STOCK TITAN

Target Hospitality (TH) director details in-kind partner share distributions

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

Rhea-AI Filing Summary

Target Hospitality Corp. director Stephen Robertson reported internal share redistributions involving affiliated investment entities, not open-market trades. An in-kind distribution from TDR Capital allocated 348,475 shares of common stock to Ball LP and 31,667 shares to Halkin Private Capital Limited at a stated price of $0.0000 per share. Following these changes, Robertson holds 752,397 shares directly, while indirect holdings include 655,689 shares through Ball LP and 109,051 shares through Halkin, reflecting his roles and pecuniary interests in these entities.

Positive

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Insider Robertson Stephen
Role null
Type Security Shares Price Value
Other Common Stock, par value $0.0001 per share 31,667 $0.00 --
Other Common Stock, par value $0.0001 per share 348,475 $0.00 --
holding Common Stock, par value $0.0001 per share -- -- --
Holdings After Transaction: Common Stock, par value $0.0001 per share — 109,051 shares (Indirect, By Halkin Private Capital Limited); Common Stock, par value $0.0001 per share — 752,397 shares (Direct, null)
Footnotes (1)
  1. Represents an in-kind distribution of shares of common stock of the Issuer, par value $0.0001 ("Common Stock"), to partners or members of TDR Capital ("TDR"). The shares were acquired in connection with the election to receive Common Stock in lieu of cash proceeds, without additional consideration, following a secondary offering by MFA Global S.a r.l. ("MFA Global") and Arrow Holdings S.a r.l. ("Arrow"). TDR is the manager of the investment fund that is the ultimate beneficial owner of each of MFA Global and Arrow. The Reporting Person is the director and controlling stockholder of Halkin Private Capital Limited ("Halkin") and is deemed the ultimate beneficial owner of the shares of Common Stock held by Halkin. Halkin is a director and shareholder of Ball GP, the general partner to Ball LP, in which the Reporting Person is a limited partner and holds a 35.6% ownership interest. The Reporting Person may be deemed to beneficially own shares of Common Stock distributed to Halkin and a pro rata portion of the shares of Common Stock distributed to Ball LP in connection with the Offering. The Reporting Person disclaims beneficial ownership of the shares of Common Stock held by each of Halkin and Ball LP, except to the extent of his pecuniary interest therein.
Direct holdings after transactions 752,397 shares Common Stock, as of transaction date
Shares to Ball LP 348,475 shares In-kind distribution, transaction code J
Ball LP holdings after transaction 655,689 shares Indirect holding via Ball LP
Shares to Halkin 31,667 shares In-kind distribution, transaction code J
Halkin holdings after transaction 109,051 shares Indirect holding via Halkin Private Capital Limited
Restructuring shares total 380,142 shares Shares in restructuring-type transactions (code J)
Transaction price per share $0.0000 per share For J-code non-derivative transactions
Ownership interest in Ball LP 35.6% Stephen Robertson’s limited partner interest
in-kind distribution financial
"Represents an in-kind distribution of shares of common stock of the Issuer"
ultimate beneficial owner financial
"TDR is the manager of the investment fund that is the ultimate beneficial owner"
The ultimate beneficial owner is the real person who ultimately owns or controls a company or asset, even if ownership is hidden behind layers of other companies, trusts, or nominees. Investors care because knowing who truly pulls the strings reveals who makes decisions and assumes risk, helps spot conflicts of interest or legal exposure, and improves trust and compliance — think of it as finding the owner behind a curtain rather than the front-facing spokesperson.
pecuniary interest financial
"disclaims beneficial ownership ... except to the extent of his pecuniary interest"
transaction code J financial
"transaction_code": "J" ... "transaction_code_description": "Other acquisition or disposition""
indirect ownership financial
""direct_or_indirect": "I", "nature_of_ownership": "By Ball LP""
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Robertson Stephen

(Last)(First)(Middle)
9320 LAKESIDE BLVD., STE 300

(Street)
THE WOODLANDS TEXAS 77381

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Target Hospitality Corp. [ TH ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/17/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock, par value $0.0001 per share752,397D
Common Stock, par value $0.0001 per share06/17/2026J(1)31,667A(1)109,051IBy Halkin Private Capital Limited(2)(3)
Common Stock, par value $0.0001 per share06/17/2026J(1)348,475A(1)655,689IBy Ball LP(2)(3)
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents an in-kind distribution of shares of common stock of the Issuer, par value $0.0001 ("Common Stock"), to partners or members of TDR Capital ("TDR"). The shares were acquired in connection with the election to receive Common Stock in lieu of cash proceeds, without additional consideration, following a secondary offering by MFA Global S.a r.l. ("MFA Global") and Arrow Holdings S.a r.l. ("Arrow"). TDR is the manager of the investment fund that is the ultimate beneficial owner of each of MFA Global and Arrow.
2. The Reporting Person is the director and controlling stockholder of Halkin Private Capital Limited ("Halkin") and is deemed the ultimate beneficial owner of the shares of Common Stock held by Halkin. Halkin is a director and shareholder of Ball GP, the general partner to Ball LP, in which the Reporting Person is a limited partner and holds a 35.6% ownership interest.
3. The Reporting Person may be deemed to beneficially own shares of Common Stock distributed to Halkin and a pro rata portion of the shares of Common Stock distributed to Ball LP in connection with the Offering. The Reporting Person disclaims beneficial ownership of the shares of Common Stock held by each of Halkin and Ball LP, except to the extent of his pecuniary interest therein.
/s/ Heidi D. Lewis, as Attorney in Fact on behalf of Stephen Robertson06/22/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider activity did Stephen Robertson report at Target Hospitality (TH)?

Stephen Robertson reported internal share redistributions among affiliated entities. These were coded as “J” transactions, meaning other acquisitions or dispositions, and reflect restructurings rather than open-market buying or selling of Target Hospitality common stock.

How many Target Hospitality shares were distributed to Ball LP and Halkin?

The filing shows 348,475 Target Hospitality common shares distributed to Ball LP and 31,667 shares to Halkin Private Capital Limited. Both transfers occurred as in-kind distributions linked to an offering, at a stated price of $0.0000 per share.

What are Stephen Robertson’s direct and indirect Target Hospitality holdings after these transactions?

After the reported transactions, Stephen Robertson directly holds 752,397 Target Hospitality common shares. Indirectly, 655,689 shares are held through Ball LP and 109,051 shares through Halkin Private Capital Limited, reflecting his interests and roles in these affiliated investment entities.

What does the in-kind distribution in the Target Hospitality filing mean?

The in-kind distribution represents shares of Target Hospitality common stock distributed to partners or members of TDR Capital. These shares were received instead of cash proceeds, without additional consideration, following a secondary offering by MFA Global and Arrow entities managed by TDR.

Do the reported Target Hospitality transactions indicate insider buying or selling?

The filing does not show open-market buying or selling. The transactions are coded “J” for other acquisition or disposition and reflect in-kind distributions and internal reallocations among TDR Capital-related entities, rather than discretionary purchases or sales on the market.