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.
The Custom Truck One Source, Inc. (NYSE: CTOS) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. CTOS operates as a provider of specialty equipment, rentals, parts and services to electric utility transmission and distribution, telecommunications, rail and other infrastructure-related end markets in North America, and its filings offer detailed insight into this business.
Investors can review current reports on Form 8-K, which the company uses to furnish earnings press releases and other material events. For example, CTOS has filed 8-Ks to announce quarterly financial results for periods ended June 30 and September 30, 2025, and to disclose an officer’s planned resignation. These filings often incorporate press releases that discuss segment performance for Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES) and Aftermarket Parts and Services (APS), along with non-GAAP measures such as Adjusted Gross Profit and Adjusted EBITDA.
Through this page, users can also locate annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in EDGAR), which typically contain more extensive information on CTOS’s rental fleet, original equipment cost metrics, fleet utilization, sales order backlog, risk factors and segment disclosures. Executive and governance matters, including certain officer changes, appear in relevant 8-K items and other filings.
Stock Titan enhances these documents with AI-powered summaries that highlight key points from lengthy filings, helping readers quickly understand the implications of financial results, segment trends and corporate events. Real-time updates from EDGAR ensure that new CTOS filings, including any future Forms 4 related to insider transactions, 10-Qs, 10-Ks or additional 8-Ks, are added promptly so investors can monitor the company’s regulatory reporting history in one place.
Custom Truck One Source CEO Ryan McMonagle reported equity compensation activity. On April 1, 2026, restricted stock units representing 121,875 shares of common stock were exercised, and 54,906 shares of common stock were withheld at $6.62 per share to cover tax obligations.
Following these transactions, he held 695,984 shares of common stock directly. He was also granted 175,000 new restricted stock units, each convertible into one share of common stock. These RSUs vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon achieving specified corporate milestones.
Custom Truck One Source, Inc. Chief Financial Officer Christopher J. Eperjesy reported several equity-compensation transactions. On April 1, 2026, he exercised restricted stock units representing 90,000 shares of common stock, converting previously granted awards into shares.
To cover related tax obligations from RSU vesting, 40,547 common shares were withheld at $6.62 per share, leaving him with 283,926 common shares held directly. He also received a new grant of 95,000 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 certain corporate milestones.
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.