Insider Trading March 27, 2026

PBF Director Nimbley Executes Option Exercise and Sells $2.57M in Class A Shares

Transactions occur as PBF stock trades near its 52-week high following a 176% one-year gain

By Leila Farooq PBF
PBF Director Nimbley Executes Option Exercise and Sells $2.57M in Class A Shares
PBF

PBF Energy director Nimbley Thomas J. sold 50,000 shares of Class A common stock on March 26, 2026, and on the same day exercised options to acquire another 50,000 shares. The sale generated $2,568,035 and the option exercise had an aggregate cost of $1,433,500. The stock is trading close to its 52-week high after a substantial one-year return, while recent quarterly results showed an EPS beat alongside a slight revenue shortfall.

Key Points

  • Director Nimbley Thomas J. sold 50,000 Class A shares on March 26, 2026, for $51.3607 per share, totaling $2,568,035.
  • On the same day, Nimbley exercised options to buy 50,000 Class A shares at $28.67 per share, for a total cost of $1,433,500; he now directly holds 790,716 PBF shares.
  • PBF reported Q4 2025 adjusted EPS of $0.66 versus an expected loss of $0.20, while revenue was $7.14 billion versus an expected $7.17 billion; InvestingPro flags the stock as appearing overvalued relative to its Fair Value.

Director Nimbley Thomas J. of PBF Energy Inc. (NYSE:PBF) completed two linked transactions on March 26, 2026. In the first, Nimbley sold 50,000 shares of Class A common stock at $51.3607 per share, producing proceeds of $2,568,035. On the same day, he exercised options to acquire 50,000 shares of Class A common stock at an exercise price of $28.67 per share, for an aggregate cost of $1,433,500.

Following these moves, Nimbley’s direct holdings in PBF Energy total 790,716 shares. The share sale occurred as PBF's stock was trading near its 52-week high of $51.80, after a one-year return of 176%.


Valuation and investor tools

According to InvestingPro analysis cited in the company’s trading notes, the stock currently appears overvalued relative to its Fair Value. The platform also notes that investors can access 12 additional InvestingPro Tips and a set of financial metrics to further assess PBF’s investment profile.


Recent financial results

In other corporate developments, PBF Energy reported fourth-quarter 2025 results in which adjusted earnings per share came in at $0.66, handily beating forecasts that had projected a loss of $0.20 per share. Revenue for the quarter totaled $7.14 billion, slightly below the expected $7.17 billion.

Analyst firms noted the adjusted EPS beat as a positive datapoint. Taken together, the results underscore a mixed set of outcomes for PBF: a stronger-than-expected EPS performance alongside a marginal revenue shortfall.


What the record shows

  • Nimbley sold 50,000 Class A shares for $51.3607 each on March 26, 2026, totaling $2,568,035.
  • On the same date he exercised options to acquire 50,000 Class A shares at $28.67 each, at a cost of $1,433,500.
  • After the transactions, Nimbley directly owns 790,716 shares of PBF Energy Inc.
  • PBF’s stock is trading close to a 52-week high of $51.80, reflecting a 176% return over the last year.
  • InvestingPro’s analysis indicates the stock appears overvalued versus Fair Value and offers additional tips and metrics for investors.

The transactions and the reported quarter provide discrete facts for investors tracking insider activity and recent company performance. The director-level sale and concurrent option exercise are recorded transparently alongside the company’s most recent earnings data, which showed an EPS outperformance and a slight revenue miss.

Risks

  • Insider sales can be interpreted in multiple ways and do not alone determine future stock performance - affects investor sentiment in the energy and financial markets.
  • PBF’s revenue for Q4 2025 slightly missed expectations, introducing uncertainty about top-line momentum in the energy sector.
  • InvestingPro’s assessment that the stock appears overvalued relative to Fair Value highlights valuation risk for potential buyers in energy and broader equity markets.

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