Framework Journal · one stock, one dated entry

Corpay CPAY

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

The label
Markup

read at $347.45

Corpay holds its Markup at $347.45.

PHINPOOPSC
  • PHPhase · the trend structure carries the Markup label
  • INInsiders · no filings inside 60 days, left as found
  • POPositioning · no disclosures inside 60 days, left as found
  • OPOptions · no verdict drawn today, left as found
  • SCScreen · does not pass the values gate

The investor read · the season, not the day

As held on the ledger ·
PhaseMarkup
Quantitative stateThe statistical read favours the sellers, held for 11 days
Price$347.45
Valuation20.60 trailing · 11.40 forward price to earnings
Values screenFAIL · score 10.0
Beta0.82

The trader read · the latest dated commentary

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Entered 2026-07-03 · Markup

The dated journal · newest first, never edited

2026-07-03 Markup $347.45 +0.0% Entry 2

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.

2026-07-02 Markup $347.45 Entry 1

The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

The insider ledger · Form 4 filings, as filed

Most recent filings · CPAY
DateInsiderTitleTypeSharesValue
2026-04-22 VICKERY ALISSA B Officer 1,152 ·
2026-02-24 KING ALAN Officer 1,181 ·
2026-02-24 THROOP GERALD C Director 886 ·
2026-02-24 WALKER PETER JAMES Chief Financial Officer 1,772 ·
2026-02-24 BEXIGA ANNABELLE G Director 886 ·
2026-02-24 SLOAN JEFFREY STEVEN Director 886 ·
2026-02-24 MODDELMOG HALA G Director 886 ·
2026-02-24 GUPTA RAHUL Director 886 ·
2026-02-24 JONES ARCHIE LEE JR Director 886 ·
2026-02-24 MACCHIA RICHARD Director 886 ·

Public filings, recorded as found. The full tape lives at Insider Intelligence.

The political ledger · congressional disclosures

Disclosures naming CPAY
DatePoliticianPartyTypeAmount
2026-04-13 Ro Khanna Democrat Purchase 1K–15K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
PeriodPrice thenPrice returnDivs per share$1,000 becameTotal return
1 month $341.58 +3.6% · $1,036 +3.6%
2 months $302.83 +16.9% · $1,169 +16.9%
3 months $321.56 +10.1% · $1,101 +10.1%
6 months $316.30 +11.9% · $1,119 +11.9%
1 year $350.59 +0.9% · $1,009 +0.9%
2 years $259.19 +36.5% · $1,365 +36.5%
3 years $239.37 +47.8% · $1,478 +47.8%
5 years $271.88 +30.2% · $1,302 +30.2%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever CPAY does next, these words stay.

Corpay · CPAY · Markup · $347.45
Recorded · before the outcome · scored mechanically

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