This is a routine director diversification sale from vested RSUs, not an executive signal. However, the cumulative insider selling ($16.6M over 30 days) warrants monitoring for any upcoming earnings or operational updates that could explain the pattern. The sale may or may not execute; watch for Form 4 filings to confirm actual transactions.
Price Chart
Executive Summary
Director Gary M. Sullivan Jr. filed a Form 144 notice of intent to sell 27,688 shares of Delek US Holdings common stock, with an estimated aggregate market value of approximately $1.91 million based on the filing date. The shares were acquired through restricted stock vesting events from 2018 to 2025 as compensation. This is a routine diversification sale by a director, not an executive officer, and represents a modest portion of the company's $4.4B market cap, though it adds to a pattern of elevated insider selling ($16.6M over 30 days).
Key Facts
- Director Gary M. Sullivan Jr. filed Form 144 to sell 27,688 shares of DK common stock.
- Estimated aggregate market value of the proposed sale is approximately $1,910,832.64.
- All shares were acquired through restricted stock vesting between 2018 and 2025 as compensation.
- The filing date is August 24, 2026, with the sale intended to occur on the NYSE.
- Recent insider activity (30 days) shows 10 sells totaling $16.6M, adding context to this filing.
Financial Impact
Proposed sale of 27,688 shares valued at ~$1.91M, representing ~0.04% of DK's $4.4B market cap.
Risk Factors
- Insider selling pattern may signal management caution ahead of earnings or operational headwinds.
- Form 144 is an intent to sell; the actual sale may not occur, reducing the signal's reliability.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001959173-26-006370 |
| Document: 0001959173-26-006370-index.html | 0001959173-26-006370 |
| Document: 0001959173-26-006370.txt | 0001959173-26-006370 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | Insider Cluster | $79.16 $72.26 | ▼ −8.72% | ▼ −10.54% | $74.19 (−6.28%) |
Sep 10, 2026 22d ago | Insider Cluster | $74.89 $81.55 | ▲ +8.89% | ▲ +9.39% | $74.19 (−0.93%) |
Sep 4, 2026 28d ago | 144 | $71.86 $74.47 | ▲ +3.63% | ▲ +4.84% | $74.19 (+3.24%) |
Sep 1, 2026 4w ago | 144 | $73.34 $75.28 | ▲ +2.65% | ▲ +2.56% | $74.19 (+1.16%) |
Aug 28, 2026 5w ago | 144 | $72.25 $71.86 | ▼ −0.54% | ▼ −0.65% | $74.19 (+2.69%) |
Aug 27, 2026 5w ago | Insider Cluster | $70.26 $72.40 | ▲ +3.05% | ▲ +2.78% | $74.19 (+5.59%) |
Aug 26, 2026 5w ago | Insider Cluster | $70.84 $71.45 | ▲ +0.86% | ▲ +0.98% | $74.19 (+4.73%) |
Aug 26, 2026 5w ago | Insider Cluster | $70.84 $71.45 | ▲ +0.86% | ▲ +0.98% | $74.19 (+4.73%) |
Aug 24, 2026 5w ago | 144 | $68.08 $74.34 | ▲ +9.20% | ▲ +8.73% | $74.19 (+8.97%) |
Aug 21, 2026 6w ago | 144 | $71.47 $72.25 | ▲ +1.09% | ▲ +0.62% | $74.19 (+3.81%) |
US Market Status
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