options on the company’s Class A common stock on May 1, 2026. The sale comprised 2,000,000 options with a strike price of $450.00 and 2,000,000 options with a strike price of $500.00, with E-SPE receiving a cash premium of $68.0575 per option.
To secure its obligations, E-SPE pledged 4,000,000 shares of Carvana Class B common stock and 5,000,000 Carvana Group, LLC Class A units, while retaining voting and investment power over these pledged shares subject to the pledge terms. The filing also notes that an earlier 4,000,000-option covered call position entered on May 9, 2025, with a strike price of $400.00 and a premium of $24.75 per option, expired on April 17, 2026 without being exercised. This Form 4 is being filed voluntarily in advance of the Form 5 reporting for the year ended December 31, 2026.
The filing is a Rule 144 resale/transfer notice reporting 10,000 shares of Common Stock tied to an exercise of stock options dated 05/01/2026. It lists three prior 10b5-1 sales of 10,000 shares each on 04/01/2026, 03/02/2026, and 02/02/2026 with the proceeds shown for each sale.
Mark Jenkins filed a Form 144 reporting 12,750 shares of Common Stock to be sold via an exercise of stock options on 05/01/2026. The filing also lists recent 10b5-1 sales of 12,750 shares on 04/01/2026, 03/02/2026, and 02/02/2026 with gross proceeds shown.
The broker listed is Morgan Stanley Smith Barney LLC. The filing records cash proceeds for prior 10b5-1 sales of $3,956,931.20, $4,120,162.00, and $5,229,874.60.
Carvana Co is reported to have 10,377,287 shares of Common Stock beneficially owned by Vanguard Capital Management, representing 7.25% of the class as of 03/31/2026. The filing lists 1,383,259 shares with sole voting power and 10,377,287 shares with sole dispositive power. The Schedule 13G discloses that these holdings include shares held by Vanguard funds and managed accounts and are reported by Vanguard Capital Management from its Malvern, PA office.
Carvana Co. reported strong growth for the three months ended March 31, 2026. Net sales and operating revenues rose to $6.4 billion, up from $4.2 billion a year earlier, driven mainly by retail vehicle sales of $4.8 billion and wholesale revenues of $1.1 billion.
Gross profit increased to $1.3 billion while operating income improved to $581 million. Net income reached $405 million, compared with $373 million in 2025, with $250 million attributable to Carvana Co. Class A stockholders, or $1.69 diluted EPS. Cash and cash equivalents were $2.4 billion and total assets were $13.8 billion against total liabilities of $9.1 billion, including $5.0 billion of debt and a $2.2 billion tax receivable agreement liability. The company also sold sizable volumes of finance receivables through forward flow, securitization, and fixed pool sales while retaining $492 million of beneficial interests in securitizations.
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.