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 | March 18, 2020 | March 20, 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 March 18, 2020 · Filed March 20, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 12,200 |
Reported balance
After 2020-03-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-18 · Grant · Acquired 12,200 · Balance 12,200 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: The restricted stock units will vest in four equal, annual installments beginning on March 18, 2021. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $4.00 · Expires 2030-03-18 | Direct | 24,401 |
Reported balance
After 2020-03-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-03-18 · Grant · Acquired 24,401 · Balance 24,401 F3: The stock option will vest in four equal, annual installments beginning on March 18, 2021. |
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: The restricted stock units will vest in four equal, annual installments beginning on March 18, 2021.
F3: The stock option will vest in four equal, annual installments beginning on March 18, 2021.
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 |
|---|---|---|---|---|---|---|
| March 18, 2020 Filed Mar 20, 2020 20:43 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantStock Option · Derivative | 24,401 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0000899243-20-009133 · doc4.xml · derivative · entry 2 HEINEMANN BRUCE · CIK 0001780234 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,401 Underlying: Common Stock · 24,401 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 | 12,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-009133 · doc4.xml · derivative · entry 1 HEINEMANN BRUCE · CIK 0001780234 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,200 Underlying: Common Stock · 12,200 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 |
| October 04, 2019 Filed Oct 8, 2019 20:39 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantRestricted Stock Unit · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001709682-19-000043 · wf-form4_157056717123334.xml · derivative · entry 1 HEINEMANN BRUCE · CIK 0001780234 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 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 13:16 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantStock Option · Derivative | 120,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001709682-19-000017 · wf-form4_156812135410974.xml · derivative · entry 1 HEINEMANN BRUCE · CIK 0001780234 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 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 12:39 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | OtherCommon Stock | 57,534 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-19-014300 · ownership.xml · nonDerivative · entry 1 HEINEMANN BRUCE · CIK 0001780234 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,534 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 forfeiture of certain profits interests 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 forfeiture of certain profits interests 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.