person · Reporting owner

Heinberg Marshall A

Disclosed activity across 6 companies

Tapewire entity: 54248
SEC CIK: 0001481338

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
ContextLogic Holdings Inc.LOGC · Entity 5343	Director	January 15, 2026	January 20, 2026
ContextLogic Inc.LOGC · Entity 15730	Director	April 19, 2025	April 21, 2025
Custom Truck One Source, Inc.CTOS · Entity 4503	Director	March 31, 2026	April 02, 2026
ECOLOGY & ENVIRONMENT INCEEI · Entity 152446	Director	December 31, 2019	January 02, 2020
PAE IncPAE · Entity 130269	Director	February 15, 2022	February 16, 2022

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.

ContextLogic Holdings Inc.

Report date January 15, 2026 · Filed January 20, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	134,806	Reported balance After 2026-01-15 transaction · row 1 1 source row Row 1 · 2026-01-15 · Exercise / conversion · Acquired 44,321 · Balance 134,806 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock, $0.0001 par value, for each RSU.
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	0	Reported balance After 2026-01-15 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2026-01-15 · Exercise / conversion · Acquired 44,321 · Balance 0 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock, $0.0001 par value, for each RSU. F2: This reported transaction represents the settlement of RSUs vested as of January 15, 2026. F3: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion).
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	19,206	Reported balance After 2026-01-15 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2026-01-15 · Grant · Acquired 19,206 · Balance 19,206 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock, $0.0001 par value, for each RSU. F3: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion).

Filing footnotes · ownership attribution and instrument terms

F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock, $0.0001 par value, for each RSU.

F2: This reported transaction represents the settlement of RSUs vested as of January 15, 2026.

F3: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion).

ContextLogic Inc.

Report date April 19, 2025 · Filed April 21, 2025

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	25,684	Reported balance After 2025-04-19 transaction · row 1 1 source row Row 1 · 2025-04-19 · Exercise / conversion · Acquired 25,684 · Balance 25,684 F1: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Issuer's Class A Common Stock for each RSU. This reported transaction represents the settlement of RSUs vested as of April 19, 2025.
Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	0	Reported balance After 2025-04-19 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2025-04-19 · Exercise / conversion · Disposed 25,684 · Balance 0 F2: This reported transaction represents the settlement of RSUs vested as of April 19, 2025. F3: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion).

Filing footnotes · ownership attribution and instrument terms

F1: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Issuer's Class A Common Stock for each RSU. This reported transaction represents the settlement of RSUs vested as of April 19, 2025.

F2: This reported transaction represents the settlement of RSUs vested as of April 19, 2025.

Custom Truck One Source, Inc.

Report date March 31, 2026 · Filed April 02, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	400,548	Reported balance After 2026-03-31 transaction · row 1 1 source row Row 1 · 2026-03-31 · Exercise / conversion · Acquired 48,346 · Balance 400,548 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
Restricted Stock UnitSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2026-03-31 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2026-03-31 · Exercise / conversion · Disposed 48,346 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: The restricted stock units vested in full on March 31, 2026.
Restricted Stock UnitSEC Table II · derivative / convertible security	Direct	34,605	Reported balance After 2026-04-01 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2026-04-01 · Grant · Acquired 34,605 · Balance 34,605 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3: The restricted stock units will vest on March 31, 2027 and have no expiration date.
Common StockSEC Table I · non-derivative	IndirectBy Spouse	120,000	Reported balance Holding disclosure · report date 2026-03-31 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 120,000

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 vested in full on March 31, 2026.

F3: The restricted stock units will vest on March 31, 2027 and have no expiration date.

