CEO's first open-market purchase since taking leadership amid recent C-suite departures is a credible bullish signal, but the EVP sale and tiny dollar weight limit conviction. Watch for additional insider filings in the next 30 days to confirm a pattern. The buyback structure suggests a potential orderly reduction of the REH advisor overhang, which is incremental positive for float.
Price Chart
Executive Summary
HF Sinclair's CEO Franklin purchased $1.04M of stock open-market on May 18, while EVP Pompa sold $691K on May 15. This insider cluster follows a $100M share buyback from major shareholder REH Advisors at $68.72 on May 19, creating a capital-return signal context. C-suite open-market buying amid active buyback supports a modestly positive read, though the EVP sale tempers unanimity.
Key Financial Metrics
Key Facts
- CEO Franklin bought 15,000 shares open-market at $69.11 for $1.04M on May 18.
- EVP Pompa sold 10,000 shares open-market at $69.05 for $690.5K on May 15.
- Company repurchased $100M from REH Advisors at $68.72/share in a separate 8-K filed May 19.
- Director Leldon gifted 3,772 shares ($0) and Franklin received a 1,500-share grant ($0) — non-cash, non-signal.
- Total open-market insider activity: net positive $346K on ~$12.9B market cap (0.003% — very small proportionally).
Financial Impact
Cluster open-market activity totals $1.73M in transactions; $1.04M buy / $691K sell. This is 0.013% of market cap — trivial by proportionality. The $100M buyback (0.78% of market cap) is the more material capital-return event.
Risk Factors
- EVP Pompa sold at similar price to CEO's buy — no unanimous insider bullish conviction.
- Recent CEO and CFO departures leave leadership vacancies; the CFO role remains unfilled.
- Proportionality is extremely low: total cluster value is 0.013% of market cap, below any materiality threshold.
- Cross-filing amplifiers historically boost impact but this cluster's dollar amounts are near the noise floor.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-DINO-1779310054829 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 7w ago | 8-K | $97.00 $103.70 | ▲ +6.91% | ▲ +7.01% | $125.29 (+29.16%) |
Aug 11, 2026 9w ago | Insider Buy | $87.93 $107.72 | ▲ +22.51% | ▲ +24.40% | $125.29 (+42.49%) |
Aug 11, 2026 9w ago | Insider Cluster | $87.93 $107.72 | ▲ +22.51% | ▲ +24.40% | $125.29 (+42.49%) |
Jul 28, 2026 11w ago | 8-K | $89.30 $93.24 | ▲ +4.41% | ▲ +1.03% | $125.29 (+40.30%) |
Jul 8, 2026 14w ago | 8-K | $78.62 $82.98 | ▲ +5.55% | ▲ +2.27% | $125.29 (+59.36%) |
Jun 19, 2026 17w ago | Institutional Cluster | $65.84 $88.59 | ▲ +34.55% | ▲ +34.70% | $125.29 (+90.29%) |
Jun 3, 2026 19w ago | Insider Cluster | $72.83 $72.50 | ▼ −0.45% | ▲ +0.92% | $125.29 (+72.03%) |
May 27, 2026 20w ago | 144 | $68.08 $67.78 | ▼ −0.44% | ▲ +1.46% | $125.29 (+84.03%) |
May 27, 2026 20w ago | 144 | $68.08 $67.78 | ▼ −0.44% | ▲ +1.46% | $125.29 (+84.03%) |
May 26, 2026 20w ago | Insider Cluster | $68.08 $67.78 | ▼ −0.44% | ▲ +1.46% | $125.29 (+84.03%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access