Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climb Global Solutions, Inc.CLMB · Entity 5428 | Director · Chief Executive Officer | August 05, 2026 | August 06, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Climb Global Solutions, Inc.
Report date August 05, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 342,452 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Tax withholding · Disposed 1,015 · Balance 342,452 F1: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 06, 2022 Filed Jun 7, 2022 18:44 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | SaleCommon Stock | 1,282 | $37.75 | $48,395.50 |
DisclosureSEC source: 0001415889-22-006195 · form4-06072022_110602.xml · nonDerivative · entry 3 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,549 Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 18:44 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | SaleCommon Stock | 10 | $38.03 | $380.30 |
DisclosureSEC source: 0001415889-22-006195 · form4-06072022_110602.xml · nonDerivative · entry 2 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,831 Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 18:44 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | SaleCommon Stock | 1,708 | $37.75 | $64,477.00 |
DisclosureSEC source: 0001415889-22-006195 · form4-06072022_110602.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,841 Read SEC document |
| May 05, 2022 Filed May 5, 2022 20:34 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 1,111 | $34.50 | $38,329.50 |
DisclosureSEC source: 0001415889-22-004685 · form4-05052022_010508.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,549 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 14:52 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 177 | $30.10 | $5,327.70 |
DisclosureSEC source: 0001179110-22-001861 · edgar.xml · nonDerivative · entry 2 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,660 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 14:52 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 11,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-001861 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,837 Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 17:05 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 1,819 | $29.41 | $53,496.79 |
DisclosureSEC source: 0001179110-22-000954 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,574 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 15:35 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 1,615 | $29.92 | $48,320.80 |
DisclosureSEC source: 0001179110-21-009969 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,393 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 19:33 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 1,572 | $25.92 | $40,746.24 |
DisclosureSEC source: 0001179110-21-007994 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,008 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 05, 2021 Filed May 7, 2021 19:18 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 1,559 | $24.96 | $38,912.64 |
DisclosureSEC source: 0001179110-21-004994 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,580 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:49 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 16,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002282 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,139 Read SEC document |
| November 13, 2020 Filed Nov 18, 2020 02:30 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | PurchaseCommon Stock | 2,500 | $20.77 | $51,936.25 |
DisclosureSEC source: 0001179110-20-011185 · edgar.xml · nonDerivative · entry 3 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,099 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 15:12 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 1,062 | $22.20 | $23,576.40 |
DisclosureSEC source: 0001179110-20-010905 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,890 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 21:13 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 918 | $23.29 | $21,380.22 |
DisclosureSEC source: 0001179110-20-008781 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,952 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:29 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 9,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001968 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,870 Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 20:18 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-000671 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| May 13, 2019 Filed Nov 18, 2020 02:30 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | SaleCommon Stock | 1,500 | $12.17 | $18,249.00 |
DisclosureSEC source: 0001179110-20-011185 · edgar.xml · nonDerivative · entry 2 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,599 Read SEC document |
| November 05, 2018 Filed Nov 18, 2020 02:30 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GiftCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011185 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,099 Read SEC document |
| May 07, 2018 Filed May 11, 2018 16:32 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006603 · edgar.xml · nonDerivative · entry 1 Foster Dale Richard · CIK 0001545927 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · kind: Restricted stock granted pursuant to the Issuer's 2012 Stock-Based Compensation Plan. These shares will vest in 16 quarterly installments beginning on May 7, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.