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CUSTOM TRUCK ONE SOURCE INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and CUSTOM TRUCK ONE SOURCE INC.’s Form 8-K, filed 2024-06-14 (Item 5.07 on EDGAR). Page generated 04 October 2026.

7Reported items
146Asset managers
993Fund votes
2024-06-13Meeting date

Proxy season: 2023-2024

Explore CUSTOM TRUCK ONE SOURCE INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by CUSTOM TRUCK ONE SOURCE INC.

These tallies are CUSTOM TRUCK ONE SOURCE INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-14 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

CUSTOM TRUCK ONE SOURCE INC. — official shareholder meeting results, meeting held 2024-06-13
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Marshall Heinberg	161,990,059	--	--	20,379,128	10,968,984	Majority: yes
Elect Director: Louis Samson	168,343,010	--	--	14,026,177	10,968,984	Majority: yes
Elect Director: David Wolf	167,362,584	--	--	15,006,603	10,968,984	Majority: yes

Source: CUSTOM TRUCK ONE SOURCE INC., Form 8-K, filed with the SEC on 2024-06-14 — read the filing on EDGAR.

How asset managers voted at the CUSTOM TRUCK ONE SOURCE INC. 2023-2024 meeting

Each item below shows how the 146 asset managers that disclosed a CUSTOM TRUCK ONE SOURCE INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CUSTOM TRUCK ONE SOURCE INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Advisory vote to approve the compensation of the named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

96% fund support · no official result

FOR 96%

The 142 asset managers below cast 96% of the shares they voted on this item FOR (37,321,848 for, 1,376,210 against).

FOR: 37,321,848 (96.4%)AGAINST: 1,376,210 (3.6%)UNKNOWN: 5,203 (0.0%)

Largest asset managers voting on “Advisory vote to approve the compensation of the named executive officers.” at CUSTOM TRUCK ONE SOURCE INC., 2023-2024
Asset manager	For	Against	Vote
Federated Hermes	5,560,000	0	For
Vanguard	3,223,461	0	For
Global X	3,105,335	0	For
BlackRock	2,366,800	4,903	For
Allspring	2,145,802	0	For
Fidelity	1,786,113	0	For
Dimensional	1,776,270	0	For
Clearbridge Investments, LLC	1,740,272	0	For
Legg Mason	1,352,268	0	For
Portolan Capital Management, LLC	1,235,943	0	For
State Street	1,143,357	0	For
GEODE CAPITAL MANAGEMENT, LLC	1,109,607	0	For
Charles Schwab	946,826	0	For
ArrowMark Colorado Holdings LLC	722,000	0	For
MERIDIAN FUND INC	722,000	0	For
HEARTLAND ADVISORS INC	700,000	0	For
HEARTLAND GROUP INC	700,000	0	For
First Trust	590,988	0	For
KENNEDY CAPITAL MANAGEMENT LLC	469,514	45,354	For
SCHRODER INVESTMENT MANAGEMENT GROUP	0	502,449	Against
Northern Trust	491,229	0	For
Alyeska Investment Group, L.P.	0	475,811	Against
Nuveen	440,662	0	For
TIAA	438,770	0	For
Brighthouse	402,800	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

2. TO AMEND THE CUSTOM TRUCK ONE SOURCE, INC. AMENDED AND RESTATED 2019 OMNIBUS INCENTIVE PLAN TO INCREASE THE NUMBER OF SHARES AVAILABLE FOR THE GRANT OF AWARDS FROM 14,650,000 SHARES TO 20,650,000 SHARES.

COMPENSATION

Combines 2 wordings of this item as funds reported it.

48.8% fund support · no official result

FOR 48.8%AGAINST 51.1%

The 53 asset managers below cast 48.8% of the shares they voted on this item FOR (10,116,218 for, 10,597,153 against).

