Raymond Todd Barrett - Mar 18, 2021 Form 4 Insider Report for Custom Truck One Source, Inc. (CTOS)

Role
Chief Accounting Officer
Signature
By: /s/ Adam Haubenreich, Attorney-in-fact
Stock symbol
CTOS
Transactions as of
Mar 18, 2021
Transactions value $
-$19,959
Form type
4
Date filed
4/4/2023, 08:43 PM
Next filing
May 27, 2021

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CTOS Common Stock Options Exercise $0 +1.67K +17.73% $0.00 11.1K Mar 18, 2021 Direct F1
transaction CTOS Common Stock Options Exercise $0 +1.67K +15.06% $0.00 12.7K Mar 18, 2022 Direct F1
transaction CTOS Common Stock Options Exercise $0 +3.13K +24.54% $0.00 15.9K Dec 31, 2022 Direct F2
transaction CTOS Common Stock Tax liability -$4.46K -706 -4.45% $6.32 15.2K Dec 31, 2022 Direct F3
transaction CTOS Common Stock Options Exercise $0 +1.67K +11% $0.00 16.8K Mar 18, 2023 Direct F1
transaction CTOS Common Stock Tax liability -$2.96K -453 -2.69% $6.54 16.4K Mar 18, 2023 Direct F3
transaction CTOS Common Stock Options Exercise $0 +6.25K +38.18% $0.00 22.6K Apr 1, 2023 Direct F1
transaction CTOS Common Stock Tax liability -$12.5K -1.85K -8.16% $6.79 20.8K Apr 1, 2023 Direct F3

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 Restricted Stock Unit Options Exercise $0 -1.67K -25% $0.00 5K Mar 18, 2021 Common Stock 1.67K Direct F1, F4
transaction CTOS Restricted Stock Unit Options Exercise $0 -1.67K -33.34% $0.00 3.33K Mar 18, 2022 Common Stock 1.67K Direct F1, F4
transaction CTOS Performance Stock Unit Options Exercise $0 -2.19K -12.5% $0.00 15.3K Dec 31, 2022 Common Stock 2.19K Direct F2, F5
transaction CTOS Performance Stock Unit Options Exercise $0 -938 -12.51% $0.00 6.56K Dec 31, 2022 Common Stock 938 Direct F2, F5
transaction CTOS Restricted Stock Unit Options Exercise $0 -1.67K -50.02% $0.00 1.67K Mar 18, 2023 Common Stock 1.67K Direct F1, F4
transaction CTOS Restricted Stock Unit Options Exercise $0 -6.25K -33.33% $0.00 12.5K Apr 1, 2023 Common Stock 6.25K Direct F1, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2 Each performance stock unit represents a contingent right to receive one share of the Issuer's common stock.
F3 Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's performance stock units.
F4 The restricted stock units vest in four equal, annual installments beginning on March 18, 2021.
F5 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.
F6 The restricted stock units vest in four equal annual installments beginning on April 1, 2022.