Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Climb Global Solutions, Inc.WSTG · Entity 5428 | Vice President & CFO | May 05, 2021 | May 07, 2021 |
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 May 05, 2021 · Filed May 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,701 |
Ending reported balance
After 2021-05-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-17 · Other · Acquired 107 · Balance 45,826 Row 2 · 2021-05-05 · Tax withholding · Disposed 1,125 · Balance 44,701 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Forian Inc.
Report date May 15, 2026 · Filed May 15, 2026
Section 16 reporting ended · disclosed 2026-05-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 450,000 |
Reported balance
After 2026-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-15 · Other · Disposed 139,610 · Balance 450,000 F1: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated April 2, 2026, by and between Forian Inc., a Maryland corporation (the "Issuer"), 2025 Acquisition Company, LLC, a Delaware limited liability company ("Parent"), and Bravo Merger Sub, Inc., a Maryland corporation and wholly owned subsidiary of Parent ("Merger Sub"), on May 15, 2026, Parent and Merger Sub completed a tender offer for the shares of the Issuer's common stock (the "Shares"). In exchange for each Share, tendering shareholders received $2.17 per Share (the "Offer Price"), payable in cash, without interest and subject to any applicable withholding taxes. F2: Represents unvested restricted stock units ("RSUs"). |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-15 · Disposition to issuer · Disposed 450,000 · Balance 0 F2: Represents unvested restricted stock units ("RSUs"). F3: On May 15, 2026, pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each unvested RSU or portion thereof that was outstanding as of immediately prior to the Effective Time was cancelled and converted into a right to receive an amount in cash equal to the product of (i) the total number of Shares subject to such unvested RSU immediately prior to the Effective Time multiplied by (ii) the Offer Price. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.67 · Expires 2034-01-12 | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-15 · Disposition to issuer · Acquired 175,000 · Balance 0 F4: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.79 · Expires 2033-02-13 | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-15 · Disposition to issuer · Acquired 185,000 · Balance 0 F4: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.98 · Expires 2032-05-11 | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-15 · Disposition to issuer · Acquired 200,000 · Balance 0 F4: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.62 · Expires 2031-09-02 | Direct | 0 |
Reported balance
After 2026-05-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-15 · Disposition to issuer · Acquired 350,000 · Balance 0 F4: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated April 2, 2026, by and between Forian Inc., a Maryland corporation (the "Issuer"), 2025 Acquisition Company, LLC, a Delaware limited liability company ("Parent"), and Bravo Merger Sub, Inc., a Maryland corporation and wholly owned subsidiary of Parent ("Merger Sub"), on May 15, 2026, Parent and Merger Sub completed a tender offer for the shares of the Issuer's common stock (the "Shares"). In exchange for each Share, tendering shareholders received $2.17 per Share (the "Offer Price"), payable in cash, without interest and subject to any applicable withholding taxes.
F2: Represents unvested restricted stock units ("RSUs").
F3: On May 15, 2026, pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each unvested RSU or portion thereof that was outstanding as of immediately prior to the Effective Time was cancelled and converted into a right to receive an amount in cash equal to the product of (i) the total number of Shares subject to such unvested RSU immediately prior to the Effective Time multiplied by (ii) the Offer Price.
