Insider transactions
Director Zohar Shlomo of Delek US Holdings, Inc. (NYSE:DK) reported the sale of 29,372 shares of common stock in a Form 4 filing with the Securities and Exchange Commission. The dispositions occurred across two trading days - March 4 and March 5, 2026 - and were carried out pursuant to a previously established 10b5-1 trading plan.
Transaction breakdown
The aggregate proceeds from the sales totaled $1,303,382, with execution prices ranging from $43.00 to $45.50 per share. On March 4, Shlomo sold 7,343 shares at $43.00. On March 5, he completed three separate transactions, each for 7,343 shares, at prices of $44.00, $45.00 and $45.50 respectively, accounting for the remaining 22,029 shares sold over that day.
Post-sale holdings and plan details
Following these transactions, Shlomo is recorded as directly owning 18,989 shares of Delek US Holdings. The trades were executed under a 10b5-1 plan that was adopted on November 13, 2025.
Share-price context
The insider sales take place against a backdrop of significant appreciation in Delek US stock. Over the past 12 months the shares have advanced 209%, and the stock is trading close to its 52-week high of $45.74. An InvestingPro analysis cited in the filing materials indicates that, at current levels, the stock appears overvalued relative to its Fair Value. The analysis also notes that deeper research on DK and more than 1,400 other U.S. stocks is available via InvestingPro’s Pro Research Report.
Recent financial results
Separately, Delek US reported fourth-quarter 2025 results that offered a mixed picture. The company posted an adjusted earnings per share of $2.31, versus a forecast of -$0.07, representing a 3,400% positive surprise relative to consensus expectations. Revenue for the quarter was $2.43 billion, compared with an anticipated $2.55 billion, producing a 4.71% negative surprise. The combination of a strong EPS outperformance and a revenue shortfall highlights a divergence between profitability measures and top-line momentum in the quarter.
What this means for observers
The Form 4 filing confirms the director sale was pre-arranged under a 10b5-1 plan adopted in late 2025 and provides precise transaction details and ownership levels after the trades. Investors and analysts monitoring insider activity, valuation metrics and the company’s recent earnings cadence may weigh these data points as they evaluate DK’s near-term outlook.
Note: All transaction sizes, prices, dates and company results reported here are taken from the cited Form 4 filing and the company’s reported fourth-quarter 2025 results.