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sellModerate

TDR Capital II Investments LP sold $202M of TH

owner at Target Hospitality Corp.. 11,000,000 shares at an average of $18.40, traded Oct 1, 2026, filed Oct 5, 2026.

Warning score
47
Value
$202M
11,000,000 shares
Holdings after
16,226,363
-40% from before
From 52-week low
+229%
low $6.22, close $20.48
From 52-week high
-5%
high $21.45, as of Oct 1, 2026

Score components

  • Role
    10% owner
    +12
  • Trade size
    $202.4M at market
    +25
  • Share of holdings sold
    Sold 40% of holdings
    +10
  • Cluster
    No other insider selling within 14 days
    0

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

THOct 9, 2026 · close 18.41
Since filing Oct 5, 2026: -2.6%SPY +0.5% · excess -3.1%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000950142-26-002685, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Oct 1, 2026SOpen-market sale
Common Stock, par value $0.0001 per shareindirect: See footnotes
-11,000,000$18.40$202M16,226,3637 d ago

Related signals

Other insiders at Target Hospitality Corp. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
33Weak
THbuy 2
Target Hospitality Corp.
Troy C. Schrenk
Chief Commercial Officer
$125k
5,907 shares
+3%
41Moderate
THbuy 2
Target Hospitality Corp.
James Bradley Archer
Director and CEO and President
$250k
13,385 shares
+1%
3Weak
THsell10b5-1
Target Hospitality Corp.
Heidi Diane Lewis
EVP, General Counsel & Sec
$66k
9,000 shares
-6%
5Weak
THsell10b5-1
Target Hospitality Corp.
Heidi Diane Lewis
EVP, General Counsel & Sec
$114k
13,456 shares
-9%
55Moderate
THbuy
Target Hospitality Corp.
Stephen Robertson
director
$993k
125,000 shares
+39%
2Weak
THsell10b5-1
Target Hospitality Corp.
Heidi Diane Lewis
EVP, General Counsel & Sec
$60k
9,000 shares
-6%
58Moderate
THbuy
Target Hospitality Corp.
Stephen Robertson
director
$993k
145,000 shares
+83%
3Weak
THsell10b5-1
Target Hospitality Corp.
Heidi Diane Lewis
EVP, General Counsel & Sec
$64k
9,000 shares
-5%
13Weak
THsell 210b5-1
Target Hospitality Corp.
Heidi Diane Lewis
EVP, General Counsel & Sec
$107k
12,256 shares
-7%
24Weak
THsell 210b5-1
Target Hospitality Corp.
Troy C. Schrenk
SEVP, Operations & CCO
$423k
49,344 shares
-22%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.