Form 4: Arcosa CEO to Acquire Phantom Stock Units

Arcosa's President and CEO, Antonio Carrillo, is scheduled to acquire 3 phantom stock units under the company's deferred plan for director fees.

Summary

• Antonio Carrillo, President & CEO and Director of Arcosa, Inc. (ACA), is scheduled to acquire 3 phantom stock units.
• The transaction date for this acquisition is March 31, 2026.
• Each phantom stock unit is the economic equivalent of one share of common stock and was valued at $106.14.
• These units are being accrued under the Arcosa, Inc. Deferred Plan for Director Fees.
• Following this acquisition, Carrillo will beneficially own 4,884 phantom stock units.
• The phantom stock units settle in cash upon the reporting person's termination of services with Arcosa.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as an executive's scheduled acquisition of company equity, even phantom units, generally indicates confidence in the company's future prospects and aligns management incentives with shareholder interests.

Positives

• Antonio Carrillo, President & CEO and Director, is scheduled to acquire 3 phantom stock units, signaling continued alignment of management interests with shareholder value.
• The phantom stock units are part of the Arcosa, Inc. Deferred Plan for Director Fees, which encourages long-term commitment from directors.

Future Outlook

N/A This Form 4 filing reports a scheduled insider transaction and does not contain forward-looking statements or guidance regarding company performance.

Industry Context

StockSavvy.ai notes that insider acquisitions, even of phantom stock units scheduled for a future date, can signal management's confidence in the company's future performance, aligning with broader trends of executive compensation tied to long-term equity incentives.

Stakeholder Impact

• Shareholders: Potential positive signal of management confidence and alignment of interests through future equity acquisition.

Next Steps

• The actual acquisition of the 3 phantom stock units by Antonio Carrillo is scheduled for March 31, 2026.

Key Dates

Recommendation

This Form 4 reports a routine insider acquisition of phantom stock units as part of an executive compensation plan, scheduled for a future date. While it signals management confidence, it is not a significant enough event on its own to warrant a change in investment recommendation. Investors should hold and monitor broader company performance and market conditions.

Keywords

Arcosa, ACA, Antonio Carrillo, Form 4, insider transaction, phantom stock, executive compensation, deferred compensation, director fees