Custom Truck One Source, Inc.·4

Apr 3, 6:08 PM ET

Eperjesy Christopher J 4

Research Summary

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Updated

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).