Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Delek US Holdings, Inc.DK · Entity 2599 | Executive Vice President | July 01, 2017 | July 05, 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 July 01, 2017 · Filed July 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,504 |
Reported balance
After 2017-07-01 transaction · row 1
1 source rowRow 1 · 2017-07-01 · Grant · Acquired 19,504 · Balance 19,504 F1: 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. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $30.10 · Expires 2024-06-10 | Direct | 32,500 |
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 · Grant · Acquired 32,500 · Balance 32,500 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Alon USA 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.
No balance rows disclosed in this filing.
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 19,504 · 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 $30.10 · Expires 2024-06-10 | 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 32,500 · 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 |
|---|---|---|---|---|---|---|
| July 01, 2017 Filed Jul 3, 2017 15:08 UTC | Delek US Energy, Inc. DK · Entity 44742 | Disposition to issuerStock Appreciation Right · Derivative | 32,500 | Not disclosed Strike: $30.10 | Not disclosed |
DisclosureSEC source: 0001351541-17-000298 · wf-form4_149909452578291.xml · derivative · entry 2 Smith Mark D · CIK 0001608735 · Executive Vice President (DK) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,500 shares Expires 2024-06-10 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. Read SEC document |
| July 01, 2017 Filed Jul 3, 2017 15:08 UTC | Delek US Energy, Inc. DK · Entity 44742 | Disposition to issuerCommon Stock | 19,504 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351541-17-000298 · wf-form4_149909452578291.xml · nonDerivative · entry 1 Smith Mark D · CIK 0001608735 · Executive Vice President (DK) 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 22:20 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantStock Appreciation Right · Derivative | 32,500 | Not disclosed Strike: $30.10 | Not disclosed |
DisclosureSEC source: 0001694426-17-000097 · wf-form4_149929322443376.xml · derivative · entry 2 Smith Mark D · CIK 0001608735 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Underlying: Common Stock · 32,500 shares Expires 2024-06-10 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 22:20 UTC | Delek US Holdings, Inc. DK · Entity 2599 | GrantCommon Stock | 19,504 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001694426-17-000097 · wf-form4_149929322443376.xml · nonDerivative · entry 1 Smith Mark D · CIK 0001608735 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,504 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 22:25 UTC | Delek US Energy, Inc. DK · Entity 44742 | Tax withholdingCommon Stock | 358 | $26.32 | $9,422.56 |
DisclosureSEC source: 0001351541-17-000202 · wf-form4_149739266373795.xml · nonDerivative · entry 1 Smith Mark D · CIK 0001608735 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,504 Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 20:00 UTC | Delek US Energy, Inc. DK · Entity 44742 | Tax withholdingCommon Stock | 435 | $23.90 | $10,396.50 |
DisclosureSEC source: 0001351541-17-000067 · wf-form4_148952161723971.xml · nonDerivative · entry 2 Smith Mark D · CIK 0001608735 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,862 Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 20:00 UTC | Delek US Energy, Inc. DK · Entity 44742 | GrantCommon Stock | 5,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001351541-17-000067 · wf-form4_148952161723971.xml · nonDerivative · entry 1 Smith Mark D · CIK 0001608735 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,297 Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 18:57 UTC | Delek US Energy, Inc. DK · Entity 44742 | Tax withholdingCommon Stock | 364 | $24.30 | $8,845.20 |
DisclosureSEC source: 0001351541-16-000358 · wf-form4_148165542534438.xml · nonDerivative · entry 1 Smith Mark D · CIK 0001608735 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,441 Read SEC document |
| September 10, 2016 Filed Sep 12, 2016 21:40 UTC | Delek US Energy, Inc. DK · Entity 44742 | Tax withholdingCommon Stock | 554 | $17.33 | $9,600.82 |
DisclosureSEC source: 0001351541-16-000280 · wf-form4_147371643292785.xml · nonDerivative · entry 1 Smith Mark D · CIK 0001608735 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,805 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.