The proposed sale by a director is small in absolute terms but adds to a cluster of insider selling over the past month. Monitor for actual Form 4 filings to confirm execution, and watch for any further insider sales ahead of the next earnings report. The pattern of distribution warrants attention but is not yet alarming given the modest size.
Price Chart
Executive Summary
Director Richard J. Marcogliese filed a Form 144 notice of intent to sell 2,000 shares of Delek US Holdings (DK) common stock, with an estimated aggregate market value of approximately $142,100. This represents a relatively small sale relative to the company's $4.3B market cap and the insider's likely holdings, but it comes amid a period of elevated insider selling (10 sales totaling $9.4M in the past 30 days). The filing signals intent to sell, not a completed transaction, but adds to the recent pattern of insider distribution.
Key Facts
- Director Richard J. Marcogliese filed a Form 144 to sell 2,000 shares of DK common stock.
- Estimated aggregate market value of the proposed sale is approximately $142,100.
- The shares were acquired through open market purchases on 12/11/2019 and 12/30/2019.
- The filing date is 2026-08-28, with the proposed sale date noted as 08/21/2026.
- Over the past 30 days, there have been 10 insider sales totaling $9.4M.
- The sale is being executed through UBS Financial Services.
Financial Impact
Proposed sale of 2,000 shares valued at ~$142,100, representing a small fraction of the $4.3B market cap.
Risk Factors
- Insider selling pattern may indicate management's view of near-term valuation or sector headwinds.
- Form 144 is only an intent to sell; the transaction may not be executed.
- Petroleum refining sector faces regulatory and margin uncertainty.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001350103-26-000007 |
| Document: 0001350103-26-000007-index.html | 0001350103-26-000007 |
| Document: 0001350103-26-000007.txt | 0001350103-26-000007 |
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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