DK Delek US Holdings, Inc.

NEUTRAL Impact: 3/10 144
Horizon days Filed Jun 5, 2026 Processed 7d 13h ago SEC 0001628280-26-041188
Form 144 — notice of proposed sale of securities

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Executive Summary

Joseph Israel, a former officer of Delek US Holdings, filed a Form 144 notice of intent to sell 13,777 shares of common stock, acquired through restricted stock unit vesting on March 7, 2026, with a total estimated market value of approximately $681,962 as of the filing date. This represents a relatively modest sale by a former insider, not current management, and the filing is an advance notice of intent rather than a completed transaction.

Actionable Insight

This is a routine, small-scale Form 144 filing by a former officer, not current management. The dollar amount is immaterial relative to market cap. Monitor for any larger insider sales ahead of next earnings, but this filing alone does not warrant a bearish reaction. The historical calibration for this segment (score=3/neutral) shows mixed outcomes, so no strong directional trade signal.

Key Facts

  • Joseph Israel, a former officer, filed Form 144 to sell 13,777 shares of DK common stock
  • Shares were acquired through restricted stock unit vesting on March 7, 2026
  • Estimated market value of the proposed sale based on market price at filing: ~$681,962
  • Selling agent is Merrill Lynch; broker location is Atlanta, GA
  • Filing date is June 5, 2026; sale could occur on or after that date
  • No current management (CEO/CFO) is selling; this is a former insider
  • Recent insider activity (30d): 6 sells totaling $1.5M, suggesting some insider profit-taking or liquidity need

Financial Impact

Proposed sale of 13,777 shares valued at ~$682,000; represents a small fraction of DK's $2.9B market cap (approximately 0.02%)

dilutioninsider holdings

Risk Factors

  • Proceeds from RSU vesting are common — not necessarily signaling distress
  • If other insiders accelerate selling, this could be part of a broader trend (recent 30d: 6 sells for $1.5M)
  • No known material adverse event at the company disclosed in this filing

Market Snapshot

Exchange
NYSE
Sector
Petroleum Refining
Analyst Consensus
55% bullish (22 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001628280-26-041188
Document: 0001628280-26-041188-index.html0001628280-26-041188
Document: 0001628280-26-041188.txt0001628280-26-041188
18 reports for DK
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +25.98%Feb 27, 2026
Filters
Rows
Reports for DK — sortable, filterable
Type Now
Jun 5, 2026
7d ago
144
NEUTRAL ★ 3/10
$48.23 awaiting T+1awaiting T+1$47.22 (−2.09%)
Jun 3, 2026
9d ago
144
NEUTRAL ★ 2/10
$47.18 $47.67▲ +1.04%▲ +0.64%$47.22 (+0.08%)
Jun 1, 2026
11d ago
144
NEUTRAL ★ 2/10
$45.96 $46.40▲ +0.96%▲ +0.81%$47.22 (+2.74%)
May 29, 2026
14d ago
144
NEUTRAL ★ 2/10
$44.51 $45.96▲ +3.26%▲ +2.98%$47.22 (+6.09%)
May 28, 2026
15d ago
144
NEUTRAL ★ 2/10
$44.39 $44.51▲ +0.27%▲ +0.03%$47.22 (+6.38%)
May 21, 2026
23d ago
Insider Cluster
NEUTRAL ★ 3/10
$42.10 $43.68▲ +3.75%▲ +3.31%$47.22 (+12.16%)
May 18, 2026
25d ago
144
NEUTRAL ★ 2/10
$45.41 $45.54▲ +0.29%▲ +0.94%$47.22 (+3.99%)
May 15, 2026
28d ago
8-K
NEUTRAL ★ 5/10
$45.41 $45.54▲ +0.29%▲ +0.94%$47.22 (+3.99%)
Apr 22, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$39.21 $39.82▲ +1.54%▲ +1.94%$47.22 (+20.42%)
Apr 10, 2026
9w ago
8-K
NEUTRAL ★ 5/10
$40.87 $39.35▼ −3.71%▼ −4.92%$47.22 (+15.55%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (52h 17m)

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