Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.NSCO · Entity 4503 | Director · CEO | May 13, 2020 | May 14, 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 May 13, 2020 · Filed May 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 262,993 |
Reported balance
After 2020-05-13 transaction · row 1
1 source rowRow 1 · 2020-05-13 · Purchase · Acquired 10,000 · Balance 262,993 |
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 |
|---|---|---|---|---|---|---|
| May 13, 2020 Filed May 14, 2020 21:50 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | PurchaseCommon Stock | 10,000 | $2.10 | $21,000.00 |
DisclosureSEC source: 0001567619-20-010178 · doc1.xml · nonDerivative · entry 1 JACOBSON LEE · CIK 0001780217 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,993 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 20:43 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantStock Option · Derivative | 37,761 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0000899243-20-009135 · doc4.xml · derivative · entry 2 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,761 Underlying: Common Stock · 37,761 shares Expires 2030-03-18 F3 · derivative.exercise_date: The stock option will vest in four equal, annual installments beginning on March 18, 2021. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 20:43 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantRestricted Stock Unit · Derivative | 18,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-009135 · doc4.xml · derivative · entry 1 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,881 Underlying: Common Stock · 18,881 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest in four equal, annual installments beginning on March 18, 2021. F2 · derivative.expiration_date: The restricted stock units will vest in four equal, annual installments beginning on March 18, 2021. Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 21:44 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | PurchaseCommon Stock | 51,000 | $3.58 | $182,631.00 |
DisclosureSEC source: 0001709682-19-000072 · wf-form4_157437265248121.xml · nonDerivative · entry 3 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,993 F3 · price: The price reported in Column 4 is a weighted-average price. The shares were purchased in multiple transactions at prices ranging from $3.49 to $3.65, inclusive. The Reporting Person undertakes to provide 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. Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 21:44 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | PurchaseCommon Stock | 12,696 | $3.63 | $46,076.32 |
DisclosureSEC source: 0001709682-19-000072 · wf-form4_157437265248121.xml · nonDerivative · entry 2 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,993 F2 · price: The price reported in Column 4 is a weighted-average price. The shares were purchased in multiple transactions at prices ranging from $3.60 to $3.65, inclusive. The Reporting Person undertakes to provide 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. Read SEC document |
| November 18, 2019 Filed Nov 21, 2019 21:44 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | PurchaseCommon Stock | 35,985 | $3.43 | $123,446.54 |
DisclosureSEC source: 0001709682-19-000072 · wf-form4_157437265248121.xml · nonDerivative · entry 1 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,297 F1 · price: The price reported in Column 4 is a weighted-average price. The shares were purchased in multiple transactions at prices ranging from $3.40 to $3.50, 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. Read SEC document |
| October 04, 2019 Filed Oct 8, 2019 20:39 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantRestricted Stock Unit · Derivative | 180,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001709682-19-000042 · wf-form4_157056714661326.xml · derivative · entry 1 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 180,000 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 will vest in four equal, annual installments beginning on August 21, 2020. F2 · derivative.expiration_date: The restricted stock units will vest in four equal, annual installments beginning on August 21, 2020. Read SEC document |
| August 21, 2019 Filed Sep 10, 2019 13:17 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantStock Option · Derivative | 360,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001709682-19-000022 · wf-form4_156812146194920.xml · derivative · entry 1 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,000 Underlying: Common Stock · 360,000 shares Expires 2029-08-21 F1 · derivative.exercise_date: The Stock Option will vest in four equal, annual installments beginning on August 21, 2020. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 12:41 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | OtherWarrants · Derivative | 17,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-19-014302 · ownership.xml · derivative · entry 2 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,226 Underlying: Common Stock · 17,226 shares Expires not disclosed F2 · derivative.exercise_price: Each warrant entitles the holder to purchase from the issuer a number of shares of common stock at the price of $11.50 per share, subject to adjustments. F1 · kind: In connection with and immediately following the Issuer's initial business combination on July 31, 2019, the Reporting Person received the securities as consideration for the complete redemption of his common equity interests in Nesco Holdings, LP. The securities represent the Reporting Person's pro rata share of the consideration that Nesco Holdings, LP received in connection with the Issuer's initial business combination based on certain of the Reporting Person's ownership in Nesco Holdings, LP. The closing price of the Issuer's common stock was $9.05 on the effective date of the initial business combination. F1 · price: In connection with and immediately following the Issuer's initial business combination on July 31, 2019, the Reporting Person received the securities as consideration for the complete redemption of his common equity interests in Nesco Holdings, LP. The securities represent the Reporting Person's pro rata share of the consideration that Nesco Holdings, LP received in connection with the Issuer's initial business combination based on certain of the Reporting Person's ownership in Nesco Holdings, LP. The closing price of the Issuer's common stock was $9.05 on the effective date of the initial business combination. F3 · derivative.expiration_date: The warrants expire and terminate on the earlier to occur of July 31, 2024 and the date on which the warrants are redeemed at the issuer's election pursuant to warrant agreement governing such warrants. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 12:41 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | OtherCommon Stock | 153,312 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-19-014302 · ownership.xml · nonDerivative · entry 1 JACOBSON LEE · CIK 0001780217 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,312 F1 · kind: In connection with and immediately following the Issuer's initial business combination on July 31, 2019, the Reporting Person received the securities as consideration for the complete redemption of his common equity interests in Nesco Holdings, LP. The securities represent the Reporting Person's pro rata share of the consideration that Nesco Holdings, LP received in connection with the Issuer's initial business combination based on certain of the Reporting Person's ownership in Nesco Holdings, LP. The closing price of the Issuer's common stock was $9.05 on the effective date of the initial business combination. F1 · price: In connection with and immediately following the Issuer's initial business combination on July 31, 2019, the Reporting Person received the securities as consideration for the complete redemption of his common equity interests in Nesco Holdings, LP. The securities represent the Reporting Person's pro rata share of the consideration that Nesco Holdings, LP received in connection with the Issuer's initial business combination based on certain of the Reporting Person's ownership in Nesco Holdings, LP. The closing price of the Issuer's common stock was $9.05 on the effective date of the 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.