ECOLOGY & ENVIRONMENT INC

Report date December 31, 2019 · Filed January 02, 2020 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / award	Ownership account	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	Reported balance After 2019-12-31 transaction · row 1 Amendment: may correct only part of an earlier disclosure. 1 source row Row 1 · 2019-12-31 · Disposition to issuer · Disposed 2,554 · Balance 0 F1: On August 28, 2019 the Issuer entered into an Agreement and Plan of Merger (the"Merger Agreement")with WSP Global inc., a Canadian corporation (the "Parent") and Everest Acquisition Corp., a New York corporation and a direct subsidiary of the Parent) the "Merger Sub"). Pursuant to the terms of the Merger Agreement and the Merger (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Company Common Stock") held by the Reporting Person was acquired, at a purchase price of $15.00 per share (the "Price Per Share") in cash
Class A Common StockSEC Table I · non-derivative	Direct	Reported balance After 2019-12-31 transaction · row 2 Amendment: may correct only part of an earlier disclosure. 1 source row Row 2 · 2019-12-31 · Disposition to issuer · Disposed 8,891 · Balance 0 F1: On August 28, 2019 the Issuer entered into an Agreement and Plan of Merger (the"Merger Agreement")with WSP Global inc., a Canadian corporation (the "Parent") and Everest Acquisition Corp., a New York corporation and a direct subsidiary of the Parent) the "Merger Sub"). Pursuant to the terms of the Merger Agreement and the Merger (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Company Common Stock") held by the Reporting Person was acquired, at a purchase price of $15.00 per share (the "Price Per Share") in cash
Class A Common StockSEC Table I · non-derivative	Direct	Reported balance After 2019-12-31 transaction · row 3 Amendment: may correct only part of an earlier disclosure. 1 source row Row 3 · 2019-12-31 · Disposition to issuer · Disposed 4,499 · Balance 0 F1: On August 28, 2019 the Issuer entered into an Agreement and Plan of Merger (the"Merger Agreement")with WSP Global inc., a Canadian corporation (the "Parent") and Everest Acquisition Corp., a New York corporation and a direct subsidiary of the Parent) the "Merger Sub"). Pursuant to the terms of the Merger Agreement and the Merger (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Company Common Stock") held by the Reporting Person was acquired, at a purchase price of $15.00 per share (the "Price Per Share") in cash

Filing footnotes · ownership attribution and instrument terms

F1: On August 28, 2019 the Issuer entered into an Agreement and Plan of Merger (the"Merger Agreement")with WSP Global inc., a Canadian corporation (the "Parent") and Everest Acquisition Corp., a New York corporation and a direct subsidiary of the Parent) the "Merger Sub"). Pursuant to the terms of the Merger Agreement and the Merger (as defined in the Merger Agreement), each share of the Issuer's common stock (the "Company Common Stock") held by the Reporting Person was acquired, at a purchase price of $15.00 per share (the "Price Per Share") in cash

PAE Inc

Report date February 15, 2022 · Filed February 16, 2022

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2022-02-15 transaction · row 1 1 source row Row 1 · 2022-02-15 · Disposition to issuer · Disposed 13,453 · Balance 0 F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding share of Class A common stock of the Company held by the Reporting Person was converted into the right to receive $10.05 in cash, without interest and less applicable withholding taxes.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2022-02-15 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2022-02-15 · Disposition to issuer · Disposed 17,162 · Balance 0 F2: At the effective time of the Merger, each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05.

Filing footnotes · ownership attribution and instrument terms

F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding share of Class A common stock of the Company held by the Reporting Person was converted into the right to receive $10.05 in cash, without interest and less applicable withholding taxes.

F2: At the effective time of the Merger, each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

CHANNELADVISOR CORP

Report date November 15, 2022 · Filed November 15, 2022

Section 16 reporting ended · disclosed 2022-11-15. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	26,435	Reported balance After 2022-10-11 transaction · row 1 Account or security details depend on footnotes; rows are not merged. 1 source row Row 1 · 2022-10-11 · Gift · Disposed 1,200 · Balance 26,435
Common StockSEC Table I · non-derivative	Direct	8,384	Reported balance After 2022-11-15 transaction · row 2 Account or security details depend on footnotes; rows are not merged. 1 source row Row 2 · 2022-11-15 · Disposition to issuer · Disposed 18,051 · Balance 8,384 F1: On November 15, 2022, the effective date (the "Effective Date") of the merger between the Issuer, CommerceHub, Inc., a Delaware corporation ("CommerceHub") and CH Merger Sub, Inc., a Delaware corporation ("CH Merger Sub") and a wholly owned subsidiary of CommerceHub pursuant to which CH Merger Sub merged with and into the Issuer with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of CommerceHub (the "Merger"), each share of the Issuer's common stock was cancelled in exchange for $23.10 per share.
Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2022-11-15 transaction · row 3 Account or security details depend on footnotes; rows are not merged. 1 source row Row 3 · 2022-11-15 · Disposition to issuer · Disposed 8,384 · Balance 0 F2: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F3: On the Effective Date, pursuant to the Merger, these restricted stock units were cancelled in exchange for a cash payment equal to (A) the total number of shares of common stock underlying such restricted stock units, multiplied by (B) $23.10.

