Bacon Renee M

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.

SVP Bacon Renee M sold 2,000 MUSA shares at $469.58 (2025-03-03); stock down 6.4% in 30 days, -12.9% in 90 days.

Bacon Renee M, SVP of Sales & Operations & CMO, sold 2,000 shares at $469.58 on 2025-03-03, reducing her holdings from 7,927 to 5,927 shares, a -25.2% reduction in her position. The stock has since declined 6.4% over 30 days and -12.9% over 90 days, placing it 15.2% below its 52-week high of $555.48. Her cross-ticker timing track record shows a 50.00% well-timed rate on prior sells, indicating mixed execution. At MUSA specifically, her two prior sales in 2024 and 2023 produced split outcomes: one well-timed at the 90-day horizon (-3.9% return post-sale) and one poorly timed (+6.5% return post-sale). The company faces a -6.0% annual revenue decline and trades at 20.69 P/E, suggesting pressure on top-line growth. This sale, combined with recent stock weakness and the mixed pattern at this ticker, warrants observation of whether revenue challenges continue to weigh on valuation.

Bacon (SVP, Sales & Ops & CMO) sold 3,545 shares of MUSA at $519.90; -37.4% of holdings post-sale.

SVP Renee M Bacon sold 3,545 shares of Murphy USA Inc. at $519.90 on 2024-11-08, reducing her holdings by 37.4% from 9,472 shares to 5,927 shares. Across her cross-ticker track record, her 1 prior sell posted an average 90-day return of +6.5% (meaning the stock rose after the sale—a poorly-timed outcome at the 90-day horizon). Her single prior sale at MUSA in November 2023 also posted a 90-day return of +6.5%, consistent with that pattern. MUSA stock has risen 8.0% in the 30 days and 6.0% in the 90 days since this November 2024 sale, and currently trades at $529.21 (near the 52-week high of $535.85). The company's fundamentals show annual revenue decline of -8.2% and a P/E of 21.01, while the SVP's significant portfolio reduction suggests material reallocation by a senior officer responsible for sales and operations.