Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alon USA Partners, LPALDW · Entity 169538 | Executive Vice President | July 27, 2017 | August 04, 2017 |
| Delek US Holdings, Inc.DK · Entity 2599 | Executive Vice President | June 12, 2018 | June 14, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Alon USA Partners, LP
Report date July 27, 2017 · Filed August 04, 2017
This filing explicitly reported no securities owned.
Delek US Holdings, Inc.
Report date June 12, 2018 · Filed June 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,069 |
Ending reported balance
After 2018-06-12 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2018-06-12 · Exercise / conversion · Acquired 1,625 · Balance 12,897 F1: Reflects shares issued upon the exercise of stock appreciation rights granted to the Reporting Person on June 10, 2014, which vested ratably on June 10 of 2015, 2016, 2017 and 2018 and which were exercised by the Reporting Person on June 12, 2018. Row 2 · 2018-06-12 · Exercise / conversion · Acquired 1,625 · Balance 14,522 F2: Reflects shares issued upon the exercise of stock appreciation rights granted to the Reporting Person on June 10, 2015, which vested ratably on June 10 of 2016, 2017 and 2018 and which were exercised by the Reporting Person on June 12, 2018. Row 3 · 2018-06-12 · Disposition to issuer · Disposed 2,005 · Balance 12,517 F3: Disposition of shares of common stock to the Issuer for payment of the exercise price in connection with the exercise of the stock appreciation rights. Row 4 · 2018-06-12 · Tax withholding · Disposed 305 · Balance 12,212 F4: Shares withheld to cover the tax withholding obligations in connection with the exercise of the stock appreciation rights. Row 5 · 2018-06-12 · Sale · Disposed 2,143 · Balance 10,069 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $30.10 · Expires 2024-06-10 | Direct | 0 |
Reported balance
After 2018-06-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-06-12 · Exercise / conversion · Disposed 1,625 · Balance 0 F1: Reflects shares issued upon the exercise of stock appreciation rights granted to the Reporting Person on June 10, 2014, which vested ratably on June 10 of 2015, 2016, 2017 and 2018 and which were exercised by the Reporting Person on June 12, 2018. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $36.53 · Expires 2025-06-10 | Direct | 1,625 |
Reported balance
After 2018-06-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-06-12 · Exercise / conversion · Disposed 1,625 · Balance 1,625 F2: Reflects shares issued upon the exercise of stock appreciation rights granted to the Reporting Person on June 10, 2015, which vested ratably on June 10 of 2016, 2017 and 2018 and which were exercised by the Reporting Person on June 12, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares issued upon the exercise of stock appreciation rights granted to the Reporting Person on June 10, 2014, which vested ratably on June 10 of 2015, 2016, 2017 and 2018 and which were exercised by the Reporting Person on June 12, 2018.
F2: Reflects shares issued upon the exercise of stock appreciation rights granted to the Reporting Person on June 10, 2015, which vested ratably on June 10 of 2016, 2017 and 2018 and which were exercised by the Reporting Person on June 12, 2018.
F3: Disposition of shares of common stock to the Issuer for payment of the exercise price in connection with the exercise of the stock appreciation rights.
F4: Shares withheld to cover the tax withholding obligations in connection with the exercise of the stock appreciation rights.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Delek US Energy, Inc.
Report date July 01, 2017 · Filed July 03, 2017
Section 16 reporting ended · disclosed 2017-07-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-01 transaction · row 1
1 source rowRow 1 · 2017-07-01 · Disposition to issuer · Disposed 12,879 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of January 2, 2017, as amended, by and among Delek US Holdings, Inc. ("Old Delek"), Alon USA Energy, Inc., and certain other parties thereto (the "Merger Agreement"), each outstanding share of common stock of Old Delek was exchanged on a one-for-one basis for a share of common stock of Delek Holdco, Inc., which was renamed Delek US Holdings, Inc. ("New Delek") in connection with the mergers provided for in the Merger Agreement. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $34.75 · Expires 2023-06-10 | Direct | 0 |
Reported balance
After 2017-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-07-01 · Disposition to issuer · Disposed 6,500 · Balance 0 F2: Pursuant to the Merger Agreement, each Stock Appreciation Right ("SAR"), whether vested or unvested, was automatically converted into an equivalent New Delek SAR. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $30.10 · Expires 2024-06-10 | Direct | 0 |
Reported balance
After 2017-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-07-01 · Disposition to issuer · Disposed 6,500 · Balance 0 F2: Pursuant to the Merger Agreement, each Stock Appreciation Right ("SAR"), whether vested or unvested, was automatically converted into an equivalent New Delek SAR. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $36.53 · Expires 2025-06-10 | Direct | 0 |
Reported balance
After 2017-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-07-01 · Disposition to issuer · Disposed 6,500 · Balance 0 F2: Pursuant to the Merger Agreement, each Stock Appreciation Right ("SAR"), whether vested or unvested, was automatically converted into an equivalent New Delek SAR. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of January 2, 2017, as amended, by and among Delek US Holdings, Inc. ("Old Delek"), Alon USA Energy, Inc., and certain other parties thereto (the "Merger Agreement"), each outstanding share of common stock of Old Delek was exchanged on a one-for-one basis for a share of common stock of Delek Holdco, Inc., which was renamed Delek US Holdings, Inc. ("New Delek") in connection with the mergers provided for in the Merger Agreement.
F2: Pursuant to the Merger Agreement, each Stock Appreciation Right ("SAR"), whether vested or unvested, was automatically converted into an equivalent New Delek SAR.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 25, 2017 Filed Jan 27, 2017 22:55 UTC | Delek US Energy, Inc. DK · Entity 44742 | Tax withholdingCommon Stock | 395 | $24.18 | $9,551.10 |
DisclosureSEC source: 0001351541-17-000014 · wf-form4_148555773045948.xml · nonDerivative · entry 2 Miller Anthony L. · CIK 0001650395 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,902 F4 · security: 395 shares were withheld by the Company to satisfy tax withholding requirements on vesting of the performance-based RSUs. Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 22:55 UTC | Delek US Energy, Inc. DK · Entity 44742 | GrantCommon Stock | 1,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001351541-17-000014 · wf-form4_148555773045948.xml · nonDerivative · entry 1 Miller Anthony L. · CIK 0001650395 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,297 F1 · shares: The number of restricted stock units (RSUs) includes 1,210 performance-based RSUs. F2 · shares: The number of performance-based RSUs that vested was based on the achievement of certain performance requirements over an 18 month performance period and the certification of the achievement of those results by the Compensation Committee under the Delek US Holdings, Inc. 2016 Long Term Incentive Plan. F3 · price: Each performance-based RSU represents the right to receive, at settlement, one share of common stock of Delek US Holdings, Inc. (the "Company"). This transaction represents the settlement of performance-based RSUs in shares of common stock of the Company on their scheduled vesting date. Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 18:55 UTC | Delek US Energy, Inc. DK · Entity 44742 | Tax withholdingCommon Stock | 299 | $24.30 | $7,265.70 |
DisclosureSEC source: 0001351541-16-000353 · wf-form4_148165534565007.xml · nonDerivative · entry 1 Miller Anthony L. · CIK 0001650395 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,087 Read SEC document |
| September 10, 2016 Filed Sep 12, 2016 21:41 UTC | Delek US Energy, Inc. DK · Entity 44742 | Tax withholdingCommon Stock | 491 | $17.33 | $8,509.03 |
DisclosureSEC source: 0001351541-16-000283 · wf-form4_147371648905795.xml · nonDerivative · entry 1 Miller Anthony L. · CIK 0001650395 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,386 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.