person · Reporting owner

Donaldson Richard C

Disclosed activity across 3 companies

Tapewire entity: 144833
SEC CIK: 0001416656

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Doma Holdings, Inc.CAP · Entity 85310	Director	December 04, 2020	December 08, 2020

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.

Doma Holdings, Inc.

Report date December 04, 2020 · Filed December 08, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50	Direct	133,333	Reported balance After 2020-12-04 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2020-12-04 · Purchase · Acquired 133,333 · Balance 133,333 F1: The warrants will become exercisable commencing on the later of 12 months from the closing of the Issuer's initial public offering and 30 days after the completion of the Issuer's initial business combination, and will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation.

Filing footnotes · ownership attribution and instrument terms

F1: The warrants will become exercisable commencing on the later of 12 months from the closing of the Issuer's initial public offering and 30 days after the completion of the Issuer's initial business combination, and will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Capitol Acquisition Corp. III

Report date June 29, 2017 · Filed July 05, 2017

Section 16 reporting ended · disclosed 2017-07-05. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2017-06-29 transaction · row 1 1 source row Row 1 · 2017-06-29 · Disposition to issuer · Disposed 50,000 · Balance 0 F1: On March 19, 2017, Capitol Acquisition Corp. III (the "Issuer"), Capitol Acquisition Holding Company Ltd. ("Holdings"), Capitol Acquisition Merger Sub, Inc., Canyon Holdings (Cayman) L.P. and Canyon Holdings S.a r.l. entered into an Agreement and Plan of Merger (the "Merger Agreement"), which was amended as of April 7, 2017, pursuant to which, and subject to the terms and conditions thereof, on June 29, 2017 (the "Closing Date") the Issuer merged with and into Holdings, with Holdings surviving the merger. On the Closing Date, pursuant to the Merger Agreement, and subject to the terms and conditions thereof, at the effective time of the merger, 10,452 shares of common stock of the Issuer were forfeited and the remaining 39,548 shares of common stock of the Issuer were disposed of in exchange for the same number of shares in Holdings.
WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2022-06-29	Direct	0	Reported balance After 2017-06-29 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2017-06-29 · Disposition to issuer · Disposed 200,000 · Balance 0 F2: On the Closing Date, pursuant to the Merger Agreement, and subject to the terms and conditions thereof, at the effective time of the merger, 50,770 of the Warrants were forfeited and the remaining 149,230 Warrants were assumed by Holdings in the Merger.

Filing footnotes · ownership attribution and instrument terms

F1: On March 19, 2017, Capitol Acquisition Corp. III (the "Issuer"), Capitol Acquisition Holding Company Ltd. ("Holdings"), Capitol Acquisition Merger Sub, Inc., Canyon Holdings (Cayman) L.P. and Canyon Holdings S.a r.l. entered into an Agreement and Plan of Merger (the "Merger Agreement"), which was amended as of April 7, 2017, pursuant to which, and subject to the terms and conditions thereof, on June 29, 2017 (the "Closing Date") the Issuer merged with and into Holdings, with Holdings surviving the merger. On the Closing Date, pursuant to the Merger Agreement, and subject to the terms and conditions thereof, at the effective time of the merger, 10,452 shares of common stock of the Issuer were forfeited and the remaining 39,548 shares of common stock of the Issuer were disposed of in exchange for the same number of shares in Holdings.

F2: On the Closing Date, pursuant to the Merger Agreement, and subject to the terms and conditions thereof, at the effective time of the merger, 50,770 of the Warrants were forfeited and the remaining 149,230 Warrants were assumed by Holdings in the Merger.

Custom Truck One Source, Inc.

