Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.CTOS · Entity 4503 | President - Sales | April 01, 2026 | April 03, 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 377,493 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Exercise / conversion · Acquired 75,000 · Balance 411,281 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2026-04-01 · Tax withholding · Disposed 33,788 · Balance 377,493 F2: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 50,000 |
Reported balance
After 2026-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-01 · Exercise / conversion · Disposed 50,000 · Balance 50,000 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 75,000 |
Reported balance
After 2026-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-01 · Exercise / conversion · Disposed 25,000 · Balance 75,000 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4: The restricted stock units vest in four equal annual installments beginning on April 1, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2026-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-01 · Grant · Acquired 100,000 · Balance 100,000 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F5: The restricted stock units vest in four equal annual installments beginning on April 1, 2027, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones. |
| Common StockSEC Table I · non-derivative | IndirectBy Joseph P. Ross Holding Company, LLC | 282,449 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 282,449 |
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: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.
F3: The restricted stock units vest in four equal annual installments beginning on April 1, 2024.
F4: The restricted stock units vest in four equal annual installments beginning on April 1, 2026.
F5: The restricted stock units vest in four equal annual installments beginning on April 1, 2027, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 22:07 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-040058 · ownership.xml · derivative · entry 6 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 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. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2027, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2027, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:07 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-040058 · ownership.xml · derivative · entry 5 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 25,000 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:07 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-040058 · ownership.xml · derivative · entry 4 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:07 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 33,788 | $6.62 | $223,676.56 |
DisclosureSEC source: 0001213900-26-040058 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,493 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:07 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-040058 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 411,281 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 23, 2026 Filed Mar 26, 2026 20:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantCommon Stock | 24,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-034748 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,281 F1 · shares: Represents an award of performance stock units ("PSUs") earned as a result of the achievement of performance criteria pursuant to PSU awards with a performance period that ended on December 31, 2025, as certified by the compensation committee of the Issuer's board of directors on February 23, 2026. Such shares remain subject to a time-based vesting condition, which will be satisfied on December 31, 2026. Read SEC document |
| April 28, 2025 Filed Apr 30, 2025 23:10 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-037885 · ownership.xml · derivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 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 vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2026, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028628 · ownership.xml · derivative · entry 5 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 50,000 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028628 · ownership.xml · derivative · entry 4 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 45,513 | $4.20 | $191,154.60 |
DisclosureSEC source: 0001213900-25-028628 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 311,485 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028628 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 356,998 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 9,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-000854 · ownership.xml · derivative · entry 5 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,175 Underlying: Common Stock · 9,025 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 9,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-000854 · ownership.xml · derivative · entry 4 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,175 Underlying: Common Stock · 9,025 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 10,886 | $4.81 | $52,361.66 |
DisclosureSEC source: 0001213900-25-000854 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,998 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:30 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 18,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-000854 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,884 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 07, 2024 Filed Aug 9, 2024 23:00 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | PurchaseCommon Stock | 84,254 | $3.98 | $335,078.16 |
DisclosureSEC source: 0001213900-24-067253 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,834 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $3.95 to $4.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:39 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029855 · ownership.xml · derivative · entry 5 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 50,000 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:39 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029855 · ownership.xml · derivative · entry 4 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:39 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 43,630 | $5.88 | $256,544.40 |
DisclosureSEC source: 0001213900-24-029855 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,580 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:39 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029855 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,210 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 27, 2024 Filed Mar 26, 2024 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantCommon Stock | 18,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-026053 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,210 F1 · shares: Represents an award of performance stock units originally granted to the reporting person on March 7, 2023. On February 27, 2024, the compensation committee of the Issuer's board of directors certified the performance level applicable to the performance stock units, resulting in the satisfaction of the performance vesting condition with respect to the shares reported herein. Such shares remain subject to a time-based vesting condition, which will be satisfied on December 31, 2024. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:24 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 8,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-000881 · ownership.xml · derivative · entry 5 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,200 Underlying: Common Stock · 8,300 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:24 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 8,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-000881 · ownership.xml · derivative · entry 4 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,200 Underlying: Common Stock · 8,300 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:24 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 4,924 | $6.18 | $30,430.32 |
