CTOS Custom Truck One Source, Inc. Insider Trading

PE One Source Holdings (10% Owner) purchases 8,143,635 shares of CTOS at $4.00 for $32,574,540.00

PE One Source Holdings, a 10% owner, purchased 8,143,635 shares at $4.00 on 2025-01-30, expanding its stake by 5.5% to 156,743,635 shares. The transaction occurred at a price 16.3% below the current market price of $4.78 and 31.7% below the 52-week high of $7.00, reflecting a purchase during a period of relative weakness. Custom Truck One Source's financial profile shows mixed signals: revenue grew 18.6% year-over-year to $447,220,000 in the latest quarter, but the company posted a net loss of $-17,416,000. The concentrated accumulation by an existing major shareholder during unprofitable operations merits monitoring of management's capital allocation strategy and path to profitability.

Platinum Equity buys 8,143,635 CTOS shares at $4.00 for $32.6M; raises stake to 156.74M shares (+5.5%). Stock down 31.7% from 52-week high.

Platinum Equity, a 10% owner, purchased 8,143,635 shares at $4.00 on 2025-01-30, expanding its holding from 148,600,000 shares to 156,743,635 shares. The acquisition represents a 5.5% increase in the already substantial stake and occurred at a price now trading at $4.78 (30.7% above the transaction price), though the stock is 31.7% below its 52-week high. The stock has shown mixed recent momentum: down 1.8% over 30 days but up 9.9% over 90 days. Custom Truck One Source posted $447.2M in quarterly revenue with 18.6% annual growth but reported a $17.4M net loss, creating a backdrop of revenue expansion paired with ongoing unprofitability. The significant size of this purchase and the buyer's already-dominant position suggest a confidence signal in CTOS's path, though the negative earnings and depressed valuation relative to the recent peak warrant investor attention to whether the fundamentals support this level of commitment.

NESCO Holdings sold 2,354,109 shares of CTOS at $3.42; stock down 51.6% from 52-week high, 26.8% in 90 days.

NESCO Holdings, a 10% owner, sold 2,354,109 shares for $8,051,052.78 on 2024-09-05, reducing its stake from 25,738,988 shares to 23,384,879 shares. The company is trading at $3.39 (current price), down 51.6% from its 52-week high of $7.00 and down 26.8% over the past 90 days. The sale occurred at $3.42, nearly aligned with today's depressed price level. Despite strong annual revenue growth of 18.6% to $423.0M, the company reported a net loss of $-24,478,000.00 in the latest quarter, suggesting operational headwinds that may be weighing on the stock's performance and shareholder disposition.

ECP ControlCo LLC (10% owner) sold 2,354,109 shares of CTOS at $3.42 on 2024-09-05; post-sale holdings 23,384,879 shares

ECP ControlCo sold 2,354,109 shares of Custom Truck One Source for $8,051,052.78, reducing its stake from 25,738,988 to 23,384,879 shares. The transaction occurred when the stock was trading near current levels relative to its 52-week high of $7.00; the stock has since declined 17.5% over 30 days and 26.8% over 90 days. The company reports positive revenue growth of 18.6% year-over-year but generated a net loss of $24,478,000 on $423,013,000 in latest-quarter revenue. A 10% shareholder's divestment of 2.35M shares warrants scrutiny given the company's unprofitability and recent price momentum, though the sale represents only a 9.1% reduction in ECP's post-transaction holdings, suggesting retained confidence in the position.

CTOS President—Sales bought 84,254 shares ($335.1K) at $3.98, raising stake 50.9% to 249.8K shares amid -41.3% YTD decline.

Ross Joe P., President—Sales, purchased 84,254 shares at $3.98, significantly expanding his holdings by 50.9% from 165,580 to 249,834 shares. The $335,078.16 purchase represents material capital deployment by a sales executive at a time when CTOS trades 41.3% below its 52-week high of $7.00 and has declined 9.3% over 90 days. The company is growing revenue at 18.6% annually but reported a net loss of $24.5M in the latest quarter against $423.0M revenue, indicating operational challenges despite top-line expansion. The insider's significant share purchase at depressed valuation levels warrants examination of whether this reflects management's assessment of value or other factors, particularly given the disconnect between revenue growth and profitability.

President of Rentals Rich Thomas buys 26,200 CTOS shares at $3.84; stock -42.1% from 52-week high, -$24.5M net income

Rich Thomas R., President of Rentals at Custom Truck One Source, purchased 26,200 shares at $3.84, increasing his holdings to 224,778 shares from 198,578 shares—a 13.2% increase in personal position. The transaction occurs in a context of significant headwinds: the stock trades 42.1% below its 52-week high of $7.00, the company posted a net loss of $24,478,000.00 against quarterly revenue of $423,013,000.00, and the broader 90-day price trend is -10.4%. Despite annual revenue growth of +18.6%, the earnings backdrop reveals profitability challenges. An insider purchase at depressed valuations warrants attention to whether this reflects conviction in operational recovery or simply opportunistic accumulation at lower entry prices.

Director Heinberg Marshall buys 10,000 CTOS shares at $4.34; stock -40.6% from 52-week high, but his prior 4 CTOS buys all delivered positive 90d returns.

Heinberg Marshall purchased 10,000 shares of Custom Truck One Source at $4.34, increasing his holdings to 303,856 shares (+3.4%). The stock currently trades at $4.27, down -40.6% from its 52-week high of $7.19 and down -20.3% over the past 90 days, presenting a depressed entry point. Notably, Marshall's prior 4 measurable buys at CTOS all delivered positive 90-day returns (ranging from +2.0% to +41.4%), with a perfect timing pattern where each buy preceded a subsequent rise. His cross-ticker track record shows 6 prior buys with an average 90-day return of +18.2% and a 100% win rate. This transaction aligns with Marshall's demonstrated ability to identify entry points at CTOS, though the company faces fundamental headwinds: net income of $-14.3M despite $411.3M in quarterly revenue, and a P/E of 47.44 on negative earnings. The purchase signals continued conviction in the stock despite near-term price weakness and underlying profitability challenges.