Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Delek US Holdings, Inc.DK · Entity 2599 | Director | August 15, 2017 | August 15, 2017 |
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.
Delek US Holdings, Inc.
Report date August 15, 2017 · Filed August 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,035 |
Reported balance
After 2017-08-15 transaction · row 1
1 source rowRow 1 · 2017-08-15 · Sale · Disposed 2,500 · Balance 23,035 |
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 25,535 · 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 $6.98 · Expires 2020-06-10 | 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 1,500 · 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 Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.17 · Expires 2018-06-10 | 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 2,010 · Balance 0 F3: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.17 · Expires 2019-06-10 | 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 3,000 · Balance 0 F3: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option. |
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.
F3: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option.
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 |
|---|---|---|---|---|---|---|
| August 15, 2017 Filed Aug 15, 2017 21:30 UTC | Delek US Holdings, Inc. DK · Entity 2599 | SaleCommon Stock | 2,500 | $22.10 | $55,250.00 |
DisclosureSEC source: 0001694426-17-000133 · wf-form4_150283262579746.xml · nonDerivative · entry 1 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,035 Read SEC document |
| July 01, 2017 Filed Jul 3, 2017 13:54 UTC | Delek US Energy, Inc. DK · Entity 44742 | Disposition to issuerStock Option (Right to Buy) · Derivative | 3,000 | Not disclosed Strike: $9.17 | Not disclosed |
DisclosureSEC source: 0001351541-17-000293 · wf-form4_149909002927237.xml · derivative · entry 4 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2019-06-10 F3 · price: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option. Read SEC document |
| July 01, 2017 Filed Jul 3, 2017 13:54 UTC | Delek US Energy, Inc. DK · Entity 44742 | Disposition to issuerStock Option (Right to Buy) · Derivative | 2,010 | Not disclosed Strike: $9.17 | Not disclosed |
DisclosureSEC source: 0001351541-17-000293 · wf-form4_149909002927237.xml · derivative · entry 3 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,010 shares Expires 2018-06-10 F3 · price: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, each stock option, whether vested or unvested, was automatically converted into an equivalent New Delek stock option. Read SEC document |
| July 01, 2017 Filed Jul 3, 2017 13:54 UTC | Delek US Energy, Inc. DK · Entity 44742 | Disposition to issuerStock Appreciation Right · Derivative | 1,500 | Not disclosed Strike: $6.98 | Not disclosed |
DisclosureSEC source: 0001351541-17-000293 · wf-form4_149909002927237.xml · derivative · entry 2 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2020-06-10 F2 · price: Pursuant to the Merger Agreement, each Stock Appreciation Right ("SAR"), whether vested or unvested, was automatically converted into an equivalent New Delek SAR. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each Stock Appreciation Right ("SAR"), whether vested or unvested, was automatically converted into an equivalent New Delek SAR. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, each Stock Appreciation Right ("SAR"), whether vested or unvested, was automatically converted into an equivalent New Delek SAR. Read SEC document |
| July 01, 2017 Filed Jul 3, 2017 13:54 UTC | Delek US Energy, Inc. DK · Entity 44742 | Disposition to issuerCommon Stock | 25,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351541-17-000293 · wf-form4_149909002927237.xml · nonDerivative · entry 1 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:19 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantStock Appreciation Right · Derivative | 1,500 | Not disclosed Strike: $6.98 | Not disclosed |
DisclosureSEC source: 0001694426-17-000093 · wf-form4_149929314679167.xml · derivative · entry 4 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2020-06-10 F1 · price: Effective July 1, 2017, Delek US Holdings, Inc. ("New Delek", formerly Delek Holdco, Inc.), Delek US Energy, Inc. ("Old Delek", formerly Delek US Holdings, Inc.), certain subsidiaries of New Delek, and Alon USA Energy, Inc. ("Alon") consummated mergers (the "Mergers") as a result of which Old Delek become a direct wholly owned subsidiary, and Alon became a direct and indirect wholly owned subsidiary, of New Delek. Pursuant to the Mergers, among other things, (i) each share of common stock of Old Delek was converted into one share of common stock of New Delek and (ii) each outstanding equity award granted under Old Delek's long-term incentive plans, whether vested or unvested, were automatically assumed by New Delek and converted into an equity award denominated in shares of New Delek common stock with substantially the same terms and conditions. F1 · derivative.exercise_date: Effective July 1, 2017, Delek US Holdings, Inc. ("New Delek", formerly Delek Holdco, Inc.), Delek US Energy, Inc. ("Old Delek", formerly Delek US Holdings, Inc.), certain subsidiaries of New Delek, and Alon USA Energy, Inc. ("Alon") consummated mergers (the "Mergers") as a result of which Old Delek become a direct wholly owned subsidiary, and Alon became a direct and indirect wholly owned subsidiary, of New Delek. Pursuant to the Mergers, among other things, (i) each share of common stock of Old Delek was converted into one share of common stock of New Delek and (ii) each outstanding equity award granted under Old Delek's long-term incentive plans, whether vested or unvested, were automatically assumed by New Delek and converted into an equity award denominated in shares of New Delek common stock with substantially the same terms and conditions. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:19 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantStock Option (Right to Buy) · Derivative | 3,000 | Not disclosed Strike: $9.17 | Not disclosed |
