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Custom Truck One Source, Inc.

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SEC CIK
0001709682
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Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 27, 2021 Filed May 27, 2021 22:41 UTC
McMonagle RyanPresident, COO
GrantRestricted Stock Unit · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029712 · ownership.xml · derivative · entry 1

McMonagle Ryan · CIK 0001851380 · President, COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,500

Underlying: Common Stock · 162,500 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
May 27, 2021 Filed May 27, 2021 22:45 UTC
Rich Thomas R.EVP Rentals
GrantPerformance Stock Unit · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029718 · ownership.xml · derivative · entry 2

Rich Thomas R. · CIK 0001854514 · EVP Rentals

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock · 100,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

Read SEC document
May 27, 2021 Filed May 27, 2021 22:45 UTC
Rich Thomas R.EVP Rentals
GrantRestricted Stock Unit · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029718 · ownership.xml · derivative · entry 1

Rich Thomas R. · CIK 0001854514 · EVP Rentals

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock · 100,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
May 27, 2021 Filed May 27, 2021 18:38 UTC GrantPerformance Stock Unit · Derivative 17,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029707 · ownership.xml · derivative · entry 2

Carlsen James · CIK 0001854934 · CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 17,500 shares

Expires not disclosed

F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

Read SEC document
May 27, 2021 Filed May 27, 2021 18:38 UTC GrantRestricted Stock Unit · Derivative 17,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029707 · ownership.xml · derivative · entry 1

Carlsen James · CIK 0001854934 · CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 17,500 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
May 27, 2021 Filed May 27, 2021 18:31 UTC
Haubenreich Adam G.VP and General Counsel
GrantPerformance Stock Unit · Derivative 62,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029697 · ownership.xml · derivative · entry 2

Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,500

Underlying: Common Stock · 62,500 shares

Expires not disclosed

F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

Read SEC document
May 27, 2021 Filed May 27, 2021 18:31 UTC
Haubenreich Adam G.VP and General Counsel
GrantRestricted Stock Unit · Derivative 62,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029697 · ownership.xml · derivative · entry 1

Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,500

Underlying: Common Stock · 62,500 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
May 27, 2021 Filed May 27, 2021 22:40 UTC
Ross Joe P.President Sales
GrantPerformance Stock Unit · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029710 · ownership.xml · derivative · entry 2

Ross Joe P. · CIK 0001852519 · President Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock · 100,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

Read SEC document
May 27, 2021 Filed May 27, 2021 22:40 UTC
Ross Joe P.President Sales
GrantRestricted Stock Unit · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029710 · ownership.xml · derivative · entry 1

Ross Joe P. · CIK 0001852519 · President Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock · 100,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
May 27, 2021 Filed May 27, 2021 18:33 UTC GrantPerformance Stock Unit · Derivative 75,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029701 · ownership.xml · derivative · entry 2

Meader Brad · CIK 0001852169 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

Underlying: Common Stock · 75,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

Read SEC document
May 27, 2021 Filed May 27, 2021 18:33 UTC GrantRestricted Stock Unit · Derivative 75,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029701 · ownership.xml · derivative · entry 1

Meader Brad · CIK 0001852169 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

Underlying: Common Stock · 75,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
May 27, 2021 Filed May 27, 2021 22:36 UTC
Ross Fredrick M. Jr.Director · Chief Executive Officer
GrantPerformance Stock Unit · Derivative 175,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029705 · ownership.xml · derivative · entry 2

Ross Fredrick M. Jr. · CIK 0001851369 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,000

Underlying: Common Stock · 175,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

Read SEC document
May 27, 2021 Filed May 27, 2021 22:36 UTC
Ross Fredrick M. Jr.Director · Chief Executive Officer
GrantRestricted Stock Unit · Derivative 175,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029705 · ownership.xml · derivative · entry 1

Ross Fredrick M. Jr. · CIK 0001851369 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,000

Underlying: Common Stock · 175,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
May 27, 2021 Filed May 27, 2021 22:43 UTC
BARRETT RAYMOND TODDChief Accounting Officer
GrantPerformance Stock Unit · Derivative 17,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029715 · ownership.xml · derivative · entry 2

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 17,500 shares

Expires not disclosed

F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024.

Read SEC document
May 27, 2021 Filed May 27, 2021 22:43 UTC
BARRETT RAYMOND TODDChief Accounting Officer
GrantRestricted Stock Unit · Derivative 17,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-029715 · ownership.xml · derivative · entry 1

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 17,500 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
May 17, 2021 Filed Apr 6, 2022 00:28 UTC
ECP ControlCo, LLCDirector · 10% owner
ECP Management GP, LLCDirector · 10% owner
Exercise / conversionStock Option · Derivative 80,000 $0.00 Strike: $4.00 $0.00
Disclosure

SEC source: 0001213900-22-018291 · ownership.xml · derivative · entry 5

ECP ControlCo, LLC · CIK 0001707921 · Director · 10% owner

ECP Management GP, LLC · CIK 0001815147 · Director · 10% owner

Energy Capital Partners Management, LP · CIK 0001815150 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 80,000 shares

Expires 2030-06-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.nature: Represents securities held directly by Energy Capital Partners Management, LP ("ECP Management"). ECP Management GP, LLC is the general partner of ECP Management and may be deemed to share beneficial ownership of the securities held by ECP Management.

