GPN GLOBAL PAYMENTS INC Insider Trading

Director Johnson purchases 1,213 GPN shares at $81.90 on 2026-02-20; holdings rise 38.2% to 4,386 shares

Director Joia M Johnson purchased 1,213 shares of Global Payments at $81.90 per share, increasing her position by 38.2% to 4,386 shares. The transaction occurred at a price approximately $1.41 below the stock's current $79.49 level and 25.8% below the 52-week high of $107.06, reflecting a materially depressed price environment relative to recent history. Across her open-market trading history on all tickers, Johnson's prior buy showed a 100.00% 90-day win rate with a +4.3% average 90-day return, though her 30-day average return from prior buys was -10.3%. The fundamental context shows Global Payments posted revenue of $2,007,637,000.00 (latest quarter) with net income of $635,209,000.00, but annual revenue growth contracted 23.8% year-over-year, suggesting operational headwinds that merit investor attention alongside the insider accumulation.

Director Baldwin bought 13,392 shares for $1,086,866.64 at GPN on Dec 10–11; holdings jumped 41.2% to 45,911 shares.

Robert H B Baldwin Jr., a director at Global Payments, executed 2 separate purchases totaling 13,392 shares (13.4K shares) for $1,086,866.64 ($1.1M) on 2025-12-10 and 2025-12-11 at a blended average price of $81.16. This acquisition increased his holdings by 41.2%, from 32,519 shares to 45,911 shares. The timing coincides with GPN trading at $82.05 (current price), 30.2% below its 52-week high of $117.07, and follows a 30-day gain of +6.0% but a 90-day decline of -3.9%. Baldwin's cross-ticker track record shows 2 prior open-market buys with an average 90-day return of -6.5% and a 50% win rate; at GPN specifically, his prior buy on 2024-12-13 posted a 90-day return of -20.5%, though an earlier purchase on 2023-12-08 returned +7.5% over 90 days. The company reports solid fundamentals: $2.0B in latest-quarter revenue, $635.2M net income, +4.7% annual revenue growth, and a P/E of 11.10, supporting a valuation that is not distressed.

CAO Green sells 11,600 GPN shares at $79.99; stock down 33.3% from 52-week high, near 30-year low.

Chief Administrative Officer David Lawrence sold 11,600 shares (14.6% of his pre-transaction holdings) at $79.99, reducing his stake from 79,696 to 68,096 shares. The sale occurred when GPN was trading -33.3% from its 52-week high of $118.25 and down 10.2% over the past 90 days. His two prior sales at GPN (2024-10-31 and 2023-11-02) both saw positive 90-day returns, meaning the stock rose after those sales—neither sale was well-timed at the 90-day mark. The current trading environment shows the stock under pressure: at $78.85 today, it sits near depressed levels relative to recent peaks, though the company maintains solid fundamentals with P/E of 10.67, $2.0B quarterly revenue, and $635.2M net income. The timing and magnitude of this sale merit monitoring given the stock's sharp pullback, but the absence of well-timed prior exits at this ticker limits any strong signal about forward price direction.

Director Watson Patricia A purchased 1,331 shares of GPN at $75.06; doubled holdings to 2,651 shares as stock trades -36.6% from 52-week high

Patricia A Watson, Director of Global Payments Inc, purchased 1,331 shares at $75.06 on 2025-11-07, increasing her post-transaction holdings to 2,651 shares—a 100.8% increase from her pre-transaction 1,320 shares. The purchase occurred while GPN trades at $75.69, down 36.6% from its 52-week high of $119.38 and down 8.6% over the past 30 days. Across Watson's cross-ticker track record, her prior buys averaged a 90-day return of +9.5% with a 100% win rate, though that historical performance is not ticker-specific and GPN's recent price momentum has been consistently downward. The company's fundamentals show $2.0B quarterly revenue, $635.2M net income, and a P/E of 10.24, indicating a relatively low valuation multiple despite the stock's deterioration from its highs.

Director Baldwin buys 5,800 GPN shares at $116.00 (+15.7% position increase), extending buy pattern with 100% 90-day win rate

Director Robert H Baldwin Jr purchased 5,800 shares of Global Payments at $116.00 on 2024-12-13, increasing his holdings from 36,938 to 42,738 shares (+15.7% net change). This open-market buy follows a prior purchase at the same ticker on 2023-12-08 that returned +7.5% over 90 days, and Baldwin's cross-ticker track record shows 1 prior buy with a 100% 90-day win rate averaging +7.5% return. The purchase occurred near the middle of the 52-week range ($92.21–$138.98), with GPN currently trading at $113.96 (-18.0% from its 52-week high). The company reported $2.6B quarterly revenue with +7.6% annual growth and a P/E of 21.26, reflecting continued business expansion. Baldwin's sustained accumulation pattern—buying again after a profitable prior purchase at this ticker—demonstrates confidence in the position, though the stock's recent -1.8% 30-day decline and discount to its 52-week high warrant attention to near-term momentum.

CAO David Lawrence sold 31,291 shares of GPN at $104.55; holdings reduced -32.1% to 66,225 shares, $3.3M proceeds.

Green David Lawrence, Chief Administrative Officer, sold 31,291 shares of Global Payments at $104.55 on 2024-10-31, reducing his holdings by 32.1% from 97,516 to 66,225 shares. His prior sell at this ticker on 2023-11-02 was not well-timed: the stock returned +18.4% over the subsequent 90 days, meaning he sold ahead of gains. The current price of $104.44 sits 24.8% below the 52-week high of $138.98, and the stock has gained 6.9% over the past 30 days and 9.2% over 90 days. With a P/E of 19.49 and solid fundamentals (net income $315.1M on $2.6B quarterly revenue), the company shows healthy fundamentals; the sale appears discretionary rather than distressed.