Filing footnotes · ownership attribution and instrument terms

F1: On November 15, 2022, the effective date (the "Effective Date") of the merger between the Issuer, CommerceHub, Inc., a Delaware corporation ("CommerceHub") and CH Merger Sub, Inc., a Delaware corporation ("CH Merger Sub") and a wholly owned subsidiary of CommerceHub pursuant to which CH Merger Sub merged with and into the Issuer with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of CommerceHub (the "Merger"), each share of the Issuer's common stock was cancelled in exchange for $23.10 per share.

F2: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer.

F3: On the Effective Date, pursuant to the Merger, these restricted stock units were cancelled in exchange for a cash payment equal to (A) the total number of shares of common stock underlying such restricted stock units, multiplied by (B) $23.10.

Transaction history

JSON API

Purchases/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 2, 2026 16:30 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	GrantRestricted Stock Unit · Derivative	34,605	$0.00	$0.00	Disclosure SEC source: 0001213900-26-039386 · ownership.xml · derivative · entry 4 Heinberg Marshall A · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,605 Underlying: Common Stock · 34,605 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. F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2027 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2027 and have no expiration date. Read SEC document
March 31, 2026 Filed Apr 2, 2026 16:30 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionRestricted Stock Unit · Derivative	48,346	$0.00	$0.00	Disclosure SEC source: 0001213900-26-039386 · ownership.xml · derivative · entry 3 Heinberg Marshall A · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,346 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 vested in full on March 31, 2026. F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2026. Read SEC document
March 31, 2026 Filed Apr 2, 2026 16:30 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionCommon Stock	48,346	$0.00	$0.00	Disclosure SEC source: 0001213900-26-039386 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall A · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,548 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
January 15, 2026 Filed Jan 20, 2026 17:00 UTC	ContextLogic Holdings Inc. LOGC · Entity 5343	GrantRestricted Stock Units · Derivative	19,206	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001193125-26-016767 · ownership.xml · derivative · entry 3 Heinberg Marshall S · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,206 Underlying: Common Stock · 19,206 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock, $0.0001 par value, for each RSU. F3 · kind: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). F3 · derivative.exercise_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). F3 · derivative.expiration_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). Read SEC document
January 15, 2026 Filed Jan 20, 2026 17:00 UTC	ContextLogic Holdings Inc. LOGC · Entity 5343	Exercise / conversionRestricted Stock Units · Derivative	44,321	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001193125-26-016767 · ownership.xml · derivative · entry 2 Heinberg Marshall S · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,321 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: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock, $0.0001 par value, for each RSU. F2 · kind: This reported transaction represents the settlement of RSUs vested as of January 15, 2026. F3 · derivative.exercise_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). F3 · derivative.expiration_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). Read SEC document
January 15, 2026 Filed Jan 20, 2026 17:00 UTC	ContextLogic Holdings Inc. LOGC · Entity 5343	Exercise / conversionCommon Stock	44,321	$0.00	$0.00	Disclosure SEC source: 0001193125-26-016767 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall S · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,806 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 · kind: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock, $0.0001 par value, for each RSU. Read SEC document
December 05, 2025 Filed Dec 8, 2025 16:00 UTC	ContextLogic Holdings Inc. LOGC · Entity 5343	Exercise / conversionRestricted Stock Units · Derivative	64,801	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001193125-25-311194 · ownership.xml · derivative · entry 2 Heinberg Marshall S · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 64,801 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. F2 · kind: This reported transaction represents the settlement of RSUs vested as of December 5, 2026. F3 · derivative.exercise_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occcurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or followaing the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at it's discretion). F3 · derivative.expiration_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occcurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or followaing the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at it's discretion). Read SEC document
