ARQ Arq, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon months Filed May 27, 2026 Processed 13d 13h ago SEC 0001515156-26-000069
8-K context-dependent: Items 5.02, 8.01
Latest settled — T+5d
ARQ ▼ -3.27% at T+5d
NEUTRAL call ✗ call lost -3.27% · α vs SPY -3.59% · entry $2.75 → $2.66
Next anchor: T+20d in 15d
Last close $2.65 (close Jun 8) · -3.64% from $2.75 entry
Entry anchored
May 27, 2026
via day open
T+1d
+0.36%
call +0.36% · α +0.12%
$2.76
settled 13d ago
T+5d
-3.27%
call -3.27% · α -3.59%
$2.66
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Arq appointed Shimon Steinmetz as EVP and CFO, effective by July 27, 2026, and disclosed the resignation of Chief Accounting Officer Stacia Hansen effective June 12, 2026. Steinmetz receives a $500K base salary, target bonus of 50% of base, LTIP target of 80% of base, and inducement equity of 250,000 RSAs and 150,000 PSUs with performance hurdles at $8/$10/$15 VWAP. The CAO's resignation was not due to any disagreement with management or the board.

Actionable Insight

The appointment of a seasoned CFO with public-company and restructuring experience signals management effort to bolster financial leadership amid a referenced organizational restructuring. The CAO resignation concurrent with a new CFO hire is routine but warrants monitoring for any further finance-team departures. The PSU vesting at $8/$10/$15 (current stock price near $3, as implied by market cap) sets aggressive long-term targets. Watch next earnings call for clarity on the restructuring scope and operating metrics.

Key Facts

  • Shimon Steinmetz appointed EVP and CFO effective on or before July 27, 2026.
  • Steinmetz receives $500,000 annual base salary, 50% STIP target, 80% LTIP target.
  • Inducement equity: 250,000 RSAs (75k vest yr 2, 175k vest yr 3) and 150,000 PSUs (50k each at $8, $10, $15 30-day VWAP).
  • Chief Accounting Officer Stacia Hansen resigned, effective June 12, 2026; no disagreement cited.
  • The press release references a 'broader organizational restructuring' to strengthen operational efficiency.

Financial Impact

Steinmetz's annual cash compensation totals $500K salary plus target 50% bonus ($250K). Inducement equity of 400,000 shares (250k RSAs + 150k PSUs) represents ~1.3% of shares outstanding based on a $107M market cap. No direct revenue or earnings impact.

dilutioncash compensation

Risk Factors

  • Dilution from 400,000 inducement equity shares (~1.3% of current market cap).
  • Risk of further departures in the finance function given CAO resignation timing.
  • Restructuring could involve one-time costs not yet quantified.

Market Snapshot

Exchange
Nasdaq
Sector
Miscellaneous Chemical Products
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001515156-26-000069
Exhibit: ex991pressrelease-newcfoan.htm0001515156-26-000069
Document: ades-20260520.htm0001515156-26-000069
Document: 0001515156-26-000069-index-headers.html0001515156-26-000069
Document: 0001515156-26-000069-index.html0001515156-26-000069
Document: 0001515156-26-000069.txt0001515156-26-000069
11 reports for ARQ
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +40.96%Mar 16, 2026
Filters
Rows
Reports for ARQ — sortable, filterable
Type Now
May 27, 2026
13d ago
8-K
NEUTRAL ★ 4/10
$2.75 $2.66▼ −3.27%▼ −3.59%$2.65 (−3.64%)
May 6, 2026
4w ago
8-K
MIXED ★ 5/10
$2.59 $2.55▼ −1.54%▼ −3.05%$2.65 (+2.32%)
May 1, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$2.45 $2.73▲ +11.43%▲ +8.49%$2.65 (+8.16%)
Apr 28, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$2.23 $2.31▲ +3.59%▲ +0.48%$2.65 (+18.83%)
Apr 22, 2026
6w ago
Press Release
NEUTRAL ★ 3/10
$2.23 $2.24▲ +0.22%▲ +0.17%$2.65 (+18.83%)
Apr 17, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$2.24 $2.28▲ +1.79%▲ +0.87%$2.65 (+18.30%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$1.88 $2.27▲ +20.74%▲ +22.79%$2.65 (+40.96%)
Mar 16, 2026
12w ago
Insider Cluster
BULLISH ★ 6/10
$1.88 $2.27▲ +20.74%▲ +22.79%$2.65 (+40.96%)
Mar 13, 2026
12w ago
Insider Cluster
BULLISH ★ 6/10
$1.92 $1.99▲ +3.65%▲ +5.76%$2.65 (+38.02%)
Mar 12, 2026
12w ago
Insider Cluster
BULLISH ★ 5/10
$2.04 $2.07▲ +1.47%▲ +2.45%$2.65 (+29.90%)
Showing 10 of 11

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