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Custom Truck One Source (NYSE: CTOS) director receives 19,225 RSUs and converts 26,859 units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Custom Truck One Source director Georgia R. Nelson reported equity compensation activity in the form of restricted stock units and common shares. She received a grant of 19,225 restricted stock units on April 1, 2026, each representing one share of common stock that will vest on March 31, 2027.

On March 31, 2026, previously granted restricted stock units covering 26,859 shares vested in full and were exercised into 26,859 shares of common stock. Following these transactions, Nelson directly owns 132,663 shares of common stock and 19,225 unvested restricted stock units.

Positive

  • None.

Negative

  • None.
Insider NELSON GEORGIA R
Role Director
Type Security Shares Price Value
Grant/Award Restricted Stock Unit 19,225 $0.00 --
Exercise Restricted Stock Unit 26,859 $0.00 --
Exercise Common Stock 26,859 $0.00 --
Holdings After Transaction: Restricted Stock Unit — 19,225 shares (Direct); Common Stock — 132,663 shares (Direct)
Footnotes (1)
  1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The restricted stock units vested in full on March 31, 2026. The restricted stock units will vest on March 31, 2027 and have no expiration date.
New RSU grant 19,225 units Restricted stock units granted April 1, 2026
RSUs vested and exercised 26,859 units Restricted stock units vested March 31, 2026
Common shares after transactions 132,663 shares Direct CTOS common stock holdings post-transaction
Unvested RSUs outstanding 19,225 units Restricted stock units vesting March 31, 2027
Restricted Stock Unit financial
"Each restricted stock unit represents a contingent right to receive one share"
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
"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.
vested in full financial
"The restricted stock units vested in full on March 31, 2026"
conversion or exercise financial
"Exercise or conversion of derivative security"
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
NELSON GEORGIA R
(Last)(First)(Middle)
7701 INDEPENDENCE AVE
(Street)
KANSAS CITY MISSOURI 64125
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
Custom Truck One Source, Inc. [ CTOS ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock03/31/2026M26,859A$0(1)132,663D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Unit(1)03/31/2026M26,859 (2) (2)Common Stock26,859$00D
Restricted Stock Unit(1)04/01/2026A19,225 (3) (3)Common Stock19,225$019,225D
Explanation of Responses:
1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
2. The restricted stock units vested in full on March 31, 2026.
3. The restricted stock units will vest on March 31, 2027 and have no expiration date.
By: /s/ Paul M. Jolas, Attorney-in-fact04/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did director Georgia R. Nelson report in the latest Form 4 for CTOS?

Georgia R. Nelson reported equity compensation activity, including a new restricted stock unit grant and the vesting and exercise of prior units into common shares. These transactions reflect routine director compensation rather than open-market buying or selling of Custom Truck One Source stock.

How many restricted stock units did Georgia R. Nelson receive from Custom Truck One Source (CTOS)?

Nelson received 19,225 restricted stock units, each convertible into one share of Custom Truck One Source common stock. These units were granted at no cash cost and represent part of her director compensation package, subject to future vesting conditions specified in the award terms.

When do Georgia R. Nelson’s new CTOS restricted stock units vest?

The newly granted 19,225 restricted stock units will vest on March 31, 2027, according to the filing footnotes. Once vested, each unit entitles her to receive one share of Custom Truck One Source common stock, increasing her potential equity stake if she holds the shares.

What happened to Georgia R. Nelson’s previously granted CTOS restricted stock units?

Previously granted restricted stock units covering 26,859 shares vested in full on March 31, 2026 and were exercised into an equal number of common shares. This converted her derivative award into direct share ownership, without indicating any open-market purchase or sale activity.

How many CTOS common shares does Georgia R. Nelson own after these transactions?

After the reported transactions, Nelson directly owns 132,663 shares of Custom Truck One Source common stock. She also holds 19,225 unvested restricted stock units, which may convert into additional shares if they vest on March 31, 2027 under the terms of the award.

Does Georgia R. Nelson’s Form 4 indicate open-market buying or selling of CTOS stock?

The Form 4 shows no open-market purchases or sales. All reported activity involves a grant of restricted stock units and the vesting and conversion of existing units into common shares, which are standard elements of director equity compensation at many public companies.