Report date July 30, 2019 · Filed August 01, 2019

Section 16 reporting ended · disclosed 2019-08-01. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	38,332	Reported balance After 2019-07-30 transaction · row 1 Account or security details depend on footnotes; rows are not merged. 1 source row Row 1 · 2019-07-30 · Conversion · Acquired 38,332 · Balance 38,332 F1: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc.
Common StockSEC Table I · non-derivative	Direct	43,317	Reported balance After 2019-07-31 transaction · row 2 Account or security details depend on footnotes; rows are not merged. 1 source row Row 2 · 2019-07-31 · Grant · Acquired 4,985 · Balance 43,317
Class B Ordinary SharesSEC Table II · derivative / convertible security	Direct	38,332	Reported balance After 2019-07-30 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2019-07-30 · Disposition to issuer · Disposed 11,668 · Balance 38,332 F1: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. F2: The reporting person forfeited these securities to the Issuer for no additional consideration.
Class B Ordinary SharesSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2019-07-30 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2019-07-30 · Conversion · Disposed 38,332 · Balance 0 F1: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc.
WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50	Direct	82,313	Reported balance After 2019-07-30 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2019-07-30 · Disposition to issuer · Disposed 51,020 · Balance 82,313 F2: The reporting person forfeited these securities to the Issuer for no additional consideration. F3: The warrants will become exercisable 30 days after the completion of the Issuer's initial business combination. F4: The warrants will expire on the fifth anniversary of the completion of the Issuer's initial business combination.
WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50	Direct	102,721	Reported balance After 2019-07-31 transaction · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · 2019-07-31 · Conversion · Acquired 20,408 · Balance 102,721 F3: The warrants will become exercisable 30 days after the completion of the Issuer's initial business combination. F4: The warrants will expire on the fifth anniversary of the completion of the Issuer's initial business combination.
WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50	Direct	82,313	Reported balance After 2019-07-31 transaction · row 8 Instrument identity requires review; Table II rows are not merged. 1 source row Row 8 · 2019-07-31 · Sale · Disposed 20,408 · Balance 82,313 F3: The warrants will become exercisable 30 days after the completion of the Issuer's initial business combination. F4: The warrants will expire on the fifth anniversary of the completion of the Issuer's initial business combination.
Convertible Promissory NoteSEC Table II · derivative / convertible security · Conversion / exercise price $1.50	Direct	Not disclosed	Reported balance After 2019-07-31 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2019-07-31 · Conversion · Disposed Not disclosed · Balance Not disclosed F6: The reporting person was issued a series of convertible promissory notes in consideration of loans made on March 22, 2019, May 15, 2019, and July 24, 2019, in the aggregate principal amount of $30,612. F5: The promissory note is convertible, at the reporting person's option, at the closing of the Issuer's initial business combination. If the note is not converted, it will be repaid within 5 business days of the closing of such business combination.

Filing footnotes · ownership attribution and instrument terms

F1: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc.

F2: The reporting person forfeited these securities to the Issuer for no additional consideration.

F3: The warrants will become exercisable 30 days after the completion of the Issuer's initial business combination.

F4: The warrants will expire on the fifth anniversary of the completion of the Issuer's initial business combination.

F5: The promissory note is convertible, at the reporting person's option, at the closing of the Issuer's initial business combination. If the note is not converted, it will be repaid within 5 business days of the closing of such business combination.

F6: The reporting person was issued a series of convertible promissory notes in consideration of loans made on March 22, 2019, May 15, 2019, and July 24, 2019, in the aggregate principal amount of $30,612.