DisclosureSEC source: 0001213900-24-000881 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,160 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:24 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 16,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-000881 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,084 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:29 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027279 · ownership.xml · derivative · entry 4 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 50,000 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:29 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 21,632 | $6.79 | $146,881.28 |
DisclosureSEC source: 0001213900-23-027279 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,484 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:29 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027279 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,116 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 31, 2022 Filed Mar 10, 2023 00:52 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-018952 · ownership.xml · derivative · entry 5 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,500 Underlying: Common Stock · 12,500 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. Read SEC document |
| December 31, 2022 Filed Mar 10, 2023 00:52 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-018952 · ownership.xml · derivative · entry 4 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,500 Underlying: Common Stock · 12,500 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest based on the attainment of certain performance conditions. Read SEC document |
| December 31, 2022 Filed Mar 10, 2023 00:52 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 10,384 | $6.32 | $65,626.88 |
DisclosureSEC source: 0001213900-23-018952 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,116 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units. Read SEC document |
| December 31, 2022 Filed Mar 10, 2023 00:52 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-018952 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,500 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: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:16 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-044821 · ownership.xml · derivative · entry 2 Ross Joe P. · CIK 0001852519 · President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the applicable performance period. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the applicable performance period. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the applicable performance period. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 21:16 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-044821 · ownership.xml · derivative · entry 1 Ross Joe P. · CIK 0001852519 · President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 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 vest in four equal annual installments beginning on April 1, 2024. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2024. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:12 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-018281 · ownership.xml · derivative · entry 4 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 50,000 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: 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 vest in four equal annual installments beginning on April 1, 2022. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:12 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 14,826 | $8.34 | $123,648.84 |
DisclosureSEC source: 0001213900-22-018281 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,500 Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:12 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-018281 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,326 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| July 08, 2021 Filed Jul 12, 2021 20:32 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-036544 · ownership.xml · derivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024. Read SEC document |
| July 08, 2021 Filed Jul 12, 2021 20:32 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-036544 · ownership.xml · derivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 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 vest in four equal annual installments beginning on April 1, 2022. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. Read SEC document |
| May 27, 2021 Filed May 27, 2021 22:40 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-029710 · ownership.xml · derivative · entry 2 Ross Joe P. · CIK 0001852519 · President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires not disclosed F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024. F3 · derivative.exercise_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024. F3 · derivative.expiration_date: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance stock units will vest if the volume weighted average price per share of the Issuer's common stock achieves certain thresholds over the performance period ending December 31, 2024. Read SEC document |
| May 27, 2021 Filed May 27, 2021 22:40 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-029710 · ownership.xml · derivative · entry 1 Ross Joe P. · CIK 0001852519 · President Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 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 vest in four equal annual installments beginning on April 1, 2022. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 00:10 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | OtherCommon Stock | 282,449 | $5.00 | $1,412,245.00 |
DisclosureSEC source: 0001213900-21-020221 · ownership.xml · nonDerivative · entry 2 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By Joseph P. Ross Holding Company, LLC Disclosed balance after: 282,449 F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 00:10 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | OtherCommon Stock | 1,326 | $5.00 | $6,630.00 |
DisclosureSEC source: 0001213900-21-020221 · ownership.xml · nonDerivative · entry 1 Ross Joe P. · CIK 0001852519 · President - Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,326 F1 · kind: In connection with the acquisition of Custom Truck One Source, L.P. ("Custom Truck") by the Issuer, the reporting person received shares of the Issuer's Common Stock in exchange for a portion of their Custom Truck equity interests with a value equal to the product of (x) $5.00 multiplied by (y) the number of shares of Common Stock received. 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.