Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.NSCO · Entity 4503 | Director | June 11, 2020 | June 15, 2020 |
| FTI CONSULTING, INCFCN · Entity 4028 | Director | August 22, 2024 | August 26, 2024 |
| WillScot Holdings CorpWSC · Entity 4121 | Director | June 04, 2026 | June 08, 2026 |
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 11, 2020 · Filed June 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 65,000 |
Reported balance
After 2020-06-11 transaction · row 1
1 source rowRow 1 · 2020-06-11 · Grant · Acquired 15,000 · Balance 65,000 F1: The restricted stock units vest in three annual installments beginning June 11, 2021, subject to continued service with the Company. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $4.00 · Expires 2030-06-11 | Direct | 20,000 |
Reported balance
After 2020-06-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-06-11 · Grant · Acquired 20,000 · Balance 20,000 F2: The stock options will vest in three annual installments beginning on June 11, 2021, subject to continued service with the Company. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $3.02 · Expires 2030-02-27 | Direct | 100,000 |
Reported balance
Holding disclosure · report date 2020-06-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 100,000 F3: The stock option will vest in three equal, annual installments beginning on February 27, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest in three annual installments beginning June 11, 2021, subject to continued service with the Company.
F2: The stock options will vest in three annual installments beginning on June 11, 2021, subject to continued service with the Company.
F3: The stock option will vest in three equal, annual installments beginning on February 27, 2021.
FTI CONSULTING, INC
Report date August 22, 2024 · Filed August 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,130 |
Reported balance
After 2024-08-22 transaction · row 1
1 source rowRow 1 · 2024-08-22 · Gift · Disposed 1,000 · Balance 65,130 |
WillScot Holdings Corp
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 422,922 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 6,317 · Balance 422,922 F1: Restricted stock granted pursuant to the WillScot Holdings Corp. 2020 Incentive Award Plan and a Restricted Stock Award Agreement between the Issuer and Mr. Holthaus. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted pursuant to the WillScot Holdings Corp. 2020 Incentive Award Plan and a Restricted Stock Award Agreement between the Issuer and Mr. Holthaus. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Neff Corp
Report date October 02, 2017 · Filed October 03, 2017
Section 16 reporting ended · disclosed 2017-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-10-02 transaction · row 1
1 source rowRow 1 · 2017-10-02 · Disposition to issuer · Disposed 22,015 · Balance 0 F1: On October 2, 2017, pursuant to the Plan of Merger (the "URI Merger Agreement"), by and among Neff Corporation (the "Issuer"), United Rentals (North America), Inc. ("Parent"), and UR Merger Sub III Corporation ("Merger Sub"), Merger Sub was merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of Parent, with each share of the Issuer's Class A Common Stock that was issued and outstanding prior to the Effective Time (as defined in the URI Merger Agreement) being cancelled and automatically converted into the right to receive $25.00 in cash, on the terms and subject to the conditions of the URI Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 2, 2017, pursuant to the Plan of Merger (the "URI Merger Agreement"), by and among Neff Corporation (the "Issuer"), United Rentals (North America), Inc. ("Parent"), and UR Merger Sub III Corporation ("Merger Sub"), Merger Sub was merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of Parent, with each share of the Issuer's Class A Common Stock that was issued and outstanding prior to the Effective Time (as defined in the URI Merger Agreement) being cancelled and automatically converted into the right to receive $25.00 in cash, on the terms and subject to the conditions of the URI Merger Agreement.
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 20, 2018 Filed May 22, 2018 16:04 UTC | FTI CONSULTING, INC FCN · Entity 4028 | Exercise / conversionCommon Stock | 7,926 | $0.00 | $0.00 |
DisclosureSEC source: 0000887936-18-000040 · wf-form4_152700502015967.xml · nonDerivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,843 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: Vested shares of common stock were deliverable on a one-for-one basis on May 20, 2018 (the elected payment date designated by the grantee in accordance with section 409A of the Internal Revenue Code of 1986, as amended). Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 23:46 UTC | WillScot Holdings Corp WSC · Entity 4121 | GrantClass A common stock, par value $0.0001 per share | 9,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-019646 · a4.xml · nonDerivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,225 F1 · shares: Restricted stock granted to Gerard Holthaus pursuant to the WillScot Corporation 2017 Incentive Award Plan and Restricted Stock Award Agreement between the Issuer and Mr. Holthaus dated as of March 20, 2018. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 18:56 UTC | WillScot Holdings Corp WSC · Entity 4121 | OtherClass A common stock, par value $0.0001 | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-071388 · a4.xml · nonDerivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 F1 · kind: Shares of Class A common stock, par value of $0.0001, of the Issuer to be received by Mr. Holthaus following the consummation of a certain business combination and other transactions on November 29, 2017, pursuant to an agreement between Mr. Holthaus and Sapphire Holding S.a r.l. F1 · price: Shares of Class A common stock, par value of $0.0001, of the Issuer to be received by Mr. Holthaus following the consummation of a certain business combination and other transactions on November 29, 2017, pursuant to an agreement between Mr. Holthaus and Sapphire Holding S.a r.l. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 22:39 UTC | Neff Corp NEFF · Entity 172749 | Disposition to issuerClass A Common Stock | 22,015 | $25.00 | $550,375.00 |
