HF Sinclair Corporation outlined its expected cash spending for fiscal year 2026, providing guidance for capital expenditures and refinery turnarounds. The company plans total capital spending of $775 million, including $650 million of sustaining capital and turnaround and catalyst costs and $125 million of growth capital investments. Within sustaining capital, HF Sinclair expects to spend $225 million on Refining, $6 million on Renewables, $25 million on Lubricants & Specialties, $30 million on Marketing, $30 million on Midstream and $9 million at Corporate, plus $325 million on turnarounds and catalysts. These figures reflect the company’s current plans and are described as forward-looking statements subject to a wide range of operating, market, regulatory and geopolitical risks.
HF Sinclair Corporation filed a current report to share that it has prepared an investor presentation for meetings with current and potential investors. The presentation, furnished as Exhibit 99.1, is provided under Regulation FD, which is meant to ensure all investors have equal access to important company information. The company notes that this material is being "furnished" rather than "filed," meaning it is not subject to certain legal liabilities and is not automatically incorporated into other securities filings unless specifically referenced.
HF Sinclair Corp executive Atanas H. Atanasov, EVP and CFO, reported changes in his DINO shareholdings from transactions on 12/01/2025. He was issued 7,983 shares of common stock at a price of $0, settling performance share units under the company’s Amended and Restated 2020 Long Term Incentive Plan.
On the same date, he surrendered 3,142 shares at $53.02 per share to cover tax liabilities tied to that issuance, and 8,916 shares at $53.02 per share to cover taxes related to previously reported restricted stock unit vesting. After these transactions, he directly owned 98,936 shares of HF Sinclair common stock.
HF Sinclair Corp EVP of Operations Valerie Pompa reported equity-related transactions in company stock. On 12/01/2025, she was issued 3,193 shares of common stock at a price of $0, settling performance share units granted under the company’s Amended and Restated 2020 Long Term Incentive Plan. On the same date, she surrendered 1,257 shares and separately 5,880 shares of common stock at a price of $53.02 per share to cover tax liabilities related to the share issuance and the vesting of restricted stock units. After these transactions, she directly beneficially owned 53,098 shares of HF Sinclair common stock.
HF Sinclair Corp (DINO) reported an insider equity transaction by an executive officer. On 12/01/2025, the EVP, Commercial had 3,779 shares of HF Sinclair common stock deemed surrendered at $53.02 per share to cover tax obligations related to previously reported restricted stock unit vesting. After this tax-related share surrender, the executive beneficially owned 43,187 shares of HF Sinclair common stock directly.
HF Sinclair Corp executive Eric L. Nitcher reported a tax-related share surrender on company stock. On 12/01/2025, 4,885 shares of HF Sinclair common stock were withheld at a price of $53.02 per share to cover taxes tied to previously reported restricted stock units that vested. After this automatic transaction, Nitcher directly beneficially owns 44,592 HF Sinclair shares.
HF Sinclair Corp executive Vivek Garg reported an automatic share disposition related to equity compensation. On 12/01/2025, 691 shares of HF Sinclair common stock were surrendered at a price of $53.02 per share to cover tax withholding triggered by the vesting of previously granted restricted stock units. After this tax-related transaction, Garg beneficially owned 5,222 HF Sinclair shares directly. Garg serves as VP, CAO and Controller of HF Sinclair Corp.
HF Sinclair Corp CEO and President Timothy Go, who also serves as a director, reported several equity transactions dated 12/01/2025. He acquired 37,783 shares of common stock at $0, issued to settle performance share units under the company’s Amended and Restated 2020 Long Term Incentive Plan. He then surrendered 14,868 shares and separately 26,277 shares at $53.02 per share to cover tax liabilities tied to the new share issuance and vesting of previously reported restricted stock units.
After these transactions, Go directly beneficially owned 149,158 shares of HF Sinclair common stock and indirectly beneficially owned 242,833 shares through a family trust, where he and his spouse are trustees and beneficiaries. The trust balance reflects a transfer of 63,410 shares during the reporting period.
REH Advisors Inc. filed Amendment No. 26 to its Schedule 13D on HF Sinclair Corporation, reporting beneficial ownership of 12,711,842 shares of common stock, representing 7.0% of the outstanding class. REH Advisors shares voting and disposition power over all of these shares through its board of directors.
On November 18, 2025, HF Sinclair entered into a stock purchase agreement with REH Advisors to repurchase 437,238 shares at $54.89 per share, for an aggregate price of $23,999,994, in a privately negotiated transaction expected to close on or about November 21, 2025. This follows a previously disclosed transaction on November 3, 2025 in which HF Sinclair repurchased 960,061 shares from REH Advisors at $52.08 per share, for an aggregate price of $49,999,977.
REH Advisors states it has sold HF Sinclair shares from time to time in the open market and to the company and expects to continue such sales, with a preference for sales to HF Sinclair. It may also acquire or dispose of shares based on ongoing investment evaluation, but currently intends to maintain enough ownership to retain the contractual right to appoint at least one director to HF Sinclair’s board.
HF Sinclair Corp (DINO) insider REH Advisors Inc., which is deemed a director by deputization through its representative Ross B. Matthews, reported a private sale of common stock back to the company. On 11/18/2025, the reporting person disposed of 437,238 shares of HF Sinclair common stock at a price of $54.89 per share in a private transaction with the issuer under a Stock Purchase Agreement dated November 18, 2025. After this transaction, REH Advisors Inc. reported beneficial ownership of 12,711,842 shares of HF Sinclair common stock, held directly.