CORPAY, INC. (CPAY)

Current Report Filed: 2026-05-12

Key Insights

Corpay is hosting a virtual teach-in on May 13, 2026 focused on its Cross-Border Business, indicating management's intent to educate investors on this business segment and potentially highlight growth opportunities or strategic importance.
The company is providing an investor presentation on its website, suggesting transparency and active investor engagement, though this is routine disclosure practice for earnings calls or strategic presentations.
This is a Regulation FD disclosure with standard disclaimers indicating the presentation is not filed material and contains summary information, limiting legal liability but also suggesting the content may include forward-looking statements or non-GAAP metrics.

Current Report Filed: 2026-05-12

Key Insights

All twelve director nominees were elected with majority support, indicating stable board governance and shareholder confidence in current leadership, though some directors faced notable opposition (Bexiga, Farrelly, Hagerty, Moddelmog, and Stull each received 15-23 million votes against).
Ernst & Young LLP was reappointed as independent auditor with 95% shareholder support (59.1M for vs 3.8M against), demonstrating strong confidence in the company's financial audit and controls.
Advisory vote on executive compensation passed but with weaker support at 56% approval (32.3M for vs 25.7M against), suggesting some shareholder concerns about compensation practices that warrant monitoring in future proxy statements.
A shareholder proposal for independent Board Chair requirement was decisively rejected with 40.6 million votes against versus 17.4 million in favor, indicating shareholders prefer the current combined CEO/Chair structure or trust current governance arrangements.

Current Report Filed: 2026-05-07

Key Insights

Corpay announced Q1 2026 financial results on May 7, 2026, with detailed earnings information provided through a press release and supplemental earnings release document available to investors.
The company provided supplementary financial materials beyond the standard press release, suggesting management is actively communicating additional context or metrics to the investment community.
As a non-emerging growth company, Corpay is subject to full SEC compliance requirements and appears to be maintaining regular quarterly earnings disclosure practices.

Current Report Filed: 2026-04-27

Key Insights

Company is reaffirming Q1 2026 guidance previously disclosed on February 4, 2026, indicating management confidence in meeting earlier projections without revision.
Filing is limited to a Regulation FD disclosure of an investor presentation to institutional credit investors, with no material business developments, acquisitions, or operational changes announced.
Extensive forward-looking statements and risk factor disclosures highlight significant concerns including FTC litigation, macroeconomic sensitivity, credit risks, cybersecurity threats, and integration risks from recent acquisitions (AvidXchange partnership and Alpha acquisition).
The company faces material headwinds from geopolitical risks (Russia-Ukraine, Middle East conflicts), tariff policy changes, and evolving economic conditions that could impact fuel pricing, foreign exchange, and transaction volumes.

Insider Trading Filed: 2026-02-18

Key Insights

The reporting person, Hala G. Moddelmog, is a director of CORPAY, INC. and has disposed of 216 shares of the company's common stock.
The disposal of shares is likely related to the payment of tax liability incident to the vesting of a security issued in accordance with Rule 16b-3.
The transaction appears to be a routine stock disposition by an insider, with no significant change in the reporting person's overall beneficial ownership position.

Insider Trading Filed: 2026-02-18

Key Insights

Armando Lins, the Group President for Brazil & US Veh Pmt at CORPAY, INC. (CPAY), has engaged in several transactions involving the company's common stock on February 14, 2026.
The transactions include both dispositions (through tax withholding) and acquisitions (through vesting of performance-based restricted stock) of CPAY shares.
The overall trend suggests Lins is holding a significant number of CPAY shares, indicating his continued commitment and alignment with the company's long-term performance.

Insider Trading Filed: 2026-02-18

Key Insights

The reporting person, Alan King, is the Group President of International Vehicle Payments at CORPAY, INC. and has been engaging in transactions related to the company's common stock.
King has acquired 2,961 shares of CORPAY common stock through vesting of performance-based restricted stock awards, indicating potential confidence in the company's long-term growth.
King has also disposed of 1,241 shares by withholding shares to cover tax liabilities, a common practice for executives receiving equity-based compensation.

Insider Trading Filed: 2026-02-18

Key Insights

Peter Walker, the Chief Financial Officer of CORPAY, INC. (CPAY), acquired 1,252 shares of the company's common stock through vesting of performance-based restricted stock on February 14, 2026.
Walker also disposed of 318 shares to cover tax liabilities related to the vesting, suggesting he maintains a substantial direct ownership position in the company.
The insider trading activity indicates Walker's confidence in CORPAY's performance and aligns his interests with those of shareholders.

Insider Trading Filed: 2026-02-18

Key Insights

The reporting person, Alissa B. Vickery, is the Chief Accounting Officer of CORPAY, INC. (CPAY), indicating a key management change.
Vickery disposed of 167 shares of CPAY common stock on 2/14/2026, potentially indicating an insider selling activity.
Following the reported transaction, Vickery's direct beneficial ownership of CPAY common stock decreased to 2,013 shares.

