Key facts
- This page summarizes James Carlsen's Form 4 filing for Custom Truck One Source, Inc. (CTOS).
- 4 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 03 Jan 2024, 17:22.
James Carlsen - 31 Dec 2023 Form 4 Insider Report for Custom Truck One Source, Inc. (CTOS)
- Reporting relationship
- CIO
- Issuer ticker
- CTOS
- Reported as of
- 31 Dec 2023
- Net transaction value
- -$4,901
- SEC form
- 4
- Accepted by SEC
- 03 Jan 2024, 17:22:42 UTC
- Prior SEC filing
- 04 Apr 2023
- Next SEC filing
- 26 Mar 2024
- Source filing
- View source filing
- Reporting owner signature
- By: /s/ James Carlsen
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
James Carlsen filed Form 4 for Custom Truck One Source, Inc. (CTOS) on 03 Jan 2024.
Change
- Previous filing in this sequence was filed on 04 Apr 2023.
- Current net transaction value: -$4,901.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
CTOS
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +2,906
- Change %
- +5.2%
- Price
- $0.000000
- Shares after
- 59,130
- Date
- 31 Dec 2023
- Ownership
- Direct
- Footnotes
- F1
CTOS
transaction
Common Stock
Tax liability
- Transaction value
- $4,901
- Shares
- -793
- Change %
- -1.3%
- Price
- $6.18
- Shares after
- 58,337
- Date
- 31 Dec 2023
- Ownership
- Direct
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CTOS
transaction
Derivative
Performance Stock Unit
Options Exercise
- Transaction value
- $0
- Shares
- -1,453
- Change %
- -9.5%
- Price
- $0.000000
- Shares after
- 13,859
- Date
- 31 Dec 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,453
- Exercise price
- Footnotes
- F1, F3
CTOS
transaction
Derivative
Performance Stock Unit
Options Exercise
- Transaction value
- $0
- Shares
- -1,453
- Change %
- -9.5%
- Price
- $0.000000
- Shares after
- 13,859
- Date
- 31 Dec 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,453
- Exercise price
- Footnotes
- F1, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock.
Footnote F2
Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units.
Footnote 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.