Insiders Trades
5 insiders bought €650k of shares over the last 90 days, the latest filed 17 Aug 2026.
Delek Logistics Partners, LP: what insiders have been doing
Delek Logistics Partners, LP is a Energy company. Its directors and officers file their transactions with SEC (Form 4). 10 insiders have disclosed 31 filings since 18 October 2025.
Both sides are active: 5 purchases worth €650k and 5 sales worth €52k, from 5 insiders and 1 insider respectively. Netting one side against the other leaves €598k of net buying. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. One trade stands out by size: a purchase of €260k from Yemin Ezra Uzi, disclosed on 17 August 2026, or 0.0095% of market capitalisation. On the buying side, the filings list 2 senior executives, 1 board member and 1 finance chief among the declarants.
Within a 30-day window, 5 purchases overlapped with buying by a second insider. A cluster is several different insiders buying the same stock within a short window, a pattern studied more closely than a single purchase. The last insider purchase was made public on 17 August 2026, 61 days ago. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. For comparison, the SEC allows two business days to file a Form 4.
Compared with its exchange (5,814 companies, median 19 filings), a count of 31 filings is above the norm. The full history, which starts in 2021, counts 16 purchases against 52 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 1.01 bn USD and net income at 176.5 m USD.
In the same sector, recent insider purchases at RGC Resources Inc and Empire Petroleum Corp also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
222
Thresholds
n/a
Buy Volume
€1M
16 ops. · all time
Sell Volume
€10M
52 ops. · all time
Who traded when
BuySaleReuven Spiegel1 buy9 sales
Ezra Uzi Yemin3 buys
Avigal Soreq2 buys
Charles J. Brown III1 sale
Mark Wayne Hobbs1 buy
Robert G. Wright1 buy
Since the insiders bought
- +6.8%Entry US$53.74 · Close 16 Oct 2026 US$57.38
- +6.8%Entry US$53.74 · Close 16 Oct 2026 US$57.38
- +6.8%Entry US$53.74 · Close 16 Oct 2026 US$57.38
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Delek Logistics Partners, LP Hold (neutral), based on 6 analysts. Average price target: US$53.17.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 14,098 of 24,148 companies
46.6
score / 100
Value49
Quality44
FCF yld-1.3%
Earn yld5.5%
EV/EBITDA11.6x
ROE·
Gross mgn21%
Net mgn17%
Debt/EBITDA4.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$55.94
Analyst consensus
6 analystsHold
US$36.00Target US$53.17(-5%)US$61.00
Income statement
RevenueUS$1B
Gross profitUS$211.7M21% margin
EBITDAUS$481.8M48% margin
Net incomeUS$176.5M12.8% margin
Valuation
PER (trailing)19.4x
PER (forward)14.4x
Beta0.45
Balance sheet & cash
Market capUS$3.2B
Total debtUS$2.4B
Free Cash Flow-US$43.1M
Profitability & ownership
ROE439.4%
ROA3.8%
% insiders58.9%
% institutions23.2%
Last declaration on 14 September 2026
Declarations222 total
743 shares@ US$57.000.0013% mcap2.7% of flowCommon UnitsSEC:0001615515-26-000030:0
3,038 shares@ US$57.000.0054% mcap6.3% of flowCommon UnitsSEC:0001642080-26-000019:0
229 shares@ US$57.000.0004% mcap5.5% of flowCommon UnitsSEC:0001908422-26-000021:0
659 shares@ US$57.000.0012% mcap12.1% of flowCommon UnitsSEC:0002044248-26-000019:0
6,000 shares@ US$50.000.0095% mcap4.9% of flowCommon Units representing limited partner interestsSEC:0001361091-26-000017:0
Canonical exit: 11 Nov 2026 (T+90)
1,000 shares@ US$50.000.0016% mcap3.2% of flowCommon UnitsSEC:0001615515-26-000023:0
Canonical exit: 11 Nov 2026 (T+90)
2,500 shares@ US$50.000.0040% mcap4.6% of flowCommon UnitsSEC:0001642080-26-000015:0
Canonical exit: 11 Nov 2026 (T+90)
1,500 shares@ US$50.000.0024% mcap32.1% of flowCommon UnitsSEC:0001908422-26-000017:0
Canonical exit: 11 Nov 2026 (T+90)
4,000 shares@ US$50.000.0063% mcap64.9% of flowCommon UnitsSEC:0002044248-26-000015:0
Canonical exit: 11 Nov 2026 (T+90)
2,476 sharesCommon UnitsSEC:0001692690-26-000002:0
2,476 sharesCommon UnitsSEC:0001561148-26-000003:0