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
December 04, 2020 Filed Dec 8, 2020 17:22 UTC	Doma Holdings, Inc. CAP · Entity 85310	PurchaseWarrants · Derivative	133,333	$1.50 Strike: $11.50	$199,999.50	Disclosure SEC source: 0001213900-20-041648 · ownership.xml · derivative · entry 1 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,333 Underlying: Class A Common Stock · 133,333 shares Expires not disclosed F1 · derivative.exercise_date: The warrants will become exercisable commencing on the later of 12 months from the closing of the Issuer's initial public offering and 30 days after the completion of the Issuer's initial business combination, and will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation. F1 · derivative.expiration_date: The warrants will become exercisable commencing on the later of 12 months from the closing of the Issuer's initial public offering and 30 days after the completion of the Issuer's initial business combination, and will expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation. Read SEC document
July 31, 2019 Filed Aug 1, 2019 08:47 UTC	Custom Truck One Source, Inc. NSCO · Entity 4503	SaleWarrants · Derivative	20,408	$1.50 Strike: $11.50	$30,612.00	Disclosure SEC source: 0001094891-19-000169 · edgar.xml · derivative · entry 8 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,313 Underlying: Common Stock · 20,408 shares Expires not disclosed F3 · derivative.exercise_date: The warrants will become exercisable 30 days after the completion of the Issuer's initial business combination. F4 · derivative.expiration_date: The warrants will expire on the fifth anniversary of the completion of the Issuer's initial business combination. Read SEC document
July 31, 2019 Filed Aug 1, 2019 08:47 UTC	Custom Truck One Source, Inc. NSCO · Entity 4503	ConversionWarrants · Derivative	20,408	$1.50 Strike: $11.50	$30,612.00	Disclosure SEC source: 0001094891-19-000169 · edgar.xml · derivative · entry 7 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,721 Underlying: Common Stock · 20,408 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. F3 · derivative.exercise_date: The warrants will become exercisable 30 days after the completion of the Issuer's initial business combination. F4 · derivative.expiration_date: The warrants will expire on the fifth anniversary of the completion of the Issuer's initial business combination. Read SEC document
July 31, 2019 Filed Aug 1, 2019 08:47 UTC	Custom Truck One Source, Inc. NSCO · Entity 4503	ConversionConvertible Promissory Note · Derivative	Not disclosed	Not disclosed Strike: $1.50	$30,612.00	Disclosure SEC source: 0001094891-19-000169 · edgar.xml · derivative · entry 6 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Warrants · 20,408 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. F6 · security: The reporting person was issued a series of convertible promissory notes in consideration of loans made on March 22, 2019, May 15, 2019, and July 24, 2019, in the aggregate principal amount of $30,612. F6 · price: The reporting person was issued a series of convertible promissory notes in consideration of loans made on March 22, 2019, May 15, 2019, and July 24, 2019, in the aggregate principal amount of $30,612. F5 · derivative.exercise_date: The promissory note is convertible, at the reporting person's option, at the closing of the Issuer's initial business combination. If the note is not converted, it will be repaid within 5 business days of the closing of such business combination. F5 · derivative.expiration_date: The promissory note is convertible, at the reporting person's option, at the closing of the Issuer's initial business combination. If the note is not converted, it will be repaid within 5 business days of the closing of such business combination. Read SEC document
July 31, 2019 Filed Aug 1, 2019 08:47 UTC	Custom Truck One Source, Inc. NSCO · Entity 4503	GrantCommon Stock	4,985	$10.00	$49,850.00	Disclosure SEC source: 0001094891-19-000169 · edgar.xml · nonDerivative · entry 2 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,317 Read SEC document
July 30, 2019 Filed Aug 1, 2019 08:47 UTC	Custom Truck One Source, Inc. NSCO · Entity 4503	Disposition to issuerWarrants · Derivative	51,020	Not disclosed Strike: $11.50	Not disclosed	Disclosure SEC source: 0001094891-19-000169 · edgar.xml · derivative · entry 5 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,313 Underlying: Common Stock · 51,020 shares Expires not disclosed F2 · price: The reporting person forfeited these securities to the Issuer for no additional consideration. F3 · derivative.exercise_date: The warrants will become exercisable 30 days after the completion of the Issuer's initial business combination. F4 · derivative.expiration_date: The warrants will expire on the fifth anniversary of the completion of the Issuer's initial business combination. Read SEC document
July 30, 2019 Filed Aug 1, 2019 08:47 UTC	Custom Truck One Source, Inc. NSCO · Entity 4503	ConversionClass B Ordinary Shares · Derivative	38,332	Not disclosed	Not disclosed	Disclosure SEC source: 0001094891-19-000169 · edgar.xml · derivative · entry 4 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,332 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: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. F1 · price: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. F1 · derivative.exercise_date: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. F1 · derivative.expiration_date: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. Read SEC document
