Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.NSCO · Entity 4503 | Chief Financial Officer | June 16, 2020 | June 18, 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.
Custom Truck One Source, Inc.
Report date June 16, 2020 · Filed June 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 216,900 |
Reported balance
After 2020-06-16 transaction · row 1
1 source rowRow 1 · 2020-06-16 · Purchase · Acquired 16,900 · Balance 216,900 F1: 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. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $3.49 · Expires 2030-06-15 | Direct | 500,000 |
Reported balance
Holding disclosure · report date 2020-06-16 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 500,000 F2: The stock options will vest annually in equal installments over four years, beginning June 15, 2021, subject to continued service with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The stock options will vest annually in equal installments over four years, beginning June 15, 2021, subject to continued service with the Company.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PATRICK INDUSTRIES INC
Report date June 12, 2020 · Filed June 16, 2020
Section 16 reporting ended · disclosed 2020-06-16. 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 |
Ending reported balance
After 2020-06-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-06-12 · Sale · Disposed 278 · Balance 46,775 Row 2 · 2020-06-12 · Sale · Disposed 100 · Balance 46,675 Row 3 · 2020-06-12 · Disposition to issuer · Disposed 46,675 · Balance 0 F1: In connection with Mr. Boone's resignation from the Company, represents total unvested time-based and performance-based restricted stock awards forfeited by the reporting owner. The awards were granted between January 2018 and January 2020 with vesting dates between January 2021 and January 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with Mr. Boone's resignation from the Company, represents total unvested time-based and performance-based restricted stock awards forfeited by the reporting owner. The awards were granted between January 2018 and January 2020 with vesting dates between January 2021 and January 2023.
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 |
|---|---|---|---|---|---|---|
| January 17, 2017 Filed Jan 20, 2017 02:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 2,652 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000014 · wf-form4_148487826337144.xml · derivative · entry 6 Boone Joshua A · CIK 0001662876 · VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,610 Underlying: Common Stock · 2,652 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 2,653 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000014 · wf-form4_148487826337144.xml · derivative · entry 5 Boone Joshua A · CIK 0001662876 · VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,958 Underlying: Common Stock · 2,653 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 2,652 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000014 · wf-form4_148487826337144.xml · derivative · entry 4 Boone Joshua A · CIK 0001662876 · VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,305 Underlying: Common Stock · 2,652 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 2,653 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000014 · wf-form4_148487826337144.xml · derivative · entry 3 Boone Joshua A · CIK 0001662876 · VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,653 Underlying: Common Stock · 2,653 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 3,429 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-17-000014 · wf-form4_148487826337144.xml · nonDerivative · entry 2 Boone Joshua A · CIK 0001662876 · VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,195 F2 · price: Shares are performance-based and vest after three years upon achievement of target Company objectives. Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-17-000014 · wf-form4_148487826337144.xml · nonDerivative · entry 1 Boone Joshua A · CIK 0001662876 · VP - Finance & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,766 F1 · price: Annual Management Grant awarded 01/17/2017 and vesting on 01/17/2020. 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.