CVNA CARVANA CO.

NEUTRAL Impact: 2/10 144
Horizon immediate Filed Jun 8, 2026 Processed 4d 17h ago SEC 0001950047-26-005768
Form 144 — notice of proposed sale of securities

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Executive Summary

Carvana Chief Legal Officer Thomas Taira filed a Form 144 notice to sell 5,597 shares of common stock, valued at approximately $372,256, through a 10b5-1 trading plan. The sale is small relative to his total holdings and the company's $73B market cap, representing routine pre-planned insider sales rather than opportunistic selling. This filing signals no change in fundamental outlook given the 10b5-1 context and the official role of the filer.

Actionable Insight

This is a routine 10b5-1 plan execution by Carvana's CLO, consistent with prior months. No material impact expected. Monitor for any change in selling pattern (e.g., acceleration beyond regular monthly amounts) or sudden insider sales outside of pre-planned plans, which could signal a change in sentiment. The scheduled nature and small size make this a non-event for trading.

Key Facts

  • Insider: Taira Thomas (Chief Legal Officer, Officer)
  • Shares to sell: 5,597 shares of common stock
  • Estimated value: $372,256.47
  • Sale type: 10b5-1 planned sale (routine pre-arranged trading plan)
  • Filing date: 2026-06-08
  • Broker: Morgan Stanley Smith Barney LLC Executive Financial Services
  • Prior 10b5-1 sales over past 3 months (March-May 2026) totaling ~$2M at average sizes, consistent pattern
  • Market cap: ~$73B, sale represents ~0.0005% of market cap
  • Recent insider activity: 2 sells totaling $3.0M over last 30 days

Financial Impact

~$372,256 at ~$66.50/share (current price implied by market cap and float), representing a small fraction of insider holdings and a negligible 0.0005% of the $73B market cap

insider holdings

Risk Factors

  • This filing signals intent only; the actual sale may not execute
  • A change in 10b5-1 cadence (e.g., larger or more frequent sales) could indicate insider concern, but no such pattern is present here

Market Snapshot

Exchange
NYSE
Sector
Retail-Auto Dealers & Gasoline Stations
Analyst Consensus
69% bullish (32 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001950047-26-005768
Document: 0001950047-26-005768-index.html0001950047-26-005768
Document: 0001950047-26-005768.txt0001950047-26-005768
19 reports for CVNA
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+20▲ +81.35%May 1, 2026
Filters
Rows
Reports for CVNA — sortable, filterable
Type Now
Jun 12, 2026
1d ago
Institutional Cluster
MIXED ★ 5/10
$67.86 awaiting T+1awaiting T+1$64.10 (−5.53%)
Jun 11, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$67.86 awaiting T+1awaiting T+1$64.10 (−5.53%)
Jun 9, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$69.66 awaiting T+1awaiting T+1$64.10 (−7.98%)
Jun 8, 2026
4d ago
144
NEUTRAL ★ 2/10
$69.45 awaiting T+1awaiting T+1$64.10 (−7.70%)
Jun 4, 2026
8d ago
Insider Cluster
NEUTRAL ★ 4/10
$65.99 awaiting T+1awaiting T+1$64.10 (−2.86%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$66.19 $66.51▲ +0.48%▲ +3.08%$64.10 (−3.16%)
May 6, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$80.00 $77.94▼ −2.58%▼ −3.41%$64.10 (−19.88%)
May 1, 2026
6w ago
144
BEARISH ★ 7/10
$376.50 $388.07▼ −3.07%▼ −2.28%$64.10 (+82.97%)
May 1, 2026
6w ago
Insider Cluster
BEARISH ★ 6/10
$380.68 $376.50▲ +1.10%▲ +0.76%$64.10 (+83.16%)
May 1, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$77.88 $80.00▼ −2.73%▼ −3.06%$64.10 (+17.69%)
Showing 10 of 19

US Market Status

Market Closed — Opens Mon (47h 45m)

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