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 |
|---|---|---|---|---|---|---|
| November 05, 2018 Filed Nov 6, 2018 19:51 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 345 | $12.44 | $4,291.80 |
DisclosureSEC source: 0001179110-18-012591 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,268 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 20, 2018 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 47 | $11.23 | $527.81 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 7 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,484 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 20:15 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 344 | $12.85 | $4,420.40 |
DisclosureSEC source: 0001179110-18-010444 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,613 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 17, 2018 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 29 | $14.30 | $414.70 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 6 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,437 Read SEC document |
| May 07, 2018 Filed May 9, 2018 18:38 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 396 | $14.40 | $5,702.40 |
DisclosureSEC source: 0001179110-18-006458 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,957 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| March 08, 2018 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 22 | $14.39 | $316.58 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 5 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,408 Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 17:21 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon stock | 416 | $13.95 | $5,803.20 |
DisclosureSEC source: 0001179110-18-001693 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,353 F2 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 17:21 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001693 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,769 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 06, 2018. Read SEC document |
| November 15, 2017 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 15 | $14.17 | $212.55 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 4 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,386 Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 00:31 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 161 | $14.05 | $2,262.05 |
DisclosureSEC source: 0001179110-17-013842 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,269 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| August 15, 2017 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 10 | $16.28 | $162.80 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 3 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,371 Read SEC document |
| August 07, 2017 Filed Aug 16, 2017 16:00 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 166 | $17.00 | $2,822.00 |
DisclosureSEC source: 0001179110-17-011528 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,430 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| May 12, 2017 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 5 | $20.19 | $100.95 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,361 Read SEC document |
| May 05, 2017 Filed May 9, 2017 14:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 202 | $19.65 | $3,969.30 |
DisclosureSEC source: 0001179110-17-006862 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,596 F1 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 22, 2017 Filed Mar 27, 2020 21:22 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | OtherCommon Stock | 3 | $17.93 | $53.79 |
DisclosureSEC source: 0001179110-20-004149 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,356 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 14:20 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | Tax withholdingCommon Stock | 202 | $17.80 | $3,595.60 |
DisclosureSEC source: 0001179110-17-002006 · edgar.xml · nonDerivative · entry 2 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,798 F2 · kind: Shares withheld at vesting of restricted stock for purposes of meeting the reporting person's tax obligations. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 14:20 UTC | Climb Global Solutions, Inc. WSTG · Entity 5428 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-002006 · edgar.xml · nonDerivative · entry 1 VESEY MICHAEL · CIK 0001324089 · Vice President & CFO 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 20 quarterly installments beginning on February 07, 2017. 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.