December 05, 2025 Filed Dec 8, 2025 16:00 UTC	ContextLogic Holdings Inc. LOGC · Entity 5343	Exercise / conversionCommon Stock	64,801	$0.00	$0.00	Disclosure SEC source: 0001193125-25-311194 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall S · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,485 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 · kind: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock, $0.0001 par value, for each RSU. This reported transaction represents the settlement of RSUs vested as of December 5, 2025. Read SEC document
April 19, 2025 Filed Apr 21, 2025 20:44 UTC	ContextLogic Inc. LOGC · Entity 15730	Exercise / conversionRestricted Stock Unit · Derivative	25,684	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001213900-25-033888 · ownership.xml · derivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 25,684 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. F2 · kind: This reported transaction represents the settlement of RSUs vested as of April 19, 2025. F3 · derivative.exercise_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). F3 · derivative.expiration_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). Read SEC document
April 19, 2025 Filed Apr 21, 2025 20:44 UTC	ContextLogic Inc. LOGC · Entity 15730	Exercise / conversionClass A Common Stock	25,684	$0.00	$0.00	Disclosure SEC source: 0001213900-25-033888 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,684 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 · kind: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Issuer's Class A Common Stock for each RSU. This reported transaction represents the settlement of RSUs vested as of April 19, 2025. Read SEC document
April 01, 2025 Filed Apr 2, 2025 16:15 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	GrantRestricted Stock Unit · Derivative	48,346	$0.00	$0.00	Disclosure SEC source: 0001213900-25-028037 · ownership.xml · derivative · entry 4 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,346 Underlying: Common Stock · 48,346 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. F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2026 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2026 and have no expiration date. Read SEC document
March 31, 2025 Filed Apr 2, 2025 16:15 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionRestricted Stock Unit · Derivative	39,993	$0.00	$0.00	Disclosure SEC source: 0001213900-25-028037 · ownership.xml · derivative · entry 3 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,993 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 vested in full on March 31, 2025. F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2025. Read SEC document
March 31, 2025 Filed Apr 2, 2025 16:15 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionCommon Stock	39,993	$0.00	$0.00	Disclosure SEC source: 0001213900-25-028037 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352,202 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
January 15, 2025 Filed Jan 17, 2025 16:30 UTC	ContextLogic Inc. LOGC · Entity 15730	GrantRestricted Stock Unit · Derivative	44,321	$0.00	$0.00	Disclosure SEC source: 0001213900-25-004636 · ownership.xml · derivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,321 Underlying: Class A Common Stock · 44,321 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Issuer's Class A Common Stock for each RSU. F2 · derivative.exercise_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). F2 · derivative.expiration_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). Read SEC document
December 06, 2024 Filed Dec 9, 2024 16:30 UTC	ContextLogic Inc. LOGC · Entity 15730	GrantRestrictive Stock Unit · Derivative	64,801	$0.00	$0.00	Disclosure SEC source: 0001213900-24-106960 · ownership.xml · derivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,485 Underlying: Class A Common Stock · 64,801 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Issuer's Class A Common Stock for each RSU. F2 · derivative.exercise_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). F2 · derivative.expiration_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant based upon continued service, or on a pro-rata basis upon termination of service, including resignation before vesting. Upon termination of service, the Board in its discretion may fully vest the Reporting Person's RSUs. RSUs will fully vest in connection with the occurrence of a change in control or any other transaction the Board designates as a "special transaction". Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). Read SEC document
June 14, 2024 Filed Jun 14, 2024 16:15 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	10,000	$4.34	$43,428.00	Disclosure SEC source: 0001213900-24-052892 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,856 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.34 to $4.36, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, 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 ranges set forth in this footnote. Read SEC document
May 07, 2024 Filed May 8, 2024 21:40 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	40,000	$4.07	$162,916.00	Disclosure SEC source: 0001213900-24-040993 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,856 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.88 to $4.13, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, 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 ranges set forth in this footnote. Read SEC document
