Insider Cluster (2 insiders) ·Filed Aug 19, 2026

CPAY

CORPAY, INC.
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago
Insider cluster: 2 insiders, $3.7M total
Actionable Insight • Neutral

This cluster is routine and non-informative. King's sales are mechanically tied to option exercises (cashless exercise pattern), and Farrelly's single sale is small. Monitor for any C-suite selling or a material increase in dollar volume before reading bearish signals. No trade recommendation warranted.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
CPAY ▼ -0.69% at T+20d
NEUTRAL call ✗ call lost -0.69% · α vs SPY +1.26% · entry $407.08 → $404.26
Next anchor: T+60d in 6w
Latest observation: T+28 -8.72% FF3 residual α
Entry anchored
Aug 18, 2026
via day open
T+1d
+1.21%
call +1.21% · α +2.05%
$412.00
settled 6w ago
T+5d
-0.04%
call -0.04% · α +0.35%
$406.93
settled 5w ago
T+20d
-0.69%
call -0.69% · α +1.26%
$404.26
settled 16d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

Two Corpay insiders sold a combined $3.71M in open-market sales over a two-day window. Director Farrelly sold $727K and Group President King sold $2.99M, with King's sales tied to the exercise and immediate sale of vested stock options. The total sales represent ~0.014% of Corpay's $26.8B market cap, a trivial amount that does not signal material bearish conviction. The cluster is driven by routine option exercise-and-sell activity, not a coordinated bearish view.

Key Financial Metrics

Direction
selling
Total Value
$3.7M
Insiders
2

Key Facts

  • Director Farrelly sold 1,751 shares at $415.03 for $727K.
  • Group President King sold 7,122 shares at $419.58 for $2.99M.
  • King's sales were part of same-day option exercises at $261.07, a typical cashless exercise pattern.
  • Total open-market sales of $3.71M represent ~0.014% of Corpay's $26.8B market cap.
  • No C-suite (CEO/CFO) participation in this cluster.

Financial Impact

Total insider sales of $3.71M, or ~0.014% of market cap — immaterial relative to company size.

insider ownership

Risk Factors

  • Insider sales could accelerate if the stock continues to trade near all-time highs.
  • No C-suite buying to offset the selling signal.

Market Snapshot

Exchange
NYSE
Sector
Services-Business Services, NEC
Analyst Consensus
82% bullish (22 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CPAY-1787100864629
14 reports for CPAY
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +16.44%May 22, 2026
Filters
Rows
Reports for CPAY — sortable, filterable
TypeNow
Aug 26, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$406.93 $400.32▲ +1.62%▲ +1.85%$394.64 (+3.02%)
Aug 21, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$417.13 $397.76▼ −4.64%▼ −4.36%$394.64 (−5.39%)
Aug 21, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$417.13 $397.22▼ −4.77%▼ −4.25%$394.64 (−5.39%)
Aug 20, 2026
6w ago
144
NEUTRAL ★ 2/10
$417.13 $397.22▼ −4.77%▼ −4.25%$394.64 (−5.39%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$412.00 $397.76▼ −3.46%▼ −3.46%$394.64 (−4.21%)
Aug 19, 2026
6w ago
144
NEUTRAL ★ 2/10
$412.00 $397.76▼ −3.46%▼ −3.46%$394.64 (−4.21%)
Aug 19, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$407.08 $404.26▼ −0.69%▲ +1.26%$394.64 (−3.06%)
Aug 18, 2026
6w ago
144
NEUTRAL ★ 2/10
$407.08 $404.26▼ −0.69%▲ +1.26%$394.64 (−3.06%)
Jul 30, 2026
9w ago
Institutional Cluster
BULLISH ★ 5/10
$390.12 $403.67▲ +3.47%▼ −0.49%$394.64 (+1.16%)
Jul 24, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$379.71 $413.92▲ +9.01%▲ +5.71%$394.64 (+3.93%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (65h 24m)

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Report published Aug 19, 2026