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Clark Barbara reported acquisition or exercise transactions in this Form 4 filing.
Sunbelt Rentals Holdings SVP & Chief Accounting Officer Barbara Clark received an equity grant of 4,742 restricted stock units (RSUs). The grant was made at no cash cost and increases her direct holdings to 38,721 shares of common stock, assuming full vesting.
These RSUs were granted under the Company’s 2026 Omnibus Equity Incentive Plan. One-third of the units will vest on each of 06/19/2027, 06/19/2028, and 06/19/2029, providing a multi-year, time-based incentive tied to her continued service.
Sunbelt Rentals Holdings EVP & General Counsel Lynne Fuller-Andrews reported share dispositions that were strictly for tax withholding on equity awards, not open-market trades. On June 19 and 20, 2026, a total of 3,415 shares of Common Stock were withheld at $86.06 per share.
The footnotes state these shares were withheld upon vesting of performance stock units and restricted stock units to cover tax obligations, including PSUs whose performance condition was deemed satisfied on March 2, 2026 in connection with the company’s initial NYSE listing. After these transactions, she directly holds 33,044 shares of Sunbelt Rentals Holdings common stock.
Sunbelt Rentals Holdings, Inc. Chief Operating Officer John Washburn reported routine tax-related share dispositions. On June 19 and June 20, 2026, a total of 4,654 shares of Common Stock were withheld at $86.06 per share to cover tax withholding obligations tied to vesting equity awards.
Footnotes explain that 3,827 of these shares were withheld upon vesting of performance stock units whose performance condition was deemed satisfied in connection with the company’s initial listing on the New York Stock Exchange, and 827 shares were withheld upon vesting of restricted stock units. These are not open-market sales. After these transactions, Washburn directly holds 69,042 shares of Common Stock.
Sunbelt Rentals Holdings SVP & Chief Accounting Officer Barbara Clark reported routine share dispositions to cover taxes on equity awards. On June 19, 2026 and June 20, 2026, a total of 2,362 shares of common stock were withheld at a price of $86.06 per share to satisfy tax withholding obligations on vested performance stock units and restricted stock units. These transactions were not open-market sales, and Clark continues to hold 33,979 shares of Sunbelt common stock directly after the reported activity.
Sunbelt Rentals Holdings, Inc. executive vice president Brad Lull reported a routine compensation-related share withholding. On the vesting of restricted stock units, 745 shares of Common Stock were withheld at $86.06 per share to cover tax obligations. After this tax-withholding disposition, he directly holds 82,040 shares of Common Stock.
Sunbelt Rentals Holdings, Inc. Executive VP, Specialty, Kyle Horgan reported routine share dispositions tied to equity award vesting, not open-market sales. On June 19 and June 20, 2026, a total of 4,024 shares of common stock were withheld at $86.06 per share to cover tax withholding obligations.
According to the footnotes, the June 19 withholding related to vesting performance stock units whose performance condition was deemed satisfied in connection with the company’s New York Stock Exchange listing, while the June 20 withholding related to restricted stock unit vesting. After these tax withholdings, Horgan directly owned 88,233 shares of common stock.
Sunbelt Rentals Holdings, Inc. Chief Executive Officer Brendan Horgan reported a tax-related share disposition tied to equity compensation. On the vesting of previously granted performance stock units, 24,567 shares of common stock were withheld at $86.06 per share to cover tax withholding obligations rather than being sold on the open market.
The footnote explains that the performance condition for these PSUs was deemed satisfied on March 2, 2026 in connection with the company’s initial listing on the New York Stock Exchange. After the withholding, Horgan continues to hold 702,834 shares of common stock directly, reflecting a substantial ongoing equity stake in Sunbelt Rentals.
Sunbelt Rentals Holdings, Inc. reports full-year results and outlines its strategy as a large international equipment rental company operating under the Sunbelt Rentals brand. For the year ended April 30, 2026, the company generated revenue of $11,154 million, operating income of $2,181 million and adjusted operating profit of $2,500 million, compared with revenue of $10,791 million, operating income of $2,499 million and adjusted operating profit of $2,615 million a year earlier.
The rental fleet had an original cost of $19,231 million as of April 30, 2026, with an average age of about 53 months, and the company operated 1,611 stores across North America and the United Kingdom. Revenue was split 58% from North America – General Tool, 33% from North America – Specialty and 9% from the United Kingdom in 2026. Sunbelt highlights competitive strengths including scale, diversified customers, a large Specialty offering, technology investments under its Sunbelt Edge™ platform and its five-year Sunbelt 4.0 growth plan focused on customer service, network expansion, performance, sustainability and disciplined capital allocation.
Sunbelt Rentals Holdings, Inc. reported fiscal fourth-quarter and full-year 2026 results showing modest growth in rental activity but lower profitability. Full-year total revenue reached $11,154 million with rental revenue up 3.4%, while net income was $1,325 million and earnings per share $3.15, both below the prior year.
Adjusted metrics remained solid, with full-year adjusted EBITDA of $4,677 million and a 41.9% adjusted EBITDA margin, and free cash flow of $2,055 million. The company returned $1,877 million to shareholders, including $1,413 million of share buybacks and $464 million in dividends, and announced a final dividend of $0.75, bringing the full-year dividend to $1.125, a 4% increase. Sunbelt plans to move to a quarterly dividend in fiscal 2027.
The company also announced a bolt-on acquisition of Reliant Asset Management, ongoing restructuring costs related to its redomiciliation, U.S. listing and U.K. operational changes, and net leverage of 1.6x. Separately, Sunbelt expects to hold its first annual meeting of stockholders on September 1, 2026, with advance notice for director nominations and proposals due by July 3, 2026.
Vanguard Capital Management reported beneficial ownership of 31,469,998 shares of Sunbelt Rentals Holdings Inc common stock, representing 7.61% of the class as of 03/31/2026. The filing shows sole voting power for 5,370,958 shares and sole dispositive power for all 31,469,998 shares.