Insider · CIK 0001481338

Heinberg Marshall A

Reports to the SEC for 9 companies · KANSAS CITY

sec.gov

Transactions

Companies

Filings

CIK

0001481338

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-04-01	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitA Award	Director	AAward	+34.6K sh	—	—	34,605
2026-03-31	CTOSCustom Truck One Source, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+48.3K sh	—	—	400,548
2026-03-31	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−48.3K sh	—	—	0
2026-01-15	LOGCContextLogic Holdings Inc. · Restricted Stock UnitsA Award	Director	AAward	+19.2K sh	—	—	19,206
2026-01-15	LOGCContextLogic Holdings Inc.M Exercise/Conversion	Director	MExercise/Conversion	+44.3K sh	—	—	134,806
2026-01-15	LOGCContextLogic Holdings Inc. · Restricted Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	+44.3K sh	—	—	0
2025-12-05	LOGCContextLogic Holdings Inc. · Restricted Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	+64.8K sh	—	—	0
2025-12-05	LOGCContextLogic Holdings Inc.M Exercise/Conversion	Director	MExercise/Conversion	+64.8K sh	—	—	90,485
2025-04-19	ContextLogic Inc.M Exercise/Conversion	Director	MExercise/Conversion	+25.7K sh	—	—	25,684
2025-04-19	ContextLogic Inc.Restricted Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−25.7K sh	—	—	0
2025-04-01	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitA Award	Director	AAward	+48.3K sh	—	—	48,346
2025-03-31	CTOSCustom Truck One Source, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+40K sh	—	—	352,202
2025-03-31	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−40K sh	—	—	0
2025-01-15	ContextLogic Inc.Restricted Stock UnitA Award	Director	AAward	+44.3K sh	—	—	44,321
2024-12-06	ContextLogic Inc.Restrictive Stock UnitA Award	Director	AAward	+64.8K sh	—	—	90,485
2024-06-14	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+10K sh	$4.34	+$43.4K	303,856
2024-05-07	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+40K sh	$4.07	+$163K	293,856
2024-04-19	ContextLogic Inc.Restricted Stock UnitA Award	Director	AAward	+25.7K sh	—	—	25,684
2024-04-01	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitA Award	Director	AAward	+40K sh	—	—	39,993
2024-03-31	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−33.6K sh	—	—	0
2024-03-31	CTOSCustom Truck One Source, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+33.6K sh	—	—	253,856
2023-11-10	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+15K sh	$4.79	+$71.9K	220,304
2023-11-10	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+15K sh	$4.79	+$71.9K	120,000
2023-05-15	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+311 sh	$6.48	+$2,016.462	205,304
2023-05-15	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+20K sh	$6.53	+$131K	105,000
2023-05-12	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+19.7K sh	$6.42	+$126K	204,993
2023-04-01	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitA Award	Director	AAward	+33.6K sh	—	—	33,552
2023-03-31	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−25.8K sh	—	—	0
2023-03-31	CTOSCustom Truck One Source, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+25.8K sh	—	—	185,304
2022-11-15	CHANNELADVISOR CORPD Disposition to Issuer	Director	DDisposition to Issuer	−8,384 sh	—	—	0
2022-11-15	CHANNELADVISOR CORPD Disposition to Issuer	Director	DDisposition to Issuer	−18.1K sh	—	—	8,384
2022-10-11	CHANNELADVISOR CORPG Gift	Director	GGift	−1,200 sh	—	—	26,435
2022-05-13	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+20K sh	$5.68	+$114K	159,537
2022-05-13	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+20K sh	$5.68	+$114K	85,000
2022-04-29	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitA Award	Director	AAward	+25.8K sh	—	—	25,767
2022-04-01	CTOSCustom Truck One Source, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+24.5K sh	—	—	139,537
2022-04-01	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitM Exercise/Conversion	Director	MExercise/Conversion	−24.5K sh	—	—	0
2022-03-01	CHANNELADVISOR CORPA Award	Director	AAward	+8,384 sh	—	—	27,635
2022-02-15	PAE IncRestricted Stock UnitsD Disposition to Issuer	Director	DDisposition to Issuer	−17.2K sh	—	—	0
2022-02-15	PAE IncD Disposition to Issuer	Director	DDisposition to Issuer	−13.5K sh	—	—	0
2021-08-17	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+15K sh	$6.45	+$96.8K	65,000
2021-08-17	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+15K sh	$6.55	+$98.3K	115,000
2021-04-01	CTOSCustom Truck One Source, Inc. · Restricted Stock UnitA Award	Director	AAward	+24.5K sh	—	—	24,537
2021-04-01	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+50K sh	$5.00	+$250K	50,000
2021-04-01	CTOSCustom Truck One Source, Inc.P Purchase	Director	PPurchase	+100K sh	$5.00	+$500K	100,000
2021-03-15	PAE IncRestricted Stock UnitsA Award	Director	AAward	+17.2K sh	—	—	17,162
2021-03-04	CHANNELADVISOR CORPS Sale	Director	SSale	−13K sh	$22.46	−$292K	19,251
2021-03-01	CHANNELADVISOR CORPA Award	Director	AAward	+6,640 sh	—	—	32,251
2021-02-09	PAE IncM Exercise/Conversion	Director	MExercise/Conversion	+13.5K sh	—	—	13,453
2021-02-09	PAE IncRestricted Stock UnitsM Exercise/Conversion	Director	MExercise/Conversion	−13.5K sh	—	—	0

Recent filings

Accepted (ET)
Apr 24
Heinberg Marshall A0001213900-26-039386
SEC(opens sec.gov)
Jan 204
Heinberg Marshall S0001193125-26-016767
SEC(opens sec.gov)
Dec 84
Heinberg Marshall S0001193125-25-311194
SEC(opens sec.gov)
Apr 214
Heinberg Marshall0001213900-25-033888
SEC(opens sec.gov)
Apr 24
Heinberg Marshall0001213900-25-028037
SEC(opens sec.gov)
Jan 174
Heinberg Marshall0001213900-25-004636
SEC(opens sec.gov)
Dec 94
Heinberg Marshall0001213900-24-106960
SEC(opens sec.gov)
Jun 144
Heinberg Marshall0001213900-24-052892
SEC(opens sec.gov)
May 84
Heinberg Marshall0001213900-24-040993
SEC(opens sec.gov)
Apr 234
Heinberg Marshall0000950170-24-047122
SEC(opens sec.gov)
Apr 24
Heinberg Marshall0001213900-24-029520
SEC(opens sec.gov)

Companies

Address

7701 INDEPENDENCE AVE

KANSAS CITY, 64125