Insider Trading March 26, 2026

PBF Energy General Counsel Sells $3.15M in Stock, Exercises Equivalent Options

Trecia M. Canty disposes of 62,999 shares while simultaneously exercising options for the same number of shares; company posted stronger-than-expected Q4 2025 EPS but a slight revenue miss

By Caleb Monroe PBF
PBF Energy General Counsel Sells $3.15M in Stock, Exercises Equivalent Options
PBF

PBF Energy Inc.'s senior legal executive, Trecia M. Canty, executed a sale of 62,999 Class A shares on March 24, 2026, for $50.00 each, generating $3.15 million, and on the same day exercised options to purchase 62,999 shares at $21.38 each. The company reported adjusted Q4 2025 EPS of $0.66, beating forecasts, while revenue narrowly trailed expectations at $7.14 billion. InvestingPro’s Fair Value analysis indicates the stock may be overvalued at current market levels.

Key Points

  • Trecia M. Canty sold 62,999 Class A shares at $50.00 each on March 24, 2026, for total proceeds of $3.15 million.
  • On the same day she exercised options for 62,999 shares at $21.38, valued at $1.35 million; Canty now directly holds 191,779 shares.
  • PBF posted adjusted Q4 2025 EPS of $0.66 versus an expected -$0.20, while revenue was $7.14 billion versus a $7.17 billion forecast; InvestingPro flags the stock as potentially overvalued.

Trecia M. Canty, serving as Senior Vice President and General Counsel at PBF Energy Inc, sold 62,999 shares of the company’s Class A Common Stock on March 24, 2026. The shares changed hands at $50.00 apiece, yielding proceeds of $3.15 million.


On the same date Canty also exercised stock options to acquire 62,999 shares at an exercise price of $21.38 per share, representing a notional value of $1.35 million. Following the combination of the sale and the option exercise, Canty’s direct ownership in PBF Energy stands at 191,779 shares.


At the time of the transactions PBF was trading close to its 52-week high of $51.80 and has appreciated about 171% over the prior twelve months. Independent Fair Value estimates cited by InvestingPro indicate the stock appears overvalued at current market prices.


Separately, PBF Energy released its fourth-quarter 2025 results, reporting adjusted earnings per share of $0.66, a figure that materially exceeded the consensus analyst estimate of negative $0.20. Revenue for the quarter was $7.14 billion, which was slightly below the $7.17 billion analysts had anticipated.

The company’s earnings surprise was followed by a positive move in pre-market trading. The report did not note any recent analyst upgrades or downgrades for PBF Energy.


These disclosures—an insider sale balanced by a simultaneous option exercise, a strong adjusted EPS print alongside a minor revenue shortfall, and a Fair Value assessment that flags potential overvaluation—are all available data points for market observers to consider. The factual record presented here is limited to the transactions, the company’s reported quarterly figures, the cited Fair Value conclusion, and the absence of recent analyst rating changes.

Risks

  • Valuation risk: InvestingPro’s Fair Value estimates suggest PBF may be overvalued at current market levels, which can affect equity returns in the energy sector.
  • Top-line risk: The company’s Q4 2025 revenue of $7.14 billion missed the $7.17 billion expectation, introducing uncertainty about revenue momentum in the energy and refining sectors.
  • Analyst coverage uncertainty: No recent analyst upgrades or downgrades were reported, which may limit fresh external guidance for investors assessing PBF’s outlook.

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