Form 4: Arcosa CFO Gail Peck Reports Stock Transactions

Arcosa's Chief Financial Officer, Gail M. Peck, reported the acquisition of 15,075 common shares and the disposition of 7,744 shares for tax purposes under a Rule 10b5-1 plan.

Summary

• Gail M. Peck, Chief Financial Officer of Arcosa, Inc. (ACA), reported transactions involving the company's common stock.
• On March 15, 2026, Peck acquired 15,075 shares of common stock at a price of $0 per share, which typically represents a grant or vesting of restricted stock.
• On the same date, Peck disposed of 7,744 shares of common stock at a price of $105.68 per share; this disposition was coded 'F', indicating shares withheld to cover tax obligations related to the acquisition.
• Following these transactions, Peck directly beneficially owns 88,292 shares of Arcosa common stock.
• The transactions were made pursuant to a Rule 10b5-1(c) plan, indicating a pre-arranged trading strategy.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as the CFO's net beneficial ownership increased, demonstrating continued alignment with shareholder interests, despite the tax-related disposition.

Positives

• The CFO acquired a significant number of shares (15,075), indicating continued alignment of management interests with shareholders.
• The transactions were conducted under a Rule 10b5-1 plan, suggesting pre-planned activity rather than opportunistic trading.

Negatives

• A portion of the acquired shares (7,744 shares) was immediately disposed of to cover tax liabilities, reducing the net increase in beneficial ownership.

Future Outlook

Not applicable, as this filing reports past insider transactions.

Industry Context

StockSavvy.ai notes that insider transactions, particularly acquisitions, can signal management's confidence in the company's future prospects. While the disposition was for tax purposes, the net increase in shares held by the CFO is a positive indicator within the industrial products sector.

Comparison to Industry Standards

• Insider transactions are common across all industries.
• The acquisition of shares at a $0 price point is typical for equity compensation plans, aligning with standard practices for executive remuneration in publicly traded companies.
• The subsequent sale to cover tax obligations is also a standard procedure for vested equity awards.

Stakeholder Impact

• Shareholders may view the net increase in the CFO's beneficial ownership as a positive sign of management confidence in the company's future performance.

Key Dates

Recommendation

While the net increase in the CFO's holdings is a positive signal of management confidence, this Form 4 filing alone does not provide sufficient fundamental information to warrant a 'buy' recommendation. It reinforces a 'hold' position for investors who believe in the company's long-term strategy, as it indicates continued insider alignment without revealing new operational or financial performance data.

Keywords

Arcosa, ACA, Gail Peck, CFO, Insider Trading, Form 4, Stock Transaction, Beneficial Ownership, Rule 10b5-1, Common Stock