Welcome to our dedicated page for Custom Truck One Source SEC filings (Ticker: CTOS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Custom Truck One Source filings document regulatory disclosures for a specialty equipment provider serving electric utility, telecom, rail, forestry, waste management and infrastructure-related markets. Recent Form 8-K reports furnish operating results, financial-condition updates, investor presentations and Regulation FD materials, including disclosures tied to segment reporting and operating realignment.
The company's proxy materials cover board matters, executive compensation, equity awards and pay-versus-performance information. Other current reports record officer changes and related governance matters, while earnings exhibits describe performance across equipment rental, truck and equipment sales, and aftermarket parts and services activities.
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.