April 19, 2024 Filed Apr 23, 2024 18:04 UTC	ContextLogic Inc. WISH · Entity 15730	GrantRestricted Stock Unit · Derivative	25,684	$0.00	$0.00	Disclosure SEC source: 0000950170-24-047122 · ownership.xml · derivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,684 Underlying: Class A Common Stock · 25,684 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Issuer's Class A Common Stock for each RSU. F2 · derivative.exercise_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant or on the date of the Annual Meeting following the date of grant. Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). F2 · derivative.expiration_date: The RSUs were granted in connection with the Reporting Person's service as a member of the Board of Directors for the Issuer. Subject to the Reporting Person's continued service, the RSUs will vest in full on the one-year anniversary of the date of grant or on the date of the Annual Meeting following the date of grant. Vested RSUs will settle on or following the vesting date, but in any event within 60 days following the vesting date (unless the Reporting Person and the Issuer have agreed in writing to a later settlement date pursuant to the procedures the Issuer may prescribe at its discretion). Read SEC document
April 01, 2024 Filed Apr 2, 2024 20:00 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	GrantRestricted Stock Unit · Derivative	39,993	$0.00	$0.00	Disclosure SEC source: 0001213900-24-029520 · ownership.xml · derivative · entry 4 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,993 Underlying: Common Stock · 39,993 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. F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2025 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2025 and have no expiration date. Read SEC document
March 31, 2024 Filed Apr 2, 2024 20:00 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionRestricted Stock Unit · Derivative	33,552	$0.00	$0.00	Disclosure SEC source: 0001213900-24-029520 · ownership.xml · derivative · entry 3 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,552 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 vested in full on March 31, 2024. F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2024. Read SEC document
March 31, 2024 Filed Apr 2, 2024 20:00 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionCommon Stock	33,552	$0.00	$0.00	Disclosure SEC source: 0001213900-24-029520 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,856 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
November 10, 2023 Filed Nov 14, 2023 16:16 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	15,000	$4.79	$71,911.50	Disclosure SEC source: 0001213900-23-086969 · ownership.xml · nonDerivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 120,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.70 to $4.89, inclusive. Read SEC document
November 10, 2023 Filed Nov 14, 2023 16:16 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	15,000	$4.79	$71,911.50	Disclosure SEC source: 0001213900-23-086969 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,304 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.70 to $4.89, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, 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 ranges set forth in footnotes (1) and (2) to this Form. Read SEC document
May 15, 2023 Filed May 16, 2023 16:30 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	20,000	$6.53	$130,646.00	Disclosure SEC source: 0001213900-23-040482 · ownership.xml · nonDerivative · entry 3 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 105,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.46 to $6.58, inclusive. Read SEC document
May 15, 2023 Filed May 16, 2023 16:30 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	311	$6.48	$2,016.46	Disclosure SEC source: 0001213900-23-040482 · ownership.xml · nonDerivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,304 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.47 to $6.50, inclusive. Read SEC document
May 12, 2023 Filed May 16, 2023 16:30 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	19,689	$6.42	$126,318.72	Disclosure SEC source: 0001213900-23-040482 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,993 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.35 to $6.51, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, 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 ranges set forth in footnotes (1), (2) and (3) to this Form. Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:32 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	GrantRestricted Stock Unit · Derivative	33,552	$0.00	$0.00	Disclosure SEC source: 0001213900-23-027283 · ownership.xml · derivative · entry 4 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,552 Underlying: Common Stock · 33,552 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. F3 · derivative.exercise_date: The restricted stock units will vest on March 31, 2024 and have no expiration date. F3 · derivative.expiration_date: The restricted stock units will vest on March 31, 2024 and have no expiration date. Read SEC document
March 31, 2023 Filed Apr 4, 2023 20:32 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionRestricted Stock Unit · Derivative	25,767	$0.00	$0.00	Disclosure SEC source: 0001213900-23-027283 · ownership.xml · derivative · entry 3 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,767 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 vested in full on March 31, 2023. F2 · derivative.expiration_date: The restricted stock units vested in full on March 31, 2023. Read SEC document
