CTOS Insider Trading

Custom Truck One Source, Inc. (CTOS) operates in the Industrials sector, specifically the Rental & Leasing Services industry, with a market capitalization near $2.17B, listed on NYSE, employing roughly 2,500 people, carrying a beta of 1.43 to the broader market. Custom Truck One Source, Inc. Led by Ryan McMonagle, public since 2017-10-09.

In the last 12 months, Custom Truck One Source, Inc. insiders made 0 buy transactions and 0 sale transactions.

DateNameTypeSharesPriceValue
Apr 3, 2026McMonagle RyanM-Exempt121,875$0.00$0
Apr 3, 2026McMonagle RyanF-InKind54,906$6.62$363.5K
Apr 3, 2026McMonagle RyanA-Award175,000$0.00$0
Apr 3, 2026McMonagle RyanM-Exempt40,625$0.00$0
Apr 3, 2026McMonagle RyanM-Exempt81,250$0.00$0
Apr 3, 2026Eperjesy Christopher JM-Exempt90,000$0.00$0
Apr 3, 2026Eperjesy Christopher JF-InKind40,547$6.62$268.4K
Apr 3, 2026Eperjesy Christopher JA-Award95,000$0.00$0
Apr 3, 2026Eperjesy Christopher JM-Exempt22,500$0.00$0
Apr 3, 2026Eperjesy Christopher JM-Exempt45,000$0.00$0

CTOS Insider Activity by Quarter

Reported Form 4 and Form 5 lines under CTOS's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to May 13, 2020, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A0N/A0
Q2 20260N/A0N/A37
Q1 20260N/A0N/A16
Q4 20250N/A0N/A1
Q3 20250N/A0N/A0
Q2 20250N/A0N/A40
Q1 20252$65.1M0N/A10
Q4 20240N/A0N/A18

CTOS Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 186 institutions reported holding 223,391,463 CTOS shares, valued at $2.64B as reported, 97.4% of its market cap (market cap of Jun 26, 2026). That is +11 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 32 opened a position, 18 closed one, 77 added and 57 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
Platinum Equity Advisors, LLC/DE156,743,635$1.85BUnchanged
DIMENSIONAL FUND ADVISORS LP6,172,555$72.9M+569,717
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,156,876$72.7M+481,958
Canvas Wealth Advisors, LLC5,982,649$70.7M-1,036,877
BlackRock, Inc.4,574,024$54.0M+321,052
Allspring Global Investments Holdings, LLC2,692,878$29.7M-1,221,255
VANGUARD CAPITAL MANAGEMENT LLC2,578,410$30.5M+52,666
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,202,031$26.0M+1,145,481
GOLDMAN SACHS GROUP INC1,877,617$22.2M+1,361,882
GEODE CAPITAL MANAGEMENT, LLC1,727,646$20.4M+257,010

By Quarter

QuarterInstitutionsSharesValue
Q2 2026186223,391,463$2.64B
Q1 2026175218,958,385$1.44B
Q4 2025157216,885,689$1.25B
Q3 2025146215,295,394$1.38B
Q2 2025129216,675,890$1.08B
Q1 2025140213,515,829$899.3M
Q4 2024124222,112,034$1.07B
Q3 2024121220,310,127$760.9M
Q2 2024112219,865,701$958.6M

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding CTOS

FundWeight of CTOSShares (as reported)Value (as reported)Source updated
PAVE Global X - U.S. Infrastructure Development ETF0.29%4,047,965$40.3MOct 7, 2026
DFAT Dimensional - US Targeted Value ETF0.06%1,946,143$19.4MOct 8, 2026
VTI Vanguard Morningstar Total Stock Market ETF0.00%1,820,142$16.8MOct 7, 2026
IWM iShares Russell 2000 ETF0.02%1,602,946$15.1MOct 8, 2026
DFSV U.S. Small Cap Value Portfolio ETF Class Shares0.06%1,513,102$15.1MOct 8, 2026
VXF Vanguard Extended Market ETF0.01%711,877$6.6MOct 7, 2026
IWO iShares Russell 2000 Growth ETF0.03%474,617$4.5MOct 8, 2026
SCHA Schwab U.S. Small-Cap ETF0.01%330,777$3.3MOct 8, 2026
VTWO Vanguard Russell 2000 ETF0.02%352,536$3.2MOct 7, 2026
FYX First Trust Small Cap Core AlphaDEX Fund0.13%183,924$1.7MOct 8, 2026
DFAC Dimensional - US Core Equity 2 ETF0.00%167,871$1.7MOct 8, 2026
AVSC Avantis U.S. Small Cap Equity ETF0.04%128,872$1.2MOct 8, 2026
ITOT iShares Core S&P Total U.S. Stock Market ETF0.00%126,124$1.2MOct 8, 2026
SEIS SEI Exchange Traded Funds - SEI Select Small Cap ETF0.16%99,470$939.0KOct 8, 2026
PRFZ Invesco RAFI US 1500 Small-Mid ETF0.03%88,033$831.0KOct 8, 2026

From each fund's latest holdings file on record that shows CTOS's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as CTOS's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for CTOS reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is CTOS's share of that fund.

How to Read CTOS Insider Activity

Net insider activity is balanced over the trailing twelve months: 0 buys against 0 sales. Balanced activity typically reflects routine compensation-related vesting and tax-driven liquidity rather than directional information signals. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked CTOS insider trading questions

How active are CTOS insiders right now?
Over the trailing twelve months, Custom Truck One Source, Inc. (CTOS) insiders made 0 buy transactions and 0 sale transactions. Net insider activity over the trailing twelve months is balanced (0 buys, 0 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are CTOS insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do CTOS insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.