Joe P. Ross - 31 Dec 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
03 Jan 2025, 17:30:26 UTC
Prior SEC filing
09 Aug 2024
Next SEC filing
03 Apr 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Paul M. Jolas, Attorney-in-fact

Key filing fact

Joe P. Ross filed Form 4 for Custom Truck One Source, Inc. (CTOS) on 03 Jan 2025.

Key facts

  • This page summarizes Joe P. Ross'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 2025, 17:30.

Change

  • Previous filing in this sequence was filed on 09 Aug 2024.
  • Current net transaction value: -$52,362.

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
+18,050
Change %
+7.2%
Price
$0.000000
Shares after
267,884
Date
31 Dec 2024
Ownership
Direct
Footnotes
F1
CTOS transaction

Common Stock

Tax liability

Transaction value
$52,362
Shares
-10,886
Change %
-4.1%
Price
$4.81
Shares after
256,998
Date
31 Dec 2024
Ownership
Direct
Footnotes
F2
CTOS holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
282,449
Date
31 Dec 2024
Ownership
By Joseph P. Ross Holding Company, LLC

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
-9,025
Change %
-11%
Price
$0.000000
Shares after
70,175
Date
31 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
9,025
Exercise price
Footnotes
F1, F3
CTOS transaction Derivative

Performance Stock Unit

Options Exercise

Transaction value
$0
Shares
-9,025
Change %
-11%
Price
$0.000000
Shares after
70,175
Date
31 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
9,025
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.

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