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 |
|---|---|---|---|---|---|---|---|
| JOLAS PAUL M | EVP, Gen. Counsel & Secretary | Award / Grant | 6,093 | — | — | 6,093 | Feb 27, 2024 |
| Carlsen James | CIO | Award / Grant | 4,964 | — | — | 63,301 | Feb 27, 2024 |
| Ross Fredrick M. Jr. | — | Award / Grant | 31,588 | — | — | 181,777 | Feb 27, 2024 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Award / Grant | 3,159 | — | — | 26,575 | Feb 27, 2024 |
| Ross Joe P. | President - Sales | Award / Grant | 18,050 | — | — | 109,210 | Feb 27, 2024 |
| McMonagle Ryan | Chief Executive Officer | Award / Grant | 29,332 | — | — | 396,158 | Feb 27, 2024 |
| Eperjesy Christopher J | Chief Financial Officer | Award / Grant | 24,368 | — | — | 111,942 | Feb 27, 2024 |
| Rich Thomas R. | President - Rentals | Option Exercise | 16,600 | — | — | 129,603 | Dec 31, 2023 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Option Exercise | 2,076 | — | — | 22,861 | Dec 31, 2023 |
| McMonagle Ryan | Chief Executive Officer | Tax Withholding | 10,876 | $6.18 | $67,214 | 366,826 | Dec 31, 2023 |
| Ross Joe P. | President - Sales | Tax Withholding | 4,924 | $6.18 | $30,430 | 91,160 | Dec 31, 2023 |
| Carlsen James | CIO | Tax Withholding | 793 | $6.18 | $4,901 | 58,337 | Dec 31, 2023 |
| Ross Fredrick M. Jr. | — | Tax Withholding | 12,911 | $6.18 | $79,790 | 150,189 | Dec 31, 2023 |
| Eperjesy Christopher J | Chief Financial Officer | Tax Withholding | 2,262 | $6.18 | $13,979 | 87,574 | Dec 31, 2023 |
| McMonagle Ryan | Chief Executive Officer | Purchase | 20,000 | $5.17 | $103,400 | 350,726 | Nov 14, 2023 |
| Eperjesy Christopher J | Chief Financial Officer | Purchase | 40,000 | $4.89 | $195,600 | 89,836 | Nov 13, 2023 |
| EIN MARK | — | Purchase | 100,000 | $4.96 | $496,000 | 1,544,849 | Nov 10, 2023 |
| Heinberg Marshall | — | Purchase | 15,000 | $4.79 | $71,850 | 120,000 | Nov 10, 2023 |
| ECP Management GP, LLC | — | Sale | 41,140 | $6.51 | $267,821 | — | Sep 11, 2023 |
| Energy Capital Partners Management, LP | — | Sale | 48,294 | $6.56 | $316,809 | 41,140 | Sep 7, 2023 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Purchase | 10 | $6.41 | $64 | 20,785 | Aug 28, 2023 |
| EIN MARK | — | Gift | 39,100 | — | — | 5,503,086 | Jun 5, 2023 |
| EIN MARK | — | Gift | 164,100 | — | — | 5,542,186 | May 24, 2023 |
| Heinberg Marshall | — | Purchase | 20,000 | $6.53 | $130,600 | 105,000 | May 15, 2023 |
| Rich Thomas R. | President - Rentals | Tax Withholding | 22,134 | $6.79 | $150,290 | 113,003 | Apr 1, 2023 |
| McMonagle Ryan | President, COO | Tax Withholding | 35,790 | $6.79 | $243,014 | 330,726 | Apr 1, 2023 |
| Ross Joe P. | President - Sales | Tax Withholding | 21,632 | $6.79 | $146,881 | 79,484 | Apr 1, 2023 |
| Carlsen James | CIO | Option Exercise | 8,750 | — | — | 59,700 | Apr 1, 2023 |
| Ross Fredrick M. Jr. | Chief Executive Officer | Tax Withholding | 38,772 | $6.79 | $263,262 | 134,050 | Apr 1, 2023 |
| Eperjesy Christopher J | Chief Financial Officer | Tax Withholding | 10,134 | $6.79 | $68,810 | 49,836 | Apr 1, 2023 |
| Haubenreich Adam G. | VP and General Counsel | Tax Withholding | 13,230 | $6.79 | $89,832 | 111,746 | Apr 1, 2023 |
| BADER PAUL | — | Option Exercise | 14,315 | — | — | 52,946 | Mar 31, 2023 |
| Jackson Mary M. | — | Option Exercise | 14,315 | — | — | 14,315 | Mar 31, 2023 |
| Heinberg Marshall | — | Option Exercise | 25,767 | — | — | 185,304 | Mar 31, 2023 |
| EIN MARK | — | Option Exercise | 14,315 | — | — | 1,444,849 | Mar 31, 2023 |
| NELSON GEORGIA R | — | Option Exercise | 14,315 | — | — | 52,946 | Mar 31, 2023 |
| Energy Capital Partners Management, LP | — | Option Exercise | 14,315 | — | — | 135,094 | Mar 31, 2023 |
| Eperjesy Christopher J | Chief Financial Officer | Award / Grant | 7,470 | — | — | 37,470 | Mar 7, 2023 |
| Rich Thomas R. | EVP - Rentals | Tax Withholding | 10,894 | $6.32 | $68,850 | 85,137 | Dec 31, 2022 |
| McMonagle Ryan | President, COO | Tax Withholding | 17,518 | $6.32 | $110,714 | 285,266 | Dec 31, 2022 |
| Ross Joe P. | President - Sales | Tax Withholding | 10,384 | $6.32 | $65,627 | 51,116 | Dec 31, 2022 |
| Carlsen James | CIO | Option Exercise | 4,376 | — | — | 52,504 | Dec 31, 2022 |
| Ross Fredrick M. Jr. | Chief Executive Officer | Option Exercise | 43,750 | — | — | 104,430 | Dec 31, 2022 |
| Haubenreich Adam G. | VP and General Counsel | Tax Withholding | 6,202 | $6.32 | $39,197 | 93,726 | Dec 31, 2022 |
| Eperjesy Christopher J | Chief Financial Officer | Purchase | 30,000 | $6.45 | $193,500 | 30,000 | Nov 11, 2022 |
| EIN MARK | — | Purchase | 50,000 | $5.79 | $289,500 | 1,415,534 | May 16, 2022 |
| EIN MARK | — | Purchase | 351,903 | $5.91 | $2,079,747 | 1,365,534 | May 13, 2022 |
| BARRETT RAYMOND TODD | Chief Accounting Officer | Purchase | 5,000 | $5.67 | $28,350 | 9,403 | May 13, 2022 |
| Heinberg Marshall | — | Purchase | 20,000 | $5.68 | $113,600 | 85,000 | May 13, 2022 |
| Ross Fredrick M. Jr. | Chief Executive Officer | Tax Withholding | 26,820 | $8.34 | $223,679 | 60,680 | Apr 1, 2022 |