Eperjesy Christopher J 4
4 · Custom Truck One Source, Inc. · Filed Apr 3, 2026
Research Summary
AI-generated summary of this filing
CTOS CFO Christopher Eperjesy Exercises/Receives RSUs, Withholds Shares
What Happened
- Christopher J. Eperjesy, Chief Financial Officer of Custom Truck One Source, reported several derivative transactions on April 1, 2026. He converted/received restricted stock unit (RSU) awards (reported as derivative exercises/conversions and an RSU grant) and had shares withheld to satisfy tax obligations.
- Reported activity includes conversion/exercise entries totaling 90,000 shares at $0.00 (M code), an award/grant of 95,000 RSUs at $0.00 (A code), and a tax‑withholding disposition of 40,547 shares at $6.62 per share for proceeds of $268,421 (F code). There are also three M‑coded disposition lines (22,500; 45,000; 22,500 shares) reported at $0.00 that are part of the derivative/vesting reporting.
Key Details
- Transaction date: April 1, 2026; Form 4 filed April 3, 2026 (covers the April 1 transactions).
- Tax withholding: 40,547 shares withheld at $6.62/share = $268,421 (code F).
- Award/Grant: 95,000 RSUs granted (code A) at $0.00 (contingent right to receive shares).
- Derivative conversions/exercises: multiple M‑coded entries (some reported as acquired, some as disposed) at $0.00, reflecting RSU vesting/conversion mechanics.
- Shares owned after transaction: not specified in the supplied filing details.
- Footnotes: RSUs represent contingent rights to receive common stock; several RSU tranches vest in four equal annual installments beginning on Apr 1 of 2023, 2024, 2026, and 2027 (see footnotes F1–F6). F2 specifically notes shares were withheld to satisfy tax obligations arising from RSU vesting.
Context
- These filings largely reflect RSU vesting/conversion and a new RSU grant rather than an open‑market buy or sell. The withholding of shares to cover taxes is a common, routine settlement method and not the same as a market sale signaling sentiment.
- For retail investors: awards and vesting are compensation events (often non‑market signals). The only cash amount reported here is the tax withholding proceeds ($268,421).
Insider Transaction Report
Form 4
Eperjesy Christopher J
Chief Financial Officer
Transactions
- Exercise/Conversion
Common Stock
[F1]2026-04-01+90,000→ 324,473 total - Tax Payment
Common Stock
[F2]2026-04-01$6.62/sh−40,547$268,421→ 283,926 total - Exercise/Conversion
Restricted Stock Unit
[F1][F3]2026-04-01−22,500→ 0 total→ Common Stock (22,500 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F4]2026-04-01−45,000→ 45,000 total→ Common Stock (45,000 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F5]2026-04-01−22,500→ 67,500 total→ Common Stock (22,500 underlying) - Award
Restricted Stock Unit
[F1][F6]2026-04-01+95,000→ 95,000 total→ Common Stock (95,000 underlying)
Footnotes (6)
- [F1]Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
- [F2]Shares withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.
- [F3]The restricted stock units vest in four equal annual installments beginning on April 1, 2023.
- [F4]The restricted stock units vest in four equal annual installments beginning on April 1, 2024.
- [F5]The restricted stock units vest in four equal annual installments beginning on April 1, 2026.
- [F6]The restricted stock units vest in four equal annual installments beginning on April 1, 2027, subject to continued service on the applicable vesting date and potential partial acceleration upon the achievement of certain corporate milestones.
Signature
By: /s/ Paul M. Jolas, Attorney-in-fact|2026-04-03