F4: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 15, 2026 21:24 UTC | Forian Inc. FORA · Entity 47119 | Disposition to issuerStock Option (right to buy) · Derivative | 350,000 | Not disclosed Strike: $10.62 | Not disclosed |
DisclosureSEC source: 0001140361-26-021727 · form4.xml · derivative · entry 6 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 350,000 shares Expires 2031-09-02 F4 · price: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. F4 · derivative.exercise_date: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. Read SEC document |
| May 15, 2026 Filed May 15, 2026 21:24 UTC | Forian Inc. FORA · Entity 47119 | Disposition to issuerStock Option (right to buy) · Derivative | 200,000 | Not disclosed Strike: $2.98 | Not disclosed |
DisclosureSEC source: 0001140361-26-021727 · form4.xml · derivative · entry 5 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2032-05-11 F4 · price: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. F4 · derivative.exercise_date: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. Read SEC document |
| May 15, 2026 Filed May 15, 2026 21:24 UTC | Forian Inc. FORA · Entity 47119 | Disposition to issuerStock Option (right to buy) · Derivative | 185,000 | Not disclosed Strike: $3.79 | Not disclosed |
DisclosureSEC source: 0001140361-26-021727 · form4.xml · derivative · entry 4 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 185,000 shares Expires 2033-02-13 F4 · price: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. F4 · derivative.exercise_date: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. Read SEC document |
| May 15, 2026 Filed May 15, 2026 21:24 UTC | Forian Inc. FORA · Entity 47119 | Disposition to issuerStock Option (right to buy) · Derivative | 175,000 | Not disclosed Strike: $2.67 | Not disclosed |
DisclosureSEC source: 0001140361-26-021727 · form4.xml · derivative · entry 3 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 175,000 shares Expires 2034-01-12 F4 · price: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. F4 · derivative.exercise_date: At the Effective Time, each stock option that was either (i) unvested or (ii) that had a per share exercise price per Share that was equal to or more than the Offer Price that was then outstanding and unexercised as of immediately prior to the Effective Time was cancelled without any consideration payable therefor. Read SEC document |
| May 15, 2026 Filed May 15, 2026 21:24 UTC | Forian Inc. FORA · Entity 47119 | Disposition to issuerCommon Stock | 450,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-021727 · form4.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Represents unvested restricted stock units ("RSUs"). F3 · price: On May 15, 2026, pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each unvested RSU or portion thereof that was outstanding as of immediately prior to the Effective Time was cancelled and converted into a right to receive an amount in cash equal to the product of (i) the total number of Shares subject to such unvested RSU immediately prior to the Effective Time multiplied by (ii) the Offer Price. Read SEC document |
| May 15, 2026 Filed May 15, 2026 21:24 UTC | Forian Inc. FORA · Entity 47119 | OtherCommon Stock | 139,610 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-021727 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,000 F1 · price: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated April 2, 2026, by and between Forian Inc., a Maryland corporation (the "Issuer"), 2025 Acquisition Company, LLC, a Delaware limited liability company ("Parent"), and Bravo Merger Sub, Inc., a Maryland corporation and wholly owned subsidiary of Parent ("Merger Sub"), on May 15, 2026, Parent and Merger Sub completed a tender offer for the shares of the Issuer's common stock (the "Shares"). In exchange for each Share, tendering shareholders received $2.17 per Share (the "Offer Price"), payable in cash, without interest and subject to any applicable withholding taxes. F2 · balance_after: Represents unvested restricted stock units ("RSUs"). Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 02:33 UTC | Forian Inc. FORA · Entity 47119 | Tax withholdingCommon Stock | 4,918 | $2.10 | $10,327.80 |
DisclosureSEC source: 0001140361-26-006090 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 589,610 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 21:41 UTC | Forian Inc. FORA · Entity 47119 | Tax withholdingCommon Stock | 18,077 | $2.12 | $38,323.24 |
DisclosureSEC source: 0001140361-26-001191 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 594,528 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 23:30 UTC | Forian Inc. FORA · Entity 47119 | Tax withholdingCommon Stock | 17,777 | $2.15 | $38,220.55 |
DisclosureSEC source: 0001140361-25-041738 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 612,605 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 22:53 UTC | Forian Inc. FORA · Entity 47119 | Tax withholdingCommon Stock | 3,300 | $2.11 | $6,963.00 |
DisclosureSEC source: 0001140361-25-034025 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 630,382 F1 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. F1 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 23:08 UTC | Forian Inc. FORA · Entity 47119 | GrantCommon Stock | 200,000 | $1.93 | $386,000.00 |
DisclosureSEC source: 0001140361-25-026274 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 633,682 F1 · shares: Represents 200,000 restricted stock units ("RSU"), which vest in four equal annual installments beginning on July 15, 2026. RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 00:56 UTC | Forian Inc. FORA · Entity 47119 | Tax withholdingCommon Stock | 4,971 | $2.76 | $13,719.96 |
DisclosureSEC source: 0001140361-25-005045 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,682 F1 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. F1 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| January 12, 2025 Filed Jan 14, 2025 22:40 UTC | Forian Inc. FORA · Entity 47119 | Tax withholdingCommon Stock | 18,089 | $2.05 | $37,082.45 |
