Insider Trading March 26, 2026

Global Partners COO Disposes of $92.5K in Units; Company Posts Mixed Q4 Results

Mark Romaine sold 2,065 common units while GLP reports uneven segment performance and draws a modest price-target lift from Stifel

By Priya Menon GLP
Global Partners COO Disposes of $92.5K in Units; Company Posts Mixed Q4 Results
GLP

Global Partners LP Chief Operating Officer Mark Romaine sold 2,065 common units on March 25, 2026, for total proceeds of $92,512. The units traded at a weighted average price of $44.80, within a range of $44.56 to $45.16. After the sale, Romaine directly holds 139,109 common units. The partnership, with a market capitalization of $1.53 billion and a current trading price near $45, is described by InvestingPro analysis as undervalued. GLP yields 6.76% in dividends and has sustained distributions for 21 consecutive years. In corporate results, Global Partners reported mixed fourth-quarter 2025 results, with wholesale and commercial segments under pressure while the Gasoline Distribution and Station Operations segment benefited from favorable fuel margins. Stifel raised its price target to $46 but maintained a Hold rating, citing portfolio optimization and downstream strengthening.

Key Points

  • Mark Romaine sold 2,065 common units on March 25, 2026, for $92,512 at a weighted average price of $44.80, with prices ranging from $44.56 to $45.16.
  • After the sale, Romaine directly owns 139,109 common units in Global Partners LP; the partnership has a market cap of $1.53 billion and trades near $45.
  • Global Partners reported mixed Q4 2025 results - wholesale and commercial segments struggled while Gasoline Distribution and Station Operations benefited from favorable fuel margins; Stifel raised its price target to $46 but kept a Hold rating.

Mark Romaine, the Chief Operating Officer of Global Partners LP (NASDAQ: GLP), executed a sale of 2,065 common units on March 25, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The transaction generated total proceeds of $92,512, with the units sold at a weighted average price of $44.80. Reported sale prices in the filing ranged from $44.56 to $45.16 and occurred across multiple transactions.

Following the disposition, Romaine retains direct ownership of 139,109 common units in Global Partners LP. The trade is notable against the backdrop of the partnership's roughly $1.53 billion market capitalization and a share price trading near $45. InvestingPro analysis cited in company material characterizes the partnership as undervalued at the current price.

Global Partners also offers a dividend yield of 6.76% and has an uninterrupted dividend record stretching 21 years, according to InvestingPro Tips. Investors seeking deeper valuation and financial detail are directed to a comprehensive Pro Research Report that covers GLP and more than 1,400 other U.S. equities.

On the earnings front, Global Partners released fourth-quarter 2025 financial results that painted a mixed operational picture. The company encountered headwinds in its wholesale and commercial segments, while the Gasoline Distribution and Station Operations segment showed relative strength, supported by favorable fuel margin conditions.

Market reaction included an update from Stifel, which raised its price target for Global Partners to $46 and maintained a Hold rating. Stifel indicated that the partnership is making progress in optimizing and strengthening its downstream portfolio, and that view underpinned the adjusted target despite the Hold stance.

The insider sale, the firm’s recent quarter results, and the analyst adjustment together provide a snapshot of GLP's current financial position and strategic direction. The public filings supply concrete transaction details and the company disclosures and analyst commentary supply context on performance across segments.

Risks

  • Operational pressures in the wholesale and commercial segments as reported in Q4 2025 could weigh on margins - this impacts the energy distribution and commercial fuel markets.
  • Reliance on fuel margins to support the Gasoline Distribution and Station Operations segment introduces volatility risk tied to fuel pricing conditions - affecting downstream energy operations.
  • Valuation divergence between InvestingPro's view that GLP is undervalued and Stifel's Hold rating with a $46 target creates uncertainty around near-term price direction - relevant for equity investors and income-focused holders.

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