Every Form 4 that Custom Truck One Source, Inc. (CTOS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CTOS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CTOS filings page.
Custom Truck One Source CEO Ryan McMonagle reported equity compensation activity. On April 1, 2026, restricted stock units representing 121,875 shares of common stock were exercised, and 54,906 shares of common stock were withheld at $6.62 per share to cover tax obligations.
Following these transactions, he held 695,984 shares of common stock directly. He was also granted 175,000 new restricted stock units, each convertible into one share of common stock. These RSUs vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon achieving specified corporate milestones.
Custom Truck One Source, Inc. Chief Financial Officer Christopher J. Eperjesy reported several equity-compensation transactions. On April 1, 2026, he exercised restricted stock units representing 90,000 shares of common stock, converting previously granted awards into shares.
To cover related tax obligations from RSU vesting, 40,547 common shares were withheld at $6.62 per share, leaving him with 283,926 common shares held directly. He also received a new grant of 95,000 restricted stock units, which vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon achievement of certain corporate milestones.
Custom Truck One Source, Inc. EVP, General Counsel & Secretary Paul M. Jolas reported multiple equity compensation transactions. On April 1, 2026, three blocks of 16,875 restricted stock units were exercised, converting into a total of 50,625 shares of common stock at a $0.00 exercise price.
In connection with this vesting, 19,923 shares of common stock were withheld at $6.62 per share to satisfy tax obligations, rather than sold in the open market. After these transactions, Jolas directly owned 81,160 shares of common stock.
He also received a new grant of 72,500 restricted stock units, each representing a right to one share of common stock. These units vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon achievement of specified corporate milestones.
Custom Truck One Source, Inc. President – Rentals Rich Thomas R. reported equity compensation activity involving restricted stock units and common shares. On April 1, 2026, he exercised restricted stock units into 75,000 shares of common stock and had 22,538 shares withheld at $6.62 per share to cover tax obligations, which is not an open-market sale. He also received a new grant of 100,000 restricted stock units, each representing one share of common stock. Following these transactions, he directly held 363,635 shares of common stock. The restricted stock units vest in four equal annual installments under schedules beginning on April 1, 2024, April 1, 2026, and April 1, 2027, with some vesting subject to continued service and potential partial acceleration upon achieving specified corporate milestones.
Custom Truck One Source, Inc. director Frederick M. Ross, Jr. reported equity compensation activity involving restricted stock units and common stock on April 1, 2026. He exercised restricted stock units covering 131,250 shares of common stock, and 39,441 shares were withheld at $6.62 per share to cover tax obligations related to vesting.
Ross also received a new grant of 175,000 restricted stock units, which vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon certain corporate milestones. Following these transactions, he directly owns 540,188 shares of common stock and indirectly holds 2,000,000 shares through Frederick M. Ross, Jr. Holding Company, LLC.
Custom Truck One Source, Inc. President – Sales Joe P. Ross reported equity compensation activity involving restricted stock units and common shares of CTOS. On April 1, 2026, he exercised restricted stock units covering 75,000 shares of common stock, and the company withheld 33,788 shares at $6.62 per share to satisfy tax obligations arising from vesting.
Following these transactions, Ross directly held 377,493 shares of common stock and indirectly held 282,449 shares through Joseph P. Ross Holding Company, LLC. He also received a new grant of 100,000 restricted stock units, which vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon achievement of specified corporate milestones.
Custom Truck One Source director Paul T. Bader reported equity compensation activity involving restricted stock units and common shares. He received a grant of 19,225 restricted stock units on April 1, 2026, each representing one future share of common stock and scheduled to vest on March 31, 2027.
On March 31, 2026, a prior award of 26,859 restricted stock units vested in full and was exercised into 26,859 shares of common stock at no cash exercise price. Following these transactions, Bader directly holds 120,663 shares of common stock, and the filing shows only acquisitions, not any share sales.
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.
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.
