DKL Delek Logistics Partners, LP Insider Trading

DKL Chairman Yemin Ezra Uzi buys 3,750 shares at $39.95; stock -16.2% from 52-week high amid -1.5% annual revenue decline

Yemin Ezra Uzi, Chairman of Delek Logistics Partners, LP, purchased 3,750 shares at $39.95 on 2024-12-16, increasing his holdings by 2.4% to 162.2K shares. The transaction occurs with the stock trading 16.2% below its 52-week high and the company reporting annual revenue contraction of -1.5%, despite stable profitability metrics (P/E 15.85, $32.6M net income on $214.1M revenue). His prior buy at this ticker on 2024-11-14 generated a 30-day return of +3.0%, while his broader open-market track record across all tickers shows 3 prior buys with an average 30-day return of -4.2%, indicating inconsistent timing outcomes. The purchase is modest relative to his existing position, and absent disclosed forward-looking commentary, the transaction reflects a Chairman's continued incremental equity accumulation at prevailing market prices during a period of depressed valuation relative to recent trading range.

Soreq Avigal (President) bought 375 DKL shares at $39.68 on 2024-12-16 for $14,880.00 (+0.8% of holdings).

Soreq Avigal, President of Delek Logistics Partners LP, purchased 375 shares at $39.68 on 2024-12-16, representing a modest increase of 0.8% to holdings of 45.5K shares. The transaction occurred at a price 0.8% below the current $39.98, and notably -16.1% from the 52-week high of $47.67, placing the purchase near the lower end of the recent trading range. Across his prior two same-ticker trades at DKL, one earlier buy (2024-10-10) is currently showing -1.7% 30-day performance, while a 2023-08-10 purchase posted +14.5% 90-day gains; the 50% same-ticker timing outcome offers limited directional conviction on this latest purchase. Fundamentals remain stable with $214.1M quarterly revenue, $32.6M net income, and a 15.87 P/E multiple, though full-year revenue declined 1.5% year-over-year.

Yemin Ezra Uzi buys 710 DKL shares at $38.72, adding 1.3% to holdings; stock -25.7% from 52-week high.

Executive Chairman Yemin Ezra Uzi purchased 710 shares of Delek Logistics Partners, LP at $38.72 on 2024-11-14 for $27.5K, increasing his position from 54,141 to 54,851 shares. The purchase occurred as DKL trades at $39.00, down -25.7% from its 52-week high of $52.48, placing the stock near the lower end of its annual range. His cross-ticker track record includes only 1 prior buy, making this a relatively modest single transaction with limited historical context to establish a pattern at this ticker. The company's fundamentals show stable operations (P/E of 15.48, $32.6M net income on $214.1M quarterly revenue) with slight revenue contraction (-1.5% annual growth), consistent with the energy partnerships sector's recent volatility.

SVP Sakazi Odely bought 128 DKL shares at $39.00; same-ticker history shows 4 prior buys all with positive 90d returns; cluster of 3 others also bought in past 14 days.

Sakazi Odely, Senior Vice President at Delek Logistics Partners, purchased 128 shares at $39.00 on 2024-10-10, adding to a 5,066-share position post-transaction. This buy occurs against a backdrop of price weakness: the stock is -25.4% from its 52-week high of $52.48 and down 6.8% over 30 days. However, Odely's same-ticker history at DKL shows a strong pattern of timing: all 4 prior purchases resulted in positive 90-day returns, ranging from 5.3% to 7.1%, indicating consistent early entry points before subsequent rallies. Additionally, 3 other insiders also bought DKL within the past 14 days, forming a cluster buy pattern that suggests coordinated conviction at current price levels. The company's fundamentals remain solid with $264.6M quarterly revenue and $32.6M net income (P/E: 14.13), though annual revenue growth was -1.5% year-over-year.

CFO Spiegel Reuven buys 1,282 shares of DKL at $39.00; stock -25.4% from 52-week high as 3 other insiders also buy.

