Custom Truck One Source director gets RSU grant
Custom Truck One Source, Inc. director Marshall A. Heinberg reported equity compensation and routine stock activity.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Custom Truck One Source, Inc. director Marshall A. Heinberg reported equity compensation and routine stock activity. On April 1, 2026, he received a grant of 34,605 restricted stock units, each representing one share of common stock, scheduled to vest on March 31, 2027. On March 31, 2026, 48,346 restricted stock units vested and were exercised into 48,346 shares of common stock at no cash exercise price, increasing his direct common stock holdings to 400,548 shares. He also reports indirect ownership of 120,000 shares of common stock held by his spouse.
Insider Trade Summary
48,346 shares exercised/converted
Exercise
4 txns
Insider
Heinberg Marshall A
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Unit | 34,605 | $0.00 | $0.00 |
| Exercise | Restricted Stock Unit | 48,346 | $0.00 | $0.00 |
| Exercise | Common Stock | 48,346 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Unit — 34,605 contracts (Direct);
Common Stock — 400,548 shares (Direct);
Common Stock — 120,000 shares (Indirect, By Spouse)
Footnotes (3)
- F1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
- F2. The restricted stock units vested in full on March 31, 2026.
- F3. The restricted stock units will vest on March 31, 2027 and have no expiration date.
Key Figures
RSUs granted: 34,605 units
RSU vesting and exercise: 48,346 units/shares
Exercise price: $0.0000 per share
+3 more
6 metrics
RSUs granted
34,605 units
Restricted Stock Unit grant on April 1, 2026
RSU vesting and exercise
48,346 units/shares
RSUs vested and converted to common stock on March 31, 2026
Exercise price
$0.0000 per share
Stated price for RSU exercise and resulting common shares
Direct common stock holdings
400,548 shares
Direct ownership after March 31, 2026 transactions
Indirect common stock holdings
120,000 shares
Indirect ownership by spouse reported as of March 31, 2026
New RSU vesting date
March 31, 2027
Vesting date for 34,605 newly granted restricted stock units
Key Terms
Restricted Stock Unit, derivative security, vesting, indirect ownership, +1 more
5 terms
Restricted Stock Unit financial
"Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
vesting financial
"The restricted stock units vested in full on March 31, 2026."
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
indirect ownership financial
"Common Stock entry shows indirect ownership with nature of ownership: By Spouse."
grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Marshall Heinberg report at Custom Truck One Source (CTOS)?
Marshall A. Heinberg reported equity compensation activity, including the vesting and exercise of 48,346 restricted stock units into common shares and a new grant of 34,605 restricted stock units, all at a stated price of $0.0000 per unit or share.
How many restricted stock units were granted to the CTOS director in this Form 4?
The director received a grant of 34,605 restricted stock units. Each unit represents a contingent right to receive one share of Custom Truck One Source common stock, providing additional equity-based compensation tied directly to the company’s share performance over time.
When do the newly granted CTOS restricted stock units vest for Marshall Heinberg?
The newly granted restricted stock units will vest on March 31, 2027. Vesting means the director will then be entitled to receive one share of Custom Truck One Source common stock for each unit, assuming he satisfies any applicable service conditions.
Are the CTOS insider transactions open-market buys or compensation events?
The reported transactions are compensation-related equity events, not open-market purchases or sales. They include a new restricted stock unit grant and the vesting and exercise of existing restricted stock units into common stock at a stated price of $0.0000.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates