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Delek US Holdings, Inc. (DK) SEC Filings, Feb-Mar 2026

DK NYSE

Delek US Holdings, Inc. filings document the formal reporting record for a downstream energy company with refining, logistics, pipeline, and renewable-fuels assets. Form 8-K disclosures cover operating and financial results, quarterly dividends, material agreements, credit-facility amendments, capital-structure changes, and executive leadership matters.

Proxy and annual-meeting filings describe board elections, executive compensation votes, the 2026 Long-Term Incentive Plan, auditor ratification, and shareholder voting results. The filings also identify Delek US common stock on the New York Stock Exchange and record its relationship with Delek Logistics Partners, LP, including general partner and majority limited partner interests.

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Delek US Holdings President & CEO Avigal Soreq reported equity award activity involving the company’s common stock. On February 27, 2026, he acquired 186,666 shares through the exercise or conversion of a derivative security at $38.11 per share.

On the same date, 73,466 shares were disposed of at $38.11 per share as a tax-withholding disposition, with a footnote stating the shares were withheld to satisfy taxes upon vesting of equity awards. After these transactions, Soreq directly owned 301,678 common shares.

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Delek US Holdings EVP and CFO Mark Wayne Hobbs reported a mix of equity transactions in company common stock. He acquired 75,999 shares through an exercise or conversion of derivative securities at $38.11 per share. On the same date, 30,009 shares were disposed of in a transaction coded as tax withholding, at the same price, with a footnote stating these shares were withheld for tax purposes upon vesting of equity awards. After these transactions, his directly held ownership was reported as 111,873 common shares.

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Delek US Holdings EVP Robert G. Wright reported equity compensation activity involving the company’s common stock. On February 27, 2026, he acquired 35,550 shares of common stock at $38.11 per share through the exercise or conversion of a derivative security. On the same date, 14,110 shares of common stock were disposed of at $38.11 per share to satisfy tax obligations, with the filing noting these shares were withheld for tax purposes upon vesting of equity awards, rather than sold in the open market. After these transactions, Wright directly owned 52,421 common shares of Delek US Holdings.

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Delek US Holdings executive vice president of special projects Reuven Spiegel reported paired equity award transactions in common stock. He exercised or converted derivative awards into 79,998 shares at $38.11 per share, then had 31,579 shares withheld to cover taxes, leaving 68,530 shares held directly.

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Delek US Holdings executive Denise Clark McWatters, EVP, General Counsel and Corporate Secretary, exercised derivative equity awards into 52,221 shares of common stock at $38.11 per share. On the same day, 20,673 shares were disposed of to satisfy tax withholding obligations, leaving her with 84,277 shares of directly owned common stock.

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Delek US Holdings EVP Israel Joseph exercised derivative awards and had shares withheld for taxes. He acquired 71,109 shares of common stock at $38.11 per share through an option exercise, then 27,982 shares were disposed of to satisfy tax obligations, leaving him with 93,623 directly owned shares.

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Delek US Holdings, Inc. files its annual report describing an integrated downstream energy business focused on petroleum refining and logistics. The company operates four refineries in Texas, Arkansas and Louisiana with a combined crude throughput capacity of 302,000 bpd, plus idled biodiesel plants totaling 40 million gallons of annual capacity.

Delek now reports two segments—refining and logistics—after selling 249 retail fuel and convenience stores in 2024, which are presented as discontinued operations. The logistics arm includes pipelines, terminals, storage, water disposal and gas processing, and a 63.3% limited partner interest in Delek Logistics Partners.

Recent transactions include water midstream acquisitions in the Permian and Bakken and expansion of its Wink to Webster pipeline interest, alongside earlier Alon and gathering-system deals. The report highlights extensive risk factors, environmental and regulatory exposure, a recorded environmental liability of $36.0 million, and a workforce of 1,902 employees with significant safety and ESG initiatives.

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Delek US Holdings reported a strong turnaround for fourth quarter 2025. Net income was $78.3 million, or $1.26 per diluted share, compared with a large loss a year earlier. Adjusted net income reached $143.0 million, or $2.31 per share, and adjusted EBITDA was $374.8 million, up sharply from $(15.2) million.

Refining segment adjusted EBITDA rose to $314.1 million, helped by higher crack spreads, small refinery exemptions and a total refining production margin of $10.49 per barrel. Logistics adjusted EBITDA increased to $141.9 million, supported by acquisitions and stronger wholesale margins.

Management raised its Enterprise Optimization Plan run‑rate cash flow improvement target to at least $200 million and restructured an Inventory Intermediation Agreement expected to add at least $40 million of free cash flow. Delek Logistics issued 2026 adjusted EBITDA guidance of $520–$560 million. Delek US repurchased about $20 million of common stock, paid $15.3 million of dividends, and declared a quarterly dividend of $0.255 per share. Cash was $625.8 million and consolidated net debt was $2,607.3 million as of December 31, 2025.

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Delek US Holdings, Inc. reported that its Board of Directors has approved a quarterly cash dividend of $0.255 per share. The dividend will be paid on March 9, 2026 to shareholders of record as of March 2, 2026, providing near‑term cash returns to stockholders.

The company describes itself as a diversified downstream energy business with refining, logistics, and pipeline assets. Its refineries in Texas, Arkansas, and Louisiana have a combined nameplate crude throughput capacity of 302,000 barrels per day. As of September 30, 2025, Delek and its subsidiaries owned approximately 63.3% of Delek Logistics Partners, LP.

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Delek US Holdings, Inc. executive Israel Joseph, an EVP, reported a tax-related share transaction. On 02/11/2026, 2,826 shares of common stock were disposed of at $34.52 per share as shares were withheld for tax purposes upon vesting of equity awards. Following this tax-withholding disposition, Joseph directly beneficially owned 51,534 shares of Delek US common stock.

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FAQ

How many Delek US Holdings (DK) SEC filings are available on StockTitan?

StockTitan tracks 178 SEC filings for Delek US Holdings (DK), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Delek US Holdings (DK)?

The most recent SEC filing for Delek US Holdings (DK) was filed on March 3, 2026.