Mark W. Jenkins - 30 May 2025 Form 4 Insider Report for CARVANA CO. (CVNA)

Signature
/s/ Paul Breaux, by Power of Attorney for Mark W. Jenkins
Issuer symbol
CVNA
Transactions as of
30 May 2025
Net transactions value
-$17,248,056
Form type
4
Filing time
03 Jun 2025, 18:21:05 UTC
Previous filing
16 May 2025
Next filing
09 Jun 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
JENKINS MARK W. Chief Financial Officer C/O CARVANA CO., 300 E. RIO SALADO PKWY, TEMPE /s/ Paul Breaux, by Power of Attorney for Mark W. Jenkins 03 Jun 2025 0001700540

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CVNA Class A Common Stock Sale $6,502,600 -20,000 -9.4% $325.13 193,459 30 May 2025 Direct F1, F2
transaction CVNA Class A Common Stock Sale $10,249,022 -31,380 -16% $326.61 162,079 30 May 2025 Direct F1, F3
transaction CVNA Class A Common Stock Options Exercise $3,966,432 +31,380 +19% $126.40 193,459 30 May 2025 Direct F1
transaction CVNA Class A Common Stock Tax liability $399,135 -1,220 -0.63% $327.16 192,239 01 Jun 2025 Direct F4
transaction CVNA Class A Common Stock Options Exercise $100,700 +10,000 +5.2% $10.07 202,239 02 Jun 2025 Direct F1
transaction CVNA Class A Common Stock Options Exercise $84,060 +2,000 +0.99% $42.03 204,239 02 Jun 2025 Direct F1
transaction CVNA Class A Common Stock Options Exercise $38,978 +750 +0.37% $51.97 204,989 02 Jun 2025 Direct F1
transaction CVNA Class A Common Stock Sale $95,301 -300 -0.15% $317.67 204,689 02 Jun 2025 Direct F1, F5
transaction CVNA Class A Common Stock Sale $98,398 -309 -0.15% $318.44 204,380 02 Jun 2025 Direct F1, F6
transaction CVNA Class A Common Stock Sale $191,898 -600 -0.29% $319.83 203,780 02 Jun 2025 Direct F1, F7
transaction CVNA Class A Common Stock Sale $224,847 -700 -0.34% $321.21 203,080 02 Jun 2025 Direct F1, F8
transaction CVNA Class A Common Stock Sale $222,023 -689 -0.34% $322.24 202,391 02 Jun 2025 Direct F1, F9
transaction CVNA Class A Common Stock Sale $161,555 -500 -0.25% $323.11 201,891 02 Jun 2025 Direct F1, F10
transaction CVNA Class A Common Stock Sale $134,950 -416 -0.21% $324.40 201,475 02 Jun 2025 Direct F1, F11
transaction CVNA Class A Common Stock Sale $488,625 -1,500 -0.74% $325.75 199,975 02 Jun 2025 Direct F1, F12
transaction CVNA Class A Common Stock Sale $492,005 -1,507 -0.75% $326.48 198,468 02 Jun 2025 Direct F1, F13
transaction CVNA Class A Common Stock Sale $491,698 -1,501 -0.76% $327.58 196,967 02 Jun 2025 Direct F1, F14
transaction CVNA Class A Common Stock Sale $246,091 -749 -0.38% $328.56 196,218 02 Jun 2025 Direct F1, F15
transaction CVNA Class A Common Stock Sale $439,610 -1,333 -0.68% $329.79 194,885 02 Jun 2025 Direct F1, F16
transaction CVNA Class A Common Stock Sale $677,144 -2,046 -1% $330.96 192,839 02 Jun 2025 Direct F1, F17
transaction CVNA Class A Common Stock Sale $199,026 -600 -0.31% $331.71 192,239 02 Jun 2025 Direct F1, F18
transaction CVNA Class A Common Stock Conversion of derivative security $0 +20,000 +10% $0.000000 212,239 03 Jun 2025 Direct F1, F19, F20