DisclosureSEC source: 0001140361-25-001080 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,653 F1 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. F1 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 23:00 UTC | Forian Inc. FORA · Entity 47119 | GrantCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-046251 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456,742 F1 · shares: Represents 200,000 restricted stock units ("RSU"), which vest in four equal annual installments beginning on November 8, 2025. RSUs convert into common stock on a one-for-one basis. Read SEC document |
| September 02, 2024 Filed Sep 13, 2024 22:23 UTC | Forian Inc. FORA · Entity 47119 | Tax withholdingCommon Stock | 3,336 | $2.45 | $8,173.20 |
DisclosureSEC source: 0001140361-24-041092 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,742 F1 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. F1 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| February 13, 2024 Filed Feb 16, 2024 02:06 UTC | Forian Inc. FORA · Entity 47119 | Tax withholdingCommon Stock | 4,922 | $2.66 | $13,092.52 |
DisclosureSEC source: 0001140361-24-008226 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,078 F1 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. F1 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Read SEC document |
| January 12, 2024 Filed Jan 17, 2024 23:09 UTC | Forian Inc. FORA · Entity 47119 | GrantStock Option (right to buy) · Derivative | 175,000 | $0.00 Strike: $2.67 | $0.00 |
DisclosureSEC source: 0001140361-24-002595 · form4.xml · derivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 175,000 shares Expires 2034-01-12 F2 · derivative.exercise_date: The stock option vests 25% on January 12, 2025, and thereafter the remaining 75% vests in 12 equal quarterly installments. Read SEC document |
| January 12, 2024 Filed Jan 17, 2024 23:09 UTC | Forian Inc. FORA · Entity 47119 | GrantCommon Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-002595 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,000 F1 · shares: Represents 175,000 restricted stock units ("RSU"), which vest in four equal annual installments beginning on January 12, 2025. RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 13, 2023 Filed Feb 16, 2023 00:15 UTC | Forian Inc. FORA · Entity 47119 | GrantStock Option (right to buy) · Derivative | 185,000 | $0.00 Strike: $3.79 | $0.00 |
DisclosureSEC source: 0001140361-23-007334 · form4.xml · derivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,000 Underlying: Common Stock · 185,000 shares Expires 2033-02-13 F2 · derivative.exercise_date: The stock option vests 25% on February 13, 2024, and thereafter the remaining 75% in 12 equal quarterly installments, subject to the Reporting Person's continued employment on each applicable vesting date. Read SEC document |
| February 13, 2023 Filed Feb 16, 2023 00:15 UTC | Forian Inc. FORA · Entity 47119 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-007334 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 F1 · shares: Represents 50,000 restricted stock units ("RSU"), which vest in four equal annual installments beginning on February 13, 2024, subject to the Reporting Person's continued employment on each applicable vesting day. RSUs convert into common stock on a one-for-one basis. Read SEC document |
| May 11, 2022 Filed May 13, 2022 23:21 UTC | Forian Inc. FORA · Entity 47119 | GrantStock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $2.98 | $0.00 |
DisclosureSEC source: 0001140361-22-019199 · form4.xml · derivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2032-05-11 F1 · derivative.exercise_date: The stock option vests 25% on May 11, 2023 and thereafter the remaining 75% in 12 equal quarterly installments, subject to the Reporting Person's continued service as Chief Financial Officer of the Issuer on each applicable vesting date. Read SEC document |
| September 02, 2021 Filed Sep 10, 2021 18:06 UTC | Forian Inc. FORA · Entity 47119 | GrantStock Option (right to buy) · Derivative | 350,000 | $0.00 Strike: $10.62 | $0.00 |
DisclosureSEC source: 0001140361-21-030904 · form4.xml · derivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 Underlying: Common Stock · 350,000 shares Expires 2031-09-02 F2 · derivative.exercise_date: The stock option vests 25% on September 2, 2022 and 75% in equal quarterly installments through September 2, 2025, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| September 02, 2021 Filed Sep 10, 2021 18:06 UTC | Forian Inc. FORA · Entity 47119 | GrantRestricted Stock Units | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-030904 · form4.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · shares: Represents 40,000 restricted stock units which vest in four equal annual installments beginning September 2, 2022, subject to the Reporting Person's continued employment with the Issuer on each applicable vesting date. Read SEC document |
| May 05, 2021 Filed May 7, 2021 19:12 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 1,125 | $24.96 | $28,080.00 |
DisclosureSEC source: 0001179110-21-004992 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,701 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 17, 2021 Filed May 7, 2021 19:12 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 107 | $25.29 | $2,706.03 |
DisclosureSEC source: 0001179110-21-004992 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,826 Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 00:20 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 226 | $20.27 | $4,579.89 |
