CPAY CORPAY, INC. Insider Trading

Armando Lins Netto sold 70.5K CPAY shares at $352.13 for $24.8M, retaining 11.3K shares and 4,420 options.

Armando Lins Netto, Group President Brazil & US Vehicle Payments, sold 70,476 shares at $352.13 on 2026-06-15, representing an 86.2% reduction of his pre-transaction holdings of 81,750 shares. This follows a rapid series of sales at CPAY in late May 2026 (2026-05-27, 2026-05-28, and 2026-05-29), suggesting coordinated vesting and planned disposition of equity compensation. Across his five measurable prior trades at CPAY, his two November 2024 sales produced 90-day returns of +3.2% and +3.9%, neither meeting the downside outcome that would characterize a well-timed sale. His cross-ticker track record shows a 0.00% rate of well-timed sells across 7 prior open-market sales, indicating a historical pattern where stock prices have risen after his sales at other companies. The transaction occurs as CPAY trades within 1.9% of its 52-week high ($367.43), with strong recent momentum (+26.0% over 90 days) against fundamentals showing $1.3B quarterly revenue and +13.9% annual growth.

GroupPresident Brazil&USVehPmt Armando Lins Netto sold 4.6K CPAY shares at $351.60, reducing stake to 11.3K (−28.8%).

Armando Lins Netto, GroupPresident Brazil&USVehPmt, sold 4,560 shares at $351.60 on 2026-06-11, reducing his holdings by −28.8% to 11,274 shares. The sale occurred as CORPAY trades near its 52-week peak (−3.1% from $367.43 high) and +7.5% over the prior 30 days, suggesting the transaction occurred in an elevated-price environment. His prior two measurable sales at CPAY (both on 2024-11-18/19) were followed by modest positive 90-day returns (+3.9% and +3.2%), establishing a pattern of poorly-timed sells at this ticker where the stock subsequently appreciated. His cross-ticker track record shows similar weakness with a 0.00% well-timed rate across 7 prior sells, indicating no demonstrated pattern of selling before declines.

Group President Brazil & US Vehicle Payments sells 17.2K shares for $6.1M at $356.18 blended average, retaining 15.8K shares.

Armando Lins Netto, Group President Brazil & US Vehicle Payments, executed three separate sales totaling 17,201 shares for $6,126,584.83 between May 27–29, 2026, at prices ranging from $355.08 to $357.02—near the 52-week high of $361.99. His post-transaction holding of 15,834 shares represents a -52.1% reduction versus his pre-transaction position of 33,035 shares. At prior trades at CPAY, his cross-ticker timing has been poor: the 90d well-timed rate across all open-market history stands at 0.00%, and his same-ticker history shows 0 of 4 prior sells were well-timed on the 90-day mark. The current stock price of $361.80 reflects a +17.9% gain over 30 days and an +11.3% gain over 90 days since the transaction window. This large proportional reduction in holdings by a senior executive warrants review of motivations, particularly given the company's solid fundamentals (FY revenue growth +13.9%, P/E 20.10, net income $350.1M on quarterly revenue of $1.3B).

Director Sloan Jeffrey Steven sold 3,600 shares of CPAY at $343.62, reducing holdings by 22.4% to 12,474 shares for $1.2M total value.

Director Sloan Jeffrey Steven executed a discretionary sale of 3,600 shares on 2026-02-17 at $343.62, representing a 22.4% reduction in his total holdings from 16,074 to 12,474 shares. The sale occurred at a price roughly 1.5% below the current market price of $349.19 and within the 52-week trading range, reflecting no exceptional valuation timing. CORPAY trades at a P/E of 23.23 with solid fundamentals—annual revenue growth of 5.8% and quarterly revenues of $1,172,480,000.00—indicating a mature, profitable business with modest growth momentum. The stock has appreciated significantly in recent periods, posting +8.9% over 30 days and +25.9% over 90 days, yet remains 9.7% below its 52-week high.

Director Stull purchases 8,000 CPAY shares for $2.5M at $314.98; stake rises 37.7% to 29,241 shares

Director Steven T Stull executed a $2,519,840.00 purchase of 8,000 shares at $314.98, expanding his post-transaction holdings to 29,241 shares from 21,241 shares—a 37.7% increase in his CORPAY position. The purchase occurred at a price 20.8% below the 52-week high of $389.55, within the company's recent trading range. The transaction's scale (8.0K shares) and dollar value ($2.5M) reflect a material personal commitment from a board member. CORPAY's fundamentals show net income of $277,941,000.00 against quarterly revenue of $1,172,480,000.00, with annual revenue growth of 5.8% and a P/E of 20.53. The timing of this purchase—after a modest 30-day decline of 0.6%—occurred as the stock recovered within its 90-day range (up 6.8%). Investors should track whether this director's accumulation becomes part of a broader pattern of insider activity or marks a singular transaction at this level.

