Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.CTOS · Entity 4503 | VP and General Counsel | April 01, 2023 | April 04, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Custom Truck One Source, Inc.
Report date April 01, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 111,746 |
Ending reported balance
After 2023-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-04-01 · Exercise / conversion · Acquired 31,250 · Balance 124,976 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2023-04-01 · Tax withholding · Disposed 13,230 · Balance 111,746 F2: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 62,500 |
Reported balance
After 2023-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-04-01 · Exercise / conversion · Disposed 31,250 · Balance 62,500 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units.
F3: The restricted stock units vest in four equal annual installments beginning on April 1, 2022.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2023 Filed Apr 4, 2023 20:16 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027269 · ownership.xml · derivative · entry 3 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock · 31,250 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, 2023 Filed Apr 4, 2023 20:16 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 13,230 | $6.79 | $89,831.70 |
DisclosureSEC source: 0001213900-23-027269 · ownership.xml · nonDerivative · entry 2 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,746 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:16 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027269 · ownership.xml · nonDerivative · entry 1 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,976 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 |
| December 31, 2022 Filed Mar 9, 2023 19:48 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 7,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-018948 · ownership.xml · derivative · entry 4 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,687 Underlying: Common Stock · 7,813 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 performance stock unit represents a contingent right to receive one share of the Issuer's common stock. 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 based on the attainment of certain performance conditions. 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 based on the attainment of certain performance conditions. Read SEC document |
| December 31, 2022 Filed Mar 9, 2023 19:48 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 7,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-018948 · ownership.xml · derivative · entry 3 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,687 Underlying: Common Stock · 7,813 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 performance stock unit represents a contingent right to receive one share of the Issuer's common stock. 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 based on the attainment of certain performance conditions. 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 based on the attainment of certain performance conditions. Read SEC document |
| December 31, 2022 Filed Mar 9, 2023 19:48 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 6,202 | $6.32 | $39,196.64 |
DisclosureSEC source: 0001213900-23-018948 · ownership.xml · nonDerivative · entry 2 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,726 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units. Read SEC document |
| December 31, 2022 Filed Mar 9, 2023 19:48 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 15,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-018948 · ownership.xml · nonDerivative · entry 1 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,928 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 performance stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 17:08 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 67,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-044812 · ownership.xml · derivative · entry 2 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,500 Underlying: Common Stock · 67,500 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 applicable performance period. 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 applicable performance period. 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 applicable performance period. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 17:08 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 135,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-044812 · ownership.xml · derivative · entry 1 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 Underlying: Common Stock · 135,000 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, 2024. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:05 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-018270 · ownership.xml · derivative · entry 3 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,750 Underlying: Common Stock · 31,250 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. 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 |
| April 01, 2022 Filed Apr 5, 2022 20:05 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 9,266 | $8.34 | $77,278.44 |
DisclosureSEC source: 0001213900-22-018270 · ownership.xml · nonDerivative · entry 2 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,302 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:05 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-018270 · ownership.xml · nonDerivative · entry 1 Haubenreich Adam G. · CIK 0001852510 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,568 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 |
| July 08, 2021 Filed Jul 12, 2021 16:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-036536 · 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 |
| July 08, 2021 Filed Jul 12, 2021 16:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-036536 · 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 18:31 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 62,500 | $0.00 | $0.00 |
DisclosureSEC 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 | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 62,500 | $0.00 | $0.00 |
DisclosureSEC 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 |
| April 01, 2021 Filed Apr 5, 2021 20:20 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | OtherCommon Stock | 17,318 | $5.00 | $86,590.00 |
DisclosureSEC 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 | Custom Truck One Source, Inc. CTOS · Entity 4503 | PurchaseCommon Stock | 45,000 | $5.00 | $225,000.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.