Monitor shareholder vote results on the revised incentive plan at the April 20, 2026 annual meeting. The reduction in shares suggests management is responsive to shareholder concerns, which could influence future governance decisions.
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Executive Summary
Delek US Holdings, Inc. (DK) filed a supplemental proxy statement revising its proposed 2026 Long-Term Incentive Plan after Institutional Shareholder Services (ISS) recommended voting against the original proposal. The company reduced the number of additional shares authorized for issuance from 1,400,000 to 1,300,000 in response to ISS's concerns.
Key Facts
- Delek US Holdings is revising its 2026 Long-Term Incentive Plan proposal after ISS recommended voting against it
- The revision reduces the number of additional shares authorized for issuance from 1,400,000 to 1,300,000
- This is a supplemental filing to the proxy statement for the annual meeting on April 20, 2026
- The change was made in response to proxy advisor ISS's recommendation
- No other changes were made to the proxy statement
Financial Impact
Reduces potential dilution by 100,000 shares from the original proposal
Risk Factors
- Continued shareholder opposition to executive compensation plans
- Potential for further revisions or rejection of the incentive plan at the annual meeting
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001140361-26-011770 |
| Document: 0001140361-26-011770-index-headers.html | 0001140361-26-011770 |
| Document: 0001140361-26-011770-index.html | 0001140361-26-011770 |
| Document: 0001140361-26-011770.txt | 0001140361-26-011770 |
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%) |
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