243,075 sharesCommon UnitsSEC:0001694426-26-000013:0
359,372 sharesCommon UnitsSEC:0001694426-26-000013:1
4,715 shares0Common UnitsSEC:0002044248-26-000006:0
1,439 shares@ US$53.0214.9% of flowCommon UnitsSEC:0001449378-26-000006:0
2,357 shares0Common UnitsSEC:0001908422-26-000004:0
21,218 shares0Common UnitsSEC:0001642080-26-000008:0
7,544 shares0Common UnitsSEC:0001615515-26-000012:0
168 shares@ US$51.621.6% of flowCommon UnitsSEC:0001333478-26-000010:0
250 shares@ US$53.200.8% of flowCommon UnitsSEC:0001615515-26-000010:0
250 shares@ US$52.380.8% of flowCommon UnitsSEC:0001615515-26-000004:0
250 shares@ US$46.990.7% of flowCommon UnitsSEC:0001615515-26-000002:0
461 shares@ US$45.026.7% of flowCommon UnitsSEC:0002044248-25-000003:0
499 shares@ US$45.029.5% of flowCommon UnitsSEC:0001908422-25-000006:0
2,201 shares@ US$45.023.6% of flowCommon UnitsSEC:0001642080-25-000004:0
25 of 222 declarations
About Delek Logistics Partners, LP
Delek Logistics Partners, LP (NYSE: DKL) is a U.S.-listed midstream energy master limited partnership headquartered in Plano, Texas, United States. The company was formed in 2012 by Delek US Holdings, Inc. and is designed to own, operate, acquire, and develop logistics and marketing assets across the energy value chain. For international investors, DKL is best viewed as an infrastructure-oriented energy company rather than an upstream producer: its cash flows are driven primarily by contracted or fee-based services tied to volumes, capacity, and network utilization.
Delek Logistics operates a diversified midstream platform spanning crude oil, refined products, natural gas, and water. Its core activities include gathering, transporting, storing, and marketing crude oil and refined products, as well as gathering and processing natural gas. The company also provides storage, wholesale marketing, and terminalling services for intermediate and finished petroleum products, plus water disposal and recycling services. Management highlights a footprint of roughly 1,188 miles of crude and refined product pipelines, more than 200 MMcf/d of gas processing capacity, about 1.55 million barrels per day of water disposal capacity, and 9 light-product distribution terminals.
Read moreShow less
Geographically, DKL is concentrated in the Permian Basin and Delaware Basin, with additional exposure to selected Gulf Coast regions and the broader U.S. Southwest. The company’s assets support Delek US refining and marketing operations in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana, while also serving an expanding third-party customer base. That mix is important strategically: while the Delek US relationship remains meaningful, DKL has been steadily increasing its economic separation and growing EBITDA from third-party sources, which improves diversification and reduces dependence on a single counterparty.
From a competitive standpoint, Delek Logistics benefits from an integrated regional network, midstream scale in key U.S. basins, and a multi-service offering that combines crude, gas, products, and water infrastructure. The company’s strategy has centered on targeted organic projects, pipeline joint ventures, and acquisitions that deepen its corridor connectivity. Recent corporate developments have been material. In April 2026, Delek Logistics reported first-quarter 2026 results with adjusted EBITDA of $132.3 million, continued execution across crude, gas, and water segments, and reiterated its 2026 EBITDA guidance. The company also completed its first acid gas injection well at the Libby Gas Complex and extended borrowing capacity through a new revolving credit facility. In June 2025, DKL closed an upsized $700 million senior notes offering, reinforcing liquidity and funding capacity. Overall, Delek Logistics presents as a disciplined midstream platform with growing third-party exposure, a strong distribution profile, and a clear strategic focus on U.S. energy infrastructure.
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
