EquipmentShare.com Inc: management transactions · United States · SEC (Form 4)

About EquipmentShare.com Inc

EquipmentShare.com Inc. is a U.S.-based construction equipment rental and technology company listed on the Nasdaq Global Select Market under the ticker EQPT. Its model combines three complementary businesses: equipment rental, new and used equipment sales, and proprietary software/hardware designed to digitize construction jobsites. For investors, the company should be viewed less as a traditional rental yard and more as a tech-enabled industrial platform, with a revenue mix that blends physical assets, recurring services, and data-driven workflow tools. The company was founded in 2015 in Columbia, Missouri, by Jabbok and Willy Schlacks. Its headquarters remain in Columbia, Missouri, even though EquipmentShare announced in 2025 that it changed its state of incorporation from Delaware to Texas, a move that reflects its expanding operating footprint and long-term growth ambitions. That shift underscores a company moving from startup scale-up toward a broader national platform, with a business model built around large job sites, infrastructure projects, and professional contractors. At the center of the offering is T3, EquipmentShare’s proprietary technology platform. T3 connects equipment, teams, and jobsite data to improve fleet visibility, reduce downtime, track maintenance, monitor GPS location, fuel usage, and machine utilization, and provide contractors with better operational control. The company also offers telematics devices, fleet management tools, an equipment rental marketplace, and related services. Its customer base is primarily composed of contractors in residential and commercial construction, infrastructure, restoration, remediation, environmental services, and other industrial end markets across the United States. From a competitive standpoint, EquipmentShare operates in a fragmented but highly competitive market dominated by large national rental companies and regional specialists. Its main differentiator is the integration of rentals with software and telematics, which can deepen customer relationships and improve asset productivity. That “connected jobsite” angle is strategically important because it can create switching costs, improve fleet utilization, and potentially support better economics than a pure rental-only model. The company has also emphasized its nationwide footprint and rapid network expansion as a key element of its market position. A major recent milestone was EquipmentShare’s IPO and Nasdaq debut in January 2026, which marked an important transition from privately held growth story to public market platform. The listing drew attention because the company is positioning itself as one of the larger integrated equipment rental and asset-management players in the United States. For international equity investors, EquipmentShare is a notable Construction & BTP name that sits at the intersection of industrial services, construction equipment, and jobsite software innovation in the United States.