March 31, 2023 Filed Apr 4, 2023 20:32 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionCommon Stock	25,767	$0.00	$0.00	Disclosure SEC source: 0001213900-23-027283 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,304 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
November 15, 2022 Filed Nov 15, 2022 17:10 UTC	CHANNELADVISOR CORP ECOM · Entity 122391	Disposition to issuerCommon Stock	8,384	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-22-057053 · doc4.xml · nonDerivative · entry 3 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F3 · price: On the Effective Date, pursuant to the Merger, these restricted stock units were cancelled in exchange for a cash payment equal to (A) the total number of shares of common stock underlying such restricted stock units, multiplied by (B) $23.10. Read SEC document
November 15, 2022 Filed Nov 15, 2022 17:10 UTC	CHANNELADVISOR CORP ECOM · Entity 122391	Disposition to issuerCommon Stock	18,051	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-22-057053 · doc4.xml · nonDerivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,384 F1 · price: On November 15, 2022, the effective date (the "Effective Date") of the merger between the Issuer, CommerceHub, Inc., a Delaware corporation ("CommerceHub") and CH Merger Sub, Inc., a Delaware corporation ("CH Merger Sub") and a wholly owned subsidiary of CommerceHub pursuant to which CH Merger Sub merged with and into the Issuer with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of CommerceHub (the "Merger"), each share of the Issuer's common stock was cancelled in exchange for $23.10 per share. Read SEC document
October 11, 2022 Filed Nov 15, 2022 17:10 UTC	CHANNELADVISOR CORP ECOM · Entity 122391	GiftCommon Stock	1,200	$0.00	$0.00	Disclosure SEC source: 0001209191-22-057053 · doc4.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,435 Read SEC document
May 13, 2022 Filed May 16, 2022 16:31 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	20,000	$5.68	$113,600.00	Disclosure SEC source: 0001213900-22-027166 · ownership.xml · nonDerivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Domestic Partner Disclosed balance after: 85,000 Read SEC document
May 13, 2022 Filed May 16, 2022 16:31 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	20,000	$5.68	$113,600.00	Disclosure SEC source: 0001213900-22-027166 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,537 Read SEC document
April 29, 2022 Filed May 3, 2022 17:01 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	GrantRestricted Stock Unit · Derivative	25,767	$0.00	$0.00	Disclosure SEC source: 0001213900-22-023692 · ownership.xml · derivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,767 Underlying: Common Stock · 25,767 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 on March 31, 2023 and have no expiration date. F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2023 and have no expiration date. Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionRestricted Stock Unit · Derivative	24,537	$0.00	$0.00	Disclosure SEC source: 0001213900-22-018285 · ownership.xml · derivative · entry 3 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,537 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 vested in full on April 1, 2022. F2 · derivative.expiration_date: The restricted stock units vested in full on April 1, 2022. Read SEC document
April 01, 2022 Filed Apr 5, 2022 20:15 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	Exercise / conversionCommon Stock	24,537	$0.00	$0.00	Disclosure SEC source: 0001213900-22-018285 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,537 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
March 01, 2022 Filed Mar 1, 2022 16:27 UTC	CHANNELADVISOR CORP ECOM · Entity 122391	GrantCommon Stock	8,384	$0.00	$0.00	Disclosure SEC source: 0001209191-22-014018 · doc4.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,635 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: This grant was made pursuant to the issuer's non-employee director compensation policy. The shares underlying this restricted stock unit award will vest in full on March 1, 2023, subject to the reporting person's continued service with the issuer as of that date. Read SEC document
February 15, 2022 Filed Feb 16, 2022 16:24 UTC	PAE Inc PAE · Entity 130269	Disposition to issuerRestricted Stock Units · Derivative	17,162	Not disclosed	Not disclosed	Disclosure SEC source: 0001720821-22-000012 · wf-form4_164504663449936.xml · derivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 17,162 shares Expires not disclosed F2 · derivative.exercise_price: At the effective time of the Merger, each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. F2 · price: At the effective time of the Merger, each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. F2 · derivative.exercise_date: At the effective time of the Merger, each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. F2 · derivative.expiration_date: At the effective time of the Merger, each issued and outstanding Restricted Stock Unit ("RSU"), whether vested or unvested, held by the Reporting Person was cancelled and converted into the right to receive (without interest and less applicable withholding taxes) an amount in cash equal to (i) the number of shares of Class A Common Stock underlying each such RSU multiplied by (ii) $10.05. Read SEC document