F5 · ownership.nature: ECP ControlCo, LLC ("ECP ControlCo") is the managing member of ECP III GP LLC and the sole member of ECP Management GP, LLC. As a result, ECP ControlCo may be deemed to share beneficial ownership of the securities beneficially owned by ECP III GP LLC and ECP Management GP, LLC. The managing members of ECP ControlCo are Douglas Kimmelman, Andrew Singer, Peter Labbat, Tyler Reeder and Rahman D'Argenio all of whom collectively share the power to vote and dispose of the securities beneficially owned by ECP ControlCo. Each such individual disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
May 17, 2021 Filed Apr 6, 2022 00:28 UTC
ECP ControlCo, LLCDirector · 10% owner
ECP Management GP, LLCDirector · 10% owner
Tax withholdingCommon Stock 32,852 $9.74 $319,978.48
Disclosure

SEC source: 0001213900-22-018291 · ownership.xml · nonDerivative · entry 2

ECP ControlCo, LLC · CIK 0001707921 · Director · 10% owner

ECP Management GP, LLC · CIK 0001815147 · Director · 10% owner

Energy Capital Partners Management, LP · CIK 0001815150 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 107,148

F1 · ownership.nature: Represents securities held directly by Energy Capital Partners Management, LP ("ECP Management"). ECP Management GP, LLC is the general partner of ECP Management and may be deemed to share beneficial ownership of the securities held by ECP Management.

F5 · ownership.nature: ECP ControlCo, LLC ("ECP ControlCo") is the managing member of ECP III GP LLC and the sole member of ECP Management GP, LLC. As a result, ECP ControlCo may be deemed to share beneficial ownership of the securities beneficially owned by ECP III GP LLC and ECP Management GP, LLC. The managing members of ECP ControlCo are Douglas Kimmelman, Andrew Singer, Peter Labbat, Tyler Reeder and Rahman D'Argenio all of whom collectively share the power to vote and dispose of the securities beneficially owned by ECP ControlCo. Each such individual disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
May 17, 2021 Filed Apr 6, 2022 00:28 UTC
ECP ControlCo, LLCDirector · 10% owner
ECP Management GP, LLCDirector · 10% owner
Exercise / conversionCommon Stock 80,000 $4.00 $320,000.00
Disclosure

SEC source: 0001213900-22-018291 · ownership.xml · nonDerivative · entry 1

ECP ControlCo, LLC · CIK 0001707921 · Director · 10% owner

ECP Management GP, LLC · CIK 0001815147 · Director · 10% owner

Energy Capital Partners Management, LP · CIK 0001815150 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 140,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.nature: Represents securities held directly by Energy Capital Partners Management, LP ("ECP Management"). ECP Management GP, LLC is the general partner of ECP Management and may be deemed to share beneficial ownership of the securities held by ECP Management.

F5 · ownership.nature: ECP ControlCo, LLC ("ECP ControlCo") is the managing member of ECP III GP LLC and the sole member of ECP Management GP, LLC. As a result, ECP ControlCo may be deemed to share beneficial ownership of the securities beneficially owned by ECP III GP LLC and ECP Management GP, LLC. The managing members of ECP ControlCo are Douglas Kimmelman, Andrew Singer, Peter Labbat, Tyler Reeder and Rahman D'Argenio all of whom collectively share the power to vote and dispose of the securities beneficially owned by ECP ControlCo. Each such individual disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:06 UTC
McMonagle RyanPresident, COO
OtherCommon Stock 67,926 $5.00 $339,630.00
Disclosure

SEC source: 0001213900-21-020212 · ownership.xml · nonDerivative · entry 2

McMonagle Ryan · CIK 0001851380 · President, COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,926

F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received.

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:06 UTC
McMonagle RyanPresident, COO
PurchaseCommon Stock 130,000 $5.00 $650,000.00
Disclosure

SEC source: 0001213900-21-020212 · ownership.xml · nonDerivative · entry 1

McMonagle Ryan · CIK 0001851380 · President, COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,000

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:23 UTC GrantRestricted Stock Unit · Derivative 13,631 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-020241 · ownership.xml · derivative · entry 2

NELSON GEORGIA R · CIK 0001141392 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,631

Underlying: Common Stock · 13,631 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:23 UTC PurchaseCommon Stock 25,000 $5.00 $125,000.00
Disclosure

SEC source: 0001213900-21-020241 · ownership.xml · nonDerivative · entry 1

NELSON GEORGIA R · CIK 0001141392 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Read SEC document
April 01, 2021 Filed Apr 5, 2021 16:58 UTC PurchaseCommon Stock 148,600,000 $5.00 $743,000,000.00
Disclosure

