KMX CARMAX INC

NEUTRAL Impact: 2/10 8-K
Horizon days Filed May 12, 2026 Processed 1mo ago SEC 0001170010-26-000048
8-K context-dependent: Items 5.02
Latest settled — T+5d
KMX ▼ -2.04% at T+5d
NEUTRAL call ✗ call lost -2.04% · α vs SPY -0.88% · entry $37.03 → $36.27
Next anchor: T+20d due 5d ago
Last close $51.26 (close Jun 12) · +38.45% from $37.03 entry
Entry anchored
May 12, 03:59 PM ET
via Databento tick
T+1d
+0.12%
call +0.12% · α +0.12%
$37.07
settled 5w ago
T+5d
-2.04%
call -2.04% · α -0.88%
$36.27
settled 27d ago
T+20d
call — · α —
due 5d ago
T+60d
call — · α —
in 7w

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Executive Summary

CarMax announced the planned addition of Robert O'Shaughnessy to its Board of Directors, subject to shareholder approval at the 2026 Annual Meeting, and the retirements of directors Shira Goodman and Mitchell Steenrod, who will not stand for re-election. This routine board refreshment is a standard governance event with no material financial impact.

Actionable Insight

This is a routine governance filing with no trading implications. Monitor the 2026 Annual Meeting for shareholder approval of the director nominee and any potential proxy contest developments signaled by the contemporaneous DEFA14A filing.

Key Facts

  • Robert O'Shaughnessy, former EVP and CFO of PulteGroup and former CFO of Penske Automotive Group, nominated to join CarMax's Board, subject to shareholder approval at the 2026 Annual Meeting.
  • Directors Shira Goodman and Mitchell Steenrod will not stand for re-election at the Annual Meeting; their departures are described as planned retirements with no disagreement with the company.
  • Following the Annual Meeting, the Board will consist of 11 directors, nine of whom are independent.
  • A DEFA14A was filed on the same day, indicating proxy solicitation materials related to the upcoming Annual Meeting.

Financial Impact

No financial impact — routine board refreshment with no disclosed compensation changes or material financial terms.

Risk Factors

  • Shareholder disapproval of O'Shaughnessy's nomination at the Annual Meeting could create minor governance uncertainty.
  • The DEFA14A filing suggests active proxy solicitation — any contested director election or shareholder proposal could introduce near-term volatility.

Market Snapshot

Exchange
NYSE
Sector
Retail-Auto Dealers & Gasoline Stations
Analyst Consensus
7% bullish (27 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001170010-26-000048
Document: a991pressrelease-boardanno.htm0001170010-26-000048
Document: 0001170010-26-000048-index-headers.html0001170010-26-000048
Document: 0001170010-26-000048-index.html0001170010-26-000048
Document: 0001170010-26-000048.txt0001170010-26-000048
5 reports for KMX
Performance horizon

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Filters
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Reports for KMX — sortable, filterable
Type Now
May 12, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$37.03 $36.27▼ −2.04%▼ −0.88%$51.26 (+38.45%)
Apr 14, 2026
8w ago
8-K
BEARISH ★ 8/10
$41.52 $39.00▲ +6.07%▲ +7.46%$51.26 (−23.47%)
Apr 1, 2026
10w ago
Press Release
NEUTRAL ★ 2/10
$40.28 $45.16▲ +12.12%▲ +8.35%$51.26 (+27.27%)
Mar 17, 2026
12w ago
DEFA14A
MIXED ★ 5/10
$41.62 $41.61▼ −0.02%▲ +0.69%$51.26 (+23.18%)
Mar 11, 2026
13w ago
DEFA14A
NEUTRAL ★ 3/10
$40.97 $42.35▲ +3.37%▲ +4.35%$51.26 (+25.13%)
Showing 5 of 5

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