Form 4: Arcosa CEO Carrillo Accrues Phantom Stock Units
Statement of Changes in Beneficial Ownership
Arcosa, Inc. President and CEO Antonio Carrillo reported the acquisition of 2 phantom stock units under a deferred compensation plan.
Summary
- Antonio Carrillo, President & CEO and Director of Arcosa, Inc. (ACA), reported changes in beneficial ownership.
- Carrillo acquired 2 Arcosa Phantom Stock Units on December 31, 2025.
- These units were accrued under the Arcosa, Inc. Deferred Plan for Director Fees.
- Each phantom stock unit is economically equivalent to one share of common stock.
- The units settle in cash upon Carrillo's termination of services with Arcosa.
- The price of the derivative security was $106.32 per unit.
- Following this transaction, Carrillo beneficially owns 4,881 phantom stock units.
Sentiment
Score: 5
Explanation: Neutral, as this is a routine disclosure of executive compensation and does not indicate significant positive or negative operational or financial performance.
Positives
- The acquisition of phantom stock units aligns management's interests with shareholders, as the units are tied to common stock value.
- Participation in the Deferred Plan for Director Fees indicates a structured compensation approach for executives.
Future Outlook
The phantom stock units are designed to settle in cash upon the reporting person's termination of services with Arcosa.
Industry Context
This filing is a routine disclosure of executive compensation, common across all publicly traded companies, and does not provide specific industry-related insights beyond the company's internal compensation practices.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Compensation Plan Disclosure | The filing details the accrual of phantom stock units under the Arcosa, Inc. Deferred Plan for Director Fees, which is a component of the company's executive compensation and governance structure. | 12/31/2025 | Reinforces existing executive compensation framework, aligning executive interests with long-term company performance through equity-linked incentives. |
Stakeholder Impact
- Shareholders: Minor positive impact due to increased alignment of executive incentives with shareholder value.
- Employees: No direct impact on general employees.
Next Steps
- The phantom stock units will settle in cash upon Antonio Carrillo's termination of services with Arcosa.
Key Dates
| Date | Description |
|---|---|
| 12/31/2025 | Date of earliest transaction for the acquisition of phantom stock units. |
| 01/02/2026 | Signature date of the reporting person's power of attorney. |
Keywords
Arcosa, ACA, Antonio Carrillo, Form 4, Insider Trading, Phantom Stock Units, Deferred Compensation, Executive Compensation, Director Fees
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