Control Empresarial DE Capitales DE C.V. SA

10% owner Control Empresarial sold 100,000 shares of PBF at $43.17; stock now $40.35, down -22.7% from 52-week high.

Control Empresarial DE Capitales DE C.V. SA, a 10% shareholder, sold 100,000 shares (100.0K shares) at $43.17 on 2026-06-05 for $4,316,950.00, reducing holdings from 18,217,698 to 18,117,698 shares. The sale is notable given the insider's track record: across all prior open-market sales, the 90-day well-timed rate is 100.00%, and at PBF specifically, all 5 prior sales (conducted in late April and early May 2026) proved well-timed at the 90-day mark, with 90-day returns ranging from -2.2% to -7.3%. The current price of $40.35 is -22.7% from the 52-week high of $52.18, indicating the stock has declined since the June sale. Additionally, PBF's fundamentals show deterioration: annual revenue growth is -11.4%, and the company was unprofitable over its most recent full fiscal year, even though latest-quarter revenue is $7,904,300,000.00. The pattern of this insider's repeated well-timed exits from PBF, combined with the company's negative full-year profitability and declining revenues, suggests a consistent directional thesis rather than a one-time portfolio adjustment.

Control Empresarial sells 251,000 PBF shares for $10.9M at $43.56–$43.58; 5 of 5 prior PBF sales were well-timed, stock down 7.4% in 30d.

Control Empresarial DE Capitales DE C.V. SA (10% owner) executed two separate sales totaling 251,000 shares for $10,937,543.30 on 2026-06-02 and 2026-06-03 at a blended average price of $43.58, reducing holdings by 1.4% to 18,217,698 shares. The insider's prior five sales at PBF all posted negative 90-day returns, with a 100.00% well-timed rate, establishing a consistent pattern of selling ahead of declines. The current price of $42.76 is 18.0% below the 52-week high of $52.18 and down 7.4% over 30 days, suggesting recent weakness following the sale dates. This activity occurs against a backdrop of fundamental pressure: the company reported -11.4% annual revenue growth and was unprofitable over its most recent full fiscal year, indicating operational challenges that may have informed the insider's exit timing.

10% owner Control Empresarial De Capitales sold 339.6K shares of TALO at $16.80 on 2026-05-20 for $5.7M

Control Empresarial De Capitales, holding 40.46M shares post-transaction, sold 339,568 shares at $16.80, reducing its stake by 0.8%. This occurs against a backdrop of significant company headwinds: Talos Energy reported $-256.2M net income in its latest quarter and -9.8% annual revenue growth, with the company unprofitable over its most recent full fiscal year. The 10% owner's prior two sales at this ticker (on 2026-03-27 and 2026-03-26) both achieved well-timed outcomes at the 90-day mark, suggesting a pattern of selling ahead of price weakness. The current stock price of $16.04 sits 5.9% below the 52-week high of $17.05, yet remains 7.6% higher over the past 30 days and 18.7% higher over 90 days—metrics that could reflect recent partial recovery in a volatile period. The insider's cross-ticker track record shows a 100% well-timed sell rate across 20 prior sales, though with a -9.8% average 90-day return, indicating a consistent pattern of exiting before declines.

10% owner Control Empresarial sells 434,000 shares ($7.1M) at $16.38; stock unprofitable with -9.8% annual revenue decline

Control Empresarial De Capitales filed 2 separate sales totaling 434,000 shares for $7,108,736.20, executed on 2026-05-18 and 2026-05-19 at $16.38 per share, reducing holdings by 1.1%. This sale occurs as TALO faces material headwinds: the company reported net income of -$256,165,000.00 on revenue of $472,310,000.00 (latest quarter), with annual revenue declining 9.8% year-over-year and the company unprofitable over its most recent full fiscal year. At the same-ticker level, Control Empresarial's prior 2 sells at TALO (2026-03-26 and 2026-03-27) both showed negative 90-day returns (-10.5% and -0.4%), and across all tickers, the insider's 20 prior sells achieved a 100.00% well-timed rate with average 90-day returns of -9.8%. The current stock price of $16.20 sits -4.7% from the 52-week high and recently gained +17.0% over 30 days, providing context for the timing of this stake reduction by a major shareholder.

Large 10% owner liquidates 420,000 PBF shares across three trades; stock trades below 52-week highs despite recent rally.

Control Empresarial De Capitales S.A. De C.V., a ten-percent institutional holder, sold 420,000 shares of PBF Energy across three transactions in early May at prices ranging from roughly $44.75 to $45.91 per share, totaling nearly $19.1 million in dispositions. This represents the 65th, 66th, and 67th open-market sale by this investor over the past three years—a pattern of consistent portfolio management rather than insider insight, since the filer is an institutional holder without officer or director status. Notably, every one of this investor's five prior sales at PBF saw the stock fall afterward, suggesting a disciplined track record of exiting before further declines. The current sale comes as PBF trades well below its 52-week high, even though the stock has rallied over the past three months; underlying fundamentals show the company is unprofitable with declining revenue, creating a structural headwind. The disposal size and this investor's clean exit timing on prior PBF sales merit monitoring to confirm whether additional institutional liquidation may follow.

