144 ·Filed May 18, 2026

DK

Delek US Holdings, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago SEC0001959173-26-003672
Form 144 — notice of proposed sale of securities
Actionable Insight • Neutral

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.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
DK ▲ +48.03% at T+60d
NEUTRAL call ✓ call won +48.03% · α vs SPY +43.18% · entry $45.41 → $67.22
Entry anchored
May 18, 10:09 AM ET
via exchange tick
T+1d
+0.29%
call +0.29% · α +0.94%
$45.54
settled 5mo ago
T+5d
-5.86%
call -5.86% · α -7.48%
$42.75
settled 4mo ago
T+20d
-2.99%
call -2.99% · α -4.58%
$44.05
settled 4mo ago
T+60d
+48.03%
call +48.03% · α +43.18%
$67.22
settled 7w ago

Price Chart

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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.

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)

Investment Themes

Traditional Energy

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
33 reports for DK
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+20▲ +25.98%Feb 27, 2026
Filters
Rows
Reports for DK — sortable, filterable
TypeNow
Sep 16, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$79.16 $72.26▼ −8.72%▼ −10.54%$74.19 (−6.28%)
Sep 10, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$74.89 $81.55▲ +8.89%▲ +9.39%$74.19 (−0.93%)
Sep 4, 2026
28d ago
144
NEUTRAL ★ 2/10
$71.86 $74.47▲ +3.63%▲ +4.84%$74.19 (+3.24%)
Sep 1, 2026
4w ago
144
NEUTRAL ★ 3/10
$73.34 $75.28▲ +2.65%▲ +2.56%$74.19 (+1.16%)
Aug 28, 2026
5w ago
144
NEUTRAL ★ 3/10
$72.25 $71.86▼ −0.54%▼ −0.65%$74.19 (+2.69%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$70.26 $72.40▲ +3.05%▲ +2.78%$74.19 (+5.59%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$70.84 $71.45▲ +0.86%▲ +0.98%$74.19 (+4.73%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$70.84 $71.45▲ +0.86%▲ +0.98%$74.19 (+4.73%)
Aug 24, 2026
5w ago
144
NEUTRAL ★ 3/10
$68.08 $74.34▲ +9.20%▲ +8.73%$74.19 (+8.97%)
Aug 21, 2026
6w ago
144
NEUTRAL ★ 2/10
$71.47 $72.25▲ +1.09%▲ +0.62%$74.19 (+3.81%)
Showing 10 of 33

US Market Status

Market Closed — Opens Mon (37h 48m)

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