DisclosureSEC source: 0001104659-17-060681 · a4.xml · nonDerivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On October 2, 2017, pursuant to the Plan of Merger (the "URI Merger Agreement"), by and among Neff Corporation (the "Issuer"), United Rentals (North America), Inc. ("Parent"), and UR Merger Sub III Corporation ("Merger Sub"), Merger Sub was merged with and into the Issuer with the Issuer surviving as a wholly owned subsidiary of Parent, with each share of the Issuer's Class A Common Stock that was issued and outstanding prior to the Effective Time (as defined in the URI Merger Agreement) being cancelled and automatically converted into the right to receive $25.00 in cash, on the terms and subject to the conditions of the URI Merger Agreement. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 21:43 UTC | FTI CONSULTING, INC FCN · Entity 4028 | GrantCommon Stock | 7,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015983 · doc4.xml · nonDerivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,917 F1 · shares: The shares of restricted stock will vest in full on the first anniversary of the date of grant. F2 · balance_after: The number shown aggregates holdings of shares of common stock and restricted stock units in Table I to correctly report the aggregate number of such securities beneficially owned by the reporting person, including the 6,178 restricted stock units that were inadvertently omitted from the Table I of the Form 4 filed on June 10, 2015. Read SEC document |
| May 20, 2017 Filed May 23, 2017 21:14 UTC | FTI CONSULTING, INC FCN · Entity 4028 | ConversionDeferred Restricted Stock Units · Derivative | 6,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000887936-17-000014 · edgardoc.xml · derivative · entry 2 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,426 Underlying: Common Stock · 6,740 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 · shares: Vested shares of common stock were deliverable on a one-for-one basis on May 20, 2017 (the elected payment date designated by the grantee in accordance with section 409A of the Internal Revenue Code of 1986, as amended). F1 · derivative.exercise_date: Vested shares of common stock were deliverable on a one-for-one basis on May 20, 2017 (the elected payment date designated by the grantee in accordance with section 409A of the Internal Revenue Code of 1986, as amended). F1 · derivative.expiration_date: Vested shares of common stock were deliverable on a one-for-one basis on May 20, 2017 (the elected payment date designated by the grantee in accordance with section 409A of the Internal Revenue Code of 1986, as amended). F2 · balance_after: Total includes Restricted Stock Units granted in prior years that have different vesting dates. Read SEC document |
| May 20, 2017 Filed May 23, 2017 21:14 UTC | FTI CONSULTING, INC FCN · Entity 4028 | Exercise / conversionCommon Stock | 6,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000887936-17-000014 · edgardoc.xml · nonDerivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,395 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: Vested shares of common stock were deliverable on a one-for-one basis on May 20, 2017 (the elected payment date designated by the grantee in accordance with section 409A of the Internal Revenue Code of 1986, as amended). Read SEC document |
| May 15, 2017 Filed May 18, 2017 00:52 UTC | Neff Corp NEFF · Entity 172749 | Exercise / conversionRestricted Stock Units · Derivative | 5,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-033552 · a4.xml · derivative · entry 2 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,763 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: Restricted stock units convert into shares of Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: On December 9, 2016, the reporting person was granted 5,763 restricted stock units, vesting on the earliest of: (i) the first anniversary of the grant date, (ii) the day immediately preceding the date of the next annual meeting of the Company's stockholders following the grant date and (iii) the date of a change of control. F2 · derivative.expiration_date: On December 9, 2016, the reporting person was granted 5,763 restricted stock units, vesting on the earliest of: (i) the first anniversary of the grant date, (ii) the day immediately preceding the date of the next annual meeting of the Company's stockholders following the grant date and (iii) the date of a change of control. Read SEC document |
| May 15, 2017 Filed May 18, 2017 00:52 UTC | Neff Corp NEFF · Entity 172749 | Exercise / conversionClass A Common Stock | 5,763 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-033552 · a4.xml · nonDerivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,015 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: Restricted stock units convert into shares of Class A common stock on a one-for-one basis. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 23:12 UTC | Neff Corp NEFF · Entity 172749 | GrantRestricted Stock Units · Derivative | 5,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-161935 · a4.xml · derivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,763 Underlying: Class A Common Stock · 5,763 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock and will vest on the earliest of: (i) the first anniversary of the grant date, (ii) the day immediately preceding the date of the next annual meeting of the Company's stockholders following the grant date and (iii) the date of a change of control. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock and will vest on the earliest of: (i) the first anniversary of the grant date, (ii) the day immediately preceding the date of the next annual meeting of the Company's stockholders following the grant date and (iii) the date of a change of control. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock and will vest on the earliest of: (i) the first anniversary of the grant date, (ii) the day immediately preceding the date of the next annual meeting of the Company's stockholders following the grant date and (iii) the date of a change of control. Read SEC document |
| June 03, 2015 Filed Jun 9, 2017 21:44 UTC Amendment | FTI CONSULTING, INC FCN · Entity 4028 | GrantRestricted Stock Units | 6,178 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015986 · doc4a.xml · nonDerivative · entry 1 Holthaus Gerard E · CIK 0001293399 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,761 F1 · shares: Restricted Stock Units will vest in full on the first anniversary of the date of grant. F2 · balance_after: Corrects the aggregate number of shares beneficially owned by the reporting person, which were inadvertently omitted from this Form 4 filed on June 10, 2015. 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.