GEORGE MARCUS J 4

What Happened
George Marcus J, a director of Thermon Group Holdings, disposed of a total of 52,689 Thermon shares (52,639 + 50) on June 1, 2026 via "disposition to the issuer" entries related to Thermon's merger with CECO Environmental. The filing lists no per-share price (N/A) because the shares were converted under the Merger Agreement; the reporting person elected the mixed consideration (0.6840 CECO shares + $10.00 cash per Thermon share). Based on that election, the shares would convert to approximately 36,039.276 CECO shares plus $526,890 cash in aggregate, subject to any proration under the merger.

Key Details

• Transaction date: 2026-06-01; Form 4 filed 2026-06-03 (appears timely).
• Dispositions: 52,639 shares and 50 shares (total 52,689); price shown as N/A (merger conversion).
• Consideration elected: Mixed consideration — 0.6840 CECO shares + $10.00 cash per Thermon share (actual amounts subject to proration).
• Estimated gross consideration (pre-proration): ~36,039.276 CECO shares and $526,890 cash.
• Shares owned after transaction: Not specified in the filing.
• Footnotes: F1–F3 explain the merger, election of mixed consideration, and that the reporting person disclaims beneficial ownership except for any pecuniary interest.

Context
These were merger-related dispositions (conversion/surrender of Thermon shares to the issuer as part of the CECO merger), not open-market sales. Such conversions reflect the mechanics of the transaction and the holder’s election of how to receive merger consideration; they do not, by themselves, indicate the reporting person's market view. Proration rules in the Merger Agreement could change the final mix of cash vs. CECO shares received.