DEFA14A ·Filed Apr 7, 2026
Proxy solicitation materials
Actionable Insight • Neutral
Monitor the outcome of the Say on Pay vote and the incentive plan amendment, as these could signal investor sentiment on executive compensation and future governance.
Final — all horizons settled through T+60d
TH ▲ +34.52% at T+60d
NEUTRAL call +34.52% · α vs SPY +21.25% · entry $13.73 → $18.47
T+1d
+4.44%
call +4.44% · α +1.90%
$14.34
settled 7mo ago
T+5d
+5.83%
call +5.83% · α +0.50%
$14.53
settled 7mo ago
T+20d
+10.34%
call +10.34% · α +0.56%
$15.15
settled 6mo ago
T+60d
+34.52%
call +34.52% · α +21.25%
$18.47
settled 4mo ago
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Executive Summary
Target Hospitality Corp. is holding its 2026 annual meeting to elect six directors, ratify Ernst & Young as auditors, approve executive compensation (Say on Pay), and amend its 2019 Incentive Award Plan. This follows recent board changes and executive performance stock grants.
Key Financial Metrics
Vote
director election
Meeting
2026-05-21
Seats Contested
6
Key Facts
- Annual meeting scheduled for May 21, 2026
- Six director nominees: James B. Archer, Alex Hernandez, Martin Jimmerson, Linda Medler, Pamela H. Patenaude, Stephen Robertson
- Proposals include ratifying Ernst & Young as auditors, Say on Pay vote, and amending the 2019 Incentive Award Plan
- Recent 8-K filing on March 11, 2026 reported board/executive changes and reissuance of 2023 Executive Performance Stock Unit Agreements
Financial Impact
Amendment to 2019 Incentive Award Plan could impact future executive compensation
executive compensationshareholder voting
Risk Factors
- Potential shareholder dissent on executive compensation
- Risk of auditor ratification not passing
Market Snapshot
Exchange
Nasdaq
Sector
Hotels, Rooming Houses, Camps & Other Lodging Places
Investment Themes
Services
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001104659-26-040127 |
| Document: 0001104659-26-040127-index-headers.html | 0001104659-26-040127 |
| Document: 0001104659-26-040127-index.html | 0001104659-26-040127 |
| Document: 0001104659-26-040127.txt | 0001104659-26-040127 |
14 reports for TH
83% Hit rate @ T+1 Went positive at some point 5 of 6 best @ T+20▲ +26.82%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | SC 13D/A | $14.09 | awaiting T+1 | — | $14.24 (−1.10%) |
Oct 5, 2026 21d ago | SC 13D/A | $18.54 $18.26 | ▲ +1.51% | ▲ +1.27% | $14.24 (+23.17%) |
Sep 18, 2026 5w ago | Insider Cluster | $21.28 $21.19 | ▼ −0.42% | ▼ −0.41% | $14.24 (−33.06%) |
Sep 1, 2026 8w ago | 8-K | $18.07 $18.39 | ▲ +1.77% | ▲ +1.33% | $14.24 (−21.17%) |
Aug 26, 2026 8w ago | 8-K | $16.78 $18.96 | ▲ +12.99% | ▲ +12.34% | $14.24 (−15.11%) |
Aug 10, 2026 11w ago | 8-K | $16.07 $16.62 | ▲ +3.42% | ▲ +3.74% | $14.24 (−11.36%) |
Aug 5, 2026 11w ago | 8-K | $15.76 $16.00 | ▲ +1.52% | ▲ +1.68% | $14.24 (−9.61%) |
Aug 3, 2026 12w ago | Press Release | $15.79 $15.99 | ▲ +1.27% | ▼ −0.54% | $14.24 (−9.78%) |
May 28, 2026 21w ago | 8-K | $17.36 $17.17 | ▲ +1.09% | ▲ +1.35% | $14.24 (+17.94%) |
May 11, 2026 24w ago | 8-K | $18.08 $17.48 | ▼ −3.32% | ▼ −3.18% | $14.24 (−21.21%) |
Showing 10 of 14
US Market Status
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