Arko SEC Filings

BlackRock, Inc. has filed an amended Schedule 13G/A reporting its beneficial ownership of ARKO Corp. Class A stock as of 12/31/2025. BlackRock reports beneficial ownership of 5,309,180 Class A shares, representing 4.8% of the class. It has sole power to vote 5,226,667 shares and sole power to dispose of 5,309,180 shares, with no shared voting or dispositive power. The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of ARKO Corp. Various underlying clients or investors may receive dividends or sale proceeds, but no single person has more than five percent of the total outstanding common shares.

ARKO Corp. reported that director Steven Heyer resigned from its board effective December 12, 2025, citing health reasons and not any disagreement with the company.

The board appointed veteran Israeli executive Yona Fogel, 71, to serve as a director until the 2026 annual meeting of stockholders and until a successor is elected and qualified or an earlier departure. He will also serve on the Nominating and Corporate Governance Committee and the Compensation Committee.

The company highlights Fogel’s decades of leadership in Israel’s banking and energy sectors, including prior roles at Paz Oil Group and Bank Leumi. The board determined that he is independent under U.S. SEC and Nasdaq rules, notes that he has no related-party relationships requiring disclosure, and states he will be compensated under the standard policy for non-employee directors.

ARKO Corp reported an insider equity transaction by one of its directors. On December 11, 2025, the director converted 156,133 restricted stock units into the same number of shares of common stock, par value $0.0001 per share, in a transaction coded “M”, indicating the exercise or conversion of a derivative security.

Following this settlement, the director beneficially owns 156,133 shares of ARKO common stock directly. The RSUs were immediately vested and were structured to deliver one share of common stock for each unit upon the earlier of the end of the director’s service with the company or a change of control, and the director’s service as a director concluded on that date.

ARKO Corp. furnished a Form 8-K announcing financial results for the third quarter ended September 30, 2025. The results were released via a press release attached as Exhibit 99.1.

The company states the information is being furnished and is not deemed “filed” under the Exchange Act. ARKO’s securities trade on Nasdaq: common stock under ARKO and warrants under ARKOW, with each warrant exercisable for one share at an exercise price of $11.50.

ARKO Corp. reported Q3 2025 results. Total revenue was $2.02 billion, down from $2.28 billion a year ago, while net income attributable to ARKO rose to $13.5 million and diluted EPS was $0.10. Operating income was $35.9 million.

For the first nine months, revenue was $5.85 billion with net income of $20.9 million. Cash and cash equivalents were $306.9 million as of September 30, 2025; total debt was $911.6 million. Net cash provided by operating activities was $148.0 million year‑to‑date.

The company paid $0.03 per share in each of the first three quarters and declared another $0.03 dividend payable December 1, 2025. Year‑to‑date, ARKO repurchased approximately 4.5 million shares for $18.5 million, with $7.2 million remaining under its authorization. The OBBB tax law is expected to reduce 2025 cash taxes by approximately $8.0 million. As of September 30, 2025, operations included 1,182 retail stores, fuel supply to 2,053 dealer sites, and 288 cardlock locations. Shares outstanding were 112,377,811 as of September 30, 2025, and 111,430,778 as of November 3, 2025.

ARKO Corp. disclosed an initial ownership filing for insider Jordan Mann (SVP Corporate Strategy, Capital Markets and IR; Interim CFO) effective 10/03/2025. He directly owns 13,715 common shares. Derivative holdings include RSUs of 7,308 (vesting 3/1/2026), 18,376 (from a 2/29/2024 grant vesting in three annual installments beginning 3/1/2025), and 37,445 (granted 3/3/2025, vesting begins 3/3/2026). Performance stock units list maximum share amounts of 27,405 (two tranches expiring 3/1/2026), 34,456 (two tranches expiring 3/1/2027), and 33,039 (expiring 3/1/2028), each tied to stock price goals.

ARKO Corp. appointed Jordan Mann as interim Chief Financial Officer and interim principal financial and accounting officer, effective October 10, 2025, succeeding the previously announced departure of CFO Robert Giammatteo. Mann will hold the interim role until a successor is qualified and appointed, while continuing as Senior Vice President of Corporate Strategy, Capital Markets and Investor Relations, a position he has held since May 2023.

Mann, 45, brings prior investment banking experience from Morgan Stanley and Credit Suisse, and holds a B.S. in Economics from Duke University and a J.D. from Harvard Law School. Under an offer letter dated October 6, 2025, he will receive a base salary of $350,000, annual grants of approximately $250,000 in time-vested restricted stock units vesting in thirds over three years, and approximately $250,000 in target performance-based stock units vesting after three years based on performance criteria. He is also eligible to participate in employee plans available to similarly situated employees. The company states there are no family relationships or related-party transactions requiring disclosure.

ARKO Corp. announced that its Executive Vice President and Chief Financial Officer, Robert (Robb) Giammatteo, has notified the company of his intent to depart to pursue another opportunity. His departure as principal financial and accounting officer will be effective on October 10, 2025. Giammatteo has told the company he is committed to a smooth and effective transition of his responsibilities. The company states that his decision to leave is not related to any disagreement regarding financial or accounting matters, or the company’s operations, policies, or practices.