AlphAIalphai — Financial news for AI agents
SEC EDGARAUG 211 min read$DK

Spiegel Reuven sold $682K of DK

Spiegel Reuven (EVP, Special Projects) sold 10,000 shares of Delek US Holdings, Inc. (DK) at $68.21 ($0.68M total) on 2026-08-18 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Spiegel Reuven
Published Aug 21, 2026, 12:12 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 21, 2026, 12:32 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefInsider activity
Primary signal
$DK
Bearish
medium confidence
Mentioned
$DK
Relevance
4/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$DKBearishLow
01

Why it matters

The disclosed sale provides fresh data on insider sentiment, useful for short‑term traders.

02

Market read

New insider sale information may influence short‑term price action for DK.

03

What to watch

Potential upcoming corporate actions or financing needs not disclosed.

Relevance 4/10Novelty 5/10Timing: post‑filing 2026‑08‑20

Background

Form 4 filing discloses insider transactions required by SEC regulations.

Company-level read

Ticker impact

$DKBearishMedium confidence
Context

EVP sold 10,000 shares for $682,100 via a 10b5‑1 plan, reducing his holding to 36,435 shares.

Expected impact

Potential modest downside of 1‑2% in the next few days.

Evidence & confidence

Sale size is modest relative to market cap, but 10b5‑1 plans often precede price weakness.

Market effects

Sector

Minimal impact on the energy sector; insider activity is company‑specific.

Regional

No broader regional effect.

Global

Limited to investors tracking Delek US Holdings.

Counterpoint

What could challenge this read

The sale could be routine portfolio rebalancing, not a bearish signal.

Key entities

  • Officer
    Spiegel Reuven

    EVP, Special Projects at Delek US Holdings.

  • Company
    Delek US Holdings, Inc.

    Energy infrastructure company listed on NYSE under ticker DK.

Read at source← All news

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

DK insider trading history →

Related articles

AUG 24
$DKMed

Is DK a Buy Now as Cash Flow Improves Despite Refining Cycle Risks?

Delek US Holdings (DK) reported improved cash flow in Q2, with $262.9M from operations. Management expects $220M annual free-cash-flow improvement. DK trades at a forward P/E of 7.1 and P/S of 0.36. Risks include leverage, crack-spread volatility, and regulatory uncertainty. Zacks ranks DK as a Strong Buy with A-rated Value and Growth scores.

tradingview.com3 min
AUG 23
$DKMedAI 8/10

Up another 12% Friday, this AI-picked energy stock is now up +90%

Delek US Holdings (DK) surged 11.6% on Friday, reaching near a 52-week high of $71.47, extending its 90% gain since March. The energy company reported Q2 EPS of $5.48, beating estimates by 148%, with EBITDA up 279% quarter-over-quarter. InvestingPro's AI models identified Delek's potential before its rally, citing strong momentum, earnings turnaround, and cost discipline. The company's performance highlights include record refining margins and operational improvements. InvestingPro members recei

investing.com2 min
AUG 22
$DKHighAI 8/10

DK Surges As Delek US Earnings Smash Wall Street Targets

Delek US Holdings Inc. (DK) stock surged 11.54% after Q2 earnings beat expectations, with revenue of $4.09B and adjusted EPS up to $5.48. Analysts raised price targets, citing strong refining margins and cash flow. The company's leverage remains high, but cash generation supports dividends and debt reduction. DK's stock is technically in an uptrend, with support at $68 and resistance near $76.

stockstotrade.com2 min
AUG 9
$DKMed

Delek US Q2 Earnings Call Highlights

Delek US (NYSE: DK) Q2 earnings call covered refining margins, throughput guidance, and cash flow. Management said refined-product markets may take several quarters to normalize and that a less backwardated forward curve could lift realized crack spreads. Q3 throughput guided to 296,000-316,000 bpd, with Opex $220-$230M and D&A $110-$120M. Delek Logistics Partners reported ~$144M adjusted EBITDA and reaffirmed 2026 guidance of $520-$560M.

yahoo.com4 min
AUG 6
$DKMedAI 8/10

Delek US Holdings (DK) Q2 2026 Earnings Call Transcript

Delek US Holdings (DK) reported Q2 2026 net income of $170 million ($2.71/share) and adjusted net income of $344 million ($5.48/share). Adjusted EBITDA was $639 million, with RVO-adjusted EBITDA of $490 million and RVO-adjusted EPS of $3.64. Logistics segment adjusted EBITDA was a record $144 million. DKL full-year 2026 EBITDA guidance is $520 million to $560 million.

fool.com6 min
AUG 5
$DKMed

Delek Slides on Q2 Results

Delek US Holdings (NYSE: DK) reported Q2 ended June 30, 2026 net income of $169.5M ($2.71/share) and adjusted net income of $343.9M ($5.48/share). Adjusted EBITDA was $638.7M; excluding RVO impacts, adjusted EPS was $3.64 and adjusted EBITDA $490.1M. Delek Logistics posted adjusted EBITDA of $143.5M and is targeting $520-560M. Delek bought $20M of DK shares and paid $15.6M in dividends, declaring a $0.255 quarterly dividend.

baystreet.ca3 min