SEC source: 0001140361-21-011617 · form4.xml · nonDerivative · entry 1

PE One Source Holdings, LLC · CIK 0001855018 · 10% owner

Platinum Equity Capital Partners V, L.P. · CIK 0001778958 · 10% owner

Platinum Equity Partners V, L.P. · CIK 0001854950 · 10% owner

Platinum Equity Partners V, LLC · CIK 0001854827 · 10% owner

Platinum Equity Investment Holdings V, LLC · CIK 0001854932 · 10% owner

Platinum Equity Investment Holdings V Manager, LLC · CIK 0001854967 · 10% owner

Platinum Equity InvestCo, L.P. · CIK 0001756331 · 10% owner

Platinum InvestCo (Cayman), LLC · CIK 0001766567 · 10% owner

Platinum Equity Investment Holdings IC (Cayman), LLC · CIK 0001756330 · 10% owner

Platinum Equity Investment Holdings, LLC · CIK 0001634372 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 148,600,000

F1 · ownership.direct: Two Forms 4 are being filed, covering a total of twelve (12) reporting persons. This is the first of the two Forms 4 (the "First Form 4") and is being filed by each of: (i) PE One Source Holdings, LLC, a Delaware limited liability company ("PE One Source"), (ii) Platinum Equity Capital Partners V, L.P., a Delaware limited partnership ("PECP V"), (iii) Platinum Equity Partners V, L.P., a Delaware limited partnership ("PEP V LP"), (iv) Platinum Equity Partners V, LLC, a Delaware limited liability company ("PEP V LLC"), (v) Platinum Equity Investment Holdings V, LLC, a Delaware limited liability company ("PEIH V"), (vi) Platinum Equity Investment Holdings V Manager, LLC, a Delaware limited liability company ("PEIH V Manager"), (vii) Platinum Equity InvestCo, L.P., a Cayman Islands limited partnership ("PEIC LP"), (viii) Platinum InvestCo (Cayman), LLC, a Cayman Islands limited liability company ("PIC LLC"),

F2 · ownership.direct: (Continued From Footnote 1) (ix) Platinum Equity Investment Holdings IC (Cayman), LLC, a Delaware limited liability company ("PEIH IC LLC"), and (x) Platinum Equity Investment Holdings, LLC, a Delaware limited liability company ("Platinum Holdings"). The second of the two Forms 4 (the "Second Form 4") is being filed by (xi) Platinum Equity, LLC, a Delaware limited liability company ("Platinum Equity," and together with the entities listed in clauses (i)-(x), the "Platinum Entities," and (xii) Tom Gores, an individual and citizen of the United States (each person or entity listed in clauses (i)-(xii), a "Reporting Person" and, collectively, the "Reporting Persons"). PE One Source directly owns 148,600,000 shares of common stock, par value $0.0001 per share (the "Shares"), of Custom Truck One Source, Inc. (the "Issuer"). PECP V holds a majority of the outstanding equity in PE One Source and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PE One Source.

F3 · ownership.direct: (Continued From Footnote 2) PEP V LP is the general partner of PECP V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PECP V. PEP V LLC is the general partner of PEP V LP and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEP V LP. PEIH V holds all of the outstanding equity in PEP V LLC and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEP V LLC. PEIH V Manager is the sole manager of PEIH V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIH V. PEIC LP holds all of the outstanding equity in PEIH V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIH V. PIC LLC holds a controlling interest in PEIC LP and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIC LP. PEIH IC LLC is the general partner of PEIC LP and, accordingly, may be deemed to beneficially own the Shares beneficia

F4 · ownership.direct: (Continued From Footnote 3) Platinum Equity is the sole member of Platinum Holdings, and PEIH V Manager and, accordingly, may be deemed to beneficially own the Shares beneficially owned by each of Platinum Holdings and PEIH V Manager. Platinum Equity and Tom Gores, together, hold a controlling interest in PIC LLC and may be deemed to beneficially own the Shares beneficially owned by PIC LLC. Tom Gores is the Chairman and Chief Executive Officer of Platinum Equity and, accordingly, may be deemed to beneficially own the Shares beneficially owned by Platinum Equity. Mr. Gores disclaims beneficial ownership of all the Shares held by each of the entities listed above with respect to which he does not have a pecuniary interest. Because of the relationship discussed above, each Reporting Person may be deemed to beneficially own the Shares reported in this Form 4.

F5 · ownership.direct: Pursuant to Rule 16a-1(a)(4) under the Exchange Act, this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests.

