Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climb Global Solutions, Inc.CLMB · Entity 5428 | Chief Alliance 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 | 126,974 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Tax withholding · Disposed 746 · Balance 126,974 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 |
|---|---|---|---|---|---|---|
| January 24, 2022 Filed Feb 9, 2022 17:03 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000953 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,876 Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 15:36 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 641 | $29.92 | $19,178.72 |
DisclosureSEC source: 0001179110-21-009971 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,776 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 19:32 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 611 | $25.92 | $15,837.12 |
DisclosureSEC source: 0001179110-21-007993 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,417 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 | 603 | $24.96 | $15,050.88 |
DisclosureSEC source: 0001179110-21-004993 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,028 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 22:50 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 79 | $20.27 | $1,600.94 |
DisclosureSEC source: 0001179110-21-002285 · edgar.xml · nonDerivative · entry 2 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,669 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 22:50 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 9,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002285 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,748 Read SEC document |
| February 23, 2021 Filed Mar 3, 2021 15:07 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 38 | $20.27 | $770.07 |
DisclosureSEC source: 0001179110-21-002617 · edgar.xml · nonDerivative · entry 2 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,631 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 Mar 3, 2021 15:07 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002617 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,669 Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:35 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 300 | $19.00 | $5,700.00 |
DisclosureSEC source: 0001179110-21-001449 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,498 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 15:11 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 254 | $22.20 | $5,638.80 |
DisclosureSEC source: 0001179110-20-010903 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · VP of Alliance & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,798 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 | 340 | $23.29 | $7,918.60 |
DisclosureSEC source: 0001179110-20-008780 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · VP of Alliance & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,052 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 05, 2020 Filed May 7, 2020 21:11 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 289 | $15.76 | $4,554.64 |
DisclosureSEC source: 0001179110-20-005558 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · VP of Alliance & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,392 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 21:28 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 7,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001964 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · VP New Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,681 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:10 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | SaleCommon Stock | 100 | $12.40 | $1,240.00 |
DisclosureSEC source: 0001179110-19-003182 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · VP New Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,900 Read SEC document |
| May 07, 2018 Filed May 11, 2018 16:32 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006602 · edgar.xml · nonDerivative · entry 1 Bass Charles Edward · CIK 0001546245 · VP New Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 07, 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.