undamentalytics Newsletter

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.

No open-market insider trades reported in the last five years.

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%).

$0$10.0k$20.0k 202120222023202420252026 $20.0k$18.2k$7.0k
Copying Custom Truck One Source, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Custom Truck One Source, Inc.'s insiders from April 6, 2021, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 83% of the time.
Custom Truck One Source, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest 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

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

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.

MonthCrowd3 months on, vs S&P 5006 months12 months
November 30, 20234 buying−6.0%−35.6%−34.4%
May 31, 20223 buying+14.4%+15.1%+2.7%
December 31, 20212 buying+8.6%−18.4%−2.5%
August 31, 20212 buying−13.5%−5.4%−12.0%
April 30, 20219 buying−29.5%−24.9%−36.0%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

← Back to Custom Truck One Source, Inc. · Funds · Politicians