DisclosureSEC source: 0001179110-21-002289 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,435 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 26, 2021 00:20 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 13,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002289 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,661 Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:36 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 799 | $19.00 | $15,181.00 |
DisclosureSEC source: 0001179110-21-001450 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,091 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 24, 2020 Filed May 7, 2021 19:09 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 108 | $21.65 | $2,338.20 |
DisclosureSEC source: 0001179110-21-004991 · edgar.xml · nonDerivative · entry 3 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,173 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 15:13 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 714 | $22.20 | $15,850.80 |
DisclosureSEC source: 0001179110-20-010906 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,890 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 26, 2020 Filed May 7, 2021 19:09 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 91 | $22.53 | $2,050.23 |
DisclosureSEC source: 0001179110-21-004991 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,066 Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 21:14 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 735 | $23.29 | $17,118.15 |
DisclosureSEC source: 0001179110-20-008782 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,604 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 20, 2020 Filed May 7, 2021 19:09 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 85 | $20.59 | $1,750.15 |
DisclosureSEC source: 0001179110-21-004991 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,975 Read SEC document |
| May 05, 2020 Filed May 7, 2020 21:09 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 637 | $15.76 | $10,039.12 |
DisclosureSEC source: 0001179110-20-005555 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,339 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 22:19 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-003847 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,976 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 5, 2020. Read SEC document |
| March 04, 2020 Filed Mar 17, 2020 22:19 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 86 | $16.75 | $1,440.50 |
DisclosureSEC source: 0001179110-20-003847 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,976 Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 21:30 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 313 | $17.30 | $5,414.90 |
DisclosureSEC source: 0001179110-20-001972 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,392 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 21:30 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 11,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001972 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,705 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 18:02 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 566 | $15.10 | $8,546.60 |
DisclosureSEC source: 0001179110-20-001319 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,787 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 20, 2019 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 89 | $13.85 | $1,232.65 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 12 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,851 Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 18:44 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 493 | $14.37 | $7,084.41 |
DisclosureSEC source: 0001179110-19-011465 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,353 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 21, 2019 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 77 | $14.23 | $1,095.71 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 11 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,762 Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 16:11 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 474 | $11.50 | $5,451.00 |
DisclosureSEC source: 0001179110-19-009230 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,846 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 22, 2019 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 79 | $11.96 | $944.84 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 10 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,685 Read SEC document |
| May 06, 2019 Filed May 7, 2019 17:39 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 467 | $12.05 | $5,627.35 |
DisclosureSEC source: 0001179110-19-005632 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,320 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 11, 2019 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon stock | 67 | $11.73 | $785.91 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 9 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,606 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 20:52 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 98 | $10.55 | $1,033.90 |
DisclosureSEC source: 0001179110-19-001969 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,787 F2 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 20:52 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001969 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,885 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 February 13, 2019. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 22:44 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 383 | $10.60 | $4,059.80 |
DisclosureSEC source: 0001179110-19-001447 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,885 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| November 16, 2018 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 55 | $11.77 | $647.35 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 8 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,539 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.