Capitol Investment Corp IV

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Capitol Investment Corp IV
TickerCTOS
CIK #0001709682
CUSIP23204X103
SectorReal Estate & Construction - Blank Checks
Address509 7th Street, NW, Washington, DC 20004
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Custom Truck One Source Inc 2021-04-15 883.0 M Exemption: 506(b) · Duration: One year or less · Commission: $4,900,000 · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001709682] 10-K
[0001709682] 10-Q
[0001709682] 3
[0001709682] 4
[0001709682] 8-K
[0001709682] D
[0001709682] SC 13D
[0001709682] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
EIN Mark Custom Truck One Source Inc [2021-04-14] 3.3
Blackstone Holdings III LP Custom Truck One Source Inc [2021-04-12] 1.2
Platinum Equity LLC Nesco Holdings Inc [2020-12-11] 69.8
Brookfield Asset Management Inc Nesco Holdings Inc [2019-09-06] 5.2
ECP Controlco LLC Nesco Holdings Inc [2019-08-07] 54.7
Brown Advisory Inc Capitol Investment Corp IV [2019-05-10] 5.78
Polar Asset Management Partners Inc Capitol Investment Corp IV [2019-02-11] 5.32
Alyeska Investment Group LP Capitol Investment Corp IV [2018-02-14] 6.0
Davidson Kempner Partners Capitol Investment Corp IV [2017-08-28] 0.93
Form 3/4/5 Filer 2011 - 2026
Nesco Holdings Inc
Jolas Paul M
Rich Thomas R
Ross Fredrick M Jr
Ross Joe P
McMonagle Ryan
Eperjesy Christopher J
Bader Paul T
Jackson Mary M
Nelson Georgia R
EIN Mark
Heinberg Marshall A
Barrett Raymond Todd
Gores Tom
Platinum Equity LLC
PE One Source Holdings LLC
Platinum Equity Investment Holdings V Manager LLC
Platinum Equity Partners V LLC
Platinum Equity Investment Holdings IC Cayman LLC
Platinum Equity Investment Holdings V LLC
Platinum InvestCo Cayman LLC
Platinum Equity InvestCo LP
Platinum Equity Partners V LP
Platinum Equity Investment Holdings LLC
NESCO Holdings GP LLC
NESCO Holdings LP
ECP Cardinal Holdings LP
Energy Capital Partners GP III LP
Energy Capital Partners III-D LP
Energy Capital Partners III LP
ECP ControlCo LLC
Energy Capital Partners III NESCO Co-Invest LP
Energy Capital Partners III LLC
Energy Capital Partners GP III Co-Investment Nesco LLC
Energy Capital Partners III-B LP
Energy Capital Partners III-C LP
Energy Capital Partners III-A LP
Energy Capital Partners Management LP
Carlsen James
ECP Management GP LLC
Haubenreich Adam G
Meader Brad
Blackstone Group Inc
Blackstone Group Management LLC
Schwarzman Stephen A
Blackstone Holdings III LP
Blackstone EMA-NQ LLC
Blackstone Energy Family Investment Partnership SMD LP
Blackstone Energy Management Associates NQ LLC
BCP CTOS Holdings LP
Blackstone Energy Partners NQ LP
Blackstone Energy Family Investment Partnership NQ ESC LP
Blackstone Family Investment Partnership VI-NQ ESC LP
Blackstone Capital Partners VI-NQ LP
BEP CTOS Holdings LP
Blackstone Management Associates VI-NQ LLC
BMA Vi-Nq LLC
Blackstone Holdings I/II GP Inc
BCP VI-NQ Side-by-Side GP LLC
Blackstone Family GP LLC
BEP Side-by-Side GP NQ LLC
Blackstone Holdings III GP LP
Blackstone Holdings II LP
Blackstone Holdings III GP Management LLC