DisclosureSEC source: 0001694426-17-000093 · wf-form4_149929314679167.xml · derivative · entry 3 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2019-06-10 F1 · price: Effective July 1, 2017, Delek US Holdings, Inc. ("New Delek", formerly Delek Holdco, Inc.), Delek US Energy, Inc. ("Old Delek", formerly Delek US Holdings, Inc.), certain subsidiaries of New Delek, and Alon USA Energy, Inc. ("Alon") consummated mergers (the "Mergers") as a result of which Old Delek become a direct wholly owned subsidiary, and Alon became a direct and indirect wholly owned subsidiary, of New Delek. Pursuant to the Mergers, among other things, (i) each share of common stock of Old Delek was converted into one share of common stock of New Delek and (ii) each outstanding equity award granted under Old Delek's long-term incentive plans, whether vested or unvested, were automatically assumed by New Delek and converted into an equity award denominated in shares of New Delek common stock with substantially the same terms and conditions. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:19 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantStock Option (Right to Buy) · Derivative | 2,010 | Not disclosed Strike: $9.17 | Not disclosed |
DisclosureSEC source: 0001694426-17-000093 · wf-form4_149929314679167.xml · derivative · entry 2 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,010 Underlying: Common Stock · 2,010 shares Expires 2018-06-10 F1 · price: Effective July 1, 2017, Delek US Holdings, Inc. ("New Delek", formerly Delek Holdco, Inc.), Delek US Energy, Inc. ("Old Delek", formerly Delek US Holdings, Inc.), certain subsidiaries of New Delek, and Alon USA Energy, Inc. ("Alon") consummated mergers (the "Mergers") as a result of which Old Delek become a direct wholly owned subsidiary, and Alon became a direct and indirect wholly owned subsidiary, of New Delek. Pursuant to the Mergers, among other things, (i) each share of common stock of Old Delek was converted into one share of common stock of New Delek and (ii) each outstanding equity award granted under Old Delek's long-term incentive plans, whether vested or unvested, were automatically assumed by New Delek and converted into an equity award denominated in shares of New Delek common stock with substantially the same terms and conditions. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 22:19 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantCommon Stock | 25,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001694426-17-000093 · wf-form4_149929314679167.xml · nonDerivative · entry 1 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,535 F1 · price: Effective July 1, 2017, Delek US Holdings, Inc. ("New Delek", formerly Delek Holdco, Inc.), Delek US Energy, Inc. ("Old Delek", formerly Delek US Holdings, Inc.), certain subsidiaries of New Delek, and Alon USA Energy, Inc. ("Alon") consummated mergers (the "Mergers") as a result of which Old Delek become a direct wholly owned subsidiary, and Alon became a direct and indirect wholly owned subsidiary, of New Delek. Pursuant to the Mergers, among other things, (i) each share of common stock of Old Delek was converted into one share of common stock of New Delek and (ii) each outstanding equity award granted under Old Delek's long-term incentive plans, whether vested or unvested, were automatically assumed by New Delek and converted into an equity award denominated in shares of New Delek common stock with substantially the same terms and conditions. Read SEC document |
| June 10, 2017 Filed Jun 13, 2017 23:04 UTC | Delek US Energy, Inc. DK · Entity 44742 | GrantCommon Stock | 4,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001351541-17-000214 · wf-form4_149739505554701.xml · nonDerivative · entry 1 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,535 Read SEC document |
| May 30, 2017 Filed May 31, 2017 21:10 UTC | Delek US Energy, Inc. DK · Entity 44742 | SaleCommon Stock | 1,700 | $25.48 | $43,307.50 |
DisclosureSEC source: 0001351541-17-000165 · wf-form4_149626497600590.xml · nonDerivative · entry 1 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,787 Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 15:29 UTC | Delek US Energy, Inc. DK · Entity 44742 | SaleCommon Stock | 3,050 | $24.80 | $75,643.97 |
DisclosureSEC source: 0001351541-17-000040 · wf-form4_148890052621563.xml · nonDerivative · entry 1 LEONARD CHARLES H · CIK 0001195047 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,487 F1 · price: The price reflects the weighted average sale price of multiple transactions ranging from a low sale price of $24.77 per share to a high sale price of $24.84 per share. Upon the written request of the SEC staff, the issuer or a security holder of the issuer, the reporting person agrees to provide the number of shares sold at each sale price. 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.