Marshall A. Heinberg - 31 Mar 2024 Form 4 Insider Report for Custom Truck One Source, Inc. (CTOS)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
02 Apr 2024, 20:00:14 UTC
Prior SEC filing
14 Nov 2023
Next SEC filing
23 Apr 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Paul M. Jolas, Attorney-in-fact

Key filing fact

Marshall A. Heinberg filed Form 4 for Custom Truck One Source, Inc. (CTOS) on 02 Apr 2024.

Key facts

  • This page summarizes Marshall A. Heinberg's Form 4 filing for Custom Truck One Source, Inc. (CTOS).
  • 3 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 02 Apr 2024, 20:00.

Change

  • Previous filing in this sequence was filed on 14 Nov 2023.
  • Current net transaction value: $0.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

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
+33,552
Change %
+15%
Price
$0.000000
Shares after
253,856
Date
31 Mar 2024
Ownership
Direct
Footnotes
F1
CTOS holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
120,000
Date
31 Mar 2024
Ownership
By Spouse

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CTOS transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value
$0
Shares
-33,552
Change %
-100%
Price
$0.000000*
Shares after
0
Date
31 Mar 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
33,552
Exercise price
Footnotes
F1, F2
CTOS transaction Derivative

Restricted Stock Unit

Award

Transaction value
$0
Shares
+39,993
Change %
Price
$0.000000
Shares after
39,993
Date
01 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
39,993
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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

Footnote F2

The restricted stock units vested in full on March 31, 2024.

Footnote F3

The restricted stock units will vest on March 31, 2025 and have no expiration date.

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