Insider Trading April 1, 2026

PBF Energy SVP Disposes $4.8M in Shares After Exercising Options

James E. Fedena sold 77,026 Class A shares as he simultaneously exercised options for 77,085 shares; transactions filed with the SEC

By Caleb Monroe PBF
PBF Energy SVP Disposes $4.8M in Shares After Exercising Options
PBF

PBF Energy Inc. Senior Vice President James E. Fedena sold 77,026 shares of Class A Common Stock on March 30 and 31, 2026, generating about $4.8 million. At the same time he exercised options to acquire 77,085 shares at strike prices ranging from $6.72 to $35.30, according to a Form 4 filing. The stock has been trading near its 52-week high amid a 149% year-over-year gain and recent stronger-than-expected fourth-quarter 2025 adjusted EPS.

Key Points

  • James E. Fedena sold 77,026 shares of PBF Energy Class A Common Stock on March 30-31, 2026, for roughly $4.8 million.
  • Fedena exercised options to acquire 77,085 shares at strikes between $6.72 and $35.30, paying $2,085,725 in total.
  • The transactions occurred as PBF stock traded near its 52-week high of $52.18 after a 149% one-year gain; Q4 2025 adjusted EPS beat expectations while revenue slightly missed estimates - impacts observed in equity and energy market assessments.

Senior Vice President James E. Fedena of PBF Energy Inc. (NYSE:PBF) completed a series of equity transactions at the end of March 2026, selling a total of 77,026 shares of the company's Class A Common Stock and exercising stock options tied to 77,085 shares, filings with the Securities and Exchange Commission show.

The share dispositions occurred on March 30 and March 31, with executed sale prices ranging from $49.52 to $51.66 per share. The cumulative proceeds from the share sales were approximately $4.8 million. The timing of the sales coincides with PBF's shares trading near their 52-week high of $52.18, after a 149% gain over the last year.

Details in the Form 4 specify that on March 30 Fedena sold 18,941 shares at $51.66 per share. On March 31 he sold multiple tranches: 20,000 shares at $49.7162, 25,000 shares at $49.5354, 12,500 shares at $49.5204, 4,115 shares at $49.655, 7,407 shares at $49.66 and 8,063 shares at $49.5594.

In parallel with those sales, Fedena exercised option grants to acquire 77,085 shares of Class A Common Stock at exercise prices that ranged from $6.72 to $35.30, with a total exercise cost of $2,085,725. The Form 4 lists the exercised option tranches on March 31 as: 20,000 shares at $31.32, 25,000 shares at $29.66, 12,500 shares at $35.30, 4,115 shares at $27.86, 7,407 shares at $6.72 and 8,063 shares at $13.91.

After completing those transactions, Fedena is reported to directly own 139,016 shares of PBF Energy Inc. Class A Common Stock. He additionally holds an indirect interest in 11,301.255 shares through PBF Energy Inc.'s 401(k) Plan, as reflected in the filing.

Market commentary from InvestingPro, referenced in the filing summary, indicates PBF was trading slightly above its Fair Value and appeared on the platform's Most Overvalued list. The InvestingPro analysis is said to include further ProTips and detailed financial metrics for the company.

Separately, PBF Energy published its fourth-quarter 2025 results showing an adjusted earnings per share of $0.66, which exceeded expectations for a loss of $0.20 per share. Revenue for the quarter totaled $7.14 billion, narrowly missing analyst estimates of $7.17 billion. The filings note that analyst responses to the quarter's results have not been detailed in the recent updates.

These filings and the company results together provide a snapshot of insider activity and recent financial performance, which investors may use when evaluating PBF Energy's near-term positioning and market valuation.


Source document: SEC Form 4 filings disclosed the transactions and option exercises. Financial results for Q4 2025 were cited in the company's reported earnings.

Risks

  • Insider share sales coincided with the stock trading near its 52-week high, introducing uncertainty for equity-market participants monitoring insider activity - impacts equity and investor sentiment in the energy sector.
  • PBF's Q4 2025 revenue missed analyst expectations even though adjusted EPS beat forecasts, leaving a degree of uncertainty about future top-line performance - affects evaluations in financial markets and energy-company valuations.
  • Analyst reactions to the recent results were not detailed in recent updates, creating limited visibility on professional market interpretation of the results and insider transactions - relevant to investors tracking analyst-driven guidance for energy equities.

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