Turner Michael Thomas
Samson Louis
Munfa John-Paul
Kelln Bryan
Wolf David M
Glatt David M
Platinum Equity Capital Partners V LP
Boone Joshua A
Plummer William B
Dryden L Dyson
Holthaus Gerard E
Stoops Jeffrey
Jacobson Lee
Blackadar Robert
Heinemann Bruce
Kapelke Kevin
Himler Matthew H
Gray Jennifer Marie
D'Argenio Rahman
Kimmelman Douglas W
Calcano Lawrence
Coburn Brooke B
Donaldson Richard C
Saemundsson Alfheidur
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Ross Joe P
Common Stock
2026-02-23 Grant 24,796 $0.00
Rich Thomas R
Common Stock
2026-02-23 Grant 24,796 $0.00
Ross Fredrick M Jr
Common Stock
2026-02-23 Grant 43,392 $0.00
Jolas Paul M
Common Stock
2026-02-23 Grant 16,739 $0.00
Eperjesy Christopher J
Common Stock
2026-02-23 Grant 27,895 $0.00
McMonagle Ryan
Common Stock
2026-02-23 Grant 40,292 $0.00
EIN Mark
Common Stock
2025-10-17 Other 3,670,279 $0.00
Jolas Paul M
Restricted Stock Unit · derivative
2025-04-28 Grant 67,500 $0.00
Barrett Raymond Todd
Restricted Stock Unit · derivative
2025-04-28 Grant 25,000 $0.00
Eperjesy Christopher J
Restricted Stock Unit · derivative
2025-04-28 Grant 90,000 $0.00
McMonagle Ryan
Restricted Stock Unit · derivative
2025-04-28 Grant 162,500 $0.00
Ross Joe P
Restricted Stock Unit · derivative
2025-04-28 Grant 100,000 $0.00
Ross Fredrick M Jr
Restricted Stock Unit · derivative
2025-04-28 Grant 175,000 $0.00
Rich Thomas R
Restricted Stock Unit · derivative
2025-04-28 Grant 100,000 $0.00
Ross Fredrick M Jr
Restricted Stock Unit · derivative
2025-04-01 Option exercise 87,500 $0.00
Barrett Raymond Todd
Restricted Stock Unit · derivative
2025-04-01 Option exercise 8,750 $0.00
Jolas Paul M
Common Stock
2025-04-01 Option exercise 33,750 $0.00
Heinberg Marshall A
Restricted Stock Unit · derivative
2025-04-01 Grant 48,346 $0.00
EIN Mark
Restricted Stock Unit · derivative
2025-04-01 Grant 26,859 $0.00
Bader Paul T
Restricted Stock Unit · derivative
2025-04-01 Grant 26,859 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 173 218,286,275
2025-12-31 156 215,989,792
2025-09-30 147 213,000,139
2025-06-30 131 208,878,464
2025-03-31 143 205,868,529
2024-12-31 126 214,723,259
2024-09-30 122 216,720,694
2024-06-30 113 219,954,417
2024-03-31 120 214,732,267
2023-12-31 116 217,258,866
2023-09-30 112 222,561,748
2023-06-30 108 226,917,692
Form 13F Holdings
Firm Period DFND Voting Shares
Canvas Wealth Advisors LLC [2026-06-30] SOLE 0 5,982,649
Register Financial Advisors LLC [2026-06-30] SOLE 0 170,200
Sapient Capital LLC [2026-06-30] SOLE 31,940 31,940
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 614 21,760
GC Wealth Management RIA LLC [2026-06-30] SOLE 21,262 21,262
CWA Asset Management Group LLC [2026-06-30] SOLE 0 16,000
Gamma Investing LLC [2026-06-30] DFND 2,255 2,255
IFP Advisors LLC [2026-06-30] SOLE 834 834
Farther Finance Advisors LLC [2026-06-30] SOLE 0 620
Fortitude Family Office LLC [2026-06-30] SOLE 110 110
True Wealth Design LLC [2026-06-30] SOLE 0 84
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 33
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