Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climb Global Solutions, Inc.CLMB · Entity 5428 | Chief Financial 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 | 87,818 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Tax withholding · Disposed 646 · Balance 87,818 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 |
|---|---|---|---|---|---|---|
| August 05, 2026 Filed Aug 6, 2026 19:50 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 646 | $26.78 | $17,299.88 |
DisclosureSEC source: 0001437749-26-026239 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,818 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 05, 2026 Filed May 6, 2026 12:25 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 558 | $18.76 | $10,468.08 |
DisclosureSEC source: 0001437749-26-015025 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,464 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| April 09, 2026 Filed Apr 10, 2026 20:44 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 13,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-012055 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,022 Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 15:19 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 149 | $121.05 | $18,036.45 |
DisclosureSEC source: 0001437749-26-004463 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,933 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 18:45 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 276 | $119.87 | $33,084.12 |
DisclosureSEC source: 0001437749-26-003345 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,082 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 13:09 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 230 | $113.25 | $26,047.50 |
DisclosureSEC source: 0001437749-25-033713 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,358 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 14:07 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 227 | $107.32 | $24,361.64 |
DisclosureSEC source: 0001437749-25-025274 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,588 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 05, 2025 Filed May 6, 2025 20:42 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 265 | $101.27 | $26,836.55 |
DisclosureSEC source: 0001437749-25-014790 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,815 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| April 16, 2025 Filed Apr 18, 2025 19:09 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-012360 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,080 Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 20:01 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 440 | $125.67 | $55,294.80 |
DisclosureSEC source: 0001437749-25-003004 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,855 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 18:17 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 1,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002362 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,295 Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 13:19 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 353 | $107.98 | $38,116.94 |
DisclosureSEC source: 0001437749-24-033761 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,389 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 19:53 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 310 | $66.48 | $20,608.80 |
DisclosureSEC source: 0001437749-24-024858 · rdgdoc.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,742 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 06, 2024 Filed May 7, 2024 15:28 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 298 | $58.84 | $17,534.32 |
DisclosureSEC source: 0001415889-24-012429 · form4-05072024_030524.xml · nonDerivative · entry 2 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,052 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 03, 2024 Filed May 7, 2024 15:28 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 1,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012429 · form4-05072024_030524.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,350 Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 15:23 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 518 | $58.00 | $30,044.00 |
DisclosureSEC source: 0001415889-24-002771 · form4-02062024_030203.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,670 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 06, 2023 Filed Nov 7, 2023 22:17 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 423 | $43.13 | $18,243.99 |
DisclosureSEC source: 0001415889-23-014849 · form4-11072023_101150.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,188 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 20:44 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 380 | $41.04 | $15,595.20 |
DisclosureSEC source: 0001415889-23-011972 · form4-08092023_080805.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,611 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 12, 2023 Filed May 16, 2023 14:55 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008092 · form4-05162023_020552.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,991 F1 · kind: Shares acquired via gift from the Company CEO. Read SEC document |
| May 05, 2023 Filed May 8, 2023 14:39 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 392 | $46.29 | $18,145.68 |
DisclosureSEC source: 0001415889-23-007521 · form4-05082023_020514.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,991 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 02, 2023 Filed May 4, 2023 20:51 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007306 · form4-05042023_080519.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,383 Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 16:23 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 364 | $38.04 | $13,846.56 |
DisclosureSEC source: 0001415889-23-002144 · form4-02082023_040220.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,383 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 07, 2022 Filed Nov 8, 2022 22:11 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | Tax withholdingCommon Stock | 332 | $31.13 | $10,335.16 |
DisclosureSEC source: 0001415889-22-011189 · form4-11082022_101117.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,747 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 01, 2022 Filed Nov 2, 2022 21:03 UTC | Climb Global Solutions, Inc. CLMB · Entity 5428 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-011015 · form4-11022022_021135.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,079 Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 18:35 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 211 | $31.00 | $6,541.00 |
DisclosureSEC source: 0001415889-22-008403 · form4-08092022_110835.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,079 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 05, 2022 Filed May 5, 2022 20:26 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 234 | $34.50 | $8,073.00 |
DisclosureSEC source: 0001415889-22-004672 · form4-05052022_010531.xml · nonDerivative · entry 2 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:26 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-004672 · form4-05052022_010531.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,524 Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 17:09 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 150 | $29.41 | $4,411.50 |
DisclosureSEC source: 0001179110-22-000958 · edgar.xml · nonDerivative · entry 1 SULLIVAN MATTHEW M · CIK 0001910126 · CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,524 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. 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.