FOR: 10,116,218 (48.8%)AGAINST: 10,597,153 (51.1%)UNKNOWN: 5,203 (0.0%)

Largest asset managers voting on “TO AMEND THE CUSTOM TRUCK ONE SOURCE, INC. AMENDED AND RESTATED 2019 OMNIBUS INCENTIVE PLAN TO INCREASE THE NU” at CUSTOM TRUCK ONE SOURCE INC., 2023-2024
Asset manager	For	Against	Vote
Global X	3,105,335	0	For
Vanguard	3,059,049	0	For
Federated Hermes	0	2,780,000	Against
Fidelity	29,361	1,739,266	Against
Dimensional	0	1,464,362	Against
Legg Mason	0	1,352,268	Against
BlackRock	1,107,788	0	For
Allspring	0	744,620	Against
MERIDIAN FUND INC	722,000	0	For
HEARTLAND GROUP INC	700,000	0	For
First Trust	0	590,882	Against
Charles Schwab	473,413	0	For
TIAA	0	438,770	Against
Brighthouse	104,757	298,043	Against
Guardian Variable Products Trust	0	299,517	Against
Janus Detroit Street Trust	0	254,482	Against
Empower	247,004	0	For
Loomis Sayles	206,308	0	For
AIG/SunAmerica	0	190,506	Against
Equitable	154,174	0	For
Hartford	109,100	0	For
WisdomTree	0	97,757	Against
FIRST EAGLE FUNDS	0	77,970	Against
Lincoln Financial	0	65,357	Against
New York Life	0	43,711	Against

Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.

3. To elect each of the three Class B directors to serve until the 2027 annual meeting of stockholders and until his or her successor is duly elected and qualified: David Wolf

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%8%

FOR: 167,362,584WITHHELD: 15,006,603

CUSTOM TRUCK ONE SOURCE INC.’s own tally for this item (“Elect Director: David Wolf”): 167,362,584 for, 15,006,603 withheld, per its Form 8-K filed 2024-06-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 240,418,172 outstanding shares: 70% for, 6% withheld (76% of the company cast a for/withheld vote).

The 52 asset managers below cast 100% of the shares they voted on this item FOR (12,144,973 for, 0 against).

FOR 59%ABSTAIN 41%

FOR: 12,144,973 (58.6%)ABSTAIN: 8,568,398 (41.4%)UNKNOWN: 5,203 (0.0%)

Largest asset managers voting on “To elect each of the three Class B directors to serve until the 2027 annual meeting of stockholders and until ” at CUSTOM TRUCK ONE SOURCE INC., 2023-2024
Asset manager	For	Abstain	Vote
Global X	3,105,335	0	For
Vanguard	3,059,049	0	For
Federated Hermes	0	2,780,000	Abstain
Fidelity	1,038,414	730,213	For
Dimensional	0	1,464,362	Abstain
Legg Mason	1,352,268	0	For
BlackRock	1,107,788	0	For
Allspring	0	744,620	Abstain
MERIDIAN FUND INC	722,000	0	For
HEARTLAND GROUP INC	700,000	0	For
First Trust	0	590,882	Abstain
Charles Schwab	473,413	0	For
TIAA	0	438,770	Abstain
Brighthouse	0	402,800	Abstain
Guardian Variable Products Trust	299,517	0	For
Janus Detroit Street Trust	0	254,482	Abstain
Empower	0	247,004	Abstain
Loomis Sayles	0	206,308	Abstain
AIG/SunAmerica	0	190,506	Abstain
Equitable	89,704	64,470	For
Hartford	109,100	0	For
WisdomTree	0	97,757	Abstain
FIRST EAGLE FUNDS	0	77,970	Abstain
Lincoln Financial	0	65,357	Abstain
New York Life	0	43,711	Abstain

Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.

4. To elect each of the three Class B directors to serve until the 2027 annual meeting of stockholders and until his or her successor is duly elected and qualified: Louis Samson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%8%

FOR: 168,343,010WITHHELD: 14,026,177

CUSTOM TRUCK ONE SOURCE INC.’s own tally for this item (“Elect Director: Louis Samson”): 168,343,010 for, 14,026,177 withheld, per its Form 8-K filed 2024-06-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 240,418,172 outstanding shares: 70% for, 6% withheld (76% of the company cast a for/withheld vote).

