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Delek US Holdings, Inc. (DK) reported that Mark Wayne Hobbs, EVP of Delek Logistics, sold a total of 20,000 shares of common stock on 2026-08-17 in open-market transactions under a Rule 10b5-1 trading plan. The sales occurred in two tranches at weighted average prices of $64.364 and $65.284 per share, with each price representing multiple trades within specified ranges. The filing notes that these transactions complete this 10b5-1 plan.
Delek US Holdings, Inc. (DK) reported that President & CEO Avigal Soreq sold a total of 80,000 shares of common stock on 2026-08-17 in four open‑market transactions under a Rule 10b5-1 trading plan. The weighted average sale prices were $64.383 for 4,603 shares, $65.351 for 4,623 shares, $66.616 for 57,700 shares, and $67.202 for 13,074 shares, with each price representing a weighted average over multiple trades within the disclosed intraday price ranges. A footnote states these trades were made pursuant to a 10b5‑1 plan intended to satisfy the affirmative defense conditions of Rule 10b5‑1(c) and that these transactions complete this plan.
Delek US Holdings, Inc. (DK) received a Rule 144 notice relating to proposed sales of its common stock by officer Reuven Spiegel. The notice covers the potential sale of up to 10,000 shares of DK common stock, held at Fidelity Brokerage Services LLC and listed on the NYSE. These shares were acquired as compensation through restricted stock vesting in two blocks of 5,629 and 4,371 shares, with vesting dates of June 10, 2025 and December 10, 2025. The filing also reports that Spiegel sold 10,000 shares of DK common stock in a prior transaction on May 18, 2026.
Delek US Holdings, Inc. director Ezra Uzi Yemin, through Yemin Investments, LP, reported open-market sales of an aggregate 200,000 shares of common stock on 2026-08-13. The shares were sold in multiple trades at weighted average prices of $65.75, $66.64, $67.74 and $68.27 per share, each representing numerous transactions within disclosed price ranges, pursuant to a Rule 10b5-1 trading plan that has now been completed. Following these transactions, Yemin reports 213,717 shares of Delek US common stock held directly.
Delek US Holdings (DK) filed a notice of proposed sale of common stock under Form 144. The filing lists 80,000 common shares to be sold through Fidelity Brokerage Services LLC, with an indicated aggregate value of $5,242,400.00 on the NYSE. It also details multiple past and future common-share acquisitions from the issuer via restricted stock vesting, categorized as compensation, across dates from December 2024 through March 2026.
J.P. Morgan Securities LLC has filed to sell 200,000 shares of DK common stock on the NYSE, with an aggregate market value of $13,396,000. The shares to be sold trace back to stock originally acquired via compensation by Ezra Uzi Yemin on multiple historical grant dates.
Delek US Holdings, Inc. has an updated Schedule 13G/A (Amendment No. 1) filed jointly by The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC regarding ownership of its common stock. The Goldman Sachs reporting group indicates aggregate beneficial ownership of 1,531,064.57 shares, representing 2.5% of the class, with no sole voting or dispositive power.
The filing shows shared voting power over 1,530,754.57 shares and shared dispositive power over 1,530,796.57 shares. The reporting persons state that they are a parent holding company and broker-dealer/investment adviser, and provide customary disclosures and disclaimers about beneficial ownership, including that certain Goldman Sachs operating units may have disaggregated holdings and that beneficial ownership of some client accounts and investment entities is disclaimed.
Delek US Holdings reported strong second-quarter 2026 results, with net revenues of $4,087.0 million, up from $2,764.6 million a year earlier. Net income attributable to Delek turned to a profit of $169.5 million, or $2.71 per diluted share, compared with a loss of $106.4 million, or $1.76 per share, in the prior-year quarter. Adjusted net income was $343.9 million and adjusted EBITDA was $638.7 million, up from $177.9 million.
The refining segment drove results, with adjusted EBITDA of $566.2 million versus $114.8 million a year earlier, reflecting higher crack spreads and stronger refining margins. The logistics segment posted record adjusted EBITDA of $143.5 million. Operating cash flow for the first half of 2026 rose to $724.0 million, and consolidated net debt stood at $2,561.1 million. The company repurchased $20.0 million of stock, paid $15.6 million of dividends, and declared a quarterly dividend of $0.255 per share. Management also refinanced term and revolving credit facilities and Delek Logistics issued $800.0 million of 6.875% senior notes due 2034.
Delek US Holdings reported a strong turnaround for the quarter ended June 30, 2026. Net revenues were $4,087.0 million for the quarter and $6,740.1 million for the first six months, compared with $2,764.6 million and $5,406.5 million in the prior‑year periods. Q2 net income attributable to Delek was $169.5 million versus a loss of $106.4 million a year earlier, while the six‑month result was a loss of $31.8 million versus a loss of $279.1 million. Diluted EPS was $2.71 in Q2 2026 and $(0.52) for the first half.
Q2 operating income was $302.4 million, with segment EBITDA attributable to Delek of $676.0 million (Refining $556.0 million, Logistics $120.0 million). Interest expense, net, was $100.1 million in Q2 and $184.6 million year‑to‑date. Operating cash flow for the first six months was $724.0 million, compared with $(11.0) million in the prior‑year period; capital spending was $357.0 million.
At June 30, 2026, Delek reported total assets of $7,551.4 million, cash and cash equivalents of $628.6 million, and long‑term debt (net of current portion) of $3,181.2 million. Total stockholders’ equity was $422.7 million, including a retained deficit of $387.8 million. The company recorded a Consolidated Net RINs deficit of $822.5 million measured at fair value, and an Inventory Intermediation Agreement obligation of $95.2 million. Refinancing actions included an amended term loan maturing in 2032, expanded revolving credit capacity, and issuance of $800.0 million of Delek Logistics 2034 Notes, used to retire the 2028 Notes and a portion of the 2029 Notes.