Insider Trading March 17, 2026

Delek US EVP Sells Nearly $500k in Stock as Company Posts Mixed Q4 Results

General counsel disposes of 11,988 shares; Delek posts strong adjusted EPS but records a revenue shortfall for Q4 2025

By Maya Rios DK
Delek US EVP Sells Nearly $500k in Stock as Company Posts Mixed Q4 Results
DK

Denise Clark McWatters, Executive Vice President, General Counsel and Corporate Secretary of Delek US Holdings (NYSE: DK), sold 11,988 shares on March 13, 2026, generating proceeds of $495,464 at $41.33 per share. Following the sale she holds 74,196 shares. Separately, Delek reported fourth-quarter 2025 adjusted EPS of $2.31, beating expectations of -$0.07, while revenue came in at $2.43 billion versus an expected $2.55 billion, a 4.71% negative surprise.

Key Points

  • An executive-level insider, Denise Clark McWatters, sold 11,988 shares of Delek US on March 13, 2026, for $495,464 at $41.33 per share and now directly owns 74,196 shares.
  • Delek reported adjusted EPS of $2.31 for Q4 2025, beating expectations of -$0.07, while revenue was $2.43 billion versus an expected $2.55 billion, a 4.71% negative surprise.
  • The developments are relevant to investors and analysts covering oil and gas and midstream sectors, where earnings quality and revenue trends influence valuation and cash-flow assessments.

Denise Clark McWatters, who serves as Executive Vice President, General Counsel and Corporate Secretary at Delek US Holdings (NYSE: DK), completed a transaction on March 13, 2026, selling 11,988 shares of common stock for total proceeds of $495,464. The shares were sold at $41.33 apiece. After this disposition, McWatters retains direct ownership of 74,196 shares of Delek US Holdings.

These insider selling details come amid the company’s recently released fourth-quarter 2025 financial results, which presented a mixed picture for investors and analysts focused on the energy and midstream sectors.


Quarterly results at a glance

  • Adjusted earnings per share - $2.31, ahead of the analysts’ expectation of -$0.07.
  • Revenue - $2.43 billion, below the expected $2.55 billion, a 4.71% negative surprise.

The company’s adjusted EPS performance notably exceeded consensus, while revenue lagged forecasts. The divergence between profit metrics and top-line results has been highlighted in investor commentary as a key element of the quarter.

While the earnings outperformance has piqued market attention, the reported revenue shortfall is an explicit point of uncertainty for stakeholders assessing the company’s near-term operational trajectory.


Context and implications

The insider sale by a senior executive is recorded alongside the company’s mixed quarterly report. The transaction and the quarter’s financials are separate factual items reported by the company: one is a change in an executive’s holdings, the other is the set of consolidated results for Q4 2025.

This account limits itself to the disclosed transaction and the reported quarter-over-quarter financial figures. No additional claims about causation or future performance are made beyond what the company publicly reported.


Additional notes

The information presented above is drawn from the disclosed insider transaction and the company’s reported fourth-quarter 2025 results. Where details in the source material are limited, this article reflects those limitations rather than introducing new data or assumptions.

Risks

  • Revenue for Q4 2025 missed expectations, introducing uncertainty about near-term top-line momentum for the company and affecting assessments in the oil and gas and midstream sectors.
  • The insider sale represents a change in a senior executive’s holdings; while factual, it may be interpreted differently by market participants and thus contributes to uncertainty in investor sentiment.
  • Limited information beyond the disclosed transaction and headline financial figures constrains deeper analysis of operational drivers and future performance across Delek’s business segments.

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