ACA.NYSEArcosa, INC

Form 4: Arcosa Director Boosts Phantom Stock Holdings

Sentiment:

Insider Transaction Report


Arcosa Director John W. Lindsay acquired 3 phantom stock units, increasing his beneficial ownership to 7,392 units.

Summary

  • Arcosa, Inc. Director John W. Lindsay acquired 3 Arcosa Phantom Stock Units on September 30, 2025.
  • The phantom stock units were accrued under the Arcosa, Inc. Deferred Plan for Director Fees.
  • Each phantom stock unit is the economic equivalent of one share of common stock.
  • The acquisition price for each phantom stock unit was $93.71.
  • Following this transaction, John W. Lindsay beneficially owns a total of 7,392 Arcosa Phantom Stock Units.
  • These phantom stock units settle in cash upon the reporting person's termination of services with Arcosa.

Sentiment

Score: 7

Explanation: The acquisition of phantom stock units by a director, even as part of a compensation plan, generally indicates continued alignment of interests with the company's performance and shareholder value, contributing to a slightly positive sentiment.

Positives

  • Director John W. Lindsay increased his beneficial ownership of phantom stock units, which can signal continued alignment of management interests with shareholder value.

Future Outlook

The filing does not contain any forward-looking statements or guidance beyond the nature of the phantom stock units settling in cash upon termination of services.

Industry Context

This filing is a routine disclosure of an insider transaction and does not provide broader industry context or competitive analysis.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Existing Policy ApplicationDirector John W. Lindsay accrued phantom stock units under the Arcosa, Inc. Deferred Plan for Director Fees, demonstrating the ongoing application of the company's director compensation structure.09/30/2025Reinforces the existing director compensation framework, which aims to align director incentives with long-term company performance and shareholder interests.

Related Party Transactions

  • Director John W. Lindsay acquired phantom stock units as part of his compensation under the Arcosa, Inc. Deferred Plan for Director Fees, which is a standard related-party transaction for director remuneration.

Stakeholder Impact

  • Shareholders: The transaction indicates continued alignment of a director's financial interests with the company's performance, potentially fostering confidence.
  • Employees: No direct impact mentioned.

Key Dates

DateDescription
09/30/2025Transaction date for the acquisition of 3 Arcosa Phantom Stock Units by Director John W. Lindsay.
10/02/2025Date the Statement of Changes in Beneficial Ownership (Form 4) was filed.

Keywords

Arcosa, ACA, Form 4, Insider Transaction, Phantom Stock Units, Director Compensation, Beneficial Ownership

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