Spiegel Reuven

EVP Spiegel Reuven sold 27,000 DK shares for $1.1M at $41.36 avg; stock -29.9% YoY revenue yet near 52-week highs.

Spiegel Reuven, EVP of Special Projects, executed 2 separate sales totaling 27,000 shares for $1,116,640.00 at a blended average price of $41.36 on 2025-11-11, reducing his holdings by 54.0%. The transaction occurred near the stock's 52-week high of $41.70 and the stock is currently at $39.36. Contextually, Delek US Holdings faces significant headwinds: annual revenue declined 29.9% year-over-year and the company was unprofitable over its most recent full fiscal year, despite the stock's recent 90-day rally of +80.9%. The sale represents a material reduction in an insider's equity stake during a period of deteriorating fundamentals and elevated valuation relative to annual lows, despite near-term momentum.

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.

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.