F1 · ownership.nature: Two Forms 4 are being filed, covering a total of twelve (12) reporting persons. This is the first of the two Forms 4 (the "First Form 4") and is being filed by each of: (i) PE One Source Holdings, LLC, a Delaware limited liability company ("PE One Source"), (ii) Platinum Equity Capital Partners V, L.P., a Delaware limited partnership ("PECP V"), (iii) Platinum Equity Partners V, L.P., a Delaware limited partnership ("PEP V LP"), (iv) Platinum Equity Partners V, LLC, a Delaware limited liability company ("PEP V LLC"), (v) Platinum Equity Investment Holdings V, LLC, a Delaware limited liability company ("PEIH V"), (vi) Platinum Equity Investment Holdings V Manager, LLC, a Delaware limited liability company ("PEIH V Manager"), (vii) Platinum Equity InvestCo, L.P., a Cayman Islands limited partnership ("PEIC LP"), (viii) Platinum InvestCo (Cayman), LLC, a Cayman Islands limited liability company ("PIC LLC"),

F2 · ownership.nature: (Continued From Footnote 1) (ix) Platinum Equity Investment Holdings IC (Cayman), LLC, a Delaware limited liability company ("PEIH IC LLC"), and (x) Platinum Equity Investment Holdings, LLC, a Delaware limited liability company ("Platinum Holdings"). The second of the two Forms 4 (the "Second Form 4") is being filed by (xi) Platinum Equity, LLC, a Delaware limited liability company ("Platinum Equity," and together with the entities listed in clauses (i)-(x), the "Platinum Entities," and (xii) Tom Gores, an individual and citizen of the United States (each person or entity listed in clauses (i)-(xii), a "Reporting Person" and, collectively, the "Reporting Persons"). PE One Source directly owns 148,600,000 shares of common stock, par value $0.0001 per share (the "Shares"), of Custom Truck One Source, Inc. (the "Issuer"). PECP V holds a majority of the outstanding equity in PE One Source and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PE One Source.

F3 · ownership.nature: (Continued From Footnote 2) PEP V LP is the general partner of PECP V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PECP V. PEP V LLC is the general partner of PEP V LP and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEP V LP. PEIH V holds all of the outstanding equity in PEP V LLC and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEP V LLC. PEIH V Manager is the sole manager of PEIH V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIH V. PEIC LP holds all of the outstanding equity in PEIH V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIH V. PIC LLC holds a controlling interest in PEIC LP and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIC LP. PEIH IC LLC is the general partner of PEIC LP and, accordingly, may be deemed to beneficially own the Shares beneficia

F4 · ownership.nature: (Continued From Footnote 3) Platinum Equity is the sole member of Platinum Holdings, and PEIH V Manager and, accordingly, may be deemed to beneficially own the Shares beneficially owned by each of Platinum Holdings and PEIH V Manager. Platinum Equity and Tom Gores, together, hold a controlling interest in PIC LLC and may be deemed to beneficially own the Shares beneficially owned by PIC LLC. Tom Gores is the Chairman and Chief Executive Officer of Platinum Equity and, accordingly, may be deemed to beneficially own the Shares beneficially owned by Platinum Equity. Mr. Gores disclaims beneficial ownership of all the Shares held by each of the entities listed above with respect to which he does not have a pecuniary interest. Because of the relationship discussed above, each Reporting Person may be deemed to beneficially own the Shares reported in this Form 4.

F5 · ownership.nature: Pursuant to Rule 16a-1(a)(4) under the Exchange Act, this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests.

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:03 UTC
Rich Thomas R.EVP - Rentals
OtherCommon Stock 20,857 $5.00 $104,285.00
Disclosure

SEC source: 0001213900-21-020211 · ownership.xml · nonDerivative · entry 1

Rich Thomas R. · CIK 0001854514 · EVP - Rentals

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,857

F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:23 UTC
Carlsen JamesEVP - Rentals
OtherCommon Stock 11,974 $5.00 $59,870.00
Disclosure

SEC source: 0001213900-21-020243 · ownership.xml · nonDerivative · entry 2

Carlsen James · CIK 0001854934 · EVP - Rentals

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,974

F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:23 UTC
Carlsen JamesEVP - Rentals
PurchaseCommon Stock 20,000 $5.00 $100,000.00
Disclosure

SEC source: 0001213900-21-020243 · ownership.xml · nonDerivative · entry 1

Carlsen James · CIK 0001854934 · EVP - Rentals

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:20 UTC
Haubenreich Adam G.VP and General Counsel
OtherCommon Stock 17,318 $5.00 $86,590.00
Disclosure

SEC source: 0001213900-21-020235 · ownership.xml · nonDerivative · entry 2

Haubenreich Adam P. · CIK 0001852510 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,318

F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:20 UTC
Haubenreich Adam G.VP and General Counsel
PurchaseCommon Stock 45,000 $5.00 $225,000.00
Disclosure

SEC source: 0001213900-21-020235 · ownership.xml · nonDerivative · entry 1

Haubenreich Adam P. · CIK 0001852510 · VP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,000

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:10 UTC
Ross Joe P.President - Sales
OtherCommon Stock 282,449 $5.00 $1,412,245.00
Disclosure

SEC source: 0001213900-21-020221 · ownership.xml · nonDerivative · entry 2

Ross Joe P. · CIK 0001852519 · President - Sales

10b5-1 filing: Not disclosed

Ownership: Indirect · By Joseph P. Ross Holding Company, LLC

Disclosed balance after: 282,449

F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received.

