CVNA CARVANA CO.

NEUTRAL Impact: 2/10 Insider Cluster (4 insiders)
Horizon days Filed Jun 9, 2026 Processed 3d 15h ago
Insider cluster: 4 insiders, $3.5M total

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Executive Summary

Four Carvana insiders, including the COO and CFO, sold a combined $3.54M in open-market sales over a one-week window. The sales are modest relative to the company's $76.2B market cap (0.005%), and the cluster is driven by a single date (June 1) for the three largest sellers, consistent with a shared blackout-window opening or routine 10b5-1 plan execution. The dollar amount is trivial for a company of this size, and insider sales are generally weak predictive signals per the academic literature.

Key Financial Metrics

Direction
selling
Total Value
$3.5M
Insiders
4

Actionable Insight

The cluster is too small to signal material bearish conviction. Monitor for any subsequent Form 4 filings or a material 8-K that could explain the timing. Absent that, no trading action is warranted.

Key Facts

  • Four insiders sold shares totaling $3.54M from June 1 to June 8, 2026.
  • COO Benjamin Huston sold $1.33M, CFO Mark Jenkins sold $1.69M, President Taira Thomas sold $376K, VP of Accounting Stephen Palmer sold $141K.
  • Total sales represent ~0.005% of Carvana's $76.2B market cap — a trivial amount.
  • Three of the four sales occurred on June 1, suggesting a common liquidity event (e.g., blackout-window opening or 10b5-1 plan execution).
  • No insider purchases were reported in the cluster.

Financial Impact

Total insider sales of $3.54M represent less than 0.01% of market cap — immaterial.

dilution

Risk Factors

  • Insider sales could accelerate if the stock continues to rally, but current volume is negligible.
  • No insider buying to offset the sales — a one-sided sell cluster, though small.

Market Snapshot

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

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CVNA-1781041512710
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 46m)

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