Insider Trading March 30, 2026

PBF Energy SVP Sells $2.57M in Stock After Exercising Long‑standing Options

Paul T. Davis disposed of 50,000 Class A shares as the stock traded near its 52‑week high; company’s Q4 2025 EPS beat while revenue narrowly trailed estimates

By Caleb Monroe PBF
PBF Energy SVP Sells $2.57M in Stock After Exercising Long‑standing Options
PBF

PBF Energy Senior Vice President Paul T. Davis sold 50,000 shares of Class A common stock on March 27, 2026, for $51.4836 per share, generating $2.57 million. The transaction followed the exercise of 50,000 options granted in 2017 at $28.67 per share. PBF’s recent quarter delivered an adjusted EPS of $0.66 versus an expected -$0.20, while revenue of $7.14 billion slightly missed projections of $7.17 billion.

Key Points

  • SVP Paul T. Davis sold 50,000 Class A shares on March 27, 2026 for $51.4836 each, totaling $2.57 million.
  • Davis exercised 50,000 options granted October 30, 2017, at $28.67 per share (totaling $1.43 million at the exercise price) and now directly owns 183,426 PBF shares.
  • PBF reported Q4 2025 adjusted EPS of $0.66 (vs. -$0.20 expected) and revenue of $7.14 billion (vs. $7.17 billion expected); shares traded near a 52‑week high of $52.18 amid a 174% one‑year gain.

Transaction overview

PBF Energy Inc. (NYSE: PBF) Senior Vice President Paul T. Davis reported a sale of 50,000 shares of Class A Common Stock on March 27, 2026, at a per‑share price of $51.4836. The disclosed proceeds from that sale total $2.57 million. The sale was recorded as part of a Form 4 filing with the U.S. Securities and Exchange Commission.

Options exercised

In the same filing, Davis also exercised stock options to acquire 50,000 shares of PBF Energy’s Class A Common Stock at an exercise price of $28.67 per share, a transaction representing $1.43 million in value at the exercise price. Those options were originally granted on October 30, 2017, and were indicated as fully vested at the time of exercise.

Post‑transaction holdings

Following the sale and the exercise of the options, the filing shows that Davis directly owns 183,426 shares of PBF Energy. The filings do not include further commentary on the purposes behind the sale or the exercise beyond the standard reporting details.

Share price context

The sale occurred while PBF’s shares were trading close to a 52‑week high of $52.18. The company’s stock has recorded a 174% gain over the past year, and the market capitalization noted in related reporting is $6.03 billion.

Recent quarterly results

Separately, PBF Energy reported fourth‑quarter 2025 results that showed an adjusted earnings per share (EPS) of $0.66, outpacing analyst expectations of -$0.20. Revenue for the quarter was $7.14 billion, slightly below the $7.17 billion analysts had forecast. The stronger adjusted EPS figure and the marginal revenue shortfall were both highlighted in post‑reporting coverage and filings.

Investor resources

The company and its financials have been subject to further valuation review and commentary through premium analytical services noted in the filing, which reference Fair Value estimates and additional analytical material for the $6.03 billion energy company.

Closing note

The Form 4 filing documents the mechanics and sizes of the transactions, the option grant date and vesting status, and the executive’s remaining direct share ownership. The report does not provide explanations for the timing of the sale or the exercise beyond the statutory disclosure requirements.

Risks

  • Revenue for Q4 2025 fell slightly short of analyst projections, recording $7.14 billion versus an expected $7.17 billion - risk to near‑term top‑line expectations for the energy sector and market participants.
  • The Form 4 and related filings do not state a motive for the sale or option exercise, leaving uncertainty about executive intent or whether the transactions reflect personal liquidity needs rather than views on company fundamentals - relevant to investor sentiment in equity and corporate governance considerations.

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