Insider Trading June 4, 2026 06:58 PM

Insider Activity: Control Empresarial de Capitales Liquidates $10.9M PBF Energy Stake

Mexican trust-linked entity reduces holdings as refining giant posts Q1 beat and initiates new debt offerings.

By Jordan Park PBF

Control Empresarial de Capitales S.A. de C.V., an entity linked to the Slim Family trust, executed a significant divestment of PBF Energy Inc. (NYSE:PBF) shares, reporting the sale of 251,000 Class A Common Shares for approximately $10.9 million across June 2 and June 3, 2026. This transaction reduces the entity's direct ownership to 18,217,698 shares, representing roughly 15.4% of the company's outstanding Class A Common Shares. The sale occurs against a backdrop of PBF Energy's recent financial outperformance and strategic capital market activities.

Insider Activity: Control Empresarial de Capitales Liquidates $10.9M PBF Energy Stake
PBF

Key Points

  • Control Empresarial de Capitales S.A. de C.V. sold 251,000 PBF Energy Class A Common Shares for approximately $10.9 million across June 2 and June 3, 2026, reducing its direct stake to 18,217,698 shares.
  • The divestment occurs as PBF Energy shares trade at $42.76, reflecting a 147% return over the past year, with some analysts viewing the stock as undervalued relative to fair value metrics.
  • PBF Energy recently reported a strong Q1 2026 adjusted EPS of $1.65 versus an expected loss, while simultaneously pricing a $500 million senior notes offering at 7.25% and announcing plans for another $500 million debt issuance.

Control Empresarial de Capitales S.A. de C.V. has disclosed a substantial reduction in its equity position within PBF Energy Inc. (NYSE:PBF), filing a Form 4 with the Securities and Exchange Commission that details the liquidation of 251,000 Class A Common Shares. The aggregate proceeds from these divestments amount to approximately $10.9 million. The transactions were executed over a two-day window on June 2 and June 3, 2026, marking a notable shift in the shareholder structure for the energy refiner.

The initial tranche of sales occurred on June 2, where the entity offloaded 31,000 shares. These shares were transacted at a weighted average price of $43.5643 per share, generating approximately $1.35 million in proceeds. The transactions within this batch were executed across a narrow price band ranging from $43.50 to $43.84 per share. The following day, June 3, the entity accelerated its divestment strategy, selling an additional 220,000 shares. This larger block was sold at a weighted average price of $43.5775 per share, yielding approximately $9.59 million. Individual transactions on this day also remained within the $43.50 to $43.71 range, maintaining consistency with the previous day's pricing parameters.

Post-transaction, Control Empresarial de Capitales retains a direct holding of 18,217,698 Class A Common Shares in PBF Energy. Based on data from the issuer’s Form 10-Q filed on April 30, 2026, this remaining stake constitutes approximately 15.4% of the 118,308,459 issued and outstanding Class A Common Shares. The Slim Family, who are the beneficiaries of the Mexican trust that controls Control Empresarial, are also considered to beneficially own these shares indirectly through the trust structure. The Form 4 filing was executed by Marco Antonio Slim Domit acting in his capacity as attorney-in-fact for the trust.

The timing of these sales is particularly notable given PBF Energy's recent market performance. The company's shares have experienced a significant upward trajectory, trading at $42.76 following a remarkable 147% return over the past year. Analysts at InvestingPro have noted that the stock appears undervalued relative to its calculated Fair Value, with additional proprietary metrics available to subscribers suggesting further potential.

Concurrently, PBF Energy has demonstrated robust operational and financial momentum. The company reported adjusted earnings per share of $1.65 for the first quarter of 2026, a figure that substantially exceeded the anticipated loss of $0.35. In parallel with these earnings results, PBF Energy’s indirect subsidiary, PBF Holding Company LLC, priced a $500 million senior notes offering at a 7.25% coupon. This debt issuance, which is expected to close on May 28, 2026, pending customary conditions, will be co-issued by PBF Finance Corporation. Furthermore, the company has announced plans for a subsequent $500 million senior notes offering, subject to prevailing market conditions.

Governance stability was also reinforced during the company's annual stockholders’ meeting, where all nominated directors were re-elected to serve until the 2027 annual meeting. Key figures in the board include Thomas J. Nimbley and Spencer Abraham. This combination of insider divestment, strong quarterly earnings, and strategic debt financing highlights a complex dynamic within PBF Energy's current capital structure.

Risks

  • The substantial insider divestment by a major shareholder linked to the Slim Family trust may signal a desire to realize gains after a 147% annual return, potentially impacting short-term market sentiment and liquidity for the stock.
  • PBF Energy's aggressive debt financing strategy, including two $500 million senior notes offerings, increases the company's leverage profile, which could pose refinancing risks or interest rate exposure in a volatile credit market environment.

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