MAHON TULLIER KELLY

VISA VP Kelly sold 33,741 shares (33.7K) for $11.8M on Feb 7 at $349.77, reducing holdings -48.5%

Kelly executed a substantial open-market sale of 33,741 shares on 2025-02-07 at $349.77, the largest position reduction by this insider on record across all tickers—48.5% of pre-transaction holdings in a single transaction. The trade occurred near the 52-week high ($349.44), with the stock currently priced $348.02. Reviewing cross-ticker history, Kelly's prior sell produced a 90-day return of +15.2%, indicating the stock rose materially after that sale—the opposite of a well-timed exit. At Visa specifically, this is the second measurable sale; the first (2024-08-16) also saw the stock rise +15.2% over 90 days, extending a 0% well-timed rate at this ticker. The substantial size and elimination of nearly half his holdings merit investor monitoring, though the timing—at or near recent peaks—and the prior pattern of sells followed by gains provide context for assessing the signal.

VP Kelly sells 37,806 VISA shares ($10.1M) at $267.64; holdings cut 54.4% to 31,675 shares

MAHON TULLIER KELLY, Vice Chair of Corporate Affairs at VISA, sold 37,806 shares for $10,118,235.27 on 2024-08-16, reducing his holdings by 54.4% from 69,481 to 31,675 shares. The sale occurred at $267.64 per share, modestly below the current price of $268.04 and within the 52-week range of $228.81–$290.37, near the low end of recent price action. VISA's fundamentals remain solid with quarterly revenue of $8,900,000,000 and net income of $4,872,000,000, alongside 11.4% annual revenue growth and a P/E of 6.58. The material reduction in this senior executive's direct stake—cutting exposure by more than half—merits investor attention as a significant structural change in insider position, though the transaction's economic signal is limited without visibility into the filer's motivation, scheduled trading obligations, or forward portfolio intentions.