DK Delek US Holdings, Inc. Insider Trading

Director Yemin Ezra Uzi sells 34,026 shares of Delek US Holdings; appears to be part of a recent liquidation sequence.

Director Yemin Ezra Uzi has executed his eighth consecutive sale of Delek US Holdings stock, continuing a selling pattern that accelerated over the preceding days. This latest transaction reduces his holdings by over seven percent and occurs while the stock trades well below its recent highs, despite having recovered substantially from its lows. Notably, the company is unprofitable and burning cash operationally, even as revenues have grown sharply—a combination that typically raises scrutiny around large insider liquidations. The rapid-fire nature of these sales (with prior transactions just three and five trading days earlier) suggests systematic position reduction rather than opportunistic trading around specific catalysts. For investors holding Delek, the key question is whether this represents mere portfolio rebalancing or reflects director-level concern about near-term company prospects—and the historical context here is limited, as recent prior sales are too fresh to evaluate their outcomes.

Director Yemin Ezra Uzi sells $4.9M in DK stock across multiple tranches while company grapples with losses.

Director Yemin Ezra Uzi executed a large, structured liquidation of nearly $4.9 million in Delek US Holdings stock over two trading days, disposing of approximately 100,000 shares across eight separate tranches. The timing is noteworthy: the stock is trading near its 52-week high after recovering sharply from deeply depressed levels, creating an attractive exit window for an insider. However, this sale occurs against a troubling financial backdrop—the company is unprofitable with large quarterly losses and deteriorating earnings, suggesting the director may be taking advantage of a near-peak valuation to reduce exposure. The structured, multi-tranche nature of the sale (rather than a single block order) is consistent with Rule 10b5-1 plan execution, indicating this was pre-planned rather than reactive, but the scale and timing together signal cautious sentiment rather than confidence in the company's near-term direction.

Director Yemin Ezra Uzi sold 55,356 shares of DK for $2,428,475.70 via 10b5-1 plan on 2026-03-18.

Yemin Ezra Uzi, a Director at Delek US Holdings, executed 4 separate sales totaling 55,356 shares for $2,428,475.70 at a blended average price of $43.87 on 2026-03-18. The transaction was conducted under a pre-arranged 10b5-1 trading plan, meaning the sales were scheduled rather than discretionary. Following the sales, his holdings declined to 569,651 shares, representing an 8.9% reduction from his 625,007 pre-transaction position. As a scheduled 10b5-1 transaction, this sale reflects a predetermined trading schedule rather than a signal of current market timing or sentiment.

EVP Israel Joseph sold 38,000 DK shares at $40.65 (2 prior sales both well-timed); stock now down 5.6% from 52-week high after 30-day gain of +29.3%

Israel Joseph reduced his stake in Delek US Holdings by 40.6%, liquidating 38,000 shares at $40.65 for $1,544,700. His prior trades at DK consist of two separate sells on 2025-11-11 and 2025-11-12, both of which were well-timed at the 90-day mark (returning -16.8% and -16.4% respectively), suggesting a pattern of executing sales ahead of declines. The current transaction occurs with the stock up 29.3% over 30 days and up 16.2% over 90 days from prior lows, placing the sale at $40.65 near the 52-week high of $44.79 but still 5.6% below peak. Against this backdrop, the company reports elevated valuation (P/E of 111.29), annual revenue decline of 9.5%, and was unprofitable on a full-fiscal-year basis despite recent quarterly profitability of $178.0M on $2.9B revenue. The scale of the sale and its timing relative to recent price recovery warrant investor attention given the insider's demonstrated pattern of timing exits at market peaks.

Director Zohar Shlomo sold 29,372 shares of DK for $1,303,382.50 across 4 transactions (blended avg $44.38)

Zohar Shlomo, a director of Delek US Holdings, executed 4 separate sales totaling 29,372 shares for $1,303,382.50 between March 4-5, 2026, reducing his holdings by 60.7% from 48,361 to 18,989 shares. The blended average sale price of $44.38 occurred near the company's 52-week high of $44.79, and the stock has risen 29.3% over the past 30 days and 16.2% over 90 days. Against this backdrop, the company's fundamentals present a mixed picture: while the latest quarter showed revenue of $2,887,000,000.00 and net income of $178,000,000.00, the full fiscal year was unprofitable and annual revenue declined 9.5% year-over-year, resulting in a valuation multiple (P/E 111.29) that reflects stretched expectations relative to trailing profitability. The substantial reduction in his ownership stake warrants examination of whether the director's decision reflects conviction about near-term valuation or simply portfolio rebalancing at an elevated price point.

