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EdgarHawk

O Connor Thomas L

Senior Vice President

Officer
2 filings analyzed · 1 company · Latest 2025-11-12

Companies

Company Buys Sells Direction
PBF Energy Inc. PBF 0 9 Net selling

Activity

November 2025
2025-11-12 PBF Energy Inc. PBF
high
Sell
75,997 shares
$3,081,130
Significance 6/10

SVP Thomas L O Connor sells 75,997 shares (27% of holdings) at $40.54 avg, stock now $38.71; track record shows 100% 90-day well-timed rate across cross-ticker sales.

O Connor Thomas L, Senior Vice President at PBF Energy Inc., executed 3 separate sales totaling 75,997 shares for $3,081,130.00 between November 10-11, 2025, reducing his holdings by 27.0% from 281,337 to 205,340 shares. The blended average transaction price of $40.54 compares favorably to the current price of $38.71 (the stock has declined -3.8% from its 52-week high of $40.24). Across his broader open-market history at all tickers, O Connor's 17 prior sells exhibit a 90-day well-timed rate of 100.00%, with a 90-day average return of -20.7%, indicating a consistent pattern of selling ahead of subsequent declines. At PBF specifically, 3 of 3 measurable prior sales (2024-03-19, 2024-03-19, 2024-03-25) were well-timed at the 90-day mark, with outcomes ranging from -20.9% to -23.4%. The company's fundamentals show material headwinds: full-year net income was negative, annual revenue declined -13.6%, and most recent quarterly revenue was $7.7B with net income of $170.1M. This transaction merits investor attention given the insider's demonstrated precision in prior sell timing and the underlying company's deteriorating financial trajectory.

September 2025
2025-09-29 PBF Energy Inc. PBF
high
Sell
60,000 shares
$2,040,000
Significance 6/10

SVP Thomas O'Connor sells 60,000 PBF shares for $2.0M at $34.00; holds 178.0K after 25.2% reduction

Thomas O'Connor, Senior Vice President at PBF Energy, executed two separate sales totaling 60,000 shares for $2,040,000.00 at $34.00 on 2025-09-25 and 2025-09-26, reducing his holdings by 25.2% to 178.0K shares. The sales occurred near the 52-week high of $33.70, and O'Connor's historical pattern at PBF is notably consistent: all 5 of his prior sells at this ticker were followed by 90-day declines, with an average 90-day performance of -20.9%. His cross-ticker track record shows a 100.00% well-timed rate on 15 prior sells with an average 90-day return of -20.7%, indicating a sustained ability to exit positions ahead of downturns. Against this backdrop, PBF's fundamentals remain stressed: the company posted $-5.2M in net income for its latest quarter and has contracted revenues by 13.6% year-over-year, with full-year net income negative. The confluence of a material holding reduction at elevated valuations paired with consistent historical exit timing and deteriorating company profitability merits scrutiny of near-term price dynamics.

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