MUSA Murphy USA Inc. Insider Trading

Director Diane N Landen sold 3,000 shares of Murphy USA (MUSA) at $547.25 for $1,641,750

Director Diane N Landen sold 3,000 shares at $547.25 on 2026-06-05, reducing her holdings by -5.6% from 53,841 to 50,841 shares. The stock is currently trading at $556.33, which is -8.8% from its 52-week high of $609.82 and has declined -3.7% over the last 30 days despite a +25.0% gain over 90 days. The company reported $4.8B in revenue (latest quarter) with -4.2% annual revenue growth and a P/E of 18.56, suggesting a mature business with modest headwinds. The modest transaction size and remaining substantial holdings indicate a limited portfolio adjustment rather than a material conviction signal.

Director James W Keyes sold 2,339 shares of Murphy USA (MUSA) at $511.00 on 2026-06-01, reducing holdings by -13.2%.

James W Keyes, a Director at Murphy USA, sold 2,339 shares for $1,195,229.00 on 2026-06-01 at $511.00 per share, reducing his holdings from 17,705 shares to 15,366 shares. The current price of $542.16 is -11.1% from the 52-week high of $609.82, and the stock is down 8.5% over 30 days despite being up 29.6% over 90 days. His prior sell at this ticker on 2024-08-27 showed a 30d return of -2.8% and a 90d return of +7.8%, indicating the timing pattern of 0 of 1 prior sells being well-timed at the 90-day mark. With the company reporting a quarterly revenue of $4,819,300,000.00 and annual revenue declining -4.2% year-over-year, the transaction occurs in a context of softening fundamentals and a stock that has retreated notably from its 52-week highs.

Murphy USA director Robert Madison Murphy sells ~41,500 shares for $24.8M, reducing holdings by over 11%.

Robert Madison Murphy, a Murphy USA director, liquidated more than 11% of his shareholding in two trades on the same day, generating nearly $24.8M in proceeds. His track record shows a pattern of more selling than buying—four prior sales versus one prior buy—suggesting a preference for reducing exposure to the company rather than adding to it. While the company remains profitable with solid revenue generation, recent fundamentals show a year-over-year revenue decline, which combined with Murphy's significant portfolio trimming creates a mixed signal: a director willing to cash out a meaningful stake despite the company's continued profitability and operational scale. This is not the conviction signal that insider buying typically represents, but rather a deliberate de-risking move by someone with board-level knowledge of the company.

SVP Innovation Chumley sells 5,038 shares of MUSA at $420.00 for $2.1M, reducing holdings by 45.6%

Robert J. Chumley, SVP Innovation, sold 5,038 shares at $420.00 on 2026-03-05, trimming his holdings from 11,046 to 6,008 shares and reducing his position by 45.6%. The sale occurred near the 52-week high of $520.27 (currently trading at $436.79, -16.0% from peak), and the stock has appreciated significantly in recent months (+15.6% over 30 days, +12.9% over 90 days). Chumley's cross-ticker trading history shows 1 prior sell with a 90-day well-timed rate of 0.00%, and his single prior MUSA transaction (sell on 2024-02-22) generated +2.0% 30-day and +9.0% 90-day returns, indicating the stock rose after his previous exit. The company faces headwinds with annual revenue declining 4.2% year-over-year, though current fundamentals remain solid with $5.1B quarterly revenue and $8.1B market cap at a 18.43 P/E ratio. The substantial reduction in holdings warrants monitoring of broader insider activity and company guidance.

SVP Renee M Bacon sold 2,844 shares of MUSA at $388.61, reducing stake by 48.0%; stock now 25.4% below 52-week high

Renee M Bacon, SVP of Sales & Operations, liquidated 48.0% of her MUSA holdings in a $1.1M open-market sale at $388.61 per share on 2026-02-23. The transaction occurs with the stock trading 25.4% below its 52-week high of $520.27 and down 10.2% over the past 30 days, marking a significant momentum deterioration. Her prior three sales at MUSA show mixed timing results: two of three achieved negative 90-day returns (well-timed for the seller), but the most recent sale on 2025-03-03 saw the stock appreciate 2.3% in the subsequent 30 days. With the company reporting -4.2% annual revenue growth and a P/E of 16.37, the execution of a near-half liquidation amid a steep drawdown from peak prices warrants observation of whether this reflects operational conviction or response to equity compensation scheduling.

