DK Delek US Holdings, Inc.

NEUTRAL Impact: 2/10 144
Horizon days Filed May 18, 2026 Processed 2d 9h ago SEC 0001959173-26-003672
Form 144 — notice of proposed sale of securities

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Executive Summary

Reuven Spiegel, President of Delek US Holdings, filed a Form 144 indicating intent to sell 10,000 common shares valued at approximately $443,600. The shares were acquired through restricted stock vesting in 2024 and 2025, representing a small fraction of Spiegel's reported beneficial ownership of ~61.3M shares. The sale is routine and proportional to total holdings.

Actionable Insight

The sale is small relative to total holdings — ~0.7% of Spiegel's stake. Given the modest size and routine nature (vesting-related compensation), no significant insider signal is conveyed. Monitor for any additional insider sales in the coming weeks that could indicate broader sentiment.

Key Facts

  • President Reuven Spiegel filed a Form 144 to sell 10,000 shares of DK common stock.
  • Estimated aggregate value of the proposed sale is approximately $443,600.
  • Spiegel's total beneficial ownership is reported as ~61.3 million shares.
  • Shares to be sold were acquired via restricted stock vesting on 12/10/2024 (3,119 shares), 3/10/2025 (5,733 shares), and 6/2025 (1,148 shares).
  • Selling broker for the sale is Fidelity Brokerage Services LLC.
  • Proposed sale date is 05/18/2026, the same day as the filing.

Financial Impact

$443,600 proposed sale, representing ~0.02% of Spiegel's reported holdings of 61.3M shares.

insider holdings

Risk Factors

  • Form 144 is an intent to sell; the sale may not actually occur.
  • If this is followed by additional insider filing clusters, it could signal reduced conviction.

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)0001959173-26-003672
Document: 0001959173-26-003672-index.html0001959173-26-003672
Document: 0001959173-26-003672.txt0001959173-26-003672
12 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
May 18, 2026
2d ago
144
NEUTRAL ★ 2/10
$45.23 awaiting T+20awaiting T+20$44.59 (−1.41%)
May 15, 2026
5d ago
8-K
NEUTRAL ★ 5/10
awaiting T+20
Apr 22, 2026
28d ago
8-K
NEUTRAL ★ 3/10
$39.21 $45.54▲ +16.13%▲ +12.97%$44.59 (+13.71%)
Apr 10, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$40.87 $46.82▲ +14.57%▲ +6.84%$44.59 (+9.12%)
Mar 27, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$45.48 $41.04▼ −9.76%▼ −22.36%$44.59 (−1.96%)
Mar 13, 2026
9w ago
Insider Cluster
BEARISH ★ 6/10
$41.49 $41.09▲ +0.97%▲ +4.56%$44.59 (−7.47%)
Mar 13, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$41.49 $41.09▼ −0.97%▼ −4.56%$44.59 (+7.47%)
Mar 9, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$39.91 $44.65▲ +11.88%▲ +14.68%$44.59 (+11.73%)
Mar 4, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$42.94 $44.39▲ +3.37%▲ +7.78%$44.59 (+3.83%)
Mar 4, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$42.94 $44.39▲ +3.37%▲ +7.78%$44.59 (+3.83%)
Showing 10 of 12

US Market Status

Market Closed — Opens Thu (< 1m)

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