CTOS Form 144: Proposed Sale of 13,333 Shares

Custom Truck One Source, Inc. notice of a proposed sale of 13,333 shares of Common Stock on 04/09/2026.

Accepted by SEC EDGAR 04/10/2026 - 12:57 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Custom Truck One Source, Inc. notice of a proposed sale of 13,333 shares of Common Stock on 04/09/2026. The shares are tied to an exercise of employee stock options and a broker-assisted cashless exercise through Morgan Stanley Smith Barney LLC.

Insights

Securities Attorney

Routine affiliate resale notice tied to an option exercise.

The filing lists a proposed disposition of 13,333 shares via a broker-assisted cashless exercise on 04/09/2026. This is a standard Form 144 notice used by affiliates to satisfy resale conditions under Rule 144.

Cash flows and proceeds allocation are not stated in the excerpt; timing and completion depend on execution and market conditions. Subsequent Form 4 or transaction reports may supply final sale details.

Key Figures

Shares proposed for sale: 13,333 shares Transaction method: Broker-assisted cashless exercise Broker: Morgan Stanley Smith Barney LLC

3 metrics

Shares proposed for sale 13,333 shares proposed sale on 04/09/2026

Transaction method Broker-assisted cashless exercise listed as method for the option exercise

Broker Morgan Stanley Smith Barney LLC handling the cashless exercise

Key Terms

Form 144, broker-assisted cashless exercise, exercise of employee stock options

3 terms

Form 144 regulatory

"Proposed sale notice for affiliate dispositions"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

broker-assisted cashless exercise financial

"Method described for the exercise and sale on 04/09/2026"

exercise of employee stock options financial

"Shares tied to the exercise of employee stock options"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does CTOS Form 144 show about the transaction?

It shows a proposed sale of 13,333 shares of Common Stock tied to an exercise of employee stock options on 04/09/2026. The method listed is a broker-assisted cashless exercise through Morgan Stanley Smith Barney LLC.

Does the Form 144 confirm the shares were sold for CTOS?

No. It is a notice of a proposed sale; the filing records the intended disposition method and date but does not confirm completion. Actual sale execution and proceeds would appear in later transaction reports if completed.

Who is the broker handling the CTOS transaction?

The broker named is Morgan Stanley Smith Barney LLC at 1 New York Plaza. The excerpt ties the broker to the listed broker-assisted cashless exercise on 04/09/2026.

What does 'broker-assisted cashless exercise' mean in this CTOS filing?

It indicates the option exercise and simultaneous sale of shares handled by a broker to cover exercise costs. The excerpt specifies this method but does not disclose gross proceeds, net proceeds, or price per share.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001785100
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Custom Truck One Source, Inc.
SEC File Number	001-38186
Address of Issuer	7701 INDEPENDENCE AVENUE KANSAS CITY MISSOURI 64125
Phone	(816) 241-4888
Name of Person for Whose Account the Securities are To Be Sold	BARRETT RAYMOND TODD
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Former Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	Morgan Stanley Smith Barney LLC 1 New York Plaza 8th Floor New York IN 10004	13333	93968.00	226625924	04/09/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common Stock	04/09/2026	Exercise of employee stock options	Custom Truck One Source, Inc.			13333	04/09/2026	Broker assisted cashless exercise

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	04/10/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	Raymond Todd Barrett
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)