Transaction overview
On March 18, 2026, Yemin Ezra Uzi, a director at Delek US Holdings, Inc. (NYSE:DK), completed four sales of common stock totaling 55,156 shares. The trades were carried out under a pre-arranged 10b5-1 selling plan and generated proceeds of approximately $2.43 million. Reported transaction prices ranged from $43.73 to $44.20.
Breakdown of the four trades
The disclosed activity is itemized as follows:
- One sale of 3,537 shares at a weighted average price of $44.20. The filing lists individual prices for this tranche as ranging from $43.07 to $44.06.
- A second sale of 8,325 shares at an average price of $43.73. The filing indicates the prices for this transaction varied between $44.07 and $44.48.
- Through Yemin Investments, LP, 12,969 shares were sold at an average price of $44.20, with reported price points between $43.07 and $44.06.
- Also via Yemin Investments, LP, 30,525 shares were sold at an average price of $43.73, with the filing showing prices in the range of $44.07 to $44.48.
Post-transaction holdings
Following these dispositions, Mr. Yemin is reported to directly own 228,419 shares and to indirectly own 569,651 shares through Yemin Investments, LP.
Market context
The insider sales occurred while Delek US shares are trading close to a reported 52-week high of $46.80, after the stock posted a 172% increase over the past year. Separately, InvestingPro analysis cited in the filings indicates the stock appears overvalued relative to its Fair Value, and notes there are 14 additional InvestingPro Tips available about DK’s financial health and market positioning.
Recent financial results
Delek US’s fourth-quarter 2025 results, also disclosed in filings, showed adjusted earnings per share of $2.31 versus an expected -$0.07, a difference described as a 3,400% positive surprise. Revenue for the quarter was $2.43 billion, short of the anticipated $2.55 billion, representing a 4.71% negative surprise.
Takeaway
The reported insider selling is a material transaction in dollar terms and took place against a backdrop of strong share-price performance over the prior year and mixed quarterly financials: a sizable beat on adjusted EPS alongside revenue that missed consensus. The filings present the raw transaction data, the post-sale ownership figures and the contemporaneous financial metrics without additional commentary on intent or future direction.