Robert Madison Murphy

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.

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.

Director Robert Madison sold 13,454 shares of MUSA for $6.9M on 2024-08-08, reducing stake by 3.4%.

Director Robert Madison sold 13,454 shares at $514.38 for a total value of $6,920,468.52, leaving holdings of 382,930 shares post-transaction. This sale occurred near the 52-week high of $517.77, with the stock up 10.4% over 30 days and 17.3% over 90 days. Notably, Madison executed a prior sale of MUSA shares just two days earlier on 2024-08-06, establishing a pattern of sequential transactions within a compressed timeframe. At the same-ticker level, his prior MUSA sale on 2023-11-08 delivered negative 90-day returns of -1.8%, consistent with well-timed exit execution. The company's fundamentals show revenue of $5,451,700,000.00 with annual growth of -8.2%, indicating contracting top-line performance despite current valuation metrics (P/E 19.81) and recent share price momentum.

Director Robert Madison Murphy sold 16,755 shares of MUSA at $514.54 on 2024-08-06, reducing holdings to 396,384 shares.

Director Robert Madison Murphy sold 16,755 shares (16.8K shares) of Murphy USA Inc. at $514.54 on 2024-08-06, a transaction worth $8,621,117.70, reducing his holdings by -4.1% to 396,384 shares. The sale occurred near the 52-week high of $517.77 (-0.1%), with the stock having appreciated 13.7% over 30 days and 18.8% over 90 days prior to the transaction. His prior same-ticker sell activity (2023-11-08) was well-timed at the 90-day mark (-1.8%), demonstrating a pattern of selling into strength, though the cross-ticker track record shows only 50.00% well-timed sell execution overall. The company fundamentals show a contracting business (annual revenue growth -8.2%, P/E 20.06) despite recent stock momentum, which may provide context for an insider sale executed at price levels proximate to recent highs.