MUSA CEO West sells 3,967 shares at $450.00 (−27.4% from 52-week high of $520.27)

West Malynda K, President & CEO of Murphy USA Inc., sold 3,967 shares at $450.00 on 2026-02-04, reducing holdings from 121,355 shares to 117,388 shares. The transaction occurred when the stock was already down 27.4% from its 52-week high of $520.27 and has declined 11.3% over the prior 30 days. Examining West's historical pattern at this ticker, her prior two sales at MUSA (on 2026-01-07 and 2025-08-12) show mixed timing outcomes: the January sale has declined 11.1% in 30 days, while the August sale exhibited a positive 30-day return of 1.9% but fell 7.4% over 90 days. Her cross-ticker track record across all open-market trades shows a 90-day well-timed rate of 100.00%, though this sales pattern is undermined by a negative average 90-day return of -7.4%, suggesting her prior sales—when measurable—coincided with subsequent declines. Against broader context, the company reports $5.1B in annual revenue and $129.9M net income with a -6.0% annual revenue decline, and the stock trades at a 15.03 P/E with market cap of $7.1B. The near-term price action and revenue trajectory merit continued monitoring.

MUSA CEO West sells 4,051 shares at $425.00; retains 117,388 shares post-sale

West Malynda K, President & CEO of Murphy USA Inc., sold 4,051 shares at $425.00 on 2026-01-07, reducing her holdings by 3.3% to 117,388 shares. The CEO maintains a substantial position, indicating continued material ownership stake in the company. Stock is currently down 18.1% from its 52-week high of $520.27 but has gained 8.5% over the past 30 days and 16.0% over 90 days. Historically, her prior sale at MUSA (on 2025-08-12) showed a 90d return of -7.4%, representing well-timed execution; however, this single data point and cross-ticker track record showing a 100.00% well-timed rate at the 90-day mark provides limited predictive power for this current trade's market implications.

CEO Clyde R Andrew sells 40,983 shares at $381.33 for $15,628,047.39 at Murphy USA, reducing stake by -40.9%.

CEO Clyde R Andrew executed 2 separate sales totaling 40,983 shares for $15,628,047.39 at $381.33 on 2025-11-20, reducing his holdings from 100,155 shares to 59,172 shares—a -40.9% reduction in his position. The transaction occurred at $381.33, which is -$0.50 below the current price of $381.83, and sits 31.3% below the 52-week high of $555.48, suggesting the sale occurred during a period of relative weakness for the stock. Reviewing his prior 4 sales at MUSA, the insider achieved 90-day returns ranging from +8.6% to +18.3%, with all 4 prior sales followed by stock appreciation (0 of 4 well-timed at 90 days). This pattern of selling before rallies continues to characterize his trade execution at this ticker, though in the broader cross-ticker context his 90-day well-timed rate is 0.00% across 4 open-market sells.

MUSA COO Malynda K West sold 1,859 shares at $386.22 on 2025-08-12; stock down -28.9% from 52-week high.

West, EVP & Chief Operating Officer, sold 1,859 shares representing a -1.6% reduction of her pre-transaction holdings of 119,247 shares. The transaction occurred at $386.22, while the stock currently trades at $394.76 and has declined -9.0% over 30 days and -12.5% over 90 days from a 52-week high of $555.48. The company generated $5,005,000,000 in revenue and $145,600,000 in net income in the latest quarter, but revenue contracted -6.0% year-over-year. With the stock trading at a P/E of 15.53 and a market cap of $7,615,850,059.80, the sale represents a modest disposition by a senior operational executive amid a period of stock price weakness and declining year-over-year revenue growth.

Director Robert Madison Murphy bought 5,000 shares of MUSA at $367.01 on 2025-08-05 ($1.8M); stock down 33.8% from 52-week high.

Director Robert Madison Murphy purchased 5,000 shares at $367.01, increasing holdings from 384,172 to 389,172 shares. The purchase occurs at a price that is -33.8% below the 52-week high of $555.48 and reflects recent weakness (30-day decline of -13.5%, 90-day decline of -17.2%). In his same-ticker history at MUSA, Murphy's prior three transactions were all sales (2024-08-08, 2024-08-06, 2023-11-08), each of which proved well-timed at the 90-day horizon with negative post-sale returns. This buy represents a reversal of that sell pattern. Fundamentals show revenue of $5,005,000,000.00 with net income of $145,600,000.00, though annual revenue is declining at -6.0% year-over-year and the P/E stands at 14.46. The transaction's significance lies in the directional shift from prior divestments and the timing relative to depressed stock valuation following recent declines.