Armando Lins Netto

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).

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.

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.