CTOS

Custom Truck One Source, Inc.

A North American one-stop shop for specialty trucks and heavy equipment, Custom Truck One Source rents, sells, and services vehicles like bucket trucks, digger derricks, and cranes for utilities, telecom, rail, and infrastructure crews. It grew from Custom Truck Sales, founded in 1996 in Kansas City by Fred Ross and his siblings, who got their start in the family gas station and towing business before expanding into a full-service equipment provider. Its rental fleet of more than ten thousand units is kept young—about three years old on average—so crews get dependable machines.

CUSIP: 23204X103IndustrialsUS1 holder

Ownership Activity Financials Filings

Insiders

Ranked by how much each holding moved in the last 5 years

Insider

Gores Tom +1 co-filer10% owner · 1 transaction

156.74M—

as of Jan 2025

Bought 8.14M

PE One Source Holdings, LLC +8 co-filers10% owner · 1 transaction

156.74M—

as of Jan 2025

Bought 8.14M

ECP ControlCo, LLC +2 co-filersDirector, 10% owner · 6 transactions

51.50M—

as of Apr 2024

Granted 46.6K · Sold 135.1K

ECP Cardinal Holdings, LP +2 co-filers10% owner · 1 transaction

23.38M—

as of Sep 2024

Sold 2.35M

ECP ControlCo, LLC +9 co-filers10% owner · 1 transaction

23.38M—

as of Sep 2024

Sold 2.35M

Ein MarkDirector · 12 transactions

5.17M-23%

Granted 95.7K · Bought 501.9K

Ross Fredrick M. Jr.Director · 18 transactions

2.58M—

Granted 748.1K

McMonagle RyanChief Executive Officer, Director · 20 transactions

750.9K+266.3%

Granted 775.9K · Bought 30.0K

Ross Joe P.President - Sales · 19 transactions

659.9K—

Granted 477.5K · Bought 84.3K

Heinberg Marshall ADirector · 1 transaction

520.5K—

Granted 48.3K

Blackstone Group Management L.L.C. +3 co-filersFormer 10% Owner · 14 transactions

495.9K—

as of Feb 2022

Sold 14.17M

BCP VI-NQ Side-by-Side GP L.L.C. +8 co-filersFormer 10% Owner · 14 transactions

478.9K—

as of Feb 2022

Sold 14.17M

Heinberg MarshallDirector · 13 transactions

472.2K—

as of Apr 2025

Granted 123.8K · Bought 160.0K

BCP CTOS Holdings L.P. +8 co-filersFormer 10% Owner · 14 transactions

405.9K—

as of Feb 2022

Sold 14.17M

Rich Thomas R.President - Rentals · 20 transactions

363.6K+1643.5%

Granted 477.5K · Bought 41.2K

Eperjesy Christopher JChief Financial Officer · 16 transactions

324.5K—

Granted 307.2K · Bought 90.0K

Nelson Georgia RDirector · 6 transactions

132.7K+430.7%

Granted 95.7K · Bought 12.0K

Bader Paul TDirector · 1 transaction

120.7K—

Granted 26.9K

Haubenreich Adam G.VP and General Counsel · 6 transactions

111.7K—

as of Apr 2023

Granted 78.1K

Bader PaulDirector · 4 transactions

93.8K+275.2%

as of Mar 2025

Granted 68.8K

Meader BradChief Financial Officer · 2 transactions

86.5K+245.8%

as of Apr 2022

Granted 37.5K

Carlsen JamesCIO · 13 transactions

85.8K+168.3%

as of Apr 2024

Granted 52.2K · Bought 10.0K

Jackson Mary M.Director · 4 transactions

82.0K—

Granted 82.0K

Jolas Paul MEVP, General Counsel & Sec. · 9 transactions

81.2K—

Granted 124.1K

Barrett Raymond ToddChief Accounting Officer · 23 transactions

56.2K+408%

as of Apr 2025

Granted 58.1K · Bought 8.0K

Energy Capital Partners Management, LPDirector · 1 transaction

0—

as of Aug 2024

Sold 18.6K

Insider	Stake change	Holds now	Granted / vested	Bought	Sold
Gores Tom +1 co-filer10% owner · 1 transaction	—	156.74Mas of Jan 2025	—	8.14M	—
PE One Source Holdings, LLC +8 co-filers10% owner · 1 transaction	—	156.74Mas of Jan 2025	—	8.14M	—
ECP ControlCo, LLC +2 co-filersDirector, 10% owner · 6 transactions	—	51.50Mas of Apr 2024	46.6K	—	135.1K
ECP Cardinal Holdings, LP +2 co-filers10% owner · 1 transaction	—	23.38Mas of Sep 2024	—	—	2.35M
ECP ControlCo, LLC +9 co-filers10% owner · 1 transaction	—	23.38Mas of Sep 2024	—	—	2.35M
Ein MarkDirector · 12 transactions	-23%	5.17M	95.7K	501.9K	—
Ross Fredrick M. Jr.Director · 18 transactions	—	2.58M	748.1K	—	—
McMonagle RyanChief Executive Officer, Director · 20 transactions	+266.3%	750.9K	775.9K	30.0K	—
Ross Joe P.President - Sales · 19 transactions	—	659.9K	477.5K	84.3K	—
Heinberg Marshall ADirector · 1 transaction	—	520.5K	48.3K	—	—
Blackstone Group Management L.L.C. +3 co-filersFormer 10% Owner · 14 transactions	—	495.9Kas of Feb 2022	—	—	14.17M
BCP VI-NQ Side-by-Side GP L.L.C. +8 co-filersFormer 10% Owner · 14 transactions	—	478.9Kas of Feb 2022	—	—	14.17M
Heinberg MarshallDirector · 13 transactions	—	472.2Kas of Apr 2025	123.8K	160.0K	—
BCP CTOS Holdings L.P. +8 co-filersFormer 10% Owner · 14 transactions	—	405.9Kas of Feb 2022	—	—	14.17M
Rich Thomas R.President - Rentals · 20 transactions	+1643.5%	363.6K	477.5K	41.2K	—
Eperjesy Christopher JChief Financial Officer · 16 transactions	—	324.5K	307.2K	90.0K	—
Nelson Georgia RDirector · 6 transactions	+430.7%	132.7K	95.7K	12.0K	—
Bader Paul TDirector · 1 transaction	—	120.7K	26.9K	—	—
Haubenreich Adam G.VP and General Counsel · 6 transactions	—	111.7Kas of Apr 2023	78.1K	—	—
Bader PaulDirector · 4 transactions	+275.2%	93.8Kas of Mar 2025	68.8K	—	—
Meader BradChief Financial Officer · 2 transactions	+245.8%	86.5Kas of Apr 2022	37.5K	—	—
Carlsen JamesCIO · 13 transactions	+168.3%	85.8Kas of Apr 2024	52.2K	10.0K	—
Jackson Mary M.Director · 4 transactions	—	82.0K	82.0K	—	—
Jolas Paul MEVP, General Counsel & Sec. · 9 transactions	—	81.2K	124.1K	—	—
Barrett Raymond ToddChief Accounting Officer · 23 transactions	+408%	56.2Kas of Apr 2025	58.1K	8.0K	—
Energy Capital Partners Management, LPDirector · 1 transaction	—	0as of Aug 2024	—	—	18.6K

Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.