Insider Trading January 22, 2026

Target Hospitality EVP Heidi Lewis Disposes of $66K in Shares Amid Expansion Plans

Stock sale aligns with 10b5-1 plan as company ramps up accommodations capacity and secures new contracts

By Ajmal Hussain TH
Target Hospitality EVP Heidi Lewis Disposes of $66K in Shares Amid Expansion Plans
TH

Heidi Diane Lewis, Executive Vice President, General Counsel & Secretary at Target Hospitality Corp, sold 9,000 shares of the company's stock on January 20, 2026, for approximately $66,060. This transaction was made under a prearranged 10b5-1 plan. Target Hospitality is expanding its accommodation capacity and has secured significant contracts that are expected to drive revenue growth, while analysts maintain price targets suggesting potential upside despite recent unprofitability.

Key Points

  • Heidi Diane Lewis, EVP and General Counsel at Target Hospitality Corp, sold 9,000 shares totaling approximately $66,060 under a 10b5-1 trading plan, retaining ownership of over 131,000 shares.
  • Target Hospitality is expanding its data center accommodation capacity by 400 beds, aiming to generate about $40 million in committed revenue through March 2028, with extension options through 2032.
  • The company secured a $35 million multi-year contract to provide workforce accommodations for a power generation project in Northern Nevada, supporting mining and data center energy needs.
  • Cyril J. Hahamski was appointed Chief Accounting Officer, indicating strengthening of the company's financial management as it scales operations.

On January 20, 2026, Heidi Diane Lewis, serving as Executive Vice President, General Counsel, and Secretary of Target Hospitality Corp (NASDAQ:TH), completed the sale of 9,000 shares of company common stock. The shares were sold for an average price of $7.34 per share, with individual trade prices ranging from $7.28 to $7.52. This transaction yielded a total gross amount of $66,060.

This sale aligns with a 10b5-1 trading plan that Lewis established on June 12, 2025. After the completion of this sale, she retains direct ownership of 131,742 shares of Target Hospitality’s stock. This planned trade arrangement ensures compliance with regulatory guidelines concerning insider sales.

Financial data on Target Hospitality indicates that the company maintains a balance sheet with more cash than outstanding debt, contributing to a Financial Health rating categorized as "FAIR." Market analysts have set price targets between $10 and $11 per share, indicating potential for price appreciation despite the company not having posted a profit over the past twelve months.

In addition to insider activity, Target Hospitality has recently announced notable developments reflecting its strategic growth initiatives. The company is expanding its data center accommodation project, increasing capacity by 400 beds for a total of 650 beds. This project is projected to generate committed minimum revenue near $40 million during its initial two-year period ending in March 2028, with possibilities to extend the agreement through March 2032.

Moreover, Target Hospitality secured a multi-year contract valued at $35 million to provide workforce accommodations related to a power generation project in Northern Nevada. This agreement includes the construction and operation of housing facilities with capacity to support up to 250 workers. The project aims to enhance power capacity specifically to support mining operations and data center expansion in the region.

On the corporate leadership front, the company has appointed Cyril J. Hahamski as the Chief Accounting Officer. In this role, Hahamski will oversee accounting operations and financial reporting functions, supporting the company's expanding operational footprint.

These recent insider transactions and corporate developments underscore Target Hospitality’s active positioning within infrastructure support services, particularly catering to resource-intensive sectors requiring specialized accommodations.

Risks

  • Despite revenue growth potential from new contracts, Target Hospitality has not been profitable in the last twelve months, posing ongoing financial risk.
  • The company's Financial Health is rated as 'FAIR,' suggesting moderate balance sheet strength but potential vulnerabilities if market conditions worsen.
  • Expansion projects and contracts depend on continued demand in resource-intensive sectors like mining and data centers, which may be subject to economic fluctuations.

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