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Stock brief · the live tape
CVNACarvana Co. Class A
Consumer Discretionary
$74.04
▲ $7.72 (+11.6%) · 30dclose Friday, August 28, 2026
Disclosed flow is mixed.
2 members · 4 disclosed trades · 196 insider filings
The Hill
▲ 2▼ 2
2 buys · 2 sellsThe Boardroom
▲ 45▼ 151
45 buys · 151 sells · 196 filingsFeeding Time13F lens lands with fund ingestion
What is behind it
Recent Signal Scores, decayed52
Events counted, 90d113
Net congressional flowselling
The tape
Price with a twin dot per disclosed trade: filled at the trade, hollow at the filing. The dashed gap is what the market did in between, not anyone’s return.
trade (congress)filingtrade (insider)call legput leg
The cost of chasing
Each rail runs from their trade to their filing. The hatched part is the move a copier missed to the disclosure lag; the solid part is what copying at the filing kept.
Cisneros+10.2+6.6
Cisneros+394.6-5.0
Gottheimer+478.6+425.8
Median copy kept +6.6% from the filing vs +394.6% from the trade date; the lag took 388.0 pts. The S&P returned +4.3% over the same windows. Numbers describe the window shown; they are not a forecast.
Who is behind it
Congress members with a disclosed position, biggest first. Click through to their dossier.
Gilbert Ray Cisneros, Jr.House · Armed Services · Small BusinessFiled this one in 24dmixed$16KJosh GottheimerHouse · Intelligence · Financial ServicesFiled this one in 26dmixed$16K
Committee overlap is a fact, not an accusation. An option leg behind a share buy reads very differently from a plain purchase, so it is called out but never scored as intent.
The boardroom
Scheduled 10b5-1 sales are usually noise, set on autopilot months ago. The unscheduled ones are the tell.
PLATT IRA J.DirectorUnscheduled
QUAYLE J DANFORTHDirectorScheduled · 10b5-1
PLATT IRA J.DirectorUnscheduled
PLATT IRA J.DirectorUnscheduled
QUAYLE J DANFORTHDirectorScheduled · 10b5-1
QUAYLE J DANFORTHDirectorScheduled · 10b5-1
PLATT IRA J.DirectorUnscheduled
PLATT IRA J.DirectorUnscheduled
PLATT IRA J.DirectorUnscheduled
HUSTON BENJAMIN E.Chief Operating OfficerUnscheduled
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
Palmer Stephen RVice President of AccountingScheduled · 10b5-1
HUSTON BENJAMIN E.Chief Operating OfficerScheduled · 10b5-1
BREAUX PAUL W.See RemarksUnscheduled
Palmer Stephen RVice President of AccountingScheduled · 10b5-1
GARCIA ERNEST C. IIIChief Executive Officer, Director, 10% OwnerUnscheduled
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
HUSTON BENJAMIN E.Chief Operating OfficerScheduled · 10b5-1
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
HUSTON BENJAMIN E.Chief Operating OfficerScheduled · 10b5-1
JENKINS MARK W.Chief Financial OfficerUnscheduled
Taira ThomasPresident, Special ProjectsUnscheduled
KEETON RYAN S.Chief Brand OfficerUnscheduled
Palmer Stephen RVice President of AccountingScheduled · 10b5-1
Palmer Stephen RVice President of AccountingScheduled · 10b5-1
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
HUSTON BENJAMIN E.Chief Operating OfficerScheduled · 10b5-1
GILL DANIEL J.Chief Product OfficerUnscheduled
JENKINS MARK W.Chief Financial OfficerScheduled · 10b5-1
KEETON RYAN S.Chief Brand OfficerUnscheduled
Palmer Stephen RVice President of AccountingUnscheduled
BREAUX PAUL W.See RemarksUnscheduled
GILL DANIEL J.Chief Product OfficerUnscheduled
GARCIA ERNEST C. IIIChief Executive Officer, Director, 10% OwnerUnscheduled
Taira ThomasPresident, Special ProjectsUnscheduled
The forward book
Every disclosed option leg on this ticker: what was filed, and where the strike sits versus today.
No disclosed option legs on CVNA yet. They plot here the day they file.
A call and a put are shown as filed. We do not infer whether a leg is a hedge or a leveraged bet, because the filing does not say. Read the strike and expiry, not an implied intent.
The fund book
Tracked 13F holders and how their position moved, quarter over quarter.
13F fund positions on CVNA light up when fund ingestion lands. Quarter-end marks, up to 45 days lagged, never live holdings.
Cross-check
When different sources file on the same name inside a window. Overlap like this is rare.
- Gilbert Ray Cisneros, Jr.House · Armed Services · Small Business▼
- PLATT IRA J.Director▼
- QUAYLE J DANFORTHDirector▼
- HUSTON BENJAMIN E.Chief Operating Officer▲
- JENKINS MARK W.Chief Financial Officer▼
Last 90 days · 5 filers converging
Sources file on different clocks; an overlap like this is rare.
⚠️ Public information, sourced from STOCK Act, Form 4 and 13F filings. Ranges use midpoints. Price paths between a trade and its filing are market moves, not anyone’s return. Not financial advice.