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:10 UTC
Ross Joe P.President - Sales
OtherCommon Stock 1,326 $5.00 $6,630.00
Disclosure

SEC source: 0001213900-21-020221 · ownership.xml · nonDerivative · entry 1

Ross Joe P. · CIK 0001852519 · President - Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,326

F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:21 UTC
Meader BradChief Financial Officer
OtherCommon Stock 23,956 $5.00 $119,780.00
Disclosure

SEC source: 0001213900-21-020236 · ownership.xml · nonDerivative · entry 2

Meader Brad · CIK 0001852169 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,956

F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:21 UTC
Meader BradChief Financial Officer
PurchaseCommon Stock 25,000 $5.00 $125,000.00
Disclosure

SEC source: 0001213900-21-020236 · ownership.xml · nonDerivative · entry 1

Meader Brad · CIK 0001852169 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:22 UTC
Ross Fredrick M. Jr.Director · Chief Executive Officer
OtherCommon Stock 2,000,000 $5.00 $10,000,000.00
Disclosure

SEC source: 0001213900-21-020239 · ownership.xml · nonDerivative · entry 1

Ross Fredrick M. Jr. · CIK 0001851369 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 2,000,000

F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received.

F2 · ownership.nature: Represents securities held by the Frederick M. Ross, Jr. Holding Company, LLC.

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:21 UTC
ECP ControlCo, LLCDirector · 10% owner
ECP Management GP, LLCDirector · 10% owner
Exercise / conversionRestricted Stock Unit · Derivative 60,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-020238 · ownership.xml · derivative · entry 4

ECP ControlCo, LLC · CIK 0001707921 · Director · 10% owner

ECP Management GP, LLC · CIK 0001815147 · Director · 10% owner

Energy Capital Partners Management, LP · CIK 0001815150 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Common Stock · 60,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F7 · derivative.exercise_date: In connection with the acquisition of Custom Truck One Source, L.P. by the Issuer, these restricted stock units automatically vested.

F7 · derivative.expiration_date: In connection with the acquisition of Custom Truck One Source, L.P. by the Issuer, these restricted stock units automatically vested.

F2 · ownership.nature: Represents securities held directly by the following entities in the following amounts: NESCO Holdings, LP - 21,238,988, Energy Capital Partners III, LP ("ECP III") - 64,450, Energy Capital Partners III-A, LP ("III-A") - 2,169,601, Energy Capital Partners III-B, LP ("III-B") - 262,015, Energy Capital Partners III-C, LP ("III-C") - 896,947, Energy Capital Partners III-D, LP ("III-D") - 1,106,987.

F3 · ownership.nature: The general partner of NESCO Holdings, LP is NESCO Holdings GP, LLC. The members of NESCO Holdings GP, LLC are ECP III, III-A, III-B, III-C, III-D, and Energy Capital Partners III (NESCO Co-Invest), LP ("NESCO Co-Invest"). The general partner of ECP III, III-A, III-B, III-C, and III-D is Energy Capital Partners GP III, LP ("ECP III GP LP"), and the general partner of ECP III GP LP is Energy Capital Partners III, LLC ("ECP III GP LLC"). The general partner of NESCO Co-Invest is Energy Capital Partners GP III Co-Investment (NESCO), LLC, and the managing member of Energy Capital Partners GP III Co-Investment (NESCO), LLC is ECP III GP LLC. As a result, each of the foregoing entities may be deemed to share beneficial ownership of the securities held by Nesco Holdings, LP.

F4 · ownership.nature: ECP ControlCo, LLC ("ECP ControlCo") is the managing member of ECP III GP LLC and the sole member of ECP Management GP, LLC. As a result, ECP ControlCo may be deemed to share beneficial ownership of the securities beneficially owned by ECP III GP LLC and ECP Management GP, LLC. The managing members of ECP ControlCo are Douglas Kimmelman, Andrew Singer, Peter Labbat, Tyler Reeder and Rahman D'Argenio all of whom collectively share the power to vote and dispose of the securities beneficially owned by ECP ControlCo. Each such individual disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:21 UTC
ECP ControlCo, LLCDirector · 10% owner
ECP Management GP, LLCDirector · 10% owner
GrantRestricted Stock Unit · Derivative 13,631 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-020238 · ownership.xml · derivative · entry 3

ECP ControlCo, LLC · CIK 0001707921 · Director · 10% owner

ECP Management GP, LLC · CIK 0001815147 · Director · 10% owner

Energy Capital Partners Management, LP · CIK 0001815150 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 13,631

Underlying: Common Stock · 13,631 shares

Expires not disclosed

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F6 · derivative.exercise_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

F6 · derivative.expiration_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

F1 · ownership.nature: Represents securities held directly by Energy Capital Partners Management, LP ("ECP Management"). Each of Jennifer Gray, Rahman D'Argenio, Matthew Himler and Douglas Kimmelman have entered into an agreement with ECP Mangement pursuant to which he or she has irrevocably assigned any and all compensation, including the equity award reported herein, that he or she may receive from serving as a director of the Issuer to ECP Management. ECP Management GP, LLC is the general partner of ECP Management and may be deemed to share beneficial ownership of the securities held by ECP Management.