King Alan sold 21,272 shares of CPAY at $381.97 on 2024-11-26, reducing holdings by 54.2% to 18.0K shares

King Alan, Group President of Global Fleet at CORPAY, executed a substantial sale of 21,272 shares at $381.97, reducing his holdings from 39,262 shares to 17,990 shares—a 54.2% reduction in his position. The transaction, valued at $8,125,361.56, occurred near the 52-week high ($382.14), with the stock up 12.3% over 30 days and 22.4% over 90 days. His cross-ticker track record shows 2 prior sells with a 0.00% well-timed rate, indicating his historical sells have not captured favorable exit points relative to subsequent price movements. Given the sharp 54.2% reduction in a company with strong fundamentals (annual revenue growth +9.6%, net income $276.4M), the concentrated nature and magnitude of this sale warrant investor attention to whether this reflects a material change in executive confidence or represents a planned portfolio rebalancing.

CAO Alissa Vickery sells 8,000 CPAY shares ($2.96M) at $370.04; retains 1,797 shares, -81.7% reduction.

Alissa Vickery, Chief Accounting Officer of CORPAY, sold 8,000 shares (81.7% of her pre-transaction holding) at $370.04 on 2024-11-20, reducing her position to 1,797 shares. The sale occurred near the 52-week high of $375.46, with the stock up 7.6% over 30 days and 26.0% over 90 days. Her cross-ticker track record shows 2 prior sells with a 50.00% well-timed rate at the 90-day mark and average 90d return of 7.8% post-sale (meaning prior sales were poorly timed, with stock rising after). At CPAY specifically, one of her two prior sells at the ticker (2024-08-16) was well-timed, while the other (2024-03-07) was not, reflecting a mixed pattern. The magnitude of this reduction—from nearly 10K to under 2K shares—represents a substantial departure from her historical position in the company alongside CPAY's current strength (up 26% in 90 days, trading at P/E 25.82 with $1.0B quarterly revenue). The timing and scale warrant monitoring, though the outcome depends on forward price action rather than historical analogs.

Group President Netto Armando Lins sold 70,175 shares at $363.42 blended avg for $25.5M, retaining 28,217 shares (-71.3% of holdings)

Group President Netto Armando Lins executed 2 separate sales totaling 70,175 shares for $25,502,893.60, reducing his holdings by 71.3% to 28,217 shares. The transactions occurred at prices near the company's 52-week high ($249.66–$374.48), with the current price at $369.24 representing only -1.4% from the 52-week peak and showing strong recent momentum (+5.9% over 30 days, +24.2% over 90 days). His prior open-market sales at CPAY (September 2024) showed positive 30-day returns of +9.4% and +8.4%, indicating his prior exits were followed by further gains rather than declines. With the company trading at a P/E of 25.39 and having posted $1.0B in quarterly revenue with net income of $276.4M, the timing and scale of this divestiture occur within a context of extended stock strength and elevated valuation multiples.

Director Farrelly Joseph W sells 2,975 shares of CPAY at $375.18 for $1.1M; retains 10,530 shares post-transaction.

Director Farrelly sold 2,975 shares (22.0% reduction in his pre-transaction holdings of 13,505 shares) at $375.18, approaching the 52-week high of $374.48. The stock is up 26.3% over the past 90 days and +8.1% over the past 30 days, indicating strong recent momentum at the time of sale. CPAY's fundamentals show solid growth (annual revenue growth of +9.6%, net income of $276.4M on revenue of $1.0B) with a P/E of 25.47, reflecting a premium valuation. His prior sell at CPAY on 2024-08-29 showed a 30-day return of +0.4%, and his cross-ticker sell history (1 prior sale) averaged +0.4% over 30 days, suggesting his prior open-market sales have not preceded price declines. The sale occurs at an elevated price level relative to the year's range, though timing patterns in his historical sells do not indicate consistent prescience in exiting ahead of weakness.

Group President Netto Armando Lins sold 64,111 shares at blended average $307.33 for $19,703,281.80 (69.4% of holdings).

Netto Armando Lins, Group President, executed 2 separate sales totaling 64,111 shares for $19,703,281.80 on consecutive trading days (9/9 and 9/10 2024), reducing his position from 92,328 shares to 28,217 shares. The transactions occurred near the 52-week high ($316.14), with the blended average sale price of $307.33 only 0.18% below current price, suggesting sales executed in strength. Given his senior role overseeing group-level operations at a $21.3B market-cap company generating $251.6M quarterly net income, the divestiture of nearly 70% of his holding represents a substantial reduction in personal stake alignment. The 30-day price appreciation of 10.2% and 90-day gain of 21.7% provide context on the stock's recent momentum, though the sales lack any disclosed 10b5-1 plan information that would clarify whether the timing reflects a pre-planned schedule or discretionary decision.