Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.CTOS · Entity 4503 | Chief Accounting Officer | April 28, 2025 | April 30, 2025 |
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 28, 2025 · Filed April 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 25,000 |
Reported balance
After 2025-04-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-28 · Grant · Acquired 25,000 · Balance 25,000 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: 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. |
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 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.
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 28, 2025 Filed Apr 30, 2025 23:11 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-037888 · ownership.xml · derivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 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 | 8,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028629 · ownership.xml · derivative · entry 4 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 8,750 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 | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028629 · ownership.xml · derivative · entry 3 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,250 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 | 4,899 | $4.20 | $20,575.80 |
DisclosureSEC source: 0001213900-25-028629 · ownership.xml · nonDerivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,338 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 | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028629 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,237 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 22:56 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-000871 · ownership.xml · derivative · entry 4 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,261 Underlying: Common Stock · 678 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 22:56 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-000871 · ownership.xml · derivative · entry 3 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,279 Underlying: Common Stock · 1,580 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 22:56 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 1,485 | $4.81 | $7,142.85 |
DisclosureSEC source: 0001213900-25-000871 · ownership.xml · nonDerivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,237 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 22:56 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 2,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-000871 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,722 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 |
| May 07, 2024 Filed May 9, 2024 01:41 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | PurchaseCommon Stock | 3,000 | $4.12 | $12,360.00 |
DisclosureSEC source: 0001213900-24-040995 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,464 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:41 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 8,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029859 · ownership.xml · derivative · entry 4 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,250 Underlying: Common Stock · 8,750 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 20:41 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029859 · ownership.xml · derivative · entry 3 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 6,250 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 20:41 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 4,111 | $5.88 | $24,172.68 |
DisclosureSEC source: 0001213900-24-029859 · ownership.xml · nonDerivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,464 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 20:41 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-029859 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,575 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 |
| March 18, 2024 Filed Mar 20, 2024 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 1,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-024376 · ownership.xml · derivative · entry 3 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,666 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 March 18, 2021. F3 · derivative.expiration_date: The restricted stock units vest in four equal, annual installments beginning on March 18, 2021. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 457 | $5.37 | $2,454.09 |
DisclosureSEC source: 0001213900-24-024376 · ownership.xml · nonDerivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,416 F2 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 20:15 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 1,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-024376 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,873 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 | 3,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-026054 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,575 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. F2 · balance_after: The amounts in Column 5 reflect the number of shares of Common Stock beneficially owned as of the date hereof after giving effect to the transaction reported herein. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:26 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 623 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-000885 · ownership.xml · derivative · entry 4 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,939 Underlying: Common Stock · 623 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 22:26 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 1,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-000885 · ownership.xml · derivative · entry 3 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,859 Underlying: Common Stock · 1,453 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: 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 22:26 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 654 | $6.18 | $4,041.72 |
DisclosureSEC source: 0001213900-24-000885 · ownership.xml · nonDerivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,207 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 22:26 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 2,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-000885 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,861 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 28, 2023 Filed Sep 14, 2023 23:26 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | PurchaseCommon Stock | 10 | $6.41 | $64.10 |
DisclosureSEC source: 0001213900-23-076780 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,785 Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · derivative · entry 14 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 6,250 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. F6 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 1, 2022. F6 · 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 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 1,846 | $6.79 | $12,534.34 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 8 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,775 F3 · 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 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 7 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,621 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 |
| March 18, 2023 Filed Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · derivative · entry 13 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,666 Underlying: Common Stock · 1,667 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 March 18, 2021. F4 · derivative.expiration_date: The restricted stock units vest in four equal, annual installments beginning on March 18, 2021. Read SEC document |
| March 18, 2023 Filed Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 453 | $6.54 | $2,962.62 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 6 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,371 F3 · shares: Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units. Read SEC document |
| March 18, 2023 Filed Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 5 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,824 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 Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · derivative · entry 12 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,562 Underlying: Common Stock · 938 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 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F5 · 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. F5 · 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 Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionPerformance Stock Unit · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · derivative · entry 11 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,312 Underlying: Common Stock · 2,188 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 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock. F5 · 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. F5 · 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 Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 706 | $6.32 | $4,461.92 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 4 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,157 F3 · 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 Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 3,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 3 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,863 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 · 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 21:18 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-044824 · ownership.xml · derivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 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 21:18 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-044824 · ownership.xml · derivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 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 |
| May 13, 2022 Filed May 16, 2022 20:32 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | PurchaseCommon Stock | 5,000 | $5.67 | $28,350.00 |
DisclosureSEC source: 0001213900-22-027171 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,403 Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:01 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-018264 · ownership.xml · derivative · entry 3 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Common Stock · 6,250 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 00:01 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Tax withholdingCommon Stock | 1,847 | $8.34 | $15,403.98 |
DisclosureSEC source: 0001213900-22-018264 · ownership.xml · nonDerivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,403 Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:01 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-018264 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 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 18, 2022 Filed Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · derivative · entry 10 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,333 Underlying: Common Stock · 1,667 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 March 18, 2021. F4 · derivative.expiration_date: The restricted stock units vest in four equal, annual installments beginning on March 18, 2021. Read SEC document |
| March 18, 2022 Filed Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,737 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 |
| July 08, 2021 Filed Jul 12, 2021 20:33 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-036548 · ownership.xml · derivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 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 20:33 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-036548 · ownership.xml · derivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 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 22:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantPerformance Stock Unit · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-029715 · ownership.xml · derivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 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 22:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-029715 · ownership.xml · derivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 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 |
| March 18, 2021 Filed Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionRestricted Stock Unit · Derivative | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · derivative · entry 9 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 1,667 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 March 18, 2021. F4 · derivative.expiration_date: The restricted stock units vest in four equal, annual installments beginning on March 18, 2021. Read SEC document |
| March 18, 2021 Filed Apr 5, 2023 00:43 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | Exercise / conversionCommon Stock | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-027291 · ownership.xml · nonDerivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,070 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 |
| March 18, 2020 Filed Mar 20, 2020 21:01 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantStock Option · Derivative | 13,333 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0000899243-20-009147 · doc4.xml · derivative · entry 2 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,333 Underlying: Common Stock · 13,333 shares Expires 2030-03-18 F3 · derivative.exercise_date: The stock option will vest in four equal, annual installments beginning on March 18, 2021. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 21:01 UTC | Custom Truck One Source, Inc. NSCO · Entity 4503 | GrantRestricted Stock Unit · Derivative | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-009147 · doc4.xml · derivative · entry 1 BARRETT RAYMOND TODD · CIK 0001785100 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 6,667 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest in four equal, annual installments beginning on March 18, 2021. F2 · derivative.expiration_date: The restricted stock units will vest in four equal, annual installments beginning on March 18, 2021. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.