Murphy USA Inc. (MUSA) SEC Filings

Murphy USA Inc. (MUSA) filed an initial statement of beneficial ownership reporting holdings for executive officer Anish K. Shah, who serves as VP & Controller. The filing lists a holding entry for Common Stock and reports that he directly owns 0 shares of Murphy USA common stock following the reported position.

Murphy USA Inc. (MUSA) is the issuer for a planned sale of its common stock reported under Rule 144 for the account of officer Eric J. Bartko. The notice covers a proposed sale of 100 shares of Murphy USA common stock through Fidelity Brokerage Services LLC, with an aggregate market value of $52,359.50, to be sold on September 3, 2026 on the NYSE. The filing notes that these shares arise from restricted stock vesting events of 78 shares on February 8, 2026 and 22 shares on February 11, 2026, both received from the issuer as compensation.

Murphy USA Inc. (MUSA) reported that its Board of Directors appointed Anish K. Shah as Vice President & Controller, effective September 1, 2026, and he will also serve as the company’s principal accounting officer. On that date, Senior Vice President, Chief Financial Officer and Treasurer Donald R. Smith, Jr. will cease serving as principal accounting officer but will continue in his existing senior finance roles.

Shah, age 53, brings more than 30 years of accounting, finance, audit and advisory experience, most recently as an Assurance Partner at PricewaterhouseCoopers LLP working with energy, utilities and renewables clients. His compensation package includes an annual base salary of $360,000, a target annual cash bonus opportunity equal to 50% of base salary, and a target long-term equity incentive award opportunity equal to 80% of base salary. He will also receive a one-time cash sign-on bonus of $25,000 and may receive relocation benefits under company policy. The company states there are no family relationships or related-party transactions involving Shah that require disclosure.

Murphy USA Inc. (MUSA) director Rosemary Turner reported a sale of common stock. On 2026-08-20 she sold 966 shares of Murphy USA common stock in a sale in open market or private transaction at $571.88 per share. After this transaction, she directly holds 449 shares of Murphy USA common stock.

Murphy USA Inc. (MUSA) is the issuer of common stock for which Rosemary Turner, a member of the board of directors, has filed a notice to sell shares under Rule 144. The notice covers a proposed sale of 966 shares of Murphy USA common stock, with an aggregate market value of $552,436.08, through Merrill Lynch on the NYSE. The filing also notes that the seller’s shares include stock expected to be acquired through vesting of restricted stock unit awards in 2026 under Murphy USA’s equity compensation plan.

Murphy USA Inc. (MUSA) director Rosemary Turner reported the vesting and settlement of Restricted Stock Units (RSUs) into common stock. On 2026-08-17, RSUs representing 617.442 and 449.368 units, including accrued dividend equivalents, were exercised and settled on a one-for-one basis into 617 and 449 shares of Murphy USA common stock, with fractional dividend equivalents settled in cash. The RSUs originated from awards under the company’s 2013 Stock Plan for Non-employee Directors and 2023 Omnibus Incentive Plan.

Murphy USA Inc. director James W. Keyes reported a Form 4 transaction involving a bona fide gift of 2,000 shares of Murphy USA common stock on 2026-08-11. Following this gift transfer, Keyes’ directly held position is reported as 13,366 common shares.

Murphy USA Inc. declared a higher quarterly cash dividend of $0.65 per share, equal to $2.60 per share on an annualized basis. The company states this represents an increase of 23% from the Q3 2025 dividend and is 1.6% above the Q2 2026 dividend.

The dividend is payable on September 3, 2026 to stockholders of record as of August 24, 2026. Murphy USA describes itself as a leading gasoline and convenience retailer with more than 1,800 stores across 27 states, serving an estimated two million customers each day and employing approximately 16,900 people.

Murphy USA Inc. reported higher results for the quarter and six months ended June 30, 2026, driven mainly by fuel and merchandise performance. Second-quarter operating revenues were $6,806.1 million versus $5,005.0 million a year earlier, with net income of $209.1 million versus $145.6 million and diluted EPS of $11.27 versus $7.36. Total fuel contribution reached 40.6 cents per gallon, compared with 32.0 cpg, supported by higher ethanol RIN prices averaging $2.06 per RIN.

For the first half of 2026, operating revenues were $11,625.4 million versus $9,530.4 million, and net income was $345.4 million versus $198.8 million, with diluted EPS of $18.54 versus $9.95. These gains came alongside higher fuel and merchandise cost of goods sold, increased payment fees and labor, higher SG&A, depreciation and amortization, interest expense and an effective tax rate of 23.9% versus 21.9%.

Operating cash flow for the first half was $555.0 million, funding $219.2 million of property additions and repurchase of 312,087 shares at an average price of $473.40. At June 30, 2026, cash was $175.4 million, total assets $5,085.0 million, and total debt $2,186.1 million, with a reported total leverage ratio of 1.76 to 1.0 and an undrawn $750.0 million revolving credit facility.