MGRC MCGRATH RENTCORP

NEUTRAL Impact: 3/10 DEFA14A
Horizon weeks Filed Apr 24, 2026 Processed 1mo ago SEC 0001193125-26-177135
Proxy solicitation materials
Latest settled — T+20d
MGRC ▼ -5.42% at T+20d
NEUTRAL call ✗ call lost -5.42% · α vs SPY -10.37% · entry $118.11 → $111.71
Next anchor: T+60d in 5w
Last close $115.09 (close Jun 12) · -2.56% from $118.11 entry
Entry anchored
Apr 24, 03:59 PM ET
via Databento tick
T+1d
+1.63%
call +1.63% · α +2.12%
$120.04
settled 7w ago
T+5d
-5.62%
call -5.62% · α -6.02%
$111.47
settled 6w ago
T+20d
-5.42%
call -5.42% · α -10.37%
$111.71
settled 24d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

McGrath RentCorp is holding its 2026 annual shareholder meeting to vote on director elections, an amendment to its stock incentive plan, auditor appointment, and executive compensation. The board recommends voting in favor on all proposals.

Actionable Insight

Monitor the vote results for the stock incentive plan amendment, as approval would increase share count and could impact shareholder value through dilution. The non-binding say-on-pay vote provides insight into shareholder sentiment on executive compensation.

Key Facts

  • Annual meeting scheduled for June 3, 2026 for shareholders of record as of April 16, 2026
  • Board recommends voting FOR on all four proposals
  • Proposal 1: Election of 7 directors to serve until the 2027 annual meeting
  • Proposal 2: Amendment to the 2016 Stock Incentive Plan to increase authorized shares by 576,108 and extend the plan for 10 years
  • Proposal 3: Ratification of Grant Thornton LLP as independent auditors for 2026
  • Proposal 4: Non-binding approval of executive officer compensation

Financial Impact

The stock incentive plan amendment would increase authorized shares by 576,108, potentially diluting existing shareholders

dilutionexecutive_compensation

Risk Factors

  • Potential shareholder dilution from the stock incentive plan amendment
  • Shareholder opposition to executive compensation could indicate governance concerns

Market Snapshot

Exchange
Nasdaq
Sector
Services-Equipment Rental & Leasing, NEC

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-177135
Document: 0001193125-26-177135-index-headers.html0001193125-26-177135
Document: 0001193125-26-177135-index.html0001193125-26-177135
Document: 0001193125-26-177135.txt0001193125-26-177135
4 reports for MGRC
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for MGRC — sortable, filterable
Type Now
May 19, 2026
26d ago
Insider Cluster
NEUTRAL ★ 2/10
$109.83 $111.37▲ +1.40%▼ −0.40%$115.09 (+4.79%)
May 11, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$113.71 $112.76▼ −0.84%▼ −0.91%$115.09 (+1.21%)
Apr 24, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$118.11 $111.47▼ −5.62%▼ −6.02%$115.09 (−2.56%)
Feb 25, 2026
15w ago
8-K
BULLISH ★ 7/10
$115.19 $110.62▼ −3.97%▼ −2.87%$115.09 (−0.09%)
Showing 4 of 4

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