February 15, 2022 Filed Feb 16, 2022 16:24 UTC	PAE Inc PAE · Entity 130269	Disposition to issuerClass A Common Stock	13,453	Not disclosed	Not disclosed	Disclosure SEC source: 0001720821-22-000012 · wf-form4_164504663449936.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated October 25, 2021, among PAE Incorporated (the "Company"), Amentum Government Services Holdings LLC, and Pinnacle Virginia Merger Sub Inc. (the "Merger"), each issued and outstanding share of Class A common stock of the Company held by the Reporting Person was converted into the right to receive $10.05 in cash, without interest and less applicable withholding taxes. Read SEC document
August 17, 2021 Filed Aug 18, 2021 18:43 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	15,000	$6.45	$96,750.00	Disclosure SEC source: 0001213900-21-043697 · ownership.xml · nonDerivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Domestic Partner Disclosed balance after: 65,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.35 to $6.65, inclusive. Read SEC document
August 17, 2021 Filed Aug 18, 2021 18:43 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	15,000	$6.55	$98,250.00	Disclosure SEC source: 0001213900-21-043697 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.35 to $6.65, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, 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 ranges set forth in footnotes (1) and (2) to this Form. Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:08 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	GrantRestricted Stock Unit · Derivative	24,537	$0.00	$0.00	Disclosure SEC source: 0001213900-21-020216 · ownership.xml · derivative · entry 3 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,537 Underlying: Common Stock · 24,537 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 on March 31, 2022 and have no expiration date. F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2022 and have no expiration date. Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:08 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	50,000	$5.00	$250,000.00	Disclosure SEC source: 0001213900-21-020216 · ownership.xml · nonDerivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Domestic Partner Disclosed balance after: 50,000 Read SEC document
April 01, 2021 Filed Apr 5, 2021 20:08 UTC	Custom Truck One Source, Inc. CTOS · Entity 4503	PurchaseCommon Stock	100,000	$5.00	$500,000.00	Disclosure SEC source: 0001213900-21-020216 · ownership.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Read SEC document
March 15, 2021 Filed Mar 17, 2021 16:24 UTC	PAE Inc PAE · Entity 130269	GrantRestricted Stock Units · Derivative	17,162	$0.00	$0.00	Disclosure SEC source: 0001720821-21-000035 · wf-form4_161601264036560.xml · derivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,162 Underlying: Class A Common Stock · 17,162 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PAE Incorporated's Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on March 15, 2022. F2 · derivative.expiration_date: The restricted stock units vest on March 15, 2022. Read SEC document
March 04, 2021 Filed Mar 4, 2021 16:57 UTC	CHANNELADVISOR CORP ECOM · Entity 122391	SaleCommon Stock	13,000	$22.46	$291,980.00	Disclosure SEC source: 0001169652-21-000040 · wf-form4_161489500982828.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,251 F1 · price: The common stock was sold by the reporting person in a series of open market transactions on the transaction date with a volume weighted average sale price of $22.46. The range of sales prices for the transactions reported was $22.00 to $22.61 per share. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document
March 01, 2021 Filed Mar 1, 2021 16:22 UTC	CHANNELADVISOR CORP ECOM · Entity 122391	GrantCommon Stock	6,640	$0.00	$0.00	Disclosure SEC source: 0001169652-21-000024 · wf-form4_161463372455353.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,251 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: This grant was made pursuant to the issuer's non-employee director compensation policy. The shares underlying this restricted stock unit award will vest in full on March 1, 2022, subject to the reporting person's continued service with the issuer as of that date. Read SEC document
February 09, 2021 Filed Feb 11, 2021 18:17 UTC	PAE Inc PAE · Entity 130269	Exercise / conversionRestricted Stock Units · Derivative	13,453	$0.00	$0.00	Disclosure SEC source: 0001720821-21-000002 · wf-form4_161308543945883.xml · derivative · entry 2 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,453 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 Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vested on February 9, 2021. F2 · derivative.expiration_date: The restricted stock units vested on February 9, 2021. Read SEC document
February 09, 2021 Filed Feb 11, 2021 18:17 UTC	PAE Inc PAE · Entity 130269	Exercise / conversionClass A Common Stock	13,453	Not disclosed	Not disclosed	Disclosure SEC source: 0001720821-21-000002 · wf-form4_161308543945883.xml · nonDerivative · entry 1 Heinberg Marshall · CIK 0001481338 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,453 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 Class A Common Stock on a one-for-one basis. 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.