Fredrick M. Ross Jr. - 31 Dec 2023 Form 4 Insider Report for Custom Truck One Source, Inc. (CTOS)

Role
Director
Signature
By: /s/ Frederick M. Ross, Jr.
Issuer symbol
CTOS
Transactions as of
31 Dec 2023
Net transactions value
-$79,790
Form type
4
Filing time
03 Jan 2024, 17:20:36 UTC
Previous filing
04 Apr 2023
Next filing
26 Mar 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CTOS Common Stock Options Exercise $0 +29,050 +22% $0.000000 163,100 31 Dec 2023 Direct F1
transaction CTOS Common Stock Tax liability $79,790 -12,911 -7.9% $6.18 150,189 31 Dec 2023 Direct F2
holding CTOS Common Stock 2,000,000 31 Dec 2023 By Frederick M. Ross, Jr. Holding Company, LLC

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 -14,525 -9.5% $0.000000 138,600 31 Dec 2023 Common Stock 14,525 Direct F1, F3
transaction CTOS Performance Stock Unit Options Exercise $0 -14,525 -9.5% $0.000000 138,600 31 Dec 2023 Common Stock 14,525 Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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.