STOCK TITAN

Plan move shifts 5,966 McGrath RentCorp (MGRC) shares in KSOP

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

MCGRATH RENTCORP Chief Strategy Officer Kristina Van Trease reported an internal plan-related share reallocation involving 5,966 shares of Common Stock. The transaction was coded as an “other” restructuring and is held indirectly through the company’s KSOP. Following this move, 7,334 shares are held indirectly in the plan. According to the footnote, the acquisition was made under a diversification election within the company’s Employee Stock Ownership and 401(k) Plan, and the proceeds remained in that plan rather than being taken as cash or traded in the open market.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
VAN TREASE KRISTINA

(Last) (First) (Middle)
5700 LAS POSITAS ROAD

(Street)
LIVERMORE CA 94551

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
MCGRATH RENTCORP [ MGRC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Strategy Officer
3. Date of Earliest Transaction (Month/Day/Year)
03/12/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 03/12/2026 J 5,966(1) A $104 7,334 I By KSOP
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Acquisition made pursuant to a diversification election under the McGrath RentCorp Employee Stock Ownership and 401(k) Plan. The proceeds of the acquisition remained in the Plan.
Keith Pratt, POA for Kristina Van Trease Whitney 03/16/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did MCGRATH RENTCORP (MGRC) report for Kristina Van Trease?

MCGRATH RENTCORP reported that Chief Strategy Officer Kristina Van Trease had 5,966 shares of Common Stock reallocated through an internal plan transaction. This was coded as an “other” restructuring within the company’s KSOP and Employee Stock Ownership and 401(k) Plan.

Was the MCGRATH RENTCORP (MGRC) Kristina Van Trease transaction an open-market buy or sell?

The transaction was not an open-market buy or sell. It was classified as an “other” acquisition or disposition tied to a diversification election within the Employee Stock Ownership and 401(k) Plan, with proceeds remaining inside the plan rather than being traded externally.

How many MCGRATH RENTCORP (MGRC) shares does Kristina Van Trease hold after the Form 4 transaction?

After the reported restructuring transaction, Kristina Van Trease is shown as indirectly holding 7,334 shares of MCGRATH RENTCORP Common Stock. These shares are held through the company’s KSOP as part of the Employee Stock Ownership and 401(k) Plan structure.

What does “By KSOP” mean in the MCGRATH RENTCORP (MGRC) Form 4 filing?

“By KSOP” indicates that the 7,334 MCGRATH RENTCORP shares are held indirectly through the company’s combined Employee Stock Ownership and 401(k) Plan. The plan, not the individual directly, is the formal holder of the shares following the diversification election transaction.

How is the 5,966-share MCGRATH RENTCORP (MGRC) transaction characterized in the Form 4 summary?

The 5,966-share transaction is characterized as an “other” restructuring event, not a conventional buy or sell. It reflects a diversification election within the company’s Employee Stock Ownership and 401(k) Plan, with the value remaining invested inside that retirement plan structure.
Mcgrath Rentcorp

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2.59B
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Rental & Leasing Services
Services-equipment Rental & Leasing, Nec
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United States
LIVERMORE