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction CVNA Stock Options (Right to Buy) Options Exercise $0 -31,380 -65% $0.000000 17,208 30 May 2025 Class A Common Stock 31,380 $126.40 Direct F1, F21
transaction CVNA Stock Options (Right to Buy) Options Exercise $0 -10,000 -4% $0.000000 238,513 02 Jun 2025 Class A Common Stock 10,000 $10.07 Direct F1, F22
transaction CVNA Stock Options (Right to Buy) Options Exercise $0 -2,000 -2.8% $0.000000 68,703 02 Jun 2025 Class A Common Stock 2,000 $42.03 Direct F1, F23
transaction CVNA Stock Options (Right to Buy) Options Exercise $0 -750 -2.8% $0.000000 26,096 02 Jun 2025 Class A Common Stock 750 $51.97 Direct F1, F23
transaction CVNA Class B Units Conversion of derivative security $124,296 -25,481 -58% $4.88 18,326 03 Jun 2025 Class A Common Stock 20,000 $4.88 Direct F1, F19, F20
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 The reported option exercises, unit conversions and sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2024.
F2 This transaction was executed in multiple trades at prices ranging from $325.00 to $325.75, inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F3 This transaction was executed in multiple trades at prices ranging from $326.40 to $327.10 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F4 Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units pursuant to various awards.
F5 This transaction was executed in multiple trades at prices ranging from $317.12 to $318.06 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F6 This transaction was executed in multiple trades at prices ranging from $318.16 to $318.63 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F7 This transaction was executed in multiple trades at prices ranging from $319.41 to $320.20 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F8 This transaction was executed in multiple trades at prices ranging from $320.69 to $321.52 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F9 This transaction was executed in multiple trades at prices ranging from $321.85 to $322.84 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F10 This transaction was executed in multiple trades at prices ranging from $322.86 to $323.30 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F11 This transaction was executed in multiple trades at prices ranging from $323.94 to $324.85 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F12 This transaction was executed in multiple trades at prices ranging from $325.04 to $326.03 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F13 This transaction was executed in multiple trades at prices ranging from $326.11 to $326.80 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F14 This transaction was executed in multiple trades at prices ranging from $327.18 to $328.13 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F15 This transaction was executed in multiple trades at prices ranging from $328.20 to $329.18 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F16 This transaction was executed in multiple trades at prices ranging from $329.31 to $330.27 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F17 This transaction was executed in multiple trades at prices ranging from $330.37 to $331.33 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F18 This transaction was executed in multiple trades at prices ranging from $331.55 to $331.90 inclusive. The price reported above reflects the volume weighted average sale price. The Reporting Person undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price.
F19 Mr. Jenkins was granted the 60,000 Class B Units on January 28, 2016 with a participation threshold of $4.878; 12,000 vested on March 1, 2016 and 1,000 vested on the first of each month thereafter. The Class B Units have no expiration date.
F20 Pursuant to an exchange agreement among the Issuer and certain common unit holders of Carvana Group, LLC, dated April 27, 2017 (the "Exchange Agreement"), holders of Class B Units may exchange their Class B Units for a number of shares of the Issuer's Class A Common Stock equal to the Class A Common Stock Value less the Adjusted Participation Threshold (as each term is defined in the Exchange Agreement) multiplied by 0.8 times the number of Class B Units being exchanged, divided by the Class A Common Stock Value.
F21 The non-qualified stock options representing the right to purchase for the exercise price Class A Common Stock of the Issuer vested 25% on April 1, 2023 and monthly thereafter for the following three years, subject to the Reporting Person's continued service with the Issuer.
F22 The non-qualified stock options representing the right to purchase for the exercise price Class A Common Stock of the Issuer vested 25% on April 1, 2024 and monthly thereafter for the following three years, subject to the Reporting Person's continued service with the Issuer.
F23 The non-qualified stock options representing the right to purchase for the exercise price Class A Common Stock of the Issuer vested 25% on April 1, 2025 and monthly thereafter for the following three years, subject to the Reporting Person's continued service with the Issuer.