WillScot Holdings SEC Filings

WillScot Holdings (WSC) reported Q3 2025 results with total revenue of $566.8 million versus $601.4 million a year ago. Leasing revenue was $434.2 million and delivery and installation added $98.5 million. Operating income was $118.8 million, and net income was $43.3 million, turning around from a $70.5 million loss in Q3 2024, when results were affected by a $180 million termination fee.

Year‑to‑date, revenue was $1.72 billion and net income was $134.3 million. Cash from operations reached $603.1 million for the nine months. The company redeemed its 6.125% notes due 2025 and issued $500.0 million of 6.625% notes due 2030. A subsequent amendment extended the ABL facility to October 16, 2030, reduced spreads, and resized commitments to $3.0 billion, with $1.5 billion of borrowing capacity as of September 30, 2025 on a pro forma basis.

WillScot acquired a regional provider of climate‑controlled containers for $115.6 million, adding about 2,100 units and $54.5 million of goodwill. The company paid three quarterly dividends of $0.07 per share and repurchased 2.9 million shares for $80.2 million. Shares outstanding were 181,945,689 as of October 30, 2025.

WillScot Holdings Corporation furnished an 8-Kthird quarter ended September 30, 2025. The press release is attached as Exhibit 99.1. The company notes that the information in Item 2.02 and Exhibit 99.1 is furnished, not filed, and is not subject to Section 18 liabilities, nor incorporated by reference except as expressly stated.

WillScot Holdings Corporation (WSC) amended its ABL Credit Agreement through a Seventh Amendment. The changes extend the revolving credit facilities’ expiration to October 16, 2030, reduce interest rate spreads to no more than 137.5 bps over Term SOFR/CORRA and no more than 37.5 bps over the base rate/Canadian prime, and remove prior reference-rate adjustments.

The aggregate revolving commitments were reduced from $3.7 billion to $3.0 billion to reduce undrawn line fees, while the accordion capacity increased from $750.0 million to $1.0 billion. The amendment also removes Daily Simple CORRA and eliminates United Kingdom commitments and related provisions, reflecting the absence of UK-organized borrowers.

Bradley L. Soultz, listed as Chief Executive Officer and a director of WillScot Holdings Corp (WSC), reported changes in beneficial ownership on 09/07/2025. The filing shows 2,558 time-based restricted stock units (RSUs) were recorded as acquired and 1,071 shares of common stock were sold at $23.71, leaving Mr. Soultz with 128,304 shares directly following the transactions. The filing also discloses significant indirect holdings through trusts: 194,225 shares indirectly held by the Ellen M. Soultz Irrevocable Trust and 418,376 shares indirectly held by the Bradley L. Soultz Irrevocable Trust. Reported derivative holdings include 81,877 vested RSUs, 528,732 performance stock units (PSUs) and 408,497 stock options (some held indirectly) with an exercise price of $13.60. The Form 4 was signed by an attorney-in-fact on 09/08/2025.

Timothy D. Boswell, President & COO of WillScot Holdings Corp (WSC), reported insider option acquisitions on Form 4. On 09/04/2025 Boswell acquired a grant of 100,000 stock options with a $23.39 exercise price tied to an Employment Agreement dated September 3, 2025; those options vest in equal installments on each of the first three anniversaries of the grant date and carry an expiration of 09/04/2035. The filing also records previously awarded nonqualified stock options granted 03/20/2018 with a $13.60 exercise price covering 125,691 shares, vested in equal installments over four years. Following the reported transactions, Boswell beneficially owns 100,000 and 125,691 derivative securities respectively, both held directly.

WillScot Holdings Corp (WSC) director Jackman Worthing reported new equity awards granted on September 4, 2025. He was granted 51,304 time-based restricted stock units (RSUs) that convert to one share of common stock per RSU upon vesting, which vest in two equal annual installments on the first and second anniversaries of the grant. He was also granted 120,000 stock options with an exercise price of $23.39, exercisable after vesting and expiring on September 4, 2035. Both awards vest in equal installments on the first and second anniversaries of the grant date under the company plan and the applicable agreements. The filing notes Mr. Worthing has two CIK numbers on record but will file going forward under CIK 0001229832.

WillScot Holdings Corp (WSC) director and executive Hezron T. Lopez reported the sale of 22,000 shares of WillScot common stock on 08/19/2025 at a weighted average price of $24.63 per share. After the sale, Mr. Lopez beneficially owned 54,038 shares, held directly. The filing identifies his roles as EVP, CLO, CCO & ESG and was signed on 08/20/2025.

The disclosed weighted average price reflects multiple trades priced between $24.50 and $24.84; the reporting person offered to provide detailed per-trade pricing on request. No derivative or option transactions are reported on this Form 4.