The 52 asset managers below cast 100% of the shares they voted on this item FOR (12,596,934 for, 0 against).

FOR 61%ABSTAIN 39%

FOR: 12,596,934 (60.8%)ABSTAIN: 8,116,437 (39.2%)UNKNOWN: 5,203 (0.0%)

Largest asset managers voting on “To elect each of the three Class B directors to serve until the 2027 annual meeting of stockholders and until ” at CUSTOM TRUCK ONE SOURCE INC., 2023-2024
Asset manager	For	Abstain	Vote
Global X	3,105,335	0	For
Vanguard	3,059,049	0	For
Federated Hermes	0	2,780,000	Abstain
Fidelity	1,038,414	730,213	For
Dimensional	0	1,464,362	Abstain
Legg Mason	1,352,268	0	For
BlackRock	1,107,788	0	For
Allspring	0	744,620	Abstain
MERIDIAN FUND INC	722,000	0	For
HEARTLAND GROUP INC	700,000	0	For
First Trust	0	590,882	Abstain
Charles Schwab	473,413	0	For
TIAA	438,770	0	For
Brighthouse	0	402,800	Abstain
Guardian Variable Products Trust	299,517	0	For
Janus Detroit Street Trust	0	254,482	Abstain
Empower	0	247,004	Abstain
Loomis Sayles	0	206,308	Abstain
AIG/SunAmerica	0	190,506	Abstain
Equitable	89,704	64,470	For
Hartford	109,100	0	For
WisdomTree	0	97,757	Abstain
FIRST EAGLE FUNDS	0	77,970	Abstain
Lincoln Financial	0	65,357	Abstain
New York Life	0	43,711	Abstain

Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.

5. To elect each of the three Class B directors to serve until the 2027 annual meeting of stockholders and until his or her successor is duly elected and qualified: Marshall Heinberg

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

89% Majority: yes · of votes cast

FOR 89%11%

FOR: 161,990,059WITHHELD: 20,379,128

CUSTOM TRUCK ONE SOURCE INC.’s own tally for this item (“Elect Director: Marshall Heinberg”): 161,990,059 for, 20,379,128 withheld, per its Form 8-K filed 2024-06-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 240,418,172 outstanding shares: 67% for, 8% withheld (76% of the company cast a for/withheld vote).

The 52 asset managers below cast 100% of the shares they voted on this item FOR (8,477,018 for, 0 against).

FOR 41%ABSTAIN 59%

FOR: 8,477,018 (40.9%)ABSTAIN: 12,236,353 (59.1%)UNKNOWN: 5,203 (0.0%)

Largest asset managers voting on “To elect each of the three Class B directors to serve until the 2027 annual meeting of stockholders and until ” at CUSTOM TRUCK ONE SOURCE INC., 2023-2024
Asset manager	For	Abstain	Vote
Global X	0	3,105,335	Abstain
Vanguard	3,059,049	0	For
Federated Hermes	2,780,000	0	For
Fidelity	1,025,595	743,032	For
Dimensional	0	1,464,362	Abstain
Legg Mason	0	1,352,268	Abstain
BlackRock	0	1,107,788	Abstain
Allspring	0	744,620	Abstain
MERIDIAN FUND INC	0	722,000	Abstain
HEARTLAND GROUP INC	700,000	0	For
First Trust	0	590,882	Abstain
Charles Schwab	473,413	0	For
TIAA	438,770	0	For
Brighthouse	0	402,800	Abstain
Guardian Variable Products Trust	0	299,517	Abstain
Janus Detroit Street Trust	0	254,482	Abstain
Empower	0	247,004	Abstain
Loomis Sayles	0	206,308	Abstain
AIG/SunAmerica	0	190,506	Abstain
Equitable	0	154,174	Abstain
Hartford	0	109,100	Abstain
WisdomTree	0	97,757	Abstain
FIRST EAGLE FUNDS	0	77,970	Abstain
Lincoln Financial	0	65,357	Abstain
New York Life	0	43,711	Abstain

Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.

6. TO RATIFY THE APPOINTMENT OF ERNST & YOUNG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR ITS FISCAL YEAR ENDING DECEMBER 31, 2024.

AUDIT-RELATED

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 52 asset managers below cast 100% of the shares they voted on this item FOR (20,713,371 for, 0 against).

FOR: 20,713,371 (100.0%)UNKNOWN: 5,203 (0.0%)

Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF ERNST & YOUNG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM ” at CUSTOM TRUCK ONE SOURCE INC., 2023-2024
Asset manager	For	Vote
Global X	3,105,335	For
Vanguard	3,059,049	For
Federated Hermes	2,780,000	For
Fidelity	1,768,627	For
Dimensional	1,464,362	For
Legg Mason	1,352,268	For
BlackRock	1,107,788	For
Allspring	744,620	For
MERIDIAN FUND INC	722,000	For
HEARTLAND GROUP INC	700,000	For
First Trust	590,882	For
Charles Schwab	473,413	For
TIAA	438,770	For
Brighthouse	402,800	For
Guardian Variable Products Trust	299,517	For
Janus Detroit Street Trust	254,482	For
Empower	247,004	For
Loomis Sayles	206,308	For
AIG/SunAmerica	190,506	For
Equitable	154,174	For
Hartford	109,100	For
WisdomTree	97,757	For
FIRST EAGLE FUNDS	77,970	For
Lincoln Financial	65,357	For
New York Life	43,711	For

Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.

7. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

23% fund support · no official result

FOR 23%AGAINST 77%

The 3 asset managers below cast 23% of the shares they voted on this item FOR (50,656 for, 172,858 against).

FOR: 50,656 (22.7%)AGAINST: 172,858 (77.3%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at CUSTOM TRUCK ONE SOURCE INC., 2023-2024
Asset manager	For	Against	Vote
Desjardins Global Asset Management Inc.	0	172,858	Against
ALGERT GLOBAL LLC	30,448	0	For
JPMorgan	20,208	0	For

Largest CUSTOM TRUCK ONE SOURCE INC. shareholders voting in 2023-2024

Ranked by the number of CUSTOM TRUCK ONE SOURCE INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 240,418,172 shares outstanding at the time of that meeting.

Top CUSTOM TRUCK ONE SOURCE INC. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	Federated Hermes	2.31%
2	Vanguard	1.34%
3	Global X	1.29%
4	BlackRock	0.99%
5	Allspring	0.89%
6	Fidelity	0.74%
7	Dimensional	0.74%
8	Clearbridge Investments, LLC	0.72%
9	Legg Mason	0.56%
10	Portolan Capital Management, LLC	0.51%

Reported CUSTOM TRUCK ONE SOURCE INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

CUSTOM TRUCK ONE SOURCE INC. beneficial owners on record for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
BlackRock	1.76%	13F
Vanguard Group	1.36%	13F
Dimensional Fund Advisors	0.76%	13F
Geode Capital	0.52%	13F
State Street	0.49%	13F
Morgan Stanley	0.30%	13F
Northern Trust	0.22%	13F
Nuveen	0.20%	13F
Charles Schwab	0.20%	13F
Two Sigma	0.17%	13F

Percentages above are of 240,418,172 shares outstanding, as reported by CUSTOM TRUCK ONE SOURCE INC. on its Form 10-Q dated 2024-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CUSTOM TRUCK ONE SOURCE INC.’s 10-Q dated 2024-04-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At CUSTOM TRUCK ONE SOURCE INC.'s shareholder meeting held 2024-06-13, in the 2023-2024 proxy season, 146 asset managers reported how they voted in their SEC Form N-PX filings, covering 993 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. CUSTOM TRUCK ONE SOURCE INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Advisory vote to approve the compensation of the named executive officers. — the reporting funds cast 96% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

CUSTOM TRUCK ONE SOURCE INC. proxy season coverage: 2023-2024 (this page).