Arcosa CEO disposes of 667,240 shares in merger
The phantom units settled in cash upon Carrillo's termination of services, and each unit was economically equivalent to one common share.
Sentiment and the balance of points
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Form Type
4
Rhea-AI Filing Summary
Arcosa, Inc. President & CEO Antonio Carrillo reported transactions on October 23, 2026: 168,305 shares acquired through vesting of restricted stock units subject to performance criteria, and 667,240 common shares disposed of under the merger agreement. The agreement provided $150.00 per common share and accrued but unpaid dividend equivalents on awards, as applicable. Carrillo also disposed of 4,887 phantom stock units, settled in cash upon termination of service; each unit was economically equivalent to one common share. No Rule 10b5-1 plan is reported.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Carrillo Antonio
Role
President & CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Disposition | Arcosa Phantom Stock Units F4, F3 | 4,887 | $150.00 | $733K |
| Grant/Award | Common Stock F1 | 168,305 | $0.00 | $0.00 |
| Disposition | Common Stock F2 | 667,240 | $150.00 | $100.09M |
Holdings After Transaction:
Arcosa Phantom Stock Units — 0 contracts (Direct);
Common Stock — 0 shares (Direct)
Footnotes (4)
- F1. Represents the vesting of restricted stock units subject to performance criteria pursuant to the terms of the Agreement and Plan of Merger, dated June 21, 2026, by and among CRH Americas, Inc., Neon Merger Sub, Inc., and Arcosa, Inc. (the "Merger Agreement").
- F2. Disposed of pursuant to the Merger Agreement in exchange for a cash payment of (i) $150.00 per share of common stock and (ii) $150.00 per share of common stock underlying awards of restricted stock and restricted stock units, as applicable, plus any accrued but unpaid dividend equivalents in respect of such awards.
- F3. The Arcosa phantom stock units were accrued under the Arcosa, Inc. Deferred Plan for Director Fees (the "Plan"). Each share of phantom stock units was the economic equivalent of one share of common stock. The phantom stock units settled in cash upon the reporting person's termination of services with Arcosa.
- F4. Price determined as of September 30, 2026 pursuant to the terms of the Plan.
Key Figures
Common shares disposed of: 667,240 shares
Merger agreement price per common share: $150.00 per share
Shares acquired at vesting: 168,305 shares
+3 more
6 metrics
Common shares disposed of
667,240 shares
Disposition under the merger agreement on October 23, 2026
Merger agreement price per common share
$150.00 per share
Common-stock consideration
Shares acquired at vesting
168,305 shares
Restricted stock units subject to performance criteria, October 23, 2026
Phantom stock units disposed of
4,887 units
Settled in cash upon termination of services with Arcosa, October 23, 2026
Phantom-unit price
$150.00 per share
Determined as of September 30, 2026 under the Plan
Phantom units following transaction
0 units
Reported position following the transaction
Key Terms
phantom stock units, restricted stock units, dividend equivalents, Deferred Plan for Director Fees
4 terms
phantom stock units financial
"Arcosa phantom stock units were accrued under the Arcosa, Inc. Deferred Plan for Director Fees"
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
restricted stock units financial
"vesting of restricted stock units subject to performance criteria"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
dividend equivalents financial
"accrued but unpaid dividend equivalents in respect of such awards"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
Deferred Plan for Director Fees technical
"accrued under the Arcosa, Inc. Deferred Plan for Director Fees"
A deferred plan for director fees lets a company delay paying board members their compensation until a future date or convert it into a future payment vehicle, such as cash at a later time or equity that vests over years. For investors, it matters because deferral can conserve current cash and tie directors’ rewards to long-term company performance—similar to choosing to receive part of your paycheck later to encourage long-term commitment—but it also creates future obligations that affect shareholder value and bankruptcy risk.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many Arcosa (ACA) phantom stock units remained after Antonio Carrillo's transaction?
Carrillo had 0 phantom stock units following the disposition of 4,887 units. They settled in cash upon termination of his services with Arcosa; each unit was economically equivalent to one common share, and the $150.00 per-share price was determined as of September 30, 2026 under the Plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
