Davis Paul T

SVP Davis Paul T sold 50,000 PBF shares at $51.48 on 2026-03-27; stock up 41.3% in 30d, 93.1% in 90d; pre-trade at near 52-week high.

Davis Paul T, Senior Vice President, sold 50,000 shares (50.0K shares) at $51.48 on 2026-03-27, representing a 21.4% reduction in holdings to 183,426 shares. The sale occurred near the 52-week high of $51.23 (within 1.8% at transaction price), following a dramatic 41.3% gain in the prior 30 days and 93.1% gain over 90 days. His cross-ticker track record shows a 100.00% well-timed sell rate across 3 prior sales with an average 90-day return of -14.5%, though at PBF specifically his prior 2 completed sells at this ticker showed mixed timing (well-timed at 90d in both cases, but one yielded -6.6% and the other -22.4%). The company's fundamentals remain pressured: annual revenue declined 11.4%, and full-year net income was negative despite latest quarterly net income of $170.1M. The sale's proximity to the 52-week peak, combined with the stock's extraordinary recent momentum, suggests distribution near technical resistance; investors should monitor whether this signals an insider view that momentum has become unsustainable.

SVP Paul T Davis sold 50,000 PBF shares at $44.80; stock now $43.25, down -11.4% YoY revenue; prior PBF sales perfectly timed to declines

Davis Paul T sold 50,000 shares (50.0K shares) at $44.80 on 2026-03-04, reducing his stake by 21.4% to 183,426 shares. The $2,239,750.00 sale occurred near the 52-week high of $45.66, with the stock currently trading at $43.25. Notably, Davis has a consistent pattern of well-timed sales at PBF: his prior two sales on 2025-11-10 and 2024-03-25 both resulted in negative 90-day returns of -16.4% and -22.4% respectively, meaning the stock declined after both dispositions. His cross-ticker track record shows a 100.00% well-timed rate on 2 prior sells with an average 90-day return of -14.5%. Against this backdrop, PBF's fundamentals show deterioration: annual revenue contracted -11.4% year-over-year, and the company reported a net loss over its most recent full fiscal year, though the latest quarter showed net income of $170,100,000.00. The timing and scale of this sale, combined with Davis's established pattern of selling ahead of stock declines and the company's weakening financial trajectory, suggests material negative signals.

SVP Davis sold 50,000 PBF shares at $38.00 for $1.9M; stock up 33% in 30 days, down 13.6% revenue YoY

SVP Davis Paul T sold 50,000 shares (50.0K shares) at $38.00 on 2025-11-10, reducing holdings by 20.6% to 192,391 shares (192.4K shares). The sale occurred as PBF's stock has climbed 33.0% over the prior 30 days and 70.4% over 90 days, approaching its 52-week high of $40.24. Importantly, his prior sell at this ticker (2024-03-25) exhibited a negative 90-day return of -22.4%, meaning that trade was well-timed as the stock subsequently declined. Against this backdrop, PBF faces structural headwinds: annual revenue contracted 13.6% year-over-year to $7.7B, and the company posted negative full-year net income despite current-quarter profitability of $170.1M. This sale during a strong recent rally, combined with the insider's demonstrated timing acuity on prior PBF dispositions and the company's deteriorating revenue trajectory, warrants attention to whether equity values have outpaced fundamental recovery prospects.