Insider Cluster (1 insider) ·Filed Mar 4, 2026

DK

Delek US Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonimmediate Processed6mo ago
Insider cluster: 5 insiders, $3.7M total
Actionable Insight • Neutral

No meaningful insider selling signal here — this is routine equity compensation tax settlement. Monitor for actual open-market transactions before drawing conclusions about sentiment.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
DK ▲ +3.37% at T+60d
NEUTRAL call ✓ call won +3.37% · α vs SPY -6.72% · entry $42.94 → $44.39
Entry anchored
Mar 3, 03:59 PM ET
via exchange tick
T+1d
+4.30%
call +4.30% · α +4.87%
$44.79
settled 7mo ago
T+5d
-2.48%
call -2.48% · α -1.14%
$41.88
settled 7mo ago
T+20d
+3.37%
call +3.37% · α +7.78%
$44.39
settled 6mo ago
T+60d
+3.37%
call +3.37% · α -6.72%
$44.39
settled 4mo ago

Price Chart

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Executive Summary

Delek US Holdings CFO Mark Hobbs had shares withheld for tax obligations following a stock award, resulting in $260K in share sales over two days. These are non-cash, administrative transactions related to equity compensation, not discretionary selling.

Key Financial Metrics

Direction
selling
Total Value
$259.0K
Insiders
1

Key Facts

  • CFO Mark Hobbs was granted 13,513 shares with no cash value (non-cash award).
  • To cover tax obligations, 6,388 shares were surrendered (sold) for $259,005.50 at market prices.
  • All transactions occurred within a 2-day window and are standard post-award tax settlements.
  • No open-market sales or discretionary trades were made.

Financial Impact

$259,005.50 in share surrender for tax withholding, $0 in actual economic value transferred to insider

shares outstandinginsider ownership

Risk Factors

  • Misinterpretation of tax-related share surrender as insider selling
  • Potential perception of increased insider selling if future awards trigger similar tax events

Market Snapshot

Exchange
NYSE

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (4 trades, 7d window)cluster-DK-1773276489631
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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Report published Mar 12, 2026