F4 · ownership.nature: ECP ControlCo, LLC ("ECP ControlCo") is the managing member of ECP III GP LLC and the sole member of ECP Management GP, LLC. As a result, ECP ControlCo may be deemed to share beneficial ownership of the securities beneficially owned by ECP III GP LLC and ECP Management GP, LLC. The managing members of ECP ControlCo are Douglas Kimmelman, Andrew Singer, Peter Labbat, Tyler Reeder and Rahman D'Argenio all of whom collectively share the power to vote and dispose of the securities beneficially owned by ECP ControlCo. Each such individual disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:21 UTC
ECP ControlCo, LLCDirector · 10% owner
ECP Management GP, LLCDirector · 10% owner
Exercise / conversionCommon Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-020238 · ownership.xml · nonDerivative · entry 1

ECP ControlCo, LLC · CIK 0001707921 · Director · 10% owner

ECP Management GP, LLC · CIK 0001815147 · Director · 10% owner

Energy Capital Partners Management, LP · CIK 0001815150 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnotes

Disclosed balance after: 60,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.nature: Represents securities held directly by Energy Capital Partners Management, LP ("ECP Management"). Each of Jennifer Gray, Rahman D'Argenio, Matthew Himler and Douglas Kimmelman have entered into an agreement with ECP Mangement pursuant to which he or she has irrevocably assigned any and all compensation, including the equity award reported herein, that he or she may receive from serving as a director of the Issuer to ECP Management. ECP Management GP, LLC is the general partner of ECP Management and may be deemed to share beneficial ownership of the securities held by ECP Management.

F4 · ownership.nature: ECP ControlCo, LLC ("ECP ControlCo") is the managing member of ECP III GP LLC and the sole member of ECP Management GP, LLC. As a result, ECP ControlCo may be deemed to share beneficial ownership of the securities beneficially owned by ECP III GP LLC and ECP Management GP, LLC. The managing members of ECP ControlCo are Douglas Kimmelman, Andrew Singer, Peter Labbat, Tyler Reeder and Rahman D'Argenio all of whom collectively share the power to vote and dispose of the securities beneficially owned by ECP ControlCo. Each such individual disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:08 UTC GrantRestricted Stock Unit · Derivative 24,537 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-020216 · ownership.xml · derivative · entry 3

Heinberg Marshall · CIK 0001481338 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,537

Underlying: Common Stock · 24,537 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:08 UTC PurchaseCommon Stock 50,000 $5.00 $250,000.00
Disclosure

SEC source: 0001213900-21-020216 · ownership.xml · nonDerivative · entry 2

Heinberg Marshall · CIK 0001481338 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Domestic Partner

Disclosed balance after: 50,000

Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:08 UTC PurchaseCommon Stock 100,000 $5.00 $500,000.00
Disclosure

SEC source: 0001213900-21-020216 · ownership.xml · nonDerivative · entry 1

Heinberg Marshall · CIK 0001481338 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

Read SEC document
April 01, 2021 Filed Apr 5, 2021 21:08 UTC
Gores Tom10% owner
PurchaseCommon Stock 148,600,000 $5.00 $743,000,000.00
Disclosure

SEC source: 0001140361-21-011624 · form4.xml · nonDerivative · entry 1

PLATINUM EQUITY LLC · CIK 0001228754 · 10% owner

Gores Tom · CIK 0001471783 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnotes

Disclosed balance after: 148,600,000

F1 · ownership.direct: Two Forms 4 are being filed, covering a total of twelve (12) reporting persons. This is the second of the two Forms 4 (the "Second Form 4"). The first of the two Forms 4 (the "First Form 4") is being filed by each of: (i) PE One Source Holdings, LLC, a Delaware limited liability company ("PE One Source"), (ii) Platinum Equity Capital Partners V, L.P., a Delaware limited partnership ("PECP V"), (iii) Platinum Equity Partners V, L.P., a Delaware limited partnership ("PEP V LP"), (iv) Platinum Equity Partners V, LLC, a Delaware limited liability company ("PEP V LLC"), (v) Platinum Equity Investment Holdings V, LLC, a Delaware limited liability company ("PEIH V"), (vi) Platinum Equity Investment Holdings V Manager, LLC, a Delaware limited liability company ("PEIH V Manager"), (vii) Platinum Equity InvestCo, L.P., a Cayman Islands limited partnership ("PEIC LP"), (viii) Platinum InvestCo (Cayman), LLC, a Cayman Islands limited liability company ("PIC LLC"),

F2 · ownership.direct: (Continued From Footnote 1) (ix) Platinum Equity Investment Holdings IC (Cayman), LLC, a Delaware limited liability company ("PEIH IC LLC"), and (x) Platinum Equity Investment Holdings, LLC, a Delaware limited liability company ("Platinum Holdings"). This Form 4 is being filed by (xi) Platinum Equity, LLC, a Delaware limited liability company ("Platinum Equity," and together with the entities listed in clauses (i)-(x), the "Platinum Entities," and (xii) Tom Gores, an individual and citizen of the United States (each person or entity listed in clauses (i)-(xii), a "Reporting Person" and, collectively, the "Reporting Persons"). PE One Source directly owns 148,600,000 shares of common stock, par value $0.0001 per share (the "Shares"), of Custom Truck One Source, Inc. (the "Issuer"). PECP V holds a majority of the outstanding equity in PE One Source and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PE One Source.

F3 · ownership.direct: (Continued From Footnote 2) PEP V LP is the general partner of PECP V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PECP V. PEP V LLC is the general partner of PEP V LP and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEP V LP. PEIH V holds all of the outstanding equity in PEP V LLC and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEP V LLC. PEIH V Manager is the sole manager of PEIH V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIH V. PEIC LP holds all of the outstanding equity in PEIH V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIH V. PIC LLC holds a controlling interest in PEIC LP and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIC LP. PEIH IC LLC is the general partner of PEIC LP and, accordingly, may be deemed to beneficially own the Shares beneficia

F4 · ownership.direct: (Continued From Footnote 3) Platinum Equity is the sole member of Platinum Holdings, and PEIH V Manager and, accordingly, may be deemed to beneficially own the Shares beneficially owned by each of Platinum Holdings and PEIH V Manager. Platinum Equity and Tom Gores, together, hold a controlling interest in PIC LLC and may be deemed to beneficially own the Shares beneficially owned by PIC LLC. Tom Gores is the Chairman and Chief Executive Officer of Platinum Equity and, accordingly, may be deemed to beneficially own the Shares beneficially owned by Platinum Equity. Mr. Gores disclaims beneficial ownership of all the Shares held by each of the entities listed above with respect to which he does not have a pecuniary interest. Because of the relationship discussed above, each Reporting Person may be deemed to beneficially own the Shares reported in this Form 4.

F5 · ownership.direct: Pursuant to Rule 16a-1(a)(4) under the Exchange Act, this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests.

F1 · ownership.nature: Two Forms 4 are being filed, covering a total of twelve (12) reporting persons. This is the second of the two Forms 4 (the "Second Form 4"). The first of the two Forms 4 (the "First Form 4") is being filed by each of: (i) PE One Source Holdings, LLC, a Delaware limited liability company ("PE One Source"), (ii) Platinum Equity Capital Partners V, L.P., a Delaware limited partnership ("PECP V"), (iii) Platinum Equity Partners V, L.P., a Delaware limited partnership ("PEP V LP"), (iv) Platinum Equity Partners V, LLC, a Delaware limited liability company ("PEP V LLC"), (v) Platinum Equity Investment Holdings V, LLC, a Delaware limited liability company ("PEIH V"), (vi) Platinum Equity Investment Holdings V Manager, LLC, a Delaware limited liability company ("PEIH V Manager"), (vii) Platinum Equity InvestCo, L.P., a Cayman Islands limited partnership ("PEIC LP"), (viii) Platinum InvestCo (Cayman), LLC, a Cayman Islands limited liability company ("PIC LLC"),

F2 · ownership.nature: (Continued From Footnote 1) (ix) Platinum Equity Investment Holdings IC (Cayman), LLC, a Delaware limited liability company ("PEIH IC LLC"), and (x) Platinum Equity Investment Holdings, LLC, a Delaware limited liability company ("Platinum Holdings"). This Form 4 is being filed by (xi) Platinum Equity, LLC, a Delaware limited liability company ("Platinum Equity," and together with the entities listed in clauses (i)-(x), the "Platinum Entities," and (xii) Tom Gores, an individual and citizen of the United States (each person or entity listed in clauses (i)-(xii), a "Reporting Person" and, collectively, the "Reporting Persons"). PE One Source directly owns 148,600,000 shares of common stock, par value $0.0001 per share (the "Shares"), of Custom Truck One Source, Inc. (the "Issuer"). PECP V holds a majority of the outstanding equity in PE One Source and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PE One Source.

F3 · ownership.nature: (Continued From Footnote 2) PEP V LP is the general partner of PECP V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PECP V. PEP V LLC is the general partner of PEP V LP and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEP V LP. PEIH V holds all of the outstanding equity in PEP V LLC and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEP V LLC. PEIH V Manager is the sole manager of PEIH V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIH V. PEIC LP holds all of the outstanding equity in PEIH V and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIH V. PIC LLC holds a controlling interest in PEIC LP and, accordingly, may be deemed to beneficially own the Shares beneficially owned by PEIC LP. PEIH IC LLC is the general partner of PEIC LP and, accordingly, may be deemed to beneficially own the Shares beneficia

F4 · ownership.nature: (Continued From Footnote 3) Platinum Equity is the sole member of Platinum Holdings, and PEIH V Manager and, accordingly, may be deemed to beneficially own the Shares beneficially owned by each of Platinum Holdings and PEIH V Manager. Platinum Equity and Tom Gores, together, hold a controlling interest in PIC LLC and may be deemed to beneficially own the Shares beneficially owned by PIC LLC. Tom Gores is the Chairman and Chief Executive Officer of Platinum Equity and, accordingly, may be deemed to beneficially own the Shares beneficially owned by Platinum Equity. Mr. Gores disclaims beneficial ownership of all the Shares held by each of the entities listed above with respect to which he does not have a pecuniary interest. Because of the relationship discussed above, each Reporting Person may be deemed to beneficially own the Shares reported in this Form 4.

F5 · ownership.nature: Pursuant to Rule 16a-1(a)(4) under the Exchange Act, this filing shall not be deemed an admission that the Reporting Persons are, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owners of any equity securities in excess of their respective pecuniary interests.

Read SEC document
April 01, 2021 Filed Apr 6, 2021 00:09 UTC
EIN MARKDirector
GrantRestricted Stock Unit · Derivative 13,631 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-020218 · ownership.xml · derivative · entry 3

EIN MARK · CIK 0001246840 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,631

Underlying: Common Stock · 13,631 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

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April 01, 2021 Filed Apr 6, 2021 00:09 UTC
EIN MARKDirector
PurchaseCommon Stock 1,000,000 $5.00 $5,000,000.00
Disclosure

SEC source: 0001213900-21-020218 · ownership.xml · nonDerivative · entry 1

EIN MARK · CIK 0001246840 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000,000

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April 01, 2021 Filed Apr 5, 2021 20:24 UTC GrantRestricted Stock Unit · Derivative 13,631 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-020246 · ownership.xml · derivative · entry 1

Munfa John-Paul · CIK 0001635140 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,631

Underlying: Common Stock · 13,631 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

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April 01, 2021 Filed Apr 6, 2021 00:07 UTC
BADER PAUL TDirector
GrantRestricted Stock Unit · Derivative 13,631 $0.00 $0.00
Disclosure

SEC source: 0001213900-21-020214 · ownership.xml · derivative · entry 2

BADER PAUL · CIK 0001776138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,631

Underlying: Common Stock · 13,631 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2022 and have no expiration date.

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April 01, 2021 Filed Apr 6, 2021 00:07 UTC
BADER PAUL TDirector
PurchaseCommon Stock 25,000 $5.00 $125,000.00
Disclosure

SEC source: 0001213900-21-020214 · ownership.xml · nonDerivative · entry 1

BADER PAUL · CIK 0001776138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

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March 18, 2021 Filed Apr 5, 2023 00:43 UTC
BARRETT RAYMOND TODDChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,667 $0.00 $0.00
Disclosure

SEC source: 0001213900-23-027291 · ownership.xml · derivative · entry 9

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 1,667 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F4 · derivative.exercise_date: The restricted stock units vest in four equal, annual installments beginning on March 18, 2021.

F4 · derivative.expiration_date: The restricted stock units vest in four equal, annual installments beginning on March 18, 2021.

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March 18, 2021 Filed Apr 5, 2023 00:43 UTC
BARRETT RAYMOND TODDChief Accounting Officer
Exercise / conversionCommon Stock 1,667 $0.00 $0.00
Disclosure

SEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 1

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,070

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

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June 16, 2020 Filed Jun 18, 2020 16:19 UTC
Boone Joshua AChief Financial Officer
PurchaseCommon Stock 16,900 $3.78 $63,882.00
Disclosure

SEC source: 0001567619-20-012372 · doc1.xml · nonDerivative · entry 1

Boone Joshua A · CIK 0001662876 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,900

F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $3.58 to $3.96, inclusive. The Reporting Person undertakes to provide Nesco Holdings, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein.

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June 15, 2020 Filed Jun 16, 2020 17:06 UTC
Boone Joshua AChief Financial Officer
GrantStock Options · Derivative 500,000 $0.00 Strike: $3.49 $0.00
Disclosure

SEC source: 0001567619-20-012217 · doc1.xml · derivative · entry 2

Boone Joshua A · CIK 0001662876 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 500,000

Underlying: Common Stock · 500,000 shares

Expires 2030-06-15

F2 · derivative.exercise_date: The stock options will vest annually in equal installments over four years, beginning June 15, 2021, subject to continued service with the Company.

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June 15, 2020 Filed Jun 16, 2020 17:06 UTC
Boone Joshua AChief Financial Officer
GrantRestricted Stock Units 200,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-012217 · doc1.xml · nonDerivative · entry 1

Boone Joshua A · CIK 0001662876 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200,000

F1 · price: The restricted stock units (RSUs) will vest annually in equal installments over four years beginning June 15, 2021, subject to continued service with the Company. One half of the RSUs will be considered earned if the Company's 10-day average closing stock price on the New York Stock Exchange ("10-Day Average") equals or exceeds $6.00 per share and the second half of RSUs will be considered earned if the Company's 10-Day Average equals or exceeds $10.00 per share.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.