10% owner Control Empresarial de Capitales divests ~365K shares of PBF Energy in two trades totaling ~$15.9M.

Control Empresarial de Capitales, a 10% institutional holder of PBF Energy, liquidated roughly 365,000 shares across two consecutive days in late April, generating approximately $15.9 million in proceeds. This represents routine portfolio rebalancing by a fund or investment vehicle rather than insider conviction, since the filer holds no officer or director position and therefore lacks operational knowledge of the company. The stock is trading notably below its recent highs and has pulled back over the past month, which is a natural time for portfolio managers to trim positions for liquidity or rebalancing needs. PBF Energy's fundamentals remain challenged—the company is unprofitable with declining revenue—making this institutional sale appear more consistent with prudent fund management than a vote of confidence in the business.

10% owner Control Empresarial sells 200,000 shares over 3 days at $46.50 avg for $9.3M

Control Empresarial de Capitales S.A. de C.V., a 10% owner of PBF Energy, executed 3 separate sales totaling 200,000 shares (200.0K shares) for $9,300,522.48 over April 6–7, 2026, reducing holdings by -1.0% to 19.25M shares post-transaction. The multi-day, moderate-volume liquidation occurred while PBF faced operational headwinds: annual revenue declined -11.4% and the company reported full-year net losses despite a latest-quarter net income of $170.1M ($7.7B revenue). The current price of $43.03 sits -16.0% below the 52-week high of $51.23, meaning the insider sold near cycle highs (blended average $46.50) and the stock has since declined. This represents a material exit by a major shareholder during a period of revenue contraction and full-year unprofitability, warranting attention to whether broader capital allocation or operational confidence has shifted.

10% owner Control Empresarial de Capitales sells 285,000 shares in 2 transactions for $14,494,015.50 at blended $50.86, now $46.09

Control Empresarial de Capitales executed 2 separate sales totaling 285,000 shares for $14,494,015.50 on March 30–31, 2026, at an average price of $50.86 per share. The sales reduced the 10% owner's stake by 1.4% to 19,453,698 shares. PBF's stock has risen 17.0% over the past 30 days and 70.0% over the past 90 days, but currently trades 10.0% below its 52-week high of $51.23—the insider's blended sale price was near peak levels. Notably, the company's revenue contracted 11.4% year-over-year and posted negative net income for the full fiscal year despite recent quarterly revenue of $7.7B, creating a backdrop of deteriorating fundamentals. The insider's 5 most recent prior trades at PBF (March 25–27) were all sales with outcomes not yet measurable, indicating a sustained pattern of liquidation from this major shareholder.

10% owner Control Empresarial de Capitales sold 1,237,000 shares for $62,140,869.55 across 4 trades, reducing stake to 19,738,698 shares

Control Empresarial de Capitales, a 10% owner of PBF Energy, executed 4 separate sales totaling 1,237,000 shares (1.24M shares) for $62,140,869.55 across two trading days (2026-03-26 and 2026-03-27) at prices ranging from $49.61 to $51.23, with a blended average price of $50.24. This represents a 5.9% reduction in the insider's holdings, leaving 19,738,698 shares post-transaction. The timing aligns with a period of significant stock appreciation: the 30-day change is +41.3% and the 90-day change is +93.1%, positioning the current price of $50.29 at -1.8% from the 52-week high of $51.23. However, the company faces material headwinds: annual revenue declined 11.4% year-over-year to $7,651,100,000, net income stood at $170,100,000 for the latest quarter, and the company was unprofitable over its most recent full fiscal year. The substantial dollar magnitude of the sale ($62.1M) and the reduction of a major institutional stake warrant investor attention given the company's deteriorating profitability backdrop despite recent stock strength.

10% owner Control Empresarial de Capitales sells 2,312,000 shares for $38,539,950.40 across two days as stock rallies 45.7% in 90 days

Control Empresarial de Capitales, a 10% owner, executed two separate sales totaling 2,312,000 shares (2.31M shares) for $38,539,950.40 ($38.5M) at a blended average price of $16.67 on March 26–27, 2026. The transaction reduced holdings by 5.3% from 43,545,604 to 41,233,604 shares. This sale occurs within a steep rally context: TALO has gained 45.7% over 90 days and 33.2% over 30 days, trading near its 52-week high of $16.57. The timing coincides with the stock at peak valuation levels despite underlying fundamentals showing material weakness—the company posted negative annual net income of $-95,905,000.00 and revenue declined 9.8% year-over-year. The seller's cross-ticker track record includes 20 prior sells. The sale represents a discretionary reduction by a major shareholder at a point of elevated price momentum in a fundamentally challenged business.