Custom Truck One Source, Inc. director Mary M. Jackson reported routine equity compensation activity. She received a grant of 19,225 restricted stock units, each representing one share of common stock, which will vest on March 31, 2027. Previously granted restricted stock units totaling 26,859 vested in full on March 31, 2026 and were exercised, delivering 26,859 shares of common stock. Following these transactions, she directly holds 82,032 shares of common stock.
Custom Truck One Source director Mark Ein increased his equity stake through stock-based compensation. On March 31, 2026, previously granted restricted stock units representing 26,859 shares vested and were exercised into 26,859 shares of common stock, with no sale reported. On April 1, 2026, he received a new grant of 19,225 restricted stock units, each representing a right to one share of common stock, which will vest on March 31, 2027. Following these transactions, Ein directly holds 5,166,178 shares of common stock.
Custom Truck One Source, Inc. Chief Financial Officer Christopher J. Eperjesy received an equity award tied to prior performance. On February 23, 2026, he acquired 27,895 shares of Common Stock at no cash cost, as a grant classified as a performance stock unit award.
The award reflects PSUs earned for a performance period that ended on December 31, 2025, following certification by the compensation committee. These shares are still subject to time-based vesting and are scheduled to fully vest on December 31, 2026. After this grant, Eperjesy directly holds 234,473 shares.
Custom Truck One Source, Inc. reported that President – Rentals Rich Thomas R. received an equity award tied to prior performance. He acquired 24,796 shares of Common Stock at no cash price through performance stock units earned for a performance period ending on December 31, 2025. After this grant, he holds 311,173 shares directly, with the new shares still subject to time-based vesting until December 31, 2026.
Ross Joe P. reported acquisition or exercise transactions in this Form 4 filing.
Custom Truck One Source, Inc. reported that President – Sales Joe P. Ross received an equity award tied to past performance. On February 23, 2026, he was granted 24,796 shares of Common Stock at no cost, earned from performance stock units for a period that ended on December 31, 2025.
The company’s compensation committee certified the results on February 23, 2026, and these shares remain subject to time-based vesting until December 31, 2026. After this award, Ross directly holds 336,281 common shares and indirectly holds 282,449 shares through Joseph P. Ross Holding Company, LLC.
Ross Fredrick M. Jr. reported acquisition or exercise transactions in this Form 4 filing.
Custom Truck One Source director Fredrick M. Ross, Jr. reported receiving 43,392 shares of Common Stock as a stock-based award. These shares were earned under performance stock unit awards for a performance period that ended on December 31, 2025 and were certified by the compensation committee on February 23, 2026.
The granted shares still have a time-based vesting requirement and will vest on December 31, 2026. After this grant, Ross directly owns 448,379 shares and also has an indirect holding of 2,000,000 shares through Frederick M. Ross, Jr. Holding Company, LLC.
Custom Truck One Source, Inc. reported that Chief Executive Officer Ryan McMonagle acquired 40,292 shares of common stock as a performance stock unit award. The units were earned based on performance for a period ending December 31, 2025 and certified on February 23, 2026. These shares remain subject to time-based vesting until December 31, 2026. Following this grant, McMonagle directly holds 629,015 common shares.
Custom Truck One Source, Inc. reported that EVP, General Counsel & Secretary Paul M. Jolas acquired 16,739 shares of Common Stock as a stock award at a price of $0.00 per share. The award represents performance stock units earned for a performance period ending on December 31, 2025, certified on February 23, 2026. These shares remain subject to time-based vesting until December 31, 2026. Following this grant, Jolas directly holds 50,458 shares of Common Stock.
Custom Truck One Source (CTOS): Director transaction reported. A reporting person serving as a director disclosed a Code J transaction on 10/17/2025, reflecting a pro‑rata, in‑kind distribution by Capitol Acquisition Management IV, LLC to its members for no consideration. The filing lists 3,670,279 shares of common stock transferred at $0.00, previously held indirectly through the LLC. The footnote states that certain holdings now include shares received in the distribution.