Murphy Usa Inc SEC Filings

A notice has been filed to sell up to 40,983 shares of common stock through Fidelity Brokerage Services LLC, with an aggregate market value of $15,627,990.49. The shares are expected to be sold on the NYSE on or about 11/20/2025, and the issuer has 18,734,447 shares outstanding; this is a baseline figure, not the amount being sold.

The shares to be sold were acquired through restricted stock vesting and a stock option exercise between 02/05/2020 and 08/21/2025, including grants of 14,523, 5,666, and 10,584 shares as compensation and 10,210 shares purchased for cash upon option exercise. By signing the notice, the seller represents they do not know of any undisclosed material adverse information about the issuer’s operations.

Murphy USA (MUSA): FMR LLC filed a Schedule 13G reporting beneficial ownership of 1,140,239.33 shares of common stock, representing 5.9% of the class as of 09/30/2025. FMR reports sole voting power over 985,291.53 shares and sole dispositive power over 1,140,239.33 shares, with no shared voting or dispositive power.

Abigail P. Johnson is also a reporting person, reflecting 1,140,239.33 shares beneficially owned, with 0.00 shares of sole voting power and 1,140,239.33 shares of sole dispositive power. The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Murphy USA (MUSA) filed its Q3 2025 report, showing steady topline with shifts in mix. Revenue was $5.11 billion, down slightly from $5.24 billion a year ago. Net income was $129.9 million versus $149.2 million, and diluted EPS was $6.76 compared to $7.20. Merchandise sales rose to $1.12 billion, while petroleum product sales eased. RINs revenue increased to $61.7 million, helping other operating revenues.

Year-to-date, operating cash flow was $568.4 million, funding $322.9 million of capital additions and $583.0 million of share repurchases. Long-term debt rose to $2.22 billion after refinancing that added a new $600 million term loan due 2032 and $245.0 million drawn on the revolver; the total leverage ratio was 2.20 to 1.0. Shares outstanding were 18,734,447 as of September 30, 2025. The company operated 1,772 stores, including 1,620 Murphy-branded and 152 QuickChek locations.

Murphy USA Inc. (MUSA) announced leadership and capital return updates. The Board authorized a new share repurchase program of up to $2.0 billion to begin upon completion of the current $1.5 billion authorization and expiring on December 31, 2030. The company also approved a dividend declaration that includes a rate increase, payable on December 1, 2025 to shareholders of record on November 10, 2025.

The Board unanimously appointed Mindy K. West as President and Chief Operating Officer, effective immediately, and as President and Chief Executive Officer effective January 1, 2026. R. Andrew Clyde will retire as CEO and director effective December 31, 2025 and continue as a non-executive employee through February 2026, then as a non-employee advisor to the Board and management until February 2027. With the promotion to President, Ms. West’s salary will be $900,000. The company also issued a news release with financial results for the three and nine months ended September 30, 2025.

Murphy USA Inc. (MUSA) announced a leadership change. Executive Vice President and Chief Financial Officer Galagher Jeff departed effective October 14, 2025. The company stated his departure was not due to any disagreement regarding operations, financial performance, or condition.

Effective October 14, 2025, the Board appointed Donald R. Smith Jr., the company’s Vice President, Chief Accounting Officer and Treasurer, as interim Chief Financial Officer. Mr. Smith, age 53, has served at Murphy USA since the 2013 spin-off from Murphy Oil Corporation and previously spent over 14 years at KPMG, departing as a Senior Manager in Audit and Assurance.

Clyde R Andrew, who is listed as President & CEO and a Director of Murphy USA Inc. (MUSA), reported transactions dated 10/02/2025 on a Form 4. The filing shows non‑derivative activity in Common Stock that includes an inheritance distribution: 155,757.432 shares are reported in association with the transaction and the filer notes that no purchase price was paid for those shares. The report also references 1,532.126 shares tied to a 401(k) plan and separately cites 75,422 shares held by a limited partnership; the 401(k) component includes 2.162 shares acquired through a plan statement dated 10/06/2025. The Form 4 was signed via attorney‑in‑fact on 10/06/2025.

Insider grant and deferral of director compensation — Murphy USA director Jack T. Taylor was granted 83.333 Restricted Stock Units (RSUs) on 09/30/2025 under the 2023 Omnibus Incentive Plan. The RSUs are fully vested and were issued in lieu of the director's quarterly cash retainer; Mr. Taylor elected to defer settlement of these RSUs and associated dividend equivalent units until his termination of board service. The reported grant has a $0 per-unit price and, after the transaction, the filing reports 904.474 shares beneficially owned by the reporting person. The Form 4 was signed on 10/01/2025 by an attorney-in-fact.

Deming Claiborne P, a director of Murphy USA Inc. (MUSA), received 80.128 restricted stock units (RSUs) on 09/30/2025 under the company’s 2023 Omnibus Incentive Plan in lieu of his quarterly cash retainer. The RSUs are fully vested when granted and the reporting person has elected to defer settlement of the RSUs and accrued dividend equivalent units until termination of Board service.

Following the reported grant, the filing shows the reporting person beneficially owns 868.612 shares (directly). The RSUs carry no conversion/exercise price and are reported at a price of $0. The Form 4 was signed on behalf of the reporting person by Gregory L. Smith, attorney-in-fact on 10/01/2025.

Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander filed a Schedule 13G reporting shared beneficial ownership of 926,541 shares of Murphy USA Inc. common stock, representing 4.8% of the class (CUSIP 626755102). The filing notes an event on August 25, 2025 that previously brought holdings above 5%, and states that by the date of this filing the reporting persons had ceased to own more than 5%.

The shares are held by entities subject to voting control and investment discretion of Millennium Management LLC and related managers, with no sole voting or dispositive power reported and shared voting and dispositive power of 926,541 shares. The filing includes a Joint Filing Agreement dated August 28, 2025, and signatures from Gil Raviv and Israel A. Englander.