ARKO Corp. filings document material-event reports, proxy governance and capital-structure disclosures for a Delaware convenience-store operator and fuel wholesaler. Recent 8-K filings furnish quarterly and annual results, Regulation FD materials, merchandise and fuel-margin metrics, and subsidiary disclosures related to ARKO Petroleum Corp.
The filing record also covers the completed ARKO Petroleum Corp. initial public offering, intercompany management services arrangements, ARKO’s common stock and listed warrants, board and finance-leadership changes, and annual proxy matters such as executive compensation and committee governance.
ARKO Corp. director Sherman Edmiston III received an award of 608 restricted stock units on October 1, 2026. The RSUs were immediately vested and provide the right to receive one common share each upon the earlier of his service termination or a change of control. His reported RSU holdings after the award were 121,125, including 141 RSUs credited for dividend equivalent rights.
ARKO Corp. director Yona Fogel received an award of 2,037 restricted stock units (RSUs) on October 1, 2026. The RSUs were immediately vested, and each provides the right to receive one common share upon the earlier of termination of service or a change of control. His reported post-transaction position was 40,397 RSUs, including 145 RSUs credited for dividend equivalent rights associated with the underlying awards.
ARKO Corp. director Andrew R. Heyer acquired 11,557 restricted stock units on October 1, 2026, as an award. The RSUs were immediately vested and provide one common share each upon the earlier of termination of his service for any reason or a change of control. Heyer held 207,149 RSUs following the transaction, including 177 RSUs credited for dividend equivalent rights.
ARKO Corp. director Avram Z. Friedman received a grant of 9,428 restricted stock units (RSUs) on October 1, 2026. The RSUs are immediately vested, and each provides the right to receive one common share upon the earlier of the date his service ends for any reason or a change of control. His reported position following the grant was 157,685 RSUs, including 170 RSUs credited for dividend equivalent rights.
ARKO Corp. reported Q2 2026 results showing higher sales but lower earnings. Total revenues rose to $2,346,543 (in thousands) from $1,998,951 (in thousands), driven by fuel revenue growth, while merchandise revenue declined. Net income fell to $9,432 (in thousands) and net income attributable to common stockholders dropped to $4,682 (in thousands), or $0.04 per diluted share.
For the first half of 2026, revenues reached $4,118,409 (in thousands), but results to common stockholders swung to a loss of $(3,377) (in thousands). Net cash provided by operating activities decreased to $60,880 (in thousands). Total debt, net declined to $674,512 (in thousands) from $912,145 (in thousands), helped by repurchasing $37.9 million of 5.125% Senior Notes and using $206.7 million of APC IPO proceeds to repay the Capital One revolving credit facility.
ARKO completed the initial public offering of subsidiary ARKO Petroleum Corp., raising approximately $206.8 million and creating a $68,700 (in thousands) non-controlling interest. ARKO retains 73.6% of APC’s economic interests and 93.3% of combined voting power. Regular cash dividends continued, including $0.03 per ARKO share and declared APC dividends of up to $0.50 per share quarterly.
ARKO Corp. reported Q2 2026 net income of $9.4 million versus $20.1 million a year earlier, with prior-year results boosted by a $20.8 million non-cash sale-leaseback gain. Net income attributable to common stockholders was $4,682, while total revenues rose to $2,346,543 from $1,998,951.
Adjusted EBITDA was $72.0 million in Q2 (down from $76.9 million) and $122.9 million for the first half, up 14.0% from $107.8 million. The company reaffirmed its 2026 Adjusted EBITDA outlook of $245–$265 million and raised its expected average annual retail fuel margin range to 45.5–47.5 cents per gallon.
Subsidiary ARKO Petroleum Corp. agreed to acquire U.S. Petroleum Partners, a vertically integrated fuel supply and distribution platform, for $205 million in cash plus inventory and $30 million of APC Class A stock in escrow. The deal is expected to add about 280 million gallons of annual fuel volume (approximately 14%), over 400 dealer locations and approximately $30 million of annualized Adjusted EBITDA. ARKO also repurchased about $37.9 million principal of 5.125% senior notes at a discount and declared a $0.03 per-share quarterly dividend.
ARKO Corp. subsidiary ARKO Petroleum Corp. reported strong second-quarter 2026 results, with total revenues of $1,838,588 thousand and net income of $12,236 thousand. Adjusted EBITDA increased to $39,822 thousand, while Discretionary Cash Flow was $27,076 thousand. Net cash provided by operating activities was $10,428 thousand.
The company signed an agreement to acquire the business of U.S. Petroleum Partners, LLC, a vertically integrated fuel supply and distribution platform in the Great Lakes region. The acquisition is expected to add approximately 280 million gallons of annual fuel volume, more than 400 dealer locations, and about $30 million of annual Adjusted EBITDA, for $205 million in cash plus inventory and $30 million in APC Class A stock held in escrow.
Guidance for full-year 2026 is reaffirmed, with Adjusted EBITDA expected at approximately $156 million and Discretionary Cash Flow at approximately $110 million. Net Debt was $324,204 thousand as of June 30, 2026, implying a Net Debt to Adjusted EBITDA ratio of 2.2x. The board declared a quarterly dividend of $0.50 per share, consistent with an expected annual rate of $2.00 per share.
ARKO Petroleum Corp., a majority-owned subsidiary of ARKO Corp., agreed on August 4, 2026 to acquire substantially all assets of U.S. Petroleum Partners’ fuel supply and distribution business in the Great Lakes region. The deal covers two fuel terminals in Novi, Michigan and Toledo, Ohio, rights to supply fuel to more than 400 independent dealer locations, and a fleet transporting over 80% of distributed fuel volumes.
At closing, the buyer will pay $205.0 million in cash plus the value of inventory and issue $30.0 million of Class A common stock as consideration shares, all held in escrow. An EBITDA-based earn-out may release some or all of these shares and can increase or decrease total consideration, including possible recoupment of up to $5.0 million if EBITDA targets of $31.7 million and $2.2 million from specified fuel components are not met. Cash will be funded through existing credit lines, and completion is subject to customary conditions, including Hart-Scott-Rodino clearance and accuracy of representations; there is no financing condition.
Fogel Yona reported acquisition or exercise transactions in this Form 4 filing.
ARKO Corp. director Yona Fogel received a grant of 1,026 restricted stock units as equity compensation. These RSUs are immediately vested and each unit represents the right to receive one share of ARKO common stock on a one-for-one basis.
The RSUs settle in common shares upon the earlier of Fogel’s service with the company ending for any reason or a change of control of ARKO. Following this grant, Fogel directly holds 38,215 shares of common stock tied to these and prior awards.
HEYER ANDREW R reported acquisition or exercise transactions in this Form 4 filing.
ARKO Corp. director Andrew R. Heyer received a grant of 5,821 restricted stock units. These RSUs are immediately vested and each unit represents the right to receive one share of ARKO common stock on a one-for-one basis.
The RSUs will settle in common shares upon the earlier of Mr. Heyer’s separation from service with the company or a change of control of ARKO Corp. Following this award, he holds 195,415 derivative securities tied to ARKO common stock.