July 30, 2019 Filed Aug 1, 2019 08:47 UTC	Custom Truck One Source, Inc. NSCO · Entity 4503	Disposition to issuerClass B Ordinary Shares · Derivative	11,668	Not disclosed	Not disclosed	Disclosure SEC source: 0001094891-19-000169 · edgar.xml · derivative · entry 3 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,332 Underlying: Common Stock · 11,668 shares Expires not disclosed F1 · derivative.exercise_price: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. F2 · price: The reporting person forfeited these securities to the Issuer for no additional consideration. F1 · derivative.exercise_date: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. F1 · derivative.expiration_date: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. Read SEC document
July 30, 2019 Filed Aug 1, 2019 08:47 UTC	Custom Truck One Source, Inc. NSCO · Entity 4503	ConversionCommon Stock	38,332	Not disclosed	Not disclosed	Disclosure SEC source: 0001094891-19-000169 · edgar.xml · nonDerivative · entry 1 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,332 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 · security: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. F1 · price: The Class B Ordinary Shares were convertible on a one-for-one basis into common equity of the surviving entity upon the consummation of the Issuer's initial business combination and had no exiration date. In connection with the Issuer's business combination, such Class B Ordinary Shares of Capitol Investment Corp. IV automatically converted into shares of common stock of Nesco Holdings, Inc. Read SEC document
June 29, 2017 Filed Jul 5, 2017 18:00 UTC	Capitol Acquisition Corp. III CLAC · Entity 174545	Disposition to issuerWarrants · Derivative	200,000	Not disclosed Strike: $11.50	Not disclosed	Disclosure SEC source: 0001094891-17-000154 · edgar.xml · derivative · entry 2 Donaldson Richard C · CIK 0001416656 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2022-06-29 F2 · price: On the Closing Date, pursuant to the Merger Agreement, and subject to the terms and conditions thereof, at the effective time of the merger, 50,770 of the Warrants were forfeited and the remaining 149,230 Warrants were assumed by Holdings in the Merger. Read SEC document
June 29, 2017 Filed Jul 5, 2017 18:00 UTC	Capitol Acquisition Corp. III CLAC · Entity 174545	Disposition to issuerCommon Stock	50,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001094891-17-000154 · edgar.xml · nonDerivative · entry 1 Donaldson Richard C · CIK 0001416656 · Former Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On March 19, 2017, Capitol Acquisition Corp. III (the "Issuer"), Capitol Acquisition Holding Company Ltd. ("Holdings"), Capitol Acquisition Merger Sub, Inc., Canyon Holdings (Cayman) L.P. and Canyon Holdings S.a r.l. entered into an Agreement and Plan of Merger (the "Merger Agreement"), which was amended as of April 7, 2017, pursuant to which, and subject to the terms and conditions thereof, on June 29, 2017 (the "Closing Date") the Issuer merged with and into Holdings, with Holdings surviving the merger. On the Closing Date, pursuant to the Merger Agreement, and subject to the terms and conditions thereof, at the effective time of the merger, 10,452 shares of common stock of the Issuer were forfeited and the remaining 39,548 shares of common stock of the Issuer were disposed of in exchange for the same number of shares in Holdings. Read SEC document
February 07, 2017 Filed Feb 8, 2017 16:03 UTC	Capitol Acquisition Corp. III CLAC · Entity 174545	GrantConvertible Promissory Note · Derivative	10,909	Not disclosed Strike: $1.00	Not disclosed	Disclosure SEC source: 0001094891-17-000063 · edgar.xml · derivative · entry 1 Donaldson Richard C · CIK 0001416656 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,030 Underlying: Warrants (right to buy) · 10,909 shares Expires not disclosed F3 · price: The convertible promissory note was issued in consideration of a loan made by the Reporting Person in the same amount. F1 · derivative.exercise_date: The promissory note is convertible, at the Reporting Person's option, at the closing of the Issuer's initial business combination. If the Issuer fails to consummate an initial business combination by October 19, 2017, the Issuer will dissolve and the promissory note will not be convertible. F1 · derivative.expiration_date: The promissory note is convertible, at the Reporting Person's option, at the closing of the Issuer's initial business combination. If the Issuer fails to consummate an initial business combination by October 19, 2017, the Issuer will dissolve and the promissory note will not be convertible. F2 · derivative.underlying: Each warrant entitles the Reporting Person to purchase one share of common stock at a price of $11.50 per share. The warrants become exercisable 30 days after the completion of an initial business combination. 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.