Reuven Spiegel, EVP/CFO of Delek Logistics Partners, purchased 1,282 shares at $39.00 on 2024-10-10, increasing his holdings by 6.8% to 20,223 shares. This transaction occurs in a cluster context: 3 other insiders have also bought within the past 14 days, suggesting coordinated interest at current levels. The stock is trading -25.4% from its 52-week high of $52.48 and down 6.8% over the past 30 days, positioning this buy in a depressed price environment. Spiegel's prior buy at this ticker on 2024-08-22 showed a 30-day return of +10.8%, but the company's fundamentals show annual revenue declining 1.5% year-over-year, warranting investor focus on whether multiple insiders view the current valuation as a tactical opportunity or a broader confidence signal.

President Soreq Avigal buys 2,563 shares of DKL at $39.00; 4th clustered buy in 14 days as stock down 25.4% from 52-week high.

Soreq Avigal purchased 2,563 shares at $39.00 on 2024-10-10, adding to his 44,195 pre-transaction holdings with a total purchase value of $99,957.00. This buy occurs within a cluster pattern: 3 other insiders also bought within the past 14 days, suggesting coordinated confidence in the company at current valuations. DKL trades at $39.14 today, down 25.4% from its 52-week high of $52.48 and down 6.8% over the past month, positioning this purchase near a recent technical low. Avigal's prior buy at DKL on 2023-08-10 was well-timed, delivering a 90-day return of +14.5%, and his cross-ticker track record shows a 100.00% win rate on buys over the 90-day horizon with an average return of +14.5%. The company's fundamentals remain solid with $264.6M in quarterly revenue and $32.6M in net income, though annual revenue growth is flat at -1.5% year-over-year and valuation is modest at a P/E of 14.13.

EVP Israel Joseph buys 3,076 shares at $39.00; cluster of 4 insider purchases in 14 days

Israel Joseph, EVP of Operations, purchased 3,076 shares at $39.00 on 2024-10-10, increasing his holdings by 28.7% from 10,706 to 13,782 shares for a total value of $119,964.00. This transaction is part of a cluster pattern, with 3 other insiders also buying within the past 14 days, suggesting coordinated or independently motivated accumulation at the current price level. The stock is currently trading at $39.14, near the transaction price, and stands 25.4% below its 52-week high of $52.48, providing context for the purchase decision. DKL trades at a P/E of 14.13 with annual revenue declining 1.5% year-over-year, indicating this purchase occurs in a period of modest operational contraction relative to fundamentals.

CFO Reuven Spiegel buys 3,885 DKL shares at $38.98, raising holdings 23.9% to 20,163 shares

Reuven Spiegel, EVP/CFO of Delek Logistics Partners, purchased 3,885 shares for $151,421.76 on 2024-08-22, expanding his stake by 23.9% from 16,278 to 20,163 shares. The transaction occurred at $38.98 while the stock currently trades at $39.00, near the lower end of its 52-week range of $37.35–$52.48 and down 25.7% from its 52-week high. The company shows solid fundamentals with $264.6M quarterly revenue, $32.6M net income, a modest 14.08 P/E ratio, and $1.8B market cap, though annual revenue growth stands at -1.5%. The purchase represents a meaningful accumulation by the CFO during a period of relative weakness, establishing his largest single holding increase in this transaction.

Delek Logistics Director Brillon purchases 2,000 shares at $39.00 for $78,000, holding now 11.4K shares (+21.2%)

Brillon Sherri Anne, a Director of Delek Logistics Partners, LP, purchased 2,000 shares at $39.00 on 2024-08-19 for $78,000.00, increasing her post-transaction holdings to 11.4K shares from 9.4K shares. The purchase occurred at a price 0.6% above the current market level of $38.75, and within the 52-week range of $37.35–$52.48. The company trades at a P/E of 13.99 with net income of $32.6M and annual revenue growth of -1.5%, indicating modest profitability despite a slight revenue contraction year-over-year. This insider purchase adds to the company's shareholder base at a modest multiple and near recent lows, though the 26.2% discount from the 52-week high and negative 90-day price momentum suggest a lukewarm market backdrop for the buy decision.