Trade of the House

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BUY CPAY · April McClain Delaney

Corpay, Inc. Common Stock (CPAY)

B

Deliberate position with a committee link

Signal score 62 / 100 — how much this looks like a deliberate, informed position rather than routine portfolio activity.
Inside their committee's jurisdiction
32/32
Isolated decision, not a bulk rebalance
19/22
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
5/10
Member's own account
0/8
Committee chair or ranking member
0/8
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
0/8
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
6/6
Position size
1/3
Leveraged instrument (option)
0/3

A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.

It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.

The filing it came from

filed in 20 days Within the 30-day notification window.

How this position ended

SoldHeldReturn vs S&P
16 Jul 2026 503 d +1.3% -27.2% part of the holding
17 Jul 2026 504 d -0.3% -27.6% part of the holding
28 Jul 2026 515 d +4.7% -22.1% part of the holding
30 Jul 2026 517 d +6.3% -20.7% part of the holding
31 Jul 2026 518 d +4.1% -23.8% part of the holding

Partly sold by the member. What the member did afterwards, for context. The strategy does not act on it: exiting when members disclose selling cost 6.50 points against holding the full twelve months.

This one is in the strategy. It is an in-remit purchase, so it enters the book on the first market open after the filing appeared and is held for 365 days regardless of what the member does next.

This filing disclosed 38 transactions in total, of which 4 share this trade date (28 Feb 2025).

Filed 20 Mar 2025 · source PDF

Same day: LHRVTYTPX

Price

Entry
$350.31
21 Mar 2025
Latest
$401.13
12 Aug 2026
Since entry
+14.5%
price only

52-week range $255.00 – $406.16. The marker is the entry: the first market open after this filing became public.

Corpay, Inc.

Corpay, Inc. operates as a payments company that helps businesses and consumers to manage and pay their expenses. It operates through Corporate Payments, Vehicle Payments, Lodging Payments, and Other segments. The company offers vehicle payment solutions for fuel, tolls and parking, vehicle compliance, auto insurance and road assistance, fleet maintenance, and long-haul transportation services, as well as prepaid foo…

Market cap
$26.5B
1yr target
$451
+11.8% from $403.24
Analysts
14
buy
P/E
24.5
beta 0.87
SectorTechnology
IndustrySoftware - Infrastructure
Analyst range $390 – $480
Employees11,800
InstrumentST
Jurisdiction tags technology

https://www.corpay.com

Inside this member's remit. Their committees cover aerospaceagriculturecommoditiestechnology

Expressing this with options

An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.

Loading chain…

Outcome

HeldThis tradeS&P 500Alpha
1m -11.9% -5.9% -6.0%
3m -9.7% +6.6% -16.3%
6m -13.8% +19.4% -33.2%
12m 1yr -17.9% +17.3% -35.2%
now 16.7 mo +14.5% +39.1% -24.6%
18m
24m
36m
48m
60m 5yr

Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 5 rows are blank because those windows have not closed yet: this trade was entered 21 Mar 2025, so anything longer than that is still running.

Other congressional trades in CPAY

GradeDateMemberSideAmount
C 31 Jul 2026 April McClain Delaney sale partial $1,001 - $15,000
C 30 Jul 2026 April McClain Delaney sale partial $1,001 - $15,000
C 28 Jul 2026 April McClain Delaney sale partial $1,001 - $15,000
C 17 Jul 2026 April McClain Delaney sale partial $1,001 - $15,000
C 16 Jul 2026 April McClain Delaney sale partial $1,001 - $15,000
C 15 Jul 2026 April McClain Delaney sale partial $1,001 - $15,000
C 12 Jun 2026 April McClain Delaney sale partial $1,001 - $15,000
C 13 Mar 2025 April McClain Delaney purchase $1,001 - $15,000
C 22 Feb 2025 April McClain Delaney purchase $1,001 - $15,000
B 06 Feb 2025 April McClain Delaney purchase $1,001 - $15,000