Insider Trading Filed: 2026-02-18

Key Insights

Insider Ronald Clarke, CEO and Chairman of the Board, has acquired 6,630 shares of CORPAY, INC. (CPAY) common stock through vesting of performance-based restricted stock.
Clarke has also disposed of 9,088 shares to cover tax liabilities related to the vesting, indicating he is maintaining his overall position in the company.
The insider transaction suggests confidence in the company's performance and long-term outlook, as the vesting of performance-based shares is typically tied to the achievement of pre-defined goals.

Insider Trading Filed: 2026-02-18

Key Insights

Insider Jeffrey Steven Sloan, a director of CORPAY, INC., sold 3,600 shares of common stock at an average price of $343.6154 per share.
The sale represents a small portion (approximately 22%) of Sloan's total beneficial ownership in the company, which remains at 12,474 shares.
Insider selling can sometimes signal a lack of confidence in the company's future performance, but the relatively small size of this transaction suggests it may not be a major concern.

Insider Trading Filed: 2026-02-18

Key Insights

The reporting person, Richard Macchia, is a director of CORPAY, INC. (CPAY) and has disposed of 216 shares of common stock by way of a tax withholding transaction.
The transaction occurred on February 14, 2026, and reduced Macchia's direct beneficial ownership to 12,795 shares of CPAY common stock.
This transaction appears to be a routine tax withholding event related to the vesting of equity compensation, which is a common practice for corporate insiders.

Insider Trading Filed: 2026-02-18

Key Insights

Archie L. Jones Jr., a director of CORPAY, INC. (CPAY), disposed of 216 shares of common stock on 02/14/2026 by payment of tax liability through share withholding.
The transaction was related to the vesting of a security issued in accordance with Rule 16b-3, indicating an incentive-based equity award.
Following the transaction, Jones now holds 3,944 shares of CORPAY, Inc. common stock directly.

Insider Trading Filed: 2026-02-18

Key Insights

The reporting person, Rahul Gupta, is a director of CORPAY, INC. and is filing this Form 4 to report a non-derivative securities transaction.
Gupta disposed of 256 shares of CORPAY, INC. common stock on February 14, 2026, likely to cover tax liability associated with the vesting of a security issued under Rule 16b-3.
Following the reported transaction, Gupta still beneficially owns 2,713 shares of CORPAY, INC. common stock, indicating he continues to have a significant ownership stake in the company.

Insider Trading Filed: 2026-02-18

Key Insights

Annabelle G. Bexiga, a director of CORPAY, INC., disposed of 175 shares of common stock on February 14, 2026 at a price of $337.12 per share.
This transaction was to pay for tax liability associated with the vesting of securities, which is a routine practice for insider transactions.
The reporting person still holds 3,440 shares of CORPAY, INC. common stock directly following this transaction.

Insider Trading Filed: 2026-02-18

Key Insights

Insider Gerald C. Throop made a minor sale of 436 shares of CORPAY, INC. stock, likely for tax purposes related to the vesting of securities.
The sale represents a small portion of Throop's overall ownership, as he still holds 1,549 shares directly.
The transaction appears routine and does not suggest any significant change in Throop's outlook on the company.

Insider Trading Filed: 2026-02-12

Key Insights

Insider Alissa B. Vickery, Chief Accounting Officer, acquired 4,424 common stock shares through option exercise and sold 4,173 shares, suggesting a partial sell-off of her holdings.
The sale transactions were executed at an average price of $358.61 per share, indicating the insider may have captured significant gains on their stock holdings.
The net change in Vickery's beneficial ownership is a decrease of 1,249 shares, reducing her direct ownership to 2,905 shares.

Current Report Filed: 2026-02-04

Key Insights

Corpay, Inc. announced the sale of its mobile parking payments business, PayByPhone, to Lightyear Capital, a strategic move that could allow the company to focus on its core financial technology offerings.
The company reported its financial results for the fourth quarter and full year 2025, which investors will likely scrutinize to understand Corpay's overall performance and future prospects.
Corpay provided supplemental earnings information on its website, which could offer additional insights into the company's financial and operational details for the quarter and year.

Insider Trading Filed: 2026-01-27

Key Insights

The reporting person, Armando Lins Netto, is a Group President at CORPAY, INC. and has disposed of 1,350 shares of common stock through a tax withholding transaction.
The reporting person continues to beneficially own 32,019 shares of common stock in the company following the reported transaction.
This transaction appears to be a routine tax withholding event related to the vesting of equity compensation, which is a common practice for insiders.

Insider Trading Filed: 2026-01-27

Key Insights

Alan King, the Group President for International Vehicle Payments at CORPAY, INC. (CPAY), has disposed of 490 shares of common stock in a transaction related to tax liability payments.
The reported transaction occurred on January 23, 2026, indicating an ongoing pattern of insider selling at the company.
While the amount of shares disposed is relatively small, this transaction could signal potential concerns or reduced confidence in the company's future prospects among its leadership team.

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Important Information