Orin

← What changed

insider cluster buying

DKL Delek Logistics Partners, LP

as of Tuesday 18 August 2026 · 36d ago

Trades 13 Aug – 13 Aug · published 18 Augfrom Form 4 filings

DKL — 5 insiders bought $750K over 1 day

Orin's take

A same-day cluster of five officers buying $750K, including the CFO and chairman, is a mild insider-alignment signal, but it does not resolve the negative free cash flow and leverage concerns that keep DKL at a hold. The buying supports the value-yield side of the hold thesis without providing evidence that growth capex is converting into restored cash flow.

What would change this read

This read flips if the next quarterly report shows positive free cash flow and flat or higher gross profit, since that would directly address the condition holding the rating at hold.

The facts

5 insiders · 5 buys · $750K total · Aug 13, 2026Aug 13, 2026

InsiderTitleTotalForm 4s
Yemin Ezra UziChairman$300KForm 4
Hobbs Mark WayneEVP$200KForm 4
Soreq AvigalPresident$125KForm 4
Wright Robert G.EVP, Chief Financial Officer$75KForm 4
Spiegel ReuvenExecutive Vice President, DKL$50KForm 4
Sources

Signals are informational research, not individualized investment advice.

DKL: insider cluster buying · Orin