Custom Truck One Source, Inc. insider trading
Every open-market purchase and sale by Custom Truck One Source, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
Does following Custom Truck One Source, Inc.’s insiders pay?
From November 21, 2019 to February 3, 2025, 22 insiders reported 38 open-market purchases and 6 sales not made under a pre-set plan in Custom Truck One Source, Inc. Twelve months after each purchase was reported, the shares were −18.8% against the S&P 500 on average (median −27.0%), over 24 purchases with a full year of prices; 21% beat the index. After sales, the shares moved −37.5% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on April 6, 2021 into $7,020 by November 2, 2026, −6.2% a year. It held shares 83% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $18,246 (+11.4% a year), and held throughout $20,045 (+13.3%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Heinberg Marshall A | Director | 7 | −22.7% (5) | 20% | 0 | — | June 14, 2024 |
| Ein Mark | Director | 4 | −14.5% (4) | 25% | 0 | — | November 14, 2023 |
| Mcmonagle Ryan | Chief Executive Officer | 4 | −18.0% (3) | 33% | 0 | — | May 10, 2024 |
| Eperjesy Christopher J | Chief Financial Officer | 3 | −35.0% (2) | 0% | 0 | — | May 8, 2024 |
| Holthaus Gerard E | Director | 3 | — | — | 0 | — | June 2, 2020 |
| Barrett Raymond Todd | Chief Accounting Officer | 2 | −0.1% (1) | 0% | 0 | — | May 8, 2024 |
| Carlsen James | CIO | 2 | −16.1% (2) | 0% | 0 | — | December 7, 2021 |
| Energy Capital Partners Management, LP | Director | 0 | — | — | 2 | −72.3% (1) | August 29, 2024 |
| Jacobson Lee | CEO | 2 | — | — | 0 | — | May 14, 2020 |
| Nelson Georgia R | Director | 2 | −27.0% (1) | 0% | 0 | — | May 9, 2024 |
| Rich Thomas R. | President - Rentals | 2 | +1.3% (1) | 100% | 0 | — | August 7, 2024 |
| Bader Paul T | Director | 1 | −27.0% (1) | 0% | 0 | — | April 5, 2021 |
| Blackstone Holdings III L.P. and related entities | 10% owner | 0 | — | — | 1 | −1.4% (1) | November 22, 2021 |
| Blackstone Inc. and related entities | Other | 0 | — | — | 1 | −6.7% (1) | February 18, 2022 |
| Boone Joshua A | Chief Financial Officer | 1 | — | — | 0 | — | June 18, 2020 |
| Ecp Management Gp, LLC | Director | 0 | — | — | 1 | −69.7% (1) | September 12, 2023 |
| Energy Capital Partners Iii-D, LP and related entities | 10% owner | 0 | — | — | 1 | — | September 9, 2024 |
| Gores Tom and related entities | 10% owner | 1 | +11.3% (1) | 100% | 0 | — | February 3, 2025 |
| Haubenreich Adam G. | VP and General Counsel | 1 | −27.0% (1) | 0% | 0 | — | April 5, 2021 |
| Meader Brad | Chief Financial Officer | 1 | −27.0% (1) | 0% | 0 | — | April 5, 2021 |
| Platinum Equity, LLC and related entities | 10% owner | 1 | −27.0% (1) | 0% | 0 | — | April 5, 2021 |
| Ross Joe P. | President - Sales | 1 | — | — | 0 | — | August 9, 2024 |
When several insiders traded Custom Truck One Source, Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Custom Truck One Source, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 5 buying crowds with six months of prices, it averaged −13.8% against the index. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| November 30, 2023 | 4 buying | −6.0% | −35.6% | −34.4% |
| May 31, 2022 | 3 buying | +14.4% | +15.1% | +2.7% |
| December 31, 2021 | 2 buying | +8.6% | −18.4% | −2.5% |
| August 31, 2021 | 2 buying | −13.5% | −5.4% | −12.0% |
| April 30, 2021 | 9 buying | −29.5% | −24.9% | −36.0% |
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