Director Yemin Ezra Uzi sold 84,650 shares for $3,654,340.50 via pre-arranged 10b5-1 plan at DK

Yemin Ezra Uzi, a Director at Delek US Holdings, executed 2 separate sales totaling 84,650 shares for $3,654,340.50 on 2026-03-04 at $43.17 per share under a 10b5-1 trading plan adopted on 2025-12-03. The sale reduced his holdings by 12.1% from 697,795 shares to 613,145 shares. Because this transaction is part of a pre-arranged scheduled trading plan rather than a discretionary trade, it reflects commitment to a predetermined formula rather than a time-specific market judgment. Post-transaction holdings of 613,145 shares indicate the director maintains a substantial equity stake in the company.

CEO Soreq Avigal sells 50,000 DK shares for $2.1M via scheduled 10b5-1 plan (Dec 2025 adoption)

Soreq Avigal, President & CEO of Delek US Holdings, executed 3 separate sales on 2026-03-03 totaling 50,000 shares for $2,054,157.08 at prices ranging from $39.85 to $41.71, reducing his holdings from 301,678 to 251,678 shares (-16.6%). This transaction was conducted under a pre-arranged 10b5-1 trading plan adopted on 2025-12-03, meaning the sales were scheduled and not discretionary. The routine nature of the disposition under a formal trading arrangement limits inference about current executive conviction or company outlook; such plans are executed mechanically across scheduled dates regardless of intervening market conditions or business developments.

EVP Spiegel sold 27,000 DK shares for $1,116,640 via pre-arranged 10b5-1 plan

Spiegel Reuven, EVP of Special Projects, executed 2 separate sales totaling 27,000 shares for $1,116,640.00 on 2025-11-11 at a blended average price of $41.36. This transaction reduced his post-transaction holdings to 23,020 shares from 50,020 shares, a 54.0% reduction in his position. Critically, this filing reports a pre-arranged 10b5-1 trading plan adopted on 2025-03-06, meaning the sales were scheduled and not discretionary. The scheduled nature of this divestiture limits inference about executive conviction or market views at the time of execution.

EVP Israel Joseph sold 24,408 shares of Delek US (DK) for $1,002,777.18 in 2 transactions at blended avg $41.08, reducing stake 30.4% amid revenue decline of -29.9%

Israel Joseph, EVP at Delek US Holdings, executed 2 separate sales totaling 24,408 shares for $1,002,777.18, reducing his holdings from 80.2K to 55.8K shares (a -30.4% reduction). The sales occurred at a blended average price of $41.08, just below the 52-week high of $41.70. This divestiture is noteworthy against the company's deteriorating fundamentals: annual revenue growth stands at -29.9%, and the company reported negative full-year net income despite posting a quarterly profit of $178.0M. The stock itself has surged 80.9% over the past 90 days and is currently at $39.36, 5.6% below its 52-week peak. While Joseph's cross-ticker track record shows a 100% win rate on his 1 prior buy (avg 90-day return +2.4%), this sale of approximately one-third of his position occurs in an environment of significant revenue contraction and at price levels approaching his holdings' recent highs, suggesting a material reduction in direct equity exposure.

Director Yemin Ezra Uzi sells 55,350 shares ($2.4M) at $43.09 under 10b5-1 plan

Yemin Ezra Uzi, a Director, sold a total of 55,350 shares for $2,385,031.50 through two separate transactions on 2025-11-07, both at $43.09 per share, reducing his post-transaction holdings from 735,006 shares to 679,656 shares. This sale was executed under a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary and does not reflect real-time trading decisions. The 7.5% reduction in holdings represents a material but routine portfolio adjustment for a director-level insider. Absent additional context regarding market conditions or fundamental changes, this scheduled divestiture reflects planned liquidity rather than a time-sensitive market signal.