Custom Truck One Source, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| EIN MARK | — | Other | 3,670,279 | — | — | — | Oct 17, 2025 |
| Ross Fredrick M. Jr. | — | Option Exercise | 175,000 | — | — | 457,575 | Apr 1, 2025 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Option Exercise | 15,000 | — | — | 56,237 | Apr 1, 2025 |
| Ross Joe P. | President - Sales | Tax Withholding | 45,513 | $4.20 | $191,155 | 311,485 | Apr 1, 2025 |
| Eperjesy Christopher J | Chief Financial Officer | Option Exercise | 67,500 | — | — | 237,115 | Apr 1, 2025 |
| JOLAS PAUL M | EVP, Gen. Counsel & Secretary | Tax Withholding | 13,960 | $4.20 | $58,632 | 33,719 | Apr 1, 2025 |
| Rich Thomas R. | President - Rentals | Tax Withholding | 45,565 | $4.20 | $191,373 | 286,377 | Apr 1, 2025 |
| McMonagle Ryan | Chief Executive Officer | Option Exercise | 162,500 | — | — | 661,931 | Apr 1, 2025 |
| Jackson Mary M. | — | Option Exercise | 22,218 | — | — | 55,173 | Mar 31, 2025 |
| EIN MARK | — | Option Exercise | 22,218 | — | — | 1,585,707 | Mar 31, 2025 |
| BADER PAUL | — | Option Exercise | 22,218 | — | — | 93,804 | Mar 31, 2025 |
| NELSON GEORGIA R | — | Option Exercise | 22,218 | — | — | 105,804 | Mar 31, 2025 |
| Heinberg Marshall | — | Option Exercise | 39,993 | — | — | 352,202 | Mar 31, 2025 |
| Platinum Equity InvestCo, L.P. | — | Purchase | 8,143,635 | $4.00 | $32,574,540 | 156,743,635 | Jan 30, 2025 |
| Gores Tom | — | Purchase | 8,143,635 | $4.00 | $32,574,540 | 156,743,635 | Jan 30, 2025 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Option Exercise | 2,258 | — | — | 42,722 | Dec 31, 2024 |
| JOLAS PAUL M | EVP, Gen. Counsel & Secretary | Tax Withholding | 2,398 | $4.81 | $11,534 | 13,929 | Dec 31, 2024 |
| Eperjesy Christopher J | Chief Financial Officer | Tax Withholding | 7,347 | $4.81 | $35,339 | 169,615 | Dec 31, 2024 |
| McMonagle Ryan | Chief Executive Officer | Tax Withholding | 26,488 | $4.81 | $127,407 | 499,431 | Dec 31, 2024 |
| Rich Thomas R. | President - Rentals | Tax Withholding | 10,886 | $4.81 | $52,362 | 231,942 | Dec 31, 2024 |
| Ross Fredrick M. Jr. | — | Tax Withholding | 28,526 | $4.81 | $137,210 | 282,575 | Dec 31, 2024 |
| Ross Joe P. | President - Sales | Tax Withholding | 10,886 | $4.81 | $52,362 | 256,998 | Dec 31, 2024 |
| ENERGY CAPITAL PARTNERS III-D, LP | — | Sale | 2,354,109 | $3.42 | $8,051,053 | 23,384,879 | Sep 5, 2024 |
| NESCO Holdings GP, LLC | — | Sale | 2,354,109 | $3.42 | $8,051,053 | 23,384,879 | Sep 5, 2024 |
| Energy Capital Partners Management, LP | — | Sale | 18,640 | $4.17 | $77,729 | — | Aug 27, 2024 |
| Ross Joe P. | President - Sales | Purchase | 84,254 | $3.98 | $335,331 | 249,834 | Aug 7, 2024 |
| Rich Thomas R. | President - Rentals | Purchase | 26,200 | $3.84 | $100,608 | 224,778 | Aug 6, 2024 |
| EIN MARK | — | Disposition | 1,832,810 | — | — | 3,670,276 | Jul 31, 2024 |
| Heinberg Marshall | — | Purchase | 10,000 | $4.34 | $43,400 | 303,856 | Jun 14, 2024 |
| McMonagle Ryan | Chief Executive Officer | Purchase | 10,000 | $4.04 | $40,400 | 496,587 | May 8, 2024 |
| NELSON GEORGIA R | — | Purchase | 12,000 | $4.12 | $49,440 | 83,586 | May 8, 2024 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Purchase | 3,000 | $4.12 | $12,360 | 40,464 | May 7, 2024 |
| Eperjesy Christopher J | Chief Financial Officer | Purchase | 20,000 | $3.90 | $78,000 | 176,962 | May 7, 2024 |
| Heinberg Marshall | — | Purchase | 40,000 | $4.07 | $162,800 | 293,856 | May 7, 2024 |
| Rich Thomas R. | President - Rentals | Tax Withholding | 44,151 | $5.88 | $259,608 | 198,578 | Apr 1, 2024 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Option Exercise | 15,000 | — | — | 41,575 | Apr 1, 2024 |
| McMonagle Ryan | Chief Executive Officer | Option Exercise | 162,500 | — | — | 558,658 | Apr 1, 2024 |
| JOLAS PAUL M | EVP, Gen. Counsel & Secretary | Tax Withholding | 6,641 | $5.88 | $39,049 | 16,327 | Apr 1, 2024 |
| Ross Joe P. | President - Sales | Tax Withholding | 43,630 | $5.88 | $256,544 | 165,580 | Apr 1, 2024 |
| Carlsen James | CIO | Option Exercise | 22,500 | — | — | 85,801 | Apr 1, 2024 |
| Ross Fredrick M. Jr. | — | Option Exercise | 175,000 | — | — | 356,777 | Apr 1, 2024 |
| Eperjesy Christopher J | Chief Financial Officer | Option Exercise | 67,500 | — | — | 179,442 | Apr 1, 2024 |
| ECP Management GP, LLC | — | Option Exercise | 18,640 | — | — | 18,640 | Mar 31, 2024 |
| BADER PAUL | — | Option Exercise | 18,640 | — | — | 71,586 | Mar 31, 2024 |
| Jackson Mary M. | — | Option Exercise | 18,640 | — | — | 32,955 | Mar 31, 2024 |
| EIN MARK | — | Option Exercise | 18,640 | — | — | 1,563,489 | Mar 31, 2024 |
| Heinberg Marshall | — | Option Exercise | 33,552 | — | — | 253,856 | Mar 31, 2024 |
| NELSON GEORGIA R | — | Option Exercise | 18,640 | — | — | 71,586 | Mar 31, 2024 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Tax Withholding | 457 | $5.37 | $2,454 | 23,416 | Mar 18, 2024 |
| Rich Thomas R. | President - Rentals | Award / Grant | 18,050 | — | — | 142,729 | Feb 27, 2024 |