James Carlsen - Dec 31, 2023 Form 4 Insider Report for Custom Truck One Source, Inc. (CTOS)

Role
CIO
Signature
By: /s/ James Carlsen
Stock symbol
CTOS
Transactions as of
Dec 31, 2023
Transactions value $
-$4,901
Form type
4
Date filed
1/3/2024, 05:22 PM
Previous filing
Apr 4, 2023
Next filing
Mar 26, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % Price $ Shares After Date Ownership Footnotes
transaction CTOS Common Stock Options Exercise $0 +2.91K +5.17% $0.00 59.1K Dec 31, 2023 Direct F1
transaction CTOS Common Stock Tax liability -$4.9K -793 -1.34% $6.18 58.3K Dec 31, 2023 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction CTOS Performance Stock Unit Options Exercise $0 -1.45K -9.49% $0.00 13.9K Dec 31, 2023 Common Stock 1.45K Direct F1, F3
transaction CTOS Performance Stock Unit Options Exercise $0 -1.45K -9.49% $0.00 13.9K Dec 31, 2023 Common Stock 1.45K Direct F1, F3

Explanation of Responses:

Id Content
F1 Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2 Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units.
F3 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.