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Custom Truck One Source, Inc.

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4503
SEC CIK
0001709682
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290

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
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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
February 23, 2026 Filed Mar 26, 2026 20:30 UTC GrantCommon Stock 43,392 $0.00 $0.00
Disclosure

SEC source: 0001213900-26-034747 · ownership.xml · nonDerivative · entry 1

Ross Fredrick M. Jr. · CIK 0001851369 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 448,379

F1 · shares: Represents an award of performance stock units ("PSUs") earned as a result of the achievement of performance criteria pursuant to PSU awards with a performance period that ended on December 31, 2025, as certified by the compensation committee of the Issuer's board of directors on February 23, 2026. Such shares remain subject to a time-based vesting condition, which will be satisfied on December 31, 2026.

Read SEC document
February 23, 2026 Filed Mar 26, 2026 20:30 UTC
JOLAS PAUL MEVP, General Counsel & Sec.
GrantCommon Stock 16,739 $0.00 $0.00
Disclosure

SEC source: 0001213900-26-034745 · ownership.xml · nonDerivative · entry 1

JOLAS PAUL M · CIK 0001245559 · EVP, General Counsel & Sec.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,458

F1 · shares: Represents an award of performance stock units ("PSUs") earned as a result of the achievement of performance criteria pursuant to PSU awards with a performance period that ended on December 31, 2025, as certified by the compensation committee of the Issuer's board of directors on February 23, 2026. Such shares remain subject to a time-based vesting condition, which will be satisfied on December 31, 2026.

Read SEC document
February 23, 2026 Filed Mar 26, 2026 20:30 UTC
Eperjesy Christopher JChief Financial Officer
GrantCommon Stock 27,895 $0.00 $0.00
Disclosure

SEC source: 0001213900-26-034750 · ownership.xml · nonDerivative · entry 1

Eperjesy Christopher J · CIK 0001225634 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 234,473

F1 · shares: Represents an award of performance stock units ("PSUs") earned as a result of the achievement of performance criteria pursuant to PSU awards with a performance period that ended on December 31, 2025, as certified by the compensation committee of the Issuer's board of directors on February 23, 2026. Such shares remain subject to a time-based vesting condition, which will be satisfied on December 31, 2026.

Read SEC document
October 17, 2025 Filed Oct 21, 2025 20:30 UTC
EIN MARKDirector
OtherCommon Stock 3,670,279 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-100830 · ownership.xml · nonDerivative · entry 1

EIN MARK · CIK 0001246840 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Capitol Acquisition Management IV, LLC

Disclosed balance after: 0

F1 · kind: Represents a pro-rata distribution in-kind by Capitol Acquisition Management IV, LLC to its members for no consideration (the "Distribution").

Read SEC document
April 28, 2025 Filed Apr 30, 2025 23:10 UTC
McMonagle RyanDirector · Chief Executive Officer
GrantRestricted Stock Unit · Derivative 162,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-037884 · ownership.xml · derivative · entry 1

McMonagle Ryan · CIK 0001851380 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

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, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

Read SEC document
April 28, 2025 Filed Apr 30, 2025 23:11 UTC
Rich Thomas R.President - Rentals
GrantRestricted Stock Unit · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-037889 · ownership.xml · derivative · entry 1

Rich Thomas R. · CIK 0001854514 · President - Rentals

10b5-1 filing: No plan indicated

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, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

Read SEC document
April 28, 2025 Filed Apr 30, 2025 23:10 UTC GrantRestricted Stock Unit · Derivative 175,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-037886 · ownership.xml · derivative · entry 1

Ross Fredrick M. Jr. · CIK 0001851369 · Director

10b5-1 filing: No plan indicated

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, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

Read SEC document
April 28, 2025 Filed Apr 30, 2025 23:10 UTC
Ross Joe P.President - Sales
GrantRestricted Stock Unit · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-037885 · ownership.xml · derivative · entry 1

Ross Joe P. · CIK 0001852519 · President - Sales

10b5-1 filing: No plan indicated

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, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

Read SEC document
April 28, 2025 Filed Apr 30, 2025 23:10 UTC
JOLAS PAUL MEVP, Gen. Counsel & Secretary
GrantRestricted Stock Unit · Derivative 67,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-037887 · ownership.xml · derivative · entry 1

JOLAS PAUL M · CIK 0001245559 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,500

Underlying: Common Stock · 67,500 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, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

Read SEC document
April 28, 2025 Filed Apr 30, 2025 23:09 UTC
Eperjesy Christopher JChief Financial Officer
GrantRestricted Stock Unit · Derivative 90,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-037883 · ownership.xml · derivative · entry 1

Eperjesy Christopher J · CIK 0001225634 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,000

Underlying: Common Stock · 90,000 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, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

Read SEC document
April 28, 2025 Filed Apr 30, 2025 23:11 UTC
BARRETT RAYMOND TODDChief Accounting Officer
GrantRestricted Stock Unit · Derivative 25,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-037888 · ownership.xml · derivative · entry 1

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common Stock · 25,000 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, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 16:15 UTC GrantRestricted Stock Unit · Derivative 26,859 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028039 · ownership.xml · derivative · entry 3

NELSON GEORGIA R · CIK 0001141392 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,859

Underlying: Common Stock · 26,859 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.

F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 20:15 UTC GrantRestricted Stock Unit · Derivative 26,859 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028040 · ownership.xml · derivative · entry 3

Jackson Mary M. · CIK 0001856953 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,859

Underlying: Common Stock · 26,859 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.

F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 16:15 UTC GrantRestricted Stock Unit · Derivative 48,346 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028037 · ownership.xml · derivative · entry 4

Heinberg Marshall · CIK 0001481338 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,346

Underlying: Common Stock · 48,346 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.

F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 20:15 UTC
EIN MARKDirector
GrantRestricted Stock Unit · Derivative 26,859 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028041 · ownership.xml · derivative · entry 4

EIN MARK · CIK 0001246840 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,859

Underlying: Common Stock · 26,859 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.

F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 20:15 UTC
BADER PAUL TDirector
GrantRestricted Stock Unit · Derivative 26,859 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028042 · ownership.xml · derivative · entry 3

BADER PAUL · CIK 0001776138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,859

Underlying: Common Stock · 26,859 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.

F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2026 and have no expiration date.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
McMonagle RyanDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 81,250 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028624 · ownership.xml · derivative · entry 4

McMonagle Ryan · CIK 0001851380 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,500

Underlying: Common Stock · 81,250 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 April 1, 2024.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
McMonagle RyanDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Unit · Derivative 81,250 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028624 · ownership.xml · derivative · entry 3

McMonagle Ryan · CIK 0001851380 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 81,250 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.

F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
McMonagle RyanDirector · Chief Executive Officer
Tax withholdingCommon Stock 73,208 $4.20 $307,473.60
Disclosure

SEC source: 0001213900-25-028624 · ownership.xml · nonDerivative · entry 2

McMonagle Ryan · CIK 0001851380 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 588,723

F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
McMonagle RyanDirector · Chief Executive Officer
Exercise / conversionCommon Stock 162,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028624 · ownership.xml · nonDerivative · entry 1

McMonagle Ryan · CIK 0001851380 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 661,931

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.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Rich Thomas R.President - Rentals
Exercise / conversionRestricted Stock Unit · Derivative 50,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028625 · ownership.xml · derivative · entry 4

Rich Thomas R. · CIK 0001854514 · President - Rentals

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock · 50,000 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.

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 April 1, 2024.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Rich Thomas R.President - Rentals
Exercise / conversionRestricted Stock Unit · Derivative 50,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028625 · ownership.xml · derivative · entry 3

Rich Thomas R. · CIK 0001854514 · President - Rentals

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 50,000 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.

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

F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Rich Thomas R.President - Rentals
Tax withholdingCommon Stock 45,565 $4.20 $191,373.00
Disclosure

SEC source: 0001213900-25-028625 · ownership.xml · nonDerivative · entry 2

Rich Thomas R. · CIK 0001854514 · President - Rentals

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 286,377

F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Rich Thomas R.President - Rentals
Exercise / conversionCommon Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028625 · ownership.xml · nonDerivative · entry 1

Rich Thomas R. · CIK 0001854514 · President - Rentals

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,942

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.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Ross Joe P.President - Sales
Exercise / conversionRestricted Stock Unit · Derivative 50,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028628 · ownership.xml · derivative · entry 5

Ross Joe P. · CIK 0001852519 · President - Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,000

Underlying: Common Stock · 50,000 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.

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 April 1, 2024.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Ross Joe P.President - Sales
Exercise / conversionRestricted Stock Unit · Derivative 50,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028628 · ownership.xml · derivative · entry 4

Ross Joe P. · CIK 0001852519 · President - Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 50,000 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.

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

F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Ross Joe P.President - Sales
Tax withholdingCommon Stock 45,513 $4.20 $191,154.60
Disclosure

SEC source: 0001213900-25-028628 · ownership.xml · nonDerivative · entry 2

Ross Joe P. · CIK 0001852519 · President - Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 311,485

F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Ross Joe P.President - Sales
Exercise / conversionCommon Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028628 · ownership.xml · nonDerivative · entry 1

Ross Joe P. · CIK 0001852519 · President - Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 356,998

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.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC Exercise / conversionRestricted Stock Unit · Derivative 87,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028631 · ownership.xml · derivative · entry 5

Ross Fredrick M. Jr. · CIK 0001851369 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,000

Underlying: Common Stock · 87,500 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 April 1, 2024.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC Exercise / conversionRestricted Stock Unit · Derivative 87,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028631 · ownership.xml · derivative · entry 4

Ross Fredrick M. Jr. · CIK 0001851369 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 87,500 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.

F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC Tax withholdingCommon Stock 52,588 $4.20 $220,869.60
Disclosure

SEC source: 0001213900-25-028631 · ownership.xml · nonDerivative · entry 2

Ross Fredrick M. Jr. · CIK 0001851369 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,987

F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC Exercise / conversionCommon Stock 175,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028631 · ownership.xml · nonDerivative · entry 1

Ross Fredrick M. Jr. · CIK 0001851369 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 457,575

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.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
JOLAS PAUL MEVP, Gen. Counsel & Secretary
Exercise / conversionRestricted Stock Unit · Derivative 16,875 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028626 · ownership.xml · derivative · entry 4

JOLAS PAUL M · CIK 0001245559 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,625

Underlying: Common Stock · 16,875 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 April 1, 2025.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2025.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
JOLAS PAUL MEVP, Gen. Counsel & Secretary
Exercise / conversionRestricted Stock Unit · Derivative 16,875 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028626 · ownership.xml · derivative · entry 3

JOLAS PAUL M · CIK 0001245559 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,750

Underlying: Common Stock · 16,875 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.

F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.

F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.

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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
JOLAS PAUL MEVP, Gen. Counsel & Secretary
Tax withholdingCommon Stock 13,960 $4.20 $58,632.00
Disclosure

SEC source: 0001213900-25-028626 · ownership.xml · nonDerivative · entry 2

JOLAS PAUL M · CIK 0001245559 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,719

F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.

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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
JOLAS PAUL MEVP, Gen. Counsel & Secretary
Exercise / conversionCommon Stock 33,750 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028626 · ownership.xml · nonDerivative · entry 1

JOLAS PAUL M · CIK 0001245559 · EVP, Gen. Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,679

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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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Eperjesy Christopher JChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 45,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028627 · ownership.xml · derivative · entry 4

Eperjesy Christopher J · CIK 0001225634 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,000

Underlying: Common Stock · 45,000 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.

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 April 1, 2024.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.

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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Eperjesy Christopher JChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 22,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028627 · ownership.xml · derivative · entry 3

Eperjesy Christopher J · CIK 0001225634 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,500

Underlying: Common Stock · 22,500 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.

F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2023.

F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2023.

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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Eperjesy Christopher JChief Financial Officer
Tax withholdingCommon Stock 30,537 $4.20 $128,255.40
Disclosure

SEC source: 0001213900-25-028627 · ownership.xml · nonDerivative · entry 2

Eperjesy Christopher J · CIK 0001225634 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206,578

F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.

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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
Eperjesy Christopher JChief Financial Officer
Exercise / conversionCommon Stock 67,500 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028627 · ownership.xml · nonDerivative · entry 1

Eperjesy Christopher J · CIK 0001225634 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237,115

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.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
BARRETT RAYMOND TODDChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 8,750 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028629 · ownership.xml · derivative · entry 4

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 8,750 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 April 1, 2024.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.

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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
BARRETT RAYMOND TODDChief Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 6,250 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028629 · ownership.xml · derivative · entry 3

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,250 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.

F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.

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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
BARRETT RAYMOND TODDChief Accounting Officer
Tax withholdingCommon Stock 4,899 $4.20 $20,575.80
Disclosure

SEC source: 0001213900-25-028629 · ownership.xml · nonDerivative · entry 2

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,338

F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.

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April 01, 2025 Filed Apr 3, 2025 20:15 UTC
BARRETT RAYMOND TODDChief Accounting Officer
Exercise / conversionCommon Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028629 · ownership.xml · nonDerivative · entry 1

BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,237

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.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 16:15 UTC Exercise / conversionRestricted Stock Unit · Derivative 22,218 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028039 · ownership.xml · derivative · entry 2

NELSON GEORGIA R · CIK 0001141392 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,218 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.

F2 · derivative.exercise_date: The restricted stock units vested in full on March 31, 2025.

F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2025.

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March 31, 2025 Filed Apr 2, 2025 16:15 UTC Exercise / conversionCommon Stock 22,218 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028039 · ownership.xml · nonDerivative · entry 1

NELSON GEORGIA R · CIK 0001141392 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,804

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

Read SEC document
March 31, 2025 Filed Apr 2, 2025 20:15 UTC Exercise / conversionRestricted Stock Unit · Derivative 22,218 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028040 · ownership.xml · derivative · entry 2

Jackson Mary M. · CIK 0001856953 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,218 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.

F2 · derivative.exercise_date: The restricted stock units vested in full on March 31, 2025.

F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2025.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 20:15 UTC Exercise / conversionCommon Stock 22,218 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028040 · ownership.xml · nonDerivative · entry 1

Jackson Mary M. · CIK 0001856953 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,173

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

Read SEC document
March 31, 2025 Filed Apr 2, 2025 16:15 UTC Exercise / conversionRestricted Stock Unit · Derivative 39,993 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028037 · ownership.xml · derivative · entry 3

Heinberg Marshall · CIK 0001481338 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 39,993 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.

F2 · derivative.exercise_date: The restricted stock units vested in full on March 31, 2025.

F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2025.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 16:15 UTC Exercise / conversionCommon Stock 39,993 $0.00 $0.00
Disclosure

SEC source: 0001213900-25-028037 · ownership.xml · nonDerivative · entry 1

Heinberg Marshall